Seeking Alpha

Tom Findlay

Tom Findlay
Send Message
View as an RSS Feed
View Tom Findlay's Comments BY TICKER:
Latest  |  Highest rated
  • Apple: We May See 3 New iPhones In September [View article]
    Suspect this year will retain the pattern of an "S" year btw major upgrade cycles, so no iPhone 7. I believe we'll get an iPhone 6S+, 6S and 6C and the iPhone 5S retained as the low cost option.
    May 4, 2015. 10:40 AM | 8 Likes Like |Link to Comment
  • Apple Could And Should Diversify To The Renewable Energy Business [View article]
    Solar is utterly commoditized, with no opportunity to offer the ecosytem and differentiators that have powered Apple's growth and profitability. The is a non-starter, IMO.
    Apr 20, 2015. 10:04 AM | 9 Likes Like |Link to Comment
  • BlackBerry: No Major Surprises But Turnaround Will Take Time [View article]
    It never ceases to amaze me how Mr Blair continues to see Blackberry's glass as half full, while Apple's is always half--ok, completely--empty.
    Mar 29, 2015. 12:38 AM | 4 Likes Like |Link to Comment
  • Apple: Longer-Term Headwinds Make Blowout Quarter A Tough Act To Follow [View article]
    The great thing about Mr Blair's consistent "glass is half empty" analysis of AAPL is that it's the biggest glass in the history of corporate profits.
    Jan 28, 2015. 04:34 PM | 1 Like Like |Link to Comment
  • Watch Out Apple, Xiaomi Is Coming To Each One Of Your Segments [View article]
    Your response doesn't address any of the multiple factors that make fast-following Apple so difficult. You seem to be implying that throwing money at the problem will solve it, which I simply don't see. Glad to hear any arguments you might have though.
    Jan 14, 2015. 02:41 PM | Likes Like |Link to Comment
  • Is Apple Becoming The Next IBM? [View article]
    I would suggest you reread the article (or maybe read it fully for the first time). It actually praises AAPL for the efficiency with which it allocates R&D capital. IBM is the one that gets rough treatment.
    Jan 8, 2015. 11:39 AM | 7 Likes Like |Link to Comment
  • Is Apple Becoming The Next IBM? [View article]
    This Steve Jobs quote goes a long way to explaining AAPL's efficiency in allocating R&D capital:

    “People think focus means saying yes to the thing you've got to focus on. But that's not what it means at all. It means saying no to the hundred other good ideas that there are. You have to pick carefully. I'm actually as proud of the things we haven't done as the things I have done. Innovation is saying no to 1,000 things."

    Asked about the lessons he learned from Jobs, Jonny Ive recently stated "that focus means 'not doing something that, with every bone in your body, you think is a phenomenal idea,' if it would prevent you from staying on task." (http://vnty.fr/1xJeExp)

    I believe it is fair to say this approach is deeply embedded in AAPL's DNA, and that Tim Cook continues to enforce it.
    Jan 8, 2015. 11:34 AM | 4 Likes Like |Link to Comment
  • Watch Out Apple, Xiaomi Is Coming To Each One Of Your Segments [View article]
    The problem with being a fast follower (like Samsung and Xiaomi) is there'll always be a faster follower, which makes for a pretty narrow moat. Apple, on the other hand, has a wide moat because of its strong ecosystem, the increasing integration of iOS and OSX to provide a seamless experience between devices, tight integration of proprietary chip design and iOS, design and manufacturing superiority and its aspirational status for consumers, especially in markets such as China. Android-based fast followers, on the other hand, are vulnerable to lack of control over the OS (witness Samsung's efforts with Tizen, which is an attempt to build its own Anrdroid replacement), almost non-existent ability to achieve chip-OS integration, and constant commoditization of 2nd tier and below phones, including shameless copies of iPhones, just as Samsung and Xiaomi have demonstrated.

    Advantage, Apple, on all counts, IMO. Which is why have been and will remain long AAPL, as long as those advantages remain.
    Nov 18, 2014. 11:21 AM | Likes Like |Link to Comment
  • Watch Out Apple, Xiaomi Is Coming To Each One Of Your Segments [View article]
    More from the Church of Market Share. Let's see, remember when HTC was going to eat Apple's lunch, as it built market share? Then along came Samsung, which ate HTC's lunch , instead of Apple's, as it built market share. But of course it was then going to eat Apple's lunch. Then along came Xiaomi, which ate Samsung's lunch, instead of Apple's, as it built market share. But of course it was then going to eat Apple's lunch...

    Does anyone see pattern here?
    Nov 18, 2014. 01:03 AM | 1 Like Like |Link to Comment
  • Watch Out Apple, Xiaomi Is Coming To Each One Of Your Segments [View article]
    Thank you for that explanation, @Cao Nima. Very helpful.
    Nov 18, 2014. 12:35 AM | 1 Like Like |Link to Comment
  • Piketty's Envy Problem [View article]
    Well, I get that, obvious as it is. But what does this piece tell me that is useful from an investing perspective? Nothing.
    Sep 2, 2014. 10:01 AM | Likes Like |Link to Comment
  • Piketty's Envy Problem [View article]
    I really have no idea what relevance this piece has for Seeking Alpha. What has it got to do with investing? How does it help investors make their decisions?

    I'd be the first to admit I have some sympathy for Piketty's thesis, but this debate belongs elsewhere.
    Sep 2, 2014. 01:57 AM | Likes Like |Link to Comment
  • Apple Stock Price Likely To Peak Before Long [View article]
    Apple's China strategy all wrong according to Mr Blair. Funny how that terrible strategy led to iPhone sales in China jumping 48% in Q3.
    Jul 22, 2014. 05:49 PM | 2 Likes Like |Link to Comment
  • A Tale Of Unbridled Optimism [View article]
    I have no idea what the so-called iWatch is going to be and do, but if history (iPhone, iPad) is any lesson, it will be greeted with derision. Where it goes from there, I also have no idea, but if history is any lesson...

    Which really is to say we can speculate all we want, but Apple has a pattern of entering product categories late, of being told they delivered a piece of garbage, then owning that market (at least sufficiently to be incredibly and sustainably profitable in said category).

    That's why I remain long AAPL until those who deride the newest "piece of garbage" from Apple have been proved right. My instincts are that means I'm going to remain long AAPL for a long time. But we'll see.
    Jun 24, 2014. 11:34 PM | 1 Like Like |Link to Comment
  • Apple Stock Price Likely To Peak Before Long [View article]
    Not making rules for anybody, Luke472. I just think that for anyone who is a serious investor, the less invective and abuse he or she has to wade through to find useful information the better. Solid facts and analysis will discredit Mr Blair's case far more quickly than calling him a tool. But you can play this game however you want.
    May 31, 2014. 03:38 PM | Likes Like |Link to Comment
COMMENTS STATS
29 Comments
87 Likes