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  • Apple: A Premium Brand Generating Premium Earnings For Investors [View article]
    Murani, this might be the article you're thinking about:

    http://bit.ly/HXnYaF

    Actually, this has been a consistent trend. Every study I have seen on the subject indicates that a much higher percentage of Android users switch to IOS than IOS users that switch to Android.

    Regarding the MotoG, I think it will compete well within the Android market, but don't see it as a threat to the iPhone.
    Nov 15 12:27 PM | Likes Like |Link to Comment
  • Apple: Dangers Of Misreading Smartphone Data [View article]
    fauxscot, your comments hit the nail on the head. One funny aside, my posse are mostly iPhone users, but one guy had been a confirmed Apple hater/basher for years. The group gets together for happy hour every few weeks. A while back we were all having drinks when my friend who always bashed Apple got a phone call. He took his phone out of his pocket and answered the call, I noticed he was using an iPhone. When he finished the call I said, Jimmy, was that an iPhone I just saw you use? He didn't have to answer, the look on his face was priceless and we all had a great laugh. He doesn't bash Apple any more.
    Nov 10 11:28 AM | 10 Likes Like |Link to Comment
  • Is Apple's iPad Losing The Tablet War? [View article]
    " but low prices will win in the end. "

    flash9, that's what Yugo said, didn't work out well for them.
    Nov 4 09:33 PM | 5 Likes Like |Link to Comment
  • Emerging Competition Threatens Apple In 2014 [View article]
    Alpha, Apple sold 33.8 million iPhones in the last quarter despite the fact that they only had 2 weeks of sales of the 5S and 5C. This current holiday quarter they will have 3 months of sales of the 5S and 5C and nearly 2 months of sales of the new iPad Mini and the iPad Air. I believe they will easily have their highest revenue ever for a quarter and will earn over $14 a share. Then we have China Mobile coming on line and the iPhone 6 by mid year 2014. Far from Apple being threatened by it's competitors, I think it's more accurate to say that Apple is threatening to it's competitors. The comparative profit numbers say it all.
    Oct 31 07:25 PM | 3 Likes Like |Link to Comment
  • Emerging Competition Threatens Apple In 2014 [View article]
    Michael, please see the article at the attached link. This is from the article: "With sales of "just" 33.8 million iPhones, Apple earned more than Samsung's entire mobile unit (which includes PCs, netbooks and tablets) plus the mobile phone hardware divisions of LG, Nokia, Huawei, Lenovo and Motorola, too." The bottom line, there's a lot of competition out there, others may sell more, but Apple is earning more, way more than all the others combined. I like Apple's chances going forward with the 5S, 5C, and iPhone 6 next year.

    http://bit.ly/17xlJ7v
    Oct 31 06:28 PM | 9 Likes Like |Link to Comment
  • Apple Is Slowly Rotting: Rosy Financials Mask Competitive Disadvantage And Souring Future [View article]
    DV8OR, to further your argument all the studies I have ever seen on the subject indicate that three times as many Android users switch to IOS than the other way around. Here's a link to one such study:

    http://dthin.gs/16F2t3U

    A friend of mine not long ago had to buy a cell phone for his wife who has poor vision. He owns and iPhone as do I and he is very technically savvy-he's a systems administrator in his spare time for a network of PC's at a local charity. He decided to try a Samsung Galaxy for her because of the larger screen. He told his wife he would set it up for her, download some apps, etc. After 2 days he returned it to AT&T for an iPhone 4S. He was so frustrated with the user experience that he just gave up. And he's a serious techy.
    Oct 27 07:34 PM | 3 Likes Like |Link to Comment
  • Memo To Intel: Apple A7 Chip Is No Gimmick [View article]
    Dennis, another reason Apple quit on the PowerPC and went with Intel was to allow Macs to run Windows in addition to the Mac OS. This made it easier for folks to switch to Mac and still be able to run Windows on their machines if they had a need to so. When I first switched to an iMac in 2008 I also went with a Bootcamp Windows partition as a security blanket. I just bought a 2013 iMac and didn't go with any Windows capability as I now prefer OS X to Windows, but having that Windows capability made it easier for me to make the switch originally. By the way I agree that Apple will not be dumping Intel for it's own chip and one reason will be to maintain a capability to run Windows.
    Oct 25 07:30 PM | 5 Likes Like |Link to Comment
  • Apple Is In Deep Trouble: A Reformed Bull Speaks Out [View article]
    "In fact, 12 times earnings for a company with a declining customer base, declining margins and no catalyst for growth in the near to medium term is probably too generous."

