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strozzi

strozzi
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  • Apple: This Is Ridiculous [View article]
    Never say never. Like so much about Apple, what will one day seem revolutionary was in hindsight hiding in plain sight: our iPods were proto- iPhones all along, the MacBook Air intimated the iPad, etc. As for search, whatever it would ultimately be in "the Apple way" might have more to do with the convergence of today's Siri, Wolfram Alpha, Maps, wearables, etc. Focused as they are on user experience, Apple surely sees the failures of Google's model: the search environment is increasingly ad-cluttered and Page Rank compromises the true hierarchy based on relevance we all want and need.
    Feb 13 11:45 AM | 3 Likes Like |Link to Comment
  • Why I Sold Apple And Bought Yahoo [View article]
    "If the new product is a smartwatch, I think the Samsung failed launch of their smartwatch shows the public is not clamoring for a smart watch." And ergo, Apple's device will fail similarly? If anything wearable is released by Apple it will have as much resemblance to a wristwatch as the iPhone had to the existing phones. In other words, we can't imagine it. That's where an understanding of Apple and it's history provide a better informed business decision for investors. Apple will disrupt again and again when they are ready, and only then. As for Yahoo, there's less certainty of growth than Apple, in my opinion, as it has no appreciable advantage over its rivals and a very fuzzy brand identity.
    Feb 3 02:28 AM | 9 Likes Like |Link to Comment
  • What Is Apple's Stock Worth? [View article]
    I think Apple (the company) scares the hell out of investors. Maybe this goes back to the old perception of Jobs' persona: an anti-destablishment loose cannon, or self-disrupting agent of chaos, whatever. The valuation seems to be based on the faith or lack of it in the timeliness and frequency of the next big thing, but meanwhile what's perfectly tangible- Apple's wealth, talent, astonishing supply chain- what's right in front of you- is completely ignored. This is just stupid.
    Jan 30 10:12 PM | 14 Likes Like |Link to Comment
  • Apple beats estimates, but guidance disappoints [View news story]
    By all means, dump it and don't come back.
    Jan 27 04:50 PM | 10 Likes Like |Link to Comment
  • Apple: Confessions Of A Closet Fanboy [View article]
    Aw, we know ya love Apple.
    Anyone trying to reconcile their admiration for Apple as a company and a low regard for the stock has my sympathy. It's perplexing. In an ideal world great and profitable businesses would be rewarded with their share price being driven ever upwards by competitive buyers. It's very hard to watch cynical shorts make money betting against the likes of Apple and even fanning the flames with rumor and specious analysis, and even more depressing to see lemmings influenced by it. I bought my shares in 1996 out of sheer conviction that Apple would turnaround, and of course I've done well. Sentimental as it sounds, here's a case where I've felt less like a gambler and more like a builder.
    Jan 24 02:37 AM | 9 Likes Like |Link to Comment
  • The Achilles' Heel Of Apple Is Its Recalcitrant High-Margin Policy [View article]
    Assuming they will never have new, successful products of any kind?
    Jan 7 11:38 AM | 1 Like Like |Link to Comment
  • iTV Will Boost Apple [View article]
    If one follows supply chain intelligence and patents, clearly Apple has been playing with TV, but it has been and will be a very long gestation and I can't imagine that it would ever manifest itself in so conventional a form factor as another 55" set. They have registered patents for projectors and a 3D "zone" for kinetic input, among other concepts, so I imagine it will blow away any preconceptions we might have, and will probably question the very nature of how we interact with content- and will probably question "content" itself. In other words, it will be what the iPhone was to phones. Years away, and there's simply no rush.
    Jan 1 01:59 PM | 4 Likes Like |Link to Comment
  • Apple Screwed Up Big Time [View article]
    "Love the company, hate the stock." I'm getting a bit tired of reading this from you, to be honest, Ashraf. The street's perception and deviousness is at fault, here, and this isn't helped by concomitant media dishonesty, laziness and negativity. You are one of the few people in a position to use their superior knowledge- and I sincerely mean that- to correct the myopia and mischief of investors and make the case for Apple's acumen and talent being the driver of their likely continued success. Case in point is this thing about screen resolution: why are you blowing it so out of proportion?
    Jan 1 03:27 AM | 40 Likes Like |Link to Comment
  • Apple Faces The Ever-Present 'Then What' Problem [View article]
    BTW, congrats on the NYTimes Amazon column. You deserve a higher profile and your candor about your losses was refreshing. I think we're all scratching our heads about THAT one.
    Dec 12 12:51 PM | 1 Like Like |Link to Comment
  • Apple Faces The Ever-Present 'Then What' Problem [View article]
    "There are no more China Mobile deals after China Mobile."
    There's India. There's Indonesia.
    When they're ready.
    And if you're long.
    Dec 12 11:50 AM | 1 Like Like |Link to Comment
  • Apple Faces The Ever-Present 'Then What' Problem [View article]
    No contention here, Paulo, that it's ultimately all a matter of investor sentiment. But I'm troubled by pronouncements like your last paragraph. We've seen negative opinions and guesses about Apple boldly stated as fact many times before, and these can do the same damage as intentional smear campaigns. Surely you're aware of this.
    Dec 12 11:46 AM | Likes Like |Link to Comment
  • Apple Should Send Delusional Carl Icahn Packing [View article]
    Burning questions: There have now been a couple of dinners, and if I'm not mistaken, a lunch, and there's been no mention of the food that was served. Who's the chef? What's it like to cook for someone named Cook? Can't we get a menu from somewhere?
    Oct 24 11:38 AM | 4 Likes Like |Link to Comment
  • Apple launches iPad Air, makes more software free [View news story]
    All solid upgrades that will motivate sales, but the iPad Air is brilliant, almost the iPad reinvented because of the slim form factor and power of the A7. My guess is it will do especially well in enterprise penetration. The Pro will be interesting to follow as it finds its way into video, film, 3D graphics and the like. It will make many millions of dollars for Apple but I think is more of a symbol for the high end of their capabilities.
    Oct 22 02:30 PM | 6 Likes Like |Link to Comment
  • Apple Does Something Amazing [View article]
    Assaf, you're "Mr. Chips".
    Tremendous knowledge made understandable. This will make me a more informed investor, thanks.
    Oct 21 11:18 AM | Likes Like |Link to Comment
  • Apple Retail: Meet The New Boss, Better Than The Old Boss [View article]
    A potentially great hire. Ahrendts took something almost as hopelessly square and dowdy as a computer (a trench coat) and made it into something "cool".
    Oct 15 05:19 PM | 5 Likes Like |Link to Comment
COMMENTS STATS
72 Comments
299 Likes