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  • My Bet Is That Microsoft Will Outperform Apple In 2015 [View article]
    MSFT YTD: -5.59%
    AAPL YTD: +17.32%

    Seems like Microsoft is giving Apple a "little" head start - from pity, I assume, just to keep the race a little more fair. Or so I would assume if I thought MB was right with his case of Microsoft being a better company than Apple. Which I of course don't. There's still 10 months to go, but my bet is that this piece will prove to be yet another failure in Michael's investing CV.
    Feb 22, 2015. 07:17 AM | 2 Likes Like |Link to Comment
  • Apple Pay gets foot into a big door: U.S. government transactions [View news story]
    Apple Pay is and was only the beginning of "iFinance". I'm certain that Apple desires to go deeper in to the "money printing business" and by 2020 we will see, for example, "iCredit" and "iInsurance" widely in use.

    I believe that by end of this decade, Apple has ditched Visa, Amex and Master and everything bought with Apple Pay ends up on your "iCredit" account. And you won't have to pay those crazy double digit interest rates any more, Apple could go as low as 3-5 % since it's already loaded with profits and cash. "iCredit" would just be yet another factor to superglue customers in the Apple ecosystem - while bringing in lots and lots of nice extra income, of course...
    Feb 14, 2015. 11:45 AM | Likes Like |Link to Comment
  • Apple: It Is All About Improving Margins [View article]
    I hope Apple isn't making the same mistake protecting margins that Nokia made in 2005-2008. I'm not exactly happy with my brand new iPhone 6 Plus having RAM issues, e.g. constant app or Safari tab reloads when switching between them and even Apple's own appa crashing. That's not what you would expect from Apple. Also my iPad Air gave me a series of "low memory" warnings just a couple of days ago, something I had never seen before. I'm far from the guy who buys his tech products by staring at spec lists, and am well aware that Apple doesn't care about shining on the paper. I'm just not sure if Apple is doing a very good job in terms of usability with these new iPhones or iOS 8.

    Clearly Apple is and was saving in a wrong place going with only 1 Gb of RAM. Yeah, the iPad Air 2 has 2 gigs now but that will probably prove to be insufficient within a year or two also. Apple should not prioritize margins ahead of user experience or it will face death for certain. And this is not something I'm happy to say as AAPL is by far my biggest holding, and I have been happy with the reliabilty of my Apple products in the past.

    Nokia used to ship crappy products to the markets, because they knew people would buy them anyway. That is because there were no better alternatives. Until there was when iPhone came out.
    Nov 15, 2014. 05:41 PM | 3 Likes Like |Link to Comment
  • Apple closes Beats deal; skepticism about October iPhone 6 report [View news story]
    What a stupid rumor! Apple will never take such a stupid strategy to publish products, and then take a long time to bring them to sale! October 14th will definitely be the date of another product publishes. Probably the 5.5" iPhone and iPads get introduced at that day, and hopefully even the iWatch!
    Aug 1, 2014. 12:32 PM | 3 Likes Like |Link to Comment
  • Apple's Bigger iPhones Could Steal Samsung's Market Share; Stock Heading Higher [View article]
    It is also way, way better to type with bigger screen. I don't think it will ever be as easy and as fast as with real buttons (at least for me...) to write with touchscreen, but definitely big screen helps. I write a lot with my phone so I haven't had iPhone, but as soon as it comes with bigger screen, I'll get one.
    Jul 25, 2014. 07:55 PM | Likes Like |Link to Comment
  • iPad: Growth Engine Or Achilles' Heel? [View article]
    Stock at $96.15 after hours at the moment. Hope these clicks enables the author to finance his shorts - and purchase some spare ones too. I assume that the old ones are getting a bit messy... Written with an iPad Air, enjoying AAPL and the summer. Life is good when you don't throw it away by fighting against something you can't win.
    Jul 7, 2014. 04:26 PM | 2 Likes Like |Link to Comment
  • Apple's Biggest Threat - Declining Prices Of Computing Devices [View article]
    I hope the author understands that technology doesn't get cheaper just because consumers think it's more fun to pay less than more. Technology becomes cheaper, because the products become cheaper to produce.

