LongAAPL's Comments LongAAPL's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/194222/comments Apple Has a Genuine Green Shoot http://seekingalpha.com/article/173198-apple-has-a-genuine-green-shoot?source=feed#comment-758653 758653
On the other hand, Microsoft is laying off employees.

Guess who will create the best product.]]>
Fri, 13 Nov 2009 11:06:10 -0500
On the other hand, Microsoft is laying off employees.

Guess who will create the best product.]]>
Apple Remains Overvalued, Despite Its Gadget Glory http://seekingalpha.com/article/171518-apple-remains-overvalued-despite-its-gadget-glory?source=feed#comment-746604 746604 Thu, 05 Nov 2009 13:27:59 -0500 Microsoft: Can the Zune HD Take Down the King? http://seekingalpha.com/article/155447-microsoft-can-the-zune-hd-take-down-the-king?source=feed#comment-625144 625144 Tue, 11 Aug 2009 13:06:09 -0400 How Much Are Apple's 45 Million Users Worth? http://seekingalpha.com/article/152147-how-much-are-apple-s-45-million-users-worth?source=feed#comment-606666 606666
Go figure.]]>
Wed, 29 Jul 2009 11:38:15 -0400
Go figure.]]>
Don't Expect Big Things from Apple Today http://seekingalpha.com/article/150475-don-t-expect-big-things-from-apple-today?source=feed#comment-597985 597985 Wed, 22 Jul 2009 11:12:19 -0400 Garmin's Future Is Just Too Cloudy http://seekingalpha.com/article/145637-garmin-s-future-is-just-too-cloudy?source=feed#comment-563771 563771
Garmin would be better off working with Apple and Google to:

1. Bring Garmin to the iPhone.
2. Bring Google to the Garmin products.
3. Form a new paradigm in GPS positioning products that provides accurate and current information via live search and updates with ratings from other users.

Consumers have gotten over the amazing idea of navigating by GPS and now expect more from mobil devices. Can Garmin deliver?]]>
Fri, 26 Jun 2009 12:46:18 -0400
Garmin would be better off working with Apple and Google to:

1. Bring Garmin to the iPhone.
2. Bring Google to the Garmin products.
3. Form a new paradigm in GPS positioning products that provides accurate and current information via live search and updates with ratings from other users.

Consumers have gotten over the amazing idea of navigating by GPS and now expect more from mobil devices. Can Garmin deliver?]]>
New iPhone Set to Continue Apple’s Quest for Dominance http://seekingalpha.com/article/143319-new-iphone-set-to-continue-apples-quest-for-dominance?source=feed#comment-548670 548670
If you need a locked down, corporate controlled, limited, boring device, that supports the job security of your IT department, then buy the blackberry.

If you want a new, exciting, stimulating, and limitless platform that encourages creativity and productivity, then buy an iPhone.

The overwhelming success of Apple's App store proves most people will choose the latter.]]>
Tue, 16 Jun 2009 10:47:11 -0400
If you need a locked down, corporate controlled, limited, boring device, that supports the job security of your IT department, then buy the blackberry.

If you want a new, exciting, stimulating, and limitless platform that encourages creativity and productivity, then buy an iPhone.

The overwhelming success of Apple's App store proves most people will choose the latter.]]>
A Crippled iPhone: Very Bad Idea http://seekingalpha.com/article/138262-a-crippled-iphone-very-bad-idea?source=feed#comment-508555 508555
Sounds like empty pockets to me.


On May 18 02:03 PM Java User wrote:

> Limited data plan makes sense since you have wifi. You only need
> AT&T network on road road trip.
> Recently participated in LifeInPocket's private beta for iPhone.
> This app needs limited bandwidth while offers every thing you need
> on the road, includes voice activated navigation, business search,
> location msg, etc.
> They are offering it for other phones for free while iPhone private
> beta is by invitation only.]]>
Mon, 18 May 2009 14:18:17 -0400
Sounds like empty pockets to me.


