pabs's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/111799/comments http://seekingalpha.com/article/102914-is-apple-more-undervalued-than-other-tech-sector-stocks?source=feed#comment-294123 294123 Thu, 30 Oct 2008 08:54:05 -0400 http://seekingalpha.com/article/101439-apple-s-real-earnings-up-almost-125?source=feed#comment-288862 288862 Thu, 23 Oct 2008 12:51:05 -0400 http://seekingalpha.com/article/101452-apple-analysis-when-leaders-don-t-lead?source=feed#comment-288853 288853 mr bass clearly doesnt know what he's talking about and i doubt very much this is his full time job or indeed that he is capable of making money in this field
contrast this horrible content it with someone like the very talented andy zaky per the 'AVG's link above that actually provides informed analysis and opinion
i guess this is pile is the price we pay for democracy]]> Thu, 23 Oct 2008 12:46:03 -0400 mr bass clearly doesnt know what he's talking about and i doubt very much this is his full time job or indeed that he is capable of making money in this field
contrast this horrible content it with someone like the very talented andy zaky per the 'AVG's link above that actually provides informed analysis and opinion
i guess this is pile is the price we pay for democracy]]> http://seekingalpha.com/article/97100-jonathan-ive-more-valuable-to-apple-than-steve-jobs?source=feed#comment-263408 263408 the design directive flows from jobs and only jobs
prior to ives say the macs of the 80's simply reflected design in the 80 allbeit done very elegantly

gphone is great for iphone for all the healthy competetive reasons, their laissex faire open source platform will be a huge negative issue for them however
the one company i really dont inderstand right now is rimm with a pe sky high compared to apple and google
go figure]]> Wed, 24 Sep 2008 09:32:57 -0400 the design directive flows from jobs and only jobs
prior to ives say the macs of the 80's simply reflected design in the 80 allbeit done very elegantly

gphone is great for iphone for all the healthy competetive reasons, their laissex faire open source platform will be a huge negative issue for them however
the one company i really dont inderstand right now is rimm with a pe sky high compared to apple and google
go figure]]> http://seekingalpha.com/article/96294-now-is-the-right-time-to-buy-apple-option-leaps?source=feed#comment-258732 258732 thank you]]> Fri, 19 Sep 2008 06:57:58 -0400 thank you]]> http://seekingalpha.com/article/93699-five-reasons-steve-ballmer-thinks-apple-s-a-buy?source=feed#comment-244596 244596 makes a nice change from the general dross from other 'authors']]> Wed, 03 Sep 2008 12:19:49 -0400 makes a nice change from the general dross from other 'authors']]> http://seekingalpha.com/article/93513-post-labor-day-strategy-for-apple-traders?source=feed#comment-243943 243943 i dont mean to be rude but i've followed you column for a little while because it sounded promising but ultimately it fails to deliver

question, do you make a living solely as a trader or do you have another profession]]> Tue, 02 Sep 2008 13:33:41 -0400 i dont mean to be rude but i've followed you column for a little while because it sounded promising but ultimately it fails to deliver

question, do you make a living solely as a trader or do you have another profession]]> http://seekingalpha.com/article/91179-the-end-run-around-the-operating-system-is-under-way?source=feed#comment-231860 231860 oh yes thats right its o.s.
perhaps a web analogy would have made your points more relevant but that is old news
somebody please screen these marginal writers]]> Sat, 16 Aug 2008 11:22:28 -0400 oh yes thats right its o.s.
perhaps a web analogy would have made your points more relevant but that is old news
somebody please screen these marginal writers]]> http://seekingalpha.com/article/90878-apple-s-interesting-challenge-with-its-best-buy-deal?source=feed#comment-230163 230163 ridiculous article]]> Thu, 14 Aug 2008 10:24:52 -0400 ridiculous article]]> http://seekingalpha.com/article/89659-measuring-music-top-5-us-retailers?source=feed#comment-225141 225141 numbers please ?]]> Thu, 07 Aug 2008 11:37:06 -0400 numbers please ?]]> http://seekingalpha.com/article/89637-5-reasons-not-to-upgrade-to-the-new-iphone-3g?source=feed#comment-225103 225103 Thu, 07 Aug 2008 11:18:47 -0400 http://seekingalpha.com/article/89735-apple-can-disable-iphone-apps-but-should-they?source=feed#comment-225098 225098 the phone communicates with apple often for updates etc and is just a form of that

