Seeking Alpha
View as an RSS Feed

Robert McDonald  

View Robert McDonald's Comments BY TICKER:
Latest  |  Highest rated
  • Samsung launches S5 with 2K display, Qualcomm Snapdragon 805 [View news story]
    Most web access limited by web traffic and server response, not wifi speed. Again I am talking about typical and not specialized user
    Jun 18, 2014. 04:42 PM | Likes Like |Link to Comment
  • Samsung launches S5 with 2K display, Qualcomm Snapdragon 805 [View news story]
    Bells and whistles. More than 90% plus of normal users will see no improvement to their daily cell phone usage and they will still be stuck with Android crapware. If you buy things on specmanship, you will always be chasing an empty sail, or as others might say, your tail.

    As to the Amazon phone, 3D bells and whistles. Maybe photo storage is useful if you do not have other free alternatives and like the Amazon camera. I am an Amazon Prime member and have never benefited in any way from that except free 2 day shipping. If I want a movie I go to Netflix or iTunes. And the programs Amazon streaming has on board are old news or available elsewhere, that is if you even watch that stuff.
    Jun 18, 2014. 03:10 PM | 3 Likes Like |Link to Comment
  • AppliedMicro +10.9%, Cavium +1.7%; Canaccord bullish on ARM servers [View news story]
    Intel is like Microsoft. Brokers sell it to their clients and investors buy it because it is a well known big cap and pays dividends. What investors need to understand is the fact that the mobile web, associated software and devices, as well as ARM RISC processors, are a huge disruptive force in the world of computing. The world is literally going mobile and stand alone machines are providing a smaller and smaller fraction of the computing horsepower that is being consumed by the end customer. Both companies are struggling to meet that threat but so far have not found a way to head off the onslaught. Most investors do not understand the business jeopardizes and are relying on past performance to predict future gains that may never be realized.

    Yes there is a temporary reprieve right now as Windows XP machines are upgraded but no one should be fooled by that. That conversion is being forced by the fact that Microsoft recently dropped on-going support for this operating system. When that burst runs dry, look out below.
    Jun 10, 2014. 12:33 PM | Likes Like |Link to Comment
  • 5 Most Popular Stocks Among Hedge Funds [View article]
    Oh, so you avoided Apple which is up 24% since the split announcement and is still headed higher. I don't do funds. When in a sweet spot they sometimes do well but when the market turns, look out below.
    Jun 9, 2014. 09:36 AM | Likes Like |Link to Comment
  • I Was Wrong About Apple [View article]
    Mr. Blair, What you don't understand is the power of Apple's devices in capturing customers. The iPhone 4S is a very expensive device in emerging markets, yet people will scrape up the money to purchase this 3 year old product rather than purchase a much cheaper phone powered by Android crapware. You also don't understand the power the Apple ecosystem brings to the iPhone user and power the ecosystem has in locking customers in while getting them to buy other Apple products like iPads and MACs. Once customers opt in they do not typically opt out.

    So many of the customers that purchased the 4S, many of whom are first time smart phone buyers, can be expected to buy more Apple products for the indefinite future. It is amazing how you try to turn good news into bad news by use of a bunch of fancy graphics you borrow from somewhere else. I have yet to see the collections of graphics that you like to use properly support the conclusions you try to make.

    There is a good reason many are predicting unprecedented sales for the iPhone 6 and a great year for Apple overall. I wonder what graphics you will be using then in efforts to support some new dire predictions for Apple.

    PS: How are your Apple "shorts" doing? If you really have the holdings you describe I think you are losing more than your shirt on your money losing shorts.
    Jun 9, 2014. 02:17 AM | 29 Likes Like |Link to Comment
  • 5 Most Popular Stocks Among Hedge Funds [View article]
    With the exception of a select few, hedge funds have no where near these kind of returns. Sounds like if you really have 30% plus returns per your year, investment decisions are being based on much more than just hedge fund picks.
    Jun 8, 2014. 11:08 AM | Likes Like |Link to Comment
  • 5 Most Popular Stocks Among Hedge Funds [View article]
    This information is obsolete by the time it gets published. It also demonstrates that hedge funds make a lot of bad decisions, in this case ownership of GM and their reduction in ownership of Apple just prior to the recent 24% run up. It looks like they are piling into Apple now but with significant lost opportunity. Google is also a questionable holding with FB, Twitter, Yahoo and now Apple going after their ad dollars. Google's income is dominated by ad revenue and they are spending unfocused R&D money all over the place.

    Hedge fund investment problems are showing up in their overall performance results.
    Jun 7, 2014. 12:12 PM | Likes Like |Link to Comment
  • Apple Stock Price Likely To Peak Before Long [View article]
    Mr Blair, you say, "Apple bull and long-time blogger Philip Elmer DeWitt captured the sentiment in his May 23, 2014 article" Read the article again. The point was that "smart money" was not so smart after all and here was a great example of such. I also think smart money is coming in way faster than the shorts can cover, yourself included, now that they have figured it out. .

    "I like to think of myself as "smart money," although my dismal track record on betting against Apple suggests that at least in this case I am anything but." At least you admit it but yet you keep repeating the same mistakes. Some people are hard learners.

