Seeking Alpha

Geddy » Comments » AAPL

  • Apple's AT&T Deal: Setting the Record Straight [View article]
    CDMA is used in the USA & China...can't beat population of China!


    On Nov 24 05:23 PM GSlusher wrote:

    > Typical financial commentary that ignores physical reality. Apple
    > would need to design & get approval for a DIFFERENT iPhone to
    > use on Verizon's CDMA network, then support it. Why would they, when
    > CDMA is on the way out and is used only in the US and a smattering
    > of other countries? It would also reduce the iPhone's functionality:
    > the user could not access email or the web while on a call, as CDMA
    > cannot handle voice & data simultaneously. (E.g., you can't access
    > Google Maps data while on a call with the Droid.)
    Nov 25 23:05 pm |Rating: 0 0 |Link to Comment
  • Apples to Apples: Will History Repeat Itself as Android Gains on the iPhone?  [View article]
    For me, it has to be a trade-off between device and carrier. I don't care how fancy or practical your device is, if it's on an inferior carrier it doesn't work. All I see on ever blog is consumers love the iPhone but hate the current carrier.
    Nov 03 22:05 pm |Rating: +3 -4 |Link to Comment
  • Motorola Droid: A Promising iPhone Challenger [View article]
    @rick12345-Nokia hasn't put out a viable/useful device since the 90's. This isn't Europe where they'll use anything.
    Oct 25 22:03 pm |Rating: +1 0 |Link to Comment
  • Does Verizon Really Need the iPhone? [View article]
    Put down the crack pipe AdamC, VZW has the best network bar none (again, check any reputable publication). Go back to your job selling phones for AT&T!


    On Jul 19 10:26 PM AdamC wrote:

    > The question to ask is do Apple need VZ?
    >
    > The churn rate is low because of the contracts the subscribers had
    > signed with VZ and they also inherited 13 millions customers from
    > Alltel (without which ATT would have the most subscribers).
    >
    > VZ cripple phones to save bandwidth and most of their users don't
    > surf the net because of the crappy user experience. Wit the iPhone
    > VZ may also experience the same problem as ATT because of the consumption
    > of bandwidth.
    >
    > And why should Apple make a CDMA phone when there is no future in
    > its future?
    >
    > By the way selling in other markets more than make up for the loss
    > of sale without VZ.
    Jul 20 14:06 pm |Rating: 0 -1 |Link to Comment
  • Does Verizon Really Need the iPhone? [View article]
    Verizon's network is MUCH better, just check any reputable publication. I believe everyone forgets that VZW was the first choice by Apple for the iPhone and turned it down...probably a good decision in hindsight.


    On Jul 19 12:09 PM Don Bowey wrote:

    > You said "As noted before, the iPhone may be the worst thing that
    > has ever happened to AT&amp;T’s reputation over the long run."<br/>
    >
    > You must be one of the non-technical writers who think the iPhone
    > "consumes" bandwidth. It doesn't. It uses whatever bandwidth is available
    > at any time, which is totally a function of AT&amp;T's Network.<br/>
    >
    > AT&amp;T damages their own reputation by not increasing bandwidth
    > availability ahead of service demand, By the way, what makes you
    > think the Verizon network is any better? Quit blabbing things as
    > truth, which are only conjecture.
    Jul 20 14:05 pm |Rating: 0 0 |Link to Comment
  • Dear Palm CEO: Here's What It Would Take to Get Me to Switch [View article]
    I believe he/she is a Sprextel employee which explains all the "pro-pre" diatribes from him/her on the blogs.


    On Jun 21 10:18 AM another.anal.ist wrote:

    > I have read Aryamehr's ad nauseum stupidity regarding the iPhone
    > over the weeks. But this one:
    >
    > "One must remember the primary reason we buy Smart phones for is
    > Voice and not surfng the the internet."
    >
    > proves what a worthless nitwit he/her is. The bard said it best these
    > trivial blatherings are "tales told by an idiot. Full of sound &amp;
    > fury. Signifying nothing."
    >
    > Ayuh
    Jun 21 15:57 pm |Rating: 0 0 |Link to Comment
  • Palm Pre: Inventory Watch [View article]
    I believe they're Sprextel employees....


