Hedged In's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/104402/comments http://seekingalpha.com/article/174588-a-worm-in-the-apple?source=feed#comment-770553 770553
But there is evidence elsewhere:
- Windows 7 is a far better product than Windows Vista, so there's more real competition in the laptop market.
- Google is now a serious competitor to Apple with its Android mobile OS.
- There's more competition in the smartphone market due to Android. Motorola, HTC, and soon Dell will all have Android handsets offered via US carriers.
- There's significant pricing pressure in the smartphone market - Apple would never be able to get the deal now that it got with AT&T, and RIMM, PALM, MOT and NOK will battle desperately for smartphone market share because their stocks depend on it.
- Apple's tablet seems to have been delayed to H2 2010.

None of these factors suggest that Apple isn't a great company. But great companies and great stocks are different things. The signs are that AAPL the stock might perform far less well in 2010 than 2009.]]> Sat, 21 Nov 2009 12:28:43 -0500
But there is evidence elsewhere:
- Windows 7 is a far better product than Windows Vista, so there's more real competition in the laptop market.
- Google is now a serious competitor to Apple with its Android mobile OS.
- There's more competition in the smartphone market due to Android. Motorola, HTC, and soon Dell will all have Android handsets offered via US carriers.
- There's significant pricing pressure in the smartphone market - Apple would never be able to get the deal now that it got with AT&T, and RIMM, PALM, MOT and NOK will battle desperately for smartphone market share because their stocks depend on it.
- Apple's tablet seems to have been delayed to H2 2010.

None of these factors suggest that Apple isn't a great company. But great companies and great stocks are different things. The signs are that AAPL the stock might perform far less well in 2010 than 2009.]]> http://seekingalpha.com/article/172404-the-new-merger-arbitrage-etf-is-likely-to-fail?source=feed#comment-764315 764315 Tue, 17 Nov 2009 16:40:10 -0500 http://seekingalpha.com/article/172494-wsj-com-could-lose-25-of-its-traffic-if-murdoch-blocks-google?source=feed#comment-753978 753978
One of Murdoch's key points was that visitors from Google don't become loyal paying customers, and have little value to advertisers. If he's right about that, it doesn't matter to him that 44% of its visitors come from Google.


On Nov 10 11:06 AM dieuwer wrote:

> Why pay if you can read the EXACT same "cut-copy-paste" news item
> on ANY other site?]]> Tue, 10 Nov 2009 12:13:49 -0500
One of Murdoch's key points was that visitors from Google don't become loyal paying customers, and have little value to advertisers. If he's right about that, it doesn't matter to him that 44% of its visitors come from Google.


On Nov 10 11:06 AM dieuwer wrote:

> Why pay if you can read the EXACT same "cut-copy-paste" news item
> on ANY other site?]]> http://seekingalpha.com/news/market_currents/post/35704?source=feed#comment-743185 743185 Tue, 03 Nov 2009 18:03:45 -0500 http://seekingalpha.com/article/170800-4-etfs-ideas-for-the-battle-of-the-smartphones?source=feed#comment-742022 742022 Tue, 03 Nov 2009 08:38:33 -0500 http://seekingalpha.com/instablog/98115-john-lounsbury/33254-personal-privacy?source=feed#comment-732955 732955 Tue, 27 Oct 2009 17:53:55 -0400 http://seekingalpha.com/article/169166-grantham-overvalued-markets-due-for-an-adjustment?source=feed#comment-732869 732869 www.gmo.com/websitecon...]]> Tue, 27 Oct 2009 16:37:05 -0400 www.gmo.com/websitecon...]]> http://seekingalpha.com/news/market_currents/post/35122?source=feed#comment-732842 732842 seekingalpha.com/symbo...]]> Tue, 27 Oct 2009 16:24:05 -0400 seekingalpha.com/symbo...]]> http://seekingalpha.com/instablog/427624-beacon-asset-managers/32627-u-s-generational-shift-is-key-to-future-consumer-spending?source=feed#comment-725839 725839 Thu, 22 Oct 2009 17:08:10 -0400 http://seekingalpha.com/news/market_currents/post/34810?source=feed#comment-725477 725477 Thu, 22 Oct 2009 13:18:01 -0400 http://seekingalpha.com/article/156111-upscale-vs-downscale-luxury-retailers-dramatically-outperforming-wal-mart?source=feed#comment-718859 718859 Sat, 17 Oct 2009 18:48:05 -0400 http://seekingalpha.com/instablog/494595-jesse-radin/29982-cetin-caught-on-camera?source=feed#comment-702899 702899 Sun, 04 Oct 2009 17:32:55 -0400 http://seekingalpha.com/article/163346-julian-robertson-on-debt-sudden-stops-and-more?source=feed#comment-702883 702883
But I'm left wondering: Why would China want to cause a collapse in the dollar, ie. a collapse in the foreign purchasing power of Americans? That would lead to a collapse of US imports from China.]]> Sun, 04 Oct 2009 17:14:58 -0400
But I'm left wondering: Why would China want to cause a collapse in the dollar, ie. a collapse in the foreign purchasing power of Americans? That would lead to a collapse of US imports from China.]]> http://seekingalpha.com/instablog/494595-jesse-radin/29982-cetin-caught-on-camera?source=feed#comment-699651 699651 Fri, 02 Oct 2009 07:32:35 -0400 http://seekingalpha.com/article/163752-today-in-commodities-holiday-volume?source=feed#comment-694444 694444
Source: bloomberg.com/apps/new...]]> Mon, 28 Sep 2009 16:34:24 -0400
Source: bloomberg.com/apps/new...]]> http://seekingalpha.com/article/162991-google-brings-back-web-site-annotation-with-sidewiki?source=feed#comment-688564 688564
The challenge will be whether people will use something that is a Google Toolbar feature and later a browser feature, instead of plain text on a webpage.]]> Thu, 24 Sep 2009 02:19:21 -0400
The challenge will be whether people will use something that is a Google Toolbar feature and later a browser feature, instead of plain text on a webpage.]]> http://seekingalpha.com/instablog/263464-keith-woolcock/27875-intel-faces-up-to-arm?source=feed#comment-681153 681153 Thu, 17 Sep 2009 14:39:52 -0400 http://seekingalpha.com/instablog/310579-stephanie-sammons/27641-all-that-glitters-is-not-gold?source=feed#comment-678670 678670 Wed, 16 Sep 2009 03:36:54 -0400 http://seekingalpha.com/instablog/354797-inthemoneystocks-com/26673-volume-the-underutilized-voice-of-market-direction?source=feed#comment-670830 670830 Thu, 10 Sep 2009 15:53:45 -0400 http://seekingalpha.com/article/160693-apple-the-real-news-is-what-wasn-t-announced?source=feed#comment-670655 670655
"... little things like new colors and small tweaks here and there will be enough to bring the kids - and parents - into the stores to take a look this holiday season."

