DickM

23 Comments

    • ON: Mon Jul 21st 13:03 PM
      Commented on:
      Apple Investors Nervous as Earnings Call Approaches
      And, what else does Nokia make and sell?

      Nokia told the world that the iPhone would never make it, the phone market is too complicated for a would be interloper. Now, Nokia's CEO is scared shxxlexx, scrambling to acquire competency in operating systems, and scrambling to integrate technical forces into something he "hopes" will compete with Apple.

      The iPhone results will not be part of today's report by Apple. You can read why elseshere.

      I have to laugh also about the RIMM "experts" - all smiles about the next model, to have "touch screen" technology, knowing that they won't ever have - at least for years - the multi touch Apple technology - which is extensively not only patented but is copyrighted. Copywrites do not expire. And, yes - you can Copyright (takes a long time and much effort) a technology just as Apple Copyrighted the iPod look and the navigation wheel. The Copyright is the killer deterrent to would be "me-too" copiers.
      The next quarter report will have the iPhone results.

      JW - these negative looney critics don't own any stock. Just lurker tramps, hoping to stampede a sell. Their views, if they really believe them, are at the very fringe of the probability bell curve. Right where they belong. At the fringe.
      View article »
    • ON: Mon Jul 21st 10:29 AM
      Commented on:
      Apple Investors Nervous as Earnings Call Approaches
      I am serene about APPL. After 12 years long with no ins or out, why should I be otherwise? Agree with JW above. With an adjusted cost basis of about $3/s, and this stock going to $300 sooner or later - - what the heck about the short term.
      View article »
    • ON: Mon Jul 14th 10:43 AM
      Commented on:
      Apple Sells One Million iPhones in Three Days
      Sounds like the first poster (above) is at least three quarts short of a gallon upstairs.
      View article »
    • ON: Fri Jun 6th 14:21 PM
      Commented on:
      Microsoft's iPhone Envy Is Starting To Show
      Ever have those bad dreams where you are running down field in liquid molasses? One foot forward takes a minute. And its raining hard, and the fog is so bad you can't even see the end of the field.
      That is what it would be like if there ever was an acquisition of Apple by MSFT.
      Which has zero probability.
      View article »
    • ON: Wed May 14th 11:18 AM
      Commented on:
      Will Apple Be Dragged Kicking and Screaming to the Business Market?
      To "stiphy"
      One little item: If you are referring to Visual Basic support on the Mac, a la Microsoft, MS has realized their error and will support VB on the coming round of Office. VB is supported on Office 2004 however.

      Also, if what you say about PCs and Windows is true, why the total dissatisfaction with Vista? You don't think this voter dissatisfaction has something to do with the quality of Vista?
      You don't think this will, by itself, push people and businesses out of PCs?
      I don't know, there is a lot of denial out there.
      View article »
    • ON: Fri May 9th 10:42 AM
      Commented on:
      iPhone (Apple) vs. BlackBerry (RIM): Which Do Consumers Love Most?
      Microsoft has NO core competency in integrated devices. They have now figured out they should stay out of these businesses. This realization was probably hard on their internal ego - where in their past mindset money could buy anything.

      Probably also hard on a number of investors, who also believed money could buy anything. Except competency. And, you can't buy a company which has competency and expect it will survive in a company's culture totally different than that of the acquisition.

      Been there.
      View article »
    • ON: Thu May 1st 10:41 AM
      Commented on:
      Does Apple’s Move Impact ARM?
      She writes a very good report -

      I am still looking for a geek type perspective, zeroing in on the potential of this technology vis-a-vis Intel. Particularly, the uniqueness meaning patents. Because patents and patentability signify whether or not this technology has true potential and staying power.

      If you k now of such perspective, would appreciate the reference. T
      View article »
    • ON: Wed Apr 30th 13:52 PM
      Commented on:
      Under The Radar News - Wednesday
      "Lawmakers and analysts assert the program is a failure, and has not eased the foreclosure crisis."

      Correction:
      Democratic "Lawmakers" and left wing Democratic "analysts" assert - - - - - - - -.

      Just how long did these ###### people wait before they wined and bellowed? A week? 10 days?

