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davesmall

davesmall
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  • How Has Herbalife Kept The Game Going For So Long? [View article]
    I don't understand how the regulators could be so clueless. If there was ever an obvious scam, Herbalife is it.

    To those arguing against Ackman and claiming Herbalife is a legit business: "Wanna buy a bridge?"
    Jul 27 11:27 AM | 4 Likes Like |Link to Comment
  • Apple's Q3 Bonanza: The Real Story May Be Not Quite So Bullish [View article]
    It's about the ecosystem David, much moreso than the device. The term 'smartphone' is really a misnomer. A better terminology would be 'control system for your life.'

    It is about integration of many functions that can be controlled by a single device. Just look at all the amazing things we can do now with an iPhone and iPad and then add to that CarPlay, home automation, health and exercise monitoring, etc. People are going to become progressively more dependent, not less. What's more important is that switching from one ecosystem to another will become progressively more painful. Google and Apple will both lock in huge numbers of customers worldwide. Just the upgrade business from repeat customers alone will be an enormous business for Apple. For Google, not so much because they just give away software and don't have the hardware business that Apple has.

    Consider the fact that iTunes, including the App Store, is almost as big a business as Macintosh and iPads now, and growing very rapidly. Consider also that Apple's iPad business alone is now bigger than MacDonalds or Time Warner. Lastly, consider the fact that Apple has enough free cash flow to equal its current market cap in seven years. No big company has ever done that. Apple is a cash machine.
    Jul 25 12:41 PM | 8 Likes Like |Link to Comment
  • Apple's Q3 Bonanza: The Real Story May Be Not Quite So Bullish [View article]
    I needed a good laugh. Blair is so predictable.

    This article reminds me of articles written several years ago predicting that Apple's days of selling Macintosh computers with high prices and high margins were coming to an end because of ever lower priced products from competitors and increasing numbers of competitive products.

    What he fails to understand, or admit, is that Apple's customers want those prices to stay high so that Apple will be able to keep the quality level at the very top of the heap. Apple's customers don't ever ask, "Which Brand?", when preparing to upgrade. The simply ask, "Which Model?".
    Jul 25 11:22 AM | 12 Likes Like |Link to Comment
  • The Ecosystems Play Is Expanding, Which Is Bullish For Apple [View article]
    When Apple users go to upgrade or buy a new device, they don't ask "which brand?", they ask "which model?"

    The ecosystem is much stickier for users who are fully immersed. For instance, an Apple user who owns a Mac(s), iPad(s), iPhone(s), and AppleTV(s) and has iCloud fully activated (e.g.: uses Apple services like AirPlay, Mail, and Apps like Numbers and Pages along with photo sharing) will be considerably more locked in than a user with a mixture of equipment from various manufacturers and services from multiple ecosystems.

    Some non-technical users don't see the benefits because they don't get things set up to use many of the features. Some of these users stumble into using cloud services from multiple vendors and then get confused because they've complicated their lives, and unlike geeks, they don't like complexity.
    Feb 18 09:56 AM | 7 Likes Like |Link to Comment
  • Quantifying Apple's Strategic Errors [View article]
    Mr Blair - For full disclosure please let us know what brand of computer(s) you own, which generation/model; which smart phone you carry; and which tablet(s) you own if any.

    It is my belief that authors who knock Apple don't generally use Apple's products, and are thus ill informed. Just like to confirm that in your case.
    Feb 13 12:47 PM | 2 Likes Like |Link to Comment
  • Apple: This Is Ridiculous [View article]
    iTunes alone is bigger than a couple of Fortune 500 companies combined.

    Macintosh computers used to be Apple's only business and that business has continued to grow steadily.

    iPads are revolutionizing education and outselling PCs.
    Feb 13 12:15 PM | 20 Likes Like |Link to Comment
  • Apple: Don't Panic [View article]
    I mostly agree with the author, especially his comments about stock buy backs.

    Where I disagree with him is on his view that the iPad has topped out. The iPad is making huge inroads in education and specialized business usage. As more and more businesses put iPads in the hands of their workers, those people are going to want one for home use.
    Jan 30 12:12 PM | 7 Likes Like |Link to Comment
  • Apple's Declining Advantage Is Undeniable [View article]
    Most Apple Bears are guys with a Windows PC on their desk, an Android in their pocket, and a strong desire to justify those bad purchase decisions.
    Jan 24 08:12 PM | 11 Likes Like |Link to Comment
  • Apple's Declining Advantage Is Undeniable [View article]
    This isn't a game where there has to be only one winner.

    The iPhone was only introduced five or six years ago. The iPad just a couple years ago. As Steve Jobs would have said, these products have changed our world.

    Though there are losers here, they are not Apple, Google, or Samsung.

    The Internet used to be connected only to our computers. More and more, the internet is now connected to people who own more than one device including one or two mobile devices. The use of the word 'phone' to describe these devices is really a misnomer.

    Over the next five to ten years, the internet will connect to our houses, automobiles, airplanes, and almost everything that contains a microchip. Smartphones and tablets will be the control centers for most all of this. Apple, Google, and Samsung are all positioned to gain immensely from this trend.
    Jan 24 10:11 AM | 8 Likes Like |Link to Comment
  • Apps Won't Save Apple [View article]
    Exactly correct. Once you're comfortable in the Apple ecosystem, you're unlikely to pull the plug and introduce the complexities of a foreign device.

    When it comes time to replace one of your current Apple devices, you ask 'which model?' not 'which brand?'
    Dec 28 02:43 PM | 8 Likes Like |Link to Comment
  • Qualcomm May Follow Apple South As iPhone Volumes Decline In 2014 And Beyond [View article]
    I'm curious Michael. Do you own and use Apple gear (computer, iPhone, iPad)?

    Or are you a Windows PC user and a Samsung Galaxy owner.

    I'd really like to know.
    Dec 7 08:01 PM | Likes Like |Link to Comment
  • Qualcomm May Follow Apple South As iPhone Volumes Decline In 2014 And Beyond [View article]
    Agreed. If you own Apple puts right now you ought to be on suicide watch.
    Dec 7 07:39 PM | 1 Like Like |Link to Comment
  • Qualcomm May Follow Apple South As iPhone Volumes Decline In 2014 And Beyond [View article]
    It isn't only about gear Michael, it is also about ecosystem and customer loyalty. Apple has a clear edge in both of those.
    Dec 7 07:37 PM | 3 Likes Like |Link to Comment
  • Insiders Are Selling Apple [View article]
    So Dan Riccio gets promoted and now he has a couple million $$ worth of stock.

    So he sells off half his stock which gives him $1 Million in cash before taxes.

    Do you know how much a nice house costs in Silicon Valley?
    Nov 8 08:37 PM | 4 Likes Like |Link to Comment
  • Apple Does Something Amazing [View article]
    Ashraf - You have made the complex understandable. Great article.

    I suggest your next article be to explain women.
    Oct 21 12:46 PM | 7 Likes Like |Link to Comment
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