peter02l's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/11315/comments http://seekingalpha.com/article/175166-apple-s-at-t-deal-setting-the-record-straight?source=feed#comment-777992 777992

On Nov 24 05:26 PM RLLH wrote:

> I'm not sure I follow your comment that the subsidy won't drop with
> multiple carriers. Isn't it worth more to have a monopoly on a product
> that being one of several carriers?]]> Wed, 25 Nov 2009 21:47:02 -0500

On Nov 24 05:26 PM RLLH wrote:

> I'm not sure I follow your comment that the subsidy won't drop with
> multiple carriers. Isn't it worth more to have a monopoly on a product
> that being one of several carriers?]]> http://seekingalpha.com/article/172010-how-apple-and-iphone-blew-it-in-china?source=feed#comment-753005 753005
"Many buy different SIM cards for different cities, to reduce their roaming fees when they travel. Even wealthier consumers do this, because they've gotten used to switching SIM cards when traveling to Hong Kong, where different carriers control the market."

Amazing! they have number portability across different SIM cards!

As for your third point, what do you suggest, that Apple go back in time and launch the phone simultaneously? I recall there was an issue with more than one release of long lines and product shortages on launch. Further are you suggesting Apple risk release their first product in a new category globally? What if something went wrong?]]> Mon, 09 Nov 2009 17:33:21 -0500
"Many buy different SIM cards for different cities, to reduce their roaming fees when they travel. Even wealthier consumers do this, because they've gotten used to switching SIM cards when traveling to Hong Kong, where different carriers control the market."

Amazing! they have number portability across different SIM cards!

As for your third point, what do you suggest, that Apple go back in time and launch the phone simultaneously? I recall there was an issue with more than one release of long lines and product shortages on launch. Further are you suggesting Apple risk release their first product in a new category globally? What if something went wrong?]]> http://seekingalpha.com/article/170801-apples-to-apples-will-history-repeat-itself-as-android-gains-on-the-iphone?source=feed#comment-742417 742417
Your account of the rise of MSDOS is a bit off. Apple did not have anything like a virtual monopoly. They never had a 90% market share, not even 50%.

Why should we substitute MSDOS with Andriod? Why not with Windows Mobile, or even better, with Symbian? Both are available on smartphones from multiple manufacturers, and both are losing market share. Furthermore, Symbian is now open source and free just like Android. So availability on phones from many manufacturers is not necessarily a recipe for success. Not to mention that both of these existed way before the iPhone. In fact, the only smartphone manufacturer that has been able to hold it's market share even after the release of the iPhone is Research in Motion, which like Apple makes the hardware and the software. So this business model in smartphones seems to be superior.

As for the rubbish camera! You probably have not used the iPhone. It's camera produces superior quality pictures to many smartphone cameras with higher megapixel specs.

If there were a company that is a marketing company first and a technology company second, I don't know how Microsoft slipped your mind. The amount of press they buy, the pre-announcements of upcoming technologies, and the money they spend is notorious. Apple's marketing budget for a company it's size is not anything to brag about. If you mean they know how to successfully spend that money, I agree you are right. But Apple is a technology company first. Their software, hardware, and industrial design are arguably ahead of competitors in using technology to provide solutions that work better and are enjoyable to use.

The iPhone, just as with Andriod based phones is available from multiple carriers in many countries. And those who have not signed any distribution contracts are very eager to do so. So there is no barrier there.

It is amusing that you finally say:

"In terms of range of products they have left every other platform behind. However the business model employed here is easily copied."

This business model is one that ties the software, ecosystem and the hardware to the same company. The only way Google can copy this is to make their own smartphone. I am sure you have heard the rumors, but I don't think there is a chance of that happening.

As for developing for several devices simultaneously, it is not as easy as you think. It's very expensive and code maintenance is a challenge. If it were easy, developers would not have abandoned the Macintosh in the 90s. Most developers find it more cost effective to limit their efforts to the dominant platform. That is the relevant lesson from the MSDOS days. ]]> Tue, 03 Nov 2009 11:28:44 -0500
Your account of the rise of MSDOS is a bit off. Apple did not have anything like a virtual monopoly. They never had a 90% market share, not even 50%.

