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  • "Those jobs aren't coming back," said Steve Jobs to the President, who asked what it would take to bring Apple's production to the U.S. It's not just low wages, Chinese manufacturing infrastructure has grown to remarkable size and sophistication. Apple's contribution to U.S. employment will be through its stores, its empowerment of entrepreneurs, and jobs at cellular providers and shippers, but not the actual building of its products.  [View news story]
    Would be interesting to understand how you were able to type in your comment without the use of an electronic product which was made in the East.
    Jan 22, 2012. 10:45 AM | 9 Likes Like |Link to Comment
  • The Real Reason Apple Keeps Going Down [View article]
    Yes the products are so "boring" that Apple can't make them fast enough. And so "behind the curve" they are trouncing the competition in technical benchmarks and design quality.

    Don't believe the hype.... Look at the hard facts -
    Nov 9, 2012. 04:46 PM | 8 Likes Like |Link to Comment
  • Apple: This Is The Week That We've Been Waiting For (Part 2) [View article]
    I believe that time will prove you right. It's amazing that so many people write about Apple but have so little appreciation about technology and programming and what goes into making things work. Further most pundits don't understand that it takes time for people to grasp and adopt technology.

    I would agree that Retina Display is a game changer. If you read about "how" Apple makes it happen, you realize that it's not a trivial achievement. Further as a user, once you use retina display, you can never go backwards.

    Passbook will be the next big thing. Again it shows that Apple has thought through how it wants to implement a comprehensive eWallet. Starting with innocuous things like gift cards and coupons to move to full epayments.

    Siri - again one of the most misunderstood and maligned innovations. The adoption curve is going to be an uphill battle especially for the older generation. But to imagine that Artificial intelligence would be generally available to anyone on their phone - that's pretty huge. Further the same Siri instance across all your devices means an integration which is pretty tough to beat.

    Indeed the biggest takeaway from the conference was the huge leap in integration across all Apple devices. No other competitor comes close at this time.
    Jun 13, 2012. 08:22 AM | 8 Likes Like |Link to Comment
  • 5 Reasons Apple Is A Bad Bet [View article]
    Seeking Alpha has zero standards. Kind of like Huff Post but with no standards. Many writers on Apple (including a few named above) are only interested in writing provocative headlines and posing as victims of "fanboy" attacks.
    May 11, 2012. 07:13 PM | 7 Likes Like |Link to Comment
  • Apple: Of Cults And Cool, Hype And Sheep [View article]
    Thank you it's about time someone wrote this article.

    Indeed much of Apple's innovation in the i5 has not been adequately reflected as many authors are focused on bashing. Displaymate finds the i5 display the best it has ever tested while Anandtech shows its new custom processor leaving the S3 in the dust.

    If I may add, the Slate author mentioned did a 180 on his initial review after using the i5 for a month. His article is worth a read.
    Oct 10, 2012. 09:52 AM | 6 Likes Like |Link to Comment
  • Apple: One More Thing [View article]
    No problem CottonFields. I will try to remember :).

    That said, Paulo doesn't seem to have figured out that Apple owns the design for its new displays.
    Sep 12, 2012. 10:33 PM | 6 Likes Like |Link to Comment
  • Apple Bulls: Has David Einhorn Ever Heard Of Steve Jobs? [View article]
    I recommend you sell Apple and buy Amazon and switch the focus of your articles. Clearly Apple does nothing for you. We get it. Not sure how many more articles you need to write to illustrate the point.
    May 18, 2012. 04:13 PM | 6 Likes Like |Link to Comment
  • Bad News For Apple: iPad's International Problems [View article]
    Little Apple you are literally making stuff up. It is OK to NOT speculate. It is OK to NOT reply to every single comment when there are no facts to support a response.
    Apr 1, 2012. 03:22 AM | 6 Likes Like |Link to Comment
  • Apple: Is There Still Scope To Innovate? [View article]
    Interesting read. I sense that Apple has a lot up it's sleeve but is holding back for a number of reasons:

    1) Competitors are not ready: It appears that Apple releases just enough functionality to keep competitors busy trying to figure out how to emulate. Siri, new iPad resolution, faster chip, 9hrs on 4G - all innovations which will send competitors back to the lab. The sad news for them is that Apple probably did not reveal all their cards.

