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mrphil49

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  • Could Apple Eliminate The iPad Mini? [View article]
    If IBM actually works w/Apple to get the apps up to speed, the iPad Mini sales will rapidly climb. Enterprise is still tied to the 3" x 5" & 5" x 7" paper note pad. There is a crying out for iPad replacement. Restaurants are already using them. Managers need them but where are the custom designed forms that even an independent plumber/electrician needs. Inventory done by hand is still the normal! We need forms that let us enter inventory as we store it & then automatically sort it by supplier sent to the back office Mac. It should not be marketed as a cheap media device! Enterprise!
    Aug 20, 2015. 09:57 AM | Likes Like |Link to Comment
  • Are Google Investors Too Exuberant Before Apple Introduces Its Next iPhone? [View article]
    Duck Duck Go was already quietly switched on my iPhone from Google w/out asking! Works just fine . Has no one commenting here read the developers reports on the New iOS & OS coming out with the new iPhones & the new OS this Fall that automatically blocks Google & other advertising! Ahh, Facebook w/out the advertising. You can turn the ads back on, but will you? Apple makes over 90% of phone profits world wide while selling a modest percentage of phones. A never before done non-monopoly w/near total dominance. Samsung is already selling their top of the line new phones at a loss & considering dropping out of the high end phone market as Google's Android is now too fractured. Even Microsoft is switching to the Apple business model & increasingly making their own hardware & announced that 3rd party vendors of PC/Tablets will be cut off of their OS's. Me thinks, Tim is determined to fulfill a promise to dying friend, Steve, to finish that "Thermonuclear War" on Google & Samsung.
    Aug 20, 2015. 08:38 AM | 5 Likes Like |Link to Comment
  • What To Consider Before Selling Apple [View article]
    A lot of us have long term Apple holdings in IRA/Roth accounts. We can sell & leave the $ in a cash IRA/Roth account w/no tax consequences until disbursement & jump back in (unless all our & were in Lemann Bros.
    Aug 17, 2015. 01:37 PM | 7 Likes Like |Link to Comment
  • Liquidmetal reports seeing 101 RFQs in Q2 [View news story]
    Patience. Let's not have another rush to production from a big client & have another "GTAT" disaster (it takes time to perfect mass production & money).
    Aug 13, 2015. 07:50 AM | Likes Like |Link to Comment
  • How Apple Stock Does Before New iPhones Are Introduced [View article]
    Paulo - My last question was the most important one. Last quarter Apple has record sales & profits but goes down because it nearly missed analysts predictions. This quarter the "bar" is being set lower & lower. Doesn't that make it easier for Apple to beat the lowered expectations?
    Aug 10, 2015. 08:03 AM | Likes Like |Link to Comment
  • How Apple Stock Does Before New iPhones Are Introduced [View article]
    Paulo - The iPhone 5S was a huge success. In America, those were 2 year contracts soon to expire. Doesn't that mean a huge upgrade cycle? No matter how well the iPhone 5 sold, the Touch ID made the 5S a big update (also the new 64 processor. In addition, won't used 5S's be very desirable in say India? Verizon's switch away from contracts may hurt new sales? Last question, w/so many downgrades on Apple, won't that make it easier for Apple to blow past expectations?
    Aug 9, 2015. 01:57 PM | 1 Like Like |Link to Comment
  • Apple: The Market's False Correction [View article]
    You should include the very large ne'er of USA iPhone 5S customers coming off of the end of their 2 year contracts. The 5S was supposed to be a bust. It set records in sales. Note: Analysts seem to be obtuse to the fact that modern Smart phones are computers & Apple owns that market in the most basic goal of any company-Profits. Manipulation of the stock price of the largest held stock is a symptom of a stock market system badly in need of updates to trading rules that deal w/the modern era as well as the lessons of history.
    Aug 5, 2015. 10:31 AM | 5 Likes Like |Link to Comment
  • Apple: The Shift To Asset-Light, High-Margin, Middlemen Businesses [View article]
    The ultimate in robotics is not manufacturing plants but in social engineering. I am 66 & very current. The best agents make money for themselves. INM buying as many as 200,000 Macs... The Apple is your home aApple hub for all your Apple devices. TV is it's candy. In biz, profit is the game, not stock value. I bought @ $7, $135, & $235 before splits. I sat firm. I am not a professional but I know the math, patterns & the trading process. Even most traders buy/sell orders are intercepted by high speed computers located at the internet nodes. They can buy/sell to take advantage of your order. Gambling in a rigged game requires serious homework. 80% of those profits now sit in IRA paid for rental homes. Apple is on top. Stick w/it but also look for the next hidden gem. Then again, Apple does that. They buy small companies & control product costs. $200Billion in liquid assets
