Comments on Paul Goodwin's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/paul-goodwin/articles http://seekingalpha.com/article/165819-asiainfo-ready-to-break-out?source=feed#comment-744617 744617 Wed, 04 Nov 2009 13:22:07 -0500 ASIA is doing OK for now..]]> http://seekingalpha.com/article/161353-america-movil-leads-latin-america-to-wireless-growth?source=feed#comment-675665 675665 Mon, 14 Sep 2009 10:20:26 -0400 http://seekingalpha.com/article/158894-williams-sonoma-what-s-cooking?source=feed#comment-651186 651186 Fri, 28 Aug 2009 13:27:55 -0400
Cheers]]> http://seekingalpha.com/article/145674-american-dairy-how-to-milk-the-chinese-market?source=feed#comment-630738 630738 Sat, 15 Aug 2009 00:58:52 -0400 http://seekingalpha.com/article/147433-electro-optical-sciences-a-speculative-stock-with-great-potential?source=feed#comment-607841 607841 It's my understanding that they charge for the device itself (relatively > inexpensive at 5 grand) and then the recording 'card' which is used > on each patient and stores the data of each test which costs the > patient around $100 per test, of which MELA keeps $40 and the physician > keeps $60 (above figures are not exact and only meant to convey the > general idea, relative to the question asked). > > Benefit to the patient is that it is fast and non invasive. > > For the busy physician, it allows better customer service to their > patients who face potential cancer diagnosis and are anxious to find > out results. As well, it provides better patient flow, i.e. more > clients=more money as it frees up the physician's time that they > would otherwise use to do unnecessary, expensive, invasive and time > intensive biopsies. > > I am Long MELA; >1000 shares. > > On Jul 09 12:39 PM drd wrote:]]> Thu, 30 Jul 2009 10:07:14 -0400

On Jul 09 02:23 PM PalinTologist wrote:

> It's my understanding that they charge for the device itself (relatively
> inexpensive at 5 grand) and then the recording 'card' which is used
> on each patient and stores the data of each test which costs the
> patient around $100 per test, of which MELA keeps $40 and the physician
> keeps $60 (above figures are not exact and only meant to convey the
> general idea, relative to the question asked).
>
> Benefit to the patient is that it is fast and non invasive.
>
> For the busy physician, it allows better customer service to their
> patients who face potential cancer diagnosis and are anxious to find
> out results. As well, it provides better patient flow, i.e. more
> clients=more money as it frees up the physician's time that they
> would otherwise use to do unnecessary, expensive, invasive and time
> intensive biopsies.
>
> I am Long MELA; >1000 shares.
>
> On Jul 09 12:39 PM drd wrote:]]> http://seekingalpha.com/article/147433-electro-optical-sciences-a-speculative-stock-with-great-potential?source=feed#comment-588236 588236 Tue, 14 Jul 2009 17:49:42 -0400 http://seekingalpha.com/article/147433-electro-optical-sciences-a-speculative-stock-with-great-potential?source=feed#comment-588234 588234 Tue, 14 Jul 2009 17:48:15 -0400 http://seekingalpha.com/article/147433-electro-optical-sciences-a-speculative-stock-with-great-potential?source=feed#comment-580999 580999 1000 shares. On Jul 09 12:39 PM drd wrote: > good idea but how will they make money? will they just sell machines > (how many will be sold ?) will they charge per test]]> Thu, 09 Jul 2009 14:23:07 -0400
Benefit to the patient is that it is fast and non invasive.

For the busy physician, it allows better customer service to their patients who face potential cancer diagnosis and are anxious to find out results. As well, it provides better patient flow, i.e. more clients=more money as it frees up the physician's time that they would otherwise use to do unnecessary, expensive, invasive and time intensive biopsies.

I am Long MELA; >1000 shares.

On Jul 09 12:39 PM drd wrote:

> good idea but how will they make money? will they just sell machines
> (how many will be sold ?) will they charge per test]]> http://seekingalpha.com/article/147433-electro-optical-sciences-a-speculative-stock-with-great-potential?source=feed#comment-580813 580813 Thu, 09 Jul 2009 12:39:02 -0400 http://seekingalpha.com/article/147433-electro-optical-sciences-a-speculative-stock-with-great-potential?source=feed#comment-579501 579501 Wed, 08 Jul 2009 17:05:04 -0400

