peter02l

10 Reasons Not to Buy Apple

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.

10 Reasons Not to Buy Apple

If anything, the iPod could be argued to cannibalize the iPhone, given iPod touch does everything except the phone part.

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.

The $99 iPhone Is James Bond, The Others Are Joe Schmoe

Don't waste your breath talking to a Motorola i365.


On Jun 29 04:26 PM EJL wrote:

> You have been pumping the Pre well before it was released. Your
> analysis of the plans is accurate, but I can't get on board with
> the notion that the Pre is a better device than the 3G iPhone. I
> had one for a few weeks to test it out and my feeling is that it
> is neither beats out iPhone for a gooey UI and media/web nor does
> it beat out the Blackberry for messaging/core communication. I feel
> like it's stuck in between. The screen on the Pre is a little too
> small and the keyboard is usable at best (if you don't accidentally
> cut yourself on the sharp edge). I honestly felt like it's iPhone
> junior as it basically copies iPhone with the web browser and gestures.
> The finger gestures were usually accurate, but iPhone still has best
> in class touch. Your myth about the iPhone not multitasking is a
> joke. Of course it does, Apple just chooses to control it in the
> name of a great user experience. This will not end up being a persistent
> competitive advantage, especially in light of Sprint/Palm's marketing
> of this feature so heavily.
>
> What is most striking to me is that the feedback I am seeing on the
> 3G and 3GS is that the new software makes the device faster and improves
> usability and the new hardware really makes a difference in speed.
> While I don't agree with your analysis, the good news is that a rising
> tide lifts all boats and Palm will do fine as more users gravitate
> to smarter devices.

The $99 iPhone Is James Bond, The Others Are Joe Schmoe

I am sure he weighed everything!

(ounce for ounce)


On Jun 29 04:11 PM EJL wrote:

> comedy. please support this with facts. other than a few EAS policies,
> what else is there?

The $99 iPhone Is James Bond, The Others Are Joe Schmoe

Just bum a phone. You don't need a rate plan.


On Jun 29 10:58 AM User 389824 wrote:

> Its the Rate Plan, stupid! Even though the consumer gets one heck
> of a deal at $99, they will end up paying hundreds more over the
> term of the AT&T rate contract, compared to Sprint or T-Mobile.
> And the horrible AT&T coverage. The cost of the phone is only
> the beginning. Doubtless, Apple has produced a wonderful handset
> but it is married to a bum!

The $99 iPhone Is James Bond, The Others Are Joe Schmoe

This is the absolute best article I have read in a long while. Perfect characterization!

The EU Stabs Apple in the Back

P.S.

I didn't know it was the job of the EU or any government to create greater potential for Qualcomm.

The EU Stabs Apple in the Back

"The EU is now mandating that all cell phones be compatible with 3rd-party MicroUSB chargers by January 1, 2012."

This will not affect Apple much. Apples current charger has a USB connector to which the cable connect. That is the cable is not part of the connector. So all they have to do is to replace the USB connector on the charger with MicroUSB, and supply the appropriate cable.

This has nothing to do with the 30-pin connector. EU's concern is that people over the years end up with a multitude of chargers for various devices which they don't know what to do with. That is very wasteful, so I applaud what EU is trying to do here.

RIM Is Biggest Victim of Apple's iPhone Launch this Past Weekend

I agree.
He says a survey of 250 people is "crappy" and "useless" and then he turns around and says he is "guessing 95% of 3GS sales were upgrades".

And why would anybody with a first generation iPhone who would have a collection of apps and music for the device dump everything and move to BB after two years? He would have done it last year. And having paid the full price he would not have to pay any termination fees.


On Jun 23 07:44 AM JW.PhD wrote:

> I'm guessing that if the survey had shown the percentage of iPhone
> 3GS buyers moving from Blackberry DROPPING compared to previous releases,
> then Frank the Shill wouldn't be calling it "crappy" or "useless".
> Pretty transparent.
>
> Keep the FUD coming, Frank...it's really all you're good for.

Palm Pre: Gauging Success Will Take Time

On Jun 07 12:52 PM Aryamehr wrote:

> Geddy, BTW I don't work for Sprint/Nextel, nor do I work for Palm.
> Nor have I ever worked for both these companies, however I do think you quite possibly are working for their competitors. This is America, and what we try to do here is create competition. There is nothing wrong with having a contravening opinion, however it is wrong to misinform the public. I have always advocated "Trust and Verify" or "Never to trust anyone" when it comes to making important decisions.
> Wise people have the ability to trust their own perceptions by extrapolating and making their own conclusions. Again all you need to do is download three different, commonly known websites using the PRE, iPhone and the Storm and the truth will be in front of your eyes. So anyone doubting my claims needs to find a friend, family member or an acquaintance to download these sights simultaneously using these phones. The FACTS will show that Sprint/Pre eats ATT/iPhone alive in download speeds in most metro areas.

First of all, I thought you were deposed in 1979; but that's neither here nor there.

