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Stan Low

Stan Low
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  • Apple Has Its Mojo Back [View article]
    I agree with you .... It is POTENTIALLY huge.... But so is your math. To get $27B from $0.15 per $100 transaction, you need 180B transactions for a spend of $18 Trillion (!) . Using your example, that's $180,000 per year (!!) by each of the 100M customers, or about $500 per day... every day... I don't think that is a conservative estimate. I think critical mass would be 400-500M people worldwide spending 12K per year through the phone... remember there's a lot of stuff that gets paid for "not in person" (think pre-authorized, etc) or cash... $12K spending generates $18 in fees, or $7.2B total
    Oct 21, 2014. 11:00 PM | Likes Like |Link to Comment
  • Apple Has Its Mojo Back [View article]
    If every one of the 750 million iTune account holders is a real person, and spends $100 on Apple Pay, Apple earns $112.5 million.
    Pocket change relatively speaking to Apple.
    It has to get to an average $5k-10k spend per account to get meaningful.
    Which means, people have to be able use it for anything and everything.
    Possible but probably still 2-3 years away at least.
    Oct 21, 2014. 04:01 PM | 1 Like Like |Link to Comment
  • Apple beats estimates, issues solid guidance; shares lower [View news story]
    It should change its ticker to AAMZN. Then a report like this would send it up $150
    Oct 28, 2013. 04:39 PM | 28 Likes Like |Link to Comment
  • Samsung smartwatch reviews critical; Apple working on flexible OLEDs? [View news story]
    Mild, muted criticism for what can charitably be called "crap". The critics must save their venom for Apple products
    Oct 1, 2013. 05:27 PM | 3 Likes Like |Link to Comment
  • BlackBerry Sells Out In 90 Minutes At Selfridges [View article]

    You are 100% right, sir, and I admire your efforts to right this wrong.

    I think it is truly despicable when BBRY longs publish inaccurate information to move the stock price. Don't they know that people have invested their hard-earned money to short the stock?
    Apr 27, 2013. 12:24 PM | 5 Likes Like |Link to Comment
  • Money Parked Overseas Continues To Increase [View article]
    Do you not mean trillion in the JP Morgan report?
    Mar 11, 2013. 03:26 PM | Likes Like |Link to Comment
  • In Defense Of Apple: Battling The Mounting Hysteria [View article]
    @ fatfat

    True, but burning through cash value, which may never be regained, will still impact your net worth, and at some point you will need to seriously revisit your faith in the stock and decide whether you will be a bag-holder...
    Jan 24, 2013. 09:57 PM | 2 Likes Like |Link to Comment
  • In Defense Of Apple: Battling The Mounting Hysteria [View article]
    @ STDvooh

    I understand the absolutely excellent numbers, but many others don't (including the so called expert analysts), and so the stock price craters.
    Patience is needed, but then one remembers "the market can be irrational for longer than you can stay solvent"...

    On that note, this article is a classic
    Jan 24, 2013. 08:50 PM | 7 Likes Like |Link to Comment
  • Comparing Apple's Guidance To Actual Results [View article]

    Thanks, a very insightful article.

    Last earnings, I asked you why it mattered that analysts' estimates were missed even when AAPL beat their own guidance.

    Your explanation suggested that because price targets were set based on analyst estimates (and presumably the stock price moved up accordingly) thus if the results were lower so too should the stock price.

    So now we have a quarter where the price has essentially cratered and is below virtually all analyst targets out there. People don't seem to be buying the stock based on the analysts. So, if again, AAPL beats its own guidance, but not the analysts, why should the stock suffer?
    Jan 14, 2013. 02:34 PM | Likes Like |Link to Comment
  • Apple: Get Ready For January 18 [View article]
    It's Monday in Japan
    Jan 13, 2013. 11:12 PM | Likes Like |Link to Comment
  • Android Is Dead, Part 3: The Numbers [View article]
    "Microsoft has dominated the enterprise despite being Malware and Virus laden"

    Generally, these issues were at the personal level (ie, home computer) since most enterprise systems had stricter controls on downloads and the type of software that could be installed...
    Dec 30, 2012. 08:04 PM | Likes Like |Link to Comment
  • What Wal-Mart's Promotion Of The Apple iPhone Means For Both Companies [View article]

    So AAPL only succeeds if non-WMT shoppers pay full price for its products? If it gains market share from its competitors at anything less than full price and profit margin, or from the wrong class of people, then this is bad?

    Theirs is not the AMZN model (no profit, but make up for it in volume). More sales volume to AAPL does actually mean more net revenue.

    And if a discounted sale of one their products, prevents a sale and profit to a competitor, how have they hurt themselves? Seems to me they chalk up another one for their ecosystem.
    Dec 17, 2012. 05:26 PM | 8 Likes Like |Link to Comment
  • Apple's Achilles' Heel: Samsung Has An Arrow Pointed Straight At It [View article]
    I can just imagine how well the circuitry will stand up to repeated flexing... But I guess, because it will be so cheap, Samsung customers will just go out and buy another... But will it be cheap?
    Dec 12, 2012. 03:49 PM | 1 Like Like |Link to Comment
  • Apple's Worst Day In Nearly 4 Years [View article]
    You have to admire his commitment to singlehandedly trying raise a $3 stock back up 1000% to what it once was. Then again, 6% for him is $0.18, not $38
    Dec 5, 2012. 05:16 PM | 11 Likes Like |Link to Comment
  • Will iPads Replace Textbooks In K-12 Classrooms? [View article]
    As someone who was a student "some time" ago, when those platitudes actually meant something, I agree with you.

    However, the use of an iPad mini, or any other technology for that matter, would not impede any school board who decided to adopt such "radical" learning concepts. Its the people, not their tools...
    Nov 1, 2012. 11:11 AM | 1 Like Like |Link to Comment