Why should we substitute MSDOS with Andriod? Why not with Windows Mobile, or even better, with Symbian? Both are available on smartphones from multiple manufacturers, and both are losing market share. Furthermore, Symbian is now open source and free just like Android. So availability on phones from many manufacturers is not necessarily a recipe for success. Not to mention that both of these existed way before the iPhone. In fact, the only smartphone manufacturer that has been able to hold it's market share even after the release of the iPhone is Research in Motion, which like Apple makes the hardware and the software. So this business model in smartphones seems to be superior.

As for the rubbish camera! You probably have not used the iPhone. It's camera produces superior quality pictures to many smartphone cameras with higher megapixel specs.

If there were a company that is a marketing company first and a technology company second, I don't know how Microsoft slipped your mind. The amount of press they buy, the pre-announcements of upcoming technologies, and the money they spend is notorious. Apple's marketing budget for a company it's size is not anything to brag about. If you mean they know how to successfully spend that money, I agree you are right. But Apple is a technology company first. Their software, hardware, and industrial design are arguably ahead of competitors in using technology to provide solutions that work better and are enjoyable to use.

The iPhone, just as with Andriod based phones is available from multiple carriers in many countries. And those who have not signed any distribution contracts are very eager to do so. So there is no barrier there.

It is amusing that you finally say:

"In terms of range of products they have left every other platform behind. However the business model employed here is easily copied."

This business model is one that ties the software, ecosystem and the hardware to the same company. The only way Google can copy this is to make their own smartphone. I am sure you have heard the rumors, but I don't think there is a chance of that happening.

As for developing for several devices simultaneously, it is not as easy as you think. It's very expensive and code maintenance is a challenge. If it were easy, developers would not have abandoned the Macintosh in the 90s. Most developers find it more cost effective to limit their efforts to the dominant platform. That is the relevant lesson from the MSDOS days. ]]> http://seekingalpha.com/article/169819-google-should-make-apple-beg-for-maps-navigation?source=feed#comment-735603 735603

www.appleinsider.com/a...

So much for begging!]]> Thu, 29 Oct 2009 11:51:35 -0400

www.appleinsider.com/a...

So much for begging!]]> http://seekingalpha.com/article/169819-google-should-make-apple-beg-for-maps-navigation?source=feed#comment-735545 735545
So it is just fiction that Garmin and TomTom are reporting lower earnings?

"Navigation apps are a key category for mobile phones, and the iPhone is for once at a disadvantage here."

So Symbian and Windows Mobile based phones are in no disadvantage because they have this category well covered?

"Other than the browser, Apple has little else to call its own other than the core phone, contacts and calendar features."

Are you being purposely disingenuous? What about iTunes, iPod? The iPhone]]> Thu, 29 Oct 2009 11:22:02 -0400
So it is just fiction that Garmin and TomTom are reporting lower earnings?

"Navigation apps are a key category for mobile phones, and the iPhone is for once at a disadvantage here."

So Symbian and Windows Mobile based phones are in no disadvantage because they have this category well covered?

"Other than the browser, Apple has little else to call its own other than the core phone, contacts and calendar features."

Are you being purposely disingenuous? What about iTunes, iPod? The iPhone]]> http://seekingalpha.com/article/165620-why-isn-t-at-t-using-cash-to-build-out-lte?source=feed#comment-712099 712099

On Oct 08 06:50 PM RLLH wrote:

> The obvious solution is to charge based on data usage. Imagine if
> customers paid a flat rate for electricity. Want to imagine what
> the effect would be on tghe size of system needed?]]> Sat, 10 Oct 2009 21:20:01 -0400

On Oct 08 06:50 PM RLLH wrote:

> The obvious solution is to charge based on data usage. Imagine if
> customers paid a flat rate for electricity. Want to imagine what
> the effect would be on tghe size of system needed?]]> http://seekingalpha.com/article/164452-recession-is-over-depression-has-just-begun?source=feed#comment-704181 704181
You provide the reason for that yourself: "the effect of their doing that would be instant double-digit inflation" which will destroy the value of the debt they already hold.