Disclosure: Long MELA




]]> http://seekingalpha.com/article/145674-american-dairy-how-to-milk-the-chinese-market?source=feed#comment-565011 565011 Sat, 27 Jun 2009 14:26:11 -0400 http://seekingalpha.com/article/145674-american-dairy-how-to-milk-the-chinese-market?source=feed#comment-564756 564756 jack]]> Sat, 27 Jun 2009 10:14:12 -0400 chinese people perceive cheese as rotten milk.
the hotels catering to westerners import butter from new zealand.
i was told that cheesy eggs are considered a delicacy in china, but when i was there i never tried any. i did try duck's feet once but wish i hadn't. when offered broiled scorpions i passed on those.
> jack]]> http://seekingalpha.com/article/145674-american-dairy-how-to-milk-the-chinese-market?source=feed#comment-564531 564531 Fri, 26 Jun 2009 23:53:07 -0400
That event was the big break for American Dairy. Before, it was a minor player against much larger, well-established competitors. After, most major competitors, especially those in China's North/Northeast covered by ADI, were deeply (some mortally) wounded and thus creaded huge opportunities for them.

It appears ADI refrained from ramping up productions and sales and went for high-end, high-profit instead. This maybe a smart move because sudden accelerated expansion can easily mean lost control.

Previously I pwned this stock and took profit too early, for a small company out there, it is hard to be sure that management knows to do the right thing even though the opportunity is enormous. This is a promising growth stock and great buy if a little further correction.]]> http://seekingalpha.com/article/145674-american-dairy-how-to-milk-the-chinese-market?source=feed#comment-564262 564262 Fri, 26 Jun 2009 18:28:58 -0400
If it goes higher? Who cares. A triple was already missed. ]]> http://seekingalpha.com/article/139614-fuqi-international-glitters-despite-hard-times-in-china?source=feed#comment-517843 517843 Tue, 26 May 2009 10:29:13 -0400 http://seekingalpha.com/article/136917-taking-another-bite-of-apple?source=feed#comment-505852 505852 Fri, 15 May 2009 16:43:34 -0400
"I'm long Apple since 2004 and I want to see Apple make a name for itself in the corporate sector and not just some.. company that sells games for people on the run. Apple doesn't have a single product in the enterprise that can generate continuous sales and that's not good at all."

Then you'd better get out Apple. Jobs has made it very clear that Apple is a consumer electronics company, not an enterprise company. And that he's content to leave enterprise to Ballmer, et al. Enterprise Innovation is an oxymoron. Jobs is obsessed with innovation, in case you haven't noticed. So get out of Apple stock now while you can and plow your proceeds into MSFT, where you'll be in enterprise heaven. Apple will continue to slog along in the consumer market and continue to make their billions there, much to your continued consternation. Or haven't you noticed that either?

Long on the stock since 2004, and you don't know a thing about Apple?

P.S.: Apple makes nothing on the Apps Store. Their billions must come from somewhere else, which you no doubt missed in the last five years.]]> http://seekingalpha.com/article/136917-taking-another-bite-of-apple?source=feed#comment-501345 501345 Tue, 12 May 2009 21:13:28 -0400
Apple wants there marketshare back. Steve job knows that 'enterprise' are in fact the dullards with the least need for an outstanding computer. But you know what? Everyone wants the best, and that is Mac all the way. Windows as you've known it is only another program, running (better and faster) on your Mac. Apple isn't afraid to let you run windows natively on you Mac because hardly anyone wants to do it--Mac OS is better.

Finally, make no mistake, Microsoft would giveits left (leg) and it's many failed divisions for one home-run like the iTunes Store!]]> http://seekingalpha.com/article/136917-taking-another-bite-of-apple?source=feed#comment-501258 501258 Just a guess, but it would seem to me that Mr. Goodwin is long Apple > stock. With comments like “insanely great' products" and "And we’re > not even talking about the possibility of getting the iPhone into > the hands of Chinese consumers", its hard to feel that he is objective > in his evaluations (not many 3G networks in the rice fields of China). > Since I day trade Apple (long twice, short once so far today) more > than position trade the stock, I don't feel comments like Mr. Goodwin's > affect my trading, but it does make me feel uncomfortable that novice > investors see his comments and don't realize his comments are self > serving.]]> Tue, 12 May 2009 19:40:39 -0400
My wife is Chinese. I have been there many times. I have stood on the Great Wall and looked out for miles and could not see a single building but I ALWAYS ALWAYS had a cell phone signal. One never loses a cell phone signal. China Mobile alone has 240 million paying customers. 240 million!!!! Then there is China Unicom.

