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  • Apple: Yes, Steve Jobs Was A Rule Breaker And A Great Leader [View article]
    Wonder if you did sell or are you shorting?

    A criminal Act - nonsense and you know it. If you received the right offer at the right price you would have been long gone from the Chinese company you worked for. That you stayed or we assume you stayed or perhaps you were sacked. Who knows. We don't know who you, who you worked for, what offers you did or did not get, or what your purpose is - but taken together, what you have written is meaningless.

    The Times needs fodder for their mill. Get something to print and Steve Jobs painted as a criminal captures attention. It's a bit of sensationalism. A headline. That's all. "All the news that's fit to print"? Not by any measure. Just fodder.

    Please, get a life and once again, shame on MA for publishing a mindless piece like this.
    May 5 09:11 PM | Likes Like |Link to Comment
  • Apple: Already Too Late To The Phablet Market [View article]
    "In the tech world, it is rare for an established market to be disrupted by a new entrant....."

    You are absolutely right and that is why I advised my friend, 'Jimmy' to abandon his plan to hit Samsung hard with his new 10" phablet, a device he calls, "The Jimmeroo." After reading your comments, I have cancelled all prototype designs for my own "BigPeach" (just a little friendly play on Apple's identity in fruit). I am so glad I did though I know that if APPLE claimed Trademark infringement, I'd fight back and the last thing APPLE wants is to appear in Small Claims Court against a strong new entrant, namely Me.

    Still, your advice represents sound thinking for all us 'wannabe "new entrants." Moreover, who would argue Samsung being no less than vastly relieved to know that neither the Jimmeroo nor the BigPeach will be introduced as a new and disruptive entrant.

    But, let us not dismiss out of hand your description of APPLE as a new entrant in an established market. Agreement here would have us dismiss APPLE as the best known brand name in the world. It would have us dismiss APPLE technology, refinements, design superiority and systems integration. It would have us dismiss the fact of continued innovation and assurance that what APPLE brings to market will be far and away better in quality and design.

    Is it possible, Stone Fox Capital that you are unaware of the fact that APPLE has at least four guys in their R&D Division - could be even more on the team - but let's stay with four super bright people that, in all probability, have budgeted the purchase of a few Samsung devices for purposes of comparison and study?

    Is the fog lifting yet, Stone Fox Capital? I hope so because while both the Jimmeroo and BigPeach entrants know better than to put their toes in the waters of the high tech ptablet market, APPLE has not thrown in the towel nor in any way conceded the market to Samsung. Not on your life!

    Shame on Seeking Alpha for publishing such an incredibly silly piece.
    Apr 8 01:09 PM | Likes Like |Link to Comment
  • Size Does Matter; Does Amazon Measure Up To Alibaba? [View article]
    Yes, Alibaba is a behemoth. But Alibaba is a wholesaler and its product lines reflect a distinctly Asian character.
    Alibaba's core operation is to sell parts, equipment, and an incredible assortment of merchandise in very large lots - very large lots. What has this to do with Amazon?
    In so far as fashion can be described, Alibaba sells apparel and accessories at the low end - the very low end and I am sure millions of Amazon customers, women in particular, share with me the view that what Alibaba sells is of limited to zero interest either in type or kind.
    To suggest that Alibaba will be preferred to Amazon is to ignore the fact that it is an Asian company with an Asian perspective, an ethos if you will in selection that is foreign to the American shopper.
    At least apples and oranges are members of the same family and as such, there is a basis for comparison. With Amazon and Alibaba, there are none discernible in major categories of purchase: books and music, gourmet grocery, kitchen, health and personal care products. These are core products that customers in the millions buy on a weekly basis through Prime Membership.
    Mr. Wagner, you are way off track and know little of the 'what, how and why' of retail choice; the way we shop, our preferences and habits. In my view, your analysis exists in a vacuum. You clearly know very little about shopping as a transaction based on complex decision-making factors: perception, recognition, appearance, acceptance all play into the act of purchase.
    Alibaba will not compete with Amazon vis a vis the goods each sells. To suggest otherwise is to erect a model of your own creation without fact or foundation.
    Whatever Amazon's problems, razor thin margins among them, losing sales of core product lines to Alibaba is not, as you believe, one of them.
    An Alibaba IPO will come to market at some point in time and there will be buyers. There always are. But not at Amazon's expense.
    Feb 18 10:18 AM | Likes Like |Link to Comment
  • Apple Earnings: Getting Past The Dip [View article]
    You are so right!
    It's revenue, and earnings coupled to the market Apple dominates. Market share is a dependent, not independent factor.
    Jan 28 02:33 PM | Likes Like |Link to Comment
  • Apple's CEO Discusses F1Q 2014 Results - Earnings Call Transcript [View article]
    And the stock is now down 44 points!
    What does Apple have to be? What does the company have to do to demonstrate its superiority and its dominant position in extraordinary products and services.
    For the Market to do this to the stock is, in my view, a most undeserved 'smack in the face.' Spare me the excuses. This is just intolerable.

