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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, 2014. 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, 2013. 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, 2013. 02:09 PM | 18 Likes Like |Link to Comment
  • How Berkshire Hathaway's Todd Combs And Ted Weschler Performed Relative To The S&P 500 In 2014 [View article]
    So the author doesn't know precisely which stocks were investments of Combs and Wechsler, settles for calling 16 stocks "highly likely" to have been investments of Mr. Combs and Mr. Weschler, and goes ahead in judging the two's performance against the S&P 500 assuming that the positions remained the same during the fourth quarter. Not a great day for journalism ...
    Jan 6, 2015. 02:00 PM | 17 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, 2014. 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, 2013. 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, 2014. 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, 2014. 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, 2013. 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, 2013. 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, 2013. 06:08 AM | 14 Likes Like |Link to Comment
  • Apple aftershocks: Maybe it's Toyota that should be worried? [View news story]
    Not a single fact appears in this multi-statement posting. Is speculation replacing news on Seeking Alpha?
    Feb 14, 2015. 11:30 AM | 13 Likes Like |Link to Comment
  • Digesting WWDC: Cloudy [View article]
    Thanks for a very interesting and well-written posting that I found helpful in understanding and appreciating Apple's developing technical structure and its stance vis a vis android and Google. I especially appreciated your objectivity and your clarity in expressing some (to me) complex functions and parallels.
    Jun 5, 2014. 04:45 AM | 13 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, 2013. 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, 2013. 12:19 PM | 13 Likes Like |Link to Comment