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  • Apple's China Mobile Problem [View article]
    Surprise, Surprise. The deal is done, and 24 hours later Seeking Alpha has no story - can I assume the editors have not yet found a way to spin the Apple-China Mobile deal negatively? This will be my last post, and last look at the site, as I am deleting my bookmark.
    Dec 23 11:16 PM | 1 Like Like |Link to Comment
  • Apple's China Mobile Problem [View article]
    Gap? You mean the gap down over the past week due to the FUD spread that the China Mobile deal was not going to happen? The gap just CLOSED! and those who bought last week are the winners.
    Dec 23 11:45 AM | 2 Likes Like |Link to Comment
  • Apple's China Mobile Problem [View article]
    You state emphatically in virtual ink that "Apple announces that it's "still in talks" with China's largest carrier for a deal to sell subsidized iPhones"

    Unless you have seen a press release from Apple, such a statement can only be read as a gross overstatement, designed only to drop APPL enough for you and yours to cover their shorts.
    Dec 18 11:04 AM | 3 Likes Like |Link to Comment
  • Imminent China Mobile Deal Could Add $45 Billion To Apple's Value [View article]
    ballgeko: I had presumed that the current ~1billion shares were as big a count as practical. I believe it is close to the amount permitted in Apple's filings - but that can easily be changed. Now, I find out that JPMC has ~5 billion share out there, and BAC has 10 billion, both with considerably smaller market capital value.
    Go APPL split!
    Dec 13 09:06 AM | Likes Like |Link to Comment
  • Imminent China Mobile Deal Could Add $45 Billion To Apple's Value [View article]
    As noted, " it will be interesting to see if Apple sets an unlikely precedent by offering a concession either in subsidies or any other form"
    The iPhone is manufactured within the China borders. There may be many angles to play that card, including some sort of "accommodation" by Apple due to the reduced export & shipping costs.
    Dec 11 04:39 PM | Likes Like |Link to Comment
  • China Mobile Deal Will Be Big For Apple, But Not That Big [View article]
    China..... iPhones are MADE in CHINA. Apple can and will likely leverage that "local" effect to save everybody some $$$ and still have great margin. And Chinese will be buying a MADE in CHINA product, not one make in Korea.
    Dec 10 05:05 PM | 6 Likes Like |Link to Comment
  • There Won't Be An Apple TV [View article]
    My interpretation of an iTV would be a quality 4K-HD unit with integrated Apple-TV engine. The roll-out of 4K units will not proceed until customers are assured of its viability, both as a product that will not be deemed irrelevant in 14 months (i.e., must get ongoing updates as only Apple seems able to deliver) and a growing stream of 4K content.

    At present, even the 4K interface has not been formally standardized. For example, I made the mistake of investing in a 40" RCA direct view (tube) monster HDTV in the 1990's. I was not amused when the HDMI standard came along to replace Component Video for 1080i connectivity, and since my $$$$ unit did not have one, I could not run a BlueRay at anything other than 480i because of media protection.

    Planned obsolesce will not get me again. I await iTV.
    Dec 5 09:28 PM | Likes Like |Link to Comment
  • Apple Hedge Fund Expectations Boosted By Evidence Of China iPhone Distribution Deal [View article]
    Canigetanamenooneused is confused about PE. How about this: As of Dec 3rd, The average PE of the S&P 500 is 19.74 .
    Dec 4 08:28 AM | 1 Like Like |Link to Comment
  • Apple Hedge Fund Expectations Boosted By Evidence Of China iPhone Distribution Deal [View article]
    Can you say "Repeat Customer"? Yes, there will be a "saturation" effect, but phones do get recycled for the latest version. By the time 20% of Chinese wireless customers have an iPhone, the ones that buy this month will be trading up. iPhones customers have proven to be loyal.
    Dec 3 03:44 PM | 5 Likes Like |Link to Comment
  • Apple: Not Out Of The Woods Yet [View article]
    NIce to see you acknowledge the lead Apple has in actually selling and delivering a great Tablet experience. A report out today by retail analytics firm InfoScout ran with the headline "Roughly 40% of Black Friday iPads bought by Android users". So much for Android loyalty.
    InfoScout's "U.S.-based panel of Android & iOS users submitted over 90,000 shopping trip receipts" on Black Friday.
    Dec 2 04:54 PM | 4 Likes Like |Link to Comment
  • Apple Breaks Out [View article]
    NWCats404: I. too, would like to better understand the methodology of buyback timing. I recall in days past that companies could only buy on uptick, so they don't have the ability to throttle a down draft. Kinda like the old short sale rules; perhaps both are gone these days.

    For a few weeks I have been imagining that Apple is in big buy-back mode, and consciously extending the normal end-of-quarter news (hype?) blackout period of into the new quarter, all to keep the short term stock price low for their purchases.
    Nov 27 11:09 AM | Likes Like |Link to Comment
  • Memo To Apple: Prepare For Weak Holiday Sales [View article]
    Scrooge, indeed. Author Bofah has made no attempt to scope out the consumer market sentiment, while being hung up on the financial market sentiment.

    Meanwhile, Apple's stealth introduction of the new Retina iPad Mini marches on. According to Fisku's iDevices usage tracker, [ ], yesterday, after only 13 days of "stealth" availability, iPad Mini's usages share among all iPads exceeded the initial penetration of both the iPad4 and the original iPad Mini after that same 13 day launch window. OK, that 0.39% might not look like a big number (its 0.42% today, day 14), but that is against hundreds of millions of iPads out there.

    And the new iPad Air has already captured 2.5% usage share in Fisku's usage survey, which is FIVE times the adoption rate of the iPad4 at that point, a mere 25 days into the launch. Repeat: 2.5% of an enormous pool of users.

    As of yesterday, the two new iPhones - 5S and 5C - collectively surpassed a usage share of 10%. Again, one might read the 4:1 ratio of 5S to 5C as a negative, but 10% of all users in the Fiskar's survey are now on the 64-bit hardware. Repeat: looks like 10% of all Apple users are now on the new H/W. 25% might be achievable by New Years Day.
    Nov 26 11:00 AM | 2 Likes Like |Link to Comment
  • Android Gains Even More On iOS [View article]
    Beautiful analogy: "Apple represent a growing juggernaut of an iceberg. Android represent a large collection of smaller ice flows that the media insist on describing as a massive berg. "
    Nov 20 09:24 AM | Likes Like |Link to Comment
  • Android Gains Even More On iOS [View article]
    Excellent post by Jiaburg-Sydney-OZ (from down under?). Especially "Samsung-Tizen alliance challenging Google-Android will be interesting". If Samsung leaves the android camp, any remaining tolerance of the app writers will be tested. Talk of fragmented...
    Nov 20 09:19 AM | Likes Like |Link to Comment
  • The Rumored iPhablets Expected In 2014 Will Not Save Apple's Bacon [View article]
    kmw3865's claim that app makers will flock to market share. Not! that is an android-fanboy Falsehood. Not marketshare, but profit share. Android apps, because of fragmentation, require far more work by an developer. iOS attracts first-mover apps engineering; then they move on to craft an android product. Get real - how many owners of android-based USB-Stick media players are going to go onto Google Play and buy an app?

    App manufactures have and will continue to follow the $$$, not the "market share" based on shipped volumes.
    Nov 19 09:25 AM | 3 Likes Like |Link to Comment
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