Ted Cranmore, Waterloo ON's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/155639/comments http://seekingalpha.com/article/178291-why-i-would-not-bet-on-iphone-over-android?source=feed#comment-808056 808056 Wed, 16 Dec 2009 08:49:48 -0500 http://seekingalpha.com/article/173099-is-nintendo-the-apple-of-steve-jobs-eye?source=feed#comment-758374 758374 Fri, 13 Nov 2009 08:37:05 -0500 http://seekingalpha.com/article/134833-palm-s-pre-likely-to-break?source=feed#comment-488164 488164
The real point here is that Palm will run out of cash once decent but not outstanding sales emerge. At that point, someone with deeper pockets will buy them. The question is...who? Microsoft? Dell? ]]> Sun, 03 May 2009 23:05:06 -0400
The real point here is that Palm will run out of cash once decent but not outstanding sales emerge. At that point, someone with deeper pockets will buy them. The question is...who? Microsoft? Dell? ]]> http://seekingalpha.com/article/127681-does-palm-s-pre-have-a-chance-against-the-iphone?source=feed#comment-438923 438923
I think someone will buy Palm once the stock has pulled back to the $1 range. How about Dell or HP?]]> Tue, 24 Mar 2009 20:11:10 -0400
I think someone will buy Palm once the stock has pulled back to the $1 range. How about Dell or HP?]]> http://seekingalpha.com/article/122219-will-apple-increase-iphone-value-with-rumored-verizon-deal?source=feed#comment-401103 401103
Given the hard economic times, AT&T should also offer some very cheap, or even the option of completely opting out of the data plan as some users have good wifi exposure (compare this to Verizon which pressured RIMM to leave wifi right out of the Storm! That's nuts) They should do anything to encourage switching while they still have exclusivity. Many of those who switch, but skip the data plan, will eventually add one in once they run into situations when they wish they had it. Rogers in Canada already allows you to have no data plan and they are not exactly known for being the most customer friendly company!]]> Tue, 24 Feb 2009 08:08:54 -0500
Given the hard economic times, AT&T should also offer some very cheap, or even the option of completely opting out of the data plan as some users have good wifi exposure (compare this to Verizon which pressured RIMM to leave wifi right out of the Storm! That's nuts) They should do anything to encourage switching while they still have exclusivity. Many of those who switch, but skip the data plan, will eventually add one in once they run into situations when they wish they had it. Rogers in Canada already allows you to have no data plan and they are not exactly known for being the most customer friendly company!]]> http://seekingalpha.com/article/118684-recession-takes-a-bite-out-of-mac-sales?source=feed#comment-376871 376871 Thu, 05 Feb 2009 10:33:50 -0500 http://seekingalpha.com/article/116088-apple-gets-a-lift-but-analysts-show-more-pessimism-than-optimism?source=feed#comment-365292 365292
No article are Apple valuation can be seriously considered with noting the growing mountain of deferred revenue building up from iPhone sales due to the subscription accounting model. It's guaranteeing a rosy future while at the same time seriously muting earnings for the present. If this isn't seriously discussed, any opinion can be immediately discounted as 'very light' and not worthy of serious merit

On the numbers, I'd give Mike his points if we were in a regular economic cycle or if other companies were doing significantly better. It's here you realize that apple's numbers are being affected by a consumer that isn't spending, but actually apple is fairing far better than it's brethren.

In this terrible economy, who would not put their money on a company with 28 billion in cash and one that is able to maintain margins and still outsell the competition? The only other companies selling anything are cutting margins significantly. Not only are these companies making almost nothing now, their pricing structures are ruined. Oh my god, Apple is seriously undervalued in these conditions. When things pick up (which I don't think will be anytime soon), this company will be a great indicator and will light all the dry powder that is waiting to re-enter the game.



