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  • Dear Tim Cook, Amazon Just Banned Your Apple TV 4 [View article]
    I had no idea....perhaps it is for you!
    Oct 4, 2015. 06:51 PM | Likes Like |Link to Comment
  • Dear Tim Cook, Amazon Just Banned Your Apple TV 4 [View article]
    @Platty.....sorry to give you the news, but to many of us out here, principles aren't fake.

    And we do dream on!
    Oct 4, 2015. 12:41 PM | 1 Like Like |Link to Comment
  • Dear Tim Cook, Amazon Just Banned Your Apple TV 4 [View article]
    In a telling act of despotic desperation, Amazon has shot itself in the foot. Consolidation of power and banishment from the kingdom is the first act that leads to eventual disintegration thru hubris. When you can no longer tolerate diversity of action and freedom of choice, you have created chaos in your organization.

    Amazon has just weathered a fierce international high-profile storm of public criticism for its workplace conditions, and within weeks now steps into a self-inflicted rehash of its "economic morality". There will be overt as well as quiet defections of loyalty to this brand.

    Their vaunted sales tax advantage will be the first shoe to drop, as many in legislative bodies across the country--who are dug-in Apple aficionados--are looking for any excuse to push anti-monopolistic charges, as well as establish "sales tax fairness".

    Amazon will rue this desperate decision. Apple will enjoy "victim status" as a wounded party championing free choice for consumers, effectively throwing off its own resented "walled garden" association. It is almost as if Apple itself--killer wasp-like--has successfully infiltrated the Amazon management body, and caused it to begin a program of self-destructive market moves.

    In desperation, Amazon has soiled itself, just as Apple rises above the fray, by pursuing its now-widely published agenda of privacy-at-all-costs. Amazon is now even less than an electronic Walmart, while Apple is Snowden. Knowledgeable consumers know who they wish to associate with.
    Oct 4, 2015. 12:46 AM | 2 Likes Like |Link to Comment
  • Apple Sold 13 Million iPhones On Launch Weekend - That Should Frighten Investors [View article]
    @zsovljanski....Thank you for the "recollection" regarding Blair's trumpet sound-off 6/10/13....nice to know that someone is keeping track!
    Oct 1, 2015. 01:35 PM | 2 Likes Like |Link to Comment
  • Apple: Mapping-Focused Acquisitions, iBeacon And Kylie Jenner [View article]
    Thanks for the insights. Helps a little to read the tea leaves.
    Sep 28, 2015. 02:21 PM | 1 Like Like |Link to Comment
  • Apple: Mapping-Focused Acquisitions, iBeacon And Kylie Jenner [View article]
    Yes, a very interesting article in all respects, but I'm struggling with SPDL's horrifying death-dive regarding its share price....from $3 down to 20 cents! Can you help me understand why this is so in the face of the idea that they are the future?

    Something is not adding up/dots are not connecting.
    Sep 26, 2015. 03:43 AM | 2 Likes Like |Link to Comment
  • Apple: Enhancing The Map Asset [View article]
    With Westend....I always zoom to the conclusion, and conclude that it is once again irrelevant to the real world....and then move on.
    Sep 18, 2015. 04:25 PM | 8 Likes Like |Link to Comment
  • Apple reportedly buys mapping visualization firm; S&P upgrades to Strong Buy [View news story]
    Yes....Schmidt....the man behind the Greatest Betrayal of Trust in Corporate History, and without whom all things Android would never have happened.....

    You can bet that behind Cook's gentle, disarming and nice self-effacing manner burns his death-bed promise to Steve of Google's eventual comeuppance for their huge and historic--and as yet unpunished--corporate crimes of espionage and conspiracy.

    It has been many years, and many have forgotten--or never knew, but the Sicilians say: "Revenge is dish best enjoyed cold."

    Apple has put Samsung in a box. Next is Google. Ad-Blocking is just the beginning....

    I'm getting my popcorn ready for this much-anticipated long-running movie.
    Sep 16, 2015. 07:38 PM | 18 Likes Like |Link to Comment
  • Apple Should Take Advantage Of Rate Pullback [View article]
    Bill, since you brought up Carl Icahn, I think it is germane to consider his deafening silence in this "post-apocalyptic" earnings period (when Apple made record earnings!) that we are now living through.

    Where is he? I've heard nothing. What about his price target of 240? What happened on the way to 240--we are currently less than half of that.

    We know that he has been chopped-up in the oil patch, where he plays hard, and might it be possible that he has abandoned some of his Apple position? Maybe--some serious high-volume selling has taken place, and perhaps he has been part of that. It seems very strange behavior for a guy who added billions with a single tweet last year, and boosted Apple even further with another, that he would keep his finger off the Twitter trigger as he has lost at least 10% of his holding in Apple.....His silence is a worry!

    The failure of the appearance of an actual Apple television, combined with the difficulty of negotiating content with seriously hard-boiled TV magnates that he knows personally, thus stalling a significant rollout of what might be a new Apple TV service, may have been enough to choke off his enthusiasm. We'll see!
    Aug 19, 2015. 07:24 PM | 7 Likes Like |Link to Comment
  • Could Apple Eliminate The iPad Mini? [View article]
    I can completely a 17inch MacBook Pro and love its giant screen real estate--especially for stock charting and design work. Absolutely look down upon diminutive new MacBooks, and find the young and restless @ Starbuck$ very envious of my huge screen!!