i tried a jailbroken gen 1 phone for a while and although i liked the additional features my phone was like the wild west never knowing when a rogue app could take me down

i love the app store somewhat safe in the knowledge that 3rd part programs have been vetted and if something malicious slips through its gets fixed

now i know there will be a bunch of outraged people but realistically its a great idea]]> Thu, 07 Aug 2008 11:16:15 -0400 the phone communicates with apple often for updates etc and is just a form of that

i tried a jailbroken gen 1 phone for a while and although i liked the additional features my phone was like the wild west never knowing when a rogue app could take me down

i love the app store somewhat safe in the knowledge that 3rd part programs have been vetted and if something malicious slips through its gets fixed

now i know there will be a bunch of outraged people but realistically its a great idea]]> http://seekingalpha.com/article/89448-research-in-motion-s-3g-counteroffensive-the-smartphone-arms-race-escalates?source=feed#comment-224043 224043 You would get a very different market share picture and data that is more useful to your readers

It is RIMM that is on the front line about to be run over by Apple not the '2nd tier' manufacturers. Apple is employing a classic top down sales strategy starting with a high priced handset and in the coming 18mos filling in the price gaps underneath it.
Nokia who holds the largest market share with many inexpensive handsets will be the last to feel the effects of Apple

However Apple has quitely declared that ALL phones in the future will be smart phones and as features currently considered 'smart' become manadatory on even the cheapest handsets even Nokia weill lose significant market share to Apple who not only has invented this new phone market place but essentially monopolises many of its feature sets and equally importantly holds a monopoly on the seamless integration between feature sets

Step back a little and look at the bigger picture beyond a couple of too late copycat handsets from Rimm and try to poduce quality quantative research]]> Wed, 06 Aug 2008 11:00:20 -0400 You would get a very different market share picture and data that is more useful to your readers

It is RIMM that is on the front line about to be run over by Apple not the '2nd tier' manufacturers. Apple is employing a classic top down sales strategy starting with a high priced handset and in the coming 18mos filling in the price gaps underneath it.
Nokia who holds the largest market share with many inexpensive handsets will be the last to feel the effects of Apple

However Apple has quitely declared that ALL phones in the future will be smart phones and as features currently considered 'smart' become manadatory on even the cheapest handsets even Nokia weill lose significant market share to Apple who not only has invented this new phone market place but essentially monopolises many of its feature sets and equally importantly holds a monopoly on the seamless integration between feature sets

Step back a little and look at the bigger picture beyond a couple of too late copycat handsets from Rimm and try to poduce quality quantative research]]> http://seekingalpha.com/article/89448-research-in-motion-s-3g-counteroffensive-the-smartphone-arms-race-escalates?source=feed#comment-224017 224017 ]]> Wed, 06 Aug 2008 10:36:45 -0400 ]]> http://seekingalpha.com/article/88008-apple-are-investors-overlooking-cash-earnings?source=feed#comment-218633 218633 Wed, 30 Jul 2008 14:46:06 -0400 http://seekingalpha.com/article/87040-apple-investors-need-to-get-a-grip?source=feed#comment-214395 214395
i like your dialog enough to add you into my daily apple read (i am long) along with a couple of select others

suggestion 1
make your site zachbass.com an iphone friendly site layout wise
given your chosen topic it makes sense, that where i read you mostly

suggestion 2
like you i am frustrated by the ineptitude and agendas of the analysts that analyze business but are not 'in business'
i think you suggested a rating system for them ? so do it, your great with charts and numbers, grab the top 10 ? mark their earnings estimates as a percentage in terms of accuracy by the quarter and offer a cumulative average for each guy, post it right at the top of your site permanently that updates every 90 days
it would get a LOT of attention for you,
and provide a lot of value to individual investors such as myself,
]]> Fri, 25 Jul 2008 11:28:48 -0400
i like your dialog enough to add you into my daily apple read (i am long) along with a couple of select others

suggestion 1
make your site zachbass.com an iphone friendly site layout wise
given your chosen topic it makes sense, that where i read you mostly

