Seeking Alpha
  • Mr. Knowitall
    (AAPL) Mini, no retina display and Wi-Fi version $329?? = fail. Kindle Fire HD better deal.
    10/23/12
    Reply (20)
    • Dennis Baker: As huge an advantage Microsoft has with PCRFY.OB apps, Apple now holds nearly an equal advantage on the tablets. At $329 they will sell.
      10/23/12
    • PersonaNonGrata: And your kids will want one for Xmas, Luke.
      10/23/12
    • Mr. Knowitall: I'll buy them Kindle Fire HDs instead - it's just a better deal, especially with Whispercast http://bit.ly/RTcjs7
      10/23/12
    • Internal Source: Luke are you short AAPL, either with stock or through options? That's my question.
      10/23/12
    • Mr. Knowitall: No. I'm long NOK. I have been long AAPL in the past, the AAPL stock flop after the iP5 launch and now the Mini tells me AAPL has peaked.
      10/23/12
    • Dennis Baker: iPhone 5 flop? A flop involves phones on the shelf unsold, not many iPhone 5s gathering dust. Nokia knows a lot about flops.
      10/23/12
    • JagrSalute: Well that sure put Luke in his place, Dennis.
      10/23/12
    • Mr. Knowitall: Jagr, it would have put me "in my place" had Dennis answered what I said. Please read my comment. I said "stock flop", which it did.
      10/23/12
    • Dennis Baker: Fair enough. Though Nokia has Apple beat on stock flops too. The difference is Apple's stock comes back. Earnings is tomorrow.
      10/24/12
    • PersonaNonGrata: Whispercast on kid's tablets? That's really something you're going to take into consideration? Enterprise mngment of Nick Jr. Apps? ;-)
      10/24/12
    • Mr. Knowitall: Persona, check this out http://bit.ly/TaMmmn To me It's more about the ability to "push" content to all/some devices automatically
      10/24/12
    • Mr. Knowitall: Dennis, that's all well and good, but I was talking about Amazon here and not Nokia. Strike two!
      10/24/12
    • PersonaNonGrata: I don't disagree it's a savy move for AMZN, I was busting your chops that it was why you would get it for your kids.
      10/24/12
    • Mr. Knowitall: BTW PNG, I'm PO'ed with the changes to Nick Jr! They added stupid "Nick Mom's" at just about the time I want to watch with my little girl.
      10/24/12
    • Dialectical Materialist: Amazon is a train wreck. They are jeopardizing what should be a great company by running it on razor thin margins.
      10/24/12
    • Dialectical Materialist: They are selling loss leaders into a space everyone says has no moat (streaming). That was always the knock on NFLX. People said "no moat"
      10/24/12
    • Dialectical Materialist: So now AMZN is selling at a loss just to get in on this great business? It makes less than no sense.
      10/24/12
    • Mr. Knowitall: It's the Gillette business model http://bit.ly/UDLbT5
      10/24/12
    • Dialectical Materialist: Except they won't make any money on the razor blades either!
      10/24/12
    • Dennis Baker: Since you are (apparently) keeping score you brought NOK up, not me.
      10/24/12