MightBuyOneNow

12 Comments

    • ON: Mon Oct 6th 08:23 AM
      Commented on:
      iPhone Sales Drastically Surpass Q4 Consensus; Apple Reaches 10m Goal
      Gee...all the other smartphone makers are reporting bad news, and aapl falls badly. It didn't occur to anyone that Apple is stealing market share from them and forcing them to spend big bucks trying to move faster and update their devices? Nah...couldn't be, that would be far too logical.
      View article »
    • ON: Tue Sep 9th 09:24 AM
      Commented on:
      Are Global Smartphone Sales Poised For Takeoff?
      Many seem to missing a key point about the expense of smartphones in developing markets. Is a smartphone more expensive that a cheap handset? Yes. But, in these markets the masses don't have computers at home. So, either they forgo the internet or the spend money at internet cafes, or they finally invest a large amount to buy a computer for home. Now that smartphones have good web browsers, it's actually a cheaper alternative than visiting internet cafes or making the huge investment of a home computer with internet access. What's cheaper? An incremental enhancement to your smartphone, or continually visiting cafes or buying a home computer? Today's smartphones are actually small computers, and the most efficient way to join the wired world. So, in fact, smartphones will become the CHEAPEST way to achieve connectivity in developing countries. Check out the 5-8% numbers for home computers in India and China and it's easy to see the opportunity. It was a guy from Mexico who started helping me understand how the populace in developing countries approach this problem from a very different point of view.

      So, smartphones may be more expensive than a plain old handset, but they are the cheaper alternative when all costs and alternatives are considered for being part of the wired world. The obvious advantage of 'always with you' still applies to other countries, but it's just a nice feature for them as opposed to the big feature it is for us.
      View article »
    • ON: Fri Aug 15th 11:26 AM
      Commented on:
      How Apple Stock Should Be Valued: P/FCF
      Great article and right on the head. And "the Graduate" you've just asked the question that I've been wondering -- what other companies use the subscription method of accounting? Apple cannot be unique here, and if they are, why?

      The other key point that continues to bother me is the "perception vs reality" idea that Andy makes so well. If conventional evaluation method don't work for Apple, why should we expect it's price to reflect it's true valuation? It will always been dragged down by the traditional method and there will always be many (I assume decreasing over time) that can't properly evaluate Apple. So it seems Apple investors' challenge is not understanding profitablity, but guessing when a critical mass of others figure it out. Ah...there's an easy task.
      View article »
    • ON: Fri Jul 18th 10:17 AM
      Commented on:
      Why I'm Shorting Apple Ahead of Earnings
      Great article! Well worth the read. I agree on the GM from the Shuffle and iTunes side as I've written in other chats. I must admit that despite that, I'm unsure on the iPod numbers for this quarter, this may be the last time they look good before the larger margin pods get eaten by the iPhone. Mac numbers will be very good by all accounts.

      The question of the guidance for next quarter I think is key. Will Apple conservative approach cause a big stir? Will it be surprisingly strong, perhaps with knowledge of pending deals and iPhone success in so many countries? I'm on the sidelines, but ready to pounce on a decline.
      View article »
    • ON: Wed Jul 16th 08:23 AM
      Commented on:
      Apple's 3G iPhone Appears Profitable
      At least here in Canada, I can tell you your assumption that
      "It’s also likely that Apple had a larger stock of 16GB devices due to higher demand for larger capacity historically" is not true. Stores have had more 8GB unit vs 16GB units. The Rogers stores I was in yesterday finally got replenished after being sold out....and *all* the new units were 8GB, so I walked out without getting one (again!).

      I agree the demand is higher for 16GB, but at least here, the supply is higher for the 8GB. Maybe Canada is getting the 8s because of higher supply of 16s elsewhere -- who knows?
      View article »
    • ON: Wed Jul 9th 11:22 AM
      Commented on:
      Apple's iPhone to Capture Chinese Internet Market
      This is right on! I was on a discussion forum many weeks back where a fellow from Mexico described the same premise from a personal experience. It's tough for us to really understand that in some countries "computers in the home" is strange concept. Once we get that, this article is bang on about what that means to iPhone sales and why a China deal will be such huge catalyst to the stock price.
      View article »
    • ON: Tue Jul 8th 12:00 PM
      Commented on:
      iPhone Can Replace Laptops for Majority of Computer Users
      Question re: "Keep in mind, all of this browsing has occurred on the slow 2.5 EDGE network with only a few million iPhone's in service"

      Can we really say the iPhone usage came via EDGE vs iPhone via WiFi? I always assumed the stats didn't differentiate the connection, only that the usage came from an iPhone. Would be truly interesting to compare iPhone usage via EDGE vs Wifi.

      BTW - I agree with your premise. The iPhone is a computer in your pocket, not a phone. I think with the new apps from the App Store, the rest of the world will finally get it too.
      View article »
    • ON: Thu Jun 12th 23:47 PM
      Commented on:
      iPhone in China - What It Will Mean
      CNBC's Jim Goldman's interview with Steve Job's clearly states "that you'll see announcements" later this year regarding China. Why do we still talk like it's "iffy", he wouldn't be making statements like that on such an important topic unless they know that is the case.

      www.cnbc.com/id/158402...
      View article »
    • ON: Tue Jun 10th 14:58 PM
      Commented on:
      Seven Overlooked iPhone 3G Details
      How does aapl still get away with deferring the income over 24 months? The tax man will be okay with that?
      View article »
    • ON: Wed May 7th 12:17 PM
      Commented on:
      Apple Links Higher Sales with Higher Prices
      On the other hand, I felt it was time to try a Mac, but when it came down to purchase time, I could not deny my frugal core and bought another PC. Geez, Vista really does stink, but I could not follow through and spend more for something I really didn't know . I may have been happier now, but I couldn't pull the trigger to spent more for the unknown. Maybe next time...
      View article »
    • ON: Tue Feb 26th 01:35 AM
      Commented on:
      Why iPhone Unlocking is Growing Every Day
      I still don't get the upset over unlocking. Apple gets unheard of margin for a techie device, and it's seen as a bad thing? Seems like complaining about being a starving man and only receiving a thick juicy steak instead of a think juicy steak plus dessert.

      If the AT&T deal had never existed, wouldn't everyone be raving about being able to sell 10 million new devices at $399-499 with great margins even before the 2nd year is out? What am I missing?
      (www.alleyinsider.com/2...
      View article »
    • ON: Mon Feb 25th 11:59 AM
      Commented on:
      Why iPhone Unlocking is Growing Every Day
      This is good news for me. I didn't know this was really that easy, I thought you had to be super-techie to unlock and was really risking do the 'brick' thing. I'd love to get the iPhone but currently need to run the term out on my existing contract. Maybe I don't have to wait, I'll check out these tools, and if I feel comfortable I'll finally get the iPhone I have been conveting!

      To the Apple fans, please...any information is worthwhile. You may not be getting the AT&T piece, but you will be getting the purchase. It's not all bad.
      View article »
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