suggestion 2
like you i am frustrated by the ineptitude and agendas of the analysts that analyze business but are not 'in business'
i think you suggested a rating system for them ? so do it, your great with charts and numbers, grab the top 10 ? mark their earnings estimates as a percentage in terms of accuracy by the quarter and offer a cumulative average for each guy, post it right at the top of your site permanently that updates every 90 days
it would get a LOT of attention for you,
and provide a lot of value to individual investors such as myself,
]]> http://seekingalpha.com/article/85188-has-starbucks-bottomed-not-by-a-long-shot?source=feed#comment-213172 213172 cafecaroline.com i jumped through hoops to sell starbucks presuming the cache would be great for our business clientele and great for delivery

starbucks promised me they would not let others very local to me sell starbucks, well that lasted 2 months and they started selling starbucks at one of the office building cafeteria's local to us, curtailing any thoughts of starbucks delivery

we ran with it for about 6months paying a hefty materials premium not only for the coffee but for the paper cups etc after that term my partner and i began to wonder if starbucks brand was actually bringing in additional customers and with limited data (1 store ) we concluded 'no'

so what did we do ? well my partner carolines scoured the land for the best tasting coffee, we rebranded everything to cafe caroline 'MoJo' brand and put it out there and the reaction was...

absolutely NOTHING ! the odd comment here and there people were totall satisfied, our sales go up everymonth about 9-12% because we are new however not factoring this in we do not appear to have any decline is sales whatsoever
we do however save a staggering 61% on the cost of materials

]]> Thu, 24 Jul 2008 09:29:09 -0400 cafecaroline.com i jumped through hoops to sell starbucks presuming the cache would be great for our business clientele and great for delivery

starbucks promised me they would not let others very local to me sell starbucks, well that lasted 2 months and they started selling starbucks at one of the office building cafeteria's local to us, curtailing any thoughts of starbucks delivery

we ran with it for about 6months paying a hefty materials premium not only for the coffee but for the paper cups etc after that term my partner and i began to wonder if starbucks brand was actually bringing in additional customers and with limited data (1 store ) we concluded 'no'

so what did we do ? well my partner carolines scoured the land for the best tasting coffee, we rebranded everything to cafe caroline 'MoJo' brand and put it out there and the reaction was...

absolutely NOTHING ! the odd comment here and there people were totall satisfied, our sales go up everymonth about 9-12% because we are new however not factoring this in we do not appear to have any decline is sales whatsoever
we do however save a staggering 61% on the cost of materials

]]> http://seekingalpha.com/article/86744-apple-unlocking-iphone-profits?source=feed#comment-213079 213079 Thu, 24 Jul 2008 08:23:28 -0400 http://seekingalpha.com/article/85691-apple-feels-max-pain?source=feed#comment-208665 208665 Fri, 18 Jul 2008 11:18:47 -0400 http://seekingalpha.com/article/84881-google-gphone-may-really-happen?source=feed#comment-205320 205320 manufacturing and distribution is something else however]]> Mon, 14 Jul 2008 13:53:05 -0400 manufacturing and distribution is something else however]]> http://seekingalpha.com/article/84287-apple-s-iphone-to-capture-chinese-internet-market?source=feed#comment-201616 201616 ok i feel better for getting that off my chest.

article make a truly compelling observation about the key factors that will drive chinese consumers to the iphone and absolutely the best reason to go long since its introduction
the stock at 180 is a steal, i agree 300 in 09
thanks]]> Wed, 09 Jul 2008 13:58:17 -0400 ok i feel better for getting that off my chest.

article make a truly compelling observation about the key factors that will drive chinese consumers to the iphone and absolutely the best reason to go long since its introduction
the stock at 180 is a steal, i agree 300 in 09
thanks]]> http://seekingalpha.com/article/83250-apple-s-3-iphone-considerations-liability-liability-and-liability?source=feed#comment-196070 196070 Mon, 30 Jun 2008 14:09:37 -0400 http://seekingalpha.com/article/82472-monday-s-apple-general-market-fundamentals-favor-bears?source=feed#comment-192335 192335 as for the rest of the article its mumbo jumbo gussied up as analytical prose
horrible]]> Wed, 25 Jun 2008 01:09:36 -0400 as for the rest of the article its mumbo jumbo gussied up as analytical prose
horrible]]> http://seekingalpha.com/article/82097-not-buying-it-sanford-analyst-toni-sacconaghi-s-iphone-hit-job?source=feed#comment-189318 189318 points nicely made, perhaps an article on the buffoon cramer next ?

