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Jon T

Jon T
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  • Apple: A Low-Risk Bet On $130B Of Earnings Within 10 Years [View article]
    Returning to SA after a few years I recognise "richbar" - still doing his best to minimise any positive thoughts on AAPL.

    I note that his previous comment was this: "This is perhaps the best article I have yet read about Apple."

    And what does one suppose the headline of that article was?

    "Apple: The Party Is Over; Initiating With A Bearish View"

    I simply don't think it is worth anyone's effort to alter a mindset so entrenched as richbar's. How many times does one have to be proved wrong I wonder.
    Jul 19 07:47 AM | 11 Likes Like |Link to Comment
  • Apple: A Low-Risk Bet On $130B Of Earnings Within 10 Years [View article]
    I follow about one in a hundred links to SA. But I'm pleased I followed the link to this - excellent - analysis.

    Many thanks to the author.
    Jul 19 07:28 AM | 1 Like Like |Link to Comment
  • The Coming Market Impact Of Apple's 64-Bit A7 [View article]

    Blimey O'Riley I'll eat my hat..!

    A few more sensible and fascinating articles like this and I might be tempted to come back to SA as a regular reading source.

    Hat's off to the author. And those commenting too.
    Oct 3 05:06 AM | Likes Like |Link to Comment
  • Apple - It's All About Earnings [View article]
    In answer to 1, 2, and 3 from "vperez": nonsense.

    1. Apple does not pander to anyone and lets its products and results do the talking. Anything wrong with that?

    2. Apple never has and never will articulate strategy.

    3. If you believe that for a moment, then there is no hope for you ever 'getting' Apple. Or anything that represents 'quality'. Simple as that.
    Apr 2 11:57 AM | Likes Like |Link to Comment
  • Did BlackBerry Sell 9 Million Too Few Z10 Smart Phones? [View article]
    I think the Z10 is going to struggle judging from my own experiences with it.

    But good luck to all you stalwart BBRY bulls, likely you are going to need it.
    Mar 30 07:55 AM | 2 Likes Like |Link to Comment
  • Apple's March Quarter Madness [View article]
    A perfect lagging indicator.

    Next time I WILL spot the oversized increase in stock price and take profits for a lower re-entry!
    Mar 24 08:21 AM | Likes Like |Link to Comment
  • Can Anyone Breach Apple's Moat? Part 2 [View article]
    canack and proud,

    You need to step back and listen to yourself.

    For a start, I would take you more seriously if you admitted that Apple sets a considerable standard. Being delusional about Apple being history makes you look more 'Homer Simpson' than 'Canack'...
    Mar 20 06:24 PM | Likes Like |Link to Comment
  • Apple Vs. Samsung [View article]
    As the author says, very few people are alert to the moves of Samsung stock. A valid compare, as they are the only two viable mobile phone manufacturers.

    In that light he has chosen to illustrate how the two perform against each other.

    I would thank him for taking the time. And to the rest of the 'nothing is good enough' commenters above, I suggest don't comment, or just move on.
    Mar 17 10:33 AM | Likes Like |Link to Comment
  • Should You Sell Google And Buy Apple? [View article]
    rubbish. in a word.
    Mar 12 01:00 PM | Likes Like |Link to Comment
  • The Massive Underperformance Of Apple Vs. Amazon [View article]
    Thank you to everyone who has bothered to respond to the comments from the commenter called ''thibaud'.

    I have been watching Apple over ten years, and the thibauds of this world come and go with monotonous regularity talking the 'Apple has had it, it's over' stories...

    And frankly, I can't be bothered to respond to them.

    Apple will profit from its ecosystem, it's still leading products, and the products yet to come that others don't know to copy yet.

    I do know that NO other business has a clue of an idea of how to repeat Apple's capacity to change the world, and make incredibly healthy profits as it does it.

    I suggest thibaud reads a few Apple SA threads from 04, 05, 07, 08, 09, 10, 11 and 12, he'll find himself there under different names!
    Mar 10 05:34 AM | 1 Like Like |Link to Comment
  • The Massive Underperformance Of Apple Vs. Amazon [View article]
    @thibaud, I think you might have read a few headlines, but little more.

    Better keep quite then demonstrate to everyone such inadequate knowledge.

    And please, Apple has only ever been in "ferociously competitive" markets - what is new about that?
    Mar 9 02:41 PM | 1 Like Like |Link to Comment
  • Apple: Already (Essentially) A Private Company [View article]
    Anyone else think that people screaming for change are often the same people who would bring Apple down?

    Great article author - nail hit smack on the head. And all we need to know is that Apple management are going to continue in the precise same way despite the noise and clamour...

    The Apple University will surely have it firmly writ into the programme:

    'Do what is right for customers by making great products, and the rest will follow. If not today, tomorrow'.
    Mar 9 09:58 AM | Likes Like |Link to Comment
  • Apple: Already (Essentially) A Private Company [View article]
    I don't think they are America centric. Apple has a global fan base these days.

    And I also suspect that the fan base that are invested in stock are less affected than stock traders and hedge funds.

    For those that believe in Apple, invest in AAPL. Not for six months, but three or seven or twelve years.

    At least that speaks for me!
    Mar 9 05:47 AM | Likes Like |Link to Comment
  • Apple Bears Are Delusional [View article]

    Try 250 why not.

    The fact that it properly should be circa 700 has nothing to do with anything.

    And to the author, Jobs is dead. Not just 'no longer with the company'.

    Apoor article indeed when the author has to quote what the cash per share is rather than figure it out for himself. OR is that all most writers on SA do those days?
    Mar 5 12:16 PM | 1 Like Like |Link to Comment
  • Why Apple's P/E Multiple Is An Anomaly [View article]
    Great article with understandable premises, thanks.

    My own opinion is that this devaluing of AAPL is actually a very very good thing. Because what it means is that Apple today is no different to Apple in '08 when it devalued more than 100%, or in '07, '01 0r '98. It is still the underdog that has to fight harder than anyone else for the same rewards. It has to ignore the noise on the outside, and keep its head down creating the stuff they believe in.

    No doubt there are some thinking they need to desert the ship today, but for an old hand supporter from pre-millenium days I am more confident than ever. The valuation will prove to be shockingly generous to new investors coming on board...
    Feb 28 12:49 PM | 3 Likes Like |Link to Comment