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JsThoughts

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  • Apple Watch, MacBook, PC Industry Challenges (Podcast) [View article]
    The problem with the watch just now is its maturity relative to apps and known functionality. I don't think it is a bad thing if they do not sell like hot cakes early on. Let the early adopters get them and get a little maturity into them before they go to a much less forgiving massive market. I for one would like one but maybe not the first one.
    Mar 15, 2015. 09:01 AM | 4 Likes Like |Link to Comment
  • Apple: Dear iPhone 6, Meet Desay Mirror X5 [View article]
    I spent nearly 40 years working for Harware/ software and then software companies. They all had one really major problem. As they grew existing customers became a larger and larger portion of their revenue base until it became such a critical portion it could not be jeopardized. This was always a major constraint to "new" and "innovative" ideas because by introducing these innovations you frequently obsoleted hardware and software that had yet been written off or before a users perceived they had "gotten their money out of it". Of all of the companies I have ever seen APPLE has done the best dealing with this. In my judgement it is absolutely extraordinary. As long as they keep this up, all of these threats (real or perceived) have a VERY high bar to over come.
    Jan 15, 2015. 02:39 PM | 1 Like Like |Link to Comment
  • Larger iPhones May Be A Game Changer [View article]
    My wife is a very strong iPad user. Takes it everywhere. She has a small iPhone 4S to principal just make calls. She would also like to have a replacement "small" iPhone.
    Jan 14, 2015. 09:26 AM | Likes Like |Link to Comment
  • Apple Shows Profits Now In Devices, Not In Cloud [View article]
    Apple does not continue to defy the odds. They are playing the odds in order to maximize return to their investors. They are sweeping up the profits in their nice of the industry and letting everyone else chase market share. If you have to buy market share then something is wrong with your business model. Amazon does, Samsung does, Apple does not.
    Jan 13, 2015. 09:37 AM | 13 Likes Like |Link to Comment
  • Apple Pay Hoopla Shows We Have Hit Peak Apple [View article]
    Used it several times over the last few days and I love it. I just wish everyone had it so I could get rid of all of this plastic in my wallet (I would really like to git rid of my wallet completely). And yes it could impact my buying decisions and more importantly the decision on which credit card to use.
    Oct 22, 2014. 10:18 AM | 1 Like Like |Link to Comment
  • Apple's Big iPad Problem [View article]
    What is the difference between a mini iPad and a iPhone 6 plus. How about the difference between $250 for the cheapest iPad Mini and $750 for the cheapest iPhone 6 plus. In my book that is one hell of a lot of difference considering how incredibly functional that iPad mini is.

    In reality the biggest problem I think Apple is having with the iPads is how functional even all the old units are and how tough they are. I have an iPad 1 that just will not doe even when we let our grandchildren play with it.
    Oct 20, 2014. 10:05 AM | Likes Like |Link to Comment
  • Apple Earnings Preview: All Hail The iPhone 6 [View article]
    Kind of like the guy with the sign that says the world is going to end at the end of the year. Only problem is he has been there on the same corner and the same sign for the last 6 years. The only thing I can figure is he must figure that if he stands there long enough sooner or later he will be right.
    Oct 16, 2014. 11:50 AM | 3 Likes Like |Link to Comment
  • Apple Earnings Preview: All Hail The iPhone 6 [View article]
    I just upgraded my iPhone 4s to a iPhone 6 and consider the differences incredible. The screen is much improved and provides a sharper appearance. The phone is extraordinary compared to the 4S. The fact that all of the applications that I bought on my 4S run with no problems on my iPhone 6 is amazing. Anyone that really use their phones a lot would acknowledge the massive improvement. By the way 4 otter members of my extended family have also done the same upgrade and all of them agree that this was a massive change.
    Oct 16, 2014. 09:59 AM | 18 Likes Like |Link to Comment
  • Apple: Not So Cool Anymore [View article]
    Did a little walk around survey and the majority of the young people that I saw with phones had iPhones. Not sure it really matters any way since most of those phones were probably bought for them by someone else.
    Oct 15, 2014. 04:55 PM | 2 Likes Like |Link to Comment
  • Understanding Apple: The Important Details For iPad Event [View article]
    My interest is on the evolution of Apple TV. There is so much potential there. I currently have a Play Station and Apple TV. I would love to get rid of the play station. I have no interest in adding another system to manage my growing home infrastructure and would love to have Apple TV pick up this. It will be interesting to see what Apple will do. I also think that price point may be closer to that of a gaming system or around $300. For me there is not much difference between $150 and $300 if the system really works for me.
    Oct 14, 2014. 09:44 AM | 1 Like Like |Link to Comment
  • Apple Demand Explained By Thorstein Veblen [View article]
    This Author totally misses the point.

