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  • Apple: $420 A Share Could Have Marked The Bottom [View article]
    Apple shares will continue to be dicey until the company builds a bigger phone, which probably won't happen this year. The high-end market has spoken and the new standard is 4.8-5" If Apple expects to make another round of profit with a product refresh, it needs to give its fans a reason to upgrade. Two extra lines of text wasn't enough to upgrade from the 4s to the 5, which is why the 4s has been selling so well. A fingerprint scanner or faster processor won't justify an upgrade to the 5s for many people. While most Apple fans don't believe a bigger screen is warranted, those who have experienced various screen sizes, e.g. Android users, have settled on the 4.8-5" phones as the ideal size. Unfortunately, the longer Apple waits to enlarge its screen size the bigger lead it gives Android developers in building apps optimized for this size.
    Mar 17, 2013. 05:11 AM | 3 Likes Like |Link to Comment
  • Is Apple Just Boring? [View article]
    Great article. I would disagree that phablets are a serious concern for Apple though. Too bulky and silly looking to go mainstream. However, the iPhones small form factor is indeed a big problem. Apple's greatest strategic blunder at this time is convincing itself that it didn't need to upgrade its screen size, merely adding couple of lines out of a concern for app "fragmentation". As Android manufactures have hit on the sweet spot of ~4.7" long ago Apple arrogantly keeps its course.
    Feb 25, 2013. 08:55 PM | Likes Like |Link to Comment
  • Will The iPhone Mini Save Apple? [View article]
    In addition to the lower cost iPhone, Apple has missed the boat in three other areas:
    1. Larger screen sizes: something like 4.7" is ideal. Considering smartphone users use their phones mainly for reading/web and not as much for talking, it makes sense that the largest holdable/pocketable form factor is ideal. Unfortunately, the Apple leadership (and fan base for that matter) is too enamored with their slick iphone 5 commercial to take notice. Android manufacturers have latched on to the larger form factor a long time ago and as they begin to produce phones as aesthetically pleasing as the iPhone 5 (a host are on their way) Apples advantage in apps and OS won't look so great when places side by side.
    2. Search. Perhaps it was never a boat it could catch, but something like Siri, which is really the future of portable technology, is really incomplete without an information base and a way to access it. Only Google, and maybe Microsoft with its Bing data, can deliver the AI capabilities to bring us a truly intelligent personal assistant. Apple has nothing on this end and doesn't seem too interested as Google invades its OS with its intelligent cloud based services.
    3. Steve Jobs was good at doing an about face and embracing an approach he had previously derided. The apple leadership doesn't have the same kind of skill. One area that I think needs an about-face on apples part is its aversion to a stylus. The iPad really isnt possible to use to its fully capacity without a precise stylus. Windows and Samsung have embraced the stylus's potential for its utility in business and note taking. Even as the market for clunky capacitive stylus's proliferates, Apple is unwavering in its dedication to the "pure multitouch" experience. The lack of a good stylus will torpedo the iPads progress in business and education.

    These are all choices that will hurt Apple's growth in the future. For now, the business, its cash horde and its margins are the envy of all. But the market doesn't look to the present but to the future. As margins tighten and its competitors innovate and Apple stays the course on its bad choices, 8x earnings will look like a rich valuation for this company. For my part, I sincerely hope they do a Steve Jobs style about face on the above mentioned. I really loved this company and its products; its hard to see this former innovator move so slowly.
    Feb 20, 2013. 09:27 PM | Likes Like |Link to Comment
  • Apple Not A Buy-And-Hold Investment? That's News To Me [View article]
    If I could take a stab at what this author neglected to do: Apple will become the company that manages your digital life, providing you with both the devices and the ecosystem to make sense of an increasingly complex and fragmented array of technologies. In the near future it will do so primarily through media: music, books, tv, video, social networking, consolidating these and other features into a neat package that the average condumer can pick up and comprehend. As technology becomes more pervasive, it will incorporate the appliances in our home into its ecosystem. It won't be the only company on the block to do this, Google is going there and Amazon looks like its headed in that direction. But it already has a huge headstart which will make it #1 or #2, a spot that justifies a mega market cap in a future dominated by technology. The future will be just to complex and rich with technology for the prevailing open source "fragmented" status approach to make sense to the average consumers. As far its current mega cap status, if you consider that Apple is like an amalgam of pieces of Microsoft, Dell, Sony, Samsung and many others, its size is well justified.
    Dec 6, 2011. 06:35 PM | 1 Like Like |Link to Comment
  • When Apple's Stock Will Really Break Through [View article]
    Just get a matte screen protector. Problem solved!
    Oct 30, 2011. 08:46 AM | Likes Like |Link to Comment
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