    Josh, this statement is patently false. You confuse declining market share with a declining customer base. Apple's customer base is growing significantly, every article I've ever seen says three times as many Android users switch to IOS compared to IOS users that switch to Android. And the "declining margins" you point to are now rising again and are very high for a hardware company. Regarding catalysts for growth-you don't see the A7 powered iPhone 5S as a catalyst for growth? How about the iPhone 6 next year? How about iBeacon?
    Oct 24 11:28 AM | 3 Likes Like |Link to Comment
  • The Apple Enigma: Confessions Of A Reformed Apple Hater [View article]
    Humble Eagles, I'm a convert to Apple since 2008. The difference in quality, customer support, and user experience compared to Microsoft and others is hard to put a price on. Then there's the much higher resale value of Apple products that further mitigates the marginally higher initial purchase price. When I traded in my iPhone 4S for an iPhone 5 with a 2 year contract I essentially got the iPhone 5 for free.
    Oct 24 11:12 AM | 2 Likes Like |Link to Comment
  • Is Apple's Real Intrinsic Value Approaching $1000 A Share? [View article]
    platonicbomb, I too switched to a Mac in 2008 and never looked back. I was frustrated with the constant crashes and losing the internet connection and viruses and decided to give Apple a try. It was one of the best decisions I've ever made-not a single crash, no internet problems, totally reliable. Did I pay a little more for my Mac? Probably, but it was worth every penny. I subsequently went with the iPhone and iPad and am now a committed and happy Apple customer and investor. I'll never even consider going back to Microsoft.
    Oct 23 10:37 AM | 2 Likes Like |Link to Comment
  • Is Apple's Real Intrinsic Value Approaching $1000 A Share? [View article]
    "The market would rather reward the potential for profit than the reality, and the steady drum beat of the press and bloggers has been disheartening for longs."

    fauxscot, this is what I find so crazy about this market. Amazon, Netflix, and Tesla are all good examples. Amazon especially is weird. The company has made 12 consecutive quarters of declining margins and profits culminating in actual losses, and the market has rewarded the stock with new all time highs! Amazon is valued at $150 billion and can't even earn a penny a share. So Amazon is valued at about 1/3 of Apple while Apple's earnings in one of it's slow quarters are 4 times Amazon's total earnings in it's history. Go figure.
    Oct 22 11:07 AM | 14 Likes Like |Link to Comment
  • The True Objective Of The iPhone 5C [View article]
    Matthew, please see the article titled "10 New IOS 7 Features for the Enterprise" published on ZDNet today at the link below. I believe the answer to your question is yes.

    http://zd.net/18T2UsM
    Sep 12 10:13 AM | Likes Like |Link to Comment
  • The True Objective Of The iPhone 5C [View article]
    fatpitch2, At&t, TMobile, and Verizon have the same phones, Sprint has a different model. The chart at the link below spells it all out:

    http://bit.ly/Pq4s8W
    Sep 10 10:23 PM | Likes Like |Link to Comment
  • The True Objective Of The iPhone 5C [View article]
    Paulo, I think the 5C will gain market share in the US, Europe, Japan, and China for those folks that $100 is a big deal. They can now get a "new" iPhone for what used to get you last year's model. Those who can afford it will jump on the 5S bandwagon to have the latest and greatest. For people in the developing world who can't afford either the 5C or 5S the iPhone 4S and iPhone 4 will be the entry level iPhone. That segment is where Android has a huge majority of the market, but I don't think Apple cares much about market share in that segment-there's not much money there. Cheap Android phones will always win on the dirt cheap end of the market-Apple will never build a "dirt cheap" product....I hope.
    Sep 10 09:17 PM | 2 Likes Like |Link to Comment
  • Apple - Waiting For iGodot [View article]
    "Samsung's operating profit for its handset division stood at $5.2 billion in the second quarter of 2013, according to research firm Strategy Analytics, compared to Apple's estimated iPhone operating profit of $4.6 billion. It marks the first time the Korean firm has overtaken its U.S. rival. "

    Strategy Analytics' conclusion has been proven to be grossly inaccurate and false. See the following article by Daniel Eran Dilger that provides comprehensive charts and analysis proving that Apple still leads in this category:

    http://bit.ly/19xg7M3
    Jul 31 11:11 AM | 2 Likes Like |Link to Comment
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