Seeking Alpha

Paulo Santos

 
View Paulo Santos' Comments BY TICKER:
  • An iWatch Cannot Move The Needle Much [View article]
    Certainly not. But you did read some of these comments didn't you?
    Jun 30 09:33 AM | Likes Like |Link to Comment
  • An iWatch Cannot Move The Needle Much [View article]
    I'm not the one making the extraordinary claims about the thing ...
    Jun 30 09:05 AM | Likes Like |Link to Comment
  • An iWatch Cannot Move The Needle Much [View article]
    Never mind that you haven't yet seen it, and most attempts by everyone are looking ugly, and Apple's is said to be "somewhat rectangular" (which lately has been code for "ugly" for everyone else).
    Jun 30 07:45 AM | Likes Like |Link to Comment
  • An iWatch Cannot Move The Needle Much [View article]
    So the "negative comments" at the time were something along the lines "let's assume the iPhone takes over all of Nokia's market share"?
    Jun 27 10:30 AM | Likes Like |Link to Comment
  • An iWatch Cannot Move The Needle Much [View article]
    It doesn't much matter. Either you are considering the watch market and the very optimistic assumption I used: that AAPL would quickly match the leader there, or you're considering an even smaller market and the result would be smaller as well, not matter what the assumption is.
    Jun 27 08:54 AM | Likes Like |Link to Comment
  • An iWatch Cannot Move The Needle Much [View article]
    It's very likely that such a market will be much smaller than the watch market for a long while ...
    Jun 26 09:35 PM | Likes Like |Link to Comment
  • A Tale Of Unbridled Optimism [View article]
    If anything, the Moto 360 seems to be coming together better than any alternative. We'll see how Apple does.
    Jun 26 03:44 PM | Likes Like |Link to Comment
  • An iWatch Cannot Move The Needle Much [View article]
    We do know massive success in the watch space is not enough...
    Jun 26 02:00 PM | Likes Like |Link to Comment
  • A Tale Of Unbridled Optimism [View article]
    Even the iPhone didn't immediately take over the mobile phone industry which existed at the time.
    Jun 26 07:09 AM | Likes Like |Link to Comment
  • A Tale Of Unbridled Optimism [View article]
    Historically, the market sees more risk in keeping the leadership position selling a high-margin hardware device, than in search, I guess.
    Jun 25 02:49 PM | Likes Like |Link to Comment
  • A Tale Of Unbridled Optimism [View article]
    It's not really about the features on the thing (which we don't know yet, but won't include blood sugar). It's just that I started from a very optimistic set of assumptions, yet those were seen as "too negative". This shows irrational optimism.
    Jun 25 01:31 PM | 1 Like Like |Link to Comment
  • A Tale Of Unbridled Optimism [View article]
    The bracelet market is probably smaller than the watch market.
    Jun 25 12:07 PM | 1 Like Like |Link to Comment
  • A Tale Of Unbridled Optimism [View article]
    I'm not fond of trading large capitalization stocks such as AAPL. I'd say the stock has more downside than upside probability at this point given the irrational optimism regarding the iWatch, but the iPhone 6 might well change that.
    Jun 25 10:37 AM | Likes Like |Link to Comment
  • A Tale Of Unbridled Optimism [View article]
    That's even worse, since such market is unproven and smaller than the market for watches.
    Jun 25 10:28 AM | 2 Likes Like |Link to Comment
  • A Tale Of Unbridled Optimism [View article]
    But as you can see people seem to be expecting some kind of massive impact in the short term. Even those 50 million unit projections speak of that.
    Jun 25 08:59 AM | 1 Like Like |Link to Comment
More on AAPL by Paulo Santos
COMMENTS STATS
18,463 Comments
25,666 Likes