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  • Cramer And Apple [View article]
    Hardly a repackaging or shrinking of the product line. Jony Ives explained why just a "reduction" wouldn't cut it. Screen size is huge compared to other same-sized tablets. By the way, the various iterations of the iPod nano and the MacBook Air are arguably "shrunken" versions of the bigger brethren, and guess what - they sold like hotcakes (still do for the Air) and often as a complementary product to an Apple product someone (or someone in the family) already has.
    Oct 24, 2012. 06:17 AM | Likes Like |Link to Comment
  • Cramer And Apple [View article]
    I think you invalidated your arguments. There were numerous mp3 players before the original iPod. Was the iPod (and the product run it started) a reaction to competition? If so, great. Ultimately it won. As, in tablets, this one will. But for some reason you see all other Apple products except this one, as "seizing on opportunity", and this one as some sort of knee-jerk channel filler. Let's see the thing and use it before we criticize.
    Oct 24, 2012. 06:13 AM | 4 Likes Like |Link to Comment
  • More on the iPad Mini: The cheapest model (16GB Wi-Fi) goes for $329. Amazon and Google, sellers of the $199 Kindle Fire HD and Nexus 7, are probably breathing sighs of relief. As expected, there's no retina display inside the Mini, but there is an HD front camera and 5MP back camera, and 3G/4G models are offered (they start at $459). Like the iPad 2, the Mini is powered by an A5 processor. Apple (AAPL -2.2%) is selling off. (live blog). [View news story]
    Agree. $299 to start for an 8GB model would have pleased the street crowd. So many 'Murricans can't afford $329. Many can, true, but it's like a BMW - superb build, great car, superior margins, but the majority of 'Murricans would prefer a dumb-arse F150 pickup truck plastic-and-steel bad fit-and-finish old-school relic - so the perception is that it doesn't compete.
    Oct 23, 2012. 03:29 PM | 2 Likes Like |Link to Comment
  • Terrible Start To Tuesday: Will Apple Save The Day? [View article]
    Answer to the headline: no.
    Oct 23, 2012. 10:22 AM | Likes Like |Link to Comment
  • Apple $1000: Why It's Time To Buy [View article]
    What an interesting debate.

    Are you short AAPL and long NOK?

    That's the real question. Do you have money at work to back up all your posts?
    Oct 22, 2012. 04:32 AM | 3 Likes Like |Link to Comment
  • 5 Reasons Apple Still Trumps Google [View article]
    I purposely avoid the "sponsored ads". Usually they're not the best deals (instead they're the sellers who've paid money to Google) and usually they try to push other products on me that I don't want. Also I am wary that somehow, perhaps through my Google Mail address, I'll start getting ad-mail spam by having clicked on it, etc. Nobody wants internet ads in general - although we live with it because the 'net can't be totally free - and as users get more savvy and refine that sunglass search, or click first on the unsponsored results and see those as better deals, or better service, they'll click less on the Google sponsored ads. I've never clicked once on one or paid GOOG a single dime for all the use I've gotten out of it for 10+ years. For anything to buy, anyway, Amazon is the first stop - no taxes, etc. and the reliability. "Sunglass Warehouse" or whatever is unlikely to impress.

    By the way, I just Googled "Ray Ban Wayfarer" and guess where the best prices were (compared to the Saks Fifth Avenue sidebar sponsored ads)? Right from the Ray Ban website (unsponsored). So there.

    By the way, where's the big Jim Cramer "Google Is A Better Buy Right Now Than Apple" comments on yesterday? How many of his devotees went out and bought Google (or its calls) and got crushed yesterday. Again, a top-chaser, fad-lover investment call. On an advertising company?
    Oct 19, 2012. 02:12 AM | 2 Likes Like |Link to Comment
  • Apple $1000: Why It's Time To Buy [View article]
    It's not the PE, but more the PEG ratio. How much are investors willing to pay for growth. PEG for AAPL is well under 1, which indicates extreme undervaluation versus its trailing and projected growth rate. It's a value stock actually, with a high growth component. Margin compression is usually due to low or perceived low growth rates. You'd need to back up your claims with numbers that illustrate projected growth slowing for AAPL in the next 1-2 years. Can you? Naah, didn't think so.
    Oct 17, 2012. 03:38 AM | 3 Likes Like |Link to Comment
  • Apple $1000: Why It's Time To Buy [View article]
    Challenge to all AAPL-naysayers: back up your assertions with numbers.

    Earnings projection and multiple and target price, please. And the basis for those numbers.

    Without that, you're merely a high school essay writer at best.

    Denial of facts? OK provide some concrete "facts" then.

    I challenge every AAPL-basher to do this. If those facts are good, I might agree and join the crowd. They haven't been up to now.

    Numbers, please. It's all about the numbers.