    Jan 27 09:30 PM | 15 Likes Like |Link to Comment
  • Looming iPhone Price War In China To Boost Apple [View article]
    What negative publicity in China regarding the iphone or the Apple brand are you referring to. Reference with specificity in terms of event, time span over 2103 would be helpful.

    How many Apple stores as we know them are in Beijing and Shanghai? Do they have the 'look' and the service Apple provides here?

    Point of Sale is critical to sales.
    Jan 10 01:34 PM | 1 Like Like |Link to Comment
  • Apple: Panic Time Already? [View article]
    To believe that Apple should lead the way in progressive reform for Chinese workers is to play the good 'ole American game of, "we will lead the world in matters of morals and principles. And while we're at it, we can take charge of whatever else needs to be done as we want it done." Our success in Iraq speaks for itself.

    For Apple to lecture the Chinese government on matters of 'exploitation' would find Apple on the next plane out. Inventory to follow.

    U.S. companies manufacture in countries that provide the best competitive edge. They fight for the smallest possible fractional advantage. This is the reality of global competition. This is the way this world works. And
    Unless there are documented photos of Chinese workers being beaten, starved, and enslaved as they toil over parts manufacturing for Apple, I suggest that analysts whose only enslavement would be hours confined to a desk during college mid-terms and final exams confine the task at hand to non geo-political analysis.

    Based on what we see and know of the ethics practiced by Goldman Sachs and brother firms, integrity, morality, indeed, any standard of ethical conduct that we hold as non-negotiable is a concept foreign to those who 'labor' there. Manipulation is rampant. Exploitation from the top down by Wall Street is a fact of life. But we do not bring their houses down. We buy in - for we smell profit there. In truth, we are all complicit. So spare me the sermon.

    Object to Apple on moral grounds! As a king once said, "who will rid me of this priest?" Investors might ask the same of analysts who ply a most dubious trade.

    I own Apple because I trust the products they sell. I do not have the expertise in technology that many posters here demonstrate and for this demographic group, aspects of tech superiority matters greatly. If such extremely knowledgable buyers along with a growing army of kids who play with iPads as we once played with pick-up-sticks represent the dominant demographic world-wide, then you have a legitimate argument and Apple needs to lead the pack through innovation, and unmatched technical superiority. In this, I simply don't know enough to plant a flag on Apple or Samsung's ground. But I am learning - from you. And I thank you for your thoughtful and well reasoned posts.

    What I would not discount is the fact that brand recognition, brand identity, brand imagery and the trust that comes with products that do not fail us is a challenge that Apple achieves each day through product quality and the service and support systems we access with such ease. Given these standards, I trust the Apple brand. And I trust them more when they refuse to play at the low end of the market.

    The demographics that I fall into is a group that grows smaller as the ability to manipulate and master this array of 'devices' grows larger with each generation. But for the present, Apple stands at the summit. I believe that I get value in proportion to cost. My money is on the product and in the stock.

