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    • Fri Apr 25th 11:22 AM | Rating: 0 0
      Commented on:
      Apple Shines on Earnings, Still Two Steps Ahead
      Trader Mark!

      Great minds think alike! I have a target of $600 in Jan 2011. You?
      View article »
    • Fri Apr 25th 10:54 AM | Rating: 0 0
      Commented on:
      Apple Stores Outshine Retailers
      Stephen,

      You've written about Apple's iPhone deferred revenue accounting. There are reports today that Apple will move to a new distribution model featuring open sales of 'unlocked' iPhones/iPod touches with no exclusive telecom tiein in most countries (starting w/ Italy and Australia).

      I think Apple wants to accelerate the coming dominance of the iApps Store connection as the iTunes/iPod model has inspired: The iApps store system will provide security, a large app mkt place, easy update and backup, and a whole new customer experience of ease, delight and reliability. I believe the succesful roll out of this system will lead to Apple trading above $600 by 2011.

      What do you say?
      View article »
    • Fri Apr 25th 10:26 AM | Rating: 0 0
      Commented on:
      Apple’s Dramatic Risks and Ambitions
      Great column, Sramana,

      I'd love for you to comment (or devote a report) on the impact of the iPhone SDK, the iApps store, and aapl's slice of 30% of all iApp sales at the store.

      My thinking is that this seems to be setting up as iPod/iTunes, the Sequel. I'm expecting Apple to move from it's exclusive telecom deals to open, unlimited sales to anyone. Apple will be making a play for dominance in Smartphones and pocket PCs (and a yet-to-be-shipped MID device).

      If Apple succeeds in dominating these new markets, Apple's Mkt Cap should exceed $500B by 2011.

      What say you?
      View article »
    • Fri Apr 25th 08:49 AM | Rating: 0 0
      Commented on:
      Apple's Branding Strategy Delivers Superior Results
      Rick,

      You make some nice points about the branding strategy, but your dismissive attitude to Apple's widely acknowledged technical and design brilliance is surprising.

      Perhaps you ought to read a little more widely and gain an appreciation for Apple's magic sauce.
      View article »
    • Fri Apr 18th 09:47 AM | Rating: 0 0
      Commented on:
      A Look at Apple's Q2 EPS Estimate Trend
      I also think Apple should stop giving earnings guidance.
      View article »
    • Thu Apr 17th 11:43 AM | Rating: 0 0
      Commented on:
      Wanted, Dead or Alive: The iPhone Killer
      Apple calls it the iPhone, but it could more accurately be called the iPC (i Pocket Computer). It's the world's one and only iPC.

      How long do you think it'll take for someone else's iPC to make it into your pocket? My guess: msft will screw up their 1st release in 2010, followed by something that works a year later. By then, it'll be too late and the iPhone will dominate its mkt, just like the iPod does today.

      Oh, and as an added benefit, msft transitions into a Mac OS X application services company benefiting humanity by removing all of it's crap OSes from the mkt!
      View article »
    • Thu Apr 17th 11:27 AM | Rating: 0 0
      Commented on:
      Why Bush Doesn't Like Cap-and-Trade
      MarineCorpsGuy:

      "...are convinced that your globull smarming is B.S."

      Here's a problem: What if we follow your leadership and find out the eggheads were right after all? Will it be too late? Do you want your grandchildren to live in a world with no ice caps, coastal cities underwater, and weather disasters being 1000 times more destructive?

      I can't choose for you, but I don't want to risk our planet's future on your certainty that you're right about this. (Ever been wrong on something?)
      View article »
    • Sun Apr 13th 17:58 PM | Rating: 0 0
      Commented on:
      Back to 1998: Lessons from the G7 Then and Now
      Greenspan's reputation is getting unraveled very quickly and it is not looking good for his leadership.

      Question: Will the media reform and begin to truthfully investigate and question what is going on?

      We have a leadership group which will live in history as having harmed our country (in so many ways) more than any external foe ever:

      Bush, Cheney, Greenspan.
      View article »
    • Wed Apr 2nd 10:03 AM | Rating: 0 0
      Commented on:
      Apple, Microsoft Run for the Clouds in the New Client Software War
      Seems to me, most of what you say about the cloud having primacy is very much accurate.

