jack dee

Apple Remains Overvalued, Despite Its Gadget Glory

shame on you , I have posted dozens of times stating very clearly I hold positions in lots of stocks, MSFT GOOG MOT , are some of them.

and if apple dropped to the right price I would buy it...


On Nov 05 02:53 PM JW.USC wrote:

> How about coming clean regarding your obvious vested interest in
> Micro$uck?
>
> It's pretty obvious from reading your hundreds of comments where
> you consistently trash Apple.
>
> On Nov 05 01:39 PM jack dee wrote:

Apple Remains Overvalued, Despite Its Gadget Glory

Using your logic just about every positive story about apple should be trashed , most are by people with openly stated vested interests.


On Nov 05 12:58 PM Fred LA wrote:

> Conflict of interest, Enough said.

Google Should Make Apple Beg for Maps Navigation

>>>Anything Apple touches is a natural monopoly<<

So should we call the DOJ and Kroes? after all if its a monopoly it needs to be ..... Or perhaps you just pulled that comment out of your .....

On Oct 29 12:46 PM nexusil wrote:

> All the Google employees I know are huge Apple fans. Anything Apple
> touches is a natural monopoly where vertical integration and a proprietary
> system is clearly the most appropriate. Choice is overrated.

Ceragon Stars in Mobile Internet Revolution, EZchip's Surprise

>>ten times greater than the desktop Internet revolution<<

yep you heard it hear, not 9 times , not 12 times, but ten times greater.

So I guess that means, by dollars? by eyeballs? by speed? by lunch time?

The hype is out of hand , just like the late 90s all over again.

Google's Android vs. Apple: History Repeats Itself

>>>>>&g... this point there has been recognition that for pocket devices tight single vendor integration a la iPod/iTunes is necessary.<<<...

wtf, Please back that up. That is a stupid statement. You are suggesting that because the device is small, it requires that the hardware and software are made by the same company? THat is just the dumbest POS I have heard in years.

I guess we should send a memo to the rest of the tech world and tell them to stop shipping consumers devices, becuase they just paid a license fee for the software instead of writing . Oh well off to throw out my player, after all , they did not write the software, they just paid some fees, and outsourced the UI, so I guess it does not work........

On Oct 29 12:20 PM Ted13 wrote:

> Many of the same arguments were made about how Microsoft's Play-for-sure
> was going to win the war against the iPod. We all know how that turned
> out, and indeed at this point there has been recognition that for
> pocket devices tight single vendor integration a la iPod/iTunes is
> necessary. Thus Microsoft chucking Plays-for-sure in favor of Zune.
> I am yet to hear any credible argument about how the challenges against
> the iPhone are any different.
>
> There are now additional barriers for entry -- the iPhone/iTunes/OS
> X is a *platform* the includes the iPodTouch which is selling nearly
> as well as the iPhone itself without the benefit of carrier subsidies.
> When someone starts selling an Android based iPod Touch competitor
> in the tens of millions, please call me.
>
> The only thing that is allowing competitors to flourish even a little
> bit is that the iPhone is AT&amp;T only in the US. That obviously
> will not last.
>
> @a4ism: "In the corporate world, it has always been about RIMM. Can
> you even integrate iPhone with your back-end mail server, without
> paying for MobileMe?"
>
> Yes you, can, indeed a lot easier than you can a Blackberry -- it
> integrates directly with your corporate exchange server. And the
> corporate world is being taken over by the iPhone, one employee at
> a time. My Wall St. financial industry office has more iPhones than
> Blackberries at this point. The jig is up.

Google's Android vs. Apple: History Repeats Itself

Wow really Tom?

the last 20 years was just the first skirmish? Really? Sorry but you are out of your mind. The PC war is over, ended a long time ago.
The next war is a global war for SAS/cloud. I dont even see where apple fits in that battle. Do you somehow think a couple of data centers and phone will bring apple to enterprise level?
Or are you expecting apple to roll out some good TV slots telling everyone just how bad IBM SAP MSFT ORCL are?

Tell me because I would really love to know how you see apple leveraging its phone users into some sort of global platform that can displace the other 99.999% of the existing infrastructure?

Oh wait, the engineers are all going to start using an iphone instead of their desktop, thats it, I got it! The devs are all going drop everything and get to work making fart apps.


On Oct 29 07:47 AM Tom B wrote:

> Apple did "lose" the PC wars; they just lost the first skirmish.
>
>
> The iPhone costs about the same as other smartphones and does way
> more.

