Jax3's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/109819/comments http://seekingalpha.com/article/177825-unintended-consequences-of-apple-secrecy?source=feed#comment-803190 803190
His so called "secrecy" is simply to keep others from messing in what he wants to produce and he is successful in that. Investing in AAPL is about the willingness to trust in the Jobsian culture of excellence, imagination and execution. We are bystanders at best.]]> Sat, 12 Dec 2009 18:54:18 -0500
His so called "secrecy" is simply to keep others from messing in what he wants to produce and he is successful in that. Investing in AAPL is about the willingness to trust in the Jobsian culture of excellence, imagination and execution. We are bystanders at best.]]> http://seekingalpha.com/article/144041-here-comes-the-iphone-3g-s?source=feed#comment-554328 554328 Fri, 19 Jun 2009 16:19:27 -0400 http://seekingalpha.com/article/128197-new-microsoft-ad-targets-high-cost-of-macs?source=feed#comment-442660 442660
What metric should you use in judging product quality? Try this: What is the overall customer experience? How to measure: what % of those who have used both are likely to switch back to the other brand? Are Mac users switching (back) to PCs or are PC users switching to Macs and staying with them.

The price argument is bogus or at least so complex that it mostly serves as a come on for inexperienced buyers. My favorite restaurant is more expensive than many others I have tried. Why do I go back? ]]> Fri, 27 Mar 2009 13:44:35 -0400
What metric should you use in judging product quality? Try this: What is the overall customer experience? How to measure: what % of those who have used both are likely to switch back to the other brand? Are Mac users switching (back) to PCs or are PC users switching to Macs and staying with them.

The price argument is bogus or at least so complex that it mostly serves as a come on for inexperienced buyers. My favorite restaurant is more expensive than many others I have tried. Why do I go back? ]]> http://seekingalpha.com/article/117819-ominous-drop-in-sales-bodes-ill-for-more-than-just-apple-barron-s?source=feed#comment-373164 373164
The real news would/could be that Mall traffic is down xxx% but that the share of that traffic that Apple gets is up yyy%. It shows resiliency and continued popularity relative to other products. Half full or half empty.]]> Mon, 02 Feb 2009 09:19:20 -0500
The real news would/could be that Mall traffic is down xxx% but that the share of that traffic that Apple gets is up yyy%. It shows resiliency and continued popularity relative to other products. Half full or half empty.]]> http://seekingalpha.com/article/114920-time-to-sell-apple?source=feed#comment-356550 356550 Thu, 15 Jan 2009 10:43:41 -0500 http://seekingalpha.com/article/99099-research-in-motion-s-storm-why-it-matters?source=feed#comment-277909 277909 Thu, 09 Oct 2008 13:55:14 -0400 http://seekingalpha.com/article/93225-why-apple-stock-is-poised-to-go-flat-at-best?source=feed#comment-241922 241922
On market cap: An old measure that is not an inhibitor but a simple score. If Apple was broken down to four markets- each as a separate company: Computers, Music delivery, Communication devices and Visual, and each had its own cap would that make it easier to visualize or imagine? Perhaps. If you don't think that smart executives in Apple are planning for the long term - after Steve you aren't clear about the level of management. What bothers you and many is that Apple won't tell you in advance.

The key to Apple's success is the principle of lifetime customers- people who root for the company, its products and its success in a way that is unheard of. Can you think of many other firms who have such loyalty and trust? Is that a payoff for good publicity or hype? No, sorry, it is because of only one thing- they feel well served by the business and its products pure and simple.]]> Fri, 29 Aug 2008 16:30:53 -0400
On market cap: An old measure that is not an inhibitor but a simple score. If Apple was broken down to four markets- each as a separate company: Computers, Music delivery, Communication devices and Visual, and each had its own cap would that make it easier to visualize or imagine? Perhaps. If you don't think that smart executives in Apple are planning for the long term - after Steve you aren't clear about the level of management. What bothers you and many is that Apple won't tell you in advance.

The key to Apple's success is the principle of lifetime customers- people who root for the company, its products and its success in a way that is unheard of. Can you think of many other firms who have such loyalty and trust? Is that a payoff for good publicity or hype? No, sorry, it is because of only one thing- they feel well served by the business and its products pure and simple.]]> http://seekingalpha.com/article/92303-looming-financial-catastrophe-a-real-inconvenient-truth?source=feed#comment-237787 237787 Sun, 24 Aug 2008 13:37:54 -0400 http://seekingalpha.com/article/87181-steve-jobs-honesty-is-the-best-policy?source=feed#comment-216055 216055
I'd like to know more

tom

]]> Sun, 27 Jul 2008 20:27:57 -0400
I'd like to know more

tom

]]> http://seekingalpha.com/article/86259-five-key-quotes-from-apple-s-conference-call?source=feed#comment-212625 212625
If big enough it would become all about execution and upgrades and customer service for at least 24 months. And would give Steve enough time to rest and think creatively about the next breakthrough.

