i39gy783jf5's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/179873/comments http://seekingalpha.com/article/108187-will-the-iphone-be-taken-by-storm?source=feed#comment-315829 315829 Wed, 26 Nov 2008 16:12:14 -0500 http://seekingalpha.com/article/103202-the-shallowest-generation?source=feed#comment-296140 296140
He live through all of that, even after being forced down in Normandy, almost being captured by Germans on several occasions, an almost being killed by US forces taking the town of Valognes in France.

He is too self-effacing and humble to claim any credit for anything. He merely views his participation in all of that as a required duty, unworthy of earning any special recognition.

He is right.

In fact, my father would be the first to accept blame and responsibility for not leaning the lessons of the 'Great War', and through blindness, selfishness and pure stupidity of an insular US, his generation holds accountability for the horrors of World War II.

Then, the 'Greatest Generation' stood by as clear, unmistakable threats grew on a global dimension. The 'America First' crowd insisted that the US keep out of 'foreign wars' not of our making. Japan invaded Manchuria, then China, then Burma, the Philippines, Thailand, Indonesia, New Guinea, an of course, Singapore. The Germans meanwhile marched into Bohemia, Austria, Poland, The Netherlands, Denmark, Norway, France, etc.

So, the 'Greatest Generation' and their fathers found themselves in a real mess.

What's my point?

You can cherry pick any time frame in history you want to fit a nice, neat argument that fits your narrative here. It is like all things in life; full of half-truths, lacking perspective but still useful.

The current generation has not waged a global war of mass death upon one another. How much GDP does that count for?

The current generation is also responsible for helping to spread democracy to so many countries I forgot them all. I did not see you mention the establishment of democracy in places like South Africa, Namibia, East Germany, Poland, Bulgaria, Romania, Nicaragua, Albania, Bosnia, East Timor, Grenada, Estonia, Latvia, Lithuania ... shall I continue?

How much selfishness and lost GDP and missing savings does that account for?

Also, in being such a lost generation, who should be accountable for the generational shaking advances in pre-natal birth care, eradication of so many diseases I cannot write them all, systems that protect people from the hurricanes and disaster of a generation ago that would kill hundreds of thousands, legal systems that deliver justice to peoples that never existed 50 years ago, etc.

Look. There is a huge chunk of what you say I agree with. But you miss perspective that would add credibility to your point. You view the pre-shallowest generation world as perfect, and parse the worse of what we have wrought upon the world.

Our system has self-correcting mechanisms, brute and unpleasant as they may be, that are now kicking into gear. That is the beauty of our system and democracy ... you can run, you can hide, but in the end you will pay. There is no escape.

James, you need to collaborate with other minds to get the missing perspective you are unable or are unwilling to include. Then, you will form a more perfect option.

Thanks for your thoughts.

A proud son of exemplary father of the 'Greatest Generation' ]]> Sun, 02 Nov 2008 07:08:08 -0500
He live through all of that, even after being forced down in Normandy, almost being captured by Germans on several occasions, an almost being killed by US forces taking the town of Valognes in France.

He is too self-effacing and humble to claim any credit for anything. He merely views his participation in all of that as a required duty, unworthy of earning any special recognition.

He is right.

In fact, my father would be the first to accept blame and responsibility for not leaning the lessons of the 'Great War', and through blindness, selfishness and pure stupidity of an insular US, his generation holds accountability for the horrors of World War II.

Then, the 'Greatest Generation' stood by as clear, unmistakable threats grew on a global dimension. The 'America First' crowd insisted that the US keep out of 'foreign wars' not of our making. Japan invaded Manchuria, then China, then Burma, the Philippines, Thailand, Indonesia, New Guinea, an of course, Singapore. The Germans meanwhile marched into Bohemia, Austria, Poland, The Netherlands, Denmark, Norway, France, etc.

So, the 'Greatest Generation' and their fathers found themselves in a real mess.

What's my point?

You can cherry pick any time frame in history you want to fit a nice, neat argument that fits your narrative here. It is like all things in life; full of half-truths, lacking perspective but still useful.

The current generation has not waged a global war of mass death upon one another. How much GDP does that count for?

The current generation is also responsible for helping to spread democracy to so many countries I forgot them all. I did not see you mention the establishment of democracy in places like South Africa, Namibia, East Germany, Poland, Bulgaria, Romania, Nicaragua, Albania, Bosnia, East Timor, Grenada, Estonia, Latvia, Lithuania ... shall I continue?

How much selfishness and lost GDP and missing savings does that account for?

