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Jlt01

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  • The Most Absurd Apple Analysis Ever [View article]
    We need to keep in mind that Apple has an integrated offering involving one of the worlds most sophisticated Operating Systems. Having made my living in large scale integrated software solutions, I know it takes time and lots of effort to get it right. Think how long it takes Microsoft, Intel and its developer community to accomplish a major release.often years. I applaud the Tim Cook regime because not only is their integration task Software based (Operating System, Applications,Developer Kits, and services all which must migrate at the same time) it also involves an unbelievable array of hardware..all migrating together to function seamless to the end user in a simplistic way (OMG what an effort). In addition to managing their vertical technology business model they are also dealing with logistics that few companies ever dream of creating let alone executing.

    I come from technical world and I understand the aspects of timing,level of effort and delivery and the way it must be orchestrated to succeed. Further, I understand why investors and financial heads get impatient with Apples timing on new product releases. Few if any have ever managed such an endeavor and lack external benchmarks for comparison. They know that Samsung turns out watches and gadgets and phones every three months so why cant Apple. Well guess what, they are truly comparing Apples and Oranges. In the end, the vertical integration model will win out because it aligned with the way we as human beings interact within our world and that is in a connected and integrated fashion. That's why their Operating System (the crown Jewel that no one else can duplicate..ask Microsoft and Google) will follow us into the home, in the car and everywhere we are mobile on this planet and in the future perhaps beyond.

    I have patient because of my professional and entrepreneurial experience in developing integrated large scale software solutions for fortune 500 enterprises. The "Appl Longs" will be rewarded for supporting Apple because the company is well position financially to carry its mission even if the financial types fail to see the big picture. Remember, this is not a gadget company churning out cheap products and "POINT SOLUTIONS". Strategically, Apple's solutions will become a part of our daily lives embedding their integrated technology into the fabric of what we do on a daily basis. I like their focus and resolve...no other company is better positioned do accomplish this unbelievable task. At least not in our lifetime.

    Mar 19 10:07 PM | 2 Likes Like |Link to Comment
  • The Most Absurd Apple Analysis Ever [View article]
    We need to remember that Apple has an integrated offering involving one of the worlds most sophisticated Operating Systems. Having made my living in large scale software development for integrated solutions, I can attest that it takes time and lots of effort to get it right. Think how long it takes Microsoft and Intel and its developer community to accomplish a major release.Often years. Now I for one applaud the Tim Cook regime because not only is their task Software based (Operating System, Applications and Developer Kits all which must migrate at the same time) it also involves an unbelievable array of hardware.All migrating together to function seamless to the end user in a simplistic way (OMG what an effort). Now on top managing their vertical technology business model they are also dealing with logistics that few companies ever dream of building the expertise let alone to executing.

    I come from technical world and understand the elements of timing, level of effort and end result orchestrations. I also understand why investors and financial heads get impatient with Apple's timing and introduction of new products. Besides none have done it at this scale in addition to having no other company to compare it to. They think about Samsung turning out watches and gadgets and phones every three months so why can't Apple. Well guess what, they are truly comparing Apples and Oranges. In the end, the vertical integration model will win out because it will better mirror the way we as human beings interact within our world and that is very connected and integrated fashion. That's why their Operating System (the crown Jewel that no one else can duplicate.Ask Microsoft and Google) will follow us into the home, in the car and everywhere we are mobile on this planet and in the future perhaps beyond.

