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  • Apple Should Be Like Bloomberg [View article]
    Consultnick... some of us don't forget! Watch for this to happen. Samsung goes after Google. Google goes after Samsung. Googles market share of smartphones increases as Samsung's decreases. Apple slowly and solidly continues to increase market share as the two of them battle it out in the Android market. There are too many forks in the Android turkey.
    Oct 30, 2013. 12:45 PM | 2 Likes Like |Link to Comment
  • Apple's Free Software Announcement - Much Ado About Nothing [View article]
    I was responsible for the IT