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  • The Achilles' Heel Of Apple Is Its Recalcitrant High-Margin Policy [View article]
    Asa, fed up with constant crashes of my PC, I bought my first Apple product, an iMac, in 2008. The user experience was so incredible compared to what I had been used to that I subsequently bought an iPhone 3GS and then an iPad 2. I've since bought other iPhones, iPads, and last year a 27 " iMac with a fusion drive. I became an Apple customer (iSheep according to Mr. Alcarez) because I like my products to work and work well. None of my Apple devices have EVER crashed. I'll continue to buy Apple products because they are great values and the user experience is incredible.
    Jan 7, 2014. 11:06 AM | 4 Likes Like |Link to Comment
  • 2014 May Be The Year To Short Apple [View article]
    "I believe Apple shares are vulnerable because the company's financial performance is highly dependent on iPhones sales in a market that is maturing and where Apple has been losing market share."

    Wrong. Apple is gaining market share in the high end of the smartphone market, the portion of the smartphone market that Apple competes in and the portion of the smartphone market where the profits (financial performance to use your term) are. Apple does not compete in the low end of the smartphone market, just as Porsche and BMW do not compete in the low end of the automobile market against Ford and Kia. Lumping all smartphones into a single market is ignorant and immature, yet some analysts choose to do it to draw intentionally incorrect and negative views regarding Apple's performance. Let's have some intellectual honesty when reporting on this matter.
    Dec 30, 2013. 11:01 AM | Likes Like |Link to Comment
  • Apple Would-Be Shorts: Bide Your Time, Apple's Run Will Be Over Soon Enough [View article]
    rrose39, I agree. That would be an interesting read.
    Dec 4, 2013. 10:37 AM | Likes Like |Link to Comment
  • Apple Would-Be Shorts: Bide Your Time, Apple's Run Will Be Over Soon Enough [View article]
    Michael, I believe you and Kimmel underestimate many Apple customers. There are some like jsweiter that have been Apple customers for many years and have stuck with Apple not because it's "cool" but because of their satisfaction with the Apple experience. There are many others, myself included, who are fairly recent converts to Apple. I was an Apple skeptic until 2008 when I finally got fed up with Microsoft and bought an iMac. I'm now a full blown Apple customer having bought iPhones, iPads, and a new fusion drive iMac. Not because of coolness, because of quality and the user experience. I'll never go back to Microsoft and I'll never move to Android and I'm not alone. My loyalty and that of many other customers has nothing to do with cultist behavior, it has everything to do with satisfaction with the quality of Apple's products, the user experience, and Apple's great customer support. Quality, the user experience, and excellent customer support are the company's core values. Every company has it's ups and downs, and some day Apple may swoon, but I believe that day is nowhere in sight. As long as Apple stays true to it's core values it will continue to acquire new customers that are converts from other companies and it will succeed as a great consumer company and a great investment. Happy Thanksgiving.
    Nov 28, 2013. 12:00 PM | 16 Likes Like |Link to Comment
  • Is Apple's iPhone Losing The Smartphone War? [View article]
    NYC Trader, excellent article, I especially like your assessment of "segments". This whole issue of smart phone market share is wildly distorted because the vast majority of Android phones are "junk" phones in the extreme low end of the market, while Apples iPhones are in the high end. Using a car analogy, in the auto industry market share comparisons are made by segment. For example, Porsche does not compete with Toyota, it competes with Mercedes and Jaguar. So Mercedes and Jaguar sales/market share direction is pertinent to Porsche, but Toyota sales/market share is not. Toyota sales/market share is pertinent to Honda and Ford since they are in the same segment. Similarly, if you break out the smart phone market by segment-low end, mid range-and high end sales/market share and comparisons would be more meaningful than trying to lump all smart phones together in a single category. This isn't rocket science but it appears that "analysts" either aren't smart enough to figure this out or have an agenda to distort the real picture.
    Nov 22, 2013. 11:17 AM | 1 Like Like |Link to Comment
  • Apple: A Premium Brand Generating Premium Earnings For Investors [View article]
    Mr. Matt, the following quote is from the link you provided above (http://bit.ly/194R3bW). I think it's pretty clear:

    "Among smartphone users that switched brands, Apple took three times as many customers from Samsung (33%) than the latter took from Apple (11%). As it turned out, Samsung took most of its new customers from HTC, Nokia and Motorola. Apple took most of its new customers from BlackBerry."

