wall street guy's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/155530/comments http://seekingalpha.com/article/71587-apple-facing-serious-downside-risk-morgan-keegan?source=feed#comment-146953 146953
And "Morgan Keegan, one of the best research houses on the Street"....says who ? I've worked on Wall Street for over 20 years, Morgan Keegan is not top tier anything.

I would welcome a pull back in the stock though...i want to buy in here.]]> Tue, 08 Apr 2008 10:46:14 -0400
And "Morgan Keegan, one of the best research houses on the Street"....says who ? I've worked on Wall Street for over 20 years, Morgan Keegan is not top tier anything.

I would welcome a pull back in the stock though...i want to buy in here.]]> http://seekingalpha.com/article/69010-can-apple-s-resistance-to-flash-content-last?source=feed#comment-128053 128053
Those "half billion devices" currently loaded with Flash....what good has that done for those devices ? You ever try using Flash-lite ? It sucks (and not just the battery) and that's why it isn't used much. This will do nothing to increase WinMobile's attractiveness vs RIM or Apple.

Now if MSFT could ever ship it's new Silverlight software for mobile, that may be something worth talking about. But again, these old time Microsoft apologists are just clueless to the real story out there.]]> Tue, 18 Mar 2008 07:05:10 -0400
Those "half billion devices" currently loaded with Flash....what good has that done for those devices ? You ever try using Flash-lite ? It sucks (and not just the battery) and that's why it isn't used much. This will do nothing to increase WinMobile's attractiveness vs RIM or Apple.

Now if MSFT could ever ship it's new Silverlight software for mobile, that may be something worth talking about. But again, these old time Microsoft apologists are just clueless to the real story out there.]]> http://seekingalpha.com/article/67641-iphone-in-your-business-pondering-the-roi-case?source=feed#comment-123490 123490
Mr Dignan...as a follow-up post please post a high level cost profile of the three ways to now get OTA PIM sync. It would be very interesting for many of your readers.]]> Fri, 07 Mar 2008 09:44:38 -0500
Mr Dignan...as a follow-up post please post a high level cost profile of the three ways to now get OTA PIM sync. It would be very interesting for many of your readers.]]> http://seekingalpha.com/article/67641-iphone-in-your-business-pondering-the-roi-case?source=feed#comment-123485 123485
The new Apple/MSFT combo is very appealing. Zero cost to add full sync and admin to our mobile devices. It might cause us to stay on Exchange and adopt iPhones (which are bleeding in at a high rate anyway)

]]> Fri, 07 Mar 2008 09:39:02 -0500
The new Apple/MSFT combo is very appealing. Zero cost to add full sync and admin to our mobile devices. It might cause us to stay on Exchange and adopt iPhones (which are bleeding in at a high rate anyway)

]]> http://seekingalpha.com/article/67639-8-reasons-to-buy-apple-stock-now?source=feed#comment-123476 123476
It is not some wall street guy trying to critique Apple's software development API's like i've seen on other seekingalpha posts.]]> Fri, 07 Mar 2008 09:28:23 -0500
It is not some wall street guy trying to critique Apple's software development API's like i've seen on other seekingalpha posts.]]> http://seekingalpha.com/article/67636-iphone-sdk-and-restrictions-some-of-the-details-arent-great?source=feed#comment-123463 123463
And isn't that what the 4 companies said (and demo'd) after using the beta for 2 weeks ?

So I wish these financial guys (like this bozo) would stick to talking about cash flows and P/E ratios....and stop trying to talk about technology development platforms.

And why no mention that this will be a fantastic game platform with hardware optimized graphics, full access to the 360* motion sensor and over the air game download ?

I could continue but this guy just probably wants hits and not details anyway. I don't know what seekingalpha is....just an opinion blog ?]]> Fri, 07 Mar 2008 09:18:13 -0500
And isn't that what the 4 companies said (and demo'd) after using the beta for 2 weeks ?

So I wish these financial guys (like this bozo) would stick to talking about cash flows and P/E ratios....and stop trying to talk about technology development platforms.

And why no mention that this will be a fantastic game platform with hardware optimized graphics, full access to the 360* motion sensor and over the air game download ?

