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  • Samsung (SSNLF.PK) wins a court fight against Apple (AAPL) and gets officially insulted at the same time. U.K. Judge Colin Birss ruled the design of the Galaxy tablets doesn't infringe on the iPad's design, and that consumers are unlikely to confuse the two as the Galaxy tablets "do not have the same understated and extreme simplicity which is possessed by the Apple design... They are not as cool."   [View news story]
    Talk about a left-handed compliment! Da judge says no Samsung, you're not infringing on Apple because your user experience is lame. I'd call that a Pyrrhic victory for Samsung.
    Jul 10, 2012. 02:02 AM | 1 Like Like |Link to Comment
  • Apple (AAPL): FQ2 EPS of $12.30 beats by $2.24. Revenue of $39.2B (+59% Y/Y) beats by $2.4B. 35.1M iPhones sold, 11.8M iPads. Shares +4.4% AH. (PR)   [View news story]
    I feel your pain. I think one of the reasons people continue buying cheap PCs and complaining about the problems they have running it is that they have already invested a lot of time and money to learn and maintain a Wintel machine. To switch to a Mac would be a tacit admission that they wasted their time. Lots and lots of time.

    Saving time in one of the fundamental reasons to buy Apple products. As I get older and realize that I have more yesterdays than tomorrows, my time becomes more precious to me, and therefore worth more money. Will I spend a few hundred dollars more to save myself, say, a week over the next several years? You betcha!

    Another factor the analysts fail to appreciate is cool. With quality comes status, with status, respect. Owning quality suggests that you can tell the difference between a well-made product and a piece of junk. What teenager will show up with a lameass Zune or Droid phone? "But my dad saved a lot when he got me this!" Fail. The entire population of China understands this concept, but a lot of MBAs don't.

    And finally, metrics. They confuse market share with operating systems. Android is a free OS; iPhone is the hardware and iOS. Not the same. That's like trying to compare Google with NORAD.
    Apr 24, 2012. 05:58 PM | 2 Likes Like |Link to Comment
  • Why Apple May Not Dominate China  [View article]
    Yes, the gender is irrelevant, but the lack of effort is significant. Instead of reacting defensively to Mangy Dog's comment, Mr. Weinstein could have picked up the phone and corrected the oversight. He didn't. My point is that any analyst who disregards details, however trivial they may appear, is more likely to take shortcuts elsewhere, which erodes credibility of their work.
    Apr 24, 2012. 12:50 PM | Likes Like |Link to Comment
  • Refuting 3 Apple Fears  [View article]
    Refreshing to read an analysis written by someone who understands Apple. One of my main complaints these past several years is that so many analysts fail to understand the power of quality and cool factor in driving sales. I value my time, so I pay more for technology that works with minimal drain on my attention. A lot of other people do too. And what self-respecting teenager would show up at school with a Zune? I doubt that your sons would let you swap out their iPhones for Androids just because you wanted to save a few bucks when upgrading.
    Apr 23, 2012. 07:48 PM | 6 Likes Like |Link to Comment
  • Why Apple May Not Dominate China  [View article]
    I was about to make the same observation. You and Weezy Miyagi both write for Seeking Alpha. I can't imagine that it would take much effort to contact him to confirm background and gender rather than use the lazy "his/her". This lack of effort erodes the credibility of whatever else you may have to say, much like your colleague who provided a technical analysis of "Apple computer". Lack of attention to detail suggests sloppy thinking and poor respect for your readers.
    Apr 23, 2012. 05:48 PM | 4 Likes Like |Link to Comment
  • Amazon’s (AMZN) Kindle Fire tablet, which went on sale last month, "has come out of the gates strong," and Evercore says its relatively cheap price tag could allow it to "vaporize" other for-profit Android tablet business models. Yet even as Amazon may account for half of all Android tablets by next year, Evercore says Amazon isn’t a real threat to the iPad (AAPL).   [View news story]
    Kindle is a loss leader to get people to buy ebooks from AMZN. Of course it's going to sell strong, but there is no margin of profit--just the hopes that they will encourage more sales where AMZN can make a profit. AAPL is making a healthy margin on every iPad it sells AND pulling more customers into its product ecosystem, so they can afford to sit back and laugh as Kindle fries the other Android wannabes.
    Dec 7, 2011. 07:22 AM | 1 Like Like |Link to Comment
  • Cisco's (CSCO) security hardware chief doesn't see the IT world's "bring your own device" trend letting up, as employee satisfaction and convenience trump the concerns of IT administrators. In practice, this trend is proving a boon for Apple (AAPL), as employees opt to use Macs, iPhones, and iPads over "approved" MSFT and RIMM solutions.   [View news story]
    The "bring your own device" trend has been growing for years, whether with or without the approval of IT departments. Employees will naturally gravitate toward devices that are easier (and sometimes more enjoyable) to use. IT administrators will naturally prefer platforms that ensure their own job security. Apple has ensured its products will benefit from this trend by making them easier and more enjoyable to use. We shouldn't lose sight of the fact that Apple has never created anything new, whether it be computers, MP3 players, smartphones, tablets, or pads. Their success has been earned by improving the end-user experience, a critical detail that should be obvious but is seldom understood by their competitors.
    Sep 28, 2011. 10:07 AM | Likes Like |Link to Comment
  • 10 Reasons Not to Buy Apple  [View article]
    I have been long on Apple for the past 8 years, and have read just about every analyst's review of this company.

    This article is sheer bull. Hao Jin's blog is a pathetic example of the many wing-tipped Wall-Street analysts who have never used an Apple product and have no understanding of the magnum force of "cool."

    He is obviously not an owner of any Apple product. I don't care if he buys them or not, but I would like to see some homework behind his postings. For this one, I think he should lose his job. Many otherwise qualified people have lost theirs in this economy for far less egregious errors.
    Jul 8, 2009. 08:45 AM | 5 Likes Like |Link to Comment