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  • Apple Watch: What Did Apple Just Roll Out Here? [View article]
    This is nonsensical. You're saying that Apple's design, manufacturing and standards are shoddy and barely tolerated by their customers? Apple products are great, they are successful because consumers love and use them, period.
    Apr 29, 2015. 09:13 PM | 1 Like Like |Link to Comment
  • Breaking The PR Mold For Apple Watch [View article]
    Visited the Fifth Avenue store at midday yesterday, and it is always packed, but more so on this beautiful Spring afternoon. The Watch was the core attraction but there was activity and sales everywhere. I saw an older couple trying on watches that was a type I had never associated with Apple retail before: 70-ish and obviously wealthy, the customer for high end jewelry and luxury watches. In a nutshell, this demonstrates the removal of "tech" from "tech marketing".
    Apr 13, 2015. 03:04 PM | 4 Likes Like |Link to Comment
  • Apple Watch Pre-Order Sellout: Have The Pundits Underestimated Apple Again? [View article]
    In a single demo permitted by Xerox executives, Jobs saw the mouse, Ethernet, and postscript concepts, completely unused by Xerox, and invested monumental effort in developing and bringing them to an all but non-existent consumer market. I doubt we would even know what these things are today had he not.
    Apr 10, 2015. 03:57 PM | 5 Likes Like |Link to Comment
  • Apple And Wearable Devices: Moving From A Want To A Need By 2020 [View article]
    I think the Watch is the greatest demonstration yet of Apple "skating to where the puck will be"- the IoT and healthcare potential in large part, but not entirely.
    Apr 9, 2015. 10:25 PM | 3 Likes Like |Link to Comment
  • HBO Now rolls out via Apple and Cablevision [View news story]
    I despise cable (like most people) and wait years in some cases for the content to appear on Netflix or Amazon, so I would welcome the opportunity to pay only to see Game of Thrones or whatever else interests me "a la carte". Surely this deal is an awareness by cable that millions of people- especially millennials- are cutting the cord. Nice work by Cue as usual and I look forward to the next Apple TV.
    Apr 7, 2015. 11:41 PM | 1 Like Like |Link to Comment
  • Here's Why Analysts Have High Hopes For The New Apple Watch [View article]
    This is an excellent point. The luxury Panerai watch is the only One that has developed this, and it is a serious source is revenue for the company, and it has even created an industry of independent strap makers.
    Apr 4, 2015. 08:51 PM | 2 Likes Like |Link to Comment
  • Here's Why Analysts Have High Hopes For The New Apple Watch [View article]
    Apple only posted beautifully produced video user guides 2 days ago. They make clear the functionality and user experience of the device, and as an investor they dispelled any doubts I had about the adoption rate after consumers try one or see it in action, up close. Very bullish, now.
    Apr 4, 2015. 08:43 PM | Likes Like |Link to Comment
  • Why Apple's Slow Response To Disruptive Streaming Music Market Matters [View article]
    The subscription based model is predicated on piracy. Spotify is in the limelight for its utter failure to even remotely compensate the artists fairly, and there is nothing less than a full revolt, most conspicuously by Taylor Swift, but thousands of lesser known or retired artists are legally challenging Spotify and winning back their control of their work. But as a practical matter, the ill will of artists and their management doesn't bode well for this model. Jobs repeatedly said that people want to own their music- "own" doesn't have to be literal for consumers, but for the creators it must be. Apple seems to understand the value of keeping the artists enfranchised.
    Mar 29, 2015. 10:50 AM | 1 Like Like |Link to Comment
  • Apple Should Buy Vessel [View article]
    I give Alex total credibility about his generation's habits, trends, and preferences. If you are an investor over a certain age it is folly to ignore what he's saying and you are making him repeat: if you're under 25, traditional TV is not only over, it never was. Go a step further, and look at the media habits of preteens, and tell me honestly if you think the big screen, couch and remote means anything to them. It's about content and social- what Mr. Pitti is TRYING to tell you. I'm quite sure Eddie Cue gets this.
    Mar 26, 2015. 11:10 PM | Likes Like |Link to Comment
  • Apple's Sane Advantages [View article]
    Paulo, the author presented his rebuttal quite rationally with a degree of reserve about projections- no fanaticism.
    Mar 20, 2015. 09:27 PM | 3 Likes Like |Link to Comment
  • Notes On Cars (And Apple) [View article]
    The roadkill will be anyone betting against Apple.
    Mar 4, 2015. 06:09 PM | 3 Likes Like |Link to Comment
  • Samsung jumps deep into mobile payments [View news story]
    Apple has done nothing to create or incite these rumors.
    Feb 19, 2015. 04:13 PM | Likes Like |Link to Comment
  • WSJ: Apple car project is for real, and it's a minivan [View news story]
    You've convinced yourself to go bear, but probably no one else. Good luck.
    Feb 16, 2015. 05:28 PM | 1 Like Like |Link to Comment
  • Apple Pay gets foot into a big door: U.S. government transactions [View news story]
    Citing your personal experience as an indicator of the world at large is moronic. There's hard data available about the adoption rate of Apple Pay and it's quite impressive, and it will be useful in projections of further use of the feature as older iPhones are replaced by the newer ones that are Apple Pay capable. There's also likelihood that the convenience of the feature for the consumer will be a factor in migrations from other platforms. What you see or who you know is irrelevant.
    Feb 14, 2015. 03:35 PM | 3 Likes Like |Link to Comment
  • WSJ: Apple car project is for real, and it's a minivan [View news story]
    Cars are increasingly intelligent but piecemeal, still lacking a singular brain, and Apple is the most logical candidate for giving vehicles this. It's possible that they are serious about an integrated hardware/software vehicle, but they don't have to anymore than they have to make a whole TV. My guess is that the project is about arriving at a universal system that automakers can integrate as a component of everything on their assembly lines.
    Feb 13, 2015. 07:21 PM | 3 Likes Like |Link to Comment