jcsegenmd's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/164060/comments http://seekingalpha.com/article/145881-sirius-xm-a-good-buy-for-under-a-buck?source=feed#comment-566609 566609 Mon, 29 Jun 2009 06:40:07 -0400 http://seekingalpha.com/article/134377-apple-to-offer-cheaper-macs-in-face-of-netbook-competition?source=feed#comment-484954 484954 Thu, 30 Apr 2009 23:53:20 -0400 http://seekingalpha.com/article/133109-high-growth-and-big-margins-in-the-61-billion-bicycle-industry?source=feed#comment-478455 478455 Did you even read the first sentence of your posting? Garbled syntax is a minor criticism compared to your number --451 million US bike riders. Perhaps you should check the latest census on the US population and get back with us?

]]> Sun, 26 Apr 2009 22:10:12 -0400 Did you even read the first sentence of your posting? Garbled syntax is a minor criticism compared to your number --451 million US bike riders. Perhaps you should check the latest census on the US population and get back with us?

]]> http://seekingalpha.com/article/130829-will-consumers-line-up-for-the-next-iphone?source=feed#comment-462437 462437
Truth be told, they're cheaper because they last longer (I'm still using my 4-year-old powerbook) and have a substantially higher resale value; quality is too important for me to downgrade to a Yugo, when for less than double the price I can get an Aston Martin

Regarding the iPhone; yeah, I'm hooked, but it's not the hardware that does it (somebody said, it's the software, stupid), because I can get a phone that has a 25 Megapixel camera (surely they're making one by now), or purchase a dedicated iPod that carries ALL of my music not "just" 3000 songs, or get a pda, a clock or watch or any of the other doodads that we need for daily living, because dedicated devices are more capable in their area of "expertise", BUT why, when I can slip something (ONE THING ONLY) in my pocket that does 25 things 98% as well as those dedicated devices?

I will take a wait and see attitude to the 3rd generation of iPhone, but suspect it will have enough new bells and whistles that I'll be willing to fork out another $10/month to get it]]> Tue, 14 Apr 2009 07:11:12 -0400
Truth be told, they're cheaper because they last longer (I'm still using my 4-year-old powerbook) and have a substantially higher resale value; quality is too important for me to downgrade to a Yugo, when for less than double the price I can get an Aston Martin

Regarding the iPhone; yeah, I'm hooked, but it's not the hardware that does it (somebody said, it's the software, stupid), because I can get a phone that has a 25 Megapixel camera (surely they're making one by now), or purchase a dedicated iPod that carries ALL of my music not "just" 3000 songs, or get a pda, a clock or watch or any of the other doodads that we need for daily living, because dedicated devices are more capable in their area of "expertise", BUT why, when I can slip something (ONE THING ONLY) in my pocket that does 25 things 98% as well as those dedicated devices?

I will take a wait and see attitude to the 3rd generation of iPhone, but suspect it will have enough new bells and whistles that I'll be willing to fork out another $10/month to get it]]> http://seekingalpha.com/article/87181-steve-jobs-honesty-is-the-best-policy?source=feed#comment-215414 215414
PLEASE clean up your language. Parrots can be taught some pretty spicy language; their brains are the size of garden peas. One can almost invariably substitute the F and S words for ones with more oomph but less cringe]]> Sun, 27 Jul 2008 07:15:26 -0400
PLEASE clean up your language. Parrots can be taught some pretty spicy language; their brains are the size of garden peas. One can almost invariably substitute the F and S words for ones with more oomph but less cringe]]> http://seekingalpha.com/article/78796-when-will-american-realize-the-world-has-changed?source=feed#comment-175462 175462
We start wars that solve nothing yet don't fight wars that could solve problems; we support dictatorships that imprison their people (pick a South American country of your choice here), ignore dictatorships that commit outrages (Myanmar, Zimbabwe), topple those that didn't ask for our help (say Iraq 10 times fast), and punish dictatorships with popular support (say, Hello, Fidel)...need I go on?

Yet we don't have our own house in order. The world was dumb-founded at America's response to Hurricane Katrina. THAT, my friends, was the moment when the rest of the world realised that America was no longer a superpower, but rather a façade. Indeed, I spend a lot of my working life apologising for America

Our time is over; we've been fatally wounded by our own hand; while we're still standing, that fact merely reflects one of the laws of thermodynamics


]]> Wed, 28 May 2008 15:47:35 -0400
We start wars that solve nothing yet don't fight wars that could solve problems; we support dictatorships that imprison their people (pick a South American country of your choice here), ignore dictatorships that commit outrages (Myanmar, Zimbabwe), topple those that didn't ask for our help (say Iraq 10 times fast), and punish dictatorships with popular support (say, Hello, Fidel)...need I go on?

