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Denny_Chasteen

Denny_Chasteen
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  • Apple Blossoms In The Spring [View article]
    Hey, let the record reflect that rope himself started this diverted thread. :)

    Let me make it a worse diversion by saying that there would be no technical problem with implementing a personal ignore list for each user. Would just have to be added to the users profile and would be very easy to program. There are some very serious issues with the JavaScript on the SA site that cause pages to load and interact poorly. SA is a good site. It could be a lot better. BTW, I sent in a constructive comment on it but got no response.

    Actually now that I think of it, an ignore button would not be such a good idea. It would leave gaps in the discussion and would cause confusion in the event that one of those people actually did make a relevant comment and it was referenced elsewhere in a thread by someone not ignoring them. However, there could be a lot more innovative way to organize, search and filtering threads and comments. That's for sure.

    I hope rope does get that gig on TV. I would watch him. Would not take much rope to hang Cramer. :)
    Jan 23, 2013. 11:45 AM | Likes Like |Link to Comment
  • Apple Blossoms In The Spring [View article]
    Like many wars, investor2403, it's not a war of choice.
    Jan 23, 2013. 08:27 AM | Likes Like |Link to Comment
  • Apple Blossoms In The Spring [View article]
    You are right Luke about cachet being important. Cachet works also for Mercedes and BMW. But they each have cars in wide price ranges. I don't see Apple ever making a $10 phone you can pick up at 7-eleven or BMW making a $20,000 car. But they can go down a couple of tiers into a lower price range and offer a model or two that will take a tremendous market share away from Samsung. So yea, not take the bottom tier off Samsung market but knock them sideways on their top end where they have the best margins.
    Jan 22, 2013. 01:31 PM | 1 Like Like |Link to Comment
  • Apple Blossoms In The Spring [View article]
    Reading my post again, what I failed to state more clearly is that Apple is now in the process of creating some lower priced devices that will compete with the lower priced alternatives. This will increase sales and market share over the next year. I used the word "cost" a couple times where I should have said "price."

    Apple will introduce a lower priced line of products and will do this at a lower cost and higher margin than competitors. Simply put, Apple is about to flank the competition, or mop the floor with them actually. Once the lower priced Apple products are in place it's "game over." Apple is just a money making machine and grows stronger at every leg of the competition.
    Jan 22, 2013. 08:50 AM | 1 Like Like |Link to Comment
  • Apple Blossoms In The Spring [View article]
    Good advice Macro Investor. I won't even short CRM right now.
    Jan 22, 2013. 08:40 AM | 1 Like Like |Link to Comment
  • Apple Blossoms In The Spring [View article]
    Somebody handed me a new Samsung Galaxy tablet in a meeting the other day. OMG the screen was so unresponsive and hard to use. Somehow the screen was just more difficult to use as an input device. Earlier this year, I had purchased an iPad, and Pod Touch and a Dell Duo notebook/tablet convertible. On the Dell, Windows is constantly having to update itself. It has the same non-responsive screen interaction as the Galaxy. I gave the Dell to my son and have not seen it since. I had been an Apple hater my whole life until I bought the iPad and iPod Touch. When Christmas got here, my was going to get some kind of MS based mp3 player for my son because the iPod Nano was more expensive. I advised her to get the Nano anyway. That kid was happy. I feel sorry for all the kids who got tablets or other devices for Christmas that are inferior to Apple products. Apple stuff just works right out of the box and works better than everyone else's. The reason I am an Apple hater is because they make products that work BETTER than everyone else's, they just won't work WITH everyone else's. I am an old school Linux and open source guy by nature and experience. But I can't argue with the ease in which Apple works right out of the box.

    Apple is moving to reduce the cost of their products. This will result in a growing market share over the next 12 months. In addition, their costs will continue to go down and margins will continue to climb.

    People who estimated sales based on orders for a single component from a few vendors (like screens) do not understand either manufacturing or supply chain. Sales might be down, but estimated based upon the data I saw are subject to be very wrong.

    In either event, AAPL is up from here over the next 12 months. I think you will see a significantly positive earnings surprise on Wednesday and there will be a major pop. I had kept my powder dry looking for AAPL to drop to $470. But I pulled the trigger on Friday and loaded up at $500. If I am wrong about the pop on Wednesday I see it dropping to $500 but will head back up over $500 again within a year as the newer lower prices products become available. The Apple products are just better. The only reason to own Samsung or other products is because they are cheaper. Period.
    Jan 21, 2013. 05:41 PM | 6 Likes Like |Link to Comment
  • Apple's Patently Profitable Portfolio [View article]
    Thanks. Nothing inside of Linux violates any patents held by MSFT or AAPL. Even the articles you cite are from 2007 and refer to patents relating to ClearFonts or stuff that is not really a part of Linux but part of a specific Linux vendor's package like SUSE or some variant kind of Asian TurboLinux, etc.

    In addition, a lot of the patents we see today are invalid based on one principle or another. A lot of patents especially lately are really bogus. AAPL probably has a patent now on the ham sandwich. A lot of these patents are worthless as they will never surivive a court test. AAPL even claims to own a patent on icons with rounded corners.

    Also to be fair, I wouldn't consider the concept of longer file names to be patent worthy.