    Aug 1, 2015. 08:08 AM | 3 Likes Like |Link to Comment
  • Apple: The Shift To Asset-Light, High-Margin, Middlemen Businesses [View article]
    PS- it is back to school time. A great time for clearance sales. Also, Intel was late w/their newest processors now available. Apple has sales after the 4th of July every year.
    Jul 31, 2015. 06:21 PM | Likes Like |Link to Comment
  • Apple: The Shift To Asset-Light, High-Margin, Middlemen Businesses [View article]
    Still missing the point. The iPhone is an ever increasing powerful computer. That it is also a phone is a clear distinction. In addition, Apple recognizes that multiple products that work together & enhance both the experience & the processing power/versatility amplify what the products can do. Apple is a closed OS system proven to be a superior form of integration w/hardware. Android was doomed by fracturing. Google & Microsoft are now switching to the same business model. Apple is locking in customers as did Bill Gates, just w/today's concepts. It is of great accepted value that more processing by different hardware is exactly where all computers located in everything communicating is quickly approaching sentience (so sez Stephen Hawking). We already live in "The Matrix" to a vast degree & Apple understands how the worlds social structure has/is morphing & chooses to make $ off this inevitability. Was Steve Jobs "Newton" not just the first model of what Apple, had he not been fired, created the Palm Pilot (a company that may never have existed)? The article is very good but Apple includes in their analysis of future products what I call the "Human Factor". They see & create social change that the public will want & they make it work. Buy 1 iPhone & every 2 years it is worth the contract cost of the new model. Their products also last. An algorithmic analysis will never understand such issues. Keep that in mind when investing in markets where approximately 70% of all trading is done by high speed algorithm run computers. They may make money but they can be beaten if you personally study the humans that run the company & their targeted human market.
    Jul 31, 2015. 06:16 PM | 5 Likes Like |Link to Comment
  • Can Apple Add Enough Hardware To Keep The iPhone Relevant? [View article]
    The Home Button is also Apple's propitiatory fingerprint security device that also requires contact with a live human. It's not going away nor has anyone yet made their own. Security is a huge marketing advantage. Apple is over due in securing all of the Mac line w/this button. Gaming is a bigger biz than movies. Better game controls would be worth moving the Home Button. Force touch likely adds flexibility that will allow the screen to take a harder hit & absorb the impact rather than break. I do agree that Apple OS's have become so versatile as the hardware also becomes smarter & versatile that there inherently appears to be similarities to the complexity of Microsoft. For many, this seems like the devices are becoming harder to use. But, does your Apple OS crash and does it constantly ask your approval? No company is perfect. It just appears that Wall Street's high speed trading algorithms can't value Apples "human" interface & most analysts want to make their own money using your money to push Apples stock price around so long as our trading laws give such huge advantages to pro-traders while the average American's IRA/401K retirement is government forced into stocks.
    Jul 10, 2015. 02:29 PM | 3 Likes Like |Link to Comment
  • New Apple TV? Ask Why, Not When [View article]
    I am an avid Apple fan & shareholder but their TV box is an embarrassment. Apple purports to be very interested in sound quality yet streaming thru your BluRay player gives you up to 32 bit sound in DTS Dolby 7. Apple TV maxes out at compressed Dolby 5. Sound is actually the greater improvement in BluRay than picture. Except for those living in big cities, internet speeds are slower than anywhere else in the industrialized world. Here the Apple TV works OK but there is easy room for improvement. Enlarge the buffer & refill it as it empties, something "Smart TV's" & BluRays don't do. AirPlay is now universal. It is beyond belief that Apple ignors gaming. That they missed buying Netflix when it was so cheap is unforgivable. A new box will need storage for apps, gaming & live TV. And yes, a higher cost for a higher quality box will not hurt sales. The customer hates feeding poor quality input into their HD/UHD TV & surround sound just like they are tired of MP3 music from their phones/iPods when MP4 & 5 have existed for years.
    Mar 29, 2015. 04:05 PM | 4 Likes Like |Link to Comment
  • GT Advanced Technologies' Solar Business Is Ready To Take Off [View article]
    There is much to like in the "Fair Tax" proposal.
    I doubt that it can happen as it is too radical a change with powerful people who are self interested working hard to keep as much as possible a political decision. A solution like the Fair Tax, would take much of Congressional power away from Congress.

