M.I.Missingsomething

M.I.Missingsomething
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  • The 'Graying Of Apple': Fans Getting Older, But Loyalty High  [View article]
    When I saw the title "Graying of Apple" I thought the author was peeking into my house at me. Now, understand I didn't buy my first Apple until I WAS 35. At the time the only competition was a Commodore Pet, I chose the Apple II and have been a heavy user of their products ever since.

    Not only has the stock price soared, but the hardware specs as well. In 1978 when I bought my first apple it came with 4K (yes K) of memory on the motherboard and you loaded each program from a cassette player, no drives yet.

    I remember asking the sales person; "How much memory can I get?", he replied, "You can go all the way up to 48K but you will never use it"…"How much?", "$100". "just put it in", and I have been "Just putting it in" ever since. My current multiple processor Mac Pro has 16Gigs of memory and 6Terrabytes of drive. It shares my home with 13 brother and sister Apple gadgets (excluding those purchased for my kids and grandkids). Where does one find the $ for all that? Disclosure: Very Long Apple.
    Aug 13, 2012. 12:25 PM | 3 Likes Like |Link to Comment
  • As Apple (AAPL +1.1%) nears $600 for the first time since late April, Digitimes claims a next-gen iMac could arrive around October, possibly with a retina display in tow. Rumors that an iMac refresh would arrive at Apple's June Worlwide Developer Conference didn't pan out. Meanwhile, a Chinese site is providing the latest rumor about the arrival of a 7.85" iPad Mini - it claims the device will have 8GB of storage, and sell for $249-$299.   [View news story]
    I think the 7" screen would be perfect size for an integrated multi-unit remote control which sits in the entertainment area of the house. How many of those could they sell?
    Jul 3, 2012. 02:35 PM | 1 Like Like |Link to Comment
  • Apple's (AAPL) upcoming Mac refresh will be a big one, if an Australian pricing matrix obtained by 9to5 Mac is accurate. New MacBook Pro, MacBook Air, iMac, and Mac Pro models are listed. The prices appear steep, but that could be an Australia-specific issue.   [View news story]
    Currently, the Australian Dollar is near parity with the American Dollar.
    Differences in price, if any, would be based on other things.
    Jun 6, 2012. 04:32 PM | Likes Like |Link to Comment
  • Verizon Threw Apple A Curveball  [View article]
    Paulo - Perhaps you are right, however frequencies can be changed to non-interfering frequencies and Apple can support the Military's aging satellite system by transmitting additional GPS P-Codes from their new satellites enhancing the current US system. This would also densify the existing system, provide redundancy, and increase speed and accuracy for GPS computations.
    Obviously other issues need to be addressed as well, but great companies are not based on "Can't"
    May 17, 2012. 09:56 PM | 3 Likes Like |Link to Comment
  • Verizon Threw Apple A Curveball  [View article]
    Paul - LightSquared may have currently hit a brick wall but walls are put in place to see how bad you really want it. What is the FCC real motivation? Everything in life is negotiable and Apple has a lot to offer.
    May 17, 2012. 08:56 PM | 2 Likes Like |Link to Comment
  • Verizon Threw Apple A Curveball  [View article]
    As Apple users and shareholders, don't you get tired of hearing how this carrier's action will effect this great company? I do.

    I have a solution to offer: Since Apple does best when it controls it's entire user environment, I suggest Apple partner/purchase LightSquared, the company whose object is to provide world wide wi-fi through a constellation of their own satellites. This would provide the following: world wide coverage for Apple phones without carrier towers, a cost reduction since all phones can run on the same chip, Apple's ability to control the user environment, allow Apple to broadcast it's Apple TV content worldwide, provide a single billing source that is all Apple, etc….(add your additional ideas here)

    The Reston, Virginia company has 4.48 Billion in debt and 2.29 Billion in assets and just filed chapter 11 bankruptcy, per a report on SFGate.

    This would be chump-change for Apple and give them THE Unique advantage as well as a catalyst for the stock and a whole new perspective going forward.