On Oct 02 04:46 AM Roger Knights wrote:

> "Deficit spending on this scale is politically unacceptable and will
> come to an end as soon as the economy shows any signs of life (say
> 2 to 3% growth for one year)."
>
> But won't QE end sooner, in six months? And what if China and/or
> Japan stop buying our Treasuries before our economy grows for a year,
> because they don't like our deficit spending, or because they are
> no longer able to afford to do so? Julian Robertson said a few days
> ago that the effect of their doing that would be instant double-digit
> inflation. (Something's got to give somewhere, because it's all connected.
> If stress is relieved at one point in the system, it is transfered
> to another.)
>
> So we may not have the ability to to prop up asset prices for more
> than more three months--or six at the most. After that, le déluge.
> Someone's got to take the "hit" for all the debt and absorb the losses.
> Going forward, I think it will be stockholders, then bondholders,
> then land-owners.
>
> Speaking of le déluge, the first raindrops are falling already. I
> think they'll fall even harder today (Friday).]]> Mon, 05 Oct 2009 17:20:02 -0400
You provide the reason for that yourself: "the effect of their doing that would be instant double-digit inflation" which will destroy the value of the debt they already hold.


On Oct 02 04:46 AM Roger Knights wrote:

> "Deficit spending on this scale is politically unacceptable and will
> come to an end as soon as the economy shows any signs of life (say
> 2 to 3% growth for one year)."
>
> But won't QE end sooner, in six months? And what if China and/or
> Japan stop buying our Treasuries before our economy grows for a year,
> because they don't like our deficit spending, or because they are
> no longer able to afford to do so? Julian Robertson said a few days
> ago that the effect of their doing that would be instant double-digit
> inflation. (Something's got to give somewhere, because it's all connected.
> If stress is relieved at one point in the system, it is transfered
> to another.)
>
> So we may not have the ability to to prop up asset prices for more
> than more three months--or six at the most. After that, le déluge.
> Someone's got to take the "hit" for all the debt and absorb the losses.
> Going forward, I think it will be stockholders, then bondholders,
> then land-owners.
>
> Speaking of le déluge, the first raindrops are falling already. I
> think they'll fall even harder today (Friday).]]> http://seekingalpha.com/article/160811-apple-musings-disappointing-disappointment?source=feed#comment-676621 676621
And it really shows!]]> Mon, 14 Sep 2009 18:25:00 -0400
And it really shows!]]> http://seekingalpha.com/article/160946-why-i-prefer-mcdonald-s-over-apple?source=feed#comment-674047 674047
Does any of you eat at MacDonald's?]]> Sun, 13 Sep 2009 00:32:02 -0400
Does any of you eat at MacDonald's?]]> http://seekingalpha.com/article/160760-getting-apple-s-new-products-right-and-wrong?source=feed#comment-674045 674045

On Sep 11 12:57 PM Peter Medved wrote:

> iPhone 30 million sold.
> Is always the same story, fudged numbers & no transparency on
> revenue share data etc. The company is run with little regard for
> shareholders & the analysts come up with increasingly more wild
> predictions as a result.
> This figure shows (imo) that iPhone sales are slowing in this quarter.
> I don't short stocks, but if I did, I think AAPL would be one for
> emd of this month.]]> Sun, 13 Sep 2009 00:28:06 -0400

On Sep 11 12:57 PM Peter Medved wrote:

> iPhone 30 million sold.
> Is always the same story, fudged numbers & no transparency on
> revenue share data etc. The company is run with little regard for
> shareholders & the analysts come up with increasingly more wild
> predictions as a result.
> This figure shows (imo) that iPhone sales are slowing in this quarter.
> I don't short stocks, but if I did, I think AAPL would be one for
> emd of this month.]]> http://seekingalpha.com/article/160760-getting-apple-s-new-products-right-and-wrong?source=feed#comment-674043 674043
I too refuse to buy products that I anticipated but are still not released. In fact, I refuse to buy unreleased products, period.]]> Sun, 13 Sep 2009 00:25:43 -0400
I too refuse to buy products that I anticipated but are still not released. In fact, I refuse to buy unreleased products, period.]]> http://seekingalpha.com/instablog/212702-h-j-huneycutt/27065-is-buying-apple-today-like-buying-microsoft-in-1998?source=feed#comment-674040 674040
The most pertinent question? You mean along with "is buying Apple today like buying Microsoft in 1998?"

