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  • Report: Apple Watch 2 set to have FaceTime camera, iPhone-free data use [View news story]
    Opinions without to much base.I do recommend and know first hand, not rumour many personal friends and family that recommend it.

    I have been using an Apple Watch for five weeks and is an extraordinary product.

    Nothing new to hear people trashing products that have not see or try.
    Jun 19, 2015. 03:25 AM | 2 Likes Like |Link to Comment
  • How Apple Will Reduce Its Interest Expense By More Than 50% [View article]
    Brilliant cash management. Interest rates will eventually rise making borrowing now a great move.

    Good analysis, thank you Alex
    Jun 17, 2015. 12:02 PM | 6 Likes Like |Link to Comment
  • The Apple-Google Divorce [View article]
    Good comparison @Dana, only problem is the insist in a flaw idea of Android market share compared with Apple iPhone. With out the context market share is not relevant.

    On the other hand, Google record of failed products is long, including expensive acquisitions like Motorola. With all its efforts, Advertisement continues to be Google's bread and butter with competition from Facebook and others heating up.

    Privacy issues not only are making Google having to face the authorities in Europe, but users according the last surveys by Pew are increasingly worried about the use of their personal information for profit. Many, including me are sick and fed up with Apps with offensive ads linked with my searches. A growing number of people will never consider open their home or car to a company that its main business is to use the information gather by its software.

    Apple policy got it right defending privacy and make its Aps, including usage of Maps private.

    I see major problems for Goog, mainly a one show product until now.
    Jun 16, 2015. 10:44 AM | 14 Likes Like |Link to Comment
  • Google misses out on Apple's transaction fees [View news story]
    Google is an add based business. At the end all of its "free" goodies have the implici cost of lack of privacy and tons of unwelcome adds.
    Jun 7, 2015. 08:10 AM | 25 Likes Like |Link to Comment
  • Apple's Real Advantage From Owning The Hardware And Software [View article]
    Good article that help to remember what gives Apple its competitive edge.

    Google try it buying Motorola and loosing billions, Microsoft have try it with the Zune the iPod competitor and now with Nokia. Amazon with a resounding flop of the Fire phone, etc. In a worst situa are companies like Samsung that their hardware depend on software from Goggle.

    From its start Apple has been a hardware and a software company. That is a key difference with competitors.
    May 31, 2015. 05:39 PM | 8 Likes Like |Link to Comment
  • The Problem At Google Is Larry Page [View article]
    @Dana Good article showing Google and Android challenges to grow beyond cheap or free phones.

    Seems that nobody talks anymore about Google Glass. It seems fair to considered it an expensive flop.

    In past events, half cook products were announced with much fanfare. This time a tepid event with nothing new to show.

    Without ads, Google has virtually very little to offer.
    May 29, 2015. 09:50 AM | 8 Likes Like |Link to Comment
  • Are Analysts Getting Crazy About Amazon.com? [View article]
    Based on what kind of faith Garder make such a foolish comment??
    May 24, 2015. 11:20 AM | 1 Like Like |Link to Comment
  • Are Analysts Getting Crazy About Amazon.com? [View article]
    @Gary J please give me your reading list. If you are interest on Boubbles read below
    @DavDaddy Fraight trains also crash. Recommend to look at history and the quote below from last week NY Times "Overvalued in Silicon Valley, but Don’t Say ‘Tech Bubble"

    “It’s a complicated social phenomenon that gets people into trouble, just like smoking too much and drinking too much,” Mr. Shiller said.

    And no matter how hard people try to avoid them, bubbles happen again and again, from the Dutch tulip bubble of 1636, to the 1929 stock bubble that resulted in the Great Depression, to the housing bubble that buckled Wall Street in 2008." End of quote
    May 24, 2015. 04:39 AM | 1 Like Like |Link to Comment
  • Are Analysts Getting Crazy About Amazon.com? [View article]
    Bubbles are bubbles. No doubt Amazon valuation is irrational and unsustainable.

    Analyst have a record of pumping up overvalued stocks. The Hype of the 90's dot com fits what is happening with Amazon.

    Good PR and irrational cheerleaders can't defeat gravity.for long. Can take a year or 6 months.
    May 22, 2015. 02:26 PM | 8 Likes Like |Link to Comment
  • Apple buys high-precision GPS service firm Coherent Navigation [View news story]
    Again Apole target small and high end tech companies. This latest shopping list as clients Iridium which pioneered the "Global Phone" and Boing.

    Sound better that easy to replicate, over priced social gaming and media companies that Amazon and others are paying.
    May 18, 2015. 03:33 AM | 3 Likes Like |Link to Comment
  • Apple: Sharp's Problems Present An Opportunity, Not A Threat [View article]
    Thank you Mark. Good reply to an empty article.Unfortunately, Dana is following a trend established by Michael Blair and recently Pablo Santos, looking at attention and not serious analysis.

    Negativity on Apple products brings traffic. Here s a quote by Horace Dediu a rigorous analyst that can explain or colleagues bias: " Searching for "iPhone killer" returns millions of hits. It's hard to remember any phone/product/service/... which was not at some point considered an iPhone killer. A sampling is offered here. In reality, the killers seem to have all faded away while the iPhone continues. Link:http://bit.ly/1e1zd1I

    I stopped reading Dana's articles on Apple since they are predictable and superficial.
    May 16, 2015. 12:57 PM | 1 Like Like |Link to Comment
  • Apple's 2 Biggest 'Problems' Are Red Herrings [View article]
    I own an iWatch and using it is now part of my routine. It is an incredible devise that complement and in cases supplants the iPhone, which can rest in my pocket using less battery.

    It has not hit important markets in Asia and Europe.

    No real complaints or criticism, even from dishonest reviewers. Remember the "Bendgate" of the iPhone 6
    May 15, 2015. 01:26 PM | 2 Likes Like |Link to Comment
  • Cook Eyes China Apple Pay, Xiaomi Goes Further Offline [View article]
    Samsung should be worry to see Xaomi moves which have affected its Sales in China with a less than perfect Galexy launch.

    Apple plays in another league. Kia also has tried to imitate Mercedes but a Kia is a Kia.
    May 13, 2015. 02:04 PM | 6 Likes Like |Link to Comment
  • Here's Why Apple Is Weak Since Earnings [View article]
    Looking at the enormous list of colleagues commenting Paulo' article, including myself show the incredible positive appeal of Apple, based on its incredible record of innovation (incremental is also innovation)

    Here is an interesting analysis of the traffic drawn by the headline "iPhone Killer." This can be applied to anything negative on Apple, including Pablo's note.

    Link: http://bit.ly/1e1zd1I
    May 13, 2015. 11:43 AM | 3 Likes Like |Link to Comment
  • Here's Why Apple Is Weak Since Earnings [View article]
    Paulo. Clearly you are a marginal or temporary user of Apple products, like many.

    Brand loyalty based on performance, quality and status is no easy to measure but Apple has won many years the most valuable and favorite brand. Even on the brink of collapse, two sophisticated investors, (Carlos Slim and Prince Walid?) investid in Apple before SJobs was Backus. Theory rea son, the Brand

    Manu like me blindly buy their next product, even without looking at it or tested. More than one million bought an iWatch and many moré are waiting, even with some negative press about the uselessness.

    In Asia, apple is like Porsche has status. Samsung is cheap, even with billions in PR.

    I follow your notes, but with Apple I see stale lineal analysis that follow a pack that look for headlines and heated debate. I hope you don't play in that field.
    May 12, 2015. 11:03 AM | 2 Likes Like |Link to Comment
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