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thotdoc

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  • Apple Watch Has Implications For Big Data, IoT And Web 3.0 [View article]
    techy, don't you get tired of being right from the standpoint of one myopic view...that most consumers, by God, ought to be more interested in delving into the technology rather than just using their technology products...and not making the easy money on AAPL?

    That argument about 'the technology' is stale and reeks of sour grapes.

    Most of us use the most easy to use and most beautiful looking technology to improve our lives, we do not care about the technology for the technology' sake.

    I stared working on mainframes with FORTRAN and understand machine language. I kept up with how computers worked in the 1970's and 1980's. Then, I got a Mac or a Mac SE and never looked back.

    It is not about delving into the technology, it's about using the technology...and no one makes technology easier to use than Apple.
    Mar 24, 2015. 12:36 PM | 24 Likes Like |Link to Comment
  • Will Apple, Russia And India Bring Back Up GLD? [View article]
    Mentioning AAPL here is click-bait.
    Mar 23, 2015. 09:52 PM | 2 Likes Like |Link to Comment
  • Microsoft launches $70 Lumia 430 [View news story]
    So how much profit is in a $70.00 phone?
    Mar 20, 2015. 03:24 PM | 3 Likes Like |Link to Comment
  • Windows 10 arriving in summer; pirates getting free upgrades [View news story]
    MS. I wonder what to think?. MS is an operating system (OS) developer whose best OS was developed several generations ago, given how their newer OSs have been accepted by their customers.

    This is equivalent of an auto company that has a partial monopoly based on a historical piece of good luck that hasn't produced a really successful vehicle in the last decade.

    I will have to try the OS on the computers in our office when I know it will be compatible with the software we are forced to use (only works with Windows OS) that keeps us from upgrading to an Apple computer product.

    Maybe MS will finally be able to produce an OS that competes with the Apple OS. But, that is clearly a wait and see.

    This will be an interesting several months. MS will have an OS that will kill the company if it's a typical MS OS; and Samsung will have its phone that will kill the company if it cannot outsell the iPhone in the iPhone's market.


    Either MS or Samsung actually being competitive with Apple's products will just make them competitive with Apple; not better, not a reason for Apple to be concerned. It will simply be a case where a huge corporation does what they are supposed to do, developing and selling a competitive product.
    Mar 18, 2015. 11:12 AM | 2 Likes Like |Link to Comment
  • The Insane Apple Advantage Revisited [View article]
    This is a good presentation of the Bear case against AAPL; actually, the best Bear case I've read. Reference the drivel from MB as typical.

    As such, it's interesting.

    But, if this is the best Bear case...I'm relieved.

    Everything here is truly the sky is falling, but wait, I'm not sure anything bad is really going to happen...and the stock is going to keep going higher for the next several quarters.

    Thank you for confirming that AAPL is a good investment for the next few quarters.

    My thinking is that Apple management understands that they are too dependent on 1-product and are doing as much about that as possible, given the avalanche of new products and services they've announced.

    I agree, the next few quarters will be important, but not for the reasons you discuss.
    Mar 18, 2015. 10:53 AM | 8 Likes Like |Link to Comment
  • The New Apple: Embracing Personalized Technology With A Luxury Twist [View article]
    You don't think that the market overall is falling?
    Mar 14, 2015. 04:50 PM | 2 Likes Like |Link to Comment
  • The New Apple: Embracing Personalized Technology With A Luxury Twist [View article]
    You short?
    Mar 14, 2015. 04:49 PM | 1 Like Like |Link to Comment
  • The New Apple: Embracing Personalized Technology With A Luxury Twist [View article]
    Gary, he's yomama...this si just a new version of that old name.
    Mar 14, 2015. 04:45 PM | 1 Like Like |Link to Comment
  • The New Apple: Embracing Personalized Technology With A Luxury Twist [View article]
    You must make your decisions based on what you can see right now, without integrating where what you are looking at is going...progressing toward.

    The watch that we will be wearing in the next few months, will be quite primitive compared to what the watch will be and and do 3-5 iterations from now.

    AAPL is to hold.

    There are two sets of investors; those who get Apple in its entirety...their Mission, Vision and their desire, expressed in applications such as the research application to make technology as useful as possible. And, those who don't. And, those who don't have never presented a coherent, investment grade Bear case.

    Apple is the most successful company in the history of modern enterprise; be part of it or don't. Apple is at the leading edge of integrated technology...and integrated technology is at its beginning.

    No one in a garage is going to come up with something to replace Apple's products, and Apple is crushing those mega-companies that try to compete with them. Sony got it. Samsung is getting it and will get it in spades with the sales drop off of their new phones. MS finally got it: Supply Apple products with what they need...don't fight with them. Years ago MS would have fought with SIRI, tried to develop products with their AI to compete. No longer. MS apparently has developed a good AI system and they are selling to to everyone.

    Qualcom? Intel? Supply Apple with what they need and hold on. Intel's time is over, they've been crushed or are being crushed. Giving away processors was their statement of defeat. Apple's new processors, designed to perfectly run Apple software will be the end of that tale.

    Buy the shares on a pullback like now and wait. If you buy enough shares, you too can have more money than you thought you'd have.

    Or, you can carp about some small aspect of the entire Apple universe as a reason to not make money in the market with AAPL.

    Short AAPL if you think it's a bad investment or a bad company.

    Finally: Please describe the Bear case against AAPL.
    Mar 14, 2015. 04:38 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 391: Mar. 01, 2015 [View instapost]
    Rugged-

    I'll linger till the very end, though I don't know that I'll post again.

    Maybe. You guys have become part of my life; many interesting people here.

    Gordon
    Mar 13, 2015. 02:34 PM | 12 Likes Like |Link to Comment
  • Axion Power Concentrator 391: Mar. 01, 2015 [View instapost]
    Like most people who had to raise themselves, I typically get my best education from the School of Hard Knocks. And, while not everything happens for a reason, there is most often something to learn from painful events.

    What did I learn with AXPW?
    1) Protecting my money is more important than 'trying to find that explosive new idea that most others just don't see quite yet' in order to make a killing.
    1a) Waiting for a losing investment to turn around is not a good idea. Have a plan and sell when the price falls by a certain amount. Watch the stock and if it does turn around on the basis of fundamentals, buy back in.
    2) Just because some Smart Alec can come up with logical arguments about the future, with charts and graphs to establish their point, does not mean that the market will listen, or that I should listen.
    3) That a lot of bright and thoughtful investors can lose a lot of money, especially when they bolster each others' ways of thinking.

    There is nothing new in that list. I just had to learn it myself through the school I usually attend.

    I have enjoyed being part of this group and have met some fabulous people. So, I'd like to leave with something for you to think about:

    We each have a personal model of who we are in our world. This personal model is made up of patterns of thought, emotion and behavior based on how we experience ourselves.

    We invest based on specific patterns within our personal model. The patterns that became so obvious to me in this investment are:
    I have difficulty learning from others' experience; things are not true until I experience them.
    I can overcome any obstacle by working harder.

    Those patterns lead to my convincing myself that investing in a stock this risky was OK.

    Again, the best to everyone. And, to HTL...I don't think you are. Maybe it should be, HTATLT'sGTM.
    Mar 13, 2015. 10:38 AM | 28 Likes Like |Link to Comment
  • Apple's Most Brilliant Move Is Not The Watch [View article]
    From Redmond...where MS is...right?

    Your comment is so wrong I won't try to take it apart.

    Let me just say in rebuttal, your are completely and totally incorrect in your assessment.

    Please short AAPL
    Mar 10, 2015. 02:19 PM | 38 Likes Like |Link to Comment
  • A bell rings for mining bear market [View news story]
    Yes re getting to the bottom. What many of us have been waiting for; though I do not believe we are at the bottom yet...Haven't had a big blow-off. That's coming.
    Mar 4, 2015. 10:54 AM | 1 Like Like |Link to Comment
  • Apple Pay Vs. Google Wallet: The Rematch [View article]
    Privacy. Google's model is flawed, because it depends on mining our privacy. This flaw will become more of a weight to google as time goes on.

    I and likely many millions of others would happily pay hundreds of dollars per year to have complete privacy from anyone watching what I do on the computer. It's not that I do anything wrong; it's that I do not like the idea of someone watching what I do on my computer and profiting from being a peeping Tom.

    Google is a modern-day peeping Tom, and that will eventually taint their brand. It will be Apple for those who choose privacy and google for others who don't care or who cannot afford privacy.

    That is Apple and google's future.
    Feb 25, 2015. 10:32 AM | 28 Likes Like |Link to Comment
  • Apple: Mac Sales Might Benefit From Lenovo's Superfish Scandal [View article]
    Alcatraz-
    I'm always happy when someone writes a positive article about apple. However, I don't think you understand what Apple-pay is truly about. Standards for credit card fraud are changing and Apple-pay is a solution that fits the new standards. More, others have developed a personal technology based payment product; Apple must respond or lose that segment. Even more, it's about the ecosystem, the i-o-ts, and one company toward whom we turn to provide us with the best products/services as the computer and its derivatives take on more and more of the repetitive tasks.

    Remember, in the somewhere distant future, we will talk to our watch, or other link to the supercomputer we carry...likely our iPhone, to complete our world of day to day tasks.

    Whenever and where ever there are tasks that can be carried out by voice command or completed by pre-programmed reiterative tasks there will be an Apple product.
    Feb 25, 2015. 10:16 AM | 6 Likes Like |Link to Comment
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