    Jan 7 01:03 PM | 2 Likes Like |Link to Comment
  • Amazon Vs. Alibaba: Game On [View article]
    Thanks for the reply. And my take on the "hello dear Cherubs" was mine alone. Different strokes for different folks always rules the day.The writers for SA have different agendas. Some, I believe are shorting the stock in question and are looking to stir the pot of discontent. Most have done a good job of analysis, but in the end, analysis serves to confirm what the writer believes or wants to believe. And so if one believes that 'Alibaba' is the next great thing since night baseball, then Amazon must be seen as 'lacking' the competitive muscle. Take it all with a grain of salt. I trust my judgment and when I read a sound and well thought out piece - I learn - and that can and often does trigger change.
    I don't see in Arne what you do and that is the way it should be. We come from a different perspective. Our expertise and experience in the the 'market' differs widely, I'm sure. In truth, I depend on what I see as sound logic and a well reasoned argument as Chart Analysis, Models, Accounting Analysis and more are all beyond my abilities. I did make thirty percent this year on four stocks based on my buying into those who dominate their market. That's Apple and Amazon and two others. These are two amazing companies. I"ll stay the course.
    Thanks for your reply.
    Dec 29 10:51 AM | Likes Like |Link to Comment
  • Amazon Vs. Alibaba: Game On [View article]
    Can you omit the "cherubs" and move on with your views. Something feels patronizing about your greeting.
    Turns me off begin I begin.
    Thanks for considering a new way to say hello Your column, your call. Just thought I'd call it as I see it.
    And, 'game on' suggests a winner and a loser. Amazon has changed the face of retailing and in you come with Alibaba. Great, now we have Alibaba. Let's see what they can do before you canonize them. OK.
    Dec 26 01:30 PM | 1 Like Like |Link to Comment
  • Apple Bears Throw In The Towel [View article]
    To RW1270
    Thanks for pointing out that 'who's' is the contraction of 'who is' as compared to 'whose' which is a possessive pronoun. This is basic English, guys and to those who thought an' English lesson' was out of place, the reality is that how we speak is how we present ourselves in this online world.
    An email from Tim Cook to the Stockholders in which he mis-uses our language would have us wondering about this fellow who's running Apple.
    The posts in Seeking Alpha are very interesting and often far more informative than the argument presented. You are knowledgeable investors and I learn from you.
    I think a simple 'thank you' to RW is in order. This is our language and through it we share a commonality, a culture. Let's respect what it is we share just as we respect a fantastic company called "Apple."
    Have a great day.

    Dec 13 05:19 PM | 4 Likes Like |Link to Comment
  • Netflix: The Yin And Yang [View article]
    Thought this was rational analysis at its best. Why? I am zero to none in accounting and/or technical analysis skills and for a while confused GAARP with the Tom Hanks film. Strengths: conceptually I do fine.

    Now having put forth what you haven't asked, perhaps, you'll allow a small voice into this community of posts. Outstanding voices that tap into Seeking Alpha!

    So here goes: I see Netflix becoming THE home entertainment source; a worldwide powerhouse via gradual entry into China, India and South East Asian markets. Why wouldn't they be when movies, documentaries, original content and more - interactive games, educational teach/reach can find their way, through low cost subscription, into homes where large families can afford the low monthly cost. And if the low monthly is too high, then a Netflix Credit Plan might, like PayPal, be offered. It will cost more, but the subscriber on plan will get the Full Monty.

    People love streaming video. Despite cultural, social, political and economic differences, style, language, Netflix can bridge differences and reach out to what ALL OF US WANT from "California to the New York Skyway," WHAT PEOPLE WANT across continents and that's instant access to simple pleasures, stories through film that lighten our day and get us through the night.

    The 'experts' who predicted death through attrition for Netflix were wrong.Yes, the DVD business offers far better margins. So what? We don't subscribe to margins, we subscribe for streaming video that brings us entertainment, a huge and ever growing library of content, interface ease, and the speed of access made affordable in a world where so much is unaffordable.

    Netflix needs the kind of money Apple Amazon, IBM, GE or GM can bring to the table. Through affiliation or acquisition with a major player, new forms of advertising products and services through Netflix is something some big corporates may come to see as highly advantageous. And why not. Netflix may not have the cash but man, do they have the 'reach.'

    I buy and sell NFLX as often as I can. That's all I do and I've done pretty well. I lost it all in 2000, but that was my own doing. Doesn't take brilliance to recognize that what goes up must come down. And it doesn't take a degree in moral philosophy to recognize that greed is our own undoing.