Here is your answer in the form of yet another question:

Was Microsoft a fad in 1998?]]> Sun, 13 Sep 2009 00:19:17 -0400
The most pertinent question? You mean along with "is buying Apple today like buying Microsoft in 1998?"

Here is your answer in the form of yet another question:

Was Microsoft a fad in 1998?]]> http://seekingalpha.com/article/155844-the-case-for-shorting-apple?source=feed#comment-628508 628508

On Aug 13 07:55 AM Timeline Strategy Consulting wrote:

> So Google is going to get ahead by.....giving away free stuff. And
> Apple's going to fall by....the author doesn't say why.
>
> Then he uses technical analysis to confound the discussion. Technical
> analysis which shows, by the way, that AAPL's share price behavior
> in April and May could have been called a reversal at the time, had
> it not continued to rise.
>
> Pretty flimsy case, I would say. Please compare Apple's non-GAAP
> earnings and free cash flow to Google. Then see which stock is undervalued.]]> Thu, 13 Aug 2009 13:34:33 -0400

On Aug 13 07:55 AM Timeline Strategy Consulting wrote:

> So Google is going to get ahead by.....giving away free stuff. And
> Apple's going to fall by....the author doesn't say why.
>
> Then he uses technical analysis to confound the discussion. Technical
> analysis which shows, by the way, that AAPL's share price behavior
> in April and May could have been called a reversal at the time, had
> it not continued to rise.
>
> Pretty flimsy case, I would say. Please compare Apple's non-GAAP
> earnings and free cash flow to Google. Then see which stock is undervalued.]]> http://seekingalpha.com/article/155946-microsoft-whistling-in-the-dark?source=feed#comment-628223 628223
A great way to put it.]]> Thu, 13 Aug 2009 11:03:51 -0400
A great way to put it.]]> http://seekingalpha.com/article/155511-back-to-school-on-the-cheap-another-round-of-mac-vs-pc?source=feed#comment-625599 625599
They believe in high volume, very high prices. Why is Microsoft WIndows OS so much more expensive?]]> Tue, 11 Aug 2009 17:42:12 -0400
They believe in high volume, very high prices. Why is Microsoft WIndows OS so much more expensive?]]> http://seekingalpha.com/article/155511-back-to-school-on-the-cheap-another-round-of-mac-vs-pc?source=feed#comment-625570 625570
You just said it's free!]]> Tue, 11 Aug 2009 17:15:34 -0400
You just said it's free!]]> http://seekingalpha.com/article/155015-blackberrys-26-advantages-over-iphone?source=feed#comment-625420 625420 > (over 475 of them). In the US, the iPhone is available on AT&T (T)
> only."

How many carriers offer Backberry Storm 9530 in the US?
How about Backberry Tour 9630?
How about Backberry Curve 8330?
How about Backberry Curve 8320?
Or Backberry Curve Sunset?

Thanks for offering a better perspective in comparing carriers offering a Blackberry phone in the world ((over 475 of them) to ones offering iPhone in the US only. Keep up the good work.]]> Tue, 11 Aug 2009 15:07:55 -0400 > (over 475 of them). In the US, the iPhone is available on AT&T (T)
> only."

How many carriers offer Backberry Storm 9530 in the US?
How about Backberry Tour 9630?
How about Backberry Curve 8330?
How about Backberry Curve 8320?
Or Backberry Curve Sunset?