Also, in being such a lost generation, who should be accountable for the generational shaking advances in pre-natal birth care, eradication of so many diseases I cannot write them all, systems that protect people from the hurricanes and disaster of a generation ago that would kill hundreds of thousands, legal systems that deliver justice to peoples that never existed 50 years ago, etc.

Look. There is a huge chunk of what you say I agree with. But you miss perspective that would add credibility to your point. You view the pre-shallowest generation world as perfect, and parse the worse of what we have wrought upon the world.

Our system has self-correcting mechanisms, brute and unpleasant as they may be, that are now kicking into gear. That is the beauty of our system and democracy ... you can run, you can hide, but in the end you will pay. There is no escape.

James, you need to collaborate with other minds to get the missing perspective you are unable or are unwilling to include. Then, you will form a more perfect option.

Thanks for your thoughts.

A proud son of exemplary father of the 'Greatest Generation' ]]> http://seekingalpha.com/article/103160-motorola-s-train-wreck?source=feed#comment-296118 296118
Kevin, quit it ... stop writing. You don't have the mental equipment to be of any value to anybody.]]> Sun, 02 Nov 2008 05:13:20 -0500
Kevin, quit it ... stop writing. You don't have the mental equipment to be of any value to anybody.]]> http://seekingalpha.com/article/103169-who-will-win-the-home-entertainment-battle?source=feed#comment-295051 295051 Fri, 31 Oct 2008 10:27:37 -0400 http://seekingalpha.com/article/35621-the-iphone-apple-s-first-flop?source=feed#comment-294549 294549 Thu, 30 Oct 2008 15:17:34 -0400 http://seekingalpha.com/article/35621-the-iphone-apple-s-first-flop?source=feed#comment-294548 294548 Thu, 30 Oct 2008 15:16:57 -0400 http://seekingalpha.com/article/102635-will-the-macworld-expo-apple-stock-correlation-continue?source=feed#comment-293615 293615 ]]> Wed, 29 Oct 2008 13:23:40 -0400 ]]> http://seekingalpha.com/article/100679-apple-perplexed-by-ports?source=feed#comment-286128 286128 Mon, 20 Oct 2008 08:14:09 -0400 http://seekingalpha.com/article/100167-how-low-will-apple-go?source=feed#comment-283783 283783 Thu, 16 Oct 2008 12:33:53 -0400 http://seekingalpha.com/article/99996-end-of-the-line-for-apple-s-firewire?source=feed#comment-282859 282859
Apple has maintained Firewire in its most important lineups ... the 15 inch and 17 inch laptops. MacBook Air has never had Firewire. It not showing up in the 13 inch laptops is reasonable, as those people don't demand it and it gives the other models more differentiation room.

The 800 Firewire is fully backward compatible with 400 with a simple connector ... no problem.

More lightweight, meaningless palaver from this guy.]]> Wed, 15 Oct 2008 10:10:16 -0400
Apple has maintained Firewire in its most important lineups ... the 15 inch and 17 inch laptops. MacBook Air has never had Firewire. It not showing up in the 13 inch laptops is reasonable, as those people don't demand it and it gives the other models more differentiation room.

The 800 Firewire is fully backward compatible with 400 with a simple connector ... no problem.

More lightweight, meaningless palaver from this guy.]]> http://seekingalpha.com/article/99957-apple-fails-to-deliver-and-the-rally-fizzles?source=feed#comment-282804 282804
2. Apple has no intention at this point to join the other computer manufacturers at the profitless, marginless bottom of the pit. It does not want nor need that business at this point. When it is selling its laptops at healthy margins and gaining market share every quarter, why on earth would they get distracted on low end stuff. Stupid.

3. Apple did put one laptop in a more affordable range to keep pressure on the lower rung losers.

4. Most regular Apple analysts applauded the new lineup, concur with Apple not racing down to the bottom, and also not getting bogged down in useless Blue Ray.

5. Don't believe the Apple bullshit about margin reductions. Their laptops will not lose any margin.

This guy keeps getting it wrong about Apple.]]> Wed, 15 Oct 2008 09:26:24 -0400
2. Apple has no intention at this point to join the other computer manufacturers at the profitless, marginless bottom of the pit. It does not want nor need that business at this point. When it is selling its laptops at healthy margins and gaining market share every quarter, why on earth would they get distracted on low end stuff. Stupid.

3. Apple did put one laptop in a more affordable range to keep pressure on the lower rung losers.

4. Most regular Apple analysts applauded the new lineup, concur with Apple not racing down to the bottom, and also not getting bogged down in useless Blue Ray.

