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  • Apple reportedly expected to cut iPhone 6S/6S+ orders; shares lower  [View news story]
    My rotary phone is good enough for me.
    Jan 5, 2016. 01:08 PM | 20 Likes Like |Link to Comment
  • Apple reportedly expected to cut iPhone 6S/6S+ orders; shares lower  [View news story]
    I've learned not to give analysts media published reports when it comes to apple ... Its all BS all the time...

    Apple: good dividend, solid growth, massive profits, sticky market, solid platforms = lousy 2015 stock performance

    Netflix: very good growth, horrible profits, commodity (Every one knows how to stream video well now) = amazing 2015 stock performance

    The market is emotional.
    Jan 5, 2016. 01:07 PM | 10 Likes Like |Link to Comment
  • Apple: Foxconn Data Points To Moderating iPhone Sales Growth  [View article]
    I understand the sentiment, but I have enough aapl stock, and not enough free cash. So I want this stock to actually get a respectable P/E (average for sector would be fine) .

    But the market is an emotional creature not a rational one, and it is moody. Especially with tech stocks....
    Dec 15, 2015. 10:41 AM | Likes Like |Link to Comment
  • Apple: Sifting iPhone Sales Data  [View article]
    The whole market share argument only makes sense if the market wasn't the whole dang world at every freaking price level.

    Toyota has terrible market share in world wide vehicle sales as they get outsold random bicycle & motor cycle companies in china & india every year 10 to 1... But in the $15K+ market for personal autos they are doing very well.

    Apple owns the high end smartphone ($600 +), laptop ($1000 +), & tablet (400 +) markets... So why should they get lumped in with the below $200 market when evaluating market share?
    Nov 13, 2015. 05:13 PM | 1 Like Like |Link to Comment
  • Hutchinson Technology: A Post Mortem  [View article]
    Its been interesting..

    Just a question for my education regarding buyouts: Since the board approved the sale is that some kind of binding contract? So even if a better offer were to materialize would H-T be forced to pay some kind of penalty?. Or is it the share holders vote what matters?
    Nov 9, 2015. 10:02 AM | Likes Like |Link to Comment
  • Too Many Share Buybacks Have Hurt IBM  [View article]
    A lot of us know of the low moral and high turnover in their US workforce. Which is dangerous for a company who's value is determined largely by the talent & dedication of its employees who actually make the products (engineers and scientists).

    The IBM brand is getting weaker and weaker, its got an OK technology portfolio but its products are generally more expensive than the competition and most cases they don't offer anything different or better. For most technology products its relatively easy to switch vendors.

    In the end IBM might do well with their India and China development teams which are the only places they are expanding head count, but I don't know. Every one I knew who worked for IBM are glad that they left, and these are some of the most talented & successful people I know. And I'm sure in a few years the talented people in India and China will find better companies to work for too.
    Oct 29, 2015. 12:36 AM | 1 Like Like |Link to Comment
  • HP cutting 25K-30K Enterprise jobs; FY16 guidance provided  [View news story]
    I bought some paper with their logo on it that wasn't too bad.
    Sep 15, 2015. 06:04 PM | 1 Like Like |Link to Comment
  • Why A Comcast And T-Mobile Merger Would Be A Blessing In Disguise For Sprint  [View article]
    I don't think it will get there, but it would be nice if you're right.
    Aug 28, 2015. 09:56 AM | Likes Like |Link to Comment
  • Apple: What Is The Future Of The Mac?  [View article]
    I guess it depends a lot on what a person does with a computer. Almost everything I do on computer is more far more efficient & enjoyable (code, type, data analysis, photo editing, game, browse web, etc...) on an actual computer. I have a tablet its fine to read on & play with, but doing anything productive on it is frustratingly putsy.

    I have a suspicion people who can get by with just a tablet might just be a niche (perhaps a very large niche) rather than the mainstream.

    Any way I can't be alone with this assessment. ipad sales are dropping, & mac sales are increasing.

    Powerful, open, tactile, multiple function computers aren't going away anytime soon, and the mac lineup is one of the best.
    Jun 22, 2015. 05:59 PM | 2 Likes Like |Link to Comment
  • Apple: Zenith Behind Us, Nadir On The Horizon  [View article]
    AAPL always goes down after strong earnings... There really isn't a logical / rational reason... Its just a thing that always happens...?
    Apr 30, 2015. 01:47 PM | 5 Likes Like |Link to Comment
  • Apple: Zenith Behind Us, Nadir On The Horizon  [View article]
    Every Quarter is the same,

    1.Apple posts insane earnings, growth, and profitability that out performs every reasonable goal.

    2. Stock goes up a little bit 1%-2%

    3. Most analysts go negative to get page views, usually using the same arguments as last cycle.

    4. Stock goes down 3%-5%

    5. Stock stays down ~1 month

    6. Stock starts going up slowly and steadily.

    7. another earnings call and the process repeats itself.

    I need to time purchases better and make some money, the pattern is getting pretty consistent.
    Apr 30, 2015. 01:43 PM | 14 Likes Like |Link to Comment
  • Apple Selects An Intel Modem: A Glimpse Of The Future  [View article]
    Not quite, everything that I have read about Sapphire plant indicates to me that the company over promised and under delivered... A cardinal sin when you are a supplier to ANY electronics giant.

    Apple lost a lot of money in that venture... They didn't squeeze, they got duped.

    Im sure that Apple is a difficult customer, but so is every large company.
    Mar 13, 2015. 01:42 PM | 4 Likes Like |Link to Comment
  • IBM's One Hundred Year History Is About Cash, Culture And Mutualism  [View article]
    agreed, a company that only cares about the bottom line is not a company that I'd want to work for, do business with, or invest in.


    A tech company that can't motivate it value creators (employees) won't do well for long.
    Feb 24, 2015. 03:32 PM | 3 Likes Like |Link to Comment
  • Sprint's Dangerous Assumptions  [View article]
    Yep same here, The network "improvements" made my data faster but the coverage is much worse and connectivity is less reliable... not acceptable.. Especially since they promised to make things better. So I dropped sprint for a more expensive plan, and am much happier now.

    I bought some stock when it was dirt cheap, sold most of it for a decent profit. Waiting for the best opportunity to unload the rest, But I do not expect to see $7 + prices ever again.

    So I am not optimistic about Sprint, but I hope that I am wrong.
    Feb 24, 2015. 03:16 PM | 1 Like Like |Link to Comment
  • IBM sues Priceline for patent infringement  [View news story]
    And lawsuits are easier & more profitable than actually making stuff.
    Feb 11, 2015. 01:21 PM | 1 Like Like |Link to Comment
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