I know not to listen to investment advice from people who speak from ignorance. In investing, that is deadly.


On May 11 11:02 AM Techtrader10 wrote:

> Just a guess, but it would seem to me that Mr. Goodwin is long Apple
> stock. With comments like “insanely great' products" and "And we’re
> not even talking about the possibility of getting the iPhone into
> the hands of Chinese consumers", its hard to feel that he is objective
> in his evaluations (not many 3G networks in the rice fields of China).
> Since I day trade Apple (long twice, short once so far today) more
> than position trade the stock, I don't feel comments like Mr. Goodwin's
> affect my trading, but it does make me feel uncomfortable that novice
> investors see his comments and don't realize his comments are self
> serving.]]> http://seekingalpha.com/article/136917-taking-another-bite-of-apple?source=feed#comment-500229 500229 Just a guess, but it would seem to me that Mr. Goodwin is long Apple > stock. With comments like “insanely great' products" and "And we’re > not even talking about the possibility of getting the iPhone into > the hands of Chinese consumers", its hard to feel that he is objective > in his evaluations (not many 3G networks in the rice fields of China). > Since I day trade Apple (long twice, short once so far today) more > than position trade the stock, I don't feel comments like Mr. Goodwin's > affect my trading, but it does make me feel uncomfortable that novice > investors see his comments and don't realize his comments are self > serving.]]> Tue, 12 May 2009 09:38:47 -0400

On May 11 11:02 AM Techtrader10 wrote:

> Just a guess, but it would seem to me that Mr. Goodwin is long Apple
> stock. With comments like “insanely great' products" and "And we’re
> not even talking about the possibility of getting the iPhone into
> the hands of Chinese consumers", its hard to feel that he is objective
> in his evaluations (not many 3G networks in the rice fields of China).
> Since I day trade Apple (long twice, short once so far today) more
> than position trade the stock, I don't feel comments like Mr. Goodwin's
> affect my trading, but it does make me feel uncomfortable that novice
> investors see his comments and don't realize his comments are self
> serving.]]> http://seekingalpha.com/article/136917-taking-another-bite-of-apple?source=feed#comment-499144 499144 Mon, 11 May 2009 13:16:35 -0400 http://seekingalpha.com/article/136917-taking-another-bite-of-apple?source=feed#comment-499122 499122 I didn't think all the millions of songs sold and the billion or > so downloads means very much in terms of direct revenue. iTMS is > still considered merely a breakeven venture. I suppose if Apple > can use iTMS to continue to directly drive sales for iPods and iPhones > and somewhat for Macs that is somewhat helpful. However, RIM is > undercutting iPhone sales and continues to gain market share while > the various netbook companies flooding the market are slowing Mac > notebook sales. > > I doubt if the iPhone being introduced to China is going to grab > huge amounts of sales. Sales are likely to be relatively slow compared > to U.S. sales. > > I'd like Apple to focus on getting the iPhone and Macs into the enterprise > now that Windows Vista has alienated corporate upgraders. Apple > hasn't done anything against RIM in the corporate sector since IT > managers insist the iPhone isn't secure enough and can't be remotely > managed easily in large numbers. > > Apple will continue to do OK and the share price will slowly rise, > but investors need to be convinced that Apple is more than just some > overpriced, high-tech toy company. This gaming ability that Apple > is pushing isn't helping Apple's image at all for pulling in serious > investors. > > I'm long Apple since 2004 and I want to see Apple make a name for > itself in the corporate sector and not just some.. company that sells > games for people on the run. Apple doesn't have a single product > in the enterprise that can generate continuous sales and that's not > good at all.]]> Mon, 11 May 2009 12:57:19 -0400
High tech toy company whose laptops are being used by scientists studying rare organism that live in rock formations miles underground? By NASA Scientists searching for life and water on Mars?

High tech boy company whose laptops and Mac desktops are used by corporations for production work in multimedia and technology research?

Enterprise are often very slow at adopting new technology. Forward looking IT people are often hamstrung by bean-counters and forward looking CTO often is hamstring by recalcitrant IT groups. Enterprise also likes to trade volume for discount. Why should Apple play in such turf when it can make innovative devices and sell them to those who can appreciate them?

Can you imagine selling top of the line iMac at $1000 into some large corporation? Where is the profit margin that makes Apple what it is today?

I think a bit of critical thinking and critical analysis will help you understand the situation better.

