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consultnick

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  • Apple Analyst Ming-Chi Kuo, We're Not Worthy [View article]
    Thanks for the salient semiconductor situation overview, and kudos to you for complimenting Kuo's work. Your writings regarding these critical matters are always worth the read, as are his.

    I am always stunned/preoccupied with trying to figure out the epically wretched relationship between Apple and Samsung! I cannot imagine the strange dynamics of having Samsung actually manufacture Apple's intellectual property--how does that work, anyway? Certainly they cannot be "frenemies", after the waves of lawsuits that have transpired, and especially the bad blood between Google's Schmidt and Apple being the result of the largest double-cross in corporate history, which gave rise to the endless waves of androids and their ilk.

    As an x-semiconductor engineer (on the high-power side--the other end of the spectrum of device size), I am constantly flummoxed by the fact that Apple has the resources ($178 billion) to create its own fabrication facility, yet slavishly sticks to the Samsung supply situation!! Help me understand why this is so--enough time has passed since the advent of the ARM licensing model, and there is an enormous pool of talent and technology at large in today's semiconductor world that Apple could/should have its own manufacturing facility, where it could corral its intellectual property.

    Or is it the ghost of IBM's folly/foray into the semiconductor manufacturing effort that lives within Tim Cook, who clearly still has his roots and connections within IBM, and must therefore be most aware of the pitfalls in that kind of initiative?

    Please help me understand this very strange Apple/Samsung situation!
    Jan 28, 2015. 01:10 PM | 2 Likes Like |Link to Comment
  • Google And Softcard Versus Apple Pay: Benefits Are Overstated [View article]
    Android hasn't "come out on top"....or haven't you been paying attention?
    Jan 20, 2015. 11:58 PM | 8 Likes Like |Link to Comment
  • Report: Google nearing investment in Elon Musk's SpaceX [View news story]
    Excellent point @nickoswald. The reusable platform-landing rocket booster would greatly facilitate such a massive project.
    Jan 19, 2015. 11:59 PM | Likes Like |Link to Comment
  • Apple Investors Should Think Twice About 2015 [View article]
    You've a good record of being wrong--it is good that you are consistent!
    Jan 6, 2015. 01:36 PM | 12 Likes Like |Link to Comment
  • Apple 2015 Outlook: Where Do We Go From Here? [View article]
    "Remain short"?.....From when to where....or are we here....or there....yet/soon/when? What do you mean by by "remain short"?

    Without share price specification, this is meaningless prattle and flapping. If you are going to construct an article reaching such a conclusion, put price-target meat on the bones of your conviction--otherwise it is a vapid rant.
    Jan 3, 2015. 01:01 PM | 1 Like Like |Link to Comment
  • Innovation At Apple [View article]
    @iMac 007.....beautifully written comment--should have been posted as a free-standing article. Well worth the read!

    Thank you for the review of ineffectual patent madness and Google's rise to fame from Schmidt's betrayal of his trusted Apple directorship. The end of days is in the cards for all that followed that pied-piper. They are doomed to fight other snakes in their low-end slime pit, soon to be devoured by Xiaomi....and Apple doesn't care......

    I love how you have summarized Apple's corporate strategy, but my favorite stock market commentator--Art Cashin--has reduced it to, "It's the SECOND mouse that gets the cheese!"

    If you were aware of this while Samsung was rushing their kludge-watch to market, and you looked around the corner behind you, you would have seen AAPL watching quietly from the shadows, as every media device analyst in the world flogged the gadget to death, giving AAPL a laundry list of "do not do's". As in many cases in life--knowing what NOT to do can be more valuable than knowing what to do. I suspect Apple has worked this all out into the phenomenal system that you see emerging, and that could be truly world-changing.
    Jan 2, 2015. 06:51 PM | 19 Likes Like |Link to Comment
  • Apple: iAd Is The Weakest Link [View article]
    Inviting the ad-serpents into Apple's walled garden/refuge would drive many of us out. It is a peaceful place where one can do their stuff without constant strident aggravation from big data miners and their associated wretched and attention-sucking horde of opportunists.