    Think bigger, like the Founding Fathers. They gave us a way to update the Constitution that we have never used...Call for a Constitutional Convention and update our Constitution to meet both our past experience and the changing world we now live in.
    Nov 2, 2014. 09:59 PM | Likes Like |Link to Comment
  • GT Advanced Technologies And InvenSense Are Prepping For Tremendous Sales Growth Over The Next 12 Months [View article]
    I agree, but I don't have to agree that it is right! In America we have the right to complain and we have the right to change how our government, justice system, foreign policy and monetary system.

    Sadly, the electorate is ignorant and proven methods of indoctrination have been allowed to change the average American.

    Occasionally, howling at the wind does actually change our world. One must at least try.
    Nov 2, 2014. 09:53 PM | Likes Like |Link to Comment
  • Apple Will Do A Television Set [View article]
    There is more value in PXLW in high resolution small screens. The higher the density of pixels, the easier it is to read a tiny screen. 4K and up to the already designed 8K for TV (I have a 4K system) is not completely thought out yet.

    Yes, a lot will be sold this holiday season, but more quality 1080P sets will be sold at clearance prices. There is almost no 4K media. Only 2 Blu-ray players have 4K upscaling and can play 4K but there is no 4K media. Netflix offers a new box but the bandwidth speed needed is very high.

    TV's have a 7 year turn over rate. We are prime for such but the cheaper high quality 1080P sets will likely dominate this Christmas.

    Super high definition monitors, Tablets and cell phones will more likely be what moves PXLW.

    Last is your answer, TV requires a boatload of bandwidth to carry 4K and America is nearly out of bandwidth nationwide as our infrastructure is badly out of date and our Country is very large (ATT has already let it be known that DSL will be terminated in a year). Big cities will get the necessary signal, perhaps. Congress is currently negotiating the issue of bandwidth priorities sold to the highest bidder VS. equal access. The new release of HBO and ABC to independent purchasing of streaming their content coming very soon without a cable of satellite contract appears to signal that Congress sees the internet (built by our Government) as the property of the public and equal access more likely to win. If that happens, bigger wires won't help big cities until we develop a way to send more 0's and 1's over the same total bandwidth.

    Congress badly wants to tax sales over the internet. To do so, they have to declare the internet public property. So far, sales tax is a State by State issue that taxes the sale at the point of the receipt of the product and only if there is a brick and mortar facility in their State. This needs to be resolved by Congress as decisions made by individual States are self serving. The tax should be paid where the infrastructure is impacted i.e. at the source. Doing so will encourage industry where taxes are lower and jobs are badly needed.

    PXLW is a good bet, but I expect it to take 2 more years for it to reach it's true impact as the 4K TV's become affordable.
    Note: A 4K transmission in your system requires HDMI-2 cables. Few surround sound systems made and only 2 Blu-ray's have HDMI-2 ports. As a result, using them downgrades your picture to 1080P.
    Oct 26, 2014. 01:32 PM | 2 Likes Like |Link to Comment
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