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  • Evidence That Apple Intends To Start Mobile Payment Processing [View article]
    Your good article sets out a credible scenario for Apple's making its way into a fast-growing and lucrative industry. I agree that iBeacons looks like a good prospect for at least part of the mobile payments initiative. Holding AAPL is not for the faint-hearted, but there are lots of signs that Apple is just getting started in productive creativity. For the long-term, the prospects look great.
    Feb 27 05:52 AM | 24 Likes Like |Link to Comment
  • Don't Expect The Sale On Apple Shares To Last Forever [View article]
    You have hit on a number of relevant factors to support what I think is a very sensible and non-exuberant assessment. As I have suggested in several responses to other SA articles, patience with APPL is likely to be rewarded.
    Jul 26 10:17 AM | 20 Likes Like |Link to Comment
  • 3 Big Things To Expect From Apple In 2014 [View article]
    Credible and nicely described. I share your sense that Apple should stay focused on its own agenda rather than Icahn's.
    Dec 27 02:09 PM | 18 Likes Like |Link to Comment
  • Apple Significantly Undervalued Compared To Google [View article]
    Thanks for the clear and powerful illustration of Apple's phenomenal generation of FCF.
    Mar 5 09:55 AM | 16 Likes Like |Link to Comment
  • Apple Is Where The Value Is At [View article]
    Thanks for an interesting, persuasive, and nicely written article.
    Apr 21 11:05 AM | 16 Likes Like |Link to Comment
  • Apple: Too Many Upside Catalysts For The Stock To Go Down [View article]
    A very good article with interesting biographical sketches that stimulate the imagination about what Apple may be working on and lend credibility that Apple has the creative staff and commitment to achieve it. Thank you.
    Jan 25 06:48 AM | 14 Likes Like |Link to Comment
  • How Is Tim Cook Doing Taking Over From The Legendary Steve Jobs? [View article]
    Thanks for putting together the interesting parallel. As I recall, Jobs got to run Apple independently; Cook deals with a much larger and more international company while coping with millions of backseat drivers.
    Jan 2 08:52 AM | 14 Likes Like |Link to Comment
  • Apple Is Its Own Worst Enemy [View article]
    "Its own worst enemy" seems a bit over the top in an article whose top points are 1) be careful about whom you place on your board of directors; and 2) try not to forget your Apple ID.
    Nov 19 04:17 AM | 14 Likes Like |Link to Comment
  • Apple's Shareholder Program: The Day The Music Died [View article]
    I will file this under "Unsought Opinions."
    Apr 28 03:13 AM | 14 Likes Like |Link to Comment
  • Is Apple Just Boring? [View article]
    "[p]eople forget that tech stocks are all about who's got the most glam." I usually enjoy your postings, Ashraf, but when you start from such a ludicrous premise, there's little chance of salvaging an article.
    Feb 25 06:08 AM | 14 Likes Like |Link to Comment
  • Apple: Still No. 1 But Slipping Fast [View article]
    Your article presumes that Apple is focused on dominating in market share. If it wanted to do so, it could produce good, less expensive products and compete successfully across the cost spectrum, but it has different ambitions. For its intended customers it produces excellent devices for people willing to spend more for quality, service, style, applications, and interconnectedness. In that market, I believe that no major competitor exists. It is in no sense a weakness for Apple that various companies make good products -- the marketplace is wide enough for many to thrive.
    Nov 1 11:51 AM | 13 Likes Like |Link to Comment
  • Apple: The Absurdity Of Market Expectations [View article]
    Thanks for the posting. I think it's more fear than thinking that is driving the car.
    Jan 25 12:19 PM | 13 Likes Like |Link to Comment
  • Apple's March Quarter Madness [View article]
    I appreciate your detailed look at Apple's likely performance for the March quarter and beyond. While the temporary outlook may discourage some shareholders, those who stay invested or who seize the opportunity to buy will be fortunate.
    Mar 24 02:17 AM | 12 Likes Like |Link to Comment
  • Apple, Cirrus Logic rally after iPhone/iPad supplier reports strong sales [View news story]
    Given the substantial cost of the iPhone for customers in China, I'd be surprised if many people decided to order one without seeing and holding it and having its features demonstrated and explained. Who set the expectations that prompt Cleveland Research to call the pre-registrations disappointing? Let's wait and see how sales go before drawing conclusions.
    Jan 13 02:18 PM | 11 Likes Like |Link to Comment
  • Why Apple's Intrinsic Value Will Be $1000+ In 3 Years [View article]
    Thank you for an unusually detailed and well-illustrated assessment. I hope that your careful, comprehensive methodology and unexaggerated conclusions will be widely appreciated.
    Nov 2 08:27 AM | 11 Likes Like |Link to Comment