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Sir Ebitda

Sir Ebitda
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  • eBay downgraded over Apple Pay [View news story]
    Yeah Gene and Apple is going to release the Apple TV this year.
    Sep 10 05:56 PM | Likes Like |Link to Comment
  • Why Apple's New Mobile Payment Solution Will Not Affect PayPal [View article]
    Apple is supposedly getting ~0.20% per transaction rebate. Since most of PayPal is tied directly to checking accounts and consequently much more profitable, acquisition of PayPal by Apple seems very likely. Icahn definitely wants it out there for auction that's for sure.
    Sep 10 10:26 AM | Likes Like |Link to Comment
  • Why Apple's New Mobile Payment Solution Will Not Affect PayPal [View article]
    PAY is one of the AAPL partners on yesterday's rollout.
    Sep 10 10:17 AM | Likes Like |Link to Comment
  • Why Apple's New Mobile Payment Solution Will Not Affect PayPal [View article]
    Also consider PayPal can be in ApplePay if they negotiate just like the banks did.
    Sep 10 09:54 AM | Likes Like |Link to Comment
  • Why Apple's New Mobile Payment Solution Will Not Affect PayPal [View article]
    ApplePay will work with ANY merchant that has a contactless terminal. Stores can buy these plug ins on Ebay for $50. What Apple DID NOT disclose yesterday though was VERY SLICK. NFC currently qualifies for Visa & MC "keyed" interchange rates. It does NOT qualify for the lower "swiped" interchange.

    What are stores going to say about ApplePay when they realize their monthly credit card processing bill is going to go up 20%??!!
    Sep 10 09:50 AM | 1 Like Like |Link to Comment
  • Apple's iPhone 6 Market Impacts [View article]
    MARK: What will stores say when they realize their monthly credit card processing bill will go up 20% when they have to pay "keyed" interchange for NFC transactions instead of the lower "swiped" interchange?
    Sep 10 09:40 AM | Likes Like |Link to Comment
  • Update: Apple Announces Apple Pay [View article]
    INTEGRATOR: Great the banks are giving an interchange rebate to Apple. But did anyone ask the stores if they want to pay for this? NFC qualifies for "keyed" interchange which is 20% higher than "swiped" interchange. How many retailers are going to want to take ApplePay when they realize their credit card processing bill is going to go up 20%???!!!
    Sep 10 09:24 AM | Likes Like |Link to Comment
  • Apple's iPhone 6 Market Impacts [View article]
    Apple Pay uses NFC which is the higher keyed rate for merchants. Will merchants accept the higher rate?
    Sep 9 11:59 PM | 1 Like Like |Link to Comment
  • Why Apple's New Mobile Payment Solution Will Not Affect PayPal [View article]
    I think the PayPal spinoff is now guaranteed. PayPal must be spun off so it can operate independent of eBay.
    Sep 9 07:43 PM | 3 Likes Like |Link to Comment
  • Time To Revisit eBay And The 'Story' [View article]
    F&G: Tomorrow Apple announces what many anticipate to be their entry into mobile payments. Any chance PayPal will be in Apples "iWallet"?
    Sep 8 05:34 PM | Likes Like |Link to Comment
  • Apple: Mobile Payments Will Require Partnerships And NFC [View article]
    "The case for the inclusion of NFC within the iPhone has always been a fairly speculative one as far as Apple is concerned."

    What planet you live on? Apple has been building this NFC product for years.
    Sep 5 09:22 PM | Likes Like |Link to Comment
  • Amazon: The Twitch Acquisition Is, For Now, Highly Irrelevant [View article]
    Many analysts have not discussed Google's possible fake out. Ever watch the reality show "Storage Wars" where bidders try to win abandoned storage lockers? A tried and true strategy is to bid a locker up and drop out at the last second to make your competitor pay through the nose for a bunch of junk. Google already has YouTube and a superior technical infrastructure so my guess is that in 2 years they will OWN Twitch's space. Very likely Google bid up Twitch to entice Amazon to overpay. Now Amazon is going to watch another $1B evaporate.
    Aug 29 10:42 AM | 6 Likes Like |Link to Comment
  • One Thing Is Odd [View article]
    As an analyst you are right to be upset but as a trader this is the playground you choose to play on so you have to suck it up and accept it. What I mean is that as traders we know we are dealing with liar's and cheats who will employ whatever means necessary to achieve their objectives. Paid off analysts and brothel investment banks and attorneys come with the territory and we should adjust our trading accordingly. Case in point: 1/30/2014 AMZN pre-report action followed by miss after market closed.
    Aug 22 05:44 PM | Likes Like |Link to Comment
  • One Thing Is Odd [View article]
    It would be interesting to hear from suppliers if the float is being extended by Amazon, which would indicate the cash crunch has finally arrived.

    My feeling it is like the the little boy Hans Brinker with his finger in the dyke, some little far flung bill is not going to be paid and then there will be a domino effect. It would be nice to know what that first domino will be though.
    Aug 20 12:06 AM | 3 Likes Like |Link to Comment
  • Payments Not Guaranteed To Pay Off For Amazon, No Immediate Threat To PayPal [View article]
    From: http://bit.ly/1qd2QMa

    B3.2.4Cards. You may use registered Cards to pay for goods or services. You may be required to verify that you control the Card accounts that you register prior to using the Cards for transactions or to obtain additional payment privileges. YOU MAY NOT USE CARDS TO MAKE PAYMENTS TO YOURSELF OR TO ADD MONEY TO YOUR ACCOUNT. If you use your Card to send payments for transactions that do not involve the sale of goods or services, you may be charged a cash advance or other fee directly by your Card issuer. We are not responsible for these fees.

    Anyone who does this, even with wife's card, you could lose your merchant account.
    Aug 15 02:20 PM | Likes Like |Link to Comment
COMMENTS STATS
99 Comments
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