Google Should Make Apple Beg for Maps Navigation

much to do about nothing. The real mistake here was to publish anything that even a slight neg edge about AAPL.

The fanclub here, just want to hear to good news, nothing else. Does'nt matter whats true or not, just that the story puts down a couple of companies while shouting how great steve and apple are.

Perhaps the best thing to do would be to start a new site, Seeking Apple just for the apple fans?

Why Industry Vendors Shouldn't Bet Big on TV Everywhere

Thanks, great post, will be interesting to see how the MSOs manage to block out Hulu etc , going forward. They seem to be pretty good to killing competition, in a so called free market.

The Google Effect and Search Market Share Surveys

There are boat loads of companies producing data that confirms comfort and surprises in order to get headlines.

Apple this, Bill gates that blah blah. But when you look at the metrics , when you look at the source, often there are holes you could drive a bus through.
And the data gets published and punters take it at face value, believing that the stock they love does indeed control xyz, or is highly favored by group ABCs

Android’s Impact on Google’s Future

Please stop spamming the boards. The same reply to any old topic.

MAD Hedge fund = spam bot


On Oct 28 12:17 PM Mad Hedge Fund Trader wrote:

> jfa When people ask me what is the one stock they should put in their
> kid’s college fund and forget about, I always give them the same
> company: Google (seekingalpha.com/symbo...). The toll taker
> for the Internet that controls 70% of the global market for search
> just announced record Q3 profits of $1.6 billion on a revenue rise
> from $4 billion to $4.4 billion. In this economic environment these
> numbers are nothing less than astounding, making GOOG one of the
> few US firms that has actual top line growth. Google earnings, in
> fact, have turned into a valuable leading economic indicator by telling
> us that the strong ad growth came in the retail, travel, and the
> automotive sectors. This bang up performance is further proof that
> the irresistible tectonic shift away from old line media like newspapers,
> radio, and TV, to online, is accelerating, offering advertisers far
> and away the highest return on investment. Google is fast becoming
> the operating system for all advertising. While critics focus on
> the myriad ways the company recklessly burns money on peripheral
> businesses like Google TV, YouTube, forays into print media, and
> their private space program, I see gigantic growth opportunities
> that will prevent the company from becoming another Microsoft (seekingalpha.com/symbo...).
> Mobile search grew 30% QOQ as the growing legion of sophisticated
> portable devices are increasingly used for search. Also, click rates
> cratered in the great recession, the price of “investment advisor”
> for example plunging from $4 to pennies. A recovery could bring an
> equally ferocious rebound in rates that fall straight to GOOG’s bottom
> line. Most analysts are now targeting the high $600s for the stock
> price, which I believe will prove conservative. If you are ever worried
> about America’s future, then just look at these two kids, Larry Page
> and Sergey Brin, who built a $400 billion company out of their dorm
> room at Stanford in virtually no time, with no capital. Just ignore
> the office foosball table, volley ball court, and at-desk massage
> service.

Android’s Impact on Google’s Future

>>the average mobile user exchanged 486 text messages, while making only 182 phone calls.<<

and on average people have less than two legs. In other words averages can be very very misleading.
Do I need to say more.....

Earnings Preview: Newell Rubbermaid

they had better report something good soon, investors have been fleeing NWL.

Google's Sergey Brin Talks

More spam from Mad Hedge fund .......


THis guy spams the same comments like a bot , just search his posts and you will find bot like spamming on same topics , with word for word matches .

This is spamming

When the Going Gets Tough, The Tough Get an Apple

geeks dont buy Macs, they buy PCs,

therefore the smart people dont buy Macs.


(I dont need to provide any proof , link , data.. because the standard set in this thread, is claim anything , prove nothing, just state it, and it is fact.)

Apple Earnings Show Unparalleled Pricing Power

>>>>Most who upgrade to Windows 7 are going to need a new computer along with new software that is compatible. That doesn’t work for today’s generation. <<<<

This is a meanless comment Jason.

most sales of win 7 will in the long term be OEM just as apple will sell most OEM.

As to "compatible" you clearly have no idea what you are talking about. Just about every single machine to come out of a factory in the last year or so is already compatible with win 7.

Please wake up and smell the coffee Jason there are millons upgrading old machines with win 7 and breathing a whole new life into them.

As to "todays generation" please cut bs, todays gen knows how to insert a disc, they are not dumb please dont sell them so short.