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Applocrat

Applocrat
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  • PC industry stocks slide as Intel tempers Windows 10 expectations [View news story]
    right on techy
    May 20, 2015. 08:16 AM | Likes Like |Link to Comment
  • PC industry stocks slide as Intel tempers Windows 10 expectations [View news story]
    This is a classic example of simply needing something to fill the 24 hour news cycle.
    May 20, 2015. 08:15 AM | 1 Like Like |Link to Comment
  • Here's Why Apple Is Weak Since Earnings [View article]
    If Paulo was saying that only One product was showing year over year growth, he said it poorly, and it's inaccurate to boot. He said Apple is the iPhone and then he shared the percentage of Apple's total profits were delivered by iPhone. This way of presenting the information suggests we ought to worry about Apples product dependency, more than their growth.


    It's inaccurate Because Mac also grew year on year as did software and services.
    May 7, 2015. 04:30 PM | 9 Likes Like |Link to Comment
  • Here's Why Apple Is Weak Since Earnings [View article]
    And why is that no one ever harps on the positives of a small product portfolio: focus concentration of resources etc

    whatever happened to jack of all trades, master of none?
    May 7, 2015. 04:19 PM | 4 Likes Like |Link to Comment
  • Here's Why Apple Is Weak Since Earnings [View article]
    your reasoning is circular and contradictory. You say Apple is the iPhone, andc it's being valued as a one trick pony should. But then you point out that the weakness in iPhone is being "masked"by other revenue streams. So if they have revenue streams that can maskd "weakness" in the iPhone that implies Apple is more than the iPhone.


    So to summarize Apple is only the iPhone so long as we ignore all the products that aren't iPhones.
    May 7, 2015. 04:15 PM | 41 Likes Like |Link to Comment
  • Benchmarking The Apple Watch Launch [View article]
    I like the attempt here, and all data is interesting. I feel like Apple gets so much press these days that articles reviews etc just pop up in my news feeds without ever going to google. And there are so many people who want to form their own first impression either by trying it out or hearing from a friend who has.


    Also Facebook is increasingly the jumping off point for many people online; so I feel like this comparison needs to be updated to be truly germane
    May 7, 2015. 11:57 AM | 2 Likes Like |Link to Comment
  • Apple's call: iPhone upgrades, Apple Watch, China, margins discussed [View news story]
    It's incredibly irresponsible when even the so-called financial media insinuates that Apple's lack of an instantaneous "pop" implies some kind of flaw in the company or the stock. It's a simple case of financial physics. Apple is a behemoth and it takes time for enough money to be gathered to accelerate the stock price upward. This is of course completely distinct from the ridiculous claim that Apple CANNOT move beyond a certain valuation. It can. Just takes time folks. But for us "retail investors" that is another point in APPL's favor. More time to catch it before take-off.
    Apr 27, 2015. 08:57 PM | 6 Likes Like |Link to Comment
  • Apple Watch Pre-Order Sellout: Have The Pundits Underestimated Apple Again? [View article]
    Because only the ELITE have experienced the ultra exclusive experience of a McDonald's drive thru???!!
    Apr 11, 2015. 08:07 AM | 1 Like Like |Link to Comment
  • Apple sets Watch prices; pre-orders start on April 10 [View news story]
    If you sell a company with a history of stellar performance and more financial resources than anyone knows what to do with it, because the first iteration of one product doesn't wow you well, thank you for the shares!
    Mar 9, 2015. 04:06 PM | 19 Likes Like |Link to Comment
  • Q4 Will Show Just How Stagnant Apple Earnings Really Are [View article]
    stumbled across months old browser tab today (2-21-15) Apple was supposed to languish in the nineties. Now it's 129. Do you ever look back on your predictions Michael?
    Feb 21, 2015. 12:38 PM | 3 Likes Like |Link to Comment
  • Apple: Pride Comes Before A Fall [View article]
    Michael, If you are going to base an argument for Apples demise on their arrogance, you're obligated to provide evidence of arrogance. You haven't. Success is not arrogance. If anything, since the departure of Steve Jobs Apple strikes me as LESS arrogant. They were previously unwilling to issue a divedend or buy back stock. They now doth both. They were unwilling to acquiesce to customer demands for different screen profiles. They've since launched the iPad mini and the 6 plus. They've largely ended litigation against Google and Android OEMs. They came to terms with China mobile. They allow Microsoft office on iOS. They are now patterning with IBM, a company that nearly drove them to bankruptcy decades ago. Apple is much more willing to work with others than it has been. So again, show us the pride that will cause this fall.


    All
    Feb 14, 2015. 12:05 PM | 5 Likes Like |Link to Comment
  • Microsoft's Management: Dazed And Confused Or Making The Right Moves? [View article]
    You're right any device whose pastiche of dancing colors CANNOT induce seizures or contribute to ADHD isn't working synergistically to improve my pharmaceutical investments.

    Taste the rainbow!
    Feb 5, 2015. 04:45 PM | Likes Like |Link to Comment
  • Microsoft's Management: Dazed And Confused Or Making The Right Moves? [View article]
    you might be able to say that Windows 8 was a learning experience, but necessary? I know so many people who were put off by it. Surely that wasn't necessary?
    Feb 5, 2015. 04:35 PM | Likes Like |Link to Comment
  • IDC 2014 Smartphone Data: Apple Catches Up On Samsung; The Chinese Aren't Too Far Behind [View article]
    just FYI: Apple is ALWAYS treated as if every competitor or even a suggestion of competition is an existential threat. Never mind that the competition existed BEFORE they had hundreds of millions of satisfied customers and a 178 billion dollar war chest. The logic used to analyze Apple is so topsy turvy. Somehow the more success Apple has, the more vulnerable it becomes. That would make sense if Apple were given a price premium for superlative performance, but it's not. It trades at a discount to its peers.


    Which is all to say, you can't very well claim that the threat of Chinese OEM's is an under appreciated threat. like all the prior threats, it is treated as absolutely lethal. Like Samsung, Microsoft, IBM before it this too shall pass.
    Feb 3, 2015. 05:07 PM | 13 Likes Like |Link to Comment
  • IDC 2014 Smartphone Data: Apple Catches Up On Samsung; The Chinese Aren't Too Far Behind [View article]
    Wow. As I skimmed this article I was gearing up to be regaled by MB's formulaic congratulatory comment. Nothing yet though. A blizzard must be hitting his homestead very hard at the moment.
    Feb 3, 2015. 04:57 PM | 6 Likes Like |Link to Comment
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