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IncomeYield

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  • Apple's Plan To 'Take By Storm' The Smartphone Market In 2014 Materializes [View article]
    A phablet now seems to be enough for most everyone that wants one device.

    They will be "free" with a 2-year sub in the not too distant future.
    Apr 13 11:46 PM | 1 Like Like |Link to Comment
  • Apple Is A Steal Even At $700 [View article]
    To maintain a growth trajectory with the iPhone leading, you are approaching Apple selling an iPhone to almost everyone on earth almost every year.

    Not sure that's going to happen.
    Feb 5 10:48 PM | Likes Like |Link to Comment
  • Apple Is A Steal Even At $700 [View article]
    When you are making a complex, self-contained, electro-widget, tele-comp device by the millions, you can't change form factor overnight.

    As many have mentioned, the very large size and scale of a company can eventually be a negative as smaller and/or more nimble competitors encroach.
    Feb 5 10:46 PM | 1 Like Like |Link to Comment
  • Apple Is A Steal Even At $700 [View article]
    This guy has a rule. He takes a position and if it goes against HIM, he gets out at a max 10% loss. Not a bad discipline.

    He's not saying $450 is some magic line in the sand that he can see.
    Feb 5 10:37 PM | 2 Likes Like |Link to Comment
  • Apple Is A Steal Even At $700 [View article]
    Not investable because the big shareholders, the company, Apple vendors, etc. are unpredictable from here.

    Could be $80 or $800, and quickly.
    Feb 5 10:32 PM | Likes Like |Link to Comment
  • Doubling Down On Apple [View article]
    I gave everyone in my org an iPhone5 and iPad3 and said, OK that's it -- get your work done now. Hasn't really worked out.
    The iPhone is really not much more than just a phone and mainly just for texting in everyday, real-world use. The iPad has proved to be just a reader.
    To browse the web, the larger screen is needed since most/many web sites have not yet gone HTML5 and responsive.
    Follow a student or business person in the real world for a week and observe how they REALLY use their iPhone and/or iPad.
    In my focus group a few years ago everyone bought Apple. Recent checks, large screen androids for phones and inexpensive tablets.
    NOTE: My Apple devices have been extremely reliable. Not a single problem or issue since purchased.
    Jan 28 12:05 PM | 1 Like Like |Link to Comment
  • Apple's Loser Strategy [View article]
    Yeah, "size does matter". And, the file system issue.
    Talk to any S4 owner, the two key factors.

    For me not enough to tip the scale because of the Apple ecosystem, but getting close.
    Sep 13 01:34 AM | Likes Like |Link to Comment
  • Apple's Loser Strategy [View article]
    "borrow to pay a dividend"

    Wow, what an epiphany!
    I guess no company has ever tried that move before. :)

    They give PhD's for that sort of "insight"?

    Was it Harrison Ford who said, "let's slice the bread before we sell it".
    Sep 13 01:31 AM | Likes Like |Link to Comment
  • Apple's Loser Strategy [View article]
    The stock price could $80 or $800 for about a million good reasons, so uninvestable IMO -- just ask Buffett.

    But, go LONG the products!
    Sep 13 01:27 AM | Likes Like |Link to Comment
  • Apple's Loser Strategy [View article]
    Hmmm -- not sure about that. Everyone in my org got an iPhone5 and iPad3. They paid for themselves in the first few days in productivity and now pay me. Not a single problem -- not one -- since purchased.

    But we have no intention to upgrade and no reason to.

    If finger print tech leads to an iPayment system where I can stop carrying credit cards, or secure iMed devices, then a whole new ball game.

    That said, the lack of an easy to use file system for the iPhone/iPad is an increasingly big negative. I thought I could use the combo as a desktop replacement. Not working out that way.
    Sep 13 01:24 AM | Likes Like |Link to Comment
  • Apple's Loser Strategy [View article]
    I think you and James miss the point.

    There are two major classes of Apple customers.

    (1) The fanatics. The ones with the apple sticker on the back of their old Volvo. They feel they belong to a club, a family, a community.

    (2) The TCO converts, like me, that would not go near the SamDroid or WinTel kludges with a ten foot pole. For us, there is no competition. Apple products at almost any price is the ONLY sensible business or logical decision.

    On the desktop, computing side though, Google Chromebooks and the cloud wave is BIG. We could truly have a complete 50 year full circle back to centralized computing with cheap $99 terminals. Remember the green screen days?

    If GOOG offers an integrated, one-stop shopping, one vendor, product line, I will take my valuable time and look closely.
    Sep 13 01:17 AM | Likes Like |Link to Comment
  • I Bought Apple [View article]
    Everyone does this which in part holds the stock down and contributes to volatility.
    Sep 11 08:24 PM | Likes Like |Link to Comment
  • I Bought Apple [View article]
    You are looking in the rear view mirror. It takes Big Money a long time to unwind positions.
    Sep 11 08:22 PM | Likes Like |Link to Comment
  • I Bought Apple [View article]
    They should just sell to their fanatics and maintain monster margins.
    Why street fight?
    Sep 11 08:21 PM | Likes Like |Link to Comment
  • I Bought Apple [View article]
    There isn't anybody here that would not take a bigger iPhone screen. Re-tooling is probably a bigger issue.
    Sep 11 08:19 PM | 1 Like Like |Link to Comment
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