its embarassing what otherwise passes for news these days]]> Fri, 20 Jun 2008 13:54:39 -0400 points nicely made, perhaps an article on the buffoon cramer next ?

its embarassing what otherwise passes for news these days]]> http://seekingalpha.com/article/79687-which-is-the-better-investment-apple-or-research-in-motion?source=feed#comment-178257 178257 Mon, 02 Jun 2008 20:21:31 -0400 http://seekingalpha.com/article/71587-apple-facing-serious-downside-risk-morgan-keegan?source=feed#comment-146954 146954 simple price supression to buy into earnings and sell before the call

my sense is aapl overall undertimated sales in this past quarter and the call will be a suprise on the + side, we'll see]]> Tue, 08 Apr 2008 10:49:08 -0400 simple price supression to buy into earnings and sell before the call

my sense is aapl overall undertimated sales in this past quarter and the call will be a suprise on the + side, we'll see]]> http://seekingalpha.com/article/70884-how-can-apple-keep-the-ipod-relevant?source=feed#comment-135416 135416
Just an excuse to mention the Munster / Piper Jaffray research notes in order to get this nonsense read

]]> Wed, 02 Apr 2008 15:01:20 -0400
Just an excuse to mention the Munster / Piper Jaffray research notes in order to get this nonsense read

]]> http://seekingalpha.com/article/64256-could-modu-be-the-iphone-killer?source=feed#comment-115998 115998
Todays mobile phone is advancing at breakneck speed to be fully featured, whereby, gps, cameras, music, movies, tv's, radio, recorders, browsers, email, text, sms, credit payment systems, keys, video recorders and projectors will be standard features on the most inexpensive handhelds. A fully featured computer with these and many other features we havent dreamed up yet fully integrated, seamlessly, in a solid state appliance the area of a playing card and only a few mm thick, amazing.

Modu, swimming against the tide is attempting the ultimate act of devolution, reverse darwinism if you like, taking the mobile broadband space and divining it into its messy componant parts while the rest of the market evolves into a fully integrated affordable singular soloution.

I certainly respect Dov Moran's prior accomplishments they are outstanding, but this Product soloution is the answer to a question nobody asked.]]> Tue, 12 Feb 2008 20:56:57 -0500
Todays mobile phone is advancing at breakneck speed to be fully featured, whereby, gps, cameras, music, movies, tv's, radio, recorders, browsers, email, text, sms, credit payment systems, keys, video recorders and projectors will be standard features on the most inexpensive handhelds. A fully featured computer with these and many other features we havent dreamed up yet fully integrated, seamlessly, in a solid state appliance the area of a playing card and only a few mm thick, amazing.

Modu, swimming against the tide is attempting the ultimate act of devolution, reverse darwinism if you like, taking the mobile broadband space and divining it into its messy componant parts while the rest of the market evolves into a fully integrated affordable singular soloution.

I certainly respect Dov Moran's prior accomplishments they are outstanding, but this Product soloution is the answer to a question nobody asked.]]> http://seekingalpha.com/article/57994-macworld-expo-boosts-apple-stock-price-again?source=feed#comment-106251 106251 Thu, 20 Dec 2007 12:18:04 -0500 http://seekingalpha.com/article/49226-newspapers-ipod-moment-has-arrived-look-out-below?source=feed#comment-98029 98029 However introducing a new class off product into the market presents enormous customer awareness and distribution issues, and therefore slower sales, less revenues and a weak flank for competitors to react and take a bite out of the Appl
Appl therefore had the decision to market this as a new class of product an ipod or a phone, which market is biggest and has the best distribution ? the latter of course

]]> Mon, 08 Oct 2007 16:33:22 -0400 However introducing a new class off product into the market presents enormous customer awareness and distribution issues, and therefore slower sales, less revenues and a weak flank for competitors to react and take a bite out of the Appl
Appl therefore had the decision to market this as a new class of product an ipod or a phone, which market is biggest and has the best distribution ? the latter of course

]]>