Seeking Alpha

Kevin Murphy

Kevin Murphy
Send Message
View as an RSS Feed
View Kevin Murphy's Comments BY TICKER:
Latest  |  Highest rated
  • Apple: AT&T Can Help Sell The iWatch [View article]
    I'm old enuff to remember when there were multiple competing PC platforms, most of which went away after a couple of years. Remember the Xerox PC, or DEC's PC? Exactly!

    The initial PC battle was won by the platform that had the most apps and could connect with other networks. Almost no one bought the PCs that were obviously never gonna have the apps and connectivity that the leader had. Apple was the exception because of its niche in the artist and designer community.

    Now, who has the advantage in apps? Who has the smartest developers working for it? Who has staked out the healthcare industry as a prime focus? Who has the best integrated platform across devices? Who has the best record on security and privacy (especially important for healthcare monitoring apps)?

    I think Apple wins in all cases, and they also have the best product designers, best merchandisers, and they've been hiring folks skilled in retail and style trendsetting.

    There is no product category with a wider price range than watches - from 20 bucks to $2 million bucks, just for something that tells time. Clearly, this is a fashion item, ,pst people are more concerned with what the product says about them than how the product works. I think Apple has both sides of that bet -- they have the style side and ego side buttoned down, and they are best positioned to provide the most functions.

    Not to mention the fact that I, for one, would never trust a Google product on my wrist. Would it be taking pictures from my device and putting them on Google Maps? Selling my whereabouts info to advertisers without my permission? Selling my wife info on my girlfriend (if I had one, which I don't)?

    I think Apple has outflanked both GOOG and MSFT in this product sector, and neither is well positioned to become a major player.
    Jul 8 01:04 PM | 1 Like Like |Link to Comment
  • An Inquiry Into The Wealth Of Renewable Energy: Part II [View article]
    Thanks for the article, very clearly presented.

    You mentioned energy storage several times. Are you following developments in that sector? That would be a good topic to focus on in a separate article.
    Jul 2 11:56 AM | 2 Likes Like |Link to Comment
  • Apple's Latent Rates Of Revenue Growth [View article]
    I've noticed local restaurants using iPads as menus, order forms, and payment terminals, all at your table. The next step is for the place to move totally to AAPL for all of its business needs.
    Jun 29 10:57 AM | 8 Likes Like |Link to Comment
  • Apple Dithers While Google Reinvents The Smartwatch [View article]
    I have not heard, but I would not be surprised if somewhere out there, a few guys are already working on watch bands for the iWatch, so we can have several different styles of band that change the look of the watch.

    Maybe we'll see one in a Burberry plaid? One by Porsche design?

    And maybe the face can be variable, so that it can adopt the look of a Rolex or Cartier, or a sports team logo, or Game of Thrones, when it is in sleep mode. Someone somewhere is working on this, maybe the guys who develop ring tones?
    Jun 28 06:16 PM | Likes Like |Link to Comment
  • Apple's iWatch May Have A 37% Net Profit Margin [View article]
    Mickey Mouse watches are a fashion item, right? And collectibles for the vintage models.

    Having said that, I'm guessing that like other watches, the watch band is replaceable. You can have a sport band and a business band with different looks. Watch band makers will then create other models -- bling, macho, athlete, nerd, Sierra Club, maybe even a Burberry Plaid.

    Jun 25 10:46 AM | 2 Likes Like |Link to Comment
  • Apple's Venture Into Mobile Medical Applications: A Game Changer? [View article]
    I met a guy last weekend, a PhD biochemist. He works for L'Oreal, the cosmetics firm, and he's based in San Francisco. His job is to monitor the tech developments, and his company is paying attention to sensors that can be worn on the body, like say, on the wrist.

    They want to know specific things about body chemistry, like for example, is it time to put on sunscreen, or a skin moisturizer.

    Jun 13 01:16 PM | 3 Likes Like |Link to Comment
  • Apple's Venture Into Mobile Medical Applications: A Game Changer? [View article]
    Good comments, made me smile. I'll add another one you forgot:


    Could there be a better name for a remote doctor service?

    Jun 13 01:10 PM | 1 Like Like |Link to Comment
  • Apple And Skyworks Are Both Heading Skyward [View article]
    Apple's clients are primarily affluent folks. Affluent folks tend to be health conscious, young and old and in the middle.

    Young apple users tend to introduce their parents/grandparents to AAPL products. It's a lot easier for them to be the family IT support group if the whole family is on iOS. My son already has iPads for his 5 & 8 year olds.

    So if an old fart like me wants a health monitor, guess whose I will choose? I already use my daughter's hand me down iPhone, and I look forward to getting her iPhone 5 when she gets a 6.

    That's the way it works with my contemporaries. We don't move to Samsung when we get old. It does not save any money to move to Android, but it sure would cause a lot of bother.
    Jun 7 08:10 PM | 2 Likes Like |Link to Comment
  • Benitec: Where To Venture Next? [View instapost]
    Any chance that Benitec approaches Gradalis with a JV deal where Gradalis gets to use all Benitec patents for free? The alternative being that Benitec aggressively enforces patents, thus soaking up Gradalis funds in legal work.
    Apr 8 11:00 AM | Likes Like |Link to Comment
  • DdRNAi Is In The Eye Of The Beholder [View instapost]
    Here is another company Inovio, (INO), that seems to be involved in using ddRNA in some form for vaccines. It has good backing, enough cash through 2017, and its price has gone from about 70 cents to over $3.50 within the last year.

