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Kevin Murphy

Kevin Murphy
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  • Will Gaming Apps Sustain Apple's Software Growth? [View article]
    Hedge fund proceeds are being saved for a trimmer to expand his lawn & garden service.
    Dec 16, 2014. 11:33 PM | Likes Like |Link to Comment
  • Update: Apple's HealthKit Seeing Early Adoptions [View article]
    Exactly right.
    Google is a media company, their revenue source is selling advertising space to companies that want to sell you something.

    Apple is primarily a device maker, their major source of revenue is from hardware devices.

    Google goes so far as to give away Android for no charge to companies that want an operating system for a mobile phone. And Google gets the info -- it's uploaded from the OS that is embedded in each Android device. If Google stopped doing that, it would hurt their business significantly.

    Apple says that it does not collect such information and their business model does not depend on it.
    Dec 5, 2014. 10:39 PM | 1 Like Like |Link to Comment
  • Update: Apple's HealthKit Seeing Early Adoptions [View article]
    My dad died of a stroke while under the care of a cardiologist. We all die, and usually while under the care of some kind of medical professional.
    Dec 5, 2014. 10:30 PM | Likes Like |Link to Comment
  • Why Gilead Is A Better Buy Than AbbVie [View article]
    I assume you already know that the only one paying the list price for GILD's product is Medicare, and maybe someone uninsure who walks in off the street.

    Oregon like most states has already negotiated discounts of 20% or more with GILD for their Medicaid program. Every insurance company in the USA has negotiated discounts. The Veterans Administration has negotiated deep discounts for its constituents.

    Every country in the world with a medical service pays less than the USA for GILDs product, Egypt pays about $1000 per patient for the full treatment.

    As I said, if you are at all interested in GILD you must be aware of this. So I am puzzled why you make the argument for ABBV that you do, based on price? It is rare that pharma companies undercut each other on drugs anyway, something that you are probably aware of as well.
    Dec 5, 2014. 04:49 PM | 6 Likes Like |Link to Comment
  • Apple's Additional Upside Isn't Obvious [View article]
    Google's search engine is software in the same way that a cable company's business is hardware, or a TV network's business is broadcasting towers.
    Oct 9, 2014. 07:21 PM | 1 Like Like |Link to Comment
  • Invest In The Millennials, Invest In Apple [View article]
    As a grampa with kids & grandkids using AAPL stuff, I must agree that AAPL is appealing way beyond millennials. But it's true that the reason I use Macs & iPhones is because the family does. My kids are my support team and training team. What better way to get a moat around the products?
    Sep 19, 2014. 03:32 PM | 8 Likes Like |Link to Comment
  • Apple's iWatch Is About Data First, Fashion Second [View article]
    Of course, AAPL would get a cut. Ok by me. They could invest my portion in a retirement account, or tuck it into my Starbucks card.

    Wow, the future will be awesome.
    Aug 26, 2014. 03:16 PM | Likes Like |Link to Comment
  • Apple's iWatch Is About Data First, Fashion Second [View article]
    wow, a band that displays all around it. I could sell that real estate to Coke, Pepsi, maybe even Ford or Chevy. I'll get rich!
    Aug 26, 2014. 03:13 PM | Likes Like |Link to Comment
  • This Managed Duration Preferred CEF Has An 8.3% Distribution At A 10% Discount [View article]
    Raj, if you go to you can search CEFs on different criteria.

    There are lots of them...
    Aug 23, 2014. 11:43 AM | Likes Like |Link to Comment
  • GT Advanced Technologies' Patented Solar Beast 'Hyperion' Is Commercially Available [View article]
    How do they power the accelerators? Is it a huge cost in electricity? Are they using solar power somehow? Or putting their plant near waterfalls for cheaper juice, like GOOG & AMZN do?
    Aug 1, 2014. 02:20 PM | Likes Like |Link to Comment
  • Apple's 'Healthbook': Exactly What The Doctor Ordered, Especially For Women Like Me [View article]
    This is an excellent comment, thank you. And very well written. Are you involved in this kind of work in some way? You have obviously been thinking deeply about the use of information in health care.

    Thanks again.
    Jul 29, 2014. 10:12 PM | 1 Like Like |Link to Comment
  • Apple's iWatch Counting Down To The End Of The iPod [View article]
    Yep, the watch can just buckle into a bicep band, which just might hold an extra battery that recharges the watch. Or as someone else said, use the motion to generate electricity. I see kids wearing shoes with integrated LEDs that sparkle with each step...
    Jul 28, 2014. 10:17 PM | Likes Like |Link to Comment
  • What Lies Ahead For Apple [View article]
    Blair has not been silent.

    His voice has risen a couple of actives and only the dogs can hear it.
    Jul 23, 2014. 10:20 PM | 1 Like Like |Link to Comment
  • Apple beats EPS estimates, but guides light [View news story]
    Remarkable beat on iPhone when everyone knows the products will be updated within months. Same for Macs, the new products were not out yet during this reporting period. We are just beginning to see the potential of AAPL to be both the Win and the tel of the old Wintel duopoly.

    The most important devices for the sales & marketing side of corporations are becoming the iPad and iPhone. They both run iOS compatibly. This makes it so much simpler for IT execs to solidify on an AAPL platform for apps for their field sale force. Not to mention security and reliability over Android devices. Also consider that sales reps don't want to be carrying cheap Samsung phones or pads in front of customers.
    Jul 22, 2014. 05:33 PM | 4 Likes Like |Link to Comment
  • Update: Apple's New Health App Has Fitness Tracking And Caffeine Monitoring Features [View article]
    If it could make the coffee and also go to the health club for me, that would be real innovation!
    Jul 10, 2014. 03:26 PM | 3 Likes Like |Link to Comment