Thanks for offering a better perspective in comparing carriers offering a Blackberry phone in the world ((over 475 of them) to ones offering iPhone in the US only. Keep up the good work.]]> http://seekingalpha.com/article/155015-blackberrys-26-advantages-over-iphone?source=feed#comment-625225 625225

On Aug 10 12:10 PM Anton Wahlman wrote:

> At a minimum, it happens by using a program called iskoot.com.
>
>
> On Aug 10 12:05 PM Indy wrote:]]> Tue, 11 Aug 2009 13:30:53 -0400

On Aug 10 12:10 PM Anton Wahlman wrote:

> At a minimum, it happens by using a program called iskoot.com.
>
>
> On Aug 10 12:05 PM Indy wrote:]]> http://seekingalpha.com/article/155090-quitting-the-iphone-moving-on-to-google-voice?source=feed#comment-625169 625169
Did T-Mobile offer you the phone service free to test as well?

I got a little confused about this:
"Now I’m a happy Google Voice customer."
and this:
"Want to port your mobile number to Google Voice and do what I’ve done? You can’t just yet, but porting will be released later this year publicly."

What sort of a customer are you that you can get a service unavailable to anyone else?]]> Tue, 11 Aug 2009 13:12:24 -0400
Did T-Mobile offer you the phone service free to test as well?

I got a little confused about this:
"Now I’m a happy Google Voice customer."
and this:
"Want to port your mobile number to Google Voice and do what I’ve done? You can’t just yet, but porting will be released later this year publicly."

What sort of a customer are you that you can get a service unavailable to anyone else?]]> http://seekingalpha.com/article/153174-should-the-fcc-force-apple-to-stock-competitive-products-in-its-own-store?source=feed#comment-612373 612373
This is the core of the issue? Will Apple be investigated next for what products it allows to be sold at its physical Apple Stores? Does the government have the right to enquire why a certain peripheral maker's product is not sold there? ]]> Mon, 03 Aug 2009 01:55:34 -0400
This is the core of the issue? Will Apple be investigated next for what products it allows to be sold at its physical Apple Stores? Does the government have the right to enquire why a certain peripheral maker's product is not sold there? ]]> http://seekingalpha.com/article/153125-fcc-s-sternly-worded-letter-to-apple?source=feed#comment-612364 612364
Are you kidding? There are 65,000 apps out there. God knows how many were rejected and why. Does FCC think Apple has noting else to do than to make give an account of all rejected apps and specific reasons?

Why don't they investigate why netbook manufacturers that were about to unveil new Linux based netbooks all a of a sudden dropped their products and moved to embrace Windows?]]> Mon, 03 Aug 2009 01:33:09 -0400
Are you kidding? There are 65,000 apps out there. God knows how many were rejected and why. Does FCC think Apple has noting else to do than to make give an account of all rejected apps and specific reasons?

Why don't they investigate why netbook manufacturers that were about to unveil new Linux based netbooks all a of a sudden dropped their products and moved to embrace Windows?]]> http://seekingalpha.com/article/152813-i-quit-the-iphone?source=feed#comment-610524 610524 Sat, 01 Aug 2009 03:01:10 -0400 http://seekingalpha.com/article/149311-palm-who-needs-itunes-how-about-palmtunes?source=feed#comment-592095 592095
Palm can put a PC together for under $400 and start their own iTunes store! I am sure Microsoft would not mind to put up the money if Jon Rubenstein agreed to star in a "laptop hunter" ad.

Sometimes you have to think out of the box like the headline suggests: "Who Needs iTunes? How About PalmTunes!"]]> Fri, 17 Jul 2009 12:37:07 -0400
Palm can put a PC together for under $400 and start their own iTunes store! I am sure Microsoft would not mind to put up the money if Jon Rubenstein agreed to star in a "laptop hunter" ad.

Sometimes you have to think out of the box like the headline suggests: "Who Needs iTunes? How About PalmTunes!"]]> http://seekingalpha.com/article/147873-apple-great-products-great-investment?source=feed#comment-581730 581730
What do you expect? You want Apple to Hand over blueprints for future products to the competition?