    Also Hot-washed my iPhone 4, (with a cracked screen!), dried it out on the porch in a bag of black rice, and 4 days later does everything except have a working microphone!! All techies are amazed at its recovery--none more than me, as I used to be a semiconductor engineer.

    However, as I do prefer to talk on my iPhone, as well as listen--I was forced into a 6/64gig, and do love it so. But ergonomically-speaking, I still enjoy the old "Stanley Tool-like feeling" of the angular 4, with its metal rim and "perfect-for-my-hand" size....and it wasn't so slippery when wet. The 6 feels like a bar of soap, and yeah--I should get a big fat water-protected case for it, making it a brick in my pocket......
    Aug 18, 2015. 07:46 PM | 3 Likes Like |Link to Comment
  • Premarket Biotech Digest: Apple In Healthcare, The Apple Gilead Comparison, 4 Phase I Trials [View article]
    In sharp contrast with other commentary here--I very much appreciate the enormous scope of this article. I am a long-term holder in Apple, and also in biotech, now mostly in those ETFs. This is a tremendously valuable article for anyone hoping to get a good fly-over of the biotech landscape, and amounts to a gold mine of research regarding investment possibilities therein. And it very much all docks in nicely with Apple's long-term potentials in the health/medical space.

    Thank you for the magnificent effort--and good luck growing an alligator skin for sloughing-off attacks by the uninformed/clueless and bitter....likely left behind by enormous past, present and future growth opportunities in both areas of the market!
    Aug 14, 2015. 02:41 PM | 5 Likes Like |Link to Comment
  • Apple: Are iPhone Margins Sustainable? [View article]
    I would offer two perspectives that illuminate the demand side of the Apple picture:

    1. I am a proud new owner of an iPhone6, which is way, way over my head, regarding its phenomenal capabilities. Yet, curiously, Sunday I found myself at the Verizon kiosk at Costco--where I bought my 6 just 60 days ago--inquiring as to my possibilities for fitting into their 90 day return policy in order to get my hands on the 6s (for no charge), with its purportedly better camera and force touch! Wow! I am obviously part of an emerging herd that is ALREADY dissatisfied with their "OLD iPhone 6"!!! So much for nobody caring about the 6S......

    2. A younger acquaintance, still driving an ancient and venerable iPhone 4, has been ejected from a family plan with his x-girlfriend and her mom, so he is now "A man without a plan", and is wandering the Wasteland of Carriers and Plans, and having a very difficult time getting into the herd, because nothing he wants to sign up with will dock-up with a 4, and because his resources are limited (and his credit cracked due to millennial student debt default), he is looking for an old/ancient and cast-off iPhone 5 in order to get onto the right carrier plan. Here in Seattle, ancient iPhone 5's and iPhone 5S's are selling on Craigs List for just about $300!! THIS IS ASTOUNDING, as I got into my new 6 for $280 including screen protection+insurance.....

    So, I can only conclude that demand--worldwide--is phenomenal, when old phones can be sold for initially more than new ones~~
    Aug 12, 2015. 02:50 AM | Likes Like |Link to Comment
  • What's The Likelihood Of Apple Becoming An MVNO? [View article]
    @Alex Cho....coming from you--a contributor that most of us admire and respect, a price target adjustment from $196 down to $136.71 is a real stinger!

    What has changed so that you have adjusted downward so very dramatically--and in terms of market cap, that is many, many billion$. Please explain this radical change--or if you did somewhere else on SA, please refer us to it. Thanks>
    Aug 3, 2015. 09:42 PM | 5 Likes Like |Link to Comment
  • Report: New Apple TV set-top due in September, will have remote with touchpad [View news story]
    I do not see Tim Cook smirking--rather, I see him "standing on his head 'till his ears turn red, and falling over dead while eating bugs", in order to make everyone on the planet happy! He is doing a remarkable--and from an investor point of view--arguably far better job of addressing concerns.

    You are not paying attention to the enormous amount of change in this regard....everything from Chinese worker relations to world-wide environmental considerations, while simultaneously developing a world class headquarters and pursuing a phenomenal and unprecedented capital-return program! Oh....and the introduction of new products and services....
    Jul 30, 2015. 08:24 PM | 20 Likes Like |Link to Comment
  • Apple: Fiscal 2015 Was OK, But Fiscal 2016 Shaping Up To Be A Better Year [View article]
    The greatest enterprise in human history grinding along with a PE of 14 is an investment travesty in a world of Facebook and Amazon PE's....and even half-dead Microsoft, which after taking a 12 billion write down of Nokia is still at a PE of 19, and no-way has the growth potential of APPL, which they have yet again proved!

    Up from 125 to 140 in the next 15 months? This is an absurd expectation....go buy some bonds!
    Jul 24, 2015. 06:26 PM | 16 Likes Like |Link to Comment