Seeking Alpha

David at Imperial Beach

David at Imperial Beach
Send Message
View David at Imperial Beach's Comments BY TICKER:
  • After The Split, Is Apple Ready To Become A Dow Stock? [View article]
    The Dow is obsolete.
    Apr 24 10:51 AM | Likes Like |Link to Comment
  • The Real Premium Smartphones Are Not iPhones [View article]
    On the contrary, pointing out that the iPhone is not even close to the top of the luxury smartphone heap is probably news to the majority of us who don't get to St. Moritz that often (if ever).
    Apr 23 12:06 PM | 2 Likes Like |Link to Comment
  • Apple Faces A Problem And Increasing Prices Will Make It Worse [View article]
    It's certainly no more splintered than Unix/Linux. Your company will find itself one of the 3% writing code only for the 15%. Good luck with that.
    Apr 14 11:32 PM | 1 Like Like |Link to Comment
  • Apple Faces A Problem And Increasing Prices Will Make It Worse [View article]
    Android is sponsored by Google, a California company as well. And they both look overseas for their hardware manufacturing. Apple customers have never cared about internals gobbledygook like "A8 processor @ 20 nm", either. It's all about look and feel, which is why Apple is resorting to patent warfare to prevent the competition from having "their" look and feel. But note that the more obvious a user interface idea is, the less patentable it is. Apple is more likely to have its patents invalidated than to win a big injunction.
    Apr 14 11:26 PM | 5 Likes Like |Link to Comment
  • Apple's Dividend At $20 In 5 Years? Not Gonna Happen [View article]
    A large cash hoard (not horde) doesn't really do investors any good until it's spent; either on dividends, a share buyback, acquisitions, research and development or capital outlays. It is tempting for corporate raiders to swoop in, buy up a bunch of shares, and then extort the cash hoard out of management in a payoff one way or another.

    Apple management is properly to be castigated for allowing such a cash hoard to accumulate until Carl Icahn forced them to at least look at the issue. For whatever reason he backed off instead of taking the pound of flesh he deserved. Next time they might not be so lucky.

    Apple really needs to make acquisitions so that it can own its own production capacity. They also need to increase their R&D spending. They could easily spend double what they currently do. Both Microsoft and Google do. Buybacks and dividends are the way a value stock should return cash to shareholders. Apple has been acting like a value company, not a growth company.
    Mar 31 12:44 PM | 1 Like Like |Link to Comment
  • Apple's Dividend At $20 In 5 Years? Not Gonna Happen [View article]
    Finicky reader, aren't you?
    Mar 31 12:35 PM | 2 Likes Like |Link to Comment
  • Apple's Dividend At $20 In 5 Years? Not Gonna Happen [View article]
    You may have been premature with the Russian shares. There isn't actually blood in the streets yet, and there yet could be. More to the point, this particular chess match is still very much in play, and the only thing that's been sacrificed so far is a pawn on a central square named Crimea.
    Mar 31 12:33 PM | Likes Like |Link to Comment
  • Apple's Dividend At $20 In 5 Years? Not Gonna Happen [View article]
    The link you give is only accessible by contributors. Thus, asking a non-contributor to read it is asking the impossible.
    Mar 31 12:24 PM | 1 Like Like |Link to Comment
  • Microsoft Just Killed Itself, Apple Wins Again [View article]
    Bing is hardly the killer app that you think it is. And no, search engines do not necessarily learn better the more that they are used. They must be programmed to learn what's relevant, and there's more than one way of doing that. Furthermore, the more a search engine gets used the more likely it is to become the target of SEO attacks from people that want to move their pages higher in the results. Google does want its search engine to be used in favor of Bing, but it's because they want you to see their ads, not that they think Bing is going to out-learn them.