    2) Customers are not ready: Judging what features customers can absorb and what will "delight" them is a unique talent. The companies who put useability above specs and bells/whistles get this. There should be a roadmap to introducing people to new functions or those functions will fail to catch on. Apple does it through simple messaging in its ads. Siri ads are especially good at communicating how the technology can be used.

    3) Industry is not ready: 4G and NFC payments are two examples of areas where Apple held back in releasing functionality because the industry was not ready. It was a risky move. However it worked with the 4s because the integration of hardware and software allowed industry leading speeds even over 3G. Payments are likely going to take off this year and some new Apple patents imply that they have "cracked" that area too.

    4) Apple is not ready: perhaps the most important is the discipline to not release half baked products. Hopefully Apple will retain Jobs perfectionist tendencies and keep the quality high,
    Mar 11, 2012. 08:19 AM | 6 Likes Like |Link to Comment
  • Apple Announcements Justify A Google Multiple [View article]
    Think you should wait to see the iPad 3 and iPhone 5 (and maybe whatever TV play Apple has in the works). Apple has a roadmap and does not need to release half-baked new product every two minutes. iPhone 4s was evolutionary but still top selling smartphone in America.

    It's fine to be short Apple but your comparison to RIMM is way off base.
    Jan 13, 2012. 02:08 PM | 6 Likes Like |Link to Comment
  • Apple: Market Share Is Key [View article]
    Apple has a user base of 500 million iOS devices which is more than enough to incentivize app developers. In addition, it's premium pricing attracts premium customers who tend to stay within the ecosystem, buy more products and buy apps. Finally Apple is selling everything it makes. Compromising its quality simply to sell more at lower margins makes no sense especially when it will never be able to win the race to the bottom on pricing.

    Apple needs to differentiate itself and stay true to its principles. If it was at all possible, it would be better off going private to totally avoid the noise and clamour from market participants.
    Feb 20, 2013. 08:55 AM | 5 Likes Like |Link to Comment
  • Gene Munster's Apple TV Predictions And Data Are Seriously Flawed [View article]
    Munster is one of the few analysts who takes a hands on approach and is out there interviewing people and lining up at launches. He is definitely one of the more tuned in analysts. He is not always but really does not belong in an SA article as link bait.
    Aug 13, 2012. 09:46 PM | 5 Likes Like |Link to Comment
  • Amazon: Determined To Continue Its Assault On Apple [View article]
    I agree - the folks who are gushing over the Fire are mostly Kindle eInk users who are extremely loyal to Amazon. Even those on replacements after their first one bricked are still ecstatic. If Apple were to produce a device like the Fire they would be crucified and if any Android manufacturer dared, they would be killed off too. Amazon benefits from its very large loyal base of users who are willing to hard reset multiple times a day and still call the device an iPad killer.
    Jan 30, 2012. 02:34 PM | 5 Likes Like |Link to Comment
  • Amazon: Determined To Continue Its Assault On Apple [View article]
    Yet another SA article seeking to tie AMZN to AAPL. Two very different companies with very different models.

    The Fire is an Amazon content consumption device developed in under 6 months with hardware cobbled together by Quanta which ironically makes the BB Playbook. The iPad is a device years in development with serious thought as to potential use cases both for consumption and creation. Just do not see how the two can be compared at this time.
    Jan 30, 2012. 01:58 PM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Aaah... Moody's strikes again. Downgrading the banks for funding issues thus making it more expensive for them to borrow and further exacerbating their funding issues. Their carelessness caused the first financial crisis and now their overzealousness will cause the next. Such a dirty game.
    Dec 9, 2011. 10:00 AM | 5 Likes Like |Link to Comment