Yet we don't have our own house in order. The world was dumb-founded at America's response to Hurricane Katrina. THAT, my friends, was the moment when the rest of the world realised that America was no longer a superpower, but rather a façade. Indeed, I spend a lot of my working life apologising for America

Our time is over; we've been fatally wounded by our own hand; while we're still standing, that fact merely reflects one of the laws of thermodynamics


]]> http://seekingalpha.com/article/79102-apple-iphone-users-to-reach-30-million-by-2010-goldman?source=feed#comment-175068 175068
Here's an exercise that some might find amusing to see where apple's market cap might well go within 5 years:

Add up the caps of all (ALL) the businesses which swim in the same waters as apple: MSFT, DELL, GRMN, PALM, RIMM, and competing segments of mixed players like Sony and HP, then multiple that number by 0.7 (which is the percentage of MP3 player market that apple currently owns)

Scary isn't it?

Apple has an upside potential 3-5X that of microsoft.

Why?

They're easier to use, they don't crash as much and in the long run are cheaper as they don't need to be replaced as often--I expect to squeeze another year out of my '05 powerbook; the screen's starting to go, but I've only shut it off perhaps 200 hours in those three years (vacations); it's frozen maybe five times, but in fairness to the machine, a couple of times I had multiple huge Quark files open AND seven programs going at the same time

Apple will be at $400 within 18 months]]> Wed, 28 May 2008 08:06:27 -0400
Here's an exercise that some might find amusing to see where apple's market cap might well go within 5 years:

Add up the caps of all (ALL) the businesses which swim in the same waters as apple: MSFT, DELL, GRMN, PALM, RIMM, and competing segments of mixed players like Sony and HP, then multiple that number by 0.7 (which is the percentage of MP3 player market that apple currently owns)

Scary isn't it?

Apple has an upside potential 3-5X that of microsoft.

Why?

They're easier to use, they don't crash as much and in the long run are cheaper as they don't need to be replaced as often--I expect to squeeze another year out of my '05 powerbook; the screen's starting to go, but I've only shut it off perhaps 200 hours in those three years (vacations); it's frozen maybe five times, but in fairness to the machine, a couple of times I had multiple huge Quark files open AND seven programs going at the same time

Apple will be at $400 within 18 months]]> http://seekingalpha.com/article/74064-apple-s-branding-strategy-delivers-superior-results?source=feed#comment-156556 156556 Fri, 25 Apr 2008 11:23:46 -0400 http://seekingalpha.com/article/72252-will-the-iphone-eat-blackberry-s-business-lunch?source=feed#comment-150919 150919
This has nothing to do with Canada vs YankeeLand (truth be told, I'm happier than a clam when someone asks if I'm Canadian; you Canadians have the plus side of an American accent [women in the UK love it, trust me], can disclaim the last 50 years of US foreign policy AND don't have to turn red from embarrassment when someone tells you the latest "Bush-ism."

This is instead about two companies with vastly different visions and products to back it up. As one of my esteemed co-bloggers noted, RIMM is a one-trick pony; a recent stat I saw indicated that 79% of customers were very satisfied with iPhone vs 54% with the BB...AND the iPhone was Apple's very first effort in the mobile device market. that 25% difference in customer satisfaction should disturb anyone owning RIMM. PALM is likely to belly up in 12 months; how long will RIMM survive without a second product line? One might argue that Apple could lose one of its three (Macs, phones, iPods) products lines tomorrow and still be a viable business. Could RIMM? ]]> Tue, 15 Apr 2008 04:32:19 -0400
This has nothing to do with Canada vs YankeeLand (truth be told, I'm happier than a clam when someone asks if I'm Canadian; you Canadians have the plus side of an American accent [women in the UK love it, trust me], can disclaim the last 50 years of US foreign policy AND don't have to turn red from embarrassment when someone tells you the latest "Bush-ism."

This is instead about two companies with vastly different visions and products to back it up. As one of my esteemed co-bloggers noted, RIMM is a one-trick pony; a recent stat I saw indicated that 79% of customers were very satisfied with iPhone vs 54% with the BB...AND the iPhone was Apple's very first effort in the mobile device market. that 25% difference in customer satisfaction should disturb anyone owning RIMM. PALM is likely to belly up in 12 months; how long will RIMM survive without a second product line? One might argue that Apple could lose one of its three (Macs, phones, iPods) products lines tomorrow and still be a viable business. Could RIMM? ]]> http://seekingalpha.com/article/68562-chyron-corporation-the-future-of-online-graphics?source=feed#comment-126832 126832
Buy? Sell? Hold?

Find out now. CGS Click here for free stock analysis from the industry's leading independent research firm proven to beat the market.

I always worry when an article is written about a relatively unknown company by an "unbiased" party who is long on that company; it DOES make one wonder about objectivity, eh?]]> Sat, 15 Mar 2008 10:05:27 -0400
Buy? Sell? Hold?

Find out now. CGS Click here for free stock analysis from the industry's leading independent research firm proven to beat the market.

I always worry when an article is written about a relatively unknown company by an "unbiased" party who is long on that company; it DOES make one wonder about objectivity, eh?]]>