    E.g., in the year 1 you produce a phone with total costs of $50 and sell it with $100, making a profit of $50. In the year 2 the prices of components have fallen, making it cost only $40 to produce, so you could sell it for $90 and keep the same $50 profit, and actually better your profit margin from 50 % to 55,6 %. Yes, your revenue took a hit but you probably don't feel too bad about that.
    Jun 29, 2014. 08:51 AM | 6 Likes Like |Link to Comment
  • Apple's Latent Rates Of Revenue Growth [View article]
    First I'd like to thank the author for sharing this, it's very informative and a pleasure to read. I share your view that the Street's expectations for Apple are too low for the FY 2014. I think Apple could hit even as high as $6.50-6.55 EPS for this fiscal year, while analysts are expecting just $6.31.

    @Fear the cow: I think you're right, I've been seeing some heavy movement from Windows users towards Mac. Even bigger is the share of people who are considering buying, but hesitate because of lack of games and/or programs. But the more new users come in, the more games and programs are made also for Mac, and again, more new users will come in. There is a huge potential in Macs.
    Jun 29, 2014. 08:34 AM | 6 Likes Like |Link to Comment
  • Now That The 'Little Guy' Is In Apple, Time For The Flush [View article]
    I'm not very impressed with this article, sorry. MB will surely appreciate this piece, though. Waiting for him to come give 'kudos' for the author.
    Jun 26, 2014. 12:17 PM | 8 Likes Like |Link to Comment
  • Apple Market Share: Slip, Slipping Away [View article]
    MB really hates Apple. AAPL as a stock and Apple as a company have became his archenemies, he's gone into some kind of holy war against them. A perfect example why you should keep your emotions and your money apart from each other.
    Jun 23, 2014. 12:48 PM | 11 Likes Like |Link to Comment
  • Apple Bulls: You Win [View article]
    @Fanboy?: Exactly... Sometimes it might feel like that everyone else is wrong and you are the only one being right, but that is extreme rarely the case. Usually it means that you are the one being wrong. Sometimes the denial mode can go way beyond rational levels, starting to be down right paranoid and might even lead to psychosis. Hopefully the author gets out of this "no one gets it but me" mode quickly...
    Jun 9, 2014. 10:08 AM | 5 Likes Like |Link to Comment
  • I Was Wrong About Apple [View article]
    You'd better tank up some more puts then, don't you think? Take some leverage and make yourself rich. I'm eager to see the results after iPhone "6c" and "6s" come to sale.
    Jun 9, 2014. 02:22 AM | 6 Likes Like |Link to Comment
  • Don't Buy Apple After It Splits [View article]
    While I think your article is a nice read and interesting as well, I would be far more careful about jumping in to conclusions of the power of the splits. AAPL had far bigger reasons to jump after the results than the split announcement. And how do you think it will affect the stock if/when it comes public that Apple goes to DJIA, and DOW funds and ETF's have to start hoarding the shares?
    May 14, 2014. 12:56 PM | 2 Likes Like |Link to Comment
  • Has The Apple Fallen? [View article]
    Yet Sony was the only company for which Jobs offered a chance to start making Mac computers. Jobs was very fond of Sony and I do think that e.g. the most beautiful smartphones after the iPhone come from Sony.
    May 1, 2014. 04:46 PM | Likes Like |Link to Comment
  • Every Dividend Income Investor Should Own Apple Now [View article]
    @rickraphael: I was also thinking about the possibility of DRIP to come up from Apple, and it seems quite sure that they'll make it happen. As for today you would have to own more than $100k worth of AAPL to get even one stock per Q with dividends, but after the split you could get a stock quarterly with only about $14k in AAPL. Far more accessible for many small investors.
    Apr 27, 2014. 05:16 PM | 3 Likes Like |Link to Comment