You want visibility, go invest in Microsoft. I am sure with all the stuff they announce (that never materialize) or products that they promote (Zune, Surface, Bing) you can be sure there are no surprises left for the investor.]]> Fri, 10 Jul 2009 01:54:28 -0400
What do you expect? You want Apple to Hand over blueprints for future products to the competition?

You want visibility, go invest in Microsoft. I am sure with all the stuff they announce (that never materialize) or products that they promote (Zune, Surface, Bing) you can be sure there are no surprises left for the investor.]]> http://seekingalpha.com/article/147873-apple-great-products-great-investment?source=feed#comment-581725 581725
What a bunch of crap. Have you heard of Microsoft Word, Microsoft Excel, Adobe Illustrator, ...?]]> Fri, 10 Jul 2009 01:45:54 -0400
What a bunch of crap. Have you heard of Microsoft Word, Microsoft Excel, Adobe Illustrator, ...?]]> http://seekingalpha.com/article/147662-palm-pre-iphone-3gs-snag-sales-from-rim?source=feed#comment-579366 579366 Wed, 08 Jul 2009 15:45:49 -0400 http://seekingalpha.com/article/147496-is-the-deal-between-apple-and-at-t-anti-competitive?source=feed#comment-578438 578438
And what if you believed it to be $1?

"I've been a T-Mobile (DT) customer for over ten years and I never sign a plan with them. I buy my Blackberries (RIMM) at full retail value and never get the subsidy."

For real? You could have saved at least $1000 by your estimate with no skin off your back. But that's because you believe something else - no obligations right?

"... there is a small (and growing) market of people like me who will pay a premium for an unlocked phone."

It must be the start of an epidemic.

"And the government should let that market grow and flourish."

Yes of course, by forcing companies to make products that support every available technology.

"Just like it is the law of the land that phone numbers are portable from carrier to carrier, it should be the law of the land that phones should be portable from carrier to carrier. Anything else is anti-competitive."

Never mind that a phone number has no physical attributes. How about requiring McDonalds to sell In-N-Out burgers? Sometimes you have to drive too long to find one.

Ok, free time is up, everyone get back to your room. ]]> Wed, 08 Jul 2009 06:34:41 -0400
And what if you believed it to be $1?

"I've been a T-Mobile (DT) customer for over ten years and I never sign a plan with them. I buy my Blackberries (RIMM) at full retail value and never get the subsidy."

For real? You could have saved at least $1000 by your estimate with no skin off your back. But that's because you believe something else - no obligations right?

"... there is a small (and growing) market of people like me who will pay a premium for an unlocked phone."

It must be the start of an epidemic.

"And the government should let that market grow and flourish."

Yes of course, by forcing companies to make products that support every available technology.

"Just like it is the law of the land that phone numbers are portable from carrier to carrier, it should be the law of the land that phones should be portable from carrier to carrier. Anything else is anti-competitive."

Never mind that a phone number has no physical attributes. How about requiring McDonalds to sell In-N-Out burgers? Sometimes you have to drive too long to find one.

Ok, free time is up, everyone get back to your room. ]]> http://seekingalpha.com/article/147462-10-reasons-not-to-buy-apple?source=feed#comment-578361 578361

On Jul 08 02:21 AM Paul H. M. wrote:

> "Don't you dare mention that anybody has a chance against them!"

Pray tell, who and how?

> "Don't you even THINK that at this price, it might be better to wait!
> Even when the market retreats, this stock will shoot up like a rocket!
> "If you're not long on AAPL 100 percent of the time, you're an idiot!"

No one here is claiming you should be be long anything 100% of the time, or when the stock will shoot up or that you should jump in and put all your money into AAPL.

> Jesus, guys. The IPhone is pretty cool, but why not just address
> his points without all the hate?

There is no mention of hate either, just incompetence.

> Seriously guys, its dangerous to fall in love with your stock.
> That's how you end up holding at $200, and riding it down to $80.
> Only a company with major threats would rise and fall so easily.
> That much is obvious.