    Android is a much better contender for a replacement OS than ChromeOS. Android has allowed Google to dominate the low-cost mobile device market instead of Windows. Eventually, economics will give it a major advantage over Apple's iOS as well. Windows Phone has no chance at all of overtaking iPhone.
    Mar 22 02:51 PM | Likes Like |Link to Comment
  • Apple: $635 Price Target Feels Right [View article]
    Or not. If iTV and iWatch again fail to materialize or are disappointments when announced, there will be a further fall in (AAPL) price, not a rise.
    Mar 12 10:06 AM | 2 Likes Like |Link to Comment
  • Apple Can't Replace Steve Jobs - But It Must Try [View article]
    So OK. Apple isn't a consumer device company any more, it's an "ecosystem" company where consumers can check in but they can't check out. Isn't it convenient that the company is based in Hotel California?

    Apple just isn't growing very fast based upon only its ecosystem and the high priced entry point devices that it has put out into the market so far. They need to drastically revise their strategy if it is to be centered around their ecosystem. They need to be giving away entry level devices at cost so that people can climb into the Apple womb. And they need to start profiting more from their ecosystem. Sell more apps. Sell more games. Sell more music. Sell more entertainment. Sell more news. Sell more sports. Sell maps, sell directions. Sell, sell, sell!

    I'm not sure that's really sustainable in the end, but that's what it would really mean if Apple were truly an ecosystem company.
    Mar 12 09:28 AM | 3 Likes Like |Link to Comment
  • Sifting The Apple Rumors: iPhone 6 [View article]
    16x9 makes sense for watching movies. That's the same aspect ratio as movie screens and new laptop screens. You wouldn't want it any longer than that though.

    With bigger screens you might like to have a flexible display so when you put the device in your pocket it will conform to your body instead of making a big flat bulge in your pocket. The article didn't say anything about this rumor. Maybe in iPhone 7?
    Mar 7 11:38 PM | 2 Likes Like |Link to Comment
  • Actually, Apple Should Buy Nintendo [View article]
    Apple is good at re-imagining systems to give them a slicker user interface. They could give Nintendo games a new life for another generation of users if they reworked them for touch screen devices. Instead of a joystick, for example, you could have the software detect your thumb rolling or sliding right and left, up and down on an area of the touchscreen.
    Mar 7 10:44 PM | Likes Like |Link to Comment
  • Apple Struggles In China, But New Product Could Bring Added Growth Domestically [View article]
    "Samsung is capturing their share with extensive marketing, payola, and paying students to trash other manufacturer's products." Huh? Payola? Paying students to trash other manufacturer's products? Wild accusations of which there is not a hair of evidence.

    I agree with the author. Samsung has a sustainable strategy in place, Apple does not. Apple must learn to compete at the low end or eventually it won't be able to compete at all. They should have learned their lesson when they almost went out of business trying to survive as a niche player in the PC market. But they didn't. Steve Jobs came back and re-invented the company and gave them a new life in mobile, and now they've learned the wrong lesson. You really can't keep re-inventing yourself, as Tim Cook is discovering, as Steve Ballmer discovered at Microsoft, as Intel is discovering, as IBM discovered.

    CarPlay isn't so much innovation as it is a defensive move to counter Google's Android-based solution for automotive infotainment connectivity. It may help to polish Apple's image, and also that of the high-end auto companies that announced that they were buying into CarPlay, but most consumers are probably going to find that it's an expensive option with little utility over a simple bluetooth connection and they won't buy it. These same car companies are also going to have to offer Android users a similar option (after all, there are more Android phones than iOS phones), so there's not as much upside for Apple here as one might think.
    Mar 7 03:42 PM | 1 Like Like |Link to Comment
  • CarPlay Has The Potential To Bring Long-Term Value To Apple [View article]
    I'm pretty sure CarPlay is going to be an extra cost option that you're going to pay through the nose for just like any deluxe infotainment system. It's not going to be standard equipment, and car makers certainly aren't going to start giving expensive iPhones away with new car purchases.
    Mar 6 04:43 PM | Likes Like |Link to Comment
More on AAPL by David at Imperial Beach