But that might not be enough to entice people to upgrade their iPods. And with high market saturation, Apple needs to offer a compelling reason to upgrade.]]> Thu, 10 Sep 2009 13:58:02 -0400
"... little things like new colors and small tweaks here and there will be enough to bring the kids - and parents - into the stores to take a look this holiday season."

But that might not be enough to entice people to upgrade their iPods. And with high market saturation, Apple needs to offer a compelling reason to upgrade.]]> http://seekingalpha.com/instablog/469482-gold-man/22001-why-gold-is-one-of-the-best-future-investments?source=feed#comment-669330 669330 SGOL)?]]> Wed, 09 Sep 2009 16:14:46 -0400 SGOL)?]]> http://seekingalpha.com/news/market_currents/post/32032?source=feed#comment-665963 665963 Tue, 08 Sep 2009 07:56:32 -0400 http://seekingalpha.com/article/156214-e-trade-citadel-s-bonanza?source=feed#comment-631226 631226 Sat, 15 Aug 2009 17:59:02 -0400 http://seekingalpha.com/instablog/103990-zack-miller/21769-businessweek-on-piqqem-and-crowdsourcing-investments?source=feed#comment-622970 622970 Mon, 10 Aug 2009 07:47:09 -0400 http://seekingalpha.com/news/market_currents/post/30101?source=feed#comment-619612 619612 UUP). This will confound many FX dollar bears.]]> Fri, 07 Aug 2009 10:08:05 -0400 UUP). This will confound many FX dollar bears.]]> http://seekingalpha.com/article/152422-what-if-the-new-new-york-times?source=feed#comment-609355 609355 siteanalytics.compete..../ That suggests that it's harder to build a large readership than the article implies, and the personal financial risk to a journalist leaving the NYT may be higher.]]> Fri, 31 Jul 2009 06:16:20 -0400 siteanalytics.compete..../ That suggests that it's harder to build a large readership than the article implies, and the personal financial risk to a journalist leaving the NYT may be higher.]]> http://seekingalpha.com/article/152504-energy-recovery-can-desalinization-technology-go-elsewhere?source=feed#comment-607811 607811 Thu, 30 Jul 2009 09:52:24 -0400 http://seekingalpha.com/article/151242-baidu-q2-2009-earnings-call-transcript?source=feed#comment-602743 602743
Did she really say that???]]> Sun, 26 Jul 2009 14:49:16 -0400
Did she really say that???]]> http://seekingalpha.com/article/150920-the-mac-vs-pc-debate-was-never-clearer?source=feed#comment-602320 602320 seekingalpha.com/insta...]]> Sun, 26 Jul 2009 02:49:18 -0400 seekingalpha.com/insta...]]> http://seekingalpha.com/article/151021-microsoft-f4q09-qtr-end-6-30-09-earnings-call-transcript?source=feed#comment-600594 600594 Fri, 24 Jul 2009 07:39:50 -0400