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Davy Crockett

Davy Crockett
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  • The Real Premium Smartphones Are Not iPhones [View article]
    Fun survey of an exclusive market segment. At least old Bentleys and Rolls Royces retain much of their original value as they age, and eventually start appreciating over time. Unlike luxury phones, luxury autos offer functionality that isn't present in mass produced autos.

    "Apple's decline in the next few quarters is pretty well built in to the schedule of new releases. Almost half of smartphone buyers today are planning to buy a device with a larger screen."

    "For the time being at least, interest in Samsung's devices is growing with 28% of the ChangeWave Research respondents planning to buy a Galaxy over the next 90 days. Those consumers won't be in the market for an iPhone 6 when it arrives."

    There isn't a schedule of new releases with Apple products. Some have guessed that the 4.7" iPhone might arrive earlier than September, possibly in June, and that the 5.5" Phablet may come out in late 2014 because of battery supply problems. We shall see.
    Apr 23 04:08 PM | Likes Like |Link to Comment
  • Apple Significantly Undervalued Compared To Google [View article]
    On the subject of trying a product before investing in the company: Using Google search is more or less a reflex for me and not so much a conscious choice made out of a service preference. I'm guessing that I'm not at all atypical. Lately, I've started using Bing more often, and I've set it up as the home page on Chrome browser. However, Google has set up Chrome in such a way that if you open up multiple browser windows using the Chrome browser (as I often do), you only get the home page the first time - the multiple browser windows open to Google search, and I haven't discovered a way to change that. Other browsers don't work that way. My point is that much of Google's business model depends upon reflexes and automatic opt-ins, rather than conscious consumer choices to use their products and services. Apple is different, depending almost entirely upon conscious consumer choices. An Apple mobile payments system could change that somewhat.
    Mar 5 01:14 PM | 1 Like Like |Link to Comment
  • Will Apple Emulate Gold's Plunge? [View article]
    The recent share buyback coinciding with the recent plunge below $500 conclusively demonstrates that Cook & Apple are committed to defending the share price and putting a floor under any slide. This article is nonsense and in addition is loaded with false analogies.
    Feb 11 01:18 PM | 1 Like Like |Link to Comment
  • Samsung Is Building An Army To Fight Apple [View article]
    Slightly off topic, but you introduced the subject: From a consumer/prices/fairness standpoint, wouldn't you agree that Big Pharma's practice of bribing generic manufacturers to delay the introduction of generic competitors is more significant economically (at least in the US) than violations of patents by generic drug makers? Monopolies can also discourage innovation.
    Feb 6 01:28 PM | Likes Like |Link to Comment
  • Icahn discloses fresh Apple purchases, makes renewed buyback call [View news story]
    Now we know where Icahn has invested some of the profits from the sale of half his investment in Netflix. An excellent move on his part, with or without an increased stock buyback.
    Jan 22 02:09 PM | 2 Likes Like |Link to Comment
  • Apple iPhone goes on sales at China Mobile [View news story]
    Another piece of news that the market has overlooked: Skyworks (SWKS) just reported excellent quarterly earnings and guidance, almost certainly related in large part to record setting iPhone 5s sales, because they have a couple of chipsets in every iPhone. We'll find out for certain in 10 days...
    Jan 17 10:00 AM | 2 Likes Like |Link to Comment
  • 4 Fundamental Reasons To Short Yelp [View article]
    I agree with 3 of the author's 4 points. I think that Yelp will attract much more traffic than Google Reviews for many years to come (at least in the US), because of its brand name strength, but I doubt that Yelp will ever be able to monetize its users with anything close to Google's revenue per click success. I'm hesitant to short it at present because it continues to be pushed irrationally higher by analysts, such as the recent upgrade from JP Morgan.
    Jan 10 04:13 PM | 1 Like Like |Link to Comment