5. Don't believe the Apple bullshit about margin reductions. Their laptops will not lose any margin.

This guy keeps getting it wrong about Apple.]]> http://seekingalpha.com/article/99856-is-apple-s-new-macbook-affordable-enough?source=feed#comment-282375 282375
Apple does not want to go where Dell et al are, period. They can have the 700 dollar shithole all they want. Apple is sucking out all the profit in the laptop market leaving the bones for the rest of the rabble. ]]> Tue, 14 Oct 2008 16:53:47 -0400
Apple does not want to go where Dell et al are, period. They can have the 700 dollar shithole all they want. Apple is sucking out all the profit in the laptop market leaving the bones for the rest of the rabble. ]]> http://seekingalpha.com/article/98939-the-woz-is-sounding-bearish-on-apple?source=feed#comment-276662 276662 Wed, 08 Oct 2008 08:56:00 -0400 http://seekingalpha.com/article/98619-iphone-sales-drastically-surpass-q4-consensus-apple-reaches-10m-goal?source=feed#comment-274503 274503
I buy what you two guys say.

Thanks]]> Mon, 06 Oct 2008 08:05:01 -0400
I buy what you two guys say.

Thanks]]> http://seekingalpha.com/article/94946-why-doesn-t-apple-give-away-ipods?source=feed#comment-251260 251260
This one sets a new standard. It's not even worth rebutting or answering, other than to say, buddy, go write about something else.

Perhaps pigs and lipstick?]]> Thu, 11 Sep 2008 06:02:34 -0400
This one sets a new standard. It's not even worth rebutting or answering, other than to say, buddy, go write about something else.

Perhaps pigs and lipstick?]]> http://seekingalpha.com/article/93883-sarah-palin-wall-street-s-candidate?source=feed#comment-247767 247767 Sun, 07 Sep 2008 18:19:28 -0400 http://seekingalpha.com/article/94068-apple-steve-and-i-have-been-wrong?source=feed#comment-246444 246444
You're an idiot. God, stop writing and go, go .... go flip burgers.]]> Fri, 05 Sep 2008 14:22:09 -0400
You're an idiot. God, stop writing and go, go .... go flip burgers.]]> http://seekingalpha.com/article/93225-why-apple-stock-is-poised-to-go-flat-at-best?source=feed#comment-242840 242840
This guy deserve no comment, and should not even appear here whatsoever.]]> Sun, 31 Aug 2008 19:11:22 -0400
This guy deserve no comment, and should not even appear here whatsoever.]]> http://seekingalpha.com/article/93343-dell-where-s-the-competitive-advantage?source=feed#comment-242725 242725
This fake chided Apple, telling them to sell the company and give the money back to its shareholder.

Michael Dell .... you ass clown ... take your own advice and get out of the computer business forever, giving your loser shareholders what is left of their cash.

And keep you flapper trap shut about Apple, fool.]]> Sun, 31 Aug 2008 15:19:49 -0400
This fake chided Apple, telling them to sell the company and give the money back to its shareholder.

Michael Dell .... you ass clown ... take your own advice and get out of the computer business forever, giving your loser shareholders what is left of their cash.

And keep you flapper trap shut about Apple, fool.]]> http://seekingalpha.com/article/79396-by-how-much-will-apple-blow-away-its-10m-iphone-target?source=feed#comment-176312 176312
I intend to be a millionaire before Santa brings me another sack of money this Christmas.]]> Thu, 29 May 2008 17:37:52 -0400
I intend to be a millionaire before Santa brings me another sack of money this Christmas.]]> http://seekingalpha.com/article/77677-apple-s-iphone-home-court-advantage?source=feed#comment-169440 169440
As he has mentioned in his earlier postings, there are several other catalysts that will dwarf the income/profit contribution iPhone will make to the Apple earnings story through CY '08.

Keep you eye on the real ball ... Mac computer sales. Expect to see consistent YoY growth of 40% and healthy margins maintained.

Apple's +18 billion in cash will also begin to develop a life its own.

You did notice that Apple Store sales were up +70% YoY, too, right? And they are adding a lot more stores this year.

And lets see how well they can keep their music business steady.

Let's not forget deferred income, either. Its contribution to quarterly EPS after another 2 or 3 quarters will become very significant, and iPhone sales swell the 24-month/8-quarter straight-line revenue recognition pipeline.

And Apple may have new tricks up its sleeve. Of course they have probably 4 iPhones in their pipeline to start to cover multiple price points like their iPod offerings. Expect the first lower end model no later than MacWorld in January.

Don't expect AppleTV to stay in hobby mode either. It will grow up as a full-featured (i.e. high definition displays), integrated home entertainment system that is internet connect, wireless in cool ways and stunning in design. B&O and Sony are the next victims of AppleTV, guaranteed.

