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Big Thunder

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  • Why Bears Missed Apple's Huge Rally [View article]
    Bret, in a virtual sea of opinion on this company and its stock, your analysis has consistently been the most cogent. Thanks for another good piece.
    Jun 13 12:40 PM | 3 Likes Like |Link to Comment
  • Apple: Do You Hear The Crickets? [View article]
    I also find the Jets comparison extremely inapt, and it seems odd to me that we should listen to what analysts are saying now, when they were apparently so spectacularly wrong about AAPL just a few months ago.

    To the larger point, I agree in spirit that the company's management should not try attempt to manage analyst opinion, but I do feel that they would do themselves a favor if they took as a goal to be not just more shareholder friendly but solidly in the shareholder's camp in word and deed.
    Mar 16 05:54 PM | Likes Like |Link to Comment
  • Taking A Longer Look At Apple's Secret Hedge Fund [View article]
    Spacely, I think Ben might be referring to something they did in the past; when I went to college in the mid/late 80s, all the computer labs were Macs, and we heard the same thing at the time: that Apple was offering colleges a good deal on them in order to build brand loyalty among a generation of college-educated people. I have no idea whether they do the same today.
    Jan 8 12:01 PM | Likes Like |Link to Comment
  • Apple And Microsoft: A Holiday Retail Study [View article]
    Interesting. We have 2 Apple stores and 1 Microsoft store nearby. All three are always packed when we walk by. Both the Apple and Microsoft stores are "rides", among the most fun stores at the mall. One of the Microsoft store's great advantages is having the Xbox setup. We also enjoyed getting a first-hand look at Win8 and Surface. And of course, the Apple gadgets are always great to play around with. The Microsoft store experience is clearly a copy of Apple's, but no matter.

    Long both MSFT and AAPL, so may they both do well!
    Dec 21 07:44 AM | 1 Like Like |Link to Comment
  • On Investor Concerns, And Why Apple Should Trade Above $700 [View article]
    My dictionary says that "myriad" is both a noun and an adjective. As a noun, it means either specifically 10,000 or any great number.
    Dec 6 08:44 AM | Likes Like |Link to Comment
  • Expect Apple To Surge In Coming Months [View article]
    Victor and David, I believe the reason a shorter holiday season impacts sales is that the impulse and for-myself shopping gets hit. You'll get your shopping for others completed, but the less time you have to do it in, the less opportunity you have to get a little (or a big) something for yourself.
    Nov 3 08:28 AM | 1 Like Like |Link to Comment
  • Apple's Positive Uncertainty: Universal Remote iPad [View article]
    I have to agree, rrose. The concept brings us closer to the smart-house vision of the future.
    Oct 11 07:00 AM | Likes Like |Link to Comment
  • The Right Way To Evaluate Apple: Divide By 10 [View article]
    Well, there are a bunch of Einsteins here and plenty of players too. Guess I'm not smart enough or rich enough for all y'all. Not too long ago I started investing in stocks. I had $20k to work with and decided I wanted to invest in ~$1k chunks -- reason being, lessen the damage if I made mistakes. So I set out to (a) learn how to evaluate a company, (b) figure out what kind of investing felt right to me, (c) select the companies I wanted to invest in, and (d) get in at the price point I felt made sense. At that time, AAPL was at $400, and I can tell you, it was definitely a psychological barrier. I bit the bullet and bought my whopping 5 shares and ended up spending twice as much as I had planned to spend on any one stock. Worked out, though.

    Thanks Dana Blankenhorn for an enjoyable read.
    Feb 19 08:27 PM | 1 Like Like |Link to Comment
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