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  • 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
  • Apple Watch ASPs: Poll Reveals A Hint [View article]
    If we substitute "device" for "watch", we are closer to understanding how it will gain adoption. As it is, our model of traditional timepieces is as flawed as was our idea of an Apple phone before we experienced one. I would think that the poll of 1535 versed Mac users reflects some assumptions of its functionality well beyond keeping and reporting the time of day.
    Feb 12, 2015. 05:45 PM | 1 Like Like |Link to Comment
  • Apple Approaches Price Target Too Quickly [View article]
    "The scary thing is these guys actually believe what they write."
    The really scary thing is that investors believe it.
    Nov 18, 2014. 12:24 PM | 10 Likes Like |Link to Comment
  • Watch As Apple Hoses The Music Industry Yet Again [View article]
    And what about the artists? Pandora pays virtually nothing to them for the use of songs while reaping every penny advertisers give them. There is a groundswell among musicians that is gaining steam legislatively (#irespectmusic)- although nascent, I believe investors should keep an eye on it.
    Oct 20, 2014. 12:24 PM | 2 Likes Like |Link to Comment
  • If The Apple Watch Fails, Does Tim Cook Get Fired? [View article]
    The Newton was as much of a failure as Apple has ever had, and yet it is arguably the progenitor to all the later mobile devices. Nothing is wasted at Apple, they learn and go on learning. There is a healthy crop of cogent articles and discussion (the likes of Dediu, Evans and Thompson) about the Watch and what it means, and the potential for further disruption of several industries- traditional watch matching, medical lab testing and diagnostics, fitness, payments, etc., and following those is a better use of one's time than reading here.
    Oct 6, 2014. 11:23 AM | Likes Like |Link to Comment
  • Apple: Still Some Mojo And Upside Left [View article]
    You can read his comments here under what I suspect is his "yo mama" pseudonym.
    Sep 22, 2014. 01:04 PM | 7 Likes Like |Link to Comment
  • Update: Apple's Watch Launch Event Remained A Bit Disappointing [View article]
    The Healthkit app and the hardware are in now in place to absolutely rock the healthcare industry! But, c'mon, it's only been 24 hours since the Revolution.
    Sep 10, 2014. 04:31 PM | Likes Like |Link to Comment
  • Apple Watch: Disruptive, Profitable, And Yes, The Next Big Thing [View article]
    Young people have all but lost interest in wristwatches, the Apple Watch is for them. Commenters are doing it again, letting their personal lifestyle and values distort their perception of the product's potential. This device will be adopted broadly enough that it will be seen by others in use and gradually alter daily life much as our phones have done. It is exclusively within the Apple ecosystem, so it will solidify the user base and quite likely encourage defections from Android.
    Sep 9, 2014. 09:04 PM | 5 Likes Like |Link to Comment
  • Apple's CDN Now Live: Has Paid Deals With ISPs, Massive Capacity In Place [View article]
    I see: 'CDN" is the litmus test for being educated or not? Better you should hold the author accountable for being intentionally obscure.
    Jul 31, 2014. 07:58 PM | 4 Likes Like |Link to Comment
  • Was Apple Spooked By The BlackBerry Passport? [View article]
    I don't picture Ive and Cook et al "learning" from the Passport or other competitive phones, or getting into an imitative, tit-for-tat response based on features. Rather I think that Apple concluded some time ago that the phone concept itself, or at least what it has become since the iPhone, is ready to be disrupted and they will be the ones to do so. They learned the hard way that if they don't do this internally, a competitor will. Perhaps the rumored and anticipated wearable is the answer to this, or some organic evolution of one or the other.
    Jul 31, 2014. 06:29 PM | 3 Likes Like |Link to Comment
  • An iWatch Cannot Move The Needle Much [View article]
    Paulo, your usual perspicacity took the day off. The idea of Apple having any interest in a mere timepiece is absurd. The wearable which will come will be to watches what the iPhone was to telephones and the iPod to mp3 players: something altogether revolutionary. Your thinking here is hopelessly conventional, the very mentality that makes disruption by Apple possible.
    Jun 22, 2014. 01:05 PM | 7 Likes Like |Link to Comment
  • Cook Does Icahn's Dirty Work At Apple [View article]
    Rubbish. You're distorting reality to fit your thesis that Apple is in decline.
    1. Their sales numbers: are these financial engineering, too?
    2. Apple has never made a new product announcement at an earnings report event.
    3. Innovation goes on, round the clock, in Cupertino. Has never stopped.
    4. Icahn has been a gadfly, at best. To ascribe Apple's "engineering" to his influence is nonsense; their moves have been textbook given the scenario of cash, bond rates, cash repatriation taxes and undervalued shares.
    5. Etc.
    Apr 24, 2014. 12:20 AM | 18 Likes Like |Link to Comment