Seeking Alpha


Send Message
View as an RSS Feed
View johnofarizonaoregon's Comments BY TICKER:
Latest  |  Highest rated
  • Invest In The Millennials, Invest In Apple [View article]
    My recent PhD, now professor daughter had a Mac all through college and grad school. It was a mix of Macs and PC's among her fellow students in college, but in grad school, EVERYONE, including the professors, used Macs.
    Sep 20, 2014. 10:15 PM | 2 Likes Like |Link to Comment
  • Invest In The Millennials, Invest In Apple [View article]
    If the people who are selling out of CMG use that money to buy AAPL, AAPL will go to $1,000 ($7,000 pre split).
    Sep 20, 2014. 10:11 PM | 1 Like Like |Link to Comment
  • At Apple, There's No Need For Tim Cook To Be Revolutionary [View article]
    Actually, yes.
    Sep 19, 2014. 08:59 PM | Likes Like |Link to Comment
  • Amazon: An American Horror Story - A Fictional Account Of What Does Not Exist [View article]
    The Fire phone was not a failure, it was a flop. Read what famous people like Thomas Edison and Babe Ruth said about unsuccessful attempts and strikeouts, respectively.

    Amazon is simply willing to have flops a lot more frequently than Apple is.

    Apple calculates, stalks and lays in wait for the opportunity to make a product better than the others of the same genre which have flopped. Amazon approaches it more like Babe Ruth or Thomas Edison, expecting dozens if not hundreds of strike-outs and flops in between each home run.

    Amazon's Kindle was a home run and they've made a huge bundle from it.

    The iPad has exceeded the Kindle, because from personal experience I have witnessed my wife transform from a Kindle fanatic to a person who carries her iPad with her all the time. Her iPad has the Kindle app. Her Kindle is somewhere in the house, gathering dust and probably in desperate need of a battery re-charge.
    Sep 19, 2014. 08:56 PM | 1 Like Like |Link to Comment
  • At Apple, There's No Need For Tim Cook To Be Revolutionary [View article]
    There are plenty of math and data articles on Apple ... more than plenty. Articles like this are welcome too, like seasoning is welcome with most food.
    Sep 19, 2014. 06:02 PM | 1 Like Like |Link to Comment
  • At Apple, There's No Need For Tim Cook To Be Revolutionary [View article]
    When a stock begins making new highs is when all the stockholders are happy and least inclined to sell. The single most famous stock trader of all time, Jesse Livermore, would only buy stock when it was making new highs.
    Sep 19, 2014. 06:00 PM | Likes Like |Link to Comment
  • At Apple, There's No Need For Tim Cook To Be Revolutionary [View article]
    Rocco, thanks for the fresh perspective. Emotion is good; it is what adds technicolor to an otherwise black and white market. The Spock (of Star Trek) viewpoint is essential in the stock arena, but logic alone is desolate and incomplete without emotion.

    As for what may be said asserting or denying "revolutionary" or "innovative" to Apple and any of its CEOs from Steve Jobs on through time ... the most outstanding aspect of what Apple does was revealed for the first time to me, if not to anyone else, when I read the article in the print edition of the September 22nd issue of Time Magazine about the Apple Watch.

    I didn't expect much from the article but it turned out to be very worthwhile reading. Too bad, the article isn't available online.

    One thing the author(s) wrote which had never before occurred to me as a take on what Apple does is: Apple is in the "grisly business" of "resurrecting" dead products or (as in the case of the smartphones before the iPhone) of bringing to life the "walking dead" by doing the most thorough and deep analysis of what is wrong and what it would take to make it most right, most near "perfection."

    The article's author(s) referred to what Apple does as "the Lazarus effect" or something like that (I don't have the print magazine in front of me, so as to be able to quote perfectly or extensively from the article).

    Samsung didn't do any innovation by simply imitating Apple iPhone nor by pushing out a larger screen version ASAP. Apple was patient, watched, waited, analyzed and then made the right decision at the right time ... to offer larger screen size and to do it right the first time.

