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Julian Acosta

Julian Acosta
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  • Opaque Transparency: Dissecting Apple's FY 2015 Reporting Changes [View article]
    Helpful article, thank you.

    Don't most of you view the inclusion of Apple Watch in the "Other" category as a negative. I understand masking the ASP and other numbers but I think they know the sale volume and possibly the growth won't be comparable to iPhones or iPads. This is a way to control the headlines on Watch sales so they can put their positive spin on it, even if it's nothing substantial.
    Oct 28, 2014. 01:59 PM | Likes Like |Link to Comment
  • WSJ: Apple to merge Beats Music with iTunes as downloads drop [View news story]
    Do you have a position? Are you going to short it?
    Oct 24, 2014. 03:29 PM | 3 Likes Like |Link to Comment
  • Apple Media Advisory [View article]
    Even when using 2-factor auth, if someone had access to both my computer and my phone they could log into certain accounts of mine. Wouldn't you say that is a breach and not something that has to do with the shortcomings of the security system itself?
    Sep 2, 2014. 07:53 PM | Likes Like |Link to Comment
  • Apple Media Advisory [View article]
    You're entitled to your opinion but to look at it objectively:

    - If they are working with law enforcement it's possible that they are being purposely vague about how much they know about the incident. They may not be allowed to say much yet.
    - Since little is known about how the photos were obtained, it's possible that this was done by brute force/social engineering. Which would mean it was not a security failure, but a (possibly illegal) breach.

    I'm not trying to be some shill, but you're reading into things that we still don't have a lot of information on yet.
    Sep 2, 2014. 02:54 PM | 1 Like Like |Link to Comment
  • Amazon buying Twitch for $970M in cash [View news story]
    Why is that scary?
    Aug 25, 2014. 09:56 PM | Likes Like |Link to Comment
  • Take-Two -4.4% AH on light FQ2 guidance, Evolve delay [View news story]
    Evolve will sell better in that February slot. Too many big name games this holiday for a new IP to go up against. I see anything under $20 as a potentially good entry point. 2015 and 2016 will be big years with Rockstar games, and next-gen Borderlands in the pipeline.
    Aug 5, 2014. 07:23 PM | 1 Like Like |Link to Comment
  • Apple, IBM in far-reaching enterprise partnership [View news story]
    I would have expected this a year or two soon. But this seems pretty big nonetheless.
    Jul 15, 2014. 05:05 PM | 1 Like Like |Link to Comment
  • Amazon Has The Best Phone And May Develop The Best Ecosystem [View article]
    What it is about the Amazon ecosystem that would incentivize app developers to prioritize Amazon over iOS/Android?
    Jul 3, 2014. 03:39 PM | 5 Likes Like |Link to Comment
  • Google buys Songza [View news story]
    390 billion? Do you mean million?
    Jul 1, 2014. 04:47 PM | 1 Like Like |Link to Comment
  • More on Apple: HomeKit, 3rd-party keyboards, Touch ID, widgets [View news story]
    Well yes, it's a developers conference. It's the public and media that overhype it.
    Jun 2, 2014. 05:07 PM | 6 Likes Like |Link to Comment
  • A Tech Stock With Low P/E And High Growth Rates [View article]
    I trust the management as well. I think they have enough well-known IPs, enough talented studios, and enough money to become more consistent.
    May 29, 2014. 10:31 AM | Likes Like |Link to Comment
  • Time For A Take-Two Holding Pattern [View article]
    Seems like it's undisclosed. Probably $10-15 million max.
    May 19, 2014. 09:59 AM | Likes Like |Link to Comment
  • Time For A Take-Two Holding Pattern [View article]
    I do remember there being a question on the call about the revenue by region being low in Europe vs. NA. This should help.
    May 16, 2014. 02:33 PM | Likes Like |Link to Comment
  • Gigafactory talk gets dreamy [View news story]
    I don't think that's a fair to compare Model S sales to Nissan/Ford/GM. You're also looking at too narrow of a time frame. It will be more fair to make this critique in 5-10 years if it still applies (I am not saying it will or will not).
    May 15, 2014. 08:57 AM | 3 Likes Like |Link to Comment
  • Apple Is Acquiring A Fad - Not Quality - And That Is Troubling [View article]
    - It's a drop in the bucket.
    - Minimal downside.
    - Too early to wonder if acquisition philosophy has changed. This is just one and not yet a trend.
    - This is not about audio tech. It is about wearable tech. Sennheiser and Bose are not relevant.

    I don't 100% love the deal, but I don't hate it.
    May 9, 2014. 11:05 AM | 3 Likes Like |Link to Comment