    The analysis provided was first rate. Bottom line: Paul Santos keeps both roads open. If Netflix can partner up with a cash rich company, their growth potential is enormous.
    Nov 5 06:25 PM | 1 Like Like |Link to Comment
  • Apple's (AAPL -0.5%) iPad shipments are expected to drop to just 10-12M units in Q3 from 14.6M in Q2 (and 19,5M in Q1), according to Digitimes, citing upstream supply chain sources. In addition to seasonal issues, there's market share, and the iPad's is estimated to have dropped to 30-35% in Q2 vs. about 40% in Q1. [View news story]
    Just wanted to say 'thank you' to those who took the time to respond. It's reassuring to hear from knowledgable people who clearly have the right perspective with regard to Digitimes and yet another 'expert' sending out a message of doom.
    Jul 25 09:35 PM | Likes Like |Link to Comment
  • Apple's (AAPL -0.5%) iPad shipments are expected to drop to just 10-12M units in Q3 from 14.6M in Q2 (and 19,5M in Q1), according to Digitimes, citing upstream supply chain sources. In addition to seasonal issues, there's market share, and the iPad's is estimated to have dropped to 30-35% in Q2 vs. about 40% in Q1. [View news story]
    Can this information be documented? Who is Digitimes and who are the "upstream supply chain sources" that are not named?

    Information contained in this 'bulletin' is sent as though the 'truth' has been given to us. I question undocumented unnamed supply chain sources. Let's do what with it? Sell Apple? What's the point here?

    We know the market has become more competitive. So what? Does that mean Apple is now to be tossed into the 'past winner, new loser bin'? Apple, floundering. Apple without a captain at the helm. So much of what is being sent out makes Tim Cook appear to be a lost soul wandering the corporate hall. They are not asleep! They recognize as we should that competition is global and like the political dominance we once had, it 'aint no more. Again, I ask, so what? The flow of technology changes fast and furiously. Do you really think Apple doesn't know this? They know exactly who has what and where the competitive edge lies. Steve Jobs is gone. OK, he's gone. He didn't leave a brainless company behind.

    The Net is a great source of information; a veritable lifeline of access to knowledge, to knowing, to discovery, but it's also the source of misleading, false and dangerous misinformation. I don't know what this one is, but it rings the wrong bell for me. Just instinct, just an opinion, but I'm not buying this.

    To the author: name your sources and document- in full- the stuff you're tossing out here.
    Jul 25 01:36 PM | 4 Likes Like |Link to Comment
  • You Better Duck - Apple's Unit Profits Are Falling [View article]
    Thanks to Mohit Manghnani, a reasonable voice is heard. Margins decline as products move through time, and shelf life cycle. To isolate this one factor and ask that investors 'duck' as though the sky is falling is yet one more voice that wants to buy a brand of uniquely uninformed internet shelf time, i.e. find a web site that will allow an assemblage of words that signify nothing.
    Yet, Mr. Rosenman has the audacity to take the moral high ground as he claims the only purpose in his reaching out to us with startling new information that, hopefully, will give us all 'time to "duck" is to be 'informational and educational. Please, give me a break and like Harry Kutcher, if you be an unhappy man, then, Mr. Rosenman, become a happy man and buy a stock that guarantees its margins never to decrease. I am sure there are companies that will be happy to offer that guarantee along with your guarantee to purchase shares in its interplanetary gold mining exploration projects.
    Enough already!

    Apr 25 12:54 PM | 2 Likes Like |Link to Comment
  • Apple (AAPL -1.4%) could strike iRadio deals with Warner Music and Universal within the next week, CNET's Paul Sloan reports. He adds Apple's service will provide studios with fresh monetization options, such as a cut of audio ad revenue and an option for users to buy songs they're listening to. In-line with earlier reports, Apple is said to be baking in unique features, such as "the ability to jump back to the beginning of a song." Last week, The Verge reported Apple is shooting for a summer launch, while noting the music industry has a "love-hate relationship" with Pandora (P -3.6%). [View news story]
    If you take the number of automobiles on the road in the United States together with the number of drivers, take that number and assume a reasonable percentage who love and listen to music while 'on the road,' iRadio will be there.
    Now, just for the sake of argument, think about the brand value of Apple Radio and how powerful the name will be in this vastly new digital music space - world wide.
    And when you think about, there are ad revenues and song purchases that will 'ring up' new sources of revenue.
    And it's only "a bone" for cshoxie and it just doesn't "excite" judoka. Once in a while, no - far more than once in a while, bright, informed people post and it's interesting and enlightening to read their views. And then we get the two mentioned above who bring '0' to the table.
    Still what a marvelous forum this is. The more that rational, reasonable arguments for and against find their way to these posts, the less we will hear from those with nothing at all to say.
    Apr 5 11:20 AM | 5 Likes Like |Link to Comment