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Sir Ebitda

Sir Ebitda
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  • Amazon Trades For 370 Years Of Earnings, Jack Ma Thinks It Might Not Be Here In 20 [View article]
    I understand the premise of this article but for it to be true, I would think that by now at least http://www.11main.com would be up. Until BABA even has a real presence here in USA it is hard to extrapolate AMZN bankruptcy.
    Nov 24, 2014. 01:08 PM | Likes Like |Link to Comment
  • Apple Can't Afford To Concede Market Share - I Don't Think It Has To [View article]
    A little over a year later and the stock is a $819!!!!
    Nov 21, 2014. 06:32 PM | Likes Like |Link to Comment
  • Amazon On Watch After Options Activity [View article]
    ORANGE PEEL: You must be talking about the January 2017 300 Calls??!!
    Nov 17, 2014. 12:16 PM | Likes Like |Link to Comment
  • The Future Of Apple Pay [View article]
    So how does Apple get 100 million people to cut up 500 million cards in USA, and then replace them with Apple Pay Card? Let's say you have a United Airlines Rewards Visa, with 250,000 miles on it, a credit line of $50,000 and you tell me to cut it up for an Apple Pay Card?

    So how does Apple get 15 million COMPANIES to cancel their merchant accounts so they can accept Visa, MC and Amex. You have a company that takes $15,000 a DAY in Visa, MC and Amex and you want me to terminate that account so I can take Apple Pay Card?

    The underwriting, credit review, authorization and settlement (funding) ecosystem incorporating the world's largest banks (JPM, BAC, WFC and many others) and payment networks (V, MA, AXP) was built over a period of 50 years.

    There is so much that this article glosses over that it does not rate to the level of even an elementary school class report.
    Nov 7, 2014. 12:13 PM | 2 Likes Like |Link to Comment
  • The Future Of Apple Pay [View article]
    This whole article is stupid. The entire premise is that once the NFC terminals are installed, Apple will just step in and issue one card and everyone in the country will cut up their Visa Rewards cards, their Costco Amex cards, their United Mileage cards, they will cut up all 500 million cards in one day and replace them with an Apple card and that will be that.

    In addition this article makes the dumb assumption that Apple can step in overnight and replace the 100 million merchant accounts that banks have setup over the past 50 years so that businesses can take credit cards. How does Apple step in and replace, Visa, MC and Amex for authorization and SETTLEMENT?? Only a bank can do settlement. This article and the blind acceptance of it above is what is awful about Seeking Alpha.
    Nov 7, 2014. 10:05 AM | 2 Likes Like |Link to Comment
  • Did Apple Pay Just Lose Billions? [View article]
    Wrong, retailers will NOT have to spend billions. Retailers have to upgrade anyway for EMV by 10/2015. NFC is part of the EMV spec.
    Oct 30, 2014. 10:16 AM | Likes Like |Link to Comment
  • Did Apple Pay Just Lose Billions? [View article]
    As usual Micheal Blair can't get the facts straight.
    Oct 30, 2014. 10:14 AM | Likes Like |Link to Comment
  • Did Apple Pay Just Lose Billions? [View article]
    Cause some of these authors don't know $%^#$$#!
    Oct 30, 2014. 10:08 AM | Likes Like |Link to Comment
  • Did Apple Pay Just Lose Billions? [View article]
    Hold still while I photograph your finger at 2400 dpi!!!!!
    Oct 30, 2014. 10:07 AM | Likes Like |Link to Comment
  • Did Apple Pay Just Lose Billions? [View article]
    wrong, hash of finger print stored, not actual finger print. You need to bone up on this stuff.
    Oct 30, 2014. 10:04 AM | Likes Like |Link to Comment
  • Did Apple Pay Just Lose Billions? [View article]
    You don't know what you are talking about. They have to upgrade their terminals anyway to accept EMV (smartcards) by 10/2015 and NFC is part of the EMV spec.

    Duh.
    Oct 30, 2014. 10:03 AM | Likes Like |Link to Comment
  • Did Apple Pay Just Lose Billions? [View article]
    You don't know what you are talking about. Apple Pay also uses tokens in conjunction with the Secure Enclave so the real card number, is

    1. never in the phone
    2. never is transmitted through the retailer's system
    Oct 30, 2014. 09:59 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Alibaba, Apple Hint At Payment Partnership [View article]
    You don't know what you are talking about. When they turn it back on for their new Current C, Apple Pay will work again.

    And besides Current C just plain sucks. It is not even tied to a credit card, heck it is not even tied to a bank account, you have to load a wallet first before you can even use it.

    This is a bad publicity stunt that will blowback on them. They will restart Apple Pay within a year.
    Oct 28, 2014. 08:16 AM | 3 Likes Like |Link to Comment
  • Can Apple Save IBM From Itself? [View article]
    I would hardly put IBM in the same class as GTAT. BIGGER will always structure deals to their advantage over SMALLER.

    You are missing the point. IBM gives Apple deep inroads into ENTERPRISE and it helps create significant synergies. Oracle purchased Micros and Larry Ellison HATES Google. This is a tectonic shift in ENTERPRISE that will play out over the next five years and when people realize the magnitude of this partnership five years from now, it will be much too late.
    Oct 24, 2014. 01:06 PM | Likes Like |Link to Comment
  • Apple Pay Hoopla Shows We Have Hit Peak Apple [View article]
    Apple Pay is more secure than chip and pin because the card is not in the phone or the retailer database. Only a token is in the phone. The retailer does not get any information from the transaction.
    Oct 23, 2014. 07:06 PM | Likes Like |Link to Comment
COMMENTS STATS
145 Comments
142 Likes