Seeking Alpha


Send Message
View JYucca's Comments BY TICKER:

  • Apple Hit By Ongoing Disaster At Sharp [View article]
    Interesting article -- thanks. With Apple's suppliers making little profit, such issues are bound to arise from time to time.
    May 15, 2015. 04:33 PM | 2 Likes Like |Link to Comment
  • Cook Does Icahn's Dirty Work At Apple [View article]
    "Innovation resulting in new product introduction has been in scant supply."

    But new products that will have mass utility and appeal always have been rare, slow to emerge, unpredictable. That is my point. No one can force that, and no one ever has. Apple waits until they have a winner. New products that are market duds are plentiful elsewhere and would be of no benefit to Apple. They would do harm as distractions. Seriously, what new products do you want? Maybe an iChef to cook for you? The iMaid? Great ideas, but...

    I agree that Apple is a mature company. I disagree with the tone of the criticism implying they no longer innovate, which is just silly. There shouldn't be a criticism at all in this regard, simply an understanding of reality.
    Apr 24, 2014. 12:16 PM | Likes Like |Link to Comment
  • Cook Does Icahn's Dirty Work At Apple [View article]
    The big error here is to harp on a sense that innovation at Apple has stalled. In contrast, Apple is ever pushing Samsung et al to keep up. About 99% of innovation, by the way, is, and always was, incremental. Until someone else innovates better or comes up with something revolutionary and leaves Apple behind, the criticism is hollow. Google glass anyone? Samsung watch? These products are duds, toys for the nerdiest of nerds, annoying clutter for the rest of us without much market or real value -- just as they were kinda obvious (Google didn't originate the computer screen on glasses.) To find something revolutionary that we actually want and need? That's tough. It will happen again, but no one can will it to happen -- no one.

    I'm with you on welcoming bite-size option plays, though.
    Apr 24, 2014. 12:37 AM | 4 Likes Like |Link to Comment
  • Apple - Challenging The Multiple Expansion Narrative [View article]
    Re rrose39, I think we could use a sarcasm font.
    Mar 11, 2014. 12:22 PM | 2 Likes Like |Link to Comment
  • Why I Sold Apple And Bought Yahoo [View article]
    Yahoo seems to be getting worse with the changes. Yahoo email got so bad, with flashing ads that make it impossible to read a message without going batty, that i would have dropped it after 15 years except that Apple's email program will download the messages without me having to visit the site. Yahoo Sports, which had been my default, is now buggy and less useable, plus, Yahoo fired their best writers and eliminated their entertaining sports video, so now I hardly use Yahoo Sports. My fantasy football league would not even consider Yahoo because several of us had seen how buggy their pages can be. Their MyYahoo page doesn't work as well now that they have revamped it, like the Sports pages, clearly aiming at mobile. I still use Yahoo Finance, but that's about it. So sure, mobile use should be up, and they did need to make changes, but overall it doesn't look promising for this user.
    Feb 3, 2014. 01:23 PM | 2 Likes Like |Link to Comment
  • Apple: The Process Has Begun [View article]
    "The bigger injustice, if you want to use that term, is that Intel gets a similar valuation to Apple. Intel has had two disappointing years in a row, with declining revenues and plunging earnings."

    Well the market senses that Intel could be at or near a bottom in revs and earnings. It worries that Apple might be near a top, despite its continuing growth. And Intel has a higher dividend yield.
    Dec 17, 2013. 09:23 AM | Likes Like |Link to Comment
  • Huge Week Ahead For Apple [View article]
    News item just in: "The NYC and SF Attorney Generals have issued a statement urging users to install iOS 7 on account of its Activation Lock feature, which can remotely render a lost/stolen device useless."

    Great. This is what I was looking for.
    Sep 19, 2013. 05:25 PM | Likes Like |Link to Comment
  • Huge Week Ahead For Apple [View article]
    Thank you all for your comments. Actually my daughter did have the ap to track it, but it never gave us a location. The lesson for my daughter is to be more careful with her valuables, particularly items coveted by youth. But theft of iPhones and iPads is such a problem that one would think that Apple would work a little more on solutions.
    Sep 10, 2013. 09:49 PM | Likes Like |Link to Comment
  • Huge Week Ahead For Apple [View article]
    It irritates me that Apple has done nothing to deter theft. After my daughter's ipad was stolen and I had reported to the police, I called Apple to report it. I expected that they would look up the serial number and mark it as stolen (we were already listed as the buyer for that machine in their data base). They said, huh? I said, "well, if someone brings it in claiming it's theirs but they forgot the password then at least you won't help them. Perhaps you could get their ID and report to the police." They said they wouldn't get involved. Then you would essentially jail-break it for them, I asked? They said they would have to do what the "customer" asked. I told them they would be abetting a crime. The response I got was essentially to get lost.
    Sep 8, 2013. 09:57 AM | 1 Like Like |Link to Comment
  • The Non-Decline And Fall Of Apple [View article]
    Of course it has a chance. Will it, and if so, when? No one knows. Don't listen to pretenders.
    Mar 13, 2013. 03:00 PM | 2 Likes Like |Link to Comment
  • Apple: Tim Cook Failed, But Learned From It [View article]
    For the time being, they are likely to sell every mini they can make for $329 and up. Believe it or not, many people will find this very same product more appealing priced at $329 than at $299. (If you don't understand that, perhaps I could introduce you to my wife.) After an upgrade, then they'll sell the old minis for $279 or something, when they can crank them out for less.
    Oct 26, 2012. 07:57 PM | 1 Like Like |Link to Comment
  • Apple's Cash Position Is Overstated By $70 Billion [View article]
    Impressive research. Thanks for the article. I agree that over the long haul, Apple could have trouble keeping up with new technology that Samsung might develop. Or suppliers might lack the capital to expand enough to keep up with the sales growth that is needed to meet Aapl stock price targets in the future. But when? Your article lacks any reason to believe that sales will be hurt enough over the next few quarters to derail growth.
    Oct 10, 2012. 12:31 PM | Likes Like |Link to Comment
  • Apple's Pricing Power? Questionable [View article]
    Your article makes some reasonable points (which can be argued, of course.) Most comments are emotional, religious eruptions, which you should ignore. Unfortunately, you have repeatedly stooped to the level of your attackers by name-calling ("bagholders"), which lends credence to their attacks upon your objectivity.
    Jul 3, 2012. 10:35 AM | 1 Like Like |Link to Comment
  • Analyst Revisions For Apple: Growth And More Growth [View article]
    "Apple is still woefully undervalued."

    Oh, woe to Apple shareholders!
    Mar 27, 2012. 12:52 PM | Likes Like |Link to Comment
  • Why Apple's Buyback And Dividend Plan Is A Disappointing Drop In The Bucket [View article]
    Well, two things. First, the tax issue so many have mentioned. Second, the dividend can be raised going forward. I'm pretty sure that Cook and co. understand that a company needs for its dividend to be stable or increasing going forward. So this should signal confidence for the long term re. earnings. I don't see how this can be disappointing.
    Mar 19, 2012. 11:25 AM | 1 Like Like |Link to Comment
More on AAPL by JYucca