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  • How Google Stole The Show From Apple  [View article]
    This guy is from Finland and you'd really be amazed how popular it is in here to compare Apple to Nokia. Nokia was our only big successful company and we were very proud of it, and because it was essentially Apple who destroyed it, Apple is by many still viewed as the satan itself. Thus, it really has become a popular thing to hope and say it aloud that "Apple is the new Nokia".
    Feb 5, 2016. 12:32 AM | 5 Likes Like |Link to Comment
  • Alphabet Has Become The World's Largest Public Company: Now What?  [View article]
    "mobile continues to perform very strongly - up 24% on a YoY basis - which vindicates the company's investment in the Android platform to drive mobile search growth. Google's share of the smartphone market has risen at a torrid pace which will further strengthen the company's dominance of the digital ad market."

    Whoa, Google still makes more money out of iOS than Android users. Could you please explain what do you mean by this paragraph?
    Feb 2, 2016. 09:09 AM | 1 Like Like |Link to Comment
  • Apple's Currency Index Turns A New Page In Its Financial Results  [View article]
    Is this true? If is then wow... That's some nasty misleading...
    Jan 31, 2016. 04:17 AM | 1 Like Like |Link to Comment
  • Apple's Currency Index Turns A New Page In Its Financial Results  [View article]
    Yes, USD should be about at its peak now. What I think is interesting is that how much of the overseas cash does Apple keep in other major currencies (EUR, YEN, YUAN)? Because at these levels it would be dumb to sell them all to USD. Euro in particular can even quite swiftly rise to 1.20. If Apple for example had now $10B worth of €, it would make around $1B profit only by currency change.
    Jan 31, 2016. 04:14 AM | 4 Likes Like |Link to Comment
  • Situation At Apple Might Be Similar To Microsoft At The Turn Of The Century  [View article]
    When Microsoft peaked in '99, its P/E was over 70. Obviously it was a bubble, much like FANG are today. Yes, Google is also a bubble, its only growing business is mobile ads and highly dependant of iOS lineup. When (note: not if) Apple sees the time right to ditch Google as the primarily search engine in iOS, Google's profits basically go down 20-40 % "overnight". So just like Apple's source of profit and revenue can be seen to be too dependant of iPhone, the same is also true for Google.
    Jan 30, 2016. 04:41 AM | 2 Likes Like |Link to Comment
  • Apple status takes a hit, Cook heads to Brussels  [View news story]
    "Alphabet overtook Apple in December" and here I was thinking that neither Apple nor Google had yet published their balance sheet from December. How are you able to calculate EV from a specific date without knowing the balance sheet numbers of that given day?
    Jan 22, 2016. 05:35 AM | 14 Likes Like |Link to Comment
  • Apple's Tough Compare May Not Be So Tough After All  [View article]
    Yes, Apple's Q1 will be phenomenal. Foxconn's bad revenue from December is not a reason to be scared. Pegatron has taken the stage in manufacturing 6s and 6s Plus, which is giving Foxconn a big hit. It was in talks already over a year ago: "Pegatron May Handle More Than Half of 'iPhone 6s' Orders in 2015"

    As is mentioned in the article, Foxconn was believed to get 70 % of iPhone 6 orders and all of iPhone 6 Plus orders in fall 2014. Now, if you count this thing up by assuming 50 % orders this year versus 70 % last year (0.5/0.7), you'll end up with 0.71, meaning that if Apple had produced exactly the same amount of iPhone 6's and iPhone 6s' at the same cost, Foxconn's revenue would be down 29 %.

    Pegatron's revenue is up around an average of 30 % per month Y/Y from August to November, when iPhone 6s production began. November being up only 2.7 % Y/Y is because of this: "Pegatron assisted Apple in boosting production on both the iPhone 6 and perhaps even the iPhone 6 Plus in response to strong demand following the two devices' launch. Apple asked Pegatron to begin supplementing production on the 5.5-inch iPhone as Foxconn has struggled to meet demand."
    Jan 14, 2016. 04:06 PM | 8 Likes Like |Link to Comment
  • Apple launches 4K 21.5" iMac, new 5K systems, peripherals  [View news story]
    Apple's dominance in the PC market gets even more unchallenged with this new Mac lineup. Microsoft is taking such huge blows that they even had to crawl in to the previous iPhone and iPad Pro launch to come and try sell the only good product left in their lineup (Office). Microsoft is finally where Jobs always wanted it to be, beaten and downgraded as only another software supplier for Apple. If Steve could see what's going on, I bet he would have a big smile on his face.
    Oct 13, 2015. 09:46 AM | 9 Likes Like |Link to Comment
  • Apple reveals Music service, News app, iPad multitasking, watchOS 2  [View news story]
    Hot damn! Apple just turned the music industry around, again. Only question I have at this point is how can I stand to wait for three weeks for this? I want it now...! (Oompa, Loompa, doom-pa-de-doo...)
    Jun 8, 2015. 04:28 PM | 4 Likes Like |Link to Comment
  • Google misses out on Apple's transaction fees  [View news story]
    Thinking this would impact Apple Pay is wrong. Google is not giving that service for free because it's trying to hurt Apple, it is doing this because it must. It can't afford to loose all the high end mobile market share to Apple. Google's management understands the need for successful mobile payment solution but lacks the leverage which Apple holds, thus they practically need to take a loss for their service, whereas Apple gets paid for its.

