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berylrb

berylrb
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  • Tim Cook's Apple Mistakes Piling Up [View article]
    its Doh! :0
    Aug 25 01:31 AM | 2 Likes Like |Link to Comment
  • Understanding Why I Was So Wrong About Apple [View article]
    and my understanding is it is switchable UI's at the Surface Pro level, one for touch one for keyboard???
    Aug 24 05:00 PM | Likes Like |Link to Comment
  • Tim Cook's Apple Mistakes Piling Up [View article]
    add another mistake, the "culture of secrecy" is falling apart ...
    http://bit.ly/NONNH5
    Aug 24 01:19 PM | Likes Like |Link to Comment
  • After talking with Apple (AAPL) exec Eddy Cue, Pac Crest doubts an Apple TV set will arrive anytime soon. Cue argued the TV user experience is crippled by the forced bundling of pay-TV channels, and suggested Apple would offer an incomplete solution without a new distribution model content owners are unwilling to provide. This helps explains reports Apple is focusing on a set-top box for cable companies, though that market has its challenges as well. (Barclays) (a la carte efforts[View news story]
    ah this really sucks, whatever happened to the cutlure of secrecy?! let the market speculate and gesticulate, sheesh!
    Aug 24 01:18 PM | Likes Like |Link to Comment
  • Capstone is out with a note to clients tipping off that the H2 production target for Tesla Motors (TSLA) is at risk. The EV automaker also catches the critical eye of writer John Peteron today, as he warns TSLA longs that very little short-term upside exists with the stock's Blue Sky-to-Book ratio sitting at a lofty 60. TSLA is inactive premarket, but with a void of any hard-and-fast news on production numbers out there - even wisps of negativity could influence trading. [View news story]
    It would be educational to do a chart of dips based on articles, negative articles, I bet there's a strong correlation.

    I'm not saying don't report facts, it's just that it's kind of a shame in our always online world that there seems to be no true accountability.

    Oh well, the largess is still on the investor as always do your own due diligence, if your reason to purchase is solid, there will always be traders buying and selling on the news.
    Aug 24 11:48 AM | Likes Like |Link to Comment
  • Understanding Why I Was So Wrong About Apple [View article]
    Macs can run windows apps
    Aug 24 11:36 AM | Likes Like |Link to Comment
  • Understanding Why I Was So Wrong About Apple [View article]
    That's a good point stockholm, the simplest explanation as to why Apple can sustain high growth numbers for at least a few more years is exactly the fact that they do have low "market share".

    Has anyone ever made projections based upon Apple increasing in enterprise even to a comfortable second place, say 30%? Or retail to a mere 30%? That's a lot of growth!
    Aug 24 11:24 AM | 1 Like Like |Link to Comment
  • Tim Cook's Apple Mistakes Piling Up [View article]
    wow, that's amazing as was the Texas story.

    I guess we are spoiled out here on the West Coast.
    Aug 23 08:59 PM | Likes Like |Link to Comment
  • Panera (PNRA) announces a new $600M share repurchase program, good for buying back 13.2% of outstanding shares at current levels. Panera's existing repurchase program, which was set to expire on Nov. 16, has been terminated. (PR[View news story]
    yep, buy a competitor, that was mentioned about COSI back in, what, January?
    Aug 23 08:57 PM | Likes Like |Link to Comment
  • Tim Cook's Apple Mistakes Piling Up [View article]
    Hi Dana,

    Just one little correction, I don't think the case is that the problems are spreading as much as the bad apples are being exposed. The article you referenced noted, "Of course in such a large corporation, there’ll always be a few bad seeds."

    That's the kicker on that "mistake", it would be interesting to compare apple's graft to other retailers.

    I'm not sure about your first mistake - the ads. My son's generation seems to think it's a sense of humor thing. Before "I'm a PC" was driven at increasing market share by going after your competition. So my son's thought is - he's 19 and very savvy - now that Apple is King, it's time to show a lighter more comedic side. My point is I don't think the target of the ads is the techy mid-life aged SA trader/investor.
    Aug 23 04:33 PM | 1 Like Like |Link to Comment
  • Top 10 Reasons Microsoft Surface Is DOA [View article]
    Yes, I'm very very long AAPL.

    Your advice is well spoken. I totally agree, "they will have to show some real success." My big speculation in this trade/investment is that the MS/Nokia/WP8 may, just may awaken a sleeping giant in the Windows-Fanboys who are hungry for a "cool" windows phone. I frequent a lot of blogs and there seems to be a real hunger out there, so if it comes out in time for the Christmas shopping season, come January we should have compelling news one way or the other, yes?

    Yeah, that Luke! He's such a goober, but you know *shhh don't tell him* ... his balanced posts actually helped me to straddle the fence. Ha, but I still can't even consider pulling the trigger on MSFT! NOK is as close as I want to get for now. Fun times for sure!
    Aug 23 01:23 PM | 1 Like Like |Link to Comment
  • Top 10 Reasons Microsoft Surface Is DOA [View article]
    @ronin, totally! "flexibility" in that this NOK investment presents a complex learning environment, so the investor trader is really stretched to make this investment make sense - or as one poster put it, at times you just have to jump in with both feet, just don't wager the whole portfolio.

    ... out the other side of my mouth dissonance would have worked too for the NOK investment also presents a case for cognitive dissonance given the conflicting "fundamentals" as to how one should - for the lack of a better word - play the facts, and which conflicting facts will trigger which investing values/ideas/strategies.
    1. NOK is burning cash and is late to the smartphone space, but
    2. A partnership with MSFT buys 2-3 quarters and WP8 is a compelling UI for the Millions of MS users who want an integrated Windows user experience across all their devices, but wait
    3. Windows phone is just, what 2% of the global smartphone market.

    Ha, forget cognitive reasoning, just play your gut. I'm in low enough to let this ride for at least 3 quarters. I believe with the monetization of the patents and the reality of quite a strong worldwide demand for feature phones, NOK can't go much lower that $2 on the next dip, which I predict will occur when the iPhone 5 surfaces - no pun intended.
    Aug 23 01:32 AM | 1 Like Like |Link to Comment
  • Top 10 Reasons Microsoft Surface Is DOA [View article]
    right on that's the spirit!
    Aug 23 01:03 AM | 1 Like Like |Link to Comment
  • The Apple iPhone 5: Put Up Or Shut Up [View article]
    yep, but the names are kinda cool, "Jelly Bean", "Ice Cream Sandwich", ...
    Aug 22 06:54 PM | Likes Like |Link to Comment
  • Microsoft Windows 8 Release: Yawn [View article]
    @eric well balanced, I would just disagree about the "porcelain" comment. I've drop kicked by iPhone numerous occasions - side pocket pants - and the Gorilla glass stays intact. I have numerous chips on the edges - battle scars - and the phone keeps taking it.

    I do bleieve that WP8 launch will put Nokia back on the map and I have a small poisition in NOK. But I am personally invested in the Apple ecosystem - integration of devices and sync services.
    Aug 22 05:30 PM | Likes Like |Link to Comment
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