DickM's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/118815/comments http://seekingalpha.com/article/138460-smartphones-the-mobile-industry-is-about-to-get-blown-apart?source=feed#comment-510068 510068 1. Is a good business philosophy, in terms of
standards discipline,
innovation once, innovations many times,
business profitability, staying power long term.
Face it. Openness causes proliferation of inconsequential products, a competitive quagmire, no profits to support product innovation, and short term business failure.
As a consumer, I'll be danged if I want that environment. Take this word apart and what it means is that anybody can take your product apart and modify it and screw it up, demand that you repair it and vilify your name - - just because he bought it.
I'll bet that the author of this article can't even define what openness means.


]]> Tue, 19 May 2009 14:21:35 -0400 1. Is a good business philosophy, in terms of
standards discipline,
innovation once, innovations many times,
business profitability, staying power long term.
Face it. Openness causes proliferation of inconsequential products, a competitive quagmire, no profits to support product innovation, and short term business failure.
As a consumer, I'll be danged if I want that environment. Take this word apart and what it means is that anybody can take your product apart and modify it and screw it up, demand that you repair it and vilify your name - - just because he bought it.
I'll bet that the author of this article can't even define what openness means.


]]> http://seekingalpha.com/article/115666-will-apple-record-another-halt-trading-big-beat?source=feed#comment-361911 361911 Andy, I thank you for this contribution!]]> Wed, 21 Jan 2009 10:56:05 -0500 Andy, I thank you for this contribution!]]> http://seekingalpha.com/article/115666-will-apple-record-another-halt-trading-big-beat?source=feed#comment-361892 361892 Wed, 21 Jan 2009 10:40:26 -0500 http://seekingalpha.com/article/85924-apple-investors-nervous-as-earnings-call-approaches?source=feed#comment-210753 210753
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.]]> Mon, 21 Jul 2008 13:03:43 -0400
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.]]> http://seekingalpha.com/article/85924-apple-investors-nervous-as-earnings-call-approaches?source=feed#comment-210571 210571 Mon, 21 Jul 2008 10:29:58 -0400 http://seekingalpha.com/article/84878-apple-sells-one-million-iphones-in-three-days?source=feed#comment-205128 205128 Mon, 14 Jul 2008 10:43:05 -0400 http://seekingalpha.com/article/80410-microsoft-s-iphone-envy-is-starting-to-show?source=feed#comment-180517 180517 That is what it would be like if there ever was an acquisition of Apple by MSFT.
Which has zero probability.
]]> Fri, 06 Jun 2008 14:21:35 -0400 That is what it would be like if there ever was an acquisition of Apple by MSFT.
Which has zero probability.
]]> http://seekingalpha.com/article/77239-will-apple-be-dragged-kicking-and-screaming-to-the-business-market?source=feed#comment-167444 167444 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.]]> Wed, 14 May 2008 11:18:09 -0400 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.]]> http://seekingalpha.com/article/76450-iphone-apple-vs-blackberry-rim-which-do-consumers-love-most?source=feed#comment-164816 164816
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.]]> Fri, 09 May 2008 10:42:18 -0400
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.]]> http://seekingalpha.com/article/75104-does-apples-move-impact-arm?source=feed#comment-160062 160062
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]]> Thu, 01 May 2008 10:41:54 -0400
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]]> http://seekingalpha.com/article/74899-under-the-radar-news-wednesday?source=feed#comment-159521 159521
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.

]]> Wed, 30 Apr 2008 13:52:15 -0400
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.

]]> http://seekingalpha.com/article/73568-apple-thrusts-ahead-on-convergence-by-acquiring-pa-semi?source=feed#comment-155249 155249 Wed, 23 Apr 2008 10:28:36 -0400 http://seekingalpha.com/article/72899-apple-to-experience-market-share-madness?source=feed#comment-153146 153146 Fri, 18 Apr 2008 17:18:12 -0400 http://seekingalpha.com/article/72899-apple-to-experience-market-share-madness?source=feed#comment-153070 153070 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")

]]> Fri, 18 Apr 2008 14:31:26 -0400 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")

]]> http://seekingalpha.com/article/72899-apple-to-experience-market-share-madness?source=feed#comment-153020 153020 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?]]> Fri, 18 Apr 2008 13:18:13 -0400 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?]]> http://seekingalpha.com/article/72899-apple-to-experience-market-share-madness?source=feed#comment-152921 152921
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.]]> Fri, 18 Apr 2008 11:23:54 -0400
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.]]> http://seekingalpha.com/article/72454-blockbuster-ceo-i-wanna-be-like-apple?source=feed#comment-151624 151624
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.]]> Wed, 16 Apr 2008 10:44:49 -0400
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.]]> http://seekingalpha.com/article/72080-smart-phone-wars-iphone-vs-blackberry-vs-android?source=feed#comment-150402 150402
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) ]]> Mon, 14 Apr 2008 11:25:45 -0400
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) ]]> http://seekingalpha.com/article/71741-windows-collapsing-under-its-own-weight-gartner?source=feed#comment-147972 147972 Wed, 09 Apr 2008 20:20:32 -0400 http://seekingalpha.com/article/71219-payrolls-drop-and-you-ain-t-seen-nothin-yet?source=feed#comment-146073 146073
Pathetic and disgusting.

Really, the best way forward is to level the playing field. The government should nationalize all industry, everybody work for the government, and the government run everything. And the government will decide who runs the government and decides what laws there will be. Of course. Been done before, and most of you above seem to want this again.

And, this way there will no longer be anti-Americanism anywhere, no militants out there to tear us down. Because we are now dead. Stabbed ourselves through the heart.]]> Sun, 06 Apr 2008 16:56:10 -0400
Pathetic and disgusting.