    Same with the Apple Watch. I pre-judged the Apple Watch, because I could not imagine anything improved enough over the Samsung watch or any of the others to be worth buying. I decided in advance to not buy an Apple Watch.

    But now that I've seen the Apple Watch and some of its potential and some of how it works and had a glimpse of how Apple has worked its "Lazarus effect" once again by resurrecting the "walking dead" smart watch ... I won't camp out in front of any Apple Store, but I'll be one of the first to get one because from what I've seen and learned of the Apple Watch, it is the first smart watch I would consider worth owning.
    Sep 19, 2014. 05:49 PM | Likes Like |Link to Comment
  • At Apple, There's No Need For Tim Cook To Be Revolutionary [View article]
    @dezee - Once upon a time, I was a closed-minded Microsoft devotee like you. But when it came time for my daughter to go off to college and I envisioned periodically spending time on the phone with her to sort out her latest problem with a Microsoft laptop, I opted for an iBook, the first Apple computer I ever bought because they claimed in TV ads that it "just works". Said daughter never once had a problem with her iBook during her 4 years of college and graduated to a Macbook Pro, which she now uses, post-PhD. Because of what I saw with her and her Mac, I switched to a Mac about 10 years ago and... I've never looked back.

    If you don't like Apple, that's fine, but you don't have to be so sour grapes about it.
    Sep 19, 2014. 03:14 PM | 11 Likes Like |Link to Comment
  • Investors Can't Believe The Apple Hype [View article]
    Welcome back Rocco. My favorite articles on any stock are neither the Crameresque raging bulls nor the Michael Blaire-esque ones, but the ones which labor to be thoughtful. Good labor on your part.

    Regarding Starbucks pay-with-your-phone app, none in my family have ever used it because we don't like the extra drop/fumble risk of handing our phones to someone.

    But the Apple pay with NFC is appealing.

    Regarding the Apple Watch, since it is related with its ability to do Apple Pay ... at first, I would have answered any survey regarding it by saying I'd never buy one. But then I saw a video of the portion relating to it, from the recent Apple Event and also read the recent Time Magazine article about the Apple Watch and now I fully intend to get one and others in my family may also because it far exceeds what our expectations had been for Apple's foray into the smartwatch realm.
    Sep 17, 2014. 02:06 PM | Likes Like |Link to Comment
  • Apple And Conspicuous Consumption: So What? [View article]
    Michael Blair more resembles an idiot at best, an outright liar at worst than a stock analyst. Whenever I see one of his articles announced in my email, I've taken to deleting the email and not wasting a nanosecond on the article.

    I've been using personal computers since they were first introduced as the Altair (the very first personal computer for the masses) and others. I became a devotee of the Microsoft OS (operating system) until MS introduced XP which would have forced me to buy yet another hardware system and trash the former computer.

    I switched to Apple OS around the time that Apple introduced their hardware which utilized Intel CPUs.

    The reason I became an Apple computer devotee and never again looked back to Microsoft OS computers was nothing to do with the ridiculous Veblen notion witch Blair wrote about. I switched to Apple computers because of what I witnessed with my two youngest daughters.

    Before those daughters left home and went off to college, they each had a Microsoft-based personal computer and I was their "IT" guy who would fix their all-too-frequent computer hang-ups.

    As a high school graduation gift for each of them, I gave them laptops to use in college. The laptops I gave them were the first Apple computers I'd ever bought, iBooks.

    They literally "just worked," like the Apple ads on television at the time claimed they would. Never even ONCE during either of their years in college did either of them have a problem with their Apple computers. Their friends in the dorms who used Microsoft-based computers had plenty of problems, but my daughters' Apple computers "just worked" and did the work asked of them.

    I was totally amazed and as a result I switched from a "PC" to a Mac and never looked back.