    On Jun 15 11:11 AM EJL wrote:

    > Commenters keep saying that the Pre is going to do well in the business
    > setting and take over RIM's market share. Yet I see zero facts to
    > support this. What about the Pre will dominate the Blackberry in
    > the enterprise? Please answer that question.
    >
    > As I see it, my Pre is not as good as the iPhone for media consumption
    > and games. It feels like an iPhone junior (and the much smaller screen
    > accentuates this). And the Pre doesn't even touch my Blackberry for
    > messaging. So where does this leave the device?
    >
    > Please explain, jamesapple and aryamehr, what specifically about
    > the Pre makes it a better choice for enterprises than a blackberry
    > or iphone. I don't see it. This appears to be just one's biased view
    > with no factual support.
    Jun 15 12:18 pm |Rating: 0 0 |Link to Comment
  • Palm vs. Apple vs. RIM: The Mobile OS Wars Heat Up [View article]
    The Pre is NOT 4G capable so please don't use that as a selling point. It is also not world wide capable so don't plan on using it if you travel overseas.


    On Jun 05 10:40 AM Aryamehr wrote:

    > The group to watch is Rubinstein and team. They are not only on par
    > with Apple in the quality of engineers but their prescience IMHO
    > is definately ahead of our time. I am glad you mention Sprint's network
    > and how much faster it is from that of ATT's. I too have wondered
    > how they get away advertizing that they have the fastest Network
    > Speeds in the industry. Sprint's 3G network has proven itself over
    > and over again that in most instances it is faster and more reliable,
    > not to mention cheaper than that of ATT's. Now throw in their 4G
    > platform and you will have difficulty seeing ATT anywhere but puckering
    > their hind lips spinning about what they intend to do in the future
    > with their LTE version of 4G. The industry pundits have responded
    > that for ATT to have a ubiquitous 4G network earlier than 2012 would
    > be a miracle.
    > Sprint had two issues that needed to be resolved after its merger
    > with Nextel. The first was Customer Service and the second was a
    > quality smart phone that could emulate the iPhone or Storm. Since
    > the inception of the new management team in Q1 of 2008 Sprint has
    > executed with precision, under the auspices of their new CEO, Dan
    > Hesse. Every survey in the nation will manifest that their customer
    > service has improved drastically. In some areas they have even won
    > the title of having the best Customer Service. The second issue was
    > their ability to offer quality Smart phones, that has also been taken
    > care of with the launch of numerous Blackberries, the impending launch
    > of the Pre and a slew of new phones that are due this summer from
    > Motorola and numerous Asian manufacturers with Android based OS's.
    > Now couple this with the organic restructuring that will manifest
    > additions to their Cash balances ($4.5 Billion) and reduction in
    > liabilities. What few of us know is that Sprint is also in possession
    > of a much coveted wireless Spectrum of licenses that are worth $10's
    > of billions. Sprint also has reinvigorated its Boost Mobile subsidary,
    > which is unequivocally the best nationwide Pre-Paid service in the
    > nation. Last quarter they had close to 800,000 net subscriber additions
    > to their service and it appears that this pace of growth will continue
    > through Q2, 2009. With the launch of the Pre on its 4G network Sprint
    > will definately have an advantage over its rivals, however it will
    > be interesting to see how Dan Hesse and company leverage this advantage
    > while restructuring the company. To date they have done well to beat
    > earnings estimates 80% of the time since Mr. Hesse took the helm
    > in Q1 2008. Last quarter they beat estimates by 8 cents, while lowering
    > their debt by $600 million and adding $800 million in free cash flow
    > to their balances, which was substantially better than the estimates.
    >
    > Yesterday I was fortunate to be able to use my friends Pre on Sprints
    > network. Well, all I can say it went far beyond my expectations.
    > What I also liked about the phone was its size, it fits into the
    > palm of your hand as though it was an integral part it. On the morrow
    > the public will get their chance to see that the Pre is no hype but
    > rather a phone that will unequivocally emulate the iPhone and put
    > Sprint back on the right glide path.
    Jun 07 12:00 pm |Rating: 0 0 |Link to Comment
  • Palm Pre: Gauging Success Will Take Time [View article]
    But yet he does use his Blackberry as president...not sure where you got your news. He was OK'd to use it after he started.