    Apple products work.
    Apple products work with each other.
    You can depend on apple to think through each product.
    You can count on 3rd party developers innovating and driving value.

    I have been an early adopter of technology for 30 years and Apple products are by far the most consistent in these areas as any technology company I have experienced.

    I do have one question. Did the Author ever buy a Yugo? Having a good feature list and being cheap does not mean it is a good buy.
    Sep 15, 2014. 04:55 PM | 1 Like Like |Link to Comment
  • How The Non-Subsidy Model Benefits AT&T And Apple [View article]
    On that last paragraph I think you meant to say for 2 year contracts after 18 months if you do not upgrade the profit goes directly to ATT's bottom line. With NEXT your payment does go down when you pay off the phone. If you realistically only want to upgrade every 3 years there is a LOT of difference in how much you would pay between the NEXT plan and the 2 year contract.
    Sep 15, 2014. 01:14 PM | Likes Like |Link to Comment
  • How The Non-Subsidy Model Benefits AT&T And Apple [View article]
    I actually was faced with the conundrum of going to a 2 year plan or sticking with a no contract family plan. I had T-Mobile and went back to ATT. I love T-Mobile as a company and their support was great but their coverage where I live was just terrible and really did not have a choice.

    I have 4 lines (Currently had iPhone 4S's) and 10GB of data. When I did the math getting new phones for all 4 lines and going with the 24 month payment plans the TOTAL cost was almost exactly the same. (within 5%) I had intended to switch to a 2 year plan but decided against it for two reasons. One - why have a contract unless there is real advantage to it. You really never know what will happen in the future. Two - when I went back and asked everyone if they really needed a new phone not everyone said yes. So I was able to go forward with some new and some old phones that were already "paid" for. THAT saved a bunch of money plus allowed us to stager our phone upgrades based on need. That means that some people can upgrade after 12 months, some after 18 and some every 3 years if it works for them. That is something that may not work to Apples advantage but sure helps the consumer.

    The caveat in all of this is, you can't really figure out what they are really going to charge you until you get a bill from ATT. Every time I get a new bill from them there are always surprises.
    Sep 15, 2014. 10:57 AM | 2 Likes Like |Link to Comment
  • Apple: Pay And Watch Offerings Unlikely To Move The Needle [View article]
    This author is pretty much clueless. He just does not get it. Existing analysis are based on existing products. Apples introduction of products will change those analytics. I have about a dozen items lined up to illustrate how Apples introduction changes the market. Probably pointless to make those arguments here though.
    Sep 11, 2014. 12:57 PM | 1 Like Like |Link to Comment
  • MarketWatch: 'Chinese Government Will Do Everything To Stop Apple' [View article]
    The challenge is how to confront it? If a government intervenes to tip the balance should the opposite government try to tip the balance back? Punish the offending country with terrifies? Can a corporation ever overcome that advantage other then temporarily? Should a deliberative body such as the world trade organization really police this kind of activity? (Can they?) What should we as investors program into out evaluations and consideration to accommodate such bias? Lot of good questions come to mind once you get your head out of the sand.
    Sep 8, 2014. 01:51 PM | Likes Like |Link to Comment
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