    Michael Blair only writes for the $500 per article and he writes negative instead of positive articles about Apple simply because such articles get even more clicks and therefore more money from clicks than do the articles with neutral or positive titles. For Blair, its all about the money he gets and nothing to do with the foundational truth of Apple products compared to others. It's sad, that he has sold his soul for filthy lucre.

    Pay no attention to Blair.
    Sep 16, 2014. 09:30 PM | 6 Likes Like |Link to Comment
  • Apple Pay - Taking A Bite Out Of Payments [View article]
    Place your stop-loss order at $142.
    Sep 11, 2014. 11:05 AM | 2 Likes Like |Link to Comment
  • Update: Apple's Watch Launch Event Remained A Bit Disappointing [View article]
    The reason I won't be buying an Apple watch is because it has pathetic battery life, needing to be re-charged nightly and therefore it would not function as a sleep-tracking device.

    Sleep tracking is the main function I was looking forward to with the Apple watch and any of its other feature would be perhaps useful but not anything special to get a watch for.

    Since the Apple watch won't do the job of sleep tracking, I'll continue to use the Jawbone UP wristband for sleep-tracking.
    Sep 10, 2014. 04:32 PM | 2 Likes Like |Link to Comment
  • Apple Is A Luxury Brand And That Is The Problem [View article]
    The author's logic for selling is weak at best.

    As for the Apple watch, I won't be buying one because it lacks the one function I had assumed it would have, which is a function to track sleep.

    The Apple watch is also crippled by short battery life which prevents it from being a sleep tracking device during the night. It's battery must be charged nightly, which is totally pathetic compared to my expectations for the Apple watch before it was revealed.

    What I had expected was that the Apple watch battery life would vastly exceed battery life of any other smart watch and that it's battery would be capable of being charged with a charger but that it would normally not need any such charging because it would be constantly supplemented via a solar cell and an internal device which would convert kinetic energy into electricity for the battery. But sadly it has no such clever features to avoid needing a nightly battery charge.

    I currently use a Jawbone UP wristband for the purpose of tracking sleep. Tracking sleep is the only use I have for that wristband and so it remains on the night table by the bed all the rest of the time and "nags" me every day because it doesn't get enough steps to track during my awake time.

    I was looking forward to retiring the Jawbone UP wristband and not using it at all, in favor of an Apple watch which would track sleep at night and have the added bonus of other features during the rest of the time.

    But I really only want a sleep tracking device and don't need those other smartwatch features and don't need a watch for the sake of knowing what time it is ... a smartphone works well as a time reference.
    Sep 10, 2014. 04:26 PM | Likes Like |Link to Comment
  • Apple Watch Is Finally Here [View article]
    I had planned to buy an Apple watch before they were revealed, but will not buy one because the one feature I wanted was sleep tracking, which the watch lacks.

    Even if an app was written for the watch to track sleep, it would not work because the watch must be charged nightly.

    Sadly -battery life is far too short.

    What I had expected was a watch whose battery would perhaps need charging once every month or few at the most and which would in the meantime, between charges, have its battery life extended by charging from two built-in sources (solar cell and conversion of movement energy to electricity).

    I use the Jawbone UP band to track sleep and since I don't have any use for any of the other functions of the UP band, I only wear it when sleeping. It is a minor nuisance that it constantly "nags" me to tell me I'm not walking very many steps, since it spends most of the time laying on the bedside table.

    As for wearing a watch - I stopped doing that years ago but would try wearing one again if it would also function as a sleep tracker device.
    Sep 10, 2014. 04:10 PM | 1 Like Like |Link to Comment
  • Union Pacific Corporation - An Investment To Look Forward To [View article]
    My first thought was, how worthwhile can an article be, when the author didn't even get the Company's name right? Union Pacific Railroad began in 1862 and has been UNION (not "United") Pacific RR for over 150 years.
    Jul 17, 2014. 11:00 AM | 2 Likes Like |Link to Comment