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JG2000

JG2000
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  • Opaque Transparency: Dissecting Apple's FY 2015 Reporting Changes [View article]
    My expectation is that if the watch is successful they will eventually want to break out some of the numbers such as unit volume and ASP...but this could be a year or two down the road. We can be sure the press will attempt to be all over the watch uptake so if it's a slow initial uptake there will be many bogus attempts to portray the watch as an epic fail. In that scenario shielding the results reduces the negative feedback loop during its infancy. I expect the watch to be a hit but it's hard to anticipate how it will ramp.
    Oct 29 04:14 AM | Likes Like |Link to Comment
  • It's True, Apple Is About To Crush Microsoft With Business Customers [View article]
    If all they need is a browser then the iPad looks pretty good. Many enterprise apps will require [or benefit from] a screen larger than a phone. You can argue about cheaper tablets but when you factor in the ease-of-development, reliability, consistent software updates, lack of bloatware, reduced virus threat and residual values....the iPad is the best tablet choice.
    Oct 23 10:52 AM | 1 Like Like |Link to Comment
  • Apple/GT Advanced Technologies Settlement: Ending The Madness [View article]
    My take is that GTAT was content to take the big risk on producing the phone sapphire with the prospect to hit a home run if it worked out. Given that GTAT is the expert on the sapphire [at least relative to Apple] and given some shady looking GTAT reporting and stock sales...it seems likely that GTAT willingly and knowingly decided to bet the farm and convinced Apple the prospects were good. Apple decided to take a chance knowing they had a good backup plan. These are the kind of risks Apple should take from time to time (given that they will work out some percentage).
    Oct 22 09:25 PM | 3 Likes Like |Link to Comment
  • Apple Pay Hoopla Shows We Have Hit Peak Apple [View article]
    Even if Apple Pay is over hyped (which I don't think it is) what on earth does the expectations for this relatively small piece of the business have to do with an Apple peak? It's not like the stock got a nice boost from the Apple Pay story that one could then argue is unwarranted. The premise makes no sense at all.
    Oct 22 04:52 AM | 1 Like Like |Link to Comment
  • Notable earnings after Monday‚Äôs close [View news story]
    It sounds like this is about or related to the Globalfoundries handoff but the fact that they also want to report early is interesting. It may be that they feel they can't wait to clarify the chip business transition and they just want to get ahead of all the potential speculation.
    Oct 19 11:05 PM | Likes Like |Link to Comment
  • Apple Earnings Preview: All Hail The iPhone 6 [View article]
    So apparently a phone that has a new slimmer design, better battery life, better camera, faster wi-fi, faster processor & graphics, a better [not just larger] screen and support for NFC commerce is just a "slightly larger and not much better version" of any prior iPhone? I guess they forgot the nuclear reactor and built-in 3D printer...is that it?

    Oct 16 09:08 AM | 18 Likes Like |Link to Comment
  • Apple: Not So Cool Anymore [View article]
    I agree with many of the rebuttals to this article but I'd like to add another thought. As product segments mature the initial "wow" factor and new-cool tends to wear off. It becomes harder to get people excited. However, like cars [that have been around for quite some time] many people will still feel a passion for well designed, attractive and highly useful designs...and then there are those that will feel little excitement but still want quality and functionality backed up by great support. Apple can ride those trains for quite some time.
    Oct 15 08:05 PM | 1 Like Like |Link to Comment
  • Understanding Apple: The Important Details For iPad Event [View article]
    @Yesterdays_news,