    Here is a link to their website, and an extract of their overview from their investor page. I would appreciate your comments on their viability in this sphere. I am also an investor in BNIKF.


    Inovio is revolutionizing vaccines. We are advancing a broad portfolio of DNA vaccines, also known as immunotherapies, to prevent or treat cancers, HIV, hepatitis C virus, and other chronic infectious diseases. Our immunotherapies could potentially protect millions of people from sickness or death from diseases for which there are currently no adequate treatments.

    Investment highlights

    - Potentially game-changing phase II efficacy data from lead program mid-2014

    - Exclusive worldwide partnership with Roche to develop and commercialize products from Inovio’s prostate cancer (INO-5150) and hepatitis B (INO-1800) immunotherapy programs

    - Advancing discussions with large pharmaceutical companies regarding partnerships

    - Almost $60M in non-dilutive third party R&D grants and expenditures since 2009

    - Operating capital through 4Q 2017

    - Synthetic DNA vaccines with proprietary delivery technology targeting diseases with multi-billion-dollar markets; designed to extend the powerful capabilities but overcome limitations of conventional vaccines

    - Best-in-class T-cell immune responses displaying killing effect against target cells – designed to fight cancers, HIV, hepatitis and other diseases requiring treatment

    - Universal antibody immune responses to protect against constantly changing viruses such as influenza

    - Favorable safety profile with no serious adverse events in hundreds of subjects to date

    - Vaccine market expected to reach $52 billion by 2016, up from $13 billion in 2007

    - Dominant global patent position

    - Management team and advisors are leaders in the world of vaccines and DNA vaccines

    - Recently recognized with Vaccine Industry Excellence Awards for Best Therapeutic Vaccine (for HPV-associated diseases) and Best Early Stage Biotech Company at World Vaccine Congress.

    Learn More

    [stuff deleted on electronic shareholder features]

    Read our corporate profile.

    Read our investor presentation.

    View Inovio Stock Quote & Chart

    end quote
    Mar 20 08:32 PM | Likes Like |Link to Comment
  • Apple Is Building A Mobile Payments Platform To Rival PayPal [View article]
    If AAPL can guarantee the credit cards & identities are good, it reduces fraud. So AAPL will get more than $0.05 per transaction. It cuts expenses for Visa, Mastercard etc.

    But I agree with your point that AAPL will work with the credit card companies. Why would I want to eliminate all my credit cards? I'll still want my airline card and an REI card etc. They all move to the iWallet, and the CC companies reward AAPL with some vig cuz their cost of business drops via fraud prevention, rules-based authentication etc.
    Feb 28 11:50 AM | 1 Like Like |Link to Comment
  • Apple, GT Advanced Technologies, And The 'New' Vertical Integration [View article]
    Other markets for sapphire glass? How about defense weaponry, oil field equipment, industrial uses, jewelry, mechanical watches, custom solar panels, automotive...

    Lots of opportunity for GTAT still open, I'm guessing.
    Feb 26 10:41 PM | Likes Like |Link to Comment
  • Apple: A Value Stock With Numerous Growth Kickers [View article]
    How can AAPL differentiate itself? Easy!

    With fingerprint recognition it can guarantee much lower incidence of credit car fraud when purchases are made thru an iPhone. That is worth big $$ to Visa, MC etc.

    AAPL can hold all my credit cards in an iPhone, and let me choose which to use. It would not compete with Visa etc, it would supplement them and help them reduce fraud without the expense of replacing all cards with those that have imbedded chips.

    Worth a few billion in added profits per year, I'm guessing.
    Feb 10 12:42 PM | 6 Likes Like |Link to Comment
  • Apple building mobile-payments business [View news story]
    We will all still have lots of credit cards. I think AAPL will enable us to put them all in a wallet on the iPhone, so no creditcard gets handed to a waiter, or scanned at POS. With fingerprint recognition, this reduces credit card fraud significantly, a service they can sell to V MA AXP.

    Silicon Valley is all about bitcoins as a payment method that will cut the costs of dredit card transactions. I'm guessing AAPL is looking at that too. It won't all happen at once, but the fact that AAPL built fingerprint recognition into iPhones indicates they've been thinking about this for some time now. A scaled rollout could include an acquisition. But rather than backing V vs MA, for example, they'd want to make business simpler and less costly for all of them, by cutting credit card fraud, and enabling simpler cross border payment systems as bitcoin does. Interesting times.
    Jan 26 12:00 PM | 1 Like Like |Link to Comment
  • Icahn discloses fresh Apple purchases, makes renewed buyback call [View news story]
    They need the cash to set up a bitcoin-like payments system, using the iphone fingerprint, iWallet and bitcoin technology to undermine the credit card business. If they are smart, Visa, Mastercard, Citibank & JPM will join them in a cartel.
    Jan 22 12:09 PM | Likes Like |Link to Comment