I went to the store today and tested web access speeds for myself. It is exactly the opposite of what you said. As much as I'd hate to say it the iPhone is by far faster, unless of course you decided to compare it with the iPhone set to work on Edge.

I believe you when you say you have never worked for any cell phone provider. I picture you either living in a nice estate in Virginia or handing out samples at Costco. And I really mean this in a good way. I don't mean to be rude in any way.

Good luck with getting the old life back.

Palm Pre: Gauging Success Will Take Time

On Jun 07 06:17 AM Aryamehr wrote:

> The Pre trumps the iPhone on almost every category. The first thing
> I did was test the download speeds of Sprint/Pre against the ATT/iPhone.
> The results weren't even close, the pre downloaded ESPN, CNN &
> ABC at least twice as fast as the iPhone, this was also true against
> the Verizon/Blackberry Storm. The Pre's camera was much clearer
> and displayed colors with more contrast. The battery life was excellent
> contrary to reports I heard on the internet. I loved the Touchstone
> charger, it is intuitive and innovative. Its multifunctioning capacity
> is just unbelievable, it can simultaneously keep over ten websites
> running. The iPhone is limited to one. IMHO the size was perfect,
> contrary to the iPhone, it fits perfectly into the palm of one's
> hand. The phone also has a decent qwerty keyboard, another item
> lacking in the iPhone. The battery can be changed, which the iPhone
> is incapable of doing. It does lack an Application Store of any
> note, however that won't be a problem since its WebOS was designed
> with the purpose of using programming languages familiar to tens
> of millions of developers.
>
> Please use the phone and verify my claims to the Pre's Speed. It
> is going to be near impossible for the iPhone to trump the Pre any
> time into the near future and I don't think anything innovative will
> be coming out of the WWDC this week.
>
> Palm is here to stay and with time they will eat into Apple's territory.
> It is just a matter of time before everyone sees how good this device truly is.

It is impartial, informative, and intelligent comments like this that will make the difference in how good Pre is. And yes, everyone please buy one and switch to Sprint to verify all this for yourself.

On the other hand, financially Palm is in such dire straits that it needs to sell over 700,000 Pre units every quarter just to break even. And once it loses exclusivity in six months it would have to reduce margins, so sales would have to go up even more to accomplish the same result. Also, if Apple reduces iPhone prices or updates them with more memory, and AT&T decides to reduce usage cost to extent its exclusivity beyond 2010 all bets are off.

So please, make the sacrifice, pay the early termination fee, switch to Sprint and buy a Pre. We can't let Elevation Partners to lose all their investments without a fight. Hopefully, a buyer will step in to buy Palm so that Elevation Partners could make a decent profit.

Not!

Does Palm's Pre Have Anything on the iPhone or Storm?

On May 12 11:33 AM Marco Hickey wrote:

> Okay, I apologize for making a couple of typo's... Instablogging
> at 2:30 AM certainly has its downfalls. My article was aimed at getting
> the opinion of the readers... I think if the webOS is a success,
> Palm will have an iPhone competitor in no time... What good does
> it do to get so angry? ;-)

Do you realize how silly your statement is?

"I think if the webOS is a success, Palm will have an iPhone competitor in no time... "

For the WebOS to be a success - as it is only available on the Palm Pre - Pre must sell very well, with sales rivaling the iPhone.

There are other factors that determine whether Pre will sell well however: Will there be a viable infrastructure for putting music and video content on the Pre? Will there be enough developers writing applications and will there be an easy way to purchase and install them? I know there will only be web apps, but how can you monetize them? Developers want to sell their apps. Also, will people dump their Blackberries and iPhones and switch to Sprint?

Palm has enough cash to last a few more months, perhaps not even to the end of 2009. If this thing doesn't sell like hot cakes, they will be in major trouble since they have already given up on all their other products. Pre has to sell at least a couple of million in the next six months for Palm to return to the market share and the revenue they had just two years ago. I think that's a tall order, especially in this economic condition.

By the way RIM is the big dog here. Why does everyone uses Apple as the yardstick.

Does Palm's Pre Have Anything on the iPhone or Storm?

It's attitudes like this author's that run most companies to the ground. Apple doesn't sell a trend. It sells a product that has painstakingly been designed for utility, simple operation, and elegance. It is very hard to make the right compromises for a product to be successful. On top of all that, Apple has taken care to make the negotiations necessary and to build the infrastructure for selling content in a simple straightforward and relatively inexpensive manner. Too much has gone into the iPod and iPhone to simply call them trends.

And if you think having a bimbo handle a product will mean success in the marketplace, I really feel sorry for the guy who takes your advice.

The Battle Lines Are Drawn in the War for Mobile Developers

"The App Store has a lot of me-too applications so the competition is fierce."

The only me-too applications on Windows Mobile store will be from Microsoft.


Here is the latest innovation from Microsoft:

www.electronista.com/a.../

Microsoft put the best minds in the business to design it.

The Battle Lines Are Drawn in the War for Mobile Developers

"developer relations are Microsoft’s real secret sauce anyway."

Like stringing them along for years over new technologies that never materialize. Like waiting to see you develop a market and then moving in to take over it.