No dear boy. In case you were born yesterday, let me inform you that in addition to investors we have speculators, manipulators, people who need to raise cash to cover other losses, etc. Do you blame the quality of a house when its price doubles and then halves in a matter of a few years? Was there something wrong with the oil that was pumped out of the ground last year that we saw prices go to $140 and then back down to $60?

This Hao Jin fellow comes up with 10 reasons to claim Apple is a bad investment. Not one of them has to do with its valuation or the company's financial condition. He doesn't even suggest that the tanking economy will hurt any other company than Apple. Palm, Nokia, etc. are supposedly in a position to offer stiffer competition in this economy. Microsoft, with it's "90%" OS share is not cited as bad investment because of a "saturated" OS market. Why does he bring up Sony's walkman in the fifth "reason"? Is he suggesting that the 385 million is a ceiling for number of music players a company can hope to sell?

On top of that most of his numbers and claims are factually incorrect. Apple's iTunes store passed Walmart to become the top music seller in April of 2008. Ho says it's third behind Best Buy!

I suppose someone who writes stuff on a financial web site should be aiming to inform people. In this case, the readers are informing this guy how wrong his information is. And it's not just one or two or five errors - it's just about everything he says. That, is embarrassing. ]]> Wed, 08 Jul 2009 03:12:15 -0400

On Jul 08 02:21 AM Paul H. M. wrote:

> "Don't you dare mention that anybody has a chance against them!"

Pray tell, who and how?

> "Don't you even THINK that at this price, it might be better to wait!
> Even when the market retreats, this stock will shoot up like a rocket!
> "If you're not long on AAPL 100 percent of the time, you're an idiot!"

No one here is claiming you should be be long anything 100% of the time, or when the stock will shoot up or that you should jump in and put all your money into AAPL.

> Jesus, guys. The IPhone is pretty cool, but why not just address
> his points without all the hate?

There is no mention of hate either, just incompetence.

> Seriously guys, its dangerous to fall in love with your stock.
> That's how you end up holding at $200, and riding it down to $80.
> Only a company with major threats would rise and fall so easily.
> That much is obvious.

No dear boy. In case you were born yesterday, let me inform you that in addition to investors we have speculators, manipulators, people who need to raise cash to cover other losses, etc. Do you blame the quality of a house when its price doubles and then halves in a matter of a few years? Was there something wrong with the oil that was pumped out of the ground last year that we saw prices go to $140 and then back down to $60?

This Hao Jin fellow comes up with 10 reasons to claim Apple is a bad investment. Not one of them has to do with its valuation or the company's financial condition. He doesn't even suggest that the tanking economy will hurt any other company than Apple. Palm, Nokia, etc. are supposedly in a position to offer stiffer competition in this economy. Microsoft, with it's "90%" OS share is not cited as bad investment because of a "saturated" OS market. Why does he bring up Sony's walkman in the fifth "reason"? Is he suggesting that the 385 million is a ceiling for number of music players a company can hope to sell?

On top of that most of his numbers and claims are factually incorrect. Apple's iTunes store passed Walmart to become the top music seller in April of 2008. Ho says it's third behind Best Buy!

I suppose someone who writes stuff on a financial web site should be aiming to inform people. In this case, the readers are informing this guy how wrong his information is. And it's not just one or two or five errors - it's just about everything he says. That, is embarrassing. ]]> http://seekingalpha.com/article/147462-10-reasons-not-to-buy-apple?source=feed#comment-578224 578224
Selling to the consumer market is a risk? Sorry, but the corporate market is where most of the trouble is. Even Microsoft is laying people off. If you need further proof, look at the Dell results.

It is shamfully embarrasing to suggest Apple makes less than $30 on iPhones.

Are you suggesting Apple is planning new "substantial fixed investment in equipment, lease improvements and inventory controls in all its 250+ store?

Nokia and Palm have been losing market share in the smartphone category ever since the iPhone came out. Palm may not even be around a year from now, with its negative equity, heavy debt, and the rate it's burning through cash. RIMM's 2 for 1 sale is over. They will start losing market share this year. Some competition!

