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  • Why Apple's iPad Is Floundering [View article]
    The author compares tablets to smartphones and PCs. I agree with him that it is hard to see where the tablet displaces many more phones and laptops, and therefore, I can see why the sales of iPad have decreased.

    In my opinion though, the tablet hasn't made a push into business yet. The people I know (including myself) use tablets in situations where we didn't use computers before in our personal lives. I use mine in the kitchen, in the car (as a passenger checking what's at the next exit), over my morning coffee (instead of a newspaper), in bed before turning the light out (instead of a book), etc.... The tablet has secured it's position in our personal lives in between smart phones and laptops, and now it is going to make a real move on the business market.

    The people who have replaced their PC with tablets probably have lower PC requirements than others. They consume information more than they produce information. As much as I would love it to be, my iPad is not a good tool for document creation. I can not create or make major changes to a spreadsheet using my iPad (I know... it can be done, but it is not as convenient as a laptop or desktop). I doubt laptops and desktops will ever be completely replaced by tablets. BUT, tablets don't have to replace computers. There are so many places in business they can be used where computers are not being used today (or not being used much). Pilots can use an iPad to hold their manuals (of which they carry many). Hospital employees can use them in an enormous number of ways. In a few years, no student will be without a tablet.

    So, tablets don't have to displace something. It doesn't have to be laptop OR tablet. They are finding areas where there is no competition. They did it first in our personal lives, and that wave has probably almost maxed out. The next wave is business, and that one is just beginning. I think Apple and IBM know this.
    Aug 4 05:46 PM | 3 Likes Like |Link to Comment
  • Was Apple Spooked By The BlackBerry Passport? [View article]
    The argument in this article is quite a stretch. It's based on what is very likely a mis-interpretation of Mr. Knowitall's previous comment, combined with the author's opinion that a square screen, a keyboard, and a colorful cover is "Disruptive Innovation". Even if the new BB was popular, I can't see it pulling users from Apple. iOS users would never give up their entire ecosystem for a keyboard?
    Jul 31 04:12 PM | 3 Likes Like |Link to Comment
  • A Tale Of Unbridled Optimism [View article]
    I don't disagree with the article entirely. I think that the sales of an iWatch will not (in itself) have a huge affect in the short term on Apple's financials. But, if an iWatch can expand the Apple universe with wearable devices, which monitor your health and integrate with your iPhone and iCloud account, then that creates another new market entirely for Apple and their competitors. None of us really knew 5 years ago why we would be so dependent on our smart phones, so it is reasonable to believe that none of us really know how wearable computers will change our lives in the next 5 years. The iWatch isn't about how many time pieces Apple can sell in a quarter. It's about making the entire Apple ecosystem more powerful and more compelling, which will generate more sales of all Apple products and services. If Apple can't continue to draw more people into their universe, then the stock price has probably peaked (or will soon).
    Jun 25 08:56 AM | Likes Like |Link to Comment
  • Apple Faces A Problem And Increasing Prices Will Make It Worse [View article]
    Your point is well taken. The Android phones have done a good job of copying what Apple has done, and extended the design with larger screens and lower prices. Based on what we know (not rumors), your argument makes sense that Apple is going to have to increase screen size and decrease cost.

    What we don't know is what new features Apple is putting into the next iPhone. We can probably safely assume that a larger screen is part of the package, but hopefully Apple has more to offer than that (disclaimer - fanboy). If Apple includes something that will take Android a year or so to copy, then there will be increased demand for the new phones. They will have a larger screen, plus a yet-unknown-very-cool-... (check rumor blogs for details) that no one else has. This will generate demand on the higher end like Apple always does, and suddenly the $100 premium will not be such a big deal.
    Apr 15 08:33 AM | 1 Like Like |Link to Comment
  • Whole Foods Market Faces A Short-Term Threat [View article]
    We have a brand new WMT grocery store in our town. We checked it out, and I was shocked at how good their wine prices were. So, I bought a few bottles and went back for more a few weeks later. Why wouldn't I at that price. I think people may feel the same way about some organic products they usually buy at WFM or TFM.

    One of the bottles I bought on the second trip was bad. I am not a wine snob, but I know enough about wine to know that this bottle was bad because it had cooked somewhere along the supply chain. So, I am done with the WMT grocery store. Price is not everything. I won't buy wine at WMT because they don't take care of the stock during transit. They treat red wine like any other low-cost, low-margin product (won't pay for refrigeration I guess).

    In time, this will be the conclusion organic food buyers arrive at. You might be able to get a better price at WMT, but quality matters, and they (like me) will learn that you can't trust WMT to deliver a high quality product.

    I don't think this is what the Author was thinking when he said that WFM is facing a short term threat, but I agree... the threat is short term.
    Apr 11 07:43 PM | Likes Like |Link to Comment
  • Apple: No To iWatch This Year [View article]
    The term iWatch is the problem. It makes everyone think the device is a timepiece. The best reason Apple has to put a piece of electronics on someone's wrist is to measure everything the body is doing. Capturing this data and presenting it intelligently to the customer is the goal. Whether that info be displayed through a watch-like screen or through an app on an iPad/iPhone doesn't really matter.

