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  • Apple Lost Money On Foreign Investments? Mergers And Acquisitions Start To Make More Sense  [View article]
    "Missed M&A opportunities may have cost Apple shareholders even more over the past five years."
    This statement I find rather simplistic. I might counter with ...
    "Missed M&A opportunities may have saved Apple shareholders even more over the past five years."
    May 19, 2014. 12:06 PM | 6 Likes Like |Link to Comment
  • Can Apple Dominate The PC Market Too?  [View article]
    My personal experience supports your thesis. For well over 20 years I was a PC desktop/laptop/notebook user beginning with MS DOS command line (opsys by opsys version) through Windows 8 never ever tempted toward Apple anything. But disappointments with Motorola and Nokia cellphones guided to purchase of my first iPhone. Need for synchronisation via the cloud soon resulted in an iPad then an iMac and a MacBook Air. I hated and resented having to climb the iOS & various iAnimal Mac operating system learning curves but I gritted my teeth doing it anyway. Now I am hugely relieved not to need expensive multiple registry tweakers and anti-virus programs along with their complicated installation, error-prone updates. I am totally immersed in the Apple ecosystem with no desire or need to return to the often frustrating PC/Windows environment no matter what cost benefit might exist! Critics scream Apple products are outrageously priced; I respond "you get what you pay for."
    May 11, 2014. 05:02 AM | 23 Likes Like |Link to Comment
  • Apple: Why Do The Bears Get It Wrong?  [View article]
    I offer a further twist to your worthy analysis of why Apple's strategic focus is not well tolerated by tech investors in particular. Assume Apple successfully releases a "new beastie" on a frequency of once every five years. Because a majority of tech investors/analysts are akin to adrenalin junkies they soon demand instead another beastie every three or four years. Give them that and they clamour for a two year "fix." Achieve that and they must have new introductions every year. When their "fix" is overdue multitudinous judgments descend: lost creativity, no more mojo, new CEO no match for the former, resting on laurels, complacency, competition eating lunch, blah-blah-blah. Their "need for speed" can drive them to the short side to assuage their impatience. They become so intent upon the trees they lose all appreciation for the forest.
    Apr 26, 2014. 01:51 AM | 2 Likes Like |Link to Comment
  • Apple: Why Do The Bears Get It Wrong?  [View article]
    Probably you will be pilloried for offering only anecdotal opinion devoid of convincing statistical support, but I believe your hypothesis is valid. I was once a Microsoft devotee back as far as DOS command line entry thereafter loyally on through to windows XP. I had no interest whatsoever in Apple anything. But I bought an iPhone contrary to my historic disinclination toward Apple. With a toehold in Apple's ecosystem I soon demanded effortless interconnectivity, which gave rise to an iPad, the iCloud,and eventually iMac. There well may be individual devices that are equal or superior to those of Apple, and without doubt there are cheaper products. But I am happy with the devil I know and will probably never leave the Apple environment. I think my experience illustrates your argument.
    Apr 25, 2014. 12:17 PM | 13 Likes Like |Link to Comment
  • With All That Cash, Who Will Apple Buy Next?  [View article]
    Apr 25, 2014. 01:39 AM | Likes Like |Link to Comment
  • With All That Cash, Who Will Apple Buy Next?  [View article]
    Apr 25, 2014. 01:38 AM | Likes Like |Link to Comment
  • Will Apple Dump Qualcomm And Build Its Own Baseband? Watch Out If It Does  [View article]
    Do any of the wireless wise experts here care to opine on the possibility or lack thereof of an AAPL tender for QCOM?
    Apr 12, 2014. 06:04 PM | Likes Like |Link to Comment
  • An Apple Bear Makes The Case For Apple At $1,000 By 2017  [View article]
    "I have tried to fairly set out the bull case for Apple. In doing so I have attempted to capture the core sentiments of the commentators who have pilloried by articles on the bear case tempered by common sense and reason."

    Objective accomplished and well articulated, Michael. You are absolutely right to caveat the risk in the bullish case. I am betting Apple gets it right.
    Dec 24, 2013. 04:20 AM | 10 Likes Like |Link to Comment
  • Why I Own Intel  [View article]
    AE ... kudos for presenting a clear, concise, calculated and (for me) convincing argument for owning INTC. I do.
    Dec 22, 2013. 12:36 PM | Likes Like |Link to Comment
  • Apple Is Living On Borrowed Time  [View article]
    "One thing you can be sure of is that no company can remain at the top for long."

    THAT is a rather brash statement, sir. No company for long? Hhmmm ... methinks one has never heard of F, GM, IBM, ORCL, MSFT, JNJ, PG, MO, XOM, RD, BA, SLB ... oh forget it. Anyone who makes such a silly statement does not endeavour be taken seriously.
    Dec 22, 2013. 12:14 PM | 2 Likes Like |Link to Comment
  • For Apple, Market Share Data Is Not Relevant  [View article]
    Your argument will be persuasive to all capable of thinking multidimensionally; those afflicted by "market share" tunnel vision will scoff at it. One prolific SA Apple author bleater cannot pen a comment about the company without mention; he has a terminal affliction. Apple's products are much akin to Rolex watches. Some can afford them and some cannot. The latter console themselves with the facade that they don't want one anyway. Much the same applies to owning the stock. Well articulated, Kofi Bofah!
    Dec 22, 2013. 06:39 AM | 4 Likes Like |Link to Comment
  • Jabil Circuit Implosion Not Negative For Apple  [View article]
    Thank you for such extremely useful pronouncement. My whelm is definitely over-ed.
    Dec 18, 2013. 01:10 PM | 2 Likes Like |Link to Comment
  • Qualcomm Is Doing Great  [View article]
    Well reasoned, Ashraf. I am not in favour of headlines like "Is Qualcomm Volume a Slipping?" The author is better advised to state Qualcomm's volume is slipping if he so believes. Contrarily, we know exactly where you stand with "Qualcomm Is Doing Great." That, I respect whether I agree with your position or not. In this case I do accept your argument and agree with your conclusion. Thank you for posting.
    Dec 6, 2013. 06:26 AM | 2 Likes Like |Link to Comment
  • Memo To Apple Bears: Give Up For Now  [View article]
    Like your thought process, like your evidentiary examples, like your conclusions, & don't fear the furry bullies blundering about the investment woods. You missed, however, highlighting another important misjudgment of the myopically challenged family Ursidae; to wit, Tim Cook is not the idiot they so fervently portray. IMO Cook is far craftier and will see their hides tacked to the barn wall rather than his!
    Dec 2, 2013. 04:33 AM | 6 Likes Like |Link to Comment
  • Intel's Largely Ignored Data Center Group Make It A $30 Stock  [View article]
    Michael, this was a most enlightening slant on INTC for me. I have not read much analysis of the data center segment of the industry. What you argue seems reasonable enough although I am largely ignorant of server sector dynamics. You appear to have characterised the business appropriately ... "largely ignored."

    I am not on the same wave length with you on AAPL, but am long INTC and hopeful this article might result in INTC's data center business being looked upon positively.

    Kind regards, Kent
    Nov 25, 2013. 03:39 PM | 2 Likes Like |Link to Comment