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Amazon's Biggest Mistake: Not Begging For A Partnership With Apple
- Amazon wasted money and time developing its own hardware.
- Partnership, not competition, with Apple would have and, quite possibly, still makes the most sense.
- That said, Amazon's overarching, largely positive narrative remains intact.
Don't Apply 'Lessons' From The Dot-Com Bust Of 2000-2001 To 2014's Version Of Amazon
- Saying investors have given Amazon a "hall pass" incorrectly suggests Amazon has done something wrong.
- Along with a handful of other tech companies, Amazon has changed the way people live.
- With massive opportunity going forward, there's no reason to turn sour on Amazon now.
- And, most importantly, don't erroneously apply what happened during a dot-com bust 15 years ago to Amazon's situation today.
Thoughts On Cable And Satellite Going A La Carte
- CBS and HBO's Internet-only offerings will prompt other networks to consider severing traditional ties with cable and satellite companies.
- Major professional sports leagues don't have to wait.
- As the NHL example illustrates, cable and satellite hold fans hostage for access to a relatively small batch of programming.
- Once sports falls, the cable and satellite establishment will crumble leading to a mad M&A scramble.
Will Pandora Steal Howard Stern From Sirius XM?
- Pandora intends to add programming that will help it further challenge broadcast radio in the automobile.
- Howard Stern's contract with Sirius XM expires at the end of 2015.
- Given Stern's focus on interviews with musicians and other celebrities, he would be a perfect fit on Pandora.
It's True, Apple Is About To Crush Microsoft With Business Customers
- On its earnings call, Apple made it clear - it's coming for Microsoft's enterprise business.
- Apple penetrates corporations through the front door consumers happily open.
- This emerging enterprise business might prove more exciting than other known or rumored Apple endeavors.
Stop The Insanity: Apple Doesn't Have An 'iPad Problem'
- 12.3 million iPads sold does not represent anything "ugly" or "bad" at Apple.
- Considered critically, iPad represents one piece of Apple's body of work, which serves different sets of users in different ways at different times.
- Like Steve Jobs, Tim Cook focuses on this long haul body of work; investors should as well.
Is Apple Finally A Flight To Safety Stock?
- Apple has outperformed the major stock market indices over the past year.
- This makes Apple what it should be - a flight to safety during uncertain times for tech stocks.
- While names such as Netflix eventually show their true colors, Apple hums along.
Can Once Great American Retailers Rise Again?
- Failed strategies of the past, such as wholesale store closures, will not save physical retail's laggards.
- Brick and mortar retail must begin to act independent of Amazon.com, not merely in response to it.
- The first struggling retailer to hire an innovator as CEO could be the first legitimate long-term buy in a group that includes BBY, JCP and SHLD.
As Rogers Communications Trashes Hockey Night In Canada, Is The Stock A Buy?
- Rogers Communications received a somewhat cautious upgrade Monday.
- While RCI performed remarkably well in 2012, it has been a dog for almost two years since.
- If hockey-related catalysts don't pan out, investors are left with nothing but a slow-growth Canadian telecommunications company.
Watch As Apple Hoses The Music Industry Yet Again
- Tech companies continue to dilute the value of music.
- And there's nothing the music industry can do about it.
- This reality makes names such as Apple great long-term buys in the space.
Marissa Mayer Knows What Yahoo Needs, Critics Have No Clue
- Ignore mindless M&A chatter on Yahoo.
- Snapchat could represent a wise investment by Marissa Mayer; no more, no less.
- Long-term investors take note - Yahoo's future is all about premium programming attracting premium advertising.
If The Apple Watch Fails, Does Tim Cook Get Fired?
- Apple's latest batch of iPhones ultimately contributes to Steve Jobs' legacy.
- Thus far, Tim Cook's regime rests on maintaining Apple's existing success and hoping for a hit with the forthcoming Apple Watch.
- Anything less than iPod, iPhone or iPad-like success with the watch will prompt the media and some investors to question Cook's effectiveness and long-term potential as CEO.
Apple Will Do A Television Set
- Don't laugh at Apple analyst Gene Munster, an Apple television set makes perfect sense.
- As Tim Cook has stated repeatedly the living room is ripe for disruption.
- Apple doesn't need content to produce and succeed with an integrated iTV/Apple set-top box combo.
Apple, Google Will Crush Microsoft Just As Amazon Did Best Buy
- Best Buy's stock performance in 2013 and now in 2014 is a mirage.
- Something similar applies to Microsoft as you can draw conceptual parallels between the two companies.
- Tech companies and competent retailers continue to put the hurt on a stagnant Best Buy.
- By a similar token, Apple, Google and others will loosen and eventually destroy Microsoft's foothold with business customers.
Apple's Next Billion-Dollar Business
- Apple dropped the ball on the U2 free "download" promotion.
- It's likely, however, that Tim Cook has bigger and better plans for Apple's music-related business.
- Expect Apple to create the modern-day equivalent of a record label led by Jimmy Iovine and Dr. Dre.
With Amazon Bears Proven Wrong, The Road To $400 Remains Open
- Buy dips in AMZN on post-earnings swoons; history shows you'll make money.
- Dig deeper to better understand the notion of profitability at Amazon.
- Step into modern day investing where valuations and profits don't matter as much as revenue growth and ubiquity.
Forget Alibaba, Let's Talk About Yahoo
- The Board didn't hire Marissa Mayer to count the beans Yahoo's core business collects.
- Mayer will not spend proceeds from the Alibaba IPO on M&A just for the sake of spending them.
- Yahoo must differentiate itself in the streaming video space.
- Mayer can exploit the largely untapped music industry for new revenue via live concert streaming.
A Look Inside Pandora's New Kinder, Gentler Strategy
- Co-Founder Tim Westergren's adversarial approach to the music industry seems to be out of favor at Pandora.
- Westergren now takes a backseat to other top executives, particularly CFO Mike Herring.
- While the changes don't necessarily make Pandora shares a buy, keep an eye on what the company does next.
At Apple, There's No Need For Tim Cook To Be Revolutionary
- Tim Cook has escaped the once impossible overhang of replacing Steve Jobs.
- Cook not only understands and expertly articulates, but also embodies the notion that incremental changes ultimately equal revolution at Apple.
- If you share Cook's calm and cool long-term vision, it might make sense to take a bite of AAPL shares.
A 10 Year Old's Take On Microsoft's $2.5 Billion Purchase Of Minecraft
- Microsoft is after ubiquity with its purchase of Minecraft.
- As Apple, Google and others go after Microsoft's enterprise business, Microsoft seeks better standing with consumers.
- Microsoft can't buy Apple, Amazon or Google-like omnipresence after failing to build it.
Investors Can't Believe The Apple Hype
- iPhone 6 and iPhone 6 Plus will crush Apple records.
- Mobile payments on iPhone will change the game, leaving carnage in its wake.
- But investors should not allow Apple euphoria to cloud their judgment on the stock.
- Banking Massive Pandora Gains, Getting Aggressive With Lululemon
- Pandora Goes On The Offensive, Takes It To Traditional Radio
- Playing The Latest Apple Bounce Somewhat Conservatively
- Karmazin's Ego Gets In The Way Of Sirius XM's Success
- Apple Bulls: Has David Einhorn Ever Heard Of Steve Jobs?
- Thanks Apple For Killing My Portfolio
- Netflix Executive Out, Massive Insider Buy: What's Going On?
- Sell Ford, Even If You Are A Long-Term Investor
- Should You Buy Pandora Ahead Of Earnings?
- Sirius XM: Running Out Of Options
- Going All-In Apple: A Counterintuitive Approach To Investing