  • The Whole 'Amazon Competes With Costco' Story Is Unrealistic [View article]
    It's strange how Costco never gets any acknowledgement in the Wall Street world for its wholesale business deliveries, which makes it a competitor to Sysco and other wholesale suppliers to retail (especially food) businesses. Instead, it's always perceived of as a big box retailer.
    Jan 9 05:19 PM | Likes Like |Link to Comment
  • Apple's Last Chance To Dominate The High End [View article]
    @samuel-liu: I didn't say that it works as well as a MacBook - it definitely doesn't. It is obviously intended to resemble a MacBook in form and color, and the chiclet-style keyboard looks and feels like a MacBook keyboard.
    Jan 6 01:48 PM | Likes Like |Link to Comment
  • Apple's Last Chance To Dominate The High End [View article]
    Vicious is the wrong word. Unscrupulous is probably a better description of Samsung's tactics in the marketplace, and their brazen copying of competitors' designs extends to all of their product lines, not just smartphones. I own a Samsung/Windows laptop that looks and feels very much like a MacBook. Dyson is currently suing Samsung for patent infringement on some vacuum cleaner features.
    Jan 6 11:30 AM | 2 Likes Like |Link to Comment
  • Apple cut to Sell at Standpoint over moral reasons [View news story]
    I always enjoy a humor piece (unintentional in this case) to get me going on Monday morning. How does this one rate compared to the "Steve Jobs was mean so I'm downgrading" thesis?
    Jan 6 10:44 AM | Likes Like |Link to Comment
  • Microsoft Screwed Up [View article]
    I think that the author misunderstands Microsoft's apparent strategy in the tablet market. They are primarily interested in addressing the higher end of the tablet market and leaving the low end to Lenovo, Dell, Toshiba, and others who are now producing some very good Windows 8.1 8" tablets that are far more functional than competing low end Android devices, and therefore well worth the modest extra cost (but still much cheaper than an iPad Mini). With these tablets, one doesn't need a more expensive SIM card model and data plan to stay connected while traveling - a USB dongle and prepaid data works fine, just as with a PC. As for JarJarThomas' complaint about a clumsy interface, that's easily solved with a Bluetooth keyboard that fits snug with the tablet in a custom case, available at a reasonable price from many sources. Microsoft is addressing the tablet market only at the high end because their main business is and will continue to be operating systems and other software, and they want to avoid pissing off and alienating their primary customers, who are the PC manufacturers.
    Jan 3 01:14 PM | 2 Likes Like |Link to Comment
  • Apple downgraded at Wells over margin concern [View news story]
    Haven't we already heard similar opinions countless times already? One would think that by now, the shrinking margins possible scenario would be fully priced in. Rather pointless to be repeating it so close to earnings, unless the goal is to provide institutional investors with a better buy-in opportunity via talking the price down.
    Jan 2 01:56 PM | 1 Like Like |Link to Comment
  • Morgan Stanley: China Mobile deal to add 12M incremental iPhone sales [View news story]
    Brand and quality consciousness among the Chinese considerably pre-dates the modern era of a capitalist economy with a communist government. When I visited China in 1986, when private ownership of cars was illegal and everyone got around on bicycles, everyone aspired to own Japanese-made appliances. In order to do that, one had to have connections with party officials and VIPs who were able to shop in special stores that were off limits to common folk. Many millions of ordinary Chinese chose to pay the higher price plus the procurement bribe for a better kitchen. The average urban dweller salary in China at that point was well under $100/month.

    I have no doubt that iPhone sales in China will be at the high end of current estimates.
    Dec 16 01:50 PM | Likes Like |Link to Comment
  • Apple Bears Throw In The Towel [View article]
    I won't defend the bears - I think they are grasping at straws in justification of their positions. If you go to, you will see that AAPL is still being very heavily shorted. Therefore, consider changing the title of the article to "Apple Bears Should Throw in the Towel."
    Dec 14 10:41 PM | Likes Like |Link to Comment