      I quibble w/ your comments burying Apple's substantial ability to create the future of physical devices. I believe Apple's market cap will be boosted significantly because they do creatIvely LEAD the future of fashion in technology and this is no small feat. They also will continue to LEAD in creating trustworthy security on desktops and in pockets. Again, not a small feat.

      Since they are not asleep to the opportunity of the cloud: The explosive introduction of the iPhone along w/ accelerating strong growth of the Mac mkt and the importance of the iPhone SDK /w iTunes leads me to believe that Apple will be trading between $400 and $800 by Jan 2010.
      View article »
    • Sun Mar 30th 14:25 PM | Rating: 0 0
      Commented on:
      Apple's Move: Institutional Run-Up or Rebound?
      Cheesecake!

      Stop shorting it!

      There. Don't tell me I didn't tell ya!

      (Good Luck, anyway)
      View article »
    • Wed Mar 19th 10:08 AM | Rating: 0 0
      Commented on:
      Microsoft Adopts Adobe Flash; Scores Touchdown Against Apple
      Ashkan,

      I'm not sure this is a TD for MSFT. It might be one for AAPL. I think Jobs is signaling Adobe he wants a major FL upgrade - higher quality, faster, more reliable.

      Apple would be very happy to have an excellent FL running on its phone and Jobs is angling for that.
      View article »
    • Tue Mar 18th 10:04 AM | Rating: 0 0
      Commented on:
      Can Apple's Resistance to Flash Content Last?
      Dana,

      You're missing the point. Apple is very committed to EXCELLENT stds based solutions. It has standardized to H.264. H.264 is light, performant, capable, elegant and a std. Flash Lite is propietary, non-performant, klugey.

      Apple will do everything it can to avoid supporting FL. However, they're a business, and if MS and Adobe make FL a defacto (although suboptimal) std Apple will support it.

      Note, however, Apple is leaving it to MS and Adobe to 'make the sale'. Who knows? Maybe Adobe ships a major, great upgrade to FL and then everyone will be happy.
      View article »
    • Tue Mar 18th 09:55 AM | Rating: 0 0
      Commented on:
      Jim Cramer on Bear Stearns Since Last Summer
      Michael, Get Real, This is bullshit...

      "3/11/2008 Before Bear Stearns’ collapse, Jim Cramer: “Bear Stearns is fine … Bear Stearns is not in trouble. Don’t be silly … Don’t move your money.”

      Go to the tape, watch it three times and then tell us whether you think he was talking about the Bear INVESTMENT or a Bear DEPOSIT. Then slow down and think twice about your 'call', because this goes directly to YOUR CREDIBILITY, not Cramer's!

      If you screw this one up, I, for one, will studiously ignore all your future bullshit.
      View article »
    • Tue Mar 11th 08:16 AM | Rating: 0 0
      Commented on:
      Apple Grows a 'Developer Ecosystem'
      Steven,

      Point made, but look at this: Apple wants lots of developers using the OS X (Mac OS X) SDK. The more, the merrier. The number of developers a platform has presents significant competitive advantage to that platform. Aside from the complexity, delay, and cost your solution would add, Apple wants to TEACH it's SDK.

      Every added developer is a plus and, who knows? maybe the iPhone/Mac SDK will move to market parity w/ the Windows SDK. One thing for sure, developers will be delighted with the increased speed, capabilities, and elegance of Apple's SDKs.

      Hopefully, the best and brightest developers will make the switch and develop many best in class apps for Apple's SDKs, perhaps not even porting to Windows.
      View article »
    • Mon Mar 10th 06:58 AM | Rating: 0 0
      Commented on:
      Comparing Clinton and Bush on Income Taxes
      Mr Perry, Ph.D.,

      Pls extend your argument and show us the tax levels for $250k, $500k, $1M... Also, pls review the suggested/new tax policies regarding the estate tax and, finally, pls review the impact of the Alternative Minimum Tax on middle income taxes.

      And finally, finally, pls follow up with your views on the

      - $2 Trillion off budget war costs,
      - the size and impact of current and projected US debt,
      - the debt/taxpayer burden which will be paid by our kids and grandkids,
      - the Fed's thoughtless extension of cheap credit policies leading to the bubble from hell which has thrown the US into its current recession,
      - comments on how Bush is not responsible for this God-awful mess

      Thanks,

      We're awaiting your response!
      View article »
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