On May 18 02:03 PM Java User wrote:

> Limited data plan makes sense since you have wifi. You only need
> AT&T network on road road trip.
> Recently participated in LifeInPocket's private beta for iPhone.
> This app needs limited bandwidth while offers every thing you need
> on the road, includes voice activated navigation, business search,
> location msg, etc.
> They are offering it for other phones for free while iPhone private
> beta is by invitation only.]]>
A Crippled iPhone: Very Bad Idea http://seekingalpha.com/article/138262-a-crippled-iphone-very-bad-idea?source=feed#comment-508433 508433
Olga Kharif doesn't understand Apple.]]>
Mon, 18 May 2009 13:13:34 -0400
Olga Kharif doesn't understand Apple.]]>
More Thumbs Up for RIM and Smart Phones http://seekingalpha.com/article/136092-more-thumbs-up-for-rim-and-smart-phones?source=feed#comment-493618 493618
But definitely a one trick pony in a very competitive market. Can they keep there device competitive with a legacy operating system? When is the last time that a new software update to the phone made headlines? How about leaving the ARM processor behind and designing a new chip? No, I don't see Rimm as the mobile platform of the future.]]>
Thu, 07 May 2009 09:56:33 -0400
But definitely a one trick pony in a very competitive market. Can they keep there device competitive with a legacy operating system? When is the last time that a new software update to the phone made headlines? How about leaving the ARM processor behind and designing a new chip? No, I don't see Rimm as the mobile platform of the future.]]>
Apple May Hear Verizon Now http://seekingalpha.com/article/133330-apple-may-hear-verizon-now?source=feed#comment-479168 479168
Verizon cripples most of the features on it's phones and then charges extra to activate them, this is the exact opposite of the iPhone/App store philosophy.

Verizon decides for you what services and capabilities that your phone has, Apple will even let you create your own.

Verizon charges extra for all the basic functions that make the iphone so great - Syncing addressbooks and calendars, photos, videos, notes, documents, e-mail, ringtones etc.

Finally, Verizon's advantage now is it's extensive CDMA network in the US. Apple has stated that they are not going to make a phone with CDMA, especially since it will not work in most places outside the US.

For all the above reasons Verizon will have to go a long way and spend a lot of cash to get there. Will Verizon change the way it does things so dramatically?]]>
Mon, 27 Apr 2009 11:18:14 -0400
Verizon cripples most of the features on it's phones and then charges extra to activate them, this is the exact opposite of the iPhone/App store philosophy.

Verizon decides for you what services and capabilities that your phone has, Apple will even let you create your own.

Verizon charges extra for all the basic functions that make the iphone so great - Syncing addressbooks and calendars, photos, videos, notes, documents, e-mail, ringtones etc.

Finally, Verizon's advantage now is it's extensive CDMA network in the US. Apple has stated that they are not going to make a phone with CDMA, especially since it will not work in most places outside the US.

For all the above reasons Verizon will have to go a long way and spend a lot of cash to get there. Will Verizon change the way it does things so dramatically?]]>
Microsoft vs. Apple: Monopolist vs. Innovator http://seekingalpha.com/article/128611-microsoft-vs-apple-monopolist-vs-innovator?source=feed#comment-446430 446430
This is a well documented fact proven by many over the past few years.

Other than that, I agree with what you say about the Apple creative environment, but you left out the most influential element - leadership.

Bill Gates is a great person and I admire his success and philanthropic endeavors, however he never was and never will be a charismatic creative leader. He is a genius that had good advice on business strategy, but he was never able to foster an atmosphere of unity or creativity at Microsoft. No one believes that Steve Ballmer is any better.

Steve Jobs on the other hand has always had personal vision and creativity. Sometimes, no one else agrees with him and his often narrow focus may have led to lost business opportunities for him and his companies over the years. I think that with age, this has been tempered with a common business sense. He sets the bar high at Apple and gives the employees a common goal to work toward. That type of creative atmosphere will last well beyond the day when he is no longer involved daily at Apple. The top management people at Apple share his vision and creativity even if they are not as charismatic or visible. They wouldn't be there otherwise.]]>
Tue, 31 Mar 2009 10:43:23 -0400
This is a well documented fact proven by many over the past few years.