Apple should more or less stay the course and let Enterprise come begging to its doors. If I were a successful business with a giant war chest and years of future growth ahead, I would not go begging to customers who want to pay peanuts for my well made product. WOULD YOU?





On May 11 11:53 AM Constable Odo wrote:

> I didn't think all the millions of songs sold and the billion or
> so downloads means very much in terms of direct revenue. iTMS is
> still considered merely a breakeven venture. I suppose if Apple
> can use iTMS to continue to directly drive sales for iPods and iPhones
> and somewhat for Macs that is somewhat helpful. However, RIM is
> undercutting iPhone sales and continues to gain market share while
> the various netbook companies flooding the market are slowing Mac
> notebook sales.
>
> I doubt if the iPhone being introduced to China is going to grab
> huge amounts of sales. Sales are likely to be relatively slow compared
> to U.S. sales.
>
> I'd like Apple to focus on getting the iPhone and Macs into the enterprise
> now that Windows Vista has alienated corporate upgraders. Apple
> hasn't done anything against RIM in the corporate sector since IT
> managers insist the iPhone isn't secure enough and can't be remotely
> managed easily in large numbers.
>
> Apple will continue to do OK and the share price will slowly rise,
> but investors need to be convinced that Apple is more than just some
> overpriced, high-tech toy company. This gaming ability that Apple
> is pushing isn't helping Apple's image at all for pulling in serious
> investors.
>
> I'm long Apple since 2004 and I want to see Apple make a name for
> itself in the corporate sector and not just some.. company that sells
> games for people on the run. Apple doesn't have a single product
> in the enterprise that can generate continuous sales and that's not
> good at all.]]> http://seekingalpha.com/article/136917-taking-another-bite-of-apple?source=feed#comment-499059 499059 Mon, 11 May 2009 12:14:26 -0400 http://seekingalpha.com/article/136917-taking-another-bite-of-apple?source=feed#comment-499022 499022 Mon, 11 May 2009 11:53:49 -0400
I doubt if the iPhone being introduced to China is going to grab huge amounts of sales. Sales are likely to be relatively slow compared to U.S. sales.

I'd like Apple to focus on getting the iPhone and Macs into the enterprise now that Windows Vista has alienated corporate upgraders. Apple hasn't done anything against RIM in the corporate sector since IT managers insist the iPhone isn't secure enough and can't be remotely managed easily in large numbers.

Apple will continue to do OK and the share price will slowly rise, but investors need to be convinced that Apple is more than just some overpriced, high-tech toy company. This gaming ability that Apple is pushing isn't helping Apple's image at all for pulling in serious investors.

I'm long Apple since 2004 and I want to see Apple make a name for itself in the corporate sector and not just some.. company that sells games for people on the run. Apple doesn't have a single product in the enterprise that can generate continuous sales and that's not good at all.]]> http://seekingalpha.com/article/136917-taking-another-bite-of-apple?source=feed#comment-498983 498983 Mon, 11 May 2009 11:19:36 -0400 http://seekingalpha.com/article/136917-taking-another-bite-of-apple?source=feed#comment-498982 498982 The P/E ratio isn't as high as 23 if you deduct its cash hoard from > its price and increment its earnings by the deferred revenue from > the iPhone.]]> Mon, 11 May 2009 11:18:32 -0400
On May 11 10:32 AM Roger Knights wrote:

> The P/E ratio isn't as high as 23 if you deduct its cash hoard from
> its price and increment its earnings by the deferred revenue from
> the iPhone.]]> http://seekingalpha.com/article/136917-taking-another-bite-of-apple?source=feed#comment-498967 498967 Mon, 11 May 2009 11:12:30 -0400 http://seekingalpha.com/article/136917-taking-another-bite-of-apple?source=feed#comment-498959 498959 Mon, 11 May 2009 11:05:13 -0400 http://seekingalpha.com/article/136917-taking-another-bite-of-apple?source=feed#comment-498953 498953 Mon, 11 May 2009 11:02:55 -0400
Is aapl one of those stocks you hold forever? If I saw them making serious enterprise plans I'd say yes. I don't see that happening, and it makes me wonder how aapl can move past $200.

Note for Paul Goodwin: Apple hasn't made a Powerbook since 2006.]]> http://seekingalpha.com/article/136917-taking-another-bite-of-apple?source=feed#comment-498952 498952 Mon, 11 May 2009 11:02:08 -0400 http://seekingalpha.com/article/136917-taking-another-bite-of-apple?source=feed#comment-498909 498909 Mon, 11 May 2009 10:32:49 -0400