    This yet again proves how important it is for a company to have a long term business plan which to follow, no matter what the competitors do, markets think or what the media might say. Apple has been building its empire always knowing what comes next. Google, on the other hand, just swings around like a maniac not being able to concentrate at anything it does.

    Apple patiently build up that huge credit card base, probably knowing right from the start of the iTunes and the AppStore, that when the time is right, it would publish Apple Pay. And when the time was right, Apple with its huge cash reserve was basically in a position where it could just ask the credit card companies like: "Hey, we're putting up a mobile payment system, and were wondering whether you'd like us to create a credit service of our own, or give us 0,15 % for every purchase made with your credit card." So no, the CC companies are not happy with the situation but it's absolutely better for them, than to loose the revenue stream from Apple users all together.

    P.S. Talking about the persistent business model of Apple, I'm pretty sure that the HomeKit and HealthKit will one day lead to Apple offering health and home insurance. For me, at least, it would make perfect sense. Because when you think about the HomeKit for example, and how one day your home's security is pretty much kept together by Apple and monitored by your Apple devices in real time, the chances for financial or material losses in the events of fire, burglary, or etc. go lower due to improved security and faster reaction. Because of the lower risks, Apple could therefore offer cheaper home insurance than competitors with better profitability. A little same goes with HealthKit; tracking people's health and eventually "calling 911" in real time in case of emergency has huge advantages in preventing deaths or serious injuries.
    Jun 7, 2015. 10:22 AM | 7 Likes Like |Link to Comment
  • Apple: Bear Case From A Bull  [View article]
    It's about safe to say that Samsung has yet another failure in its hands with the new Galaxy S -line. I have been looking at availability of the S6 and S6 Edge and there's a huge over supply especially in the S6. Edge has some delivery delays but that appears to be purely due to manufacturing issues.

    What I find most interesting is that the demand for iPhone 6 and 6 Plus have apparently jumped in the last previous couple of weeks. Supply for especially iPhone 6 is again lagging big time, in fact there are bigger supply issues for the iPhone 6 than Galaxy S6 Edge! This just makes me assume that many people had been waiting for the new Samsung models befpre deciding to buy a new phone. And if so, it really does seem that Samsung couldn't assure buyers to go with the new Galaxys, so they went with iPhone instead. I think this on going Q3 will be a huge surprise for the markets as well.

    My prediction is that Q2 earnings will help launch AAPL above $150 before June is over and Q3 earnings will eventually take the stock already somewhere between $160-170. Massive year for AAPL longs coming up. Not so much for Mikey-the-Shorts, though...
    Apr 26, 2015. 09:34 AM | 2 Likes Like |Link to Comment
  • Voltari Corp. And The Madness Of Crowds  [View article]
    Whoa, someone's a wee bit cranky! Just keep calm and buy the stock. It's a ride worth taking.
    Apr 22, 2015. 06:35 AM | 3 Likes Like |Link to Comment
  • Apple's Sane Advantages  [View article]
    Care to explain why has, and still is, the Mac family growing long and steady, while the PC market as a whole has been declining steadily? And please don't bring that market share jargon to this discussion, Apple has never cared about market share, nor it ever should. It's money that matters.

    You can't pay your bills or dividends with market share, you need money for those. And Apple currently takes 96 cents from each profitable dollar that is moving on the whole mobile market. And that's something you can pay your bills and dividends with.
    Mar 19, 2015. 11:42 AM | 3 Likes Like |Link to Comment
  • At Pre-Bust Valuation, Is Apple Getting Ahead Of Itself?  [View article]
    Seems a bit odd to compare 2012 earnings valuation to 2015 without even mentioning how much more Apple has cash today than two and a half years ago. Please, author, make the same comparisons on ex-cash valuations and cash flow based valuations, I think you'd be surprised...
    Mar 19, 2015. 10:42 AM | 14 Likes Like |Link to Comment
  • 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