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Robert McDonald

 
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  • 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
  • Competitors Are Like Piranhas Chewing Up Apple [View article]
    RadarTheKat, You are absolutely correct. You could even go so far as to say, the sales of all those low quality Android phones will result in lots of upgrades to the Apple Ecosystem. "Fool me once but do not fool me twice."
    Apr 10, 2014. 05:39 PM | 1 Like Like |Link to Comment
  • Competitors Are Like Piranhas Chewing Up Apple [View article]
    Hmm, seems like I heard this about Apple's ability to design advanced microprocessors. Have your hear about the A7 processor and the fact it is the first 64 bit mobile processor and has hit the ground running to significant acclaim?


    Right now the baseband idea is a rumor.

    http://bit.ly/R6ZpwP

    The idea of of a system on a chip that incorporates all mobile processing needs plus baseband modem is being explored by Intel, Samsung and others. If Apple is going down this path they are just doing what comes naturally.
    Apr 10, 2014. 04:43 PM | 1 Like Like |Link to Comment
  • Competitors Are Like Piranhas Chewing Up Apple [View article]
    Article is by Rocco Pandela, not Cramer. Pandela has followed Apple for many years. He is a bit of loose cannon but can be insightful as he is here. He has certainly done the homework and has the experience base to make this call.
    Apr 10, 2014. 04:30 PM | 1 Like Like |Link to Comment
  • Competitors Are Like Piranhas Chewing Up Apple [View article]
    Yes I would expect Intel processors and modems to see significant application in mobile web devices at some point in time. At this point however they are a minority player and face significant competition. It is not at all clear how Intel is going to make their entry into the mobile device market and how much pain, including up front spending and margin degradation, they will suffer in the process.

    Apple “A” Series Chip Approaches ‘Cross-Over’ With Intel Chips, Says JP Morgan
    http://bit.ly/1gQvJZB

    Apple unlikely to utilize custom iPhone baseband chip until 2015 at earliest, JP Morgan says
    http://bit.ly/1gQvKfP
    Apr 10, 2014. 02:09 PM | Likes Like |Link to Comment
  • Competitors Are Like Piranhas Chewing Up Apple [View article]
    The key problem that leads to the market share and smartphone saturation thinking is that many do not understand that the mobile web and associated devices are in their infancy.

    By way of example the PC was born in the mid 70's and only lost its growth momentum in the last couple of years, a 40 year run!! Parenthetically however I do need to note the Apple exception. Their desktops and laptops are not seeing the downturn problem due to their user friendliness, reliability and quality of function.

    I can remember Gordon Moore of Intel saying in the early days that he only saw a market for a few thousand of these "things" and the market would be saturated. This is the man who also gave us Moore's law in 1965 and yet he was totally wrong about the future of PC's. This example should be a wake up call to would be pundits like Michael Blair. Hello.

    The power of the PC went on to power the internet, rival main frames for even big data tasks and run complex instrumentation and systems in ways no one could foresee.

    Mobile devices of the next ten years will have new functions we can only imagine at this point. There will be no market saturation, certainly at the high end, for at least another decade or more.
    Apr 9, 2014. 05:24 PM | 3 Likes Like |Link to Comment
  • Competitors Are Like Piranhas Chewing Up Apple [View article]
    Apple's iPhone 6 Will Demolish Android http://stks.co/j0U0n -- "So, while Apple's never been a marketshare story, it's about to become one without even trying. If Apple wanted to actively pursue Android-like marketshare it would and easily could have done it a long time ago." << There are a whole lot of knowledgeable people who agree with this statement
    Apr 9, 2014. 03:31 PM | 2 Likes Like |Link to Comment
  • Competitors Are Like Piranhas Chewing Up Apple [View article]
    Using the metaphor you suggest, Mr. Blair has a lot of Blackberry juice all over an important part of his windscreen and is getting only a partial view of business realities. This includes the strength of Apple mobile device designs and Ecosystem vis a vis the competition. In my case, yes I am looking at the track record but I am and also looking at the powerful business base, business momentum and development funding available going forward.
    Apr 9, 2014. 11:08 AM | 4 Likes Like |Link to Comment
  • Competitors Are Like Piranhas Chewing Up Apple [View article]
    If Mr Blair looked at the profits made by all Mobile device companies vs. Apple, his over promotion (or maybe fixation) with market share numbers in the highly bifurcated mobile device market would become obvious. See my comments on Mr. Blair's last overly negative Apple article:

    http://bit.ly/1lOM3lg

    If you look at who gets the biggest part of the take home dollars, Apple is the Piranha. That's why Apple's cash and cash equivalents have grown to be 10% of all U.S. corporate cash holdings combined. Maybe Mr. Blair has consumed too much Blackberry juice.
    Apr 8, 2014. 08:05 PM | 14 Likes Like |Link to Comment
  • Apple's Q2 Results Are Likely To Disappoint [View article]
    @kkeate Thanks for the above post:

    http://onforb.es/1hou654

    Here are are the title and first sentence from this Forbes article datelined yesterday:

