Seeking Alpha

Roger Knights

Roger Knights
Send Message
View Roger Knights' Comments BY TICKER:
  • Apple Opens Up A Price War Between Microsoft And Intel [View article]
    Apple ought to go further next time and include a voucher worth $400 (say) for 80% discounts on software from participating independent software vendors. (Those ISVs already participate in discounts of that scale and beyond in annual package bargains of $400 of software for $50 or so. They want to capture the revenue from upgrades those buyers will provide in the future.)

    The cost to Apple would not be much, and it would level the all-in-cost playing field pricewise with Windows PCs, which would goose Mac sales tremendously.
    Oct 23, 2013. 04:57 PM | Likes Like |Link to Comment
  • Apple's Huge Ecosystem Blunder [View article]
    "Apple is committing a colossal error, relegating its company to serve a relatively small global niche. Apple made a similar mistake in the 1980s and 1990s, . . . ."

    And in the 2000s, during the Vista years, when Apple could have gained massive market share by pricing its Macs lower, as many were calling on it to do. In the long run, that would have benefited the company more.
    Sep 13, 2013. 10:30 AM | 1 Like Like |Link to Comment
  • Will Smartwatch Early Bird Samsung Steal Apple's Worm? [View article]
    I've read that the iWatch will have a "body" that wraps partly around the wrist. That could be where more battery power could be stored.
    Sep 3, 2013. 04:41 PM | 1 Like Like |Link to Comment
  • Apple Is Being Psychologically Crushed By Samsung [View article]
    "Since Tim Cook took the reins, though, we have not seen a single stand-out ad from Apple. The last few ads, albeit cute, are not certainly what you'd call daring: they focus merely on the products, hoping that they speak for themselves, without even mentioning the people who use them."
    ---------

    Here are some print ads Apple should consider:

    A. Visual: a realistic apple, with a bite.



    B. Caption: “Delicious”

    C. Text (Optional): Testimonials from users, preferably above-the-battle tech celebrities like Bill Joy, raving about their Macs. (One of these testimonials might state, “My Mac Just Works. My PC just labored.”)

    2. Once You Bite, You’re Bitten

    A. Visual: a realistic apple, with a bite.



    B. Caption: “Once You Bite, You’re Bitten”

    C. Text (Optional): Testimonials from users, preferably above-the-battle tech celebrities like Bill Joy, raving about their Macs.
    Jun 6, 2013. 02:36 AM | Likes Like |Link to Comment
  • Apple Says Wearable Tech Is Next Big Trend, But It Could Be Early For That [View article]
    "The iWatch runs into the same problem as Google glass. Where is the battery for any functionality that could compare with a smart phone?"

    Maybe the word "watch" is misleading (perhaps deliberately so). Maybe what's in the works has room for a big battery (and a good-sized screen) because it's more of a "cuff." That is, maybe it's two or three inches wide.
    May 31, 2013. 12:35 AM | 1 Like Like |Link to Comment
  • Still Bullish On Apple - But For How Long? [View article]
    "I want a device that sits in the living room and uses voice commands"

    What I read is that Apple is working on a gesture-based interface.
    May 30, 2013. 11:00 PM | Likes Like |Link to Comment
  • 3 Apple 'Long Shots' That Could Happen [View article]
    Intel's forthcoming low-power chips could be used in an iPad. That would mean the Mac OS X could be ported to it (it's mostly a superset of iOS), provided a touch-screen interface were added. The extra features and slickness of OS X would give the iPad an edge over Android tablets.
    May 14, 2013. 12:47 PM | Likes Like |Link to Comment
  • Chasing Smartphone Market Share Is A Chump's Game; Why Apple Will Win [View article]
    Here's a possible ace in the hole for Apple. If Intel's new Haswell chip has the power to run the Mac's powerful OS X on an iPad (or iPhone?), Apple could include it in a future version of those products, leapfrogging Android tablets (and phones?).

    iOS is a subset of OS X, so OS X should be upwardly compatible with it.
    May 13, 2013. 12:07 AM | Likes Like |Link to Comment
  • A Sane Response To Some Of Apple's Insane Criticisms [View article]
    "IOS is outdated and passe"

    If Intel's new processor can handle it, Apple might move its Mac OS X operating system to its "i" products a year or so from now. That would leapfrog Android.
    May 11, 2013. 02:55 AM | Likes Like |Link to Comment
  • Apple: Time To Unleash A Massive Buyback Program [View article]
    "I am reminded of what the market looked like for software ten years ago. Oracle was the company sitting in that catbird seat and slowly acquired the nucleus of companies that enabled it to have a solution for nearly every business need. IBM has followed a similar path for business computing and services.