      They want the government to void their mortgage contracts because they can no longer find some better fool mortgage company to refinance their property. That's right, get the government, meaning me, to subsidize foolhardy investments.
      View article »
    • ON: Wed Apr 23rd 10:28 AM
      Commented on:
      Apple Thrusts Ahead on Convergence by Acquiring PA Semi
      Synergy underlays all of this. Competition is aced out whenever synergistic components, software, and people come into play as they have already with Apple's innovation products.
      View article »
    • ON: Fri Apr 18th 17:18 PM
      Commented on:
      Apple to Experience Market Share Madness
      You have to read carefully what share is being reported. There is worldwide share, US share, and there is laptop share. The 15% is laptop share, I believe. As stated above, a 1% share increase is a big deal to Apple in terms of revenue and profits. Also remember, particularly for those that keep thrusting the WW share numbers in your face is that Apple's computer business is VERY profitable, whereas the much bigger share numbers for Dell and HP represent a business that is MUCH LESS profitable. Read the Dell reports to get a feel for what they are going through. So bigger is not necessarily better.
      View article »
    • ON: Fri Apr 18th 14:31 PM
      Commented on:
      Apple to Experience Market Share Madness
      Carlos000412 = short AAPL. Now that you have had your meds perhaps you can reflect more objectively. Most of us did study RCA and Polaroid. Particularly their product line and patent strengths. And the life cycles of technologies and competitive technologies. I call it due diligence. And figured out when was best or not to invest.
      Are you saying you do look at fundamentals? And, if so, what fundamentals are you aware of with Apple which is reflected in you short position? Be specific, instead of just yammering on. You seem to think that people who have long positions are simply greedy. What a juvenile attitude! What is the meaning of the word investment in your mind?
      If you made so much money - a statement most people would not be so brazen to say - were you just plain lucky? Because you studied the fundamentals? Someone told you to? Or what?

      Frankly, taking your advice would be the last thing I would do, and that's being generous. And I see no evidence in your words of anything approaching an open mind.

      So, what is your great wisdom regarding Apple? And when to exercise your short? You say that people who are long are just greedy. Correct? Now, what do you call people who are short?

      (I'll bet you are one of those who keeps muttering, "Just you wait, Charlie Brown")

      View article »
    • ON: Fri Apr 18th 13:18 PM
      Commented on:
      Apple to Experience Market Share Madness
      Hay Carlos000412 = short AAPL,
      I read over your words, trying to glean any meaning, let alone wisdom. And can't find any.

      Many years ago - and this is the closest thing you might be trying to say - there was a group of people, starting in accedemia , who proposed a concept of stock valuation. It was based on what they described as "random walk theory". This "theory" never looked at anything that might be otherwise called a fundamental of investment value, but instead looked at stock behavior. I have now forgotten now many of the tenets of this theory, but have the distinct feeling that this type of investing is now considered bunk.

      I assume that your objective is to gain money, versus the perverse objective to lose money. And you have chosen Apple as your vehicle to gain money. By shorting it. So you must have a theory unrelated to fundamentals of Apple to believe in this, maybe like the randomwalk theory of trading. But not investing, since you have no ownership in Apple other than a commitment to buy. So, when the stock hits 200 might be a good time to cash out a short position?
      View article »
    • ON: Fri Apr 18th 11:23 AM
      Commented on:
      Apple to Experience Market Share Madness
      It is a very strange phenomenom - the Apple antagonists.

      In the early 90s there was an "analyst" by the name of Sleighter who, after Apple's market share was released at 2.7%, he predicted - no he declared - that Apple would be bankrupt and out of business in exactly 14 months. He even said that the market share data points were a straight line on graph paper, and his ruler pinpointed the company's termination. Yup. His golden ruler. He also declared "Game Over" (for HP, Dec, etc.) after Intel announced their forthcoming 64 bit (880 mb/s) chip named Marcedes which would take over the server market. This chip turned out to be Intel's most collossal failure, costing billions and never really coming to fruition as visioned.
      My cousin loves my iPhone, but will never buy one because Apple is "not a good company", and not competitive with PC companies. He's a PhD geneticist, so education does not seem to be a basis for this irrational bias.

      Many of the critics and antagonist claim that there is nothing behind Apple. Its all just a bunch of Apple heads, nothing more. And if Apple has accumulated $18B it should give all this back to stockholders. And do it now. Just money made by over pricing worthless merchandise that only a child would play with.

      It is hard to say if these people, in their weakest moments in the dark of the night, think they might have been wrong. But the smarter of the bunch seem to be acting on these fears, and are quietly going into an Apple store. And buying a Mac.

      Long on APPL since 1996.
      View article »
    • ON: Wed Apr 16th 10:44 AM
      Commented on:
      Blockbuster CEO: I Wanna Be Like Apple
      OK, now place a bet it will work. You know, a probability from 0% to 100% sure he can do it. No could be's, no if's, no but maybe's. Spell if out with ALL the things that MUST go right for this to be something other than a wet dream.

      Right. I know you wouldn't dare to do that. And if you say you don't know enough or, say one element in the probability is that someone else (outsider) will suddenly step up to the plate to finance the entire marketing and R&D and the probability of that is, say 10%, then automatically the likelihood of this ever happening is less than 1%.

      Forget it.
      View article »
    • ON: Mon Apr 14th 11:25 AM
      Commented on:
      Smart Phone Wars: iPhone vs. Blackberry vs. ...Android?
      For what its worth, the Nokia CEO recently was quoted saying "I am scared to death of the iPhone". (late Jan '08).

      Regarding Android. as anybody contemplated how good Android will be in emulating what OSX and a real browser does? And how fast? Like, how good is the rendering of text to any point size you want? And, what good is Android on a tiny screen, particularly if you can't read it anyway? What is Android's equivalent of Quartz? (Mac people will understand what Quartz does for precision graphics)
      View article »
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