    On Jun 06 06:52 PM JamesApple wrote:

    > iPhone, Nokia, Palm and Samsung all have push eMail. Within 3 years
    > everyone will have fully collaborative capability far exceeding the
    > simple push email.
    >
    > The main reason for the global collapse is due to the fact that many
    > business people depend on email for business decision making and
    > communication. Email messages are incomplete, incoherent, random,
    > disorganized, dysfunctional. Business decisions require sound, accurate,
    > timely, complete and relevant, secured and authenticated information
    > ideally tied to business workflow. Random and dangerous decisions
    > made by blackberry wielding former business executives have torpedoed
    > businesses the world around causing our global crash. Random stock
    > exchanges using blackberries are a prime example.
    >
    > blackberry culture is random, chaotic, incomplete, incohorent, dysfunctional
    > for business use.
    >
    > The best email client is hardware based, running on a notebook with
    > fingerprint or other biometrics for user identification and authentication,
    > not a lousy little blackberry where the user identification alone
    > would drain the powerful phone batteries in the world in minutes
    > rendering the phone useless.
    >
    > How can the blackberry users be so naive?
    >
    > If you must ensure absolute security in your communications including
    > email, throw away that blackberry, and use a notebook computer equipped
    > with the right hardware. Blackberries are far far away from secure,
    > that's why Barack Obama is forbidden to use blackberry when communicating
    > as president.
    >
    > blackberries are not secure, far from it.
    Jun 07 11:54 am |Rating: 0 0 |Link to Comment
  • Palm Pre: Gauging Success Will Take Time [View article]
    And again, you don't work for Sprextel do you??? Hogwash on the speed, that I can promise you. Sprint has by far the worst network and customer service (again, see ANY reputable publication for verification). The Pre may be great, but if I was you I'd wait for it to be available on VZW's Network.


    On Jun 07 06:17 AM Aryamehr wrote:

    > The Pre trumps the iPhone on almost every category. The first thing
    > I did was test the download speeds of Sprint/Pre against the ATT/iPhone.
    > The results weren't even close, the pre downloaded ESPN, CNN &amp;
    > ABC at least twice as fast as the iPhone, this was also true against
    > the Verizon/Blackberry Storm. The Pre's camera was much clearer and
    > displayed colors with more contrast. The battery life was excellent
    > contrary to reports I heard on the internet. I loved the Touchstone
    > charger, it is intuitive and innovative. Its multifunctioning capacity
    > is just unbelievable, it can simultaneously keep over ten websites
    > running. The iPhone is limited to one. IMHO the size was perfect,
    > contrary to the iPhone, it fits perfectly into the palm of one's
    > hand. The phone also has a decent qwerty keyboard, another item lacking
    > in the iPhone. The battery can be changed, which the iPhone is incapable
    > of doing. It does lack an Application Store of any note, however
    > that won't be a problem since its WebOS was designed with the purpose
    > of using programming languages familiar to tens of millions of developers.
    >
    >
    > Please use the phone and verify my claims to the Pre's Speed. It
    > is going to be near impossible for the iPhone to trump the Pre any
    > time into the near future and I don't think anything innovative will
    > be coming out of the WWDC this week.
    >
    > Palm is here to stay and with time they will eat into Apple's territory.
    > It is just a matter of time before everyone sees how good this device
    > truly is.
    Jun 07 11:53 am |Rating: 0 0 |Link to Comment
  • Palm vs. Apple vs. RIM: The Mobile OS Wars Heat Up [View article]
    Wow, enough of the pro-Sprextel spew. Let's face it, every reputable publications ranks them horribly compared to their competitors...and losing millions of customers each quarter with no sign of slow down can't be good. Yes, they made numbers that down deep mean little. Laying off thousands of employees tends to do that, especially network employees. Now that they'll probably outsource their network maintenance to Ericsson, I can't see it getting any better.


