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  • The iPhone 5: Apple's Last Hurrah  [View article]
    Things we don't have yet (and could be game changers):

    iPay (NFC, big in Japan with NTT etc., works well)
    iPass (train/air tickets)
    iDrive (and not the crappy BMW version)
    iControl (home appliances / infrastructure)
    FaceTime and Skype on TVs (easily and reliable, not like now)
    iBook (tables/flights/hotels etc.)

    And more that I'm not creative enough to even imagine. I didn't even say iTV.

    Sure some of this exists now but in a fragmented and difficult to use way. Imagine an AAPL app for each, one tap and simply, smoothly just... works.

    And the firm is mature?... ok.
    Aug 29, 2012. 04:21 AM | 1 Like Like |Link to Comment
  • The iPhone 5: Apple's Last Hurrah  [View article]
    FB we should be thankful for all these bears and naysayers; hey, somebody's got to buy those out of the money puts from us...
    Aug 29, 2012. 04:13 AM | 3 Likes Like |Link to Comment
  • The iPhone 5: Apple's Last Hurrah  [View article]
    Another article with denigrating "fan boys" name calling.

    Seriously, I will also read Stephen, Bill and (just for fun over at TS) Rocco's AAPL articles anymore. Too much time wasted on other hacks.

    Really miss Zaky's stuff too.
    Aug 29, 2012. 04:10 AM | 3 Likes Like |Link to Comment
  • Apple's Win Over Samsung Is A Kick In The Teeth For Google  [View article]
    Adnan Pirota, CEO of "Cyberspace", claims to be located in Albania (not Kosovo) and posts things on his Twitter feed such as:

    @joomlaworks why on earth would you use Mac, it is an overpriced BS equipment

    @joomlaworks "please" get well "as soon as you can" :) BTW Android rocks :)

    Guys, don't argue with this Android troll. Waste of your time.
    Aug 29, 2012. 03:56 AM | Likes Like |Link to Comment
  • 3 Trades To Ride Apple's Legal Victory  [View article]
    The AAPL "crowded trade" is a misnomer. Most money managers have underperformed the S&P and there will be a chase for performance in Q4. AAPL is not an over-owned stock; many articles outline the ownership and just how many funds or managers actually do not own it - having thought they "missed" it. Money is now flowing in anew given the momentum and multiple expansion. Depends on one's definition of "pullback" also - a 1-2% pullback (say 6-10 points) is very possible and buyable.
    Aug 29, 2012. 03:50 AM | 2 Likes Like |Link to Comment
  • Post-Samsung Case, Apple Shows It Still Has Plenty Of Room To Grow  [View article]
    You lost me in the first line - "fan boys" - isn't it possible that people who don't think that stealing and copying a design could also "rejoice"? Apple's slide titled something like "Samsung phones before and after iPhone launch" said it all - post-iPhone phones looked dazzlingly similar, down to the color, icon grid and shape (and not, as many say, simply a 'rounded rectangle' - even the Nokia and others are technically that but you wouldn't mistake them for an iPhone). "Fans" or "proponents" perhaps, but "fan boys"? Hack-y in my eyes.
    Aug 28, 2012. 05:35 PM | 5 Likes Like |Link to Comment
  • Now Is The Time To Sell Apple  [View article]
    I don't mind taking profits at the right times... but this article is incredibly poorly timed and lacking substance. Won't even go into details - I'll let my more verbose cohorts do so - but to not be long AAPL between now and, say, Feb 13, is a colossal mistake unless you're a pattern day trader flitting in and out and trying to time the name (very hard to do).
    Aug 28, 2012. 05:28 PM | 20 Likes Like |Link to Comment
  • Will Apple Trade Above $1,000?  [View article]
    Nice article based on sound analysis and fundamentals - PE, PEG, etc. - the valuation case, well presented.
    Aug 27, 2012. 03:53 AM | 1 Like Like |Link to Comment
  • Steve Jobs Vindicated, Google Next Target  [View article]
    In fact the mouse was patented very, very early in its development - in 1970 by Douglas Engelbart. Fact check it.

    Your "how?" question is answered by: they will need to pay licensing fees to use the technology, like anything else invented and patented.
    Aug 25, 2012. 03:04 PM | 2 Likes Like |Link to Comment
  • The San Jose Verdict: Implications For Apple  [View article]
    Amazing how so many people condone overt stealing and copying in the supposed name of "competition" and "consumer choice". What's this world coming to?
    Aug 25, 2012. 02:55 PM | 4 Likes Like |Link to Comment
  • Apple: Too Far Too Fast, Again  [View article]
    You're ignoring valuation completely - not one mention of earnings, multiples, anything in a largely chartist article. It's all about valuing a stock based on those facts and fundamentals. You also don't provide any comment on the price it (if it's too high now) should be. Give us a price call, for now and, say, 6 months out.
    Aug 24, 2012. 08:22 PM | 3 Likes Like |Link to Comment
  • Understanding Why I Was So Wrong About Apple  [View article]
    A bubble is an irrationally high valuation effect, which AAPL does not enjoy right now at 12x forward consensus earnings (trailing earnings are not meaningful) and 9-10x ex-cash (which is significant); the PEG ratio of 0.6 or so is wildly low, akin to that of a mature industrial name at best. Don't look at the "parabolic" chart, look at the metrics - anybody can be fooled by a chart. The price is merely catching up to a more rich valuation and PE expansion. Aren't AMZN or Salesforce or CMG much more bubble stocks with their high valuations?
    Aug 23, 2012. 09:52 PM | 9 Likes Like |Link to Comment
  • Tim Cook's Apple Mistakes Piling Up  [View article]
    Worst AAPL article I read all year. Seems to fit in with this week's cast of clowns (started with Balter) trying to push the stock down to find a better entry point. No real fact-based points made. Article is surprisingly short, too - I think my grocery list is usually longer.
    Aug 23, 2012. 05:21 PM | 7 Likes Like |Link to Comment
  • Get Paid Nearly 15% To Sell Apple After Downgrade  [View article]
    Best comment on Balter was from Steven Weiss on CNBC just after the interview - "wow... I didn't even know they sold bow ties out in the Pacific Northwest, I thought only flannel shirts..." - hilarious! Basically he was scoffing at the call and essentially mocking the guy as a buffoon. Which he was. One day later it's back to 668+, so there's his legacy.
    Aug 22, 2012. 05:21 PM | 3 Likes Like |Link to Comment
  • "The hype concerns us, as it sounds vaguely familiar to another decade," says Oracle Research's Laurence Balter, explaining his downgrade of Apple (AAPL -1.4%). Balter is also worried about slowing sales growth, high expectations, and margin risks related to Apple's rumored entry into the TV and set-top box markets.  [View news story]
    Another guy who just wanted to get on CNBC and make either (a.) a name for himself, or (b.) an opportunity for his firm's clients to buy AAPL a few dollars lower than it was at the open.
    Aug 22, 2012. 05:14 PM | 1 Like Like |Link to Comment