    I can't find numerical data, it seems all the articles on the subject use percentages. But I have found data regarding annual iPhone sales.
    Apple iPhone sales have increased every year since 2007. Here's data on iPhone sales from Wikemedia Commons:

    FY 2007: 1,389,000
    FY 2008 11,625,000
    FY 2009 20,731,000
    FY 2010 39,989,000
    FY 2011 72,300,000
    FY 2012 125,044,000
    FY 2013 150,200,000

    Here's a link to the site:

    http://bit.ly/188XWxf

    I also found data regarding the number of IOS devices. The installed base of IOS devices has grown to over 312 million in 2013. If I find any other numerical data I'll post it. I've never seen any data/studies that suggest that Apple is losing users, only that it is losing market share. All the data suggests that Apple is growing it's customer base albeit not as much as Android since the overall Android numbers are skewed by the extreme low end phones sold in China and elsewhere.
    Nov 20, 2013. 04:28 PM | 1 Like Like |Link to Comment
  • Apple: A Premium Brand Generating Premium Earnings For Investors [View article]
    "(1) Analysts see Android as a serious threat to strip almost all of Apple's market share and that is scary."

    Murani, your first point is one that really confounds me. It shows just how small minded most of these so called "analysts" are. They see the studies put out by IDC, Gartner, and others and don't ANALYZE the data and look behind the numbers. Daniel Dilger published an excellent analysis of the latest IDC study that shows that 66% of Android's 81% market share are extremely low end sub $200 phones and can be called "smart" phones only in the broadest sense. Fully 66% of Androids 81% market fall in this category. Apple doesn't want to compete in the extremely low end of the mobile phone market and these phones are not taking any share from Apple. Here's a link to Dilger's piece:

    http://bit.ly/1gV3RIK

    Then there's this study also by Dilger that shows the bias in some of these reports put out by IDC, Gartner, and Strategy Analytics. It's a compelling read, here's a link to it:

    http://bit.ly/1aCrWiy

    Finally, there's objective data on this subject that anyone can understand, not just "analysts". If Android was eating into Apple's market share, more IOS users would be switching to Android than Android users switching to IOS. Yet every study I have ever seen on the subject clearly states that in fact many more Android users swtich to IOS that the other way around. I've included a link to a recent study on this below.

    http://bit.ly/HXnYaF

    My bottom line on all this, I think many of these so called "analysts" are intellectually lazy, they don't look behind the numbers and analyze the data to assess their real significance. You would think that professional analysts would take more pride in their work.
    Nov 20, 2013. 11:52 AM | 1 Like Like |Link to Comment
  • The Rumored iPhablets Expected In 2014 Will Not Save Apple's Bacon [View article]
    Michael, you misread the article. It clearly states that Samsung sold 40 million Galaxy phones in a six month period, not a quarter. The article was dated late October 2013, the following two quotes from different parts of the article make it clear. Also, Samsung is known to have a liberal interpretation of what is sold. Often they mean put into the channel, not sold to customers.

    "Samsung Galaxy S4 sales are still looking strong, according to a new report that indicates the Galaxy S4 has now sold more than 40 million handsets worldwide since its late-April release date. "

    "Do you think 40 million handsets sold in six months is an impressive milestone for the Samsung Galaxy S4? Let us know in the comments below."
    Nov 19, 2013. 10:26 AM | 3 Likes Like |Link to Comment
  • Apple's Hidden Holiday Gift To Investors [View article]
    "Apple's accounting seems to always take the conservative tact and is known for comparatively fully disclosing complete financial reporting in their quarterly statements."

    Jared, you're dead on, and this approach is the exact opposite of Amazon's. Amazon won't tell you what their business segments do or even how many Kindles they sell. Then they go and implement a change regarding how they account for ebook revenues to artificially inflate gross revenue and won't reveal how much revenue was inflated due to the change.
    Nov 18, 2013. 07:37 PM | 2 Likes Like |Link to Comment
  • The Rumored iPhablets Expected In 2014 Will Not Save Apple's Bacon [View article]
    jjkiam, here's a link to the report:

    http://bit.ly/1gV3RIK

    Here's a link to another report that says that 66% of Androids 81% market share numbers are junk phones.

    http://bit.ly/1gV3RIK

    This entire market share argument is completely bogus. It's like saying Porsche is in trouble because they're losing market share to Kia.
    Nov 18, 2013. 05:22 PM | 3 Likes Like |Link to Comment
  • 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 06:28 PM | 9 Likes Like |Link to Comment
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