    That goes for you too, Rocco moved-up-to-the big time Pendola - your "no more Jobs, bad AAPL" story needs to be supported by earnings projections and multiples and price targets. Otherwise it's worthy only of a ladies' daytime talk show.
    Oct 17, 2012. 03:32 AM | 5 Likes Like |Link to Comment
  • Apple $1000: Why It's Time To Buy [View article]
    Spent an entire month's wages on it, I guess?
    Oct 17, 2012. 03:28 AM | 3 Likes Like |Link to Comment
  • "We've got a little more to show you," says Apple (AAPL +1.9%) in an invite for a widely-expected Oct. 23 event to be held in San Jose at 1PM ET. All signs point to an iPad Mini launch - will new Mac Minis and a 13" retina MacBook Pro also arrive? [View news story]
    This is going to be a disaster event with ridiculous price points and bad margins, a total failure, a sign that they... oh wait, I'm not pirota.... ;)
    Oct 16, 2012. 12:43 PM | 16 Likes Like |Link to Comment
  • An 8GB Wi-Fi-only version of the iPad Mini (AAPL) will cost just $249, according to an inventory screenshot leak - that would make the device, expected to sport a 7.85" display, $50 more expensive than the 7" 8GB Nexus 7 and 16GB Kindle Fire HD. But a 16Gb Wi-Fi version will go for $349, as will an 8GB 3G/4G version. The most costly model listed (a 64GB 3G/4G unit) will reportedly sell for $649. Apple is expected to unveil the Mini at an Oct. 23 event. (retina MacBook Pro[View news story]
    If pirota (who complains about Apple pricing) can afford an Android phone he can afford an iPad Mini (at least the smallest version). So what's the issue then? [big smile]
    Oct 15, 2012. 04:22 PM | 2 Likes Like |Link to Comment
  • An 8GB Wi-Fi-only version of the iPad Mini (AAPL) will cost just $249, according to an inventory screenshot leak - that would make the device, expected to sport a 7.85" display, $50 more expensive than the 7" 8GB Nexus 7 and 16GB Kindle Fire HD. But a 16Gb Wi-Fi version will go for $349, as will an 8GB 3G/4G version. The most costly model listed (a 64GB 3G/4G unit) will reportedly sell for $649. Apple is expected to unveil the Mini at an Oct. 23 event. (retina MacBook Pro[View news story]
    Different markets. People shopping for a Mercedes E-class don't walk into the showroom and buy a C-class or an A-class. F150 buyers don't walk out with a Fiesta.
    Oct 15, 2012. 04:21 PM | 2 Likes Like |Link to Comment
  • An 8GB Wi-Fi-only version of the iPad Mini (AAPL) will cost just $249, according to an inventory screenshot leak - that would make the device, expected to sport a 7.85" display, $50 more expensive than the 7" 8GB Nexus 7 and 16GB Kindle Fire HD. But a 16Gb Wi-Fi version will go for $349, as will an 8GB 3G/4G version. The most costly model listed (a 64GB 3G/4G unit) will reportedly sell for $649. Apple is expected to unveil the Mini at an Oct. 23 event. (retina MacBook Pro[View news story]
    As a hardware maker primarily, AAPL has deals with its suppliers that AMZN couldn't dream of striking, mainly because of volume. Discounts and pricing lock-ins available to AAPL are a function of the volume they purchase and use, while AMZN doesn't have that track record nor number of components needed to order. Margins are reflected that way. Plus there are economies of scale with AAPL and its factory deals, while AMZN is a newcomer and can't get the same deals.
    Oct 15, 2012. 12:40 PM | 4 Likes Like |Link to Comment
  • An 8GB Wi-Fi-only version of the iPad Mini (AAPL) will cost just $249, according to an inventory screenshot leak - that would make the device, expected to sport a 7.85" display, $50 more expensive than the 7" 8GB Nexus 7 and 16GB Kindle Fire HD. But a 16Gb Wi-Fi version will go for $349, as will an 8GB 3G/4G version. The most costly model listed (a 64GB 3G/4G unit) will reportedly sell for $649. Apple is expected to unveil the Mini at an Oct. 23 event. (retina MacBook Pro[View news story]
    Pirota, we're all sorry you're only earning $600 a month in Albania. But that's no reason to criticize the pricing of AAPL's devices since you can't afford them. Price competition is not the issue. It's about differentiation. Note the price of the most expensive models. There's a BMW 3-series and 1-series, as well as a 6-series and 7-series. Different target markets.
    Oct 15, 2012. 12:38 PM | 8 Likes Like |Link to Comment
  • Apple: Of Cults And Cool, Hype And Sheep [View article]
    Meaningless comparison. Bellbottoms are "in" now, anyway, as all "retro" jeans are...
    Oct 14, 2012. 07:04 PM | 1 Like Like |Link to Comment
COMMENTS STATS
313 Comments
609 Likes