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  • Apple: Don't Panic [View article]
    it takes a great deal of courage to offer up your own ignorance as proof of someone else's.
    Jan 30 11:04 PM | Likes Like |Link to Comment
  • Apple Expected To Beat And Raise With iPhone ASPs A Likely Catalyst [View article]
    And those will only come because they heard a rumor that you could trade in your iPhone for GSiV's at the wake.
    Jan 27 11:55 AM | Likes Like |Link to Comment
  • Apple Earnings Preview: 15% Forward EPS/Revenue Growth Probably As Good As It Gets [View article]
    why is the Wall Street is so obsessed with percentages and not dollar amounts?
    in the same vein why are they supposed so focused on the percentage of customers and not the total number of customers or users?

    no one thinks America is in a tailspin just because it only has 3-4% of the global population

    15% growth on a $54 effort billion last year amounts to an extra $8.1 billion
    Jan 24 12:10 PM | 11 Likes Like |Link to Comment
  • Apple's Declining Advantage Is Undeniable [View article]
    The logic deployed by so-called financial analysts makes me despair for all of our financial future sometimes. You just said that Samsung being hurt by Apple proves that Apple is hurt by Samsung.

    to be fair, yes it does demonstrate the rather tautological proposition that competition hurts competitors. I don't think anyone doubts that. But you cannot claim your point is proven when Samsung is on the losing end for this round. Because after all your point was the Apple is hurt by competition right now.

    On the bright side, if you can find a gullible bookie you don't need to mess around with stocks at all. Just bet on something and no matter who wins claim the fact that there was a game at all proves that you won your bet :-)
    Jan 24 11:21 AM | 2 Likes Like |Link to Comment
  • Why Apple's China Mobile Launch Was A Flop [View article]
    do you think that its more reasonable to assume that Apple sold six millions iphones during the christmas quarter after selling in the tens of millions for years or that verizons slice of the iPhone pie shrank?
    Jan 23 05:25 PM | Likes Like |Link to Comment
  • No, Apple Hasn't Screwed Up [View article]
    Michael, it's clear to me at least that Apple aspires to the "best" end user experience. Making technology friendly has always been a mainstay of their efforts. Look at the colored iMacs, does putting a computer in a colorful case make it better? Perhaps not from a purely technical point of view, but if that design catches on, pretty soon less people are intimidated by computers. most people will use and benefit from computers more in their lives. all of a sudden technology has become more powerful simply because it has become more useful.

    which is more powerful the super computer that half a dozen people on the planet can decipher? or the simple mobile device that attracts hundreds of millions of users?

    lest you think this argument is merely philosophical, I would invite you to do some research on all of the crowd sourced science that's being done and utilized for pretty amazing projects.
    Jan 21 01:13 PM | 1 Like Like |Link to Comment
  • Apple lower amid report of muted China Mobile demand, price concerns [View news story]
    AND if anywhere in the country will have a muted response, I imagine it would be Beijing since Apple products debut/ there first and are seen most often. Beijing it stands to reason would also have a bigger fraction of the pre orders. The deeper problem here is one of mathematical illiteracy. you could think of the Apple ecosystem as a large growing organism with hundreds of millions of parts. The point is the things that big don't die off or even start to decay overnight. assuming that Apple is over because of one bad photo op is just as rational as the Aztecs who thought they had to make the sun come up every day
    Jan 17 02:23 PM | 1 Like Like |Link to Comment
  • Apple iPhone goes on sales at China Mobile [View news story]
    More distribution points matter. If this argument were sound, then investors ought to be furious with every chain store ever. Why open more than one location? Customers who want to shop at Walmart can all go to Arkansas. They have cars. Once they walk to Detroit to buy them of course.
    Jan 17 10:53 AM | Likes Like |Link to Comment
  • Apple, Cirrus Logic rally after iPhone/iPad supplier reports strong sales [View news story]
    the guidance is the biggest puzzle to me.. I like running through the numbers that way. It brings much needed clarity to the proceedings. But if those numbers are correct, and they seem eminently reasonable, why the low guidance in an era of supposedly accurate guidance?

    Why go through the trouble of revising guidance last quarter, when only a slight beat was in the cards? Is it all because of the buy back?
    Jan 13 05:22 PM | Likes Like |Link to Comment
  • Apple, Cirrus Logic rally after iPhone/iPad supplier reports strong sales [View news story]
    So does anyone know what exactly they supply and who their other customers are? Let's see if we get some more rigorous data out of this!
    Jan 13 02:53 PM | Likes Like |Link to Comment
  • Apple's Last Chance To Dominate The High End [View article]
    while I understand the concern, just putting a product (a product which is very useful in education by the way) into the hands of students is hardly Orwellian marketing.Could having an ipad and getting used to and enjoying it lead to more Apple purchase?, Sure.. But having good food at a restaraunt tends to make me want to eat there again, I'm not supsicious of the chef for "scheming" to bring me a good meal.
    Jan 6 03:56 PM | 3 Likes Like |Link to Comment
  • Smartphone Subsidies May End; Apple Might Suffer Withdrawal Symptoms [View article]
    Exactly. It's pay me now or pay me later. And the carriers well they invented the subsidized model in order to promote sales of smartphones. It's not as if Apple forced them into it.

    And this is all bluster. If any one of them stops subsidizing they will lose out to the others. If they all do it simultaneously, the customer backlash is likely to be against THEM and not the phone manufacturers. The carrier is who the vast majority of customers pay. It will seem as if the carrier decided to charge the customer hundreds of dollars more for their favorite devices. The carriers do not want that backlash. Also, i don't even now how deep and enduring the sticker shock would be. After all the unsubsidized phone would come with cheaper data plans. I think most customers do the math and realize that in the system as it stands today they truly are paying for their phones several times over.
    Dec 19 10:51 AM | Likes Like |Link to Comment
  • Apple roundup: Mac sales, iAd, projector-based PC, Dialog Semi [View news story]
    very true. I love the addict analogy
    Dec 18 10:17 PM | Likes Like |Link to Comment
  • Apple roundup: Mac sales, iAd, projector-based PC, Dialog Semi [View news story]
    why not just leave it alone and blow it away?
    Dec 17 08:15 PM | 1 Like Like |Link to Comment
  • Are Seeking Alpha Authors Biased When It Comes To Apple? [View article]
    you could run the same analysis and simply call them bullish or bearish. It is only signifcant if there is a price correlation.

    I agree bias is a loaded word that people throw around too flippantly. Bias implies deliberate ignoring or downplaying relevant facts. Very different from just having an opinion.
    Dec 13 03:17 PM | 1 Like Like |Link to Comment