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bailinnumberguy

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  • The Real Importance Of The Apple Car Project [View article]
    It's so much about rumors at this point that it's probably not worth spending too much time debating it. Remember that Apple TV that we were supposed to be getting 3 or 4 years ago? Where is it? Rumors are worth almost nothing, especially w/ a company like Apple. Their own employees don't even know what's going on.

    The car industry is littered with destruction. GM and Chrysler shouldn't even exist any longer. Apple has absolutely no chance of gaining substantial competitive advantage to get share of mind in a business with companies like Mercedes, BMW, Honda, Porsche, etc, etc. It'd be like Coca Cola getting into the airplane business. If there's some kind of joint venture with one of the aforementioned companies with the incorporation of an iPhone, an iPad, it could make some sense. It'd take decades for Apple to compete directly w/ car companies that have been around for decades and in some cases more than a century.
    Feb 22, 2015. 01:48 PM | Likes Like |Link to Comment
  • Samsung jumps deep into mobile payments [View news story]
    If you want to know what Samsung is going to 'jump into' just watch what Apple has already done and wait 6 months to a year for Samsung's next great 'initiative'. It's a company of followers, not market leaders. Samsung wants to be in everything and they usually succeed at being mediocre to lousy.
    Feb 19, 2015. 12:32 PM | 1 Like Like |Link to Comment
  • Apple reportedly orders 5M-6M Watch units; car speculation swirls [View news story]
    Apple's not getting in the car business. How do these rumors even see the light of day? Next month we'll hear that they're producing cruise ships.
    Feb 17, 2015. 05:49 PM | 4 Likes Like |Link to Comment
  • Apple: Pride Comes Before A Fall [View article]
    The author holds underwater puts on AAPL. I'm here to give him my .01 click to help him out.

    The only thing that matters is that Apple is the number 1 brand in the world and is a consumer monopoly in its space which enables it to achieve great margins. Forget Android, those devices are commodities that are in a price war with one another. Apple floats above the fray with its huge, embedded customer base. Most valuable company in history and rising. Happy investing!
    Feb 17, 2015. 11:12 AM | 2 Likes Like |Link to Comment
  • Cook: Apple planning $850M solar farm, Apple Pay outperforming [View news story]
    Apple Pay is gonna be huge and will fuel iWatch sales as well as iPhone 6. This stock is just getting rolling and I wouldn't be shocked to see it north of $150 a year from now. I used to make fun of those who predicted a $1T cap but they might have the last laugh (although I'll be happy if they prove to be vindicated).
    Feb 11, 2015. 12:29 PM | 1 Like Like |Link to Comment
  • Apple: Bears Resurrect The Commodity Bogeyman [View article]
    A minor point is that one product is the most successful consumer product in history.
    Feb 4, 2015. 09:18 PM | 2 Likes Like |Link to Comment
  • Apple: Bears Resurrect The Commodity Bogeyman [View article]
    Apple is now indisputably the world's #1 brand name. The brand has a very high degree of loyalty among its huge embedded customer base. Customers are willing to pay a premium for a perceived superior brand. Apple's margins just expanded. 2/3rds of all of the key demographic of 18-34 year olds happily own Apple products. A commodity is an interchangeable product which consumers are indifferent about whom they acquire it from. Apple just completed a quarter in which they just sold over 100 million units of product. They're just getting rolling in the most populous places in the world.

    Thank you for your attention.
    Feb 4, 2015. 01:38 PM | 5 Likes Like |Link to Comment
  • Apple: More Data On The iOS/Android Struggle [View article]
    I love it when these contrarian type articles come out at the perfect moment to make the author look foolish. Apple just sold 74.5 MILLION phones in a 3 month period. The Chinese are killing one another to get their hands on the phone. The author is like some poor slob who just got trampled and gored at the running of the bulls by every bull. With his last breath he proclaims: "Maybe this wasn't such a good idea".
    Jan 31, 2015. 10:20 PM | 1 Like Like |Link to Comment
  • Apple: More Data On The iOS/Android Struggle [View article]
    As often happens an author makes an argument which should comfort the opposing point of view. Every new Smartphone customer, whether iPhone or Android, expands the addressable market (number of customers). Look at the data on how many Android users switch to the iPhone (25 to 30 percent) vs. the other direction (5 to 10 percent). So of every 100 new Smartphone users, X will buy the iPhone, Y will buy an Android, 25 percent of Y will eventually buy an iPhone and 5 percent of X will eventually buy Android. As an AAPL shareholder I love that arithmetic.

    For years we've heard how Apple couldn't sustain margins and market share. Margins just expanded, sales are exploding in China and the year figures to be a monster. Keep making these arguments. Some day you'll actually be validated.
    Jan 31, 2015. 01:29 PM | 4 Likes Like |Link to Comment
  • Apple: In The Smartphone Race, Samsung Has Already Lost [View article]
    and yet SBUX and AAPL stock continue to move up. Go figure.

    'All smartphones effectively do the same thing. It is a fruitless discussion of which is better.'

    All automobiles effectively do the same thing. All beers effectively taste the same. Filet mignon and hamburger are both meats. Every hotel effectively does the same thing. Every piano effectively does the same thing. Every....
    Jan 30, 2015. 10:04 AM | 1 Like Like |Link to Comment
  • Apple: In The Smartphone Race, Samsung Has Already Lost [View article]
    BioTechs like Celgene, Biogen, Gilead, but shhh.... don't tell anyone I mentioned it.
    Jan 30, 2015. 09:58 AM | Likes Like |Link to Comment
  • Apple: In The Smartphone Race, Samsung Has Already Lost [View article]
    In the last week I've watched analysts pontificate why QCOM and MSFT were better buys than AAPL. You'd think they'd at least wait through earnings to stick both feet in their mouth.
    Jan 29, 2015. 02:33 PM | 3 Likes Like |Link to Comment
  • Apple: In The Smartphone Race, Samsung Has Already Lost [View article]
    Like 2008, when the iPhone came out. How'd that work out?
    Jan 29, 2015. 02:28 PM | 4 Likes Like |Link to Comment
  • Apple: In The Smartphone Race, Samsung Has Already Lost [View article]
    Samsung sells a lot of products because they're everywhere and in everything. If their phones are anything like their dishwashers be sure to get the extended warranty. I had almost as many service calls as I had loads of clean dishes before I finally scrapped the hunk of junk. All of the issues were in the digital component of the unit. If they can't get Rinse/Dry/Drain right I'm not about to trust them w/ a Smartphone that I actually need to make a living.
    Jan 29, 2015. 01:16 PM | 3 Likes Like |Link to Comment
  • Apple: Winning The Profit Battle, Losing The Smartphone War [View article]
    The author shouldn't give up his day job to write novels. What a rambling diatribe of comma splices, mismatched pronouns, run-on sentences, sentences beginning with conjunctions and rubbish. Apple just completed a quarter in which they sold over 100 million devices and this guy sounds like they're about to have a going out of business sale.
    Jan 28, 2015. 02:46 PM | 4 Likes Like |Link to Comment
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