BJMC's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/227484/comments http://seekingalpha.com/article/129109-rims-latest-apple-apps-won-t-catch-on-well-here-s-why?source=feed#comment-449079 449079
Apple has an efficient and low cost method for collecting small payments. Part of this stems from its licensing use of patents from Amazon.com Furthermore, the method has been tested more than a few times.

I agree that Paypal will present RIMM with a lower cost than available from "standard" card processors. Most of the sites that I use and offer Paypal services appear to offer alternative means of payment. I seems that many folks, I for one, just do not wish to register their details with Paypal or alternative payment aggregators.

Thank goodness that RIMM choose not to emulate Microsoft with its "Points"]]> Thu, 02 Apr 2009 09:24:28 -0400
Apple has an efficient and low cost method for collecting small payments. Part of this stems from its licensing use of patents from Amazon.com Furthermore, the method has been tested more than a few times.

I agree that Paypal will present RIMM with a lower cost than available from "standard" card processors. Most of the sites that I use and offer Paypal services appear to offer alternative means of payment. I seems that many folks, I for one, just do not wish to register their details with Paypal or alternative payment aggregators.

Thank goodness that RIMM choose not to emulate Microsoft with its "Points"]]> http://seekingalpha.com/article/129109-rims-latest-apple-apps-won-t-catch-on-well-here-s-why?source=feed#comment-448976 448976
Indeed iTunes is there when you plug in.

In my case, I tend to use iTunes to manage existing Apps - do all the updates in a single process and to select which programs I wish to see as available on my iPhone screen. However, I tend to find, select, purchase, download and install new programs from the iPhone device App Store.

I doubt that all of these comparisons will influence the market at least until the results play out. After all, App World is the same as App Store - isn't it?]]> Thu, 02 Apr 2009 08:31:51 -0400
Indeed iTunes is there when you plug in.

In my case, I tend to use iTunes to manage existing Apps - do all the updates in a single process and to select which programs I wish to see as available on my iPhone screen. However, I tend to find, select, purchase, download and install new programs from the iPhone device App Store.

I doubt that all of these comparisons will influence the market at least until the results play out. After all, App World is the same as App Store - isn't it?]]> http://seekingalpha.com/article/129109-rims-latest-apple-apps-won-t-catch-on-well-here-s-why?source=feed#comment-448951 448951
All of the iPhone imitators are falling into the Apple trap by increasingly emulating and adding features that are barely "good enough" The end result of this is a platform that becomes increasingly not good enough.

I like your comment "with so many mouths to feed" It appears to me that RIM is also using a third party for hosting and secure delivery/re-delivery of the programs and updates. The economics seem to be leading towards App World becoming a promotional expense.]]> Thu, 02 Apr 2009 08:10:39 -0400
All of the iPhone imitators are falling into the Apple trap by increasingly emulating and adding features that are barely "good enough" The end result of this is a platform that becomes increasingly not good enough.

I like your comment "with so many mouths to feed" It appears to me that RIM is also using a third party for hosting and secure delivery/re-delivery of the programs and updates. The economics seem to be leading towards App World becoming a promotional expense.]]> http://seekingalpha.com/article/127491-what-will-it-take-for-microsoft-and-adobe-to-agree-on-an-hd-web-video-standard?source=feed#comment-437968 437968
That's what is predominantly in use today.

What's the issue?]]> Tue, 24 Mar 2009 09:37:23 -0400
That's what is predominantly in use today.

What's the issue?]]> http://seekingalpha.com/article/120819-flash-player-apple-s-blind-spot?source=feed#comment-391566 391566
Since then, I do not have Flash issues for what I have learned to use the devices for at all and web pages are rarely left with vacant Flash place holders.

The early issue on incorporation of Flash in addition to security is that it is a resource hog in terms of processing cycles, memory and bandwidth. The current solution for mobile, Flash Lite, is a very poor experience on any high resolution mobile device screen. If you can look at resource use on your Desktop or Laptop, try running Flash web pages and you will see the issue.

Flash as we know it is not suitable for these devices. Devices will stall, batteries will expire and the ubiquitous use will saturate carriers networks.