    Tim Cook and friends: You heard it here first.
    May 17, 2012. 08:47 PM | 4 Likes Like |Link to Comment
  • Is the Facebook IPO hurting Apple (AAPL -1.8%)? As shares fall further below the levels they traded at prior to Apple's strong FQ2 report, one theory making the rounds is that NASDAQ index funds are selling to make room for Facebook and its likely $100B+ market cap. In addition, Bloomberg reports a number of major hedge funds, including SAC Capital and Viking Global, took profits on Apple in Q1, though they collectively still held 37.8M shares at quarter's end.   [View news story]
    I don't expect a bump in the stock price from the Company's stated Share Repurchase Program (SRP). In the conference call of March 19th, Tim Cook clearly stated the purpose of the $10B 3 year SRP: "with the primary objective of neutralizing dilution of future grants through Apples employee equity program". I heard this as a way to transfer 10B over the next three years to their (Sr.?) employees without it diluting the existing shareholders.
    This will not help the current share price but will keep Apple's employees focused on business success without hurting existing shareholders.
    The SRP doesn't start until the December quarter.
    If you are interested in the audio of the conference call it is at: http://bit.ly/JPBetD
    FD = Long Apple
    May 17, 2012. 08:08 PM | Likes Like |Link to Comment
  • Apple's Run Isn't Over Yet: Part I  [View article]
    Ever since I can remember Apple was a volatile stock. I used to channel it between $7 and $14 dollars in the 80'.

    The current lull may be be due to the historically flat time of the year for them, and hedge funds taking some money off the table to have significant cash (100B) for the Face Book IPO.
    I anticipate a move up prior to the June 12th product announcement date with a swing either way shortly thereafter depending on exceeding expectations or not.
    May 15, 2012. 02:30 PM | 1 Like Like |Link to Comment
  • The much-rumored 7" iPad (AAPL) will be manufactured by Foxconn (HNHAF.PK) and launch in August, claim Digitimes' sources. The occasionally-accurate site also reports the next iPhone will launch in September, and a new 10" iPad will arrive in Q4 - the latter assertion is eyebrow-raising, given Apple's history of Q1 iPad launches.   [View news story]
    If they do make them I will probably buy 4-6 to use as remotes for my whole house sound system replacing some of the in-wall Niles keypads. (obviously depending on software)
    May 9, 2012. 01:43 PM | Likes Like |Link to Comment
  • The Economics Of The iPhone  [View article]
    I may have missed it in the comments, but I am probably not the only person out there with an unsubsidized iPad on a data plan with my phone carrier (verizon). These tag-along products go out at full margin, boosting the overall carrier profit.
    May 9, 2012. 01:30 PM | Likes Like |Link to Comment
  • The New iPad: No Other Tablet Comes Close  [View article]
    I appreciate having people like yourself continuing to push the research envelope where the needs for terabytes abound; I also appreciate that Apple is addressing the needs for "the rest of us". Together the technological bar gets raised and everyone benefits.
    Mar 9, 2012. 01:17 PM | Likes Like |Link to Comment
  • iPad Innovation: Diminishing Returns, Or Exceeding Expectations?  [View article]
    It seems to me as NASA's research ultimately makes it into many commercial products, the iPad's development of minute pixel mass will also allow a hugh resolution TV with large screen photographic quality, raising the bar in that field as well. I am now hoping for a 32" - 42" TV/monitor combo at this new resolution with PIP.

    Granted, it will take awhile for broadcast quality to catch up. Is this another new opportunity for apple?
    Mar 8, 2012. 03:21 PM | Likes Like |Link to Comment
  • Geron Corp: Why I Decided To Take A Flyer On This $2 Biotech Stock  [View article]
    I purchased Geron over a decade ago (probably around $17) when I read about the power of increasing telomerase to expand cell life. As a boomer I saw the potential for life extending, youth enhancing vanity products in the making, and we know the market demand for these types of products. My perception is: as money got tight they reached a fork in the road and chose to pursue telomerase reduction as a cancer cure, rather then telomerase enhancement. This may have been better for cancer patients but a death stroke for the stock. The latest crossroad decision to drop stem cells was probably funding related as well. I believe they have many smart doctors, and I wish them well, but IMHO they lost the opportunity to be a $100+ stock. I am still long Geron but in a very limited way.
    Mar 6, 2012. 01:32 PM | Likes Like |Link to Comment
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