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  • Tesla: Learn From The Mess [View article]
    Yeah, but have you ever driven a Tesla? ;)
    Nov 18 04:57 PM | 33 Likes Like |Link to Comment
  • Apple Can't Afford To Concede Market Share - I Don't Think It Has To [View article]
    Great article, although I don't see how they can preserve market share if they keep delaying new products (iPad mini retina, iPhone 5S, iPhone 6)...
    To say that Maps was a disaster is an understatement: even if one uses the Google Maps app instead, most third-party apps that need to access maps now rely on the built-in Maps, making them unusable. Anyone saying that Maps is not a failure has never used a navigation system.
    As for Apple being a software company instead of a device maker, lets hope that's not the case. Lets see, what killer apps does Apple have? Search? Nope! Email? Nope! File & picture hosting? Nope! Free streaming video? Nope! It does have messaging and a sort of VOIP, but iMessage and FaceTime are so inferior to the likes of Whatsapp, Skype, Viber and so on that they are not worth using.
    They do have a terrific music & video content business, iTunes, but with a very poorly designed interface. Again, because Apple struggles making good software.
    So, no, Apple is not a software company, it makes cool devices with a neat OS, but don't expect people to keep buying them if the hardware starts to fall too far behind the competition as it is now.

    With that, I say goodbye to SA, I never expected to see so many fanboys (mostly Apple and Tesla) on an investment forum, and I cannot stand the sheep mentality.
    Jun 10 09:49 AM | Likes Like |Link to Comment
  • Apple Is Fundamentally A Value Buy Even With 50% Drop In Earnings [View article]
    Nope.
    They are getting crushed in Europe and their market share is at best stagnating in China. They had a 20% share a year ago that fell to 10% because local consumers waited for the delayed release of the iPhone 5, and now they share is back to just under 20%. They need a cheaper phone with a larger screen to crack that market, which hopefully they are working on. That should help them in India as well, where they have a 3% market share.
    Jun 7 03:13 PM | Likes Like |Link to Comment
  • Apple's Upcoming Products - Is It Time To Buy? [View article]
    Great post, Panoplos. It is not just the relatively small screen size that hurts the iPhone 5 but more likely the silly non-standard long format. They went for the cheap, easy solution and now it will be a mess to go back to a more normal screen resolution because of app compatibility.
    Jun 7 02:41 PM | 1 Like Like |Link to Comment
  • Apple Is Fundamentally A Value Buy Even With 50% Drop In Earnings [View article]
    I think the only stupid people are the Apple fanboys who buy the stock because they are so in love with their iPhones. Abroad, Apple has become virtually non-existent, especially in China. But then again, that is a small market that is easy to ignore.
    Quick question for you: how many of those same fanboys would still put their money where their mouth is if they had to buy their iPhones without carrier subsidies?
    Second question: how many companies do you know that went from a 75% market share to around 25% and can still be considered an industry leader?
    Jun 7 02:18 PM | Likes Like |Link to Comment
  • Apple Is Fundamentally A Value Buy Even With 50% Drop In Earnings [View article]
    I think that Apple is in a long term decline, any bump to $500 should be a great exit point.
    Who wants to own a company that is seeing such a fast drop in sales growth (actually, outright sales decline), poor product pipeline and increased competition from tech titans like Google, Microsoft and Samsung? And the only way they find to leverage their huge cash balance is some dubious financial gimmickry to make their EPS look better. Oh, and building that huge campus complex that will only bloat the overhead.
    Jun 7 09:13 AM | Likes Like |Link to Comment
  • Intel Likely To Win More Samsung Designs [View article]
    Won't the new Samsung tablet have a higher screen resolution than the iPad 2?
    Jun 6 06:29 PM | Likes Like |Link to Comment
  • Intel Likely To Win More Samsung Designs [View article]
    Here is the link to the report: http://seekingalpha.co...

    I stand corrected, they are planning to do it. May be too little, too late and looks like they are desperately trying to move those iPhone 5 with the silly long screen...
    Jun 6 04:23 PM | Likes Like |Link to Comment
  • Intel Likely To Win More Samsung Designs [View article]
    Maybe because nobody is buying iPhones anymore?
    Today Apple started taking trade-ins for the purchase of new phones. Not in India or China, in the US!
    Jun 6 03:04 PM | Likes Like |Link to Comment
  • Intel Likely To Win More Samsung Designs [View article]
    Because after their numerous software fiascos (Maps, Exchange...), the last thing they need is to be perceived as lagging on the hardware side as well (screens, cameras, and now processors).
    Jun 6 02:24 PM | Likes Like |Link to Comment
  • Intel Likely To Win More Samsung Designs [View article]
    Another nail in the coffin for Apple...
    Jun 6 02:07 PM | Likes Like |Link to Comment
  • Tesla Motors (TSLA -0.2%) roundup: 1) Tesla Motors plans to launch a Gen III electric sedan in 2016 which will have a range of at least 200 miles and could sticker for half the price of the Model S. Though still two years away, the new model would presumably be near a price point of EV entries from Toyota and Nissan. 2) CEO Elon Musk says that even after the automaker paid off its DOE loan, it's sitting on a cash pile of about $760M. 3) A Musk tweet makes it clear the founder is in for the long haul: "...just as my money was the first in, it will be the last out." [View news story]
    @ ying: "Anyone else notice the increasing interest / awareness for TSLA? This Seeking Alpha indicator is telling, I remember it was 11K not too long ago..."

    How is that a positive from an investment point of view? I dread stocks that are surrounded by that kind of hype, it reminds me of AAPL on the way to $1000...
    Jun 5 07:13 PM | Likes Like |Link to Comment
  • Tesla $110: A Game Of Musical Chairs [View article]
    I am convinced that Elon Musk is a true visionary, however, I don't like the way he is constantly hyping the stock. The day it tanks, it will end up tarnishing his reputation, as well as the company's.
    Jun 1 05:58 PM | Likes Like |Link to Comment
  • Why Apple Will Repeat History And Plunge Into The Abyss: Time To Call It Quits [View article]
    Have you looked at Maps lately?
    They really need to hit the ball out of the park with iOS 7 because it will be very difficult for them to justify another mediocre release. Let's hope that iOS 6 was a one-off occurrence.
    May 30 11:36 PM | 1 Like Like |Link to Comment
  • Apple Could Destroy Xbox One With An iTV [View article]
    One could imagine an iPhone with the screen of a 4S but with much smaller bezels. There has been talk about doing away with the home button, that would free some space. I guess the problem is that they need the extra volume to fit a decent-sized battery...
    May 30 11:26 PM | Likes Like |Link to Comment
COMMENTS STATS
47 Comments
57 Likes