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Paulo Santos  

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  • Jony Ive Was Demoted, Not Promoted, And Other Things Apple [View article]
    hojogom, it's not just that the iPhone is the only thing that matters. It's also that it's very unlikely that there will be any other thing which might matter. The iPhone is the most profitable product in history and lightning is unlikely to strike twice in the same place.
    Jun 5, 2015. 09:17 AM | 1 Like Like |Link to Comment
  • Jony Ive Was Demoted, Not Promoted, And Other Things Apple [View article]
    I also said the exact same thing in the article. It's there.
    Jun 5, 2015. 09:15 AM | Likes Like |Link to Comment
  • Jony Ive Was Demoted, Not Promoted, And Other Things Apple [View article]
    Millions, you must have had an outstanding education, judging by the way you behave regarding others.
    Jun 5, 2015. 09:14 AM | 2 Likes Like |Link to Comment
  • Jony Ive Was Demoted, Not Promoted, And Other Things Apple [View article]
    Yes, but it seems he wants to design ... something else.
    Jun 5, 2015. 09:11 AM | Likes Like |Link to Comment
  • Jony Ive Was Demoted, Not Promoted, And Other Things Apple [View article]
    MillionsMan, the fact is that more and more news are pointing that way -- that Apple is indeed going into the car business, and using an EV to be specific.

    And it doesn't seem like the intention is entirely new. Steve Jobs biography talks about it. Jony Ive drops hints about it. Etc, etc.
    Jun 5, 2015. 09:11 AM | 1 Like Like |Link to Comment
  • Here's Why Apple Is Weak Since Earnings [View article]
    Arnie, the stock you say was "always overvalued" traded for just 40x 2010 EPS during 2010.

    Not 4x that on imaginary earnings 2 years down the road, like it does now.
    Jun 1, 2015. 06:43 PM | Likes Like |Link to Comment
  • Here's Why Apple Is Weak Since Earnings [View article]
    Bob, perhaps you didn't understand what I said. Back in 2010 when the stock was headed to $2.50 per share in EPS there were expectations which included $10 per share in 2015. The stock traded for $100 on that EPS and those expectations.

    Had people known at the time that instead of doing that AMZN would end up having $0 in aggregate profits from 2012 to 2014, the stock would have imploded right there and then.
    Jun 1, 2015. 06:42 PM | Likes Like |Link to Comment
  • Jony Ive Was Demoted, Not Promoted, And Other Things Apple [View article]
    plpar, I am saying that because it would seem that's what Jony Ive himself wants. There are many clues pointing that way -- read the sources.
    May 29, 2015. 10:45 AM | 1 Like Like |Link to Comment
  • Jony Ive Was Demoted, Not Promoted, And Other Things Apple [View article]
    Was it the typo with "itself" instead of "himself"? If it was, I had it fixed already, thanks for that.
    May 29, 2015. 10:44 AM | Likes Like |Link to Comment
  • Jony Ive Was Demoted, Not Promoted, And Other Things Apple [View article]
    I am saying it in the context of influencing the iPhone, which is all that matters for Apple.

    Jony Ive clearly moved away from influencing the iPhone, and probably by his own will, too.
    May 29, 2015. 10:09 AM | 1 Like Like |Link to Comment
  • Jony Ive Was Demoted, Not Promoted, And Other Things Apple [View article]
    As I said, it's obviously a formal promotion. And if Jony Ive wanted to, he would yield more power because of it, consistent with a promotion.

    However, it happens that this promotion seems to be a way for Jony Ive to actually disconnect from the most important things going on in Apple's business, namely the iPhone. He wants to design other stuff, he wants to travel. He wants no part in the bureaucratic and administrative management.

    He's doing it because he wants it, but in the end this means less Jony Ive for the iPhone, which is all that matters.

    It can work anyway, Jony Ive is not the only design genius out there. But it's a risk.
    May 29, 2015. 10:09 AM | 1 Like Like |Link to Comment
  • Jony Ive Was Demoted, Not Promoted, And Other Things Apple [View article]
    She has every reason to be happy. Jony will have more time and be happier and less tired.

    But it does seem like all of that will come mostly from him not having to be on the iPhone design rat race.
    May 29, 2015. 07:49 AM | 1 Like Like |Link to Comment
  • Jony Ive Was Demoted, Not Promoted, And Other Things Apple [View article]
    Keep in mind that I DO like AAPL because of its financial performance. I also write on the risks because there are risks in concentrating in such a fickle product such as smartphones and the iPhone is impossibly profitable and facing significant threats and risks.

    This is not comparable to TSLA or AMZN or the other bubbles. It's a world apart.
    May 29, 2015. 07:48 AM | 2 Likes Like |Link to Comment
  • Jony Ive Was Demoted, Not Promoted, And Other Things Apple [View article]
    Same line of thought. He said "DEEPLY tired" and there were other hints he didn't want to be in the iPhone design rat race. He wants to design new stuff.
    May 29, 2015. 07:47 AM | 1 Like Like |Link to Comment
  • Jony Ive Was Demoted, Not Promoted, And Other Things Apple [View article]
    Maybe, but the 6 already has a few strange things in it like those white bands. So even if that's true, there might already be some warning signs in it.

    The 6 owes its massive success to the larger display (and competent design, but with a few strange things as I said).
    May 29, 2015. 07:46 AM | 1 Like Like |Link to Comment
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