Tom]]> Wed, 23 Jul 2008 15:36:09 -0400
If big enough it would become all about execution and upgrades and customer service for at least 24 months. And would give Steve enough time to rest and think creatively about the next breakthrough.

Tom]]> http://seekingalpha.com/article/86153-analysts-weigh-in-on-apple-earnings-10-15-points-more-downside?source=feed#comment-211433 211433 1. Something big on the horizon
2. Leveraging core competencies to keep others out (umbrella comment)
3. Emphasis on staying high value to consumer
4. The worldwide rollout is on track even with pipeline gaps
5. Keeping the focus on core competencies (software interface) and pushing it further. Consider this possibility:

A world class appropriately priced new line of computers that has the power to take on Dell and HP etc on price v perceived value world wide and integrate with everything else. Say cpus ranging from $599 to $999. Perhaps a global launch and impact high enough that SJ can move away from the day to day.

Tom]]> Tue, 22 Jul 2008 10:00:56 -0400 1. Something big on the horizon
2. Leveraging core competencies to keep others out (umbrella comment)
3. Emphasis on staying high value to consumer
4. The worldwide rollout is on track even with pipeline gaps
5. Keeping the focus on core competencies (software interface) and pushing it further. Consider this possibility:

A world class appropriately priced new line of computers that has the power to take on Dell and HP etc on price v perceived value world wide and integrate with everything else. Say cpus ranging from $599 to $999. Perhaps a global launch and impact high enough that SJ can move away from the day to day.

Tom]]> http://seekingalpha.com/article/71348-internet-technology-and-the-declining-power-of-the-firm?source=feed#comment-147386 147386
Perhaps by merging worker and customer

Tom


]]> Wed, 09 Apr 2008 00:08:34 -0400
Perhaps by merging worker and customer

Tom


]]> http://seekingalpha.com/article/69602-apple-mozilla-flap-is-really-about-google-revenue?source=feed#comment-131447 131447 Tue, 25 Mar 2008 19:43:42 -0400 http://seekingalpha.com/article/65084-apple-s-at-t-deal-is-costly?source=feed#comment-117086 117086
The real plus for apple is that it designs, promotes, executes almost flawlessly and doesn't tip its hand. Top strategic firm in the business.

Tom]]> Tue, 19 Feb 2008 08:37:23 -0500
The real plus for apple is that it designs, promotes, executes almost flawlessly and doesn't tip its hand. Top strategic firm in the business.

Tom]]> http://seekingalpha.com/article/64005-apple-on-an-innovation-treadmill?source=feed#comment-115768 115768
What sustains Apple is the unknown and unexpected. it is called breakthrough. What is not in the equations or in this discussion is the power to invent products that create undeniable power and appeal, and the existence of a company/team that can do that. if there is even a small chance that Jobs and his partners can come up with breakthrough products, it is worth investing in.

To judge a company that is dedicated to innovation and breakthrough value to its customers by the life cycle of its current products is so narrow. The question to ask is: In the age of knowledge (use, accumulation, distribution,) as an engine of evolutionary import and wealth creation, what products and services could leap out and totally surprise and delight 500 million customers. Jobs, and others are out to explore and answer that question and perhaps they have the capability to do it. That's why I own aapl; not because their ipods are famous.

Tom Jackson ]]> Mon, 11 Feb 2008 19:11:06 -0500
What sustains Apple is the unknown and unexpected. it is called breakthrough. What is not in the equations or in this discussion is the power to invent products that create undeniable power and appeal, and the existence of a company/team that can do that. if there is even a small chance that Jobs and his partners can come up with breakthrough products, it is worth investing in.

To judge a company that is dedicated to innovation and breakthrough value to its customers by the life cycle of its current products is so narrow. The question to ask is: In the age of knowledge (use, accumulation, distribution,) as an engine of evolutionary import and wealth creation, what products and services could leap out and totally surprise and delight 500 million customers. Jobs, and others are out to explore and answer that question and perhaps they have the capability to do it. That's why I own aapl; not because their ipods are famous.

Tom Jackson ]]> http://seekingalpha.com/article/57699-are-tuesdays-good-for-reversals?source=feed#comment-106005 106005 Tue, 18 Dec 2007 22:54:02 -0500