dynazor's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/255153/comments http://seekingalpha.com/article/175166-apple-s-at-t-deal-setting-the-record-straight?source=feed#comment-775989 775989 Tue, 24 Nov 2009 18:15:58 -0500 http://seekingalpha.com/article/117819-ominous-drop-in-sales-bodes-ill-for-more-than-just-apple-barron-s?source=feed#comment-373117 373117
What it really boils down to is that financial WRITERS, can't, or don't, READ.

Even worse, they apparently don't don't go out and get into the trenches to accurately gauge what the TRUE consumer sentiment is. A few years back I made a lot of money in Harley-Davidson by going to many of their dealerships and talking to salesmen and customers, and just watching what was going on, before I bought the Harley stock. They had just released the new 96" engine coupled with the new (to touring bikes and Softails) 6-speed transmission. The new bikes were selling like hotcakes, but the reason I bought the stock was because people were trading in almost-new 88" 5 speed bikes because they just simply had to have the new model. They were getting reamed on the trade-in value, but that didn't stop them from leaving the dealer with a big smile on their face. I sold the Harley stock when its price dropped $5/share from the high 70's, having gained almost 40% on my investment in a few months.

I've spent a lot of time visiting Apple retail stores too. During the thick of the holiday shopping season when foot traffic and sales in the malls was just so-so, Apple stores were crowded and people were buying; the proof is in their recent quarterly report. I knew something good would be evident in their quarterly report when I saw a yuppie-looking couple, with their toddler sitting on the floor of the Apple store near one of those big balls they have lying around. The couple and a salesperson were smiling while observing the toddler's reaction (and interaction) with what appeared to be some kind of animated cartoony child's program or screen saver that was being displayed on what must have been a 24"LCD monitor (which the salesman placed on the floor so the child could see it). A few moments later the couple left the store with a new computer, monitor, and a host of other odds and ends, having received the toddler's apparent approval. I say apparent because I never heard the child speak, he just made sounds, and in fact I never saw him toddle either, so maybe he was just at the crawling age.


]]> Mon, 02 Feb 2009 08:52:01 -0500
What it really boils down to is that financial WRITERS, can't, or don't, READ.

Even worse, they apparently don't don't go out and get into the trenches to accurately gauge what the TRUE consumer sentiment is. A few years back I made a lot of money in Harley-Davidson by going to many of their dealerships and talking to salesmen and customers, and just watching what was going on, before I bought the Harley stock. They had just released the new 96" engine coupled with the new (to touring bikes and Softails) 6-speed transmission. The new bikes were selling like hotcakes, but the reason I bought the stock was because people were trading in almost-new 88" 5 speed bikes because they just simply had to have the new model. They were getting reamed on the trade-in value, but that didn't stop them from leaving the dealer with a big smile on their face. I sold the Harley stock when its price dropped $5/share from the high 70's, having gained almost 40% on my investment in a few months.

I've spent a lot of time visiting Apple retail stores too. During the thick of the holiday shopping season when foot traffic and sales in the malls was just so-so, Apple stores were crowded and people were buying; the proof is in their recent quarterly report. I knew something good would be evident in their quarterly report when I saw a yuppie-looking couple, with their toddler sitting on the floor of the Apple store near one of those big balls they have lying around. The couple and a salesperson were smiling while observing the toddler's reaction (and interaction) with what appeared to be some kind of animated cartoony child's program or screen saver that was being displayed on what must have been a 24"LCD monitor (which the salesman placed on the floor so the child could see it). A few moments later the couple left the store with a new computer, monitor, and a host of other odds and ends, having received the toddler's apparent approval. I say apparent because I never heard the child speak, he just made sounds, and in fact I never saw him toddle either, so maybe he was just at the crawling age.


]]> http://seekingalpha.com/article/105533-chinese-paper-reports-reduced-apple-notebook-orders?source=feed#comment-303814 303814 Wed, 12 Nov 2008 08:09:49 -0500 http://seekingalpha.com/article/105533-chinese-paper-reports-reduced-apple-notebook-orders?source=feed#comment-303806 303806 Wed, 12 Nov 2008 07:59:40 -0500 http://seekingalpha.com/article/100267-can-zune-compete-with-ipod?source=feed#comment-283999 283999 Thu, 16 Oct 2008 16:35:04 -0400 http://seekingalpha.com/article/93699-five-reasons-steve-ballmer-thinks-apple-s-a-buy?source=feed#comment-244759 244759 Wed, 03 Sep 2008 14:45:17 -0400