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  • Apple: A Small Change In Apple Maps, A Giant Leap Into Mobile Ads [View article]
    beefy, watch out for Apple TV rumors! We have earnings, news of watch sales (rumored to be way more than expected), dividend and buyback news, and WWDC coming one after another over the next few weeks! I think Apple TV could end up being bigger economically than the Watch. It depends on what Apple brings to the table...it could be another huge announcement! 150 is not off the table by summer, but certainly not 135-140, barring any negative surprises.
    Apr 15, 2015. 02:41 PM | 1 Like Like |Link to Comment
  • Apple: A Small Change In Apple Maps, A Giant Leap Into Mobile Ads [View article]
    Lest we all forget, something big has been telegraphed for WWDC in early June. Apple TV is going to take a giant leap in capability and has great potential to add significant revenue. Some of the most reliable Apple rumor sites are saying it is likely to happen. Even with an A8X, the Apple TV will be capable of everything the current box can do plus a whole lot more. TV programming, which people can watch on the go (most likely) on their iPad, along with Homekit, and gaming. I think it is going to be huge, and all accretive, in addition to the Watch. Apple hasn't rolled out a new product outside of Fall in years (except for Mac updates). This year is going to have a lot of new revenue--TV programming, Apple TVs, Watch, and who knows what else (mobile ads?). BTW, I agree the phone is selling like hotcakes, and the latest rumors are that they have another major update coming this Fall, skipping the S year we have come to know and love. GLTA.
    Apr 15, 2015. 02:17 PM | 5 Likes Like |Link to Comment
  • Apple And Wearable Devices: Moving From A Want To A Need By 2020 [View article]
    >>AAPL is an innovative company but I'm just not feeling the watch. Perpetually charging my watch sounds like a downer to me. I also don't find it attractive enough to wear on a regular basis. It looks clunky.<<

    Ptatty, I agree. You do have to put one on to feel it, but I got in to see it and I won't be buying one in this gen. I have a Mac, iPhone, and iPad, so I am a pretty good customer. But, there are a lot of people who collect watches and there are a lot of people who will buy anything Apple sells, so I expect the 1st gen Watch to be a commercial success. They aren't going to release the sales numbers, so we will just get "awesome," "incredible," and other descriptors for how sales are going. I bring this up for investment purposes. They likely had another blowout qtr on the phones, and it will overcome weak iPad sales. They have a new TV box coming in June, if the rumors are correct. All of this is against a backdrop of the last few years where Apple hasn't rolled *any* significant new products outside of the Fall timeframe. Apple is still a very strong buy until they disappoint on phone sales. This is all accretive, and Apple PR has control of the vertical and horizontal on what we hear about Watch sales! The news will be "incredible!" This is likely a nice dip to buy.
    Apr 13, 2015. 09:52 AM | 1 Like Like |Link to Comment
  • Apple Watch Pre-Order Sellout: Have The Pundits Underestimated Apple Again? [View article]
    Thx, Eric. I think we will see a lot more new products this year. The extra product categories will all be accretive, so it's all good for Apple stock.
    Apr 10, 2015. 06:38 PM | 3 Likes Like |Link to Comment
  • Apple Watch Pre-Order Sellout: Have The Pundits Underestimated Apple Again? [View article]
    That's funny, NYLA! I'm one of the perennial Apple bulls, here. You should get out more! I am objective, though, and not afraid to criticize weaknesses I see. I criticized Apple for being slow to bring little screens to iPad, way too slow to bring big screens to the iPhone, and also built in radios to laptops (like the iPad). They haven't come through with the last one yet, but like my recommendation on smaller iPads and bigger phones, they will sell like hotcakes! Radios on the watch will do wonders, too. Just for the record, I'm not negative on the long term prospects for the watch at all. I think it will be a great product down the road when they add more capability. Until then, I think the addressable market is very limited. In addition to standalone LTE and voice, GPS, sleep monitoring, better water proofing, and better battery life will happen in time, and these features will make the watch a must have product.
    Apr 10, 2015. 05:40 PM | 4 Likes Like |Link to Comment
  • Apple Watch Pre-Order Sellout: Have The Pundits Underestimated Apple Again? [View article]
    That was my point above. They are going to sell out and have waits whether they sell 1000 or 2 million. One analyst pointed out that it went to 4-6 weeks very quickly and it stayed there for a long time. The interpretation is that it is strictly supply limited, or as more people ordered it should have stretched out as the hours went by. They aren't even going to report sales in the quarterly and the numbers are insignificant, so all this talk about the watch is mostly wasted for investment purposes. The iPhone should have a good qtr and that is what matters. I'm a little worried about Macs and iPads, though.
    Apr 10, 2015. 04:01 PM | 7 Likes Like |Link to Comment
  • Apple Watch Pre-Order Sellout: Have The Pundits Underestimated Apple Again? [View article]
    There have been reports from credible outlets that Apple recently cut production in half, down to a little over a million per month. They can sell 10 million phones in a week; I guarantee you two things: the initial orders would go to 4-6 weeks no matter the demand, and they could produce 5 million a month if they thought they would sell. Also, there is a lot of fashion and Cult demand (people who will line up for anything Apple tells them they need). Demand in the summer will be the key. I expect it to be pretty tepid.