    Two of your 4 links discuss problems with the initial 8.0 release, not 8.0.2. A third describes a reboot which cures most problems except old hardware. Some people have reported enough performance degradation to be irked with iPhone 4s but this is not freezing. The fact that there doesn't seem to be statistically notable reports of the freezing problem you are describing suggests you have a hardware problem or some very unusual problem/usage or are stretching the truth. Tell us the outcome after you take your device to an Apple store and make a sincere effort to resolve the problem.
    Oct 14 06:44 AM | 13 Likes Like |Link to Comment
  • Chinese iPhone 6 pre-orders reportedly top 20M [View news story]
    This is great news as long as expectations don't get overblown. I haven't seen anything that indicates the pre-orders require a financial commitment so there probably is a fair amount of froth in those numbers (and possibly some attempt at manipulation). That doesn't mean the launch won't be a raging success by any sane terms (I think it will) but let's not set ourselves up for a disappointment when the reality sets in that pre-orders only yield some substantially smaller number of final sales. We should still see impressive growth!
    Oct 13 06:22 PM | 1 Like Like |Link to Comment
  • Apple's Additional Upside Isn't Obvious [View article]
    The short term driver of the stock will be the FQ1 forecast and the reported iPhone sales & margins.

    It's easy to claim Apple is a hardware company based on the direct correlation of hardware sales to revenue/earnings but this does not do justice to the software components which are just as much a factor in their recipe for success.

    As far as the market is concerned I think the biggest drags on P/E expansion are Apple's reliance on iPhone (low diversification) and perceived uncertainty in future innovation. While I and many other bulls can make a good counterargument it doesn't change the current reality of how the market values AAPL.

    In my view all of these factors will take a short term back seat to what has been referred to as the upcoming iPhone super-cycle. I don't think the market has fully priced in the results we are going to see from the iPhone 6 including China.
    Oct 9 08:35 PM | Likes Like |Link to Comment
  • Samsung Is Sinking, While Apple Garners Robust Demand In China [View article]
    Ok, I'm violating my vow not to respond in MB articles as this discussion is too important to sit on the sidelines. Does anyone have a link to JD.com iPhone 6 pre-orders (either the actual pre-order web page or pre-order scoreboard on the actual site)? I see nothing for iPhone 6 on JD.com...I'm sure I'm looking in the wrong place but couldn't find it googling around either...just second hand reports that reference the site.
    Oct 8 04:28 PM | 4 Likes Like |Link to Comment
  • Apple: Will Encouraging Initial iPhone 6 Sales Last? [View article]
    I'm anticipating a gain in premium-phone market share by iPhone 6/6+. If the overall smartphone market grows at a higher unit number than Apple's gain in premium-phone units...then the bears will once again pounce on the meaningless "loss of market share" without reflecting on the gain in the premium segment. They won't, however, be able to ignore the gains in revenue & earnings. I'll happily settle for a 15-20% AAPL gain with a number of growth catalysts still waiting in the wings.
    Oct 7 04:20 PM | 2 Likes Like |Link to Comment
  • iPhone 6 Selling Poorly On China's Gray Market: Are Xiaomi, Lenovo Hurting Apple? [View article]
    It would be nice to see SE respond to this point in a serious way. An earlier poster made the same point and the SE rebuttal was tangential blather.
    Oct 6 09:04 PM | Likes Like |Link to Comment
  • If The Apple Watch Fails, Does Tim Cook Get Fired? [View article]
    Cook has nothing to worry about unless Apple hits a major sustained slump (not likely in 2015 regardless of how well the Watch does). He gets a "Get out of jail/innovation free" card as long as the revenue/earnings are good. If the watch is a hit that will give him even more of a job security cushion but is not a do-or-die product in my view.
    Oct 6 08:45 AM | 3 Likes Like |Link to Comment
  • Will The Samsung S6 Overtake The iPhone 6? Probably [View article]
    The iStocknow.com map seems to show green when a store is not 100% sold out of every color/model/memory & provider combination. How does this show the author's claim that "the initial surge of demand in North America has been satisfied"?

    I've decided not to comment further to any Michael Blair articles as he consistently uses distortions to back up his arguments.
    Oct 5 12:08 PM | 1 Like Like |Link to Comment
COMMENTS STATS
441 Comments
645 Likes