Other than that, I agree with what you say about the Apple creative environment, but you left out the most influential element - leadership.

Bill Gates is a great person and I admire his success and philanthropic endeavors, however he never was and never will be a charismatic creative leader. He is a genius that had good advice on business strategy, but he was never able to foster an atmosphere of unity or creativity at Microsoft. No one believes that Steve Ballmer is any better.

Steve Jobs on the other hand has always had personal vision and creativity. Sometimes, no one else agrees with him and his often narrow focus may have led to lost business opportunities for him and his companies over the years. I think that with age, this has been tempered with a common business sense. He sets the bar high at Apple and gives the employees a common goal to work toward. That type of creative atmosphere will last well beyond the day when he is no longer involved daily at Apple. The top management people at Apple share his vision and creativity even if they are not as charismatic or visible. They wouldn't be there otherwise.]]>
Amazon: King of the Retailers - Barron's http://seekingalpha.com/article/128283-amazon-king-of-the-retailers-barron-s?source=feed#comment-444493 444493 Excellent and timely analysis. Leftfield is worth reading.


On Mar 28 05:56 PM Leftfield wrote:

> Amazon has done an amazing job since a near-death experience at the
> dot-com boom. There they had made the mistake of financing via bonds
> rather than issuing stock and they were really on the hook.
>
> Great execution and decisions since. I have the misfortune of doing
> lots of my business on Ebay and they wish they could somehow copy
> Amazon. So, they have eradicated countless small sellers and thereby
> lost buyers as many do both, favoring large purveyors of Chinese
> dreck.
>
> Jeff Bezos is the founder of Amazon. He deserves the rewards he
> gets. Ed Donohoe (Ebay) is a typical MBA manager milking a company
> for hoped-for short-term gains for himself. Arrogantly pursuing
> stupid policies with his unwise use of power. Calling small sellers,
> "noise."
>
> Ebay is going the opposite direction of Amazon because Donohoe didn't
> recognize Ebay's unique model and strengths. He is doing damage
> to the company and many others livlihoods until a compliant board
> wakes up. Small sellers could be raising needed cash selling to
> strapped buyers needing to save.
>
> This illustrates what's gone wrong with American business. You can't
> justify paying obscene compensation to management that is just hired
> hands. They, unlike a founder who has his all invested, are just
> playing with other people's money.
>
> The results in the entire economy are now evident: Obscenely paid
> management takes risks and plays games with OPM to satisfy its greed
> and eventually gain enough power to bring everything down.]]>
Sun, 29 Mar 2009 18:45:22 -0400 Excellent and timely analysis. Leftfield is worth reading.


On Mar 28 05:56 PM Leftfield wrote:

> Amazon has done an amazing job since a near-death experience at the
> dot-com boom. There they had made the mistake of financing via bonds
> rather than issuing stock and they were really on the hook.
>
> Great execution and decisions since. I have the misfortune of doing
> lots of my business on Ebay and they wish they could somehow copy
> Amazon. So, they have eradicated countless small sellers and thereby
> lost buyers as many do both, favoring large purveyors of Chinese
> dreck.
>
> Jeff Bezos is the founder of Amazon. He deserves the rewards he
> gets. Ed Donohoe (Ebay) is a typical MBA manager milking a company
> for hoped-for short-term gains for himself. Arrogantly pursuing
> stupid policies with his unwise use of power. Calling small sellers,
> "noise."
>
> Ebay is going the opposite direction of Amazon because Donohoe didn't
> recognize Ebay's unique model and strengths. He is doing damage
> to the company and many others livlihoods until a compliant board
> wakes up. Small sellers could be raising needed cash selling to
> strapped buyers needing to save.
>
> This illustrates what's gone wrong with American business. You can't
> justify paying obscene compensation to management that is just hired
> hands. They, unlike a founder who has his all invested, are just
> playing with other people's money.
>
> The results in the entire economy are now evident: Obscenely paid
> management takes risks and plays games with OPM to satisfy its greed
> and eventually gain enough power to bring everything down.]]>
Microsoft's Mobile Misfortune http://seekingalpha.com/article/128327-microsoft-s-mobile-misfortune?source=feed#comment-444454 444454 .
.
OK, anyone out there think "innovation" or "excitement" right after you read his name?

