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Kevin Murphy

Kevin Murphy
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  • 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
  • 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, 2014. 01:04 PM | 3 Likes 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, 2014. 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, 2014. 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, 2014. 06:16 PM | Likes Like |Link to Comment