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  • Apple Investors Should Be More Cautious, Foxconn Data A False Positive  [View article]
    The article claims that a 4" iPhone will harm margins (maybe) and implies it will negatively impact pretty much everything else. So it's earnings & revenue negative too? Apparently the author thinks Apple is going to willingly [or ignorantly] shoot itself in the foot. You'd have to believe Apple cannot add or run a spreadsheet. That makes no sense.
    Nov 23, 2015. 09:03 AM | 5 Likes Like |Link to Comment
  • Apple: The Music Will Stop Eventually  [View article]
    The article fails to notice the low P/E that absorbs all the risks (real & imagined).
    Oct 28, 2015. 03:17 PM | 3 Likes Like |Link to Comment
  • Apple: What TSMC Has Revealed About Apple's Future  [View article]
    While this all generally sounds good, should we reflect on single-source risk? Or is there some way a second source could [reasonably] exist in the future scenario we are anticipating with TSMC?
    Oct 19, 2015. 09:51 PM | 2 Likes Like |Link to Comment
  • Apple's Plan To Destroy The Large Cable Bundle  [View article]
    While I do favor a more ala carte approach to content...I also think a lot people have an overly rosy view of what that content will cost them. As the consumer reduces their overall content selections the content creators & distributers will either lose money or charge more, on a relative basis, for the popular content (and charge more for access to that content via cable, etc). I believe over time the providers will lose money and consumer will benefit...however, this will be partially mitigated by the laws of supply and demand. The popular de-bundled content will get premium pricing. If you are lucky enough to like less popular content you may do well...however this is, by definition, a smaller subset of the population.
    Aug 27, 2015. 10:32 PM | 1 Like Like |Link to Comment
  • Ad Blocking On Safari Could Lead To Apple Losing Billions In Easy Money  [View article]
    Well said; part of the value in Apple products is the focus on user experience and respect for privacy -- we arguably pay [or will pay] for that up front and it's an approach I welcome versus the Google model of potentially saving the user a few up-front dollars in trade for mining data/mails and fostering spam-vertizing.

    Tim Cook has spoken on this matter and I believe realizes the potential for a growing competitive advantage over Android/Google. Let's not let short term revenue hunting spoil the ecosystem.
    Aug 18, 2015. 03:42 AM | 3 Likes Like |Link to Comment
  • Is Apple Making An iPhone Mistake?  [View article]
    My viewpoint is for a 4" iPhone with feature/revision parity with the other latest phones (except for unavoidable variances in battery life). Although I will happily upgrade from a 5s to a 6s in October I believe there is, as many have stated, pent up and sustainable demand for a full premium 4" phone. It just seems so blatantly obvious to have small, medium & large models and would give Apple an inroad in a less mined area (ultra premium small). If it means margin reduction I'm ok with that....should still add revenue & earnings growth. The only marginal counterpoint I can see is the argument that all the prospective small-premium-iPhone buyers will [eventually] relent and suffer with a larger or older model...but I think that would be a bad business model and there would/will be some defections.
    Jul 28, 2015. 09:43 PM | 4 Likes Like |Link to Comment
  • WSJ: Apple shelved plans to launch a TV set  [View news story]
    Apple can achieve 99% of what you would want in an integrated Apple TV with just a hockey puck or other box. You just need to add a good display panel and an HDMI cable. It all depends on what features they put in the hockey puck. I would really like a slightly bigger box with an internal drive (or SSD) that included a channel guide and scheduling service using Apple servers...then I could get rid of my TiVo.

