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Qniform

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  • Impact On Apple If 2% - 4% Of China Mobile Customers Buy An iPhone [View article]
    Thank you again for your view. It has been a long time since I've been to HK (before 1999). But I remember that people there - and in other advanced Asian cities like Singapore - were very much into adopting the latest trends. It's hard to imagine that this won't turn out to be a big step for Apple, unless it is true that Steve Jobs was the only source of the new ideas...
    Jan 5 10:53 PM | Likes Like |Link to Comment
  • Impact On Apple If 2% - 4% Of China Mobile Customers Buy An iPhone [View article]
    Thank you for the specific info Sam. What do you think? Is this deal good enough to make Apple sales in China grow a lot? It's the biggest market in the world, but I don't know how the consumer there sees Apple. Is Apple cool enough to cause people to pay more for it?
    Jan 5 10:07 PM | Likes Like |Link to Comment
  • Impact On Apple If 2% - 4% Of China Mobile Customers Buy An iPhone [View article]
    The crucial number was not provided (it has not been released). What is the unit price paid? The average price will almost certainly be substantially lower than quoted in the article. And why wasn't it announced along with the contract? All the market share analysis is useless without the revenue input being correct.
    Jan 4 01:58 AM | 1 Like Like |Link to Comment
  • Intel And Apple: An Interesting Tidbit [View article]
    What a great link. An ARM11 MP on Intel silicon...

    Is the rest of the chip all Intel (esp the 216 cores)?

    I don't know what a licensing fee amounts to, but it would seem that a very large part of the margin of such a chip would be with Intel. I for one like this arrangement - what's not to like? It's just business.
    Sep 19 09:10 AM | Likes Like |Link to Comment
  • Intel And Apple: An Interesting Tidbit [View article]
    Elicit. Caution, liberal arts at work...
    Sep 17 06:13 PM | Likes Like |Link to Comment
  • How Perception Impacts Investment Results: The Case For Apple And IBM [View article]
    So Asians behave differently than other consumers? Or are we all brand junkies? What surveys are you using? That's data I'd really like to see...
    Aug 23 12:42 PM | Likes Like |Link to Comment
  • How Perception Impacts Investment Results: The Case For Apple And IBM [View article]
    This is an interesting discussion. I decided a while back to pass on IBM because the business wasn't generating the growth it seemed to if one looks at EPS. Looking only at gross profit (before R&D which is discretionary) we see $45.7 billion in 2008 grow to $50.3 billion in 2012 (a little less TTM). This shouldn't be surprising because revenue was on essentially the same trajectory.

    That's not so great in comparison with other opportunities. At least in this case, the share repurchases mask the real results. http://bit.ly/19Jdd7Z
    Aug 21 10:37 AM | Likes Like |Link to Comment
  • How Perception Impacts Investment Results: The Case For Apple And IBM [View article]
    k2caliguy, it may have been the editors who did that.
    Aug 21 01:20 AM | Likes Like |Link to Comment
  • How Perception Impacts Investment Results: The Case For Apple And IBM [View article]
    LOL. rocback, Apple users are switching to everything else. http://bit.ly/14bGCUb, and http://onforb.es/14bGFiA. This is actual data, not opinion or survey results. No the game isn't over yet, but you can't deny a loss of market share overall, or (most importantly) net declines in unit sales while the market size increased by 50%+.
    Aug 20 11:20 AM | 1 Like Like |Link to Comment
  • How Perception Impacts Investment Results: The Case For Apple And IBM [View article]
    Jack Baker, do you really think everyone would have Apple products but for the fact that they're more expensive? Does everyone drive the car they do because money?

    I can afford tons of stuff that I judge to be a poor value proposition - Marketing 101. That's why I keep sighing when I see a 911. I just can't justify it to myself.
    :(
    Aug 20 09:52 AM | 1 Like Like |Link to Comment
  • How Perception Impacts Investment Results: The Case For Apple And IBM [View article]
    There was never anything BUT hype in those issues. Bad examples.
    Aug 20 09:00 AM | Likes Like |Link to Comment
  • How Perception Impacts Investment Results: The Case For Apple And IBM [View article]
    PLUG and PRST being appropriate examples of anything concerning AAPL and IBM was a huge disconnect right in the beginning of an otherwise interesting article.
    Aug 19 11:12 PM | Likes Like |Link to Comment
  • Intel: OK, Where Are The Apple 'A' Chips Really Going? [View article]
    But Justin, gesture control is cheap. It's just software/patents. It's a little flea, not even the tail on the dog.
    Jul 17 12:47 AM | 2 Likes Like |Link to Comment
  • Intel: OK, Where Are The Apple 'A' Chips Really Going? [View article]
    Fischer's are always plausible and deliberately entertaining. Nothing wrong with that. Thinking outside the box is just what I like.
    Jul 16 11:40 PM | 2 Likes Like |Link to Comment
  • Implications Of Apple Guidance [View article]
    "If it did not, in 10 yr., 100 shares investment would earn $12,000 just in dividends."

    So will the long bond. Not a very good comparison, since at least the rate in the bond is guaranteed. At any rate I'll do much better with $40,000 than 3%/yr in either AAPL or Treasuries.
    Apr 25 02:57 PM | Likes Like |Link to Comment
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