You Tube works perfectly well on the iPhone. Browser based BBC iPlayer in the UK works perfectly well over Wi-Fi and iPod Movies are superb.

Adoption of in progress web standards will allow for the incorporation and playing of video of various formats within a web page more easily. The SDK provided by Apple is also much more suitable for resident multi media applications.

I suggest to you that the non Flash use gripes about the iPhone are, well, just gripes. Apple is absolutely right to hold out on this unless a workable, in all respects, solution can be hammered out. Already, through the extent of mobile web use, Apple is the standard if any and it is doing this largely through using web standards. Flash is not a standard even if its use is ubiquitous on PC platforms.]]> Tue, 17 Feb 2009 04:05:31 -0500
Since then, I do not have Flash issues for what I have learned to use the devices for at all and web pages are rarely left with vacant Flash place holders.

The early issue on incorporation of Flash in addition to security is that it is a resource hog in terms of processing cycles, memory and bandwidth. The current solution for mobile, Flash Lite, is a very poor experience on any high resolution mobile device screen. If you can look at resource use on your Desktop or Laptop, try running Flash web pages and you will see the issue.

Flash as we know it is not suitable for these devices. Devices will stall, batteries will expire and the ubiquitous use will saturate carriers networks.

You Tube works perfectly well on the iPhone. Browser based BBC iPlayer in the UK works perfectly well over Wi-Fi and iPod Movies are superb.

Adoption of in progress web standards will allow for the incorporation and playing of video of various formats within a web page more easily. The SDK provided by Apple is also much more suitable for resident multi media applications.

I suggest to you that the non Flash use gripes about the iPhone are, well, just gripes. Apple is absolutely right to hold out on this unless a workable, in all respects, solution can be hammered out. Already, through the extent of mobile web use, Apple is the standard if any and it is doing this largely through using web standards. Flash is not a standard even if its use is ubiquitous on PC platforms.]]> http://seekingalpha.com/article/114374-windows-mobile-like-using-fred-flintstone-s-istone?source=feed#comment-353363 353363 Mon, 12 Jan 2009 11:31:31 -0500 http://seekingalpha.com/article/112153-the-benefits-of-a-standardized-microusb?source=feed#comment-337324 337324
My guess is that few do which makes your bottom line a rather flaky conclusion]]> Wed, 24 Dec 2008 06:30:28 -0500
My guess is that few do which makes your bottom line a rather flaky conclusion]]> http://seekingalpha.com/article/111387-macworld-step-is-yet-another-positive-for-apple?source=feed#comment-332805 332805
You are in a minority of commentators

Hopefully though, you are consistent with a majority of investors.

Thank you for an objective and sensible viewpoint.]]> Thu, 18 Dec 2008 07:19:40 -0500
You are in a minority of commentators

Hopefully though, you are consistent with a majority of investors.

Thank you for an objective and sensible viewpoint.]]> http://seekingalpha.com/article/111293-it-s-no-big-deal-that-apple-is-pulling-out-of-macworld?source=feed#comment-332590 332590
The CEO does a pretty good job as well by many accounts.]]> Wed, 17 Dec 2008 19:44:02 -0500
The CEO does a pretty good job as well by many accounts.]]> http://seekingalpha.com/article/111293-it-s-no-big-deal-that-apple-is-pulling-out-of-macworld?source=feed#comment-332573 332573
1. The funds believe they are having a hay day.

2. Jobs appears looking fatter than Schiller who has lost just a little weight to make himself presentable.

3. Introduces Schiller and runs.

4. Schiller talks at length about Snow Leopard.

5. Introduces a new Mac Mini that will work with the new LED Cinema Display.

6. Forgets something

7. Remembers something

8. Introduces an entirely new compact Snow Leopard platform that automatically senses and saves a profile of available services (phone, wi-fi, printing, DVD/CD re-writer, discs and whatever else) in each destination location (e.g. Home, Office 1, Office 2, Hotel 1 etc)

9. Price - two bags of shrimp.

10. Available April Fools Day

One week later.