    On Jun 05 10:40 AM Aryamehr wrote:

    > The group to watch is Rubinstein and team. They are not only on par
    > with Apple in the quality of engineers but their prescience IMHO
    > is definately ahead of our time. I am glad you mention Sprint's network
    > and how much faster it is from that of ATT's. I too have wondered
    > how they get away advertizing that they have the fastest Network
    > Speeds in the industry. Sprint's 3G network has proven itself over
    > and over again that in most instances it is faster and more reliable,
    > not to mention cheaper than that of ATT's. Now throw in their 4G
    > platform and you will have difficulty seeing ATT anywhere but puckering
    > their hind lips spinning about what they intend to do in the future
    > with their LTE version of 4G. The industry pundits have responded
    > that for ATT to have a ubiquitous 4G network earlier than 2012 would
    > be a miracle.
    > Sprint had two issues that needed to be resolved after its merger
    > with Nextel. The first was Customer Service and the second was a
    > quality smart phone that could emulate the iPhone or Storm. Since
    > the inception of the new management team in Q1 of 2008 Sprint has
    > executed with precision, under the auspices of their new CEO, Dan
    > Hesse. Every survey in the nation will manifest that their customer
    > service has improved drastically. In some areas they have even won
    > the title of having the best Customer Service. The second issue was
    > their ability to offer quality Smart phones, that has also been taken
    > care of with the launch of numerous Blackberries, the impending launch
    > of the Pre and a slew of new phones that are due this summer from
    > Motorola and numerous Asian manufacturers with Android based OS's.
    > Now couple this with the organic restructuring that will manifest
    > additions to their Cash balances ($4.5 Billion) and reduction in
    > liabilities. What few of us know is that Sprint is also in possession
    > of a much coveted wireless Spectrum of licenses that are worth $10's
    > of billions. Sprint also has reinvigorated its Boost Mobile subsidary,
    > which is unequivocally the best nationwide Pre-Paid service in the
    > nation. Last quarter they had close to 800,000 net subscriber additions
    > to their service and it appears that this pace of growth will continue
    > through Q2, 2009. With the launch of the Pre on its 4G network Sprint
    > will definately have an advantage over its rivals, however it will
    > be interesting to see how Dan Hesse and company leverage this advantage
    > while restructuring the company. To date they have done well to beat
    > earnings estimates 80% of the time since Mr. Hesse took the helm
    > in Q1 2008. Last quarter they beat estimates by 8 cents, while lowering
    > their debt by $600 million and adding $800 million in free cash flow
    > to their balances, which was substantially better than the estimates.
    >
    > Yesterday I was fortunate to be able to use my friends Pre on Sprints
    > network. Well, all I can say it went far beyond my expectations.
    > What I also liked about the phone was its size, it fits into the
    > palm of your hand as though it was an integral part it. On the morrow
    > the public will get their chance to see that the Pre is no hype but
    > rather a phone that will unequivocally emulate the iPhone and put
    > Sprint back on the right glide path.
    Jun 06 17:43 pm |Rating: 0 -1 |Link to Comment
  • Palm Pre: Gauging Success Will Take Time [View article]
    Don't think so JamesApple. No one comes close to the Blackberry e-mail client.
    Jun 06 17:38 pm |Rating: 0 -2 |Link to Comment
  • Preview of Palm's Pre: Being Good Is Not Always Good Enough [View article]
    He works for Sprextel...


    On Jun 04 03:50 PM User 19004 wrote:

    > How was it that you were able to use this phone? I assume you must
    > have in order to give it such perfect reviews.
    Jun 04 18:19 pm |Rating: +2 0 |Link to Comment
  • Three Strikes from Apple and Palm May Be Out [View article]
    AT&T has already converted some markets to HSPA+ so planning is complete and deployment has started. They have repeatedly stated that is their plan instead of deploying LTE full bore as VZW is doing (see RCR, Wireless Week, etc.).

    Please provide the survey links showing Sprextel has better service than any other carrier so we can all verify, as everything I've seen from reputable sources (again; RCR, Wireless Week, JD Powers, etc.) say different.
    May 27 11:30 am |Rating: +1 0 |Link to Comment
  • Three Strikes from Apple and Palm May Be Out [View article]
    Again, HSPA+ that AT&T will launch this year (prior to LTE) will be faster than any WiMax offering from Sprextel/Clearwire...this point is mute.


    On May 21 09:41 AM Aryamehr wrote:

    > One thing you fail to mention is the Pre's ability to function on
    > 4G platform, which is 10 times faster than 3G. ATT according to the
    > pundits will be lucky to have a fully funcitoning 4G platform before
    > 2012. Now tell me how Apple will counter that when it is constrained
    > to ATT?
    May 22 16:12 pm |Rating: +1 -1 |Link to Comment
More on AAPL by Geddy
Geddy's
Comments Stats
165 comments
Rating: -8 (30 - 38 )