pabs

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30 Comments

    • Fri Jul 25th 11:28 AM | Rating: 0 0
      Commented on:
      Apple Investors Need to Get a Grip
      well im hijacking this thread with a couple of somewhat related comments

      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,
      View article »
    • Thu Jul 24th 09:29 AM | Rating: 0 0
      Commented on:
      Has Starbucks Bottomed? Not by a Long Shot
      here is a true tale, i own a a business district cafe and eatery in stamford ct, 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

      View article »
    • Thu Jul 24th 08:23 AM | Rating: 0 0
      Commented on:
      Apple: Unlocking iPhone Profits
      iphone is only a fraction (albeit growing) amount of the appl business
      View article »
    • Fri Jul 18th 11:18 AM | Rating: 0 0
      Commented on:
      Apple Feels 'Max Pain'
      another good article
      View article »
    • Mon Jul 14th 13:53 PM | Rating: 0 0
      Commented on:
      Google GPhone May Really Happen
      google is a remarkable internet company
      manufacturing and distribution is something else however
      View article »
    • Wed Jul 9th 13:58 PM | Rating: 0 0
      Commented on:
      Apple's iPhone to Capture Chinese Internet Market
      there is so much nonsense written by supposedly credible sources its refreshing to find real news and an independent opinion as opposed to simply reporting on someone else's report, fabricating stupid headlines or promoting propaganda to suit an agenda
      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
      View article »
    • Mon Jun 30th 14:09 PM | Rating: 0 0
      Commented on:
      Apple's 3 iPhone Considerations: Liability, Liability and Liability
      good solid article that understands what is happening thank you, perhaps you could write for fortune and barrons as their writers generally seem to miss the point
      View article »
    • Wed Jun 25th 01:09 AM | Rating: 0 0
      Commented on:
      Monday's Apple, General Market Fundamentals Favor Bears
      can anyone that listens to thestreet.com be taken seriously ?
      as for the rest of the article its mumbo jumbo gussied up as analytical prose
      horrible
      View article »
    • Fri Jun 20th 13:54 PM | Rating: 0 0
      Commented on:
      Not Buying It: Sanford Analyst Toni Sacconaghi's iPhone Hit Job
      zach
      points nicely made, perhaps an article on the buffoon cramer next ?

      its embarassing what otherwise passes for news these days
      View article »
    • Mon Jun 2nd 20:21 PM | Rating: 0 0
      Commented on:
      Which Is the Better Investment, Apple or Research In Motion?
      how is this horrible reporting news ?
      View article »
    • Tue Apr 8th 10:49 AM | Rating: 0 0
      Commented on:
      Apple Facing Serious Downside Risk - Morgan Keegan
      what a light weight downgrade and lightweight report on a report, taking into account only half the factors to paint an innacurate picture
      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
      View article »
    • Wed Apr 2nd 15:01 PM | Rating: 0 0
      Commented on:
      How Can Apple Keep the iPod Relevant?
      Another irrelevent analysis of an analysis

      Just an excuse to mention the Munster / Piper Jaffray research notes in order to get this nonsense read

      View article »
    • Tue Feb 12th 20:56 PM | Rating: 0 0
      Commented on:
      Could Modu Be the iPhone Killer?
      'Modularity' in most areas of Product Design overpromises and underdelivers and Modu is the perfect example, This product will fail outright let alone fulfil this self serving sensationalist headline.

      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.
      View article »
    • Thu Dec 20th 12:18 PM | Rating: 0 0
      Commented on:
      MacWorld Expo Boosts Apple Stock Price - Again
      great article, excellent question from krl what was the % drop/gain say 2 weeks after
      View article »
    • Mon Oct 8th 16:33 PM | Rating: 0 0
      Commented on:
      Newspapers' iPod Moment Has Arrived - Look Out Below
      You have missed the marketing relevence of the iphone, Appl more than anyone understands that they are marketing a multimedia handheld pc that also has phone functionality, that was clear from the key note
      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

      View article »
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