Seeking Alpha

podmeister

podmeister
Send Message
View as an RSS Feed
View podmeister's Comments BY TICKER:
Latest  |  Highest rated
  • Apple Pay will contribute little to profit, Nomura analyst says [View news story]
    Capital One just emailed me stating they they will support Apple Pay when it's rolled out in October. I bet I'll receive notices from my other credit cards too, just in time for the holidays. I think Apple's way of implementing this payment system will be a game changer.
    Sep 12 11:24 PM | 1 Like Like |Link to Comment
  • The Impact Of The Apple Watch On Apple's Share Price [View article]
    Nice analysis, thanks! The important thing to note here is that this product will increase shareholder value. Now we just get to speculate by how much. I can think of worse stock to be in!
    Sep 12 05:00 PM | 4 Likes Like |Link to Comment
  • Apple: Previewing Fiscal 2015 [View article]
    Nice write-up Bill, I appreciate your conservative no-nonsense approach.
    Aug 26 12:39 PM | Likes Like |Link to Comment
  • Apple's iPad Problem Is Lenovo's Wintel Tablet [View article]
    Mark, if you’re saying that pressure from Apple’s competitors in the tablet space may be causing a decline in the rate of iPad sales, it’s a bit of a reach. Competitive pressure has failed to reach a threshold that can be directly attributed to any significant impact in Apple’s tablet business. And they’ve been going at it for years.

    Intel is playing catch-up in the mobile space and they know it. Any time a business has to lose money on a product it’s a desperate move. Intel’s manufacturing prowess is second to none, but Intel is only a vendor, and doesn’t control the whole product integration like Apple does. Either does Lenovo.

    There are other market forces at work here, and I would say that whatever Apple itself does in the tablet space has more impact on Apple than any of it’s competitors. They’re in the driver’s seat. There is no differentiating product out there that has mindshare like the iPad, and when price is your biggest selling point, you've got nothing left. We saw this in the PC business as well. This is why Apple will never compete in the low end marketplace.
    Aug 22 01:29 PM | 4 Likes Like |Link to Comment
  • Apple's CDN Now Live: Has Paid Deals With ISPs, Massive Capacity In Place [View article]
    Nice write-up on the behind the scenes work Apple is putting into their CDN infrastructure. Sometimes investors can get a little myopic in thinking the Apple is all about making shiny little devices, and we don't often think about the huge investments in delivering content to those devices. Apple must be planning to heavily rely on that capacity in the near future, and it will be interesting to see how it plays out.
    Jul 31 07:19 PM | 2 Likes Like |Link to Comment
  • Apple: What Now? Beats Me! [View article]
    Nicely written. I cant help but get the feeling that an epic story is being laid out before us complete with heroes, villains, allies and unforeseen bumps in the road. The Beats aquisition alone added a whole new cast of characters. It will be interesting to see where it all takes us. Macs, iPads and iPhones seem to be heading toward greater convergence as the ecosystem matures, and it appears to me that the whole concept of the computer seems to be melting away as we head toward some sort of interactive system that serves as an invisible layer between the user and the desired task at hand. The impact of the transactional chain as described by Kontra above is a good example.
    
    All of this makes for an interesting time for the Apple investor nonetheless.
    Jun 5 01:11 PM | 3 Likes Like |Link to Comment
  • Apple + Beats: Cutting Through The Hype And Negativity [View article]
    Thanks for the article, an insightful and cogent perspective. I enjoy reading SA articles when written so well, and this acquisition has so many angles that it's nice to have the main points laid out so clearly.
    May 11 12:28 PM | 2 Likes Like |Link to Comment
  • 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
COMMENTS STATS
58 Comments
127 Likes