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  • BlackBerry Q3 May Bring A Christmas Present - Profits! [View article]
    prediction 3 million. Result 2 million.
    Dec 19, 2014. 01:24 PM | 3 Likes Like |Link to Comment
  • Why I Hate Apple [View article]
    It's quite simple. The market prices according to the value it sees in the "story" of the company. The story it perpetually tells itself about Apple is that Apple is a high margin business driven by a few hit products. So the market essentially values Apple as if it's a movie studio. When they are perceived to have a hit on their hands the value surges. When they aren't, it tanks.

    This understanding of Apple is at best simplistic at worst maliciously mendacious. Apple is not a hit machine. They are the leaders in a revolution that is personalizing technology and integrating seamlessly with more and more of our lives.

    when will the market realize this? probably when all the managers who lived through the PC wars in the 80s retire.

    it's that drama that keeps the notion of a perpetually doomed Apple alive.
    Dec 5, 2014. 12:13 PM | 20 Likes Like |Link to Comment
  • The iPhone 6 May Have A Longer Upgrade Cycle - If So, Expect Unit Sales To Fall [View article]
    Respect your tenacity michael, but your logic makes me cringe. Just because the iPhone may perform some of the functions of a tablet for some people it doesn't follow that the upgrade cycle will morph into anything like the tablet cycle.

    First off it will still be thought of primarily as a phone and consumers are used to upgrading their phones every two years. So they will.

    Secondly, it will be used as a phone, which implies the same battery drain, the same wear and tear so it may NEED to be replaced every two years.

    Thirdly, the smartphone space is full of hyperbole. People wanting the latest and greatest. That will continue.

    Fourthly of the two devices the 6+ is the only one that is a viable tablet substitute. And it accounts for only about a quarter of new phone sales so far. So even if true, your claim only affects a fraction of the devices you suggest it does.
    Dec 3, 2014. 11:36 AM | 7 Likes Like |Link to Comment
  • The iPhone 6 May Have A Longer Upgrade Cycle - If So, Expect Unit Sales To Fall [View article]
    i hope these articles make you happy, they certainly won't make you rich.
    Dec 3, 2014. 11:26 AM | 8 Likes Like |Link to Comment
  • Why Estimates Of A 1 Trillion Market Cap For Apple Are Still Far-Fetched: Fundamental And Algorithmic Analysis [View article]
    bjn.. the rest of your analysis is great, but why do you keep on repeating this "15 cents per click" error? its .15 cents per hundred dollars transacted. Big difference. Apple pay is not designed to drive much revenue in its own right. It's a compelling feature of Apple's ecosystem.
    Dec 2, 2014. 12:09 PM | 6 Likes Like |Link to Comment
  • 5 Reasons BlackBerry Could Post A Surprise Q3 Profit [View article]
    that's the rub isn't? without a clear idea of how many are being made, all the sold out signs in the world don't mean anything.
    Nov 30, 2014. 12:59 PM | 3 Likes Like |Link to Comment
  • The Beginning Of Apple's Touch ID Revolution [View article]
    actually I think the sensor has a way to distinguish living tissue from dead tissue. if true that would be another layer of complexity. but you're right no security is full proof the important thing is it is better and improving.
    Nov 29, 2014. 08:48 PM | Likes Like |Link to Comment
  • BlackBerry launches holiday season promos [View news story]
    So you're saying the iPhones they pay customers for are blackberry's best product?

    Think about that. Just think.
    Nov 25, 2014. 03:55 PM | Likes Like |Link to Comment
  • BlackBerry launches holiday season promos [View news story]
    Also people who keep abreast of financial news tend to overestimate the number of people who do likewise. If you're not watching cnbc or bloomberg or reading financial sites you likely have no clue this promotion is going on.
    Nov 25, 2014. 03:50 PM | 2 Likes Like |Link to Comment
  • BlackBerry launches holiday season promos [View news story]
    a negative number times a positive yields a negative. So if you lose 1 dollar on a product and sell 5 you lost 5 dollars. Sell 10 lose 10...n. More sales less profit. Similarly if you were making a 2 dollar profit lower the price to a one dollar profit and sell less than twice what you you were selling, well here again more sales and less profit.

    There are no substitutes for profitability in business. Not marketshare, not number of users not frequency of use, not time spent with products... nothing. Some of those metrics may be positively correlated with profitability, but they are not substitutes for it.
    Nov 25, 2014. 03:46 PM | 2 Likes Like |Link to Comment
  • BlackBerry launches holiday season promos [View news story]
    Everyone who thinks that Blackberry paying iPhone users to try their product is a good sign needs to take a few deep breaths and step out of their biases. You KNOW that if Apple or any other company were paying people to try their products you would immediately believe they were in dire straits. It's no different here. You might just be close to see it
    Nov 25, 2014. 03:37 PM | 1 Like Like |Link to Comment
  • It Pays To 'Think Different' About Apple's Stock Price [View article]
    somebody's gotta sell so we can buy.
    Nov 24, 2014. 05:01 PM | 11 Likes Like |Link to Comment
  • Investors Wait To Invest New Money In Apple [View article]
    Making money timing trades is incredibly difficult. Even if you succeed, all the constant anxiety over entry and exit points would probably eat away at any genuine good the money could do you. Do your homework, invest in solid companies and let yourself relax.
    Nov 24, 2014. 04:34 PM | 8 Likes Like |Link to Comment
  • Apple breaks highs following new bullish notes [View news story]
    What companies are not affected by perception Patrick? ;)
    Nov 24, 2014. 04:04 PM | Likes Like |Link to Comment
  • Why Amazon Travel Has Little Chance Of Disrupting OTAs: Lessons From Google [View article]
    thanks for that Dennis. I and others have often pointed out the seemingly undeniable fact that consumers' decision making is not solely or even primarily driven by price. It's driven by the consumers perception of value. Value is a multifaceted concept which includes factors such as convenience, familiarity, trustworthiness and yes of course price Glad to see more analysis in the same vein
    Nov 24, 2014. 01:58 PM | Likes Like |Link to Comment