I Didn't think so.]]>
Sun, 29 Mar 2009 17:57:47 -0400 .
.
OK, anyone out there think "innovation" or "excitement" right after you read his name?

I Didn't think so.]]>
If Apple Does Correct, It Will Do So Soon http://seekingalpha.com/article/117049-if-apple-does-correct-it-will-do-so-soon?source=feed#comment-369092 369092
I distinctly remember Steve Jobs being dead set against an iphone or mobile device with gestures and movies and games, he has said we would never see a smaller lighter "netbook" from Apple but the Macbook Air is real close. Somebody at Apple has been pushing these ideas and had to convince him at some point.


On Jan 28 01:53 PM zoooomer wrote:

> I still can't understand why Jobs health is an issue? does anyone
> beleive he has been actually running Apple for the last few years?
> If you recall Apple always had supply and demand problems, great
> product that they just couldnt get to consumers, then, Tim Cook was
> hired and BOOM he straightened that out and the everything turned
> around, including the $28 billion in reserves. That would be the
> same Tim Cook that is running Apple today.
>
> Being an inventor myself with 10 US Patents I can tell you that inventors
> do just that, they keep pumping out ideas, non stop, and then (if
> they have the money, as apple does) they instruct employees to make
> it happen. I can promise you that Steve Jobs has more ideas on the
> books then Apple can even get to in the next 15 years, ideas that
> can't even begin to be wondered about because the technology needed
> to think about the technology needed for some of them is years away.

>
>
> Apple's connection to Jobs and the market is merely emotional and
> has been for the last 5 years, if you notice Steve stepped away and
> then the quarterly report and look at the stock today. Does anyone
> really think that announcement wasn't timed? Does anyone think Steve
> is coming back in 6 months? By the time June rolls around Apple
> will be in the $110-$120 arena and will have brought out a nano iphone,
> a completely new piece of hardware, sued the "pre" into non existence,
> and you will see Jobs at an event smiling and saying, "look at how
> well Apple has been doing with out me involved".
>
> Just my two cents]]>
Wed, 28 Jan 2009 16:25:31 -0500
I distinctly remember Steve Jobs being dead set against an iphone or mobile device with gestures and movies and games, he has said we would never see a smaller lighter "netbook" from Apple but the Macbook Air is real close. Somebody at Apple has been pushing these ideas and had to convince him at some point.


On Jan 28 01:53 PM zoooomer wrote:

> I still can't understand why Jobs health is an issue? does anyone
> beleive he has been actually running Apple for the last few years?
> If you recall Apple always had supply and demand problems, great
> product that they just couldnt get to consumers, then, Tim Cook was
> hired and BOOM he straightened that out and the everything turned
> around, including the $28 billion in reserves. That would be the
> same Tim Cook that is running Apple today.
>
> Being an inventor myself with 10 US Patents I can tell you that inventors
> do just that, they keep pumping out ideas, non stop, and then (if
> they have the money, as apple does) they instruct employees to make
> it happen. I can promise you that Steve Jobs has more ideas on the
> books then Apple can even get to in the next 15 years, ideas that
> can't even begin to be wondered about because the technology needed
> to think about the technology needed for some of them is years away.

>
>
> Apple's connection to Jobs and the market is merely emotional and
> has been for the last 5 years, if you notice Steve stepped away and
> then the quarterly report and look at the stock today. Does anyone
> really think that announcement wasn't timed? Does anyone think Steve
> is coming back in 6 months? By the time June rolls around Apple
> will be in the $110-$120 arena and will have brought out a nano iphone,
> a completely new piece of hardware, sued the "pre" into non existence,
> and you will see Jobs at an event smiling and saying, "look at how
> well Apple has been doing with out me involved".
>
> Just my two cents]]>
Apple's Advantage over the Blackberry: Way More Memory http://seekingalpha.com/article/117047-apple-s-advantage-over-the-blackberry-way-more-memory?source=feed#comment-369080 369080

On Jan 28 02:04 PM Sandip wrote:

> Not sure if the article is entirely correct on the memory issue.
> Can you just stick a microSD card (up to 32GB) into a blackberry?
> That would give it 2x the memory of an iphone and allow you to swap
> them to add even more. I love my iphone wouldn't think of trading
> it for the storm yet, but the blackberry beats it in the storage
> dept because of the microSD slot.]]>
Wed, 28 Jan 2009 16:17:29 -0500

On Jan 28 02:04 PM Sandip wrote:

> Not sure if the article is entirely correct on the memory issue.
> Can you just stick a microSD card (up to 32GB) into a blackberry?
> That would give it 2x the memory of an iphone and allow you to swap
> them to add even more. I love my iphone wouldn't think of trading
> it for the storm yet, but the blackberry beats it in the storage
> dept because of the microSD slot.]]>
If Apple Does Correct, It Will Do So Soon http://seekingalpha.com/article/117049-if-apple-does-correct-it-will-do-so-soon?source=feed#comment-368871 368871
Apple is the strongest Tech company today with the largest cash reserve and most wildly talented people in the industry. Stock price and short term earnings estimates and speculation about Steve jobs health are nothing more than distractions for fools. Only the best companies will come out swinging from this recession and Apple will be hitting home runs in the other guy's park.

Buy some now and reserve a good seat, you'll be glad you did.]]>
Wed, 28 Jan 2009 13:31:28 -0500
Apple is the strongest Tech company today with the largest cash reserve and most wildly talented people in the industry. Stock price and short term earnings estimates and speculation about Steve jobs health are nothing more than distractions for fools. Only the best companies will come out swinging from this recession and Apple will be hitting home runs in the other guy's park.

Buy some now and reserve a good seat, you'll be glad you did.]]>
Apple's Advantage over the Blackberry: Way More Memory http://seekingalpha.com/article/117047-apple-s-advantage-over-the-blackberry-way-more-memory?source=feed#comment-368675 368675 Wed, 28 Jan 2009 11:44:04 -0500 Apple, Google, Microsoft: A Tale of Three Earnings Reports http://seekingalpha.com/article/116353-apple-google-microsoft-a-tale-of-three-earnings-reports?source=feed#comment-365971 365971
Nobody really wants us, but everybody needs us.

Time will tell just how wrong they are.]]>
Sun, 25 Jan 2009 18:48:54 -0500
Nobody really wants us, but everybody needs us.

Time will tell just how wrong they are.]]>
Apple and Google: Changing My Mind http://seekingalpha.com/article/116209-apple-and-google-changing-my-mind?source=feed#comment-364598 364598 Fri, 23 Jan 2009 18:06:02 -0500 Apple's Jobs Takes Medical Leave; Back in Summer for WWDC? http://seekingalpha.com/article/114834-apple-s-jobs-takes-medical-leave-back-in-summer-for-wwdc?source=feed#comment-356029 356029 Wed, 14 Jan 2009 18:01:52 -0500 Steve Jobs' Shrinking Billions http://seekingalpha.com/article/113748-steve-jobs-shrinking-billions?source=feed#comment-349606 349606
Not cool man, really really not cool!]]>
Thu, 08 Jan 2009 10:18:50 -0500
Not cool man, really really not cool!]]>
BlackBerry vs. iPhone:The Smart Phone Battle Rages On http://seekingalpha.com/article/113850-blackberry-vs-iphone-the-smart-phone-battle-rages-on?source=feed#comment-349595 349595
The iPhone is a platform with the power of thousands of developers writing applications and games easily installed at reasonable prices. An iPhone owner can reasonably expect that there is an application available for just about any need, and there are more and more apps popping up every day.

Rimm just can't compete with that. ]]>
Thu, 08 Jan 2009 10:12:04 -0500
The iPhone is a platform with the power of thousands of developers writing applications and games easily installed at reasonable prices. An iPhone owner can reasonably expect that there is an application available for just about any need, and there are more and more apps popping up every day.