1. Announce Incredible results.

2. Credible forecast

3. Funds are screwed.

A wild, wild dream? Well no more so than any of the speculation surrounding a simple situation of Apple exiting its last major Trade Show participation just as it chose to end Apple Expo Paris before the last event (2008) which has been followed up with Reed International's announcement today about the cancelation of the 2009 Paris Event.

Guess who presented the Keynote at the last Paris event?



]]> Wed, 17 Dec 2008 19:07:45 -0500
1. The funds believe they are having a hay day.

2. Jobs appears looking fatter than Schiller who has lost just a little weight to make himself presentable.

3. Introduces Schiller and runs.

4. Schiller talks at length about Snow Leopard.

5. Introduces a new Mac Mini that will work with the new LED Cinema Display.

6. Forgets something

7. Remembers something

8. Introduces an entirely new compact Snow Leopard platform that automatically senses and saves a profile of available services (phone, wi-fi, printing, DVD/CD re-writer, discs and whatever else) in each destination location (e.g. Home, Office 1, Office 2, Hotel 1 etc)

9. Price - two bags of shrimp.

10. Available April Fools Day

One week later.

1. Announce Incredible results.

2. Credible forecast

3. Funds are screwed.

A wild, wild dream? Well no more so than any of the speculation surrounding a simple situation of Apple exiting its last major Trade Show participation just as it chose to end Apple Expo Paris before the last event (2008) which has been followed up with Reed International's announcement today about the cancelation of the 2009 Paris Event.

Guess who presented the Keynote at the last Paris event?



]]> http://seekingalpha.com/article/111258-macworld-to-follow-floppy-disk-into-extinction?source=feed#comment-332213 332213 Wed, 17 Dec 2008 13:11:36 -0500 http://seekingalpha.com/article/109764-iphone-at-wal-mart-steve-say-it-aint-so?source=feed#comment-324421 324421
I do believe that you are spot on!

The associated monthly fees need addressing also for this market segment. Presumably the Apple price of the device will allow this.]]> Tue, 09 Dec 2008 06:43:42 -0500
I do believe that you are spot on!

The associated monthly fees need addressing also for this market segment. Presumably the Apple price of the device will allow this.]]> http://seekingalpha.com/article/107076-is-iphone-leading-the-way-in-smartphone-evolution?source=feed#comment-310950 310950
Apple has lured the would be competition into, well, competing. The iPod analogy is spot on.


On Nov 20 11:51 AM buffeted wrote:

> A better question is can the unity of iphone and app store platform
> design i.e. contextual experience of the iphone/app store be effectiveley
> copied by the competion, since this is clearly the path other smart
> phone makers have decided embark upon? Here's perhaps an even more
> interesting question: Are we mistakingly comparing a hand held computer
> (iphone has an osx computer operating system) with smart phones?
> How is the consumer interpreting the device? Is the Apple iphone+app
> store headed the same direction as the ipod itunes "story" in the
> sense of reaching some deeper, emotional attachment or "experience"
> in the consumer that others devices dont? If the answer to the last
> question is a yes, the competition is appears simply outmatched,
> for the time being.]]> Thu, 20 Nov 2008 12:45:20 -0500
Apple has lured the would be competition into, well, competing. The iPod analogy is spot on.


On Nov 20 11:51 AM buffeted wrote:

> A better question is can the unity of iphone and app store platform
> design i.e. contextual experience of the iphone/app store be effectiveley
> copied by the competion, since this is clearly the path other smart
> phone makers have decided embark upon? Here's perhaps an even more
> interesting question: Are we mistakingly comparing a hand held computer
> (iphone has an osx computer operating system) with smart phones?
> How is the consumer interpreting the device? Is the Apple iphone+app
> store headed the same direction as the ipod itunes "story" in the
> sense of reaching some deeper, emotional attachment or "experience"
> in the consumer that others devices dont? If the answer to the last
> question is a yes, the competition is appears simply outmatched,
> for the time being.]]> http://seekingalpha.com/article/107076-is-iphone-leading-the-way-in-smartphone-evolution?source=feed#comment-310861 310861
The Blackberry Storm has been available in the UK a little earlier than in the US.