    "Apple's iPhone 5s Still The Top Selling Smartphone Worldwide"

    "Counterpoint research released its worldwide smartphone survey for February and it showed that Apple ... iPhones were in the top two positions with the 5s and 5c in first and second place."
    Apr 4, 2014. 01:16 PM | 2 Likes Like |Link to Comment
  • Apple's Q2 Results Are Likely To Disappoint [View article]
    I also remind Mr. Blair that Wikopedia recognizes the past quarter as Apple's best ever:

    http://bit.ly/1e3caRL
    Apr 4, 2014. 12:18 PM | 2 Likes Like |Link to Comment
  • Apple's Q2 Results Are Likely To Disappoint [View article]
    Apple's Q2 Results Are Likely To Disappoint [View article]
    As usual, Mr. Blair supports his theses using market share numbers and short term trends. Despite multiple efforts to explain to him with appropriate references that total sales, margin and net earnings are the reasons companies are in business and the biggest reason long term investors buy their stock, Mr Blair continues to ignore these facts. I reference my many referenced responses to Mr. Blair's earlier SA articles on this topic.

    I would add that longer term growth of sales and earnings are very important. A credible analysis includes longer term y-y trends vs. over focus on a few y-y numbers. This provides a much more accurate picture of business realities.

    In the mobile device market place, there several reasons why market share and short term trends can provide an exceptionally misleading understanding of the business picture. For one, it is an understatement to say that over half the smart phones and tablets have been and are continuing to be sold with little to no profit, or even at a loss. Many of these devices have limited functionality or are designed for novice users and even children. Adding to the analytical challenge is the fact that short term and even y-y trends present additional interpretation problems. This is for the reason that the mobile device market is highly seasonal and new product driven. Not taking these business realities and fluctuations into account adds significant misunderstandings to conclusions based on market share and limited trend numbers. The accurate business reality is only revealed with a more complete analysis.

    Very few if any professional or many sophisticated amateur stock analysts would be satisfied with Mr. Blair's analytic approach.

    One more time I will make the easily proven point, that as compared with other Fortune 500 companies, Apple's overall financial numbers trends are outstandingly good, numbers that most Fortune 500 companies would be very glad to have. Just go to Yahoo Finance, Google finance, Marketwatch financial summaries or a recent Barron's cover story:

    http://bit.ly/1il68dA

    As long as Mr. Blair continues ignoring these fundamental and important business facts, many of his theses, related statements and most if not all of his conclusions remain questionable in the light of the larger picture. Yes the downside argument might be possible but the probabilities of what is likely to happen do not support his dire predictions. It is sad to see America's largest and most successful business enterprise attacked in this manner. I cannot help but wonder why these articles on Apple have continued as they have.

    Note to the author: Please spell my name correctly in the future. Thank you.
    Apr 4, 2014. 12:13 PM | 3 Likes Like |Link to Comment
  • Apple's Q2 Results Are Likely To Disappoint [View article]
    As usual, Mr. Blair supports his theses using market share numbers and short term trends. Despite multiple efforts to explain to him with appropriate references that total sales, margin and net earnings are the reasons companies are in business and the biggest reason long term investors buy their stock, Mr Blair continues to ignore these facts. I reference my many referenced responses to Mr. Blair's earlier SA articles on this topic.

    I would add that longer term growth of sales and earnings are very important. A credible analysis includes longer term y-y trends vs. over focus on a few y-y numbers. This provides a much more accurate picture of business realities.

    In the mobile device market place, there several reasons why market share and short term trends can provide an exceptionally misleading understanding of the business picture. For one, it is an understatement to say that over half the smart phones and tablets have been and are continuing to be sold with little to no profit, or even at a loss. Many of these devices have limited functionality or are designed for novice users and even children. Adding to the analytical challenge is the fact that short term and even y-y trends present additional interpretation problems. This is for the reason that the mobile device market is highly seasonal and new product driven. Not taking these business realities and fluctuations into account adds significant misunderstandings to conclusions based on market share and limited trend numbers. The accurate business reality is only revealed with a more complete analysis.

    Very few if any professional or many sophisticated amateur stock analysts would be satisfied with Mr. Blair's analytic approach.

    One more time I will make the easily proven point, that as compared with other Fortune 500 companies, Apple's overall financial numbers trends are outstandingly good, numbers that most Fortune 500 companies would be very glad to have. Just go to Yahoo Finance, Google finance, Marketwatch financial summaries or a recent Barron's cover story:

    http://bit.ly/1il68dA

    As long as Mr. Blair continues ignoring these fundamental and important business facts, many of his theses, related statements and most if not all of his conclusions remain questionable in the light of the larger picture. Yes the downside argument might be possible but the probabilities of what is likely to happen do not support his dire predictions. It is sad to see America's largest and most successful business enterprise attacked in this manner. I cannot help but wonder why these articles on Apple have continued as they have.

    Note to the author: Please spell my name correctly in the future. Thank you.
    Apr 4, 2014. 11:59 AM | 7 Likes Like |Link to Comment
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