    If the box had enough content options to get rid of my cable (other than for internet) that would be the icing on the cake.
    May 19, 2015. 01:34 AM | 2 Likes Like |Link to Comment
  • Apple: We May See 3 New iPhones In September  [View article]
    I'm on board with the three-phone-size approach...it's a no brainer. People will often say, with some legitimacy, that Apple knows far better how to proceed than the throngs chanting from the peanut gallery. However, it's pretty hard to argue that Apple didn't give needless market share to Samsung by being late to the larger phone party. Some of that lost market share will likely never come back. The premium small phone is a minimally exploited area that Apple can use to regain some ground as well as increase retention (for the subset that wants a compact phone).
    May 5, 2015. 08:49 AM | Likes Like |Link to Comment
  • Apple roundup: Watch component defect, tax disclosure, smartphone share  [View news story]
    If you look at the trading pattern for AAPL it often takes a breather after even very good quarters...then it climbs higher. FQ1 was an outlier in that it was such a mind bending blowout that the usual day traders and sell-the-news'ers couldn't drive it down. I see this quarter's reaction as being back to the more typical scenario. Unless the market tanks or some major negative story develops (something bigger than EC tax risk) AAPL will head higher after the pause that refreshes.
    Apr 29, 2015. 08:12 PM | 3 Likes Like |Link to Comment
  • Apple: A Small Change In Apple Maps, A Giant Leap Into Mobile Ads  [View article]
    The author has it all backwards. One of Apple's strengths is the lack of annoying mobile advertising which deserves [and gets] some price premium on that alone. There probably is some growth to be had in subtle customer-friendly advertising but it should be viewed under the lens of creating a better [or at least no worse] customer experience...not a focus on revenue.

    Secondly, innovation has many facets and should not be viewed as exclusively mind-blowing huge new product categories -- many bears cannot see through that fog screen.
    Apr 15, 2015. 03:46 PM | 6 Likes Like |Link to Comment
  • Dumping Apple Makes Sense For Immediate Income Growth  [View article]
    Pretend you had a 100 shares and then answer his question from that perspective (not trying to be flippant). We are not here solely to advise one persons portfolio.
    Apr 13, 2015. 04:53 PM | 2 Likes Like |Link to Comment
  • Apple Could Go Down In The Class Struggle  [View article]
    I'm not clear on how the alleged "exclusive experience, only for certain Apple customers" will work. I just don't see Apple requiring people to submit net-worth documentation or eyeballing customers and subjectively estimating their worth. I suppose they could require a credit card authorization (which doesn't actually post the charge but puts the amount as "pending" and temporarily reduces credit balance). However, many middle-class buyers have a substantial credit balance and could qualify by that means.

    So while I am not particularly concerned how this plays out and believe Apple would adjust the program based on customer satisfaction...I am curious how those who predict the creation of this "exclusive experience" see it being implemented?
    Mar 30, 2015. 09:11 PM | 1 Like Like |Link to Comment
  • Apple Could Go Down In The Class Struggle  [View article]
    I think the concern is overblown. Most people would welcome giving up a place in line for a $9650 discount coupon (just buy the sport watch).
    Mar 30, 2015. 10:24 AM | 4 Likes Like |Link to Comment
  • Apple Watch, MacBook, PC Industry Challenges (Podcast)  [View article]
    Adding a user replaceable battery would increase the weight and bulk and lessen the reliability of the watch (don't forget it does have IPX7 water resistance which adds difficulty). Apple could certainly attempt it but I don't think the average user would find the tradeoffs appealing.
    Mar 16, 2015. 06:43 AM | 1 Like Like |Link to Comment
  • Apple Watch Event: A Lot Of Good News For Investors  [View article]
    You should be able to sweat indefinitely wearing an IPX7 device.

    As a comparison take a look at the Jawbone UP fitness trackers. They have 3 models; the 'UpMove' and the 'UP24' appear to be approximately IPX7 although I couldn't find that spec'd anywhere. The 'UP3' is rated to 10meters (however, some claim a watch should be rated 50m before using safely for extensive swimming...this is because there is a difference between gradual pressure changes with depth versus water impact forces).

    Here's what Jawbone says about their waterproofness...
    UP MOVE™ and UP24™ are splash-proof. No need to worry about rain, sweat from a hard workout, or getting it wet in the shower. But you shouldn't submerge them, so just make sure you take it off before swimming, surfing, or other extreme activities like saunas and steam rooms.
    UP3 is water-resistant up to 10 meters, so you can swim, and even dive with it.

    Although I haven't proven anything, I think the similarities of the Apple Watch to the Jawbone UP Move & 24 suggest the Watch has similar abilities to withstand extensive sweaty workouts.

    In the future hopefully Apple will find a way to improve the waterproofness or offer a variant optimized for very rugged usage & water usage.
    Mar 10, 2015. 11:58 PM | Likes Like |Link to Comment