Read this:-

www.mortgagebrokers4lo...

Dead in the water. Suggest..you know what!]]> Thu, 20 Nov 2008 11:36:27 -0500
The Blackberry Storm has been available in the UK a little earlier than in the US.

Read this:-

www.mortgagebrokers4lo...

Dead in the water. Suggest..you know what!]]> http://seekingalpha.com/article/102640-microsoft-akamai-s-smooth-streaming-how-will-it-impact-the-market?source=feed#comment-293396 293396
I like to believe is your assertion.

On the sideline?

Netflix is using the MS platform and Silverlight for its streaming service]]> Wed, 29 Oct 2008 10:18:16 -0400
I like to believe is your assertion.

On the sideline?

Netflix is using the MS platform and Silverlight for its streaming service]]> http://seekingalpha.com/article/101212-jobs-has-sold-his-10-million-iphones?source=feed#comment-288097 288097
If you had taken time to both do your sums and listen to Tim Cook's careful statements on Channel Fill, you could have come up with a highly informative article which could have built your reputation.

On the subject of Apple, there are far to many writers and some bone-fide journalists either shooting from the hip or more disturbingly in the pay of a third party, writing to the order of a well known organization based on a 75 page briefing which I have seen. I am retaining author names and copies of those articles I believe to be tainted. There are News Agencies on my list also and this I find totally unacceptable.

You and this article are on my list. I give you the benefit of the doubt and have ticked the "shooting from the hip" column.

Please try to get your facts straight in future and bring us enlightenment and yourself an enhanced reputation.]]> Wed, 22 Oct 2008 15:55:52 -0400
If you had taken time to both do your sums and listen to Tim Cook's careful statements on Channel Fill, you could have come up with a highly informative article which could have built your reputation.

On the subject of Apple, there are far to many writers and some bone-fide journalists either shooting from the hip or more disturbingly in the pay of a third party, writing to the order of a well known organization based on a 75 page briefing which I have seen. I am retaining author names and copies of those articles I believe to be tainted. There are News Agencies on my list also and this I find totally unacceptable.

You and this article are on my list. I give you the benefit of the doubt and have ticked the "shooting from the hip" column.

Please try to get your facts straight in future and bring us enlightenment and yourself an enhanced reputation.]]> http://seekingalpha.com/article/93083-bloomberg-s-premature-steve-jobs-obit-why?source=feed#comment-241093 241093
There is a seemingly well founded rumor that Steve Jobs will present at an Apple Special Event in September.

Will his appearance be less gaunt?

I guess a lot of folks are preparing for either scenario.

Meanwhile it is horrible that such pressures are put on the man]]> Thu, 28 Aug 2008 15:28:30 -0400
There is a seemingly well founded rumor that Steve Jobs will present at an Apple Special Event in September.

Will his appearance be less gaunt?

I guess a lot of folks are preparing for either scenario.

Meanwhile it is horrible that such pressures are put on the man]]> http://seekingalpha.com/article/90202-appetite-for-risk-buy-some-rimm?source=feed#comment-227261 227261
I would add that the mobile e-mail and browser and "cloud" market is about to see significant development as the emerging "Network Computers" begin to penetrate business. For some users this way of working will replace the RIMM approach.

We have yet to see what Apple will deliver to this new market segment and at what price point. It will be a huge blockbuster no doubt!]]> Sun, 10 Aug 2008 15:47:44 -0400
I would add that the mobile e-mail and browser and "cloud" market is about to see significant development as the emerging "Network Computers" begin to penetrate business. For some users this way of working will replace the RIMM approach.

We have yet to see what Apple will deliver to this new market segment and at what price point. It will be a huge blockbuster no doubt!]]> http://seekingalpha.com/article/85376-why-i-m-shorting-apple-ahead-of-earnings?source=feed#comment-207457 207457
Classic analysis such as yours rarely works out in practice simply because of over simplistic assumptions.

We shall see?


]]> Thu, 17 Jul 2008 03:51:35 -0400
Classic analysis such as yours rarely works out in practice simply because of over simplistic assumptions.

We shall see?


]]>