Oh .... and watch the gaming story unfold. I don't know how to count the revenue possibilities any more for that than I do Apple's probable inroads they will make in the enterprise market.

Jason predicting $300 by January is in the cards.]]> Sat, 17 May 2008 18:33:13 -0400
As he has mentioned in his earlier postings, there are several other catalysts that will dwarf the income/profit contribution iPhone will make to the Apple earnings story through CY '08.

Keep you eye on the real ball ... Mac computer sales. Expect to see consistent YoY growth of 40% and healthy margins maintained.

Apple's +18 billion in cash will also begin to develop a life its own.

You did notice that Apple Store sales were up +70% YoY, too, right? And they are adding a lot more stores this year.

And lets see how well they can keep their music business steady.

Let's not forget deferred income, either. Its contribution to quarterly EPS after another 2 or 3 quarters will become very significant, and iPhone sales swell the 24-month/8-quarter straight-line revenue recognition pipeline.

And Apple may have new tricks up its sleeve. Of course they have probably 4 iPhones in their pipeline to start to cover multiple price points like their iPod offerings. Expect the first lower end model no later than MacWorld in January.

Don't expect AppleTV to stay in hobby mode either. It will grow up as a full-featured (i.e. high definition displays), integrated home entertainment system that is internet connect, wireless in cool ways and stunning in design. B&O and Sony are the next victims of AppleTV, guaranteed.

Oh .... and watch the gaming story unfold. I don't know how to count the revenue possibilities any more for that than I do Apple's probable inroads they will make in the enterprise market.

Jason predicting $300 by January is in the cards.]]> http://seekingalpha.com/article/77405-3g-iphone-wireless-standards-chips-and-platforms?source=feed#comment-168346 168346 Thu, 15 May 2008 16:59:22 -0400 http://seekingalpha.com/article/74079-the-oppenheimer-effect-conservative-guidance-stellar-earnings-from-apple?source=feed#comment-156838 156838 Fri, 25 Apr 2008 17:19:29 -0400 http://seekingalpha.com/article/72899-apple-to-experience-market-share-madness?source=feed#comment-153595 153595
The thesis of this article is correct and known by a fairly informed average investor. But if you crack down and do a involved spreadsheet about all of what is known and your best guesses about future revenue growth, the numbers won't lie.

Asshat after asshat always refers to the mythical 'smart money' - a make-believe ultra-genius investor who bought FSLR back 18 months ago, who bought CROX 18 months ago, who bought TASR when it was a few bucks ... and then mythically sold all these stocks at their zenith and are sitting there rich and laughing at everyone else.]]> Sun, 20 Apr 2008 05:06:30 -0400
The thesis of this article is correct and known by a fairly informed average investor. But if you crack down and do a involved spreadsheet about all of what is known and your best guesses about future revenue growth, the numbers won't lie.

Asshat after asshat always refers to the mythical 'smart money' - a make-believe ultra-genius investor who bought FSLR back 18 months ago, who bought CROX 18 months ago, who bought TASR when it was a few bucks ... and then mythically sold all these stocks at their zenith and are sitting there rich and laughing at everyone else.]]> http://seekingalpha.com/article/72666-a-look-at-apple-s-q2-eps-estimate-trend?source=feed#comment-152577 152577
Apple Investor Relations are irresponsible. They need to do one of two things.

1) Give realistic guidance, even if it means missing it and accepting the consequences that come with that. Now, they are intentionally low-balling (that's called lying), and it hurts the stock anyway, as well as their credibility. Excellence in guidance should be measured by how close it matches with real numbers.

2) Stop giving specific EPS and sales guidance completely. This is OK in today's world. Already, there are plenty of other institutions that make that call which are believed more than anything Apple does. Since no one believes Apple, and looks at their Investor Relations as complete assclowns, its to their advantage just keep their mouth shut, like Nokia and some others do.]]> Thu, 17 Apr 2008 21:04:08 -0400
Apple Investor Relations are irresponsible. They need to do one of two things.

1) Give realistic guidance, even if it means missing it and accepting the consequences that come with that. Now, they are intentionally low-balling (that's called lying), and it hurts the stock anyway, as well as their credibility. Excellence in guidance should be measured by how close it matches with real numbers.

2) Stop giving specific EPS and sales guidance completely. This is OK in today's world. Already, there are plenty of other institutions that make that call which are believed more than anything Apple does. Since no one believes Apple, and looks at their Investor Relations as complete assclowns, its to their advantage just keep their mouth shut, like Nokia and some others do.]]>