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  • 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
  • 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 02:37 AM | 9 Likes Like |Link to Comment