    As it is, the Apple customer is worth more unmolested, and I suspect that Cook has made that calculation. Folks are finding out that he is usually about 2-3 years ahead of his most strident critics--that could be why he is at the helm of the most valuable enterprise on earth. He must have the right stuff.....
    Dec 29, 2014. 01:33 PM | 5 Likes Like |Link to Comment
  • The Ever-Changing World Of Apple [View article]
    It is indeed a world-wide market tsunami, and I cannot imagine how it can fail, but the entrenched and vociferous negativists like Michael Blair, and others of his ilk, can turn all of this on its head in a heartbeat, by promoting some small innocuous flaw in this "Grand Unified Apple Vision"--which will be our next buying opportunity on the way to 150. So pray for it!
    Dec 28, 2014. 04:10 AM | 1 Like Like |Link to Comment
  • Morgan Stanley upbeat about Q4 iPhone sales; BBC probes labor practices [View news story]
    @bjnflicks....you are right--it's all about cultural context, and China is evolving from a very, very hard place, sustenance-wise.

    And if Mexican farmworkers were to abandon the US, a tomato would be $3, and a quart of strawberries $25....as a kid I've picked both on hot and horribly humid days. No one is going to do that kind of work, and truthfully speaking not even folks in great aerobic shape could hack a week in a Texas tomato field! Yet for those folks that do, it is a way up a long ladder, and they see it as opportunity. Most of our immigrant ancestors worked through very hard times and very tough jobs, too.

    100 years ago almost everyone worked hard jobs under wretched conditions--it is going to take time to up-level the whole globe to OSHA standards and high-paying jobs! China is just emerging from a feudal state--but like a rocket ship! 40 years ago you applied for a bicycle for your new-born child, and they got it by 18! Now the most new Chevys, Buicks and Ferraris in the world are being purchased by the Chinese! Of course there are horrible inequities--they are still here in America too! Look around.....

    And I'm a swim/jacuzzi rat myself--great for keeping the bones and joints operating painlessly! Cook should listen to your suggestion, but it would sure require a mega-gym, and a pool the size of Miami!
    Dec 23, 2014. 02:05 PM | 1 Like Like |Link to Comment
  • Morgan Stanley upbeat about Q4 iPhone sales; BBC probes labor practices [View news story]
    @shuashock....I never felt enslaved--I felt needed and had self-respect at an early age, and even a degree of financial independence (my own money).

    I do, however, consider an entire generation now to be electronically enslaved, where they are on display @ Starbucks, totally oblivious to the outside world as they bore into their devices. I see little 2 year old kids in restaurants in their walkers with their own devices while the parents each have their own devices. I can barely have a conversation with my son without him darting his gaze to his iPhone--that's why I'm an investor, but an unhappy dad!

    Within a generation I expect babies to have "interface implants", which will complete the electronic slavery. Those of us now reading Seeking Alpha COULD be the last free humans--we ain't "completely connected".....yet! Maybe I'll live long enough to purchase my own "iBrainConnect".....and move on to a device-less existence in the Cloud.
    Dec 20, 2014. 02:22 PM | Likes Like |Link to Comment
  • Morgan Stanley upbeat about Q4 iPhone sales; BBC probes labor practices [View news story]
    @worldcitizen112....Thank you for bringing Ray Kurzweil into the picture. He is one of the greatest thinkers/inventors of our time--sort of a Buckminster Fuller for the 21st Century. Just his contribution to music production would be enough to ensure his fame and recognition for the ages. He invented the synthesizer, which is at the heart of most rock bands and patents of which are in every electronic keyboard in existence--but that was just a start!

    With respect to Apple-which is why we are here reading--I consider the fact that they let this unparalleled genius/futurist slip away to their archenemy Google to be an unbelievable oversight! Of course they are keeping up with his ability to divine the future direction of cultural evolution--by reading the newspapers like the rest of us--but they don't have access to his inside track, where he thinks at the speed of light! No one on earth is ahead of him.

    But Kurzweil is a very broad-band thinker, and I can understand how he would feel more at home at Google, which would offer him more access to the capital and connectivity that might facilitate his next iterations of invention. No doubt he probably experiences no limits to his creativity there, and I think that he might not have been compatible with Steve Jobs--especially as an employee. Most geniuses cannot be contained, or absorbed in another's vision! But I am assured that all of the Apple upper eschelon watch what Ray is up--like hawks!
    Dec 20, 2014. 02:09 PM | 2 Likes Like |Link to Comment
  • Morgan Stanley upbeat about Q4 iPhone sales; BBC probes labor practices [View news story]
    I was born in 1943 in Cincinnati Ohio, and endured years of "child abuse labor", starting at 9 yrs old, working for German orchardists and farmers, later on in gas stations and my dad's machine shop--all before 18, which gave me a phenomenal amount of experience, and prepared me very well for a great future. I loved every minute of it.