    "I'm not suggesting Apple is not a big dog, merely that it needs to become a bigger, unassailable dog in the consumer space. Who makes the best, most tech-wow stereo gear? Buy them and rebrand them. Sales, given the Apple name and cache should increase accordingly. Do Apple users share photos? Is there a gee-whiz camera company out there... and so forth.

    "Keeping with the company core value of cool tech, Apple in 10 years could have that kind of reach across consumer electronics and still have a wary eye out for the next big thing.
    ................
    "Apple innovates and, following this period of amazing expansion, needs to build the brand, not shrink the shares."
    ---------------------

    I think Apple should do some stock buyback and some acquisitions. But I think the best acquisitions would be software companies. There are dozens of small companies that make helpful utilities and other Mac programs that could be acquired for relative peanuts. (Or whose products could be bought, instead of the whole company.)

    If Apple were to bundle these with its Macs (and do the same perhaps with its iPhone), it could accurately claim that buyers were getting a thousand dollars worth of free software with their hardware purchase. This would double their hardware sales, because there would be no more "Apple tax," which is what keeps price-sensitive new buyers away from Macs & iPhones.

    The time Apple should have done a massive stock buyback was in late 2008 and early 2009, with the stock under $100. (But Jobs probably thought, "Why should I give MY company's money to those leeches?")
    Apr 18, 2013. 10:55 AM | 1 Like Like |Link to Comment
  • Apple's Story: Only The Beginning? [View article]
    "One of Apple's strengths I am extremely pleased about in terms of Apple's strategy is their ability to successfully globalize."

    It has NOT done so in terms of marketing its Mac. It had an opportunity to do so five years ago. It could have offered BRIC governments Macs for their school systems and gov't. offices at 50% off (say) in exchange for a big buy and a long-term commitment to Macs. That would have set off a trend for consumers to follow along. Now they're all too locked in to the Windows ecosystem for Apple to swing the whole country in its direction with such a deal.

    Probably Steve Jobs couldn't stand the idea of devaluing his gizmo. High margins proved to him that the Mac was the quality leader and aspirational product. Microsoft was the quantity leader; Apple was the quality leader. That made him feel good about losing the quantity battle (I suspect).

    My suspicion is strengthened by Apple's failure to lower Mac prices during MSFT's weak VISTA period, when millions of price-sensitive waverers could have been enticed into the Mac corral. Their future upgrades would have compensated for the lower margins, so it would have paid off on the bottom line. (Similarly, a stock repurchase when the stock was under $100 in 2008/2009 would have benefitted the bottom line down the road.) But that wasn't what Jobs had his eye on.
    Apr 12, 2013. 10:31 AM | 3 Likes Like |Link to Comment
  • Apple Has Become The Most Underrated Stock [View article]
    "Managements hands are tied by the legacy of Jobs."

    Another legacy-of-Jobs mistake was their failure to come out with an iPad mini a year earlier.
    Apr 10, 2013. 08:49 AM | Likes Like |Link to Comment
  • Apple Has Become The Most Underrated Stock [View article]
    The lack of concern for investors was even more apparent in 2008, when the price was under $100, after a worse fall, percentage-wise.
    Apr 10, 2013. 08:40 AM | Likes Like |Link to Comment
  • Apple Can Save Its Shareholders - But Will It? [View article]
    Apple made a far worse blunder by not buying back shares under $100 at the end of 2008. Its EPS & share price now would be much higher if it had. That was another of Jobs's blunders.
    Apr 7, 2013. 04:36 AM | 3 Likes Like |Link to Comment
  • Shouldn't Apple Be Looking At Improving Global Sales Figures? [View article]
    PS: There is a win/win strategy Apple could adopt that would lower the effective price of its products to consumers abroad while costing Apple only a fraction of that benefit: Give buyers a coupon with which to acquire selected "apps" at a 90% (say) discount.

    This would be a good deal for the app-makers who agreed to participate, as they could become #1 in their markets and then sell upgrades or maintenance to their large customer base. They would also get a 10% (say) payment from Apple.
    Dec 11, 2012. 05:26 PM | Likes Like |Link to Comment
More on AAPL by Roger Knights
COMMENTS STATS
4,670 Comments
9,105 Likes