I could continue but this guy just probably wants hits and not details anyway. I don't know what seekingalpha is....just an opinion blog ?]]> http://seekingalpha.com/article/67315-contrarian-indicator-analyst-buy-ratings?source=feed#comment-122570 122570
Basically it says to discount an analyst opinion and just trade on momentum.

Seeking Alpha should be avoided.]]> Wed, 05 Mar 2008 16:00:39 -0500
Basically it says to discount an analyst opinion and just trade on momentum.

Seeking Alpha should be avoided.]]> http://seekingalpha.com/article/65950-why-iphone-unlocking-is-growing-every-day?source=feed#comment-118747 118747
And nobody mentions that in the US the only networks this phone can run on is AT&T and T-Mobile since it is GSM and not CDMA. So is still driving growth to AT&T. I unlocked my iphone (which i love) to run some apps and i'm still on AT&T (which isn't bad at all).

This Kedrosky guy is a tool. He (like many) is grasping at straws trying to portray the iphone as a failure because pre-launch they predicted failure. Well now it is proven to work like a charm, is selling like crazy....and the only thing he can say is..."people are buying them but only to jail break them".

Again..who the f** cares. People are buying them and loving them, to the point of establishing a black market for them. You don't consider this a success ?]]> Mon, 25 Feb 2008 11:47:44 -0500
And nobody mentions that in the US the only networks this phone can run on is AT&T and T-Mobile since it is GSM and not CDMA. So is still driving growth to AT&T. I unlocked my iphone (which i love) to run some apps and i'm still on AT&T (which isn't bad at all).

This Kedrosky guy is a tool. He (like many) is grasping at straws trying to portray the iphone as a failure because pre-launch they predicted failure. Well now it is proven to work like a charm, is selling like crazy....and the only thing he can say is..."people are buying them but only to jail break them".

Again..who the f** cares. People are buying them and loving them, to the point of establishing a black market for them. You don't consider this a success ?]]> http://seekingalpha.com/article/65908-a-beautiful-mind-microsoft-over-google?source=feed#comment-118640 118640 > the train wreck called Vista,
> the revolutionary simple interfaced called Bob,
> the future of home internet called WebTV,
> the ultra portable platform called Origami,
> the personal portable watch device called Spot
> and the best of all....the hand gesture interface of the future called Surface PC (its a friggin normal PC with a bunch of jerry-rigged cameras under the glass and they still can't ship it)

So the idea here is that MSFT's user interface capability will allow it trump Google in search. Man, thanks for the laugh this morning.]]> Mon, 25 Feb 2008 08:18:39 -0500 > the train wreck called Vista,
> the revolutionary simple interfaced called Bob,
> the future of home internet called WebTV,
> the ultra portable platform called Origami,
> the personal portable watch device called Spot
> and the best of all....the hand gesture interface of the future called Surface PC (its a friggin normal PC with a bunch of jerry-rigged cameras under the glass and they still can't ship it)

So the idea here is that MSFT's user interface capability will allow it trump Google in search. Man, thanks for the laugh this morning.]]> http://seekingalpha.com/article/65882-research-in-motion-unlike-apple-no-slowdown-in-subscriber-growth?source=feed#comment-118633 118633
There is simply no logic here. Current massive price reductions by one company (RIMM pearl at $90) are a sign of strength while future price reductions at another company (APPL iphone rumor) are a sign of weakness. And there is no mention that RIMM is not raising its revenue numbers. The real story is that both RIMM and AAPL are benefiting from exploding demand in advanced phones. The iphone is in such high demand that there is a hot black market for the device with people hacking them to run in markets not yet supported. Mentioning how the competition will catch up to the iphone while not mentioning how the market will catch up to a blacberry shows further bias. This blogger is a hack and should be ignored.]]> Mon, 25 Feb 2008 07:59:43 -0500
There is simply no logic here. Current massive price reductions by one company (RIMM pearl at $90) are a sign of strength while future price reductions at another company (APPL iphone rumor) are a sign of weakness. And there is no mention that RIMM is not raising its revenue numbers. The real story is that both RIMM and AAPL are benefiting from exploding demand in advanced phones. The iphone is in such high demand that there is a hot black market for the device with people hacking them to run in markets not yet supported. Mentioning how the competition will catch up to the iphone while not mentioning how the market will catch up to a blacberry shows further bias. This blogger is a hack and should be ignored.]]>