Rimm just can't compete with that. ]]>
Apple Analysts Reality Check: Bear Rally Is Over http://seekingalpha.com/article/110438-apple-analysts-reality-check-bear-rally-is-over?source=feed#comment-327360 327360 .
Anybody really think AAPL will do a 180 and stop innovating, give up their margins, stop selling music, stop selling iPhone applications, fritter away their cash reserve, and start imitating MSFT? Can you really imagine Steve Jobs acting and thinking like Steve Ballmer?
.
Not me.
.
If you are thinking about making money in this recession by day trading stocks like AAPL, then you really need to think again. However, if you want to make a move now that will be a home run five years from now, opportunity is knocking - stop whining and answer the door.
.
.]]>
Fri, 12 Dec 2008 10:50:54 -0500 .
Anybody really think AAPL will do a 180 and stop innovating, give up their margins, stop selling music, stop selling iPhone applications, fritter away their cash reserve, and start imitating MSFT? Can you really imagine Steve Jobs acting and thinking like Steve Ballmer?
.
Not me.
.
If you are thinking about making money in this recession by day trading stocks like AAPL, then you really need to think again. However, if you want to make a move now that will be a home run five years from now, opportunity is knocking - stop whining and answer the door.
.
.]]>
A Sign of the Times: Macs on Sale http://seekingalpha.com/article/108024-a-sign-of-the-times-macs-on-sale?source=feed#comment-315232 315232 It might be a good idea to research before speaking.
Apple has had special discounts on Black Friday as long as I can remember.
This is not a sign of the times.]]>
Wed, 26 Nov 2008 01:52:45 -0500 It might be a good idea to research before speaking.
Apple has had special discounts on Black Friday as long as I can remember.
This is not a sign of the times.]]>
An iPhone With Satellite Radio - Gasp! Really? http://seekingalpha.com/article/107863-an-iphone-with-satellite-radio-gasp-really?source=feed#comment-314657 314657
Are there really many people that would listen to SIRIUS all day long and drain the battery on their phone?

IMHO it is not a viable business model.

]]>
Tue, 25 Nov 2008 11:36:19 -0500
Are there really many people that would listen to SIRIUS all day long and drain the battery on their phone?

IMHO it is not a viable business model.

]]>
Can You See Apple Under $60? http://seekingalpha.com/article/107297-can-you-see-apple-under-60?source=feed#comment-312027 312027
Says a lot about Apple, says a lot about the long dying auto industry. ]]>
Fri, 21 Nov 2008 15:49:33 -0500
Says a lot about Apple, says a lot about the long dying auto industry. ]]>
Buy, Sell or Hold: Apple's Cohesive Strategy to Survive and Thrive http://seekingalpha.com/article/105042-buy-sell-or-hold-apple-s-cohesive-strategy-to-survive-and-thrive?source=feed#comment-302010 302010
Jaguar and Porsch do not use Yugo parts or cheap seat covers and Apple does not use low end components or cr*ppy software. The days of having to be a geek to run a home computer are gone. Nobody wants to be nagged about it either, thus the great failure of Vista. Apple computers are easier to use, more productive, and more user friendly and fun than any others on the planet.

The real story about APPL is about how more and more people worldwide are finding the money to buy a premium computer at a premium price. So far, regardless of economic conditions!
]]>
Mon, 10 Nov 2008 12:00:52 -0500
Jaguar and Porsch do not use Yugo parts or cheap seat covers and Apple does not use low end components or cr*ppy software. The days of having to be a geek to run a home computer are gone. Nobody wants to be nagged about it either, thus the great failure of Vista. Apple computers are easier to use, more productive, and more user friendly and fun than any others on the planet.

The real story about APPL is about how more and more people worldwide are finding the money to buy a premium computer at a premium price. So far, regardless of economic conditions!
]]>
Legal Music Downloads Catching Up to P2P http://seekingalpha.com/article/102754-legal-music-downloads-catching-up-to-p2p?source=feed#comment-293855 293855 Wed, 29 Oct 2008 19:17:48 -0400 Apple: Perplexed by Ports http://seekingalpha.com/article/100679-apple-perplexed-by-ports?source=feed#comment-286410 286410 Mon, 20 Oct 2008 12:22:12 -0400