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podmeister

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  • The Most Absurd Apple Analysis Ever [View article]
    Thanks for the reality check. This wouldn't be the first time so-called research experts publish a contrived report, which is accepted at face value then spreads through the business community like a wildfire during a drought. One has to wonder what the motivation is. Syndication? Click bait? Higher client fees? Feel free to watch Jim Cramer's Guide to Market Manipulation for more info.

    To be sure, there are those whose ideology do not agree with Apple. Take Cook's angry rejection of worldview behind the NCPPR's advocacy at the shareholder's meeting. You just know this made some upset.

    It's an easy formula: Combine poor analysis with investor fears over the unknown (aka super secretive Apple) and share value is likely to suffer.
    Mar 19 03:40 PM | 2 Likes Like |Link to Comment
  • The Apple / ARM Disruption Of Intel Gains Momentum [View article]
    Cogent observations, thanks for the article!
    Feb 5 02:21 PM | 2 Likes Like |Link to Comment
  • iPhone 5c Failure? Baloney! [View article]
    If they’re doing this poorly at making iStuff playthings people don’t need while wandering in the wasteland, how lame is every other company on earth that has determination and purpose but can’t make any money on serious things people actually need?

    Foolishly, I think Apple’s business model is just fine. As a marketer, I also know that product perception can springboard customers to a higher end product. If Apple sold just one single 5c, it would be even more brilliant, a true marketing masterpiece, as that would mean they have been successful in cultivating perception and driving customers to the higher end, with higher margins. iStuff playthings people don’t need? Apple’s customers don’t see it that way.

    Truly, AAPL is the only stock I know where investors wring their hands and scream “you’re making record profits, now what are you going to do!?” The answer is simply: Make. More. Money.
    Feb 4 04:03 PM | 9 Likes Like |Link to Comment
  • The Reason Apple Matters [View article]
    Ha! Thanks for putting things in perspective, and giving me a new vocabulary word (adumbrated) to practice using. Can't wait to read more!
    Jan 29 02:14 PM | 2 Likes Like |Link to Comment
  • Apple's A8 -- What It Will Be And Why It Matters [View article]
    Very well put!
    Jan 10 06:18 PM | Likes Like |Link to Comment
  • The Metric That Favors Apple Over Google [View article]
    Thanks for the well written explanation of the analysis.
    Nov 20 02:52 PM | 3 Likes Like |Link to Comment
  • Apple Opens Up A Price War Between Microsoft And Intel [View article]
    Good article. You read my mind with iPad Air followup in the form of an iPad Pro line, similar to what we see in the Mac lineup. I mean the Macbook air is almost an iPad Pro right now. This fits right into Apple's playbook of building upon existing product offerings, with each incremental step strengthening the Apple ecosystem.

    A new iPad may not seem big when viewed as an individual development, but cumulatively, each one is an incremental step toward distancing themselves from the rest of the pack. This snowball effect is very tough to compete against.
    Oct 23 03:56 PM | 5 Likes Like |Link to Comment
  • Apple: Please Quit Your Whining [View article]
    Fantastic article, Bill. I like your bigger picture analysis that effectively puts all the chatter about AAPL in perspective.
    Sep 13 01:22 PM | Likes Like |Link to Comment
  • Great Expectations: The Apple Story [View article]
    Very entertaining read. Your writing style and explanations keep me engaged to the end, and your observations are clear and down to earth.

    Thanks for that!
    Sep 11 03:31 PM | 9 Likes Like |Link to Comment
  • Apple seeks Samsung ban in court, ITC cases [View news story]
    Why waste time replying to rants when you can check the facts and find out how Samsung was trying to extort Apple by demanding unreasonable fees for its FRAND patents. The dissent within the ITC paved the way for a White House veto.
    Aug 9 04:32 PM | Likes Like |Link to Comment
  • Ignore Apple Earnings [View article]
    No fair using calm, down to earth reasoning with AAPL!

    Give me my hysteria back!
    Jul 22 02:18 PM | 4 Likes Like |Link to Comment
  • Why Samsung's Market Share Gain Does Not Concern Me As An Apple Shareholder [View article]
    The value argument is key. But Apple is not "a little slow in getting things out." What most people fail to understand is that Apple releases product when the market is ready for it, and the company can profit from it. And this drives people crazy. The only time Apple gets in trouble is when they come out with a new product, and then can't make them fast enough to meet demand.

    What a fantastic problem to have!
    Jun 20 08:42 PM | 2 Likes Like |Link to Comment
  • iOS 7 (AAPL) comes with specs enabling game controllers to interact with iDevices, according to a developer doc seen by the WSJ. Though the doc says controllers "must not be required" for a game to work, it's still likely music to the ears of game developers (EA, ATVI, TTWO, GLUU), who have both been trying to profit from tremendous mobile gameplay growth, and struggling to get users to pay up-front (as opposed to downloading free-to-play titles). The report comes a month after Tim Cook said Apple will give developers more options to customize iOS, and days after IDC and App Annie predicted mobile game revenue will top $12B this year. Nvidia (NVDA) is trying to kick-start controller-based Android gaming via its Shield console[View news story]
    Yesterdays news - considering that with in-App purchases in IOS, the Pay-Up-Front-or-Don't-... model is obsolete. Developers may have short teaser intros or limited versions of full games with options to purchase extra features, options, levels, etc., right from within the app. This is already a boon for developers. Even more so when you consider how many zillions of people have credit cards linked to their iTunes account.

    Accessory game controllers will be icing on the cake for IOS game devs, as they try and garner market share from the sliding game console business. With IOS and an Apple TV, your game can be on your HDTV wirelessly when you want it.
    Jun 14 07:45 PM | 1 Like Like |Link to Comment
  • Chasing Smartphone Market Share Is A Chump's Game; Why Apple Will Win [View article]
    Excellent insights! Thanks for the fine writing and cogent explanations.
    May 12 02:13 PM | 1 Like Like |Link to Comment
  • You Better Duck - Apple's Unit Profits Are Falling [View article]
    Hmmm. Declining product margins. Who would have ever imagined that would happen in the tech industry. Certainly not PC manufacturers. I mean, AAPL only takes 70% of the smartphone and tablet profits. How can a company survive with numbers like that? They're being beaten by... oh wait, nobody.

    I guess Apple should be more like Samsung if it wants to prosper.

    Maybe start making refrigerators or washing machines? That should help calm investors.
    Apr 25 01:01 PM | 2 Likes Like |Link to Comment
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