    The labor practices of other cultures cannot be criticized from without, as every culture is a stand-alone structure that has evolved over thousands of years. Where I came from farm kids had chores and duties starting at 3 years old, and everybody felt that they were not only contributing to family welfare, but were also gaining skills. I started driving tractors at 10, and by 12 could repair them. Most young adults today call 911 if their car won't start--or dad!

    Very sadly, most young adults today graduate with one or two degrees, but with zero work experience--causing enormous suffering in the workplace as everyone struggles to accommodate bratty and self-obsessed "kids" that do not know how to work with others--except with other bratty kids! I've hired them myself and suffered for it. I've also hired young folks from Africa who have worked as children, and they are phenomenal employees, with amazing work habits, boundless energy and respect for their jobs. Young Mexican folks are the same--I am amazed at the range of their skills, and how easy it is to teach them new ones.

    BBC poking around to find flies in the Apple ointment is classically British journalism, while their own labor practices are still caught up in the 1800's. They need to sweep before their own colonial doors. Picking on tin production in Indonesia is stupidly narrow-minded--let's ask where the ducks, rice and vegetables come from in Chinese Apple worker lunches, and who does their laundry--this kind of inquiry is pointless, but yields high energy headlines and sells advertising.
    Dec 19, 2014. 01:03 PM | 17 Likes Like |Link to Comment
  • Apple: iPhone 6 And 6 Plus Will Hold Their Own Against Competition In Early 2015 [View article]
    @Azazello....Aside from the purely personal beauty judgment regarding the word phablet (repugnant in my view, too!), I'm struggling with the concept of a "chimeric neologism", which would seem to be contradiction in terms, literally meaning an "unreal new word", which by its broad cultural use, makes it no longer chimeric....or unreal, as the word "phablet" has certainly entered the mainstream of daily use by millions.

    To quote from Wikipedia:

    "IHS reported that 25.6 million phablets were sold in 2012 alone. Owing to the market's growth, Reuters called 2013 the "Year of the Phablet." In 2014, noting that phablets had overtaken laptops and desktops in global sales, The New York Times said "phablets could become the dominant computing device of the future — the most popular kind of phone on the market, and perhaps the only computer many of us need."

    Furthermore:

    "In January 2013, IHS reported that 25.6 million phablet devices were sold in 2012 and estimated that these figures would grow to 60.4 million in 2013, and 146 million by 2016. Barclays projected sales of phablets rising from 27 million in 2012 to 230 million in 2015. In September 2013 International Data Corporation (IDC) reported that its research indicated that phablet size smartphones "overtook shipments of both laptops and tablets in Asia in the second quarter of 2013." In 2014, Business Insider predicted phablets would outsell smartphones by 2017."

    I find it difficult to make the case that "phablet" is either chimeric or a neologism--and especially a "chimeric neologism". So help me understand....
    Dec 14, 2014. 11:39 PM | Likes Like |Link to Comment
  • Apple: iPhone 6 And 6 Plus Will Hold Their Own Against Competition In Early 2015 [View article]
    Apple has helped make life beautiful, and Apple has made my Saturday nights absolutely delightful, and added nearly 30 years of creative richness to our family member's lives!

    Our only suffering has been over ill-advised and foolish deviations into the Wintel quagmire of endless upgrades, chokes, freezes, spyware and stalls, which also applies to most investments in the tech space, other than AAPL, which has paid for most of our beautiful lives!
    Dec 14, 2014. 02:03 AM | 3 Likes Like |Link to Comment
  • Apple + IBM Partnership: Mac Opportunities [View article]
    @bjnflicks.....Love your points here....especially #2, which most insightfully addresses Schmidt's "Greatest Backstab in Corporate History"--a deed that has so far gone unpunished.

    But the Sicilians have a saying, "Revenge is a dish best enjoyed COLD!" Soon will be an auspicious time to serve it up, and I cannot think of a better recipe than your #2!

    IBM is a sleepwalking giant, which can be utterly galvanized back to the top of its game, by arming its minions with the mobile tech of the future--Apple devices--which can be uniquely configured to facilitate solutions to the greatest industrial, financial, medical, social and economic problem sets of our time.

    I think it is a marriage made in heaven for long-term AAPL investors. And I might even have to get back into some IBM shares as the giant wakes up from its prolonged sleep!
    Dec 10, 2014. 02:03 PM | 5 Likes Like |Link to Comment
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