Seeking Alpha

danf

danf
Send Message
View as an RSS Feed
View danf's Comments BY TICKER:
Latest  |  Highest rated
  • Amazon: Healthy Correction Or Set To Plunge Lower? [View article]
    It seems like AMZN could double margins and double revenues and still not be reasonably priced from an actual earnings perspective. I use Amazon all the time. I an AWS customer. Its a great company, but its based on a grocery store business model. Nothing wrong with that, but if actual profits matter, it's going to take a long while to justify $300+ / share.
    Apr 17, 2014. 10:57 PM | 5 Likes Like |Link to Comment
  • Apple: Every Vote Counts [View article]
    Buyback is ok, but not with borrowed money.

    A better idea might be to explore moving Apple outside of the United States.

    My guess is that the land of the free and home of the brave has erected all sorts of barriers to it's citizens fleeing its clutches.
    Feb 2, 2014. 05:44 PM | Likes Like |Link to Comment
  • Samsung Is Apple's Worst Nightmare [View article]
    Yes, it must be a concern for Apple. Apple is not so much a technology company as an assembler of tech components produced by others. The real technology is developed by the component vendors. So in the long run, Samsung will reserve it's best tech for itself. Apple can only continue to invest in non-samsung vendors and invest in basic research at these firms. One thing Apple does have going for it has been the ability to carefully choose what goes into the package
    Nov 7, 2013. 12:55 PM | 3 Likes Like |Link to Comment
  • How About A Wage Hike? [View article]
    Who knows what the right wages are ? How can we possibly tell ? Bank deposit rates are like 25 BPS. I can leave $100,000 in my bank and earn $250 in one year. Is that not a signal to me about what returns I can expect from investment ? Basically nothing.

    And yet you suggest that wages can/should go up in such an environment. Who will put capital at risk to support that ? Why should they ? What returns can they expect ?

    And it's not just wages. Every employee is a legal and regulatory liability. Increasingly it is the government and an arbitrary "legal" tyranny that tells me who I can and cannot hire and weather I can choose my associates or seek out like minded people. I reject all of those constraints on my liberties.

    Our liberties are not eroding, THEY ARE GONE, but nobody talks about liberty and personal freedom any longer. Everyone is a passive nebesh and when the talking head tell us to "shelter in place", everyone meekly obeys while the militarized police forces careen through our neighborhoods.

    But I find those ideas of liberty and personal freedom increasingly on my mind. I wonder how compatible those ideas are with the current monstrosity called government.

    I find that I get a much better return paying off debt and reducing expense to the maximum degree possible. I no longer have employees and never will again.
    Aug 25, 2013. 06:30 PM | Likes Like |Link to Comment
  • Can Apple's Stock Be Saved? [View article]
    This is fundamentally the issue. With SJ's death, all the discipline left the company. Steve was a brilliant tyrant. He left behind a culture suffering PTSD. Steve told people, "dont ask what would steve do", but my guess is that is exactly what everyone is doing, because few people with independent ideas could survive in SJ's apple.

    With the task master gone, everyone is slacking. One of the first things Tim did was give everyone more vacation.

    SJ was a master at detecting excuses in the form of engineering-speak BS. Consequently , everyone had to get much better at it. Leaving the new management much less capable of seeing through it. The product groups are enjoying a vacation and wondering just how far they can bamboozle management
    Jun 29, 2013. 01:30 AM | 1 Like Like |Link to Comment
  • Will Repatriating The $1.5 Trillion U.S. Corporate Cash Hoard Boost The Dollar And The Economy? [View article]
    Perhaps you should look at it differently. The thugs in washington understand exactly why the tax code is so horrible. The tax code is one of the main products the criminal enterprise known as government has to sell. Corporate america is their customer in the same sense as the shop keeper is the customer of the local mob that runs the downtown protection racket. The last thing congress wants to do is give up the power and influence the current tax code affords them.
    Jun 2, 2013. 09:31 PM | 3 Likes Like |Link to Comment
  • Will Repatriating The $1.5 Trillion U.S. Corporate Cash Hoard Boost The Dollar And The Economy? [View article]
    As an employer, you either see your employees as assets or liabilities. American employees increasingly are liabilities.
    Jun 2, 2013. 09:25 PM | 3 Likes Like |Link to Comment
  • Will Repatriating The $1.5 Trillion U.S. Corporate Cash Hoard Boost The Dollar And The Economy? [View article]
    You sound like someone who has been an employee all of your life. Never put your sweat at risk to create a business, never had to jump through all the rules and regs. Taxes are the greatest expense most companies face and taxes skim the cream off the top. Why should I create a job in the US ? What is the benefit to me as a job creator ?

    Capital goes where it is welcome.
    Jun 2, 2013. 09:23 PM | 5 Likes Like |Link to Comment
  • Thoughts On Tim Cook's Testimony [View article]
    I wonder if Apple could solve its problems by moving the company offshore. Maybe singapore would be happy to host the company.
    May 23, 2013. 10:17 PM | 2 Likes Like |Link to Comment
  • Intel: Haswell Release On June 3rd Could Be Huge [View article]
    I actually find Ubuntu the easiest to use for much of what I do. The software is all free. Very easy to find and install new software. Compare installing postgresql on Ubunto vs windows (nightmare) or mac os (hit or miss). Drivers can be a problem sometimes. Runs very fast. Runs for months without a reboot.
    May 19, 2013. 11:27 PM | Likes Like |Link to Comment
  • Apple's Magic Is Broken [View article]
    Exactly, the whole revival of apple was based on the acquisition of Next. Apple failed over and over to build a "modern" os - copeland, pink, year after year of failed promises. Appel has reached the end of the line with what they can squeeze out of 30 year old software and there is no indication that they will be any more successful than they were pre-next, building something on their own...
    May 19, 2013. 11:10 PM | 1 Like Like |Link to Comment
  • Apple's Magic Is Broken [View article]
    Apple employees all live in fear. Apple management is completely locked down. The company line is all that is tolerated. All apple employees live in fear of being tagged as a bozo. Apple engineers are mostly sheep. The good ones have already left.
    May 19, 2013. 11:05 PM | 1 Like Like |Link to Comment
  • Apple's Magic Is Broken [View article]
    Yes there is too much noise..it woudl be better to have no opinion. Its all noise. No signal
    May 19, 2013. 11:02 PM | 1 Like Like |Link to Comment
  • Apple's Magic Is Broken [View article]
    I'm happy with my 4S. The phones have all reached the point of deminishing returns. I gave away my ipad and dont miss tablets. My phone is good for phone calls, checking the weather etc...I dont want to be connected every minute of the day. I want a computer that will build fast and run large databases. I want to type with a keyboard.
    May 19, 2013. 11:01 PM | 1 Like Like |Link to Comment
  • Apple's Magic Is Broken [View article]
    The issue for apple is giving people what they want or giving people what apple wants to give them. Its a tough line that a tough personality like SJ might be able to walk, but TC is no steve jobs.

    On the other hand, Samsung stands for nothing from a country that is not even certain it wants to defend itself. Its good at building parts and assembling gadgets. Its not clear how long Google will carry their water on the software side.

    On the other, other hand, apple is not investing in software, is not good at software and is stuck with a software platform built on an aging foundation: Objective C and NextStep.
    May 19, 2013. 10:54 PM | 1 Like Like |Link to Comment
COMMENTS STATS
735 Comments
1,453 Likes