]]> Sat, 24 Jan 2009 23:35:41 -0500
No article are Apple valuation can be seriously considered with noting the growing mountain of deferred revenue building up from iPhone sales due to the subscription accounting model. It's guaranteeing a rosy future while at the same time seriously muting earnings for the present. If this isn't seriously discussed, any opinion can be immediately discounted as 'very light' and not worthy of serious merit

On the numbers, I'd give Mike his points if we were in a regular economic cycle or if other companies were doing significantly better. It's here you realize that apple's numbers are being affected by a consumer that isn't spending, but actually apple is fairing far better than it's brethren.

In this terrible economy, who would not put their money on a company with 28 billion in cash and one that is able to maintain margins and still outsell the competition? The only other companies selling anything are cutting margins significantly. Not only are these companies making almost nothing now, their pricing structures are ruined. Oh my god, Apple is seriously undervalued in these conditions. When things pick up (which I don't think will be anytime soon), this company will be a great indicator and will light all the dry powder that is waiting to re-enter the game.



]]> http://seekingalpha.com/news/market_currents/post/11373?source=feed#comment-306495 306495
Choice of screen space vs. Physical keyboard....winner is definitely screen size!]]> Fri, 14 Nov 2008 21:53:25 -0500
Choice of screen space vs. Physical keyboard....winner is definitely screen size!]]> http://seekingalpha.com/article/102781-is-it-time-for-apple-to-buy-back-some-shares?source=feed#comment-293871 293871 Wed, 29 Oct 2008 19:54:57 -0400 http://seekingalpha.com/article/98619-iphone-sales-drastically-surpass-q4-consensus-apple-reaches-10m-goal?source=feed#comment-274520 274520 Mon, 06 Oct 2008 08:23:53 -0400 http://seekingalpha.com/article/94590-are-global-smartphone-sales-poised-for-takeoff?source=feed#comment-249163 249163
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. ]]> Tue, 09 Sep 2008 09:24:58 -0400
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. ]]> http://seekingalpha.com/article/91130-how-apple-stock-should-be-valued-p-fcf?source=feed#comment-231196 231196
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. ]]> Fri, 15 Aug 2008 11:26:33 -0400
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. ]]> http://seekingalpha.com/article/85376-why-i-m-shorting-apple-ahead-of-earnings?source=feed#comment-208570 208570
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. ]]> Fri, 18 Jul 2008 10:17:33 -0400
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. ]]> http://seekingalpha.com/article/85165-apple-s-3g-iphone-appears-profitable?source=feed#comment-206724 206724 "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? ]]> Wed, 16 Jul 2008 08:23:29 -0400 "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? ]]> http://seekingalpha.com/article/84287-apple-s-iphone-to-capture-chinese-internet-market?source=feed#comment-201421 201421 Wed, 09 Jul 2008 11:22:59 -0400 http://seekingalpha.com/article/84124-iphone-can-replace-laptops-for-majority-of-computer-users?source=feed#comment-200680 200680
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. ]]> Tue, 08 Jul 2008 12:00:34 -0400
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. ]]> http://seekingalpha.com/article/81020-iphone-in-china-what-it-will-mean?source=feed#comment-184628 184628
www.cnbc.com/id/158402...
]]> Thu, 12 Jun 2008 23:47:28 -0400
www.cnbc.com/id/158402...
]]> http://seekingalpha.com/article/80773-seven-overlooked-iphone-3g-details?source=feed#comment-182738 182738 Tue, 10 Jun 2008 14:58:44 -0400 http://seekingalpha.com/article/76115-apple-links-higher-sales-with-higher-prices?source=feed#comment-163461 163461 Wed, 07 May 2008 12:17:57 -0400 http://seekingalpha.com/article/65950-why-iphone-unlocking-is-growing-every-day?source=feed#comment-119061 119061
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...]]> Tue, 26 Feb 2008 01:35:38 -0500
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...]]> http://seekingalpha.com/article/65950-why-iphone-unlocking-is-growing-every-day?source=feed#comment-118756 118756
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.]]> Mon, 25 Feb 2008 11:59:03 -0500
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.]]>