Jon T

Cramer's Stop Trading! What the Dell (11/20/09)

If Dell and HP cannot find a significantly better operating system than Windows sometime soon, it will indeed become a terminal decline...

A Worm in the Apple?

I think I might defer to those who are looking less at historical charts and more at margins, growth levels in market share and likelihood of introducing groundbreaking new products…

ie the writer may be perfectly correct.

In theory.

The Power of Instant Approval

Crucially, developers must know that they can't sneak stuff through, or be frivolous about what they submit.

It is a SERIOUS process. To be taken SERIOUSLY.

Even if a few whinging 'get rich quick' developers are getting airtime, customers are getting a service and a product that is years ahead of anything seen before...

Congratulations to Apple for sticking to their beliefs.

S&P 500's Top Returners in 2009

One of the few viewpoints I've seen in recent times that says APPL is an "Unattractive" stock.

Odd. Very odd.

Political Expediency Distorts GDP Gains

You only need to look at Britain to see where this kind of mismanagement has led... The last industrialised nation to still be in recession.

"Such anti-business policies do not stimulate job growth and nor does a stimulus package that is focused more on buttressing bloated government spending at the State and municipal levels as opposed to investments in overdue infrastructure improvements where jobs can't be outsourced. But the Obama Administration is a master at managing economic events to distort short-term economic outcomes having nothing to due with the real overall health of the economy."

What's Wrong with the Gaming Industry?

I blame Microsoft's Xbox for turning people off hugely expensive hardware and software.

The Wii made it fun and lighthearted, and the iPhone has taken that a step further.

Europe's Biggest Newspaper Forcing Purchase of Its iPhone App

Are they nuts?

Europian indeed...!

Whose Notebook PC Business Is Most Valuable?

7 years is a long, long way out, especially in this business.

For example, I doubt Dell will even exist in 7 years...

As they say with forecasting, no-one will ever come back and say you got that wrong!

Your price for Mac laptops might be correct, if you include new family additions such as the forthcoming Slate/MacTouch product expected in 2010.

I do doubt Apple will have margins under 32%, with increased market share and volume, I expect their buying power to increase rather than diminish, so expect 35% plus.

How Apple's Market Share Will Propel Stock to $500, Part 2

If Android doesn't deliver something spectacular in the next two years, then iPhone will be heading towards ridiculous market shares, just as the iPod did.

And that's not even accounting for the iSlate/MacTouch..

All the predictions of an Apple tipping point in the market are coming true. How nice that the world order can be so well and truly turned upside down.

Apples to Apples: Will History Repeat Itself as Android Gains on the iPhone?

Silly, silly post.

And you spell it 'zealot' not 'zelot'.


On Nov 04 09:39 AM Whoa Nelly wrote:

> The Droid is not even available for sale to the general public yet
> and already all the Applezelots are declaring the device and the
> platform DOA with not a single sale to anyone!!!
>
> One thing you will never do is argue facts & logics with a zelot.

Apples to Apples: Will History Repeat Itself as Android Gains on the iPhone?

And I have to suggest to Seeking Alpha that they would do well to add a few more articles rooted in facts.

And on the topic of Android, they should include this one for size (highly recommended):

www.roughlydrafted.com.../

Apples to Apples: Will History Repeat Itself as Android Gains on the iPhone?

It seems strange that in 2009 to see this viewpoint.

Manufacturers are desperate, after two years, to copy the iPhone, none have come close - even to version one. They're also desperately copying OSX, and iPods, and iMacs, and MacBook Airs, and Macbook Pros, and the App Store, and iTunes...

Apple is leading by as much as 5 years, and what comes out of PA Semi will send them further ahead too.

The vertical integration of Apple is being copied, even by Microsoft, because the latter's model is so utterly devalued by customers today.

Microsoft: Free Cash Flow Analysis

Do you not expect Microsoft's market share to decline under hugely more competition from many fronts?

It doesn't matter how you dress it up, using whatever arithmetic you want to use, but it's extremely hard to see Microsoft going back to its heyday.

Google Should Make Apple Beg for Maps Navigation

Schonfield has become a complete nutter.. Read this for the perfect analysis of Techcrunch's nonsense on this:-

www.roughlydrafted.com.../

And as for the crazy suggestion above by pakalis that Google can turn off it's API's. Why one earth would they? They depend on Search and putting their stuff out to as many eyes as they can.

Shoppers to Spend $400 Million on eBay Using Its iPhone App

Just more evidence that the iPhone is a massive game changer.

And more impressive is that after 2 years nothing else has come close - to version 1 let alone subsequent versions.