Really, the best way forward is to level the playing field. The government should nationalize all industry, everybody work for the government, and the government run everything. And the government will decide who runs the government and decides what laws there will be. Of course. Been done before, and most of you above seem to want this again.

And, this way there will no longer be anti-Americanism anywhere, no militants out there to tear us down. Because we are now dead. Stabbed ourselves through the heart.]]> http://seekingalpha.com/article/71288-apple-walmart-growth-stocks-on-the-move?source=feed#comment-146013 146013
I know, and most everyone else knows Antie is correct. Apple will be $86 again, most likely by year end.

After it splits 3:1.]]> Sun, 06 Apr 2008 14:22:55 -0400
I know, and most everyone else knows Antie is correct. Apple will be $86 again, most likely by year end.

After it splits 3:1.]]> http://seekingalpha.com/article/70754-options-trader-tuesday-outlook?source=feed#comment-134542 134542
Barak's decision to pull troops means he has placed a limit on the amount of money he will spend to fight terrorism; i.e. whatever is being spent now (Iraq) is too much and, besides, he says, it is too difficult. If he has to draw the line, it will be on US soil, and not on any other Al Quida focus in the mid-East. And the focus on the war on terrorism will not be his focus "until the planes fly". And, he is locked into this, or else, or else his leftwing Moveon.org support will vanish overnight.

And, with the concession to Iran that he will no longer support Israel as avidly as has Bush, Iran will no longer be a threat in his mind.

Pretty much wraps up his strategy. Peace at last!]]> Tue, 01 Apr 2008 11:00:54 -0400
Barak's decision to pull troops means he has placed a limit on the amount of money he will spend to fight terrorism; i.e. whatever is being spent now (Iraq) is too much and, besides, he says, it is too difficult. If he has to draw the line, it will be on US soil, and not on any other Al Quida focus in the mid-East. And the focus on the war on terrorism will not be his focus "until the planes fly". And, he is locked into this, or else, or else his leftwing Moveon.org support will vanish overnight.

And, with the concession to Iran that he will no longer support Israel as avidly as has Bush, Iran will no longer be a threat in his mind.

Pretty much wraps up his strategy. Peace at last!]]> http://seekingalpha.com/article/69044-microsoft-s-license-of-adobe-flash-lite-for-mobile-devices-is-good-for-consumers?source=feed#comment-128217 128217 Tue, 18 Mar 2008 11:12:26 -0400 http://seekingalpha.com/article/57994-macworld-expo-boosts-apple-stock-price-again?source=feed#comment-106264 106264 Thu, 20 Dec 2007 13:59:55 -0500 http://seekingalpha.com/article/57024-google-s-android-will-lead-to-new-class-of-mobile-internet-devices?source=feed#comment-105070 105070 There are so many IFS in this scenereo - - all they have to do is get the spectrum, all they have to do is provide free internet, all they have to do is get everybody to adopt Android, all they have to do is get PC users to use a phone exclusively, all they have to do is get the whole world to enter connectivity through Google, all they have to do is get every corporation to funnel their ads through Google Android, - - all they have to do is get AT&T, Microsoft, Apple, - - - to sit around and watch them take over the internet. But you are right that the government might also take a dim view of all of this. Ditto for foreign governments. And let us not forget that all of this doesn't come free. And let us not forget that Mother Lode is really money from other corporations, spent on advertising. And if this money spent on advertising doesn't yield results it will dry up in an eye blink. Just remember, nobody likes a monopoly including the government. In short, there are a multitude of reasons why this will never fly. And free internet connectivity will never yield the dream they envision for the simple reason that most people don't want a pop up ad driven internet experience - - . Think of the Facebook debacle now in making where the real driving force was this notion that advertisers could glean personal information and then exploit it to their benefit, something they could not otherwise do economically. It wasn't consumer driven, it was greed driven - - a sure formula for failure.]]> Wed, 12 Dec 2007 17:16:09 -0500 There are so many IFS in this scenereo - - all they have to do is get the spectrum, all they have to do is provide free internet, all they have to do is get everybody to adopt Android, all they have to do is get PC users to use a phone exclusively, all they have to do is get the whole world to enter connectivity through Google, all they have to do is get every corporation to funnel their ads through Google Android, - - all they have to do is get AT&T, Microsoft, Apple, - - - to sit around and watch them take over the internet. But you are right that the government might also take a dim view of all of this. Ditto for foreign governments. And let us not forget that all of this doesn't come free. And let us not forget that Mother Lode is really money from other corporations, spent on advertising. And if this money spent on advertising doesn't yield results it will dry up in an eye blink. Just remember, nobody likes a monopoly including the government. In short, there are a multitude of reasons why this will never fly. And free internet connectivity will never yield the dream they envision for the simple reason that most people don't want a pop up ad driven internet experience - - . Think of the Facebook debacle now in making where the real driving force was this notion that advertisers could glean personal information and then exploit it to their benefit, something they could not otherwise do economically. It wasn't consumer driven, it was greed driven - - a sure formula for failure.]]> http://seekingalpha.com/article/57024-google-s-android-will-lead-to-new-class-of-mobile-internet-devices?source=feed#comment-105041 105041 This whole Google ad based connectivity based universe is pure masterbation. That doesn't mean Google won't try it, as they think they must to keep ad revenue flowing in. But a reality check with the consume/business person is highly advised. Like - who wants or needs it!

]]> Wed, 12 Dec 2007 14:13:15 -0500 This whole Google ad based connectivity based universe is pure masterbation. That doesn't mean Google won't try it, as they think they must to keep ad revenue flowing in. But a reality check with the consume/business person is highly advised. Like - who wants or needs it!

]]>