    Somebody has to sort the wheat from the chaff on all these patents before we can evaluate how much they are actually worth.
    Nov 15, 2012. 12:32 PM | 3 Likes Like |Link to Comment
  • Apple's Patently Profitable Portfolio [View article]
    Linux uses MSFT and AAPL patents? I don't think so.
    Nov 15, 2012. 08:43 AM | 2 Likes Like |Link to Comment
  • What If Apple Weren't A Tech Stock? [View article]
    That is exactly why I have been an advocate for a stock split for AAPL, raykrv6a. Same here, although not prolific, I often write calls. Right now I put 50 shares in one brokerage account and 50 in another. I just wanted my cash balance in each account to remain above a certain percentage and that is the way I ended up buying back in. I need to get another 50 shares now to sell calls. So I have to wait until I sell something else.
    Nov 11, 2012. 09:04 AM | 1 Like Like |Link to Comment
  • What If Apple Weren't A Tech Stock? [View article]
    There are a lot of great comments here. I wish SA would fix the javascript error that gets triggered when the number of comments goes over about 100. Perhaps Mr. Carnevale has some clout with them. :)
    Nov 9, 2012. 04:44 PM | Likes Like |Link to Comment
  • What If Apple Weren't A Tech Stock? [View article]
    I said exactly the same thing, jonnewman about needing more innovation and that leading to the acquisition of S. Exactly. AAPL could have squashed AMZN Kindle and AMZN cloud as well plus moved forward more aggressively with content sales.

    I would watch for AAPL to become even more conservative and traditional now. Raise the dividend and buy back a lot of stock. If they were truly innovative, they would look at moving 1/2 their manufacturing operations to Mexico and get it closer to home. Cut cost and supply intervals, make production more scalable and also reduce risks of geological, meteorological and geopolitical events.

    I think Windows 8 will belly flop. It is sorry copycat software. Okay, well maybe that's a tad too harsh. AAPL is still potentially a $1,000 stock however going on out for 2 to 3 years. APPL products still work better than anyone else's. They just don't work WITH anyone else's (flash and java). Their products are very high priced, overpriced on the top end actually, but generally worth it for those who can afford it.

    I can tell you there is a huge move in the web technology area for "mobile first responsive designs." This is going to knock out a lot these platform specific applications that have to be custom developed for iOS and Droid. Advanced deployment of HTML 5 and browser technology are going to enable cheaper devices to do a lot more without custom apps. So the mobile device business AND the telephone business is going to change. If AAPL made the right moves, they could actually take over the phone business completely. A Skype type application, and a cheap phone and a data plan is all they need. The actual phones and tablets will become commoditized from a hardware standpoint and you won't see many phones higher priced than $150 or many tablets higher than $250. The big money will remain only in communication, software services and content.

    And like I said earlier, does AAPL now have the talent and vision? Remember when Steve Jobs referenced Wayne Gretzky's quote about seeing where the puck is going to be and then skating to it. Can they manage stay ahead of the puck?

    I am going to buy back in to APPL at this point. However, I don't plan to buy it with the intention of keeping it too long. This is one you really have to keep your eye on. And let me add, not through your rear-view mirror either. Eyes up and forward on this and all tech stocks. Past perfornance here is surely no guarantee of future success. I almost would not even consider it or certainly be careful about giving it too much weight.
    Nov 9, 2012. 09:07 AM | Likes Like |Link to Comment
  • What If Apple Weren't A Tech Stock? [View article]
    I agree 100% with what David Gordon just said. You have provided some great insights and wisdom. I never evaluated it from that angle until now.

    My biggest concerns are the changes in management that are going on with AAPL and the general direction of the market.

    Thanks.
    Nov 8, 2012. 11:43 PM | Likes Like |Link to Comment
  • Apple Likely To Miss Earnings Estimates [View article]
    Paulo, my man. Shave your head and become a monk. Dude. You laid out a prediction. Man, you are not exactly Nostradamus.

    I got a pleasant surprise today. My boss bought all the leadership staff a new iPad with her personal money. Those were obviously in the sales numbers for last quarter.

    That was totally unexpected. A total unknown surprise. I defer unto you now some great words of wisdom from my esteemed cousin, "twice removed" Secretary of War, er, uh Secretary of Defense Donald Rumsfeld on "Unknown Unknowns:"

    http://bit.ly/I5Pgbb

    The iPad I got today was an "unknown unknown." It was a "surprise."

    I have another video for you about "surprises:"

    http://bit.ly/AsznHI

    Hey, I am your cousin Goober because I agreed with your analysis.

    We should be on Jimmy Kimmel Live. Makes me wonder why I am a "leader?" Jeez.
    Apr 25, 2012. 11:16 PM | Likes Like |Link to Comment
  • Apple Blundered A Little With The New iPad [View article]
    "Ah, the old five finger pinch trick." - Maxwell Smart
    Apr 19, 2012. 11:27 AM | Likes Like |Link to Comment
  • Apple Shouldn't Do Anything About Its Cash Position [View article]
    Great article, Mr. Jun. Do you happen to know where the Apple assets are currently invested? How much is overseas and in which countries? How much of a penalty would be excised for investing x dollars in y country? For example, say some of it was earned in China and in a Chinese bank. Then say they wanted take that money and invest in Indonesia, Thailand or the US? I am guessing everyone gets a shot at some part of that money from a taxation standpoint? Anyone know?
    Mar 7, 2012. 12:21 PM | Likes Like |Link to Comment
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