    I have patient because of my professional and entrepreneurial technical experience. The "AAPL Longs" will have their day because Apple is well position financially to carry out their mission even if the financial types don't see the big picture. Remember this is not a gadget company that makes cheap products. Their aim is become a part of our daily lives by embedding technology to assist in accomplishing daily tasks. I like their focus and resolve..
    Mar 19 09:38 PM | 8 Likes Like |Link to Comment
  • Why Apple's 5c Phone Pricing Makes Perfect Sense [View article]
    Very clear thinking from the inside of the heads of Apple executives. China could create an issue in demand supply equation at launch. No doubt the complexities that exist in there world in terms of channel and inventory management is beyond the grasp of any wall street analyst. Way too many moving parts to the Apple engine and without the details which Apple execs have there is no way in the world someone on the sidelines should play Monday morning quarterback. I am with you..trusting the management team in making the right decisions. Thanks for thinking outside of the greedy wall street box!
    Sep 12 05:58 PM | 8 Likes Like |Link to Comment
  • Samsung (SSNLF.PK), unsurprisingly, plans to appeal its harsh legal loss to Apple (AAPL). Apple's response to the jury's verdict: "We applaud the court for finding Samsung’s behavior willful and for sending a loud and clear message that stealing isn’t right." Samsung's response: "It is unfortunate that patent law can be manipulated to give one company a monopoly over rectangles with rounded corners, or technology that is being improved every day by Samsung and other companies." (more[View news story]
    The Apple haters are not going to like this. Time for the APPL shorts to come out fighting...come on lets hear it:
    Aug 25 02:35 AM | Likes Like |Link to Comment
  • Apple: This Is The Week That We've Been Waiting For (Part 2) [View article]
    I might add that without a world class desktop OS let alone an iOS equivalent, its going to be difficult for Google to lead the Mobility era. It has taken Apple and Microsoft as well scores of years to build their respective OS (operating systems) and it highly doubtful that this core ingredient will be replicated by any other company in our lifetime. The real question is Microsofts response. Can they effectively compete with the vertically integrated business model of Apple and along with its powerful eco-system driven by a world class of services that's quietly becoming the super glue of their marketing. Unbelievable that the analyst and investor community do not see this. It is as if they are living in disbelief as its happen in real-time right before their eyes. Remember the dawn of the internet, the Apple owned Mobility industry is much more than we think. Imagine if you had their assets and the $110 billion in cash what would stop you from industry domination and a trillion dollar market cap..Answer nothing. The pundits will continue to yawn as the vice continues to get tighter and tighter so much so that your next car purchase may be swayed by the presence of an Apple ecosystem. On that day the roosters will come home to roost and we can enjoy them as pundits. IT is amazing that we are witnessing disruption after disruption on a quarterly basis while the so called experts are yawning!!!
    Jun 13 05:22 AM | 5 Likes Like |Link to Comment
  • Time To Rethink Your Apple Investment? [View article]
    Ok...this is a developers conference isn't it. Software not hardware focused. Remember Mr. MM, the non tech investor, it takes very high quality, highly integrated software platform to run their devices.
    Since many investors do not understand or even comprehend the technological advantage of their Eco-System, it is easy to say that the competition is catching up. If someone like Samsung puts out a phone that looks like the iPhone, the technical ignorant would say, wow they are closing in on Apple. Far, far from the truth.
    I spent many years as a software developer and I can tell you that the utility that the Apple software platform and infrastructure brings to their hardware offerings is enormous. It would take scores of years if not decades to re-invent their software driven ecosystem not to mention the vertically integrated business model, hardware engineering, scalable manufacturing capability and marketing execution. All of that my friend is worth it's valuation of $500+ billion dollars not considering it's $100+billion in cash/near cash assets. It just may take that amount of resource to recreate their business let alone passing them up while they are moving ahead.
    Who do you think has a vertically integrated Business model with a WORLD CLASS ECOSYSTEM THAT IS HIGHLY INTEGRATED AND RUNS ON THE PORTFOLIO OF COMPUTING , ENTERTAINMENT AND COMMMUICATINS DEVICES that is closing in on Apple. If you find that company, then you should re-think your investment in Apple and let the rest of the world know. We await your findings and detailed investment analysis.
    Jun 12 06:53 AM | 5 Likes Like |Link to Comment
  • Apple: Some Cause For Concern? [View article]
    Ok I listening once again. Good job.
    May 1 12:16 PM | Likes Like |Link to Comment
  • Apple: Some Cause For Concern? [View article]
    Bill, good overall analysis. It would be great if we could send a trend of the commodity cost as an overlay. That could reveal even more insights. Fact is that with such a global, ever expanding operation how US based analyst along with their foreign counter parts, get a handle on all the moving parts to this enterprise. Enough so that the red flags often followed be white flags do not fly like a kite in the wind but rather have some relevance to guide investors. This enterprise called Apple is in a new orbit, one of its own, we all need to try and step back on create better ways to understand and predict its path.
    Rhiannon, comments I feel is an echo of my concern. By the way did you publish a q2 forecast and if so how did it measure up.
    May 1 12:08 PM | Likes Like |Link to Comment
  • On The Future Of Apple's Growth [View article]
    Skydrive that's all the common user needs is another drive to refer to. Keep it simple please and on theme...It Just Works. You are obviously a power user who needs to interact with the computing environment the old way. Welcome to the post PC era .... You I'll eventually show up and we will welcome you in the Apple future. "cross account...device sync...access to home PC.". Now let me explain that to my 83 year old mother who has an iPad, IMac and iPhone..

    We will see you and Microsoft on the other side but bear in mind we are not standing still in the meantime. Imagine when you get there after win8 sp1 the gold post will be at least 2 years out. Our rear view mirror is in position.
    Apr 28 01:29 AM | 1 Like Like |Link to Comment
  • On The Future Of Apple's Growth [View article]
    GREAT, GREAT article. Few understand that the Apple moat is iOS and OSX which in the near future will be completely integrated sharing the well over 600,000 applications and growing. As Microsofts history has shown it is the applications that make for a powerful, far reaching OS platform. Apple expertise in the object based OS platform along with its vertically integrated business model has dramatically expanded the device platforms that uses its OSs (soon to be singular in OS).

    Few analyst understand the power of their software platform especially the Cloud capability. In the earnings call when Tim Cook was trying to explain that he does not see a need to converge the notebook offering with the tablet he handled that explanation well in concluding that they will not go in that direction, even though others will. Not mentioned in his response was the fact the with iCloud, one can choose the device that best suits the situation and not get disconnected from their creation or consumption tasks from one device to another. It's like you don't have to carry the one size fits everything device, yet can be free to choose which one fits the task at hand. This is device freedom. For example today I have a quick trip to New York, no need for a heavy notebook just pack my iPad. Next week I go to LA for a week long meeting, their I will take my Mac Book pro because of the task at hand knowing that iCloud is their to keep my devices synchronized.

    Convergence not always best like Tim Cook mentioned in his comment about combing the toaster and refrigerator--sure you can do it but does it make sense. As long as Apple,s powerful software and iCloud moat exists its empire will grow and analyst will continue to get each and every quarter estimate wrong. To the analyst ..this is all new and until you understand the software component of the Apple offering --which will only come when you have an iMac on your desk instead of PC--you will always misjudge the APPL potential and miss the earnings boat.

    Sometimes I feel like saying " It's the software stupid". Yet when I see great articles like this one, there is a ray of hope at the end of the APPLE rainbow.
    Apr 27 02:32 AM | 4 Likes Like |Link to Comment
  • Apple Earnings Preview: Don't Expect The Moon [View article]
    I agree with comments above. This is a well written article and analysis. It does have balance and a calm voice upon which to get it words across to the ready. I am long apple as an investment and not a trader. Thanks for your opinion.
    Apr 23 06:01 AM | 1 Like Like |Link to Comment
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