    Having access to constant health monitoring data is a huge step in medical science. Why depend on the blood pressure measurement you get at the Dr office when you can instead show up with a graph showing your blood pressure over the last 6 weeks. If Apple can create an environment where people can keep track of their own health statistics, and share that with their Dr, there will be lots of $$ to be made. It will greatly enhance the Apple ecosystem which is already their biggest competitive advantage.

    The challenge Apple has is making a device that make a Rolex wearer want to take their watch off so they can wear the "iWatch". I don't see this happening easily. I think Apple should put all of the sensors and intelligence in a traditionally shaped watch band which will connect to existing watches. The "iBand" will communicate with the iPhone or iPad to transfer and present data. This will let the high end customer (the Apple customer) continue to wear his Rolex.

    Mar 31 10:09 AM | 1 Like Like |Link to Comment
  • Will Google Continue To Outshine Apple? [View article]
    Yahoo Finance ( shows Apple cash per share at $45.70. It also shows total cash at $40.77B. So it looks like the approximately $100B in short term investments (which many analysts include in the AAPL cash figures) is not included in the Author's numbers. I guess leaving out a chunk of "cash" that big made it easier to make his case.
    Mar 28 10:46 AM | 3 Likes Like |Link to Comment
  • Microsoft Just Killed Itself, Apple Wins Again [View article]
    Great comment. A lot of people forget that Google depends completely on search. If the market gets any whiff that Google's 90% search share is decreasing, I think their stock is in trouble. Bing, Baidu, or someone we have never heard of could surprise Google by taking just a little bit of share. The reason Android exists (and is free) is to try to keep Apple from controlling the mobile search market. The reason Chrome OS exists is so Google can attack Microsoft's OS dominance and hopefully keep Bing down where it is today.
    Mar 22 12:51 PM | Likes Like |Link to Comment
  • Smartphone Subsidies May End; Apple Might Suffer Withdrawal Symptoms [View article]
    The carriers can not afford to have potential customers walk away because they can't afford the phone. The subsidies may go away, but they will be replaced by payment plans and other gimmicks which will put the phone in the customer's hands. Some people may choose less extensive phones, but not anyone who has ever used an iPhone and already lives in the iPhone ecosystem.

    Also, the resale value of iPhones makes them less expensive in the long run than their sticker price suggests. People who are on their second smartphone are starting to understand this.
    Dec 19 10:07 AM | 4 Likes Like |Link to Comment
  • Apple May Steamroll Android By 2015 [View article]
    Actually, I think his numbers may be right. From what I have read (sorry, I don't have the links to refer to), all of the other companies selling smartphones in the market are losing money, leaving more than 100% of the profits available to Apple and Samsung.
    Dec 9 11:29 AM | 1 Like Like |Link to Comment
  • The iPhone Will Be In Third Place In 2015 [View article]
    You said - "Apple has never been interested in the Enterprise being a pure consumer play..."

    If you took a look at the hooks in iOS that play to mobile device management scenarios, you might feel differently. This stuff is powerful, and was written for the enterprise. Also, you should check out another SA article from this morning.
    Oct 15 02:34 PM | 6 Likes Like |Link to Comment
  • Apple, The Enterprise And Rejection? Not This Time [View article]
    Good article. The health care example really shows the power of mobile devices in the workplace. Using an example like that, I agree with your assessment that BYOD is the wrong model for many enterprises. But, there is a place for BYOD in many companies. Companies who don't have complex mission-critical vertical apps still want to safely put data into the hands of their mobile employees, and they can do that using a BYOD model.
    Oct 15 08:54 AM | 1 Like Like |Link to Comment
  • Starbucks partners with Whole Foods Market [View news story]
    I guess WFM is going to have to build a lot of stores between now and the end of the year. 8000 stores is about 7600 more stores than they have.
    Aug 27 08:29 AM | 2 Likes Like |Link to Comment
  • BlackBerry 10 Fail: Now, What? [View article]
    Your iOS and Android shipment numbers are from a different time in the smartphone market. According to the Gartner numbers you pulled your data from....

    In it's first Qtr of sales, when iOS sold 270K, the total smartphone market was 27 million devices. When Android sold 580K in their first Qtr, the total smartphone market was 36 million phones. Last quarter, when BB sold 2.7 million phones, the total smartphone market was 210 million phones. The market is almost 10 times bigger today than when iOS first arrived. 2.7 million devices sold by BB is a very very small number when compared to the size of the market today.
    Jul 3 11:53 AM | 6 Likes Like |Link to Comment
  • Hulu In The Hands Of The Cable Companies Would Negatively Impact Netflix [View article]
    Hulu would have a huge advantage with the cash power of the cable companies behind it. Netflix stock would probably drop, and then someone like Apple (with their own pile of cash) could step in and buy Netflix. I think an Apple who owned Netflix, and who could strike a deal with Disney (ABC, ESPN, etc...) could compete with the cable companies. Remember, Steve Jobs was the largest share holder in Disney, and the CEO of Disney is on the Apple BOD.
    May 16 04:15 PM | Likes Like |Link to Comment