    Apr 10, 2015. 09:47 AM | 23 Likes Like |Link to Comment
  • Apple And Wearable Devices: Moving From A Want To A Need By 2020 [View article]
    It's coming, Arnie. Competitors already have it. I'm sure Apple will do it in the next couple of years, and perhaps next year. I don't see a connected watch taking share from the phone. What it will do is offer the opportunity to leave your phone in certain situations where it is cumbersome or you don't want to risk having it along (like sightseeing on vacation, going for a run or walk from your hotel room in a city, exercising, fishing, etc.)--the watch then begins to *solve problems* like the phone and iPad do now. Staying connected without the phone plus Apple pay will put it into the must have category. The battery may be the biggest hurdle, as radios will put a big demand on it. But, with the process wars going at full throttle, advances in capabilities will be huge in the next three years. Very interesting to watch.
    Apr 10, 2015. 09:02 AM | 4 Likes Like |Link to Comment
  • Apple And Wearable Devices: Moving From A Want To A Need By 2020 [View article]
    Good article, for Matt; very good synopsis imo. Michael, the best lines I saw in the reviews: the Watch is elegantly designed and a solution in search of a problem to solve! It just doesn't do that much that is useful, and apparently it can be annoying. If you think about the phone, it replaces so many gadgets: cameras, phone, recording device, calendar/organizer, etc. Apple Pay could be the biggest enabler on the Watch. When the Watch gets its own radios, so you don't need your phone, that will be a trip wire. Better battery life, so it can monitor sleep would be popular, too. I think fashion and the Cult effect will move several million. And Apple isn't going to release actual numbers (I'm sure they will somehow if it is a blockbuster), so the PR team will make Watch an incredible success regardless of the sales numbers. Apple is still a phone story, though. Make no mistake. If they have another blowout qtr, the Watch just doesn't matter on the financials.
    Apr 9, 2015. 06:55 PM | 4 Likes Like |Link to Comment
  • Apple's Plan To Rethink Television [View article]
    They may not aim it at desktop/living room computing, but I do think it would work. The Apple TV is essentially the computer in an iPad/iPhone with wifi (from a few gens back) in a box the size of a big hockey puck. With an A8T processor (I just made that up), it would have roughly the same computing power as a desktop w/video card computer from 5-10 years ago. Running IOS, it would do very well and would have a massive software library. It could game, do home control, stream TV and music, etc. $199 is very doable. Think of it like an iPad mini with no screen or associated hardware. I don't see at as replacing the Mac; I think it would displace some PCs, but it would mostly be another Apple computer in the house and additive.
    Mar 21, 2015. 09:20 AM | 2 Likes Like |Link to Comment
  • Apple's Plan To Rethink Television [View article]
    I like the idea of thinking of it as a Mac mini--a very competent home computer hooked up to your TV. You can game, control the home, stream TV and music, or use it as a home computer running IOS. I'm not sure how wide Apple's aim is here, but I would try to drop a big bomb. It could easily have the capability for less than $200.
    Mar 20, 2015. 05:16 PM | 5 Likes Like |Link to Comment
  • Apple Watch Won't Impact The Stock Right Away [View article]
    Ratty, really!? Stores are sexist if they recognize the differences between boys and girls? I'm just trying to keep up with the current views out there. I didn't know Macy's and Nordstroms are sexist because they have different sections for men's and women's clothes! This is getting funny!
    Mar 13, 2015. 10:12 AM | 1 Like Like |Link to Comment
  • Why It Might Be Time To Take Some Apple Profits [View article]
    >>Wait for the lines at the apple stores on April 24. Then report back on the sentiment<<

    The hot rumor on the street today is that Home Depot is going to start selling Apple Watch in the garage door section of all their stores! I would get in prior to that news breaking!
    Mar 11, 2015. 12:59 PM | 1 Like Like |Link to Comment
  • Why It Might Be Time To Take Some Apple Profits [View article]
    Here is my take: we have finally found the first (and perhaps only) useful thing the Watch can do--produce a buyable correction in Apple. The Watch isn't even going to be reported separately, so I wouldn't worry about how many millions of people won't run out to get this revolutionary garage door opener next month. Apple is a buy because the phones are selling like hotcakes and it is deeply undervalued compared to the indexes. Selling it because it is 20% is a good idea because of diversification issues, not Apple issues. I wouldn't confuse the two.
    Mar 11, 2015. 12:44 PM | 4 Likes Like |Link to Comment
  • Apple Watch Won't Impact The Stock Right Away [View article]
    Well, tone, we are on opposite sides of product reviews. I thought the iPad was revolutionary along with the phone. Everything you mentioned can be done on the phone, too. Plus, a lot of these features sound cool, but they don't work in real life. I have an app from Marriott that sounds neat, but Marriott doesn't turn on the capability. You still have to go to the front desk. Apple is working hard trying to make it look like it does something unique, but opening your garage door from your watch isn't going to sell many watches. The fact that they are selling that function in the event tells you Apple realizes it doesn't do anything worthwhile, otherwise they would show it. No swimming, sleep monitoring, stand alone connectivity, and it will be obsolete in about twelve months or less.
    Mar 10, 2015. 05:56 PM | 1 Like Like |Link to Comment
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