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  • Is Apple Really Gaining Market Share? Data Points Mixed [View article]
    Another announcement as he rides Rocinante into the sunset.
    Jan 19, 2015. 03:50 PM | 2 Likes Like |Link to Comment
  • Update: Apple's iPad And iPod Touch Applications Received FDA Approval [View article]
    Thanks for this timely and interesting article.
    Sep 8, 2014. 01:08 PM | 4 Likes Like |Link to Comment
  • Apple Update: Short Interest Hits 2014 Low [View article]
    Thanks for an update on short standing. Whether it represents a bullish sign notwithstanding, it's interesting and useful to know.
    Jul 28, 2014. 08:45 AM | 2 Likes Like |Link to Comment
  • Here's Why Hedge Funds Are Expecting Apple To Crush Earnings Estimates [View article]
    I appreciate your commentary about Estimize analysts and the differences in their versus Wall Street APPLE projections. Is anything further known about the JSHOE analyst's approach to account for his very low error rate in an industry that seems afloat in problems and inconsistency?
    Jul 22, 2014. 05:56 AM | 1 Like Like |Link to Comment
  • Apple, Starbucks, Fiat Caught In EU State Aid Investigation [View article]
    I appreciate your acknowledging that Apple will continue to be in good shape, but I take issue with your title. The EU is investigating countries that appear to be charging unfairly low taxes -- Apple is mentioned only because it pays a 2% tax in Ireland.
    Jun 18, 2014. 01:40 PM | 3 Likes Like |Link to Comment
  • Apple And Skyworks Are Both Heading Skyward [View article]
    I suspect that there are other implications, as well, for interconnectedness. One could involve wearables with alarm sensors that signal medical problems/issues to alert other(s) in the family, for instance, if someone suffers a sudden drop in blood pressure, is running a fever, or becomes unconscious. The sky's the limit ...
    Jun 6, 2014. 11:31 AM | 4 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
  • Why Buying Beats Audio Is A Good Deal For Apple [View article]
    I think that the article's analysis is perceptive. Even though Apple could acquire a maker of better headphones, it can also use its supplier chain to make its acquired headphones cheaper to manufacture while using its technical expertise to make the headphones much better and completely in sync with Apple products. While it seems that Apple could have bought a suitable company for less, I'm convinced that Apple looks carefully at its acquisitions and probably has sound reasons for the purchase.
    May 12, 2014. 12:01 PM | 8 Likes Like |Link to Comment
  • The Most Absurd Apple Analysis Ever [View article]
    Thanks for a perceptive and witty rebuttal.
    Mar 19, 2014. 01:35 PM | 7 Likes Like |Link to Comment
  • Apple Outspends Google On Acquisitions In 2013 [View article]
    Thanks for this interesting and readable overview of Apple acquisitions that have promise for the development of some excellent innovations and devices.
    Mar 11, 2014. 06:59 AM | 4 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
  • 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
  • Apple, GT Advanced Technologies, And The 'New' Vertical Integration [View article]
    Matt -- I enjoyed reading your article and admire your patience in responding to some of the needlessly unpleasant comments.
    Feb 27, 2014. 02:19 AM | 3 Likes Like |Link to Comment
  • The Ecosystems Play Is Expanding, Which Is Bullish For Apple [View article]
    Thanks for a good article that captures the value and growth possibilities of Apple's strong and expanding ecosystem. The world is being profoundly changed by the smartphone (especially the iPhone) and I suspect that Apple will benefit more than its competitors as systems and consumer demands evolve.
    Feb 18, 2014. 05:58 AM | 6 Likes Like |Link to Comment
  • Moore's Law, Not Apple, Is Driving The Mobile Market [View article]
    I agree with your perspective that Apple could price its 5C lower to compete more successfully. There seems no chance, however, for Apple to do anything that all will cheer for and support. Millions of people "second guess" Apple no matter what it develops and how much money it earns, so for Tim Cook to appear to change policy to accommodate the views of some consumers might open the floodgates for new dimensions of backseat driving.

    While this is not my favorite of your articles, you have set the bar high for commentary and I look forward to reading anything you post. Incidentally, the word that I think that you intend in your opening passage is tenets.
    Jan 29, 2014. 06:56 AM | 2 Likes Like |Link to Comment
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