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  • Apple $395: Time To Give Up And Abandon Ship? [View article]
    They released iPads in diff form factors. The market has spoken, there is a group that wants an iPhablet.
    Apr 21, 2013. 11:23 PM | Likes Like |Link to Comment
  • Apple $395: Time To Give Up And Abandon Ship? [View article]
    I think TC is doing a great job. Can you imagine managing the customer side and the supply side of a business making, selling and supporting millions of devices that are essentially running the modern world?
    Apr 21, 2013. 11:20 PM | Likes Like |Link to Comment
  • Apple $395: Time To Give Up And Abandon Ship? [View article]
    That's a big part of the problem. Apple is unfortunately in the same space (to a large degree) as some real disasters -- NOK, DELL, RIMM, ...

    Guilt by association.
    Apr 21, 2013. 11:18 PM | Likes Like |Link to Comment
  • Apple $395: Time To Give Up And Abandon Ship? [View article]
    You are right and wrong. Siri works great. I use it all the time.
    Texting and Siri is an email killer. No more phones calls and voice mail for some time now, and almost no more email. Apple, like Microsoft earlier, is sweeping the landscape clean of major companies, products, and categories.

    Secure, easy to use, iPayments could rock the world alone.
    Apr 21, 2013. 11:14 PM | Likes Like |Link to Comment
  • Apple $395: Time To Give Up And Abandon Ship? [View article]
    If Apple is essentially a smart phone company, you better figure they sell a phone to everyone of the 8 billion that doesn't already have an iPhone in the next 5 years to hit your targets.

    And, then what?
    Apr 21, 2013. 11:10 PM | Likes Like |Link to Comment
  • Apple $395: Time To Give Up And Abandon Ship? [View article]
    I waited for the iPhone5 and iPad3. Converted entirely to Apple.
    But, I also don't know anyone that doesn't already own one or both.

    I would upgrade my iPhone for an iPayment device that eliminated the need to carry credit cards. Otherwise, I don't see a need to upgrade either iPhone or iPad.

    The share price needs a clear recurring revenue model from the installed base.
    Apr 21, 2013. 11:07 PM | Likes Like |Link to Comment
  • Apple $395: Time To Give Up And Abandon Ship? [View article]
    Yes, the phablet idea is interesting and appears to be working for the one device user. Doesn't work for me since I need and use the iPhone/iPad/iCloud combo.
    Apr 21, 2013. 11:02 PM | Likes Like |Link to Comment
  • Apple $395: Time To Give Up And Abandon Ship? [View article]
    I definitely buy the products for the ecosystem. Wouldn't touch the WinTel or SamDroid kludges with a ten foot pole. TCO is the name of the game here.

    The stock is basically uninvestable IMO (either LONG or SHORT) because you can't gauge the behavior of the shareholder base in reaction to most anything Apple might do.
    We are also in a feedback loop where the negative financial press is likely taking some of the shine off the products.

    Could $80, could be $800.
    Apr 21, 2013. 11:00 PM | Likes Like |Link to Comment
  • Apple $395: Time To Give Up And Abandon Ship? [View article]
    Apple's fate is NOT in their own hands. The outcome depends on their competition which apparently Apple tried to fend off in court with "rounded corners". As I posted long ago, Apple left the umbrella too high and competitors have been able to crawl under.

    Is the competition able and willing to essentially give a good enough smartphone and tablet away for free or nearly so and make a few bucks in volume and activations?
    Apr 21, 2013. 10:51 PM | Likes Like |Link to Comment
  • A Fallen Apple Equals A Gift To Investors Even If Sales And Margins Decline [View article]
    Anyone that owns or buys anything other than the iPhone/iPad/iCloud combo might have saved a few bucks up front, but will give it back many times over in TCO, headaches, aggravation, and relative lost productivity. And, they know it.

    Think about the multi-vendor, Rube Goldberg like, WinTel, SamDroid kludges. How much torture can you take? Life is already too complicated.

    Go Apple, pay the premium up front, get AppleCare, set it and forget it, relax, let Apple worry about IT for you. Use Apple financing if you need to. I used to be all WinTel all of the time and now all Apple all of the time. I might be stupid, but I'm not crazy!

    Admittedly, a tweener size iPhone, or iPhablet might be enough for some users that can get by with one device and tether external monitors and keyboards.

    Otherwise, get the combo. After the first week, you will forget all about the up front purchase price and smile for a change when you use tech devices.
    Apr 17, 2013. 11:27 PM | 2 Likes Like |Link to Comment
  • Investors Are Missing Apple's China Opportunity [View article]
    "China Moblie doesn't even have a 3G network, and won't have one for another 2 years."

    They have their own TD-SCDMA 3G with 4G on the way. News reports slate 2013 for 4G mainly to support iPhone properly.
    Apr 17, 2013. 10:05 PM | Likes Like |Link to Comment
  • Investors Are Missing Apple's China Opportunity [View article]
    You can initiate conversations with companies in Shenzhen on Skype. They are happy to talk about Apple. Look them up on alibaba.
    You might want to re-visit the Foxconn comment.
    Apr 17, 2013. 09:54 PM | Likes Like |Link to Comment
  • A Fallen Apple Equals A Gift To Investors Even If Sales And Margins Decline [View article]
    Remember, this stock is likely still way over-owned. Probably 7 to 10% in many funds and institutions. If they scale back to the usual 1 to 2% (even 5%), could be more selling.
    Apr 17, 2013. 09:48 PM | 2 Likes Like |Link to Comment
  • A Fallen Apple Equals A Gift To Investors Even If Sales And Margins Decline [View article]
    I posted years ago that a free smartphone with 2-year subscription razor/razor blade model was a possibility.

    Like the PC industry years ago, "profitless prosperity".
    Does Apple maintain monster profits and margins in a high end niche (if you can call 50% market share a niche) or do they get down in the trenches and try to take almost all market share?
    Apr 17, 2013. 09:44 PM | Likes Like |Link to Comment
  • A Fallen Apple Equals A Gift To Investors Even If Sales And Margins Decline [View article]
    If the stock had run up 20 pts today on some "news", your post would have been 180 degrees different. :)
    Apr 17, 2013. 09:40 PM | Likes Like |Link to Comment
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