The most ridiculous statement is number 4. That statistic hasn't changed from last year, or are you suggesting 90% of people have smart phones? Do you actually believe that people who buy cell phones these days never owned one before?

Regarding Steve's health and SEC investigations: give it a rest, that horse is dead.
Can you say with a straight face that you expect all phone manufacturers to offer phones which will be a central controls for home entertainment systems, and Apple for some reason will miss the boat? Never mind that there is a remote app for Apple TV. ]]> Tue, 07 Jul 2009 22:36:31 -0400
Selling to the consumer market is a risk? Sorry, but the corporate market is where most of the trouble is. Even Microsoft is laying people off. If you need further proof, look at the Dell results.

It is shamfully embarrasing to suggest Apple makes less than $30 on iPhones.

Are you suggesting Apple is planning new "substantial fixed investment in equipment, lease improvements and inventory controls in all its 250+ store?

Nokia and Palm have been losing market share in the smartphone category ever since the iPhone came out. Palm may not even be around a year from now, with its negative equity, heavy debt, and the rate it's burning through cash. RIMM's 2 for 1 sale is over. They will start losing market share this year. Some competition!

The most ridiculous statement is number 4. That statistic hasn't changed from last year, or are you suggesting 90% of people have smart phones? Do you actually believe that people who buy cell phones these days never owned one before?

Regarding Steve's health and SEC investigations: give it a rest, that horse is dead.
Can you say with a straight face that you expect all phone manufacturers to offer phones which will be a central controls for home entertainment systems, and Apple for some reason will miss the boat? Never mind that there is a remote app for Apple TV. ]]> http://seekingalpha.com/article/146591-palm-ready-to-break-out?source=feed#comment-572194 572194

On Jul 02 03:43 PM Techno-Iconoclast wrote:

> Wow there's a lot of revisionist history going on here with the iFanatics.
> Do none of you remember when the iPhone launched? Did it have 3G?
> No. Did it have MMS or tethering? No. Did it have an App Store
> at all or 3rd party applications? No. Did it have initial QC and
> supply problems? Yes. Does the latest model still have QC problems?
> Yes, just google for "overheating 3gs".
>
> Does Palm still have a long way to go? Sure they do. Will they
> be plagued by the same problems as in the past? Probably not, because
> two of the guys that did the real work to turn Apple around are now
> at the helm at Palm. These guys know how to deliver products and
> how to run an organization that designs and builds groundbreaking
> products.
>
> Is Palm going to 'break out'? They have a decent chance if they
> can capitalize on this momentum over the next two years just like
> Apple did over the last 3 years. The smartphone market is only growing.
> To say that Palm and RIMM aren't going to be stealing overall share
> from Motorola, Nokia and Sony/Ericsson is just naive. The big three
> in smartphones will most likely be Apple, Palm and RIMM in two years
> unless someone drops the ball.]]> Thu, 02 Jul 2009 17:23:02 -0400

On Jul 02 03:43 PM Techno-Iconoclast wrote:

> Wow there's a lot of revisionist history going on here with the iFanatics.
> Do none of you remember when the iPhone launched? Did it have 3G?
> No. Did it have MMS or tethering? No. Did it have an App Store
> at all or 3rd party applications? No. Did it have initial QC and
> supply problems? Yes. Does the latest model still have QC problems?
> Yes, just google for "overheating 3gs".
>
> Does Palm still have a long way to go? Sure they do. Will they
> be plagued by the same problems as in the past? Probably not, because
> two of the guys that did the real work to turn Apple around are now
> at the helm at Palm. These guys know how to deliver products and
> how to run an organization that designs and builds groundbreaking
> products.
>
> Is Palm going to 'break out'? They have a decent chance if they
> can capitalize on this momentum over the next two years just like
> Apple did over the last 3 years. The smartphone market is only growing.
> To say that Palm and RIMM aren't going to be stealing overall share
> from Motorola, Nokia and Sony/Ericsson is just naive. The big three
> in smartphones will most likely be Apple, Palm and RIMM in two years
> unless someone drops the ball.]]>