    "Surprisingly to many, including my immediate family, I am undeterred. Just as the best investments are held for the long term on the bullish side of the street, good shorts sometimes take a long time to mature and the ride can be painful." Everyday you are on the wrong side with a short you are losing money and missing opportunity in about the fastest possible way I know of as a market investor. It is hard to imagine why you would keep talking about your failures so publically. What is the point?
    May 27, 2014. 09:09 PM | 27 Likes Like |Link to Comment
  • Apple Depends On Strong Demand For The iPhone 6 [View article]
    Apple's iPhone destroys Samsung in South Korean customer satisfaction rankings
    http://bit.ly/1grS54t
    May 11, 2014. 04:16 PM | 1 Like Like |Link to Comment
  • Apple Depends On Strong Demand For The iPhone 6 [View article]
    Mr. Blair would appear to believe that the successful mobile web device world should follow an improved Blackberry model. If you see the world through Blackberry colored glasses you will bias your own research and end up misleading yourself and others that believe the story. The citation below shows the extent of the mountain that Android and Samsung are up against in a very simple way. There are hundreds of other articles I could cite but the fact that customers are getting smarter and many more are now starting to understand that price and positive responses to "specsmanship" are only two of many factors in making a purchase decision. Fool me once, fool me twice, but eventually everyone gets smarter.

    http://bit.ly/1gbUgsY
    May 8, 2014. 11:40 AM | Likes Like |Link to Comment
  • Apple's iPad Problem [View article]
    One more time we have another SA story with conclusions based on the same old market share story. The problem is that within the Android world the majority of tablet products range from toys, to machines used to play back video, to white box products, many if not all with marginal functionality and up to more sophisticated products. Fully functional tablets that are competitive with iOS tablets make up a less than dominant fraction of Android tablets being shipped. Yes I would love to have those numbers. I submit that the lower two thirds of the Android world market share is dominated by cheap products that are unprofitable or have low margins. Many have limited functionality despite specifications that state otherwise.

    So when Android vs iOS tablet market share numbers are compared without breaking out what part of the Android product world is being talked about, analysts discredit their very own story. Conclusions based on market share numbers without a detailed market analysis are extremely misleading just as they are in this article.

    One also needs to be aware of the fact that many of the folks buying Android tablet devices in the low to midrange price category are buyers making decision solely on price including parents buying gifts for kids, newbies and folks of marginal means many of whom do not care about and/or do not benefit from a powerful ecosystem. There is also a group of less sophisticated techies who buy because of products specs vs actual device utility and performance. These factors account for the huge iOS vs Android internet usage differences for on-line purchases, Ap utilization and in overall web traffic.

    Also never forget the growth of Apple tablet usage in the Enterprise. This is in the very early days. Many Fortune 500 companies are only just starting to use Tablets for PC replacement and in customized business applications. Remember the PC had a very successful 30+ year run and has only begun to slow down in the last couple of years. We are in the very early days of the mobile web and mobile device build out. Don't get in too much of a hurry in drawing what are likely to be premature conclusions.
    Apr 30, 2014. 05:23 PM | 7 Likes Like |Link to Comment
  • Facebook turns negative; company acquiring fitness app [View news story]
    Nike is in bed with $AAPL on iWatch. Do not need their own development team anymore. IWatch will have a Nike Ap or equiv that does same function. Nike CEO has been on Apple BOD for several years. Paths are converging in fitness wireless stuff including wearables. Look for apple logos to be showing in nike advertisements etc
    Apr 24, 2014. 03:25 PM | Likes Like |Link to Comment
  • Competitors Are Like Piranhas Chewing Up Apple [View article]
    Azazello, I agree with your clarification totally. Thanks.
    Apr 13, 2014. 01:28 PM | Likes Like |Link to Comment
  • Competitors Are Like Piranhas Chewing Up Apple [View article]
    87% adoption rate is a measure of the success of Apple's ability to keep iPhones up to date and malware free in the field. If you read the release of information associated with the current Apple-Samsung trial, you will see how frustrated even Samsung is about the Android upgrade problem, This is one of the top factors in their considerations of moving to a new operating system vs. Android.

    As if it weren't so already, the ability to keep your wireless device operating system current is going to be more and more important. Just consider how important this feature will become as mobile payments and health applications are everyday usage, and as malware threats become more extreme. Malware not only presents financial hazards but could be a threat to your life if you become dependent on mobile monitoring of vital signs.

    Cinncinnatus, one more time, thanks for pointing out the need for me to clarify and the opportunity to drive my points home even further.
    Apr 13, 2014. 01:16 PM | 1 Like Like |Link to Comment
  • Competitors Are Like Piranhas Chewing Up Apple [View article]
    Those who want to short cut investment decision making using market share as a dominant factor without fundamental understanding of what is happening in the marketplace and the companies involved deserve what they get:

    Apple vs. Samsung docs reveal Galaxy Tab was a flop and Samsung knew it
    http://bit.ly/1hpELl0

    Apple's iOS 7 reaches 87% adoption, still growing faster than Android 4.4 KitKat
    http://bit.ly/1hpELl7
    Apr 11, 2014. 09:56 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
1,298 Comments
2,995 Likes