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thotdoc

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  • Breaking The PR Mold For Apple Watch [View article]
    I agree. In years to come, there will be no phone; just a watch or other personal computer we will wear.
    Apr 13, 2015. 11:02 AM | 3 Likes Like |Link to Comment
  • Apple Watch Pre-Order Sellout: Have The Pundits Underestimated Apple Again? [View article]
    It's a replacement for the phone; that will become clear in future generations. People whose vision is only limited to what is now... and what should be..., and how come... and it doesn't do...and it's battery...all miss the point.

    This is the future of personal computing: With small very powerful chips, voice recognition and a projected screen say goodbye to the need for something as big and bulky as a phone. It's not if...it's when.

    We are only at the beginning of the computer/technology revolution.
    Apr 10, 2015. 10:20 AM | 24 Likes Like |Link to Comment
  • Apple And Wearable Devices: Moving From A Want To A Need By 2020 [View article]
    In a few years, let's say less than 7, there will be no more smart phones: we will be wearing our computers.

    Apple knows it and they've started the transition.

    The screen? The watch will project a hologram or the screen will be projected onto our eyes. Or something someone is working on now that we don't know about. We are at the leading edge of the technological revolution. Where will personal computing technology look like in 20 years? I don't know. What I believe is that it is reasonable to assume that Apple will be the leader then as they are today.
    Apr 9, 2015. 11:30 PM | Likes Like |Link to Comment
  • Apple Watch: Revenue Projections [View article]
    So, these are going to be sold only through Apple stores?

    I get that impression, hopefully I'm wrong
    Mar 30, 2015. 08:51 PM | Likes Like |Link to Comment
  • 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
  • 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
  • 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
  • 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
  • Apple On Track To Buy Back 20% Of Itself By 2017 [View article]
    Let's see, you are betting 75,000 to 100,000 at a time to make 1000.00 to 3,000?
    Feb 23, 2015. 07:43 PM | 10 Likes Like |Link to Comment
  • Apple's Use Of Rare Earths: Hardly A Secret, Or A Threat [View article]
    IMHO, all the talk about the Apple Auto has blunted fears about Apple being dependent on iPhones...forever...li... and dying by iPhones.

    I may be ahead of the overall sentiment, or reading it too early...but the Apple Auto story tells everyone that Apple is NOT just a phone company, and that its stock has a long way to run in the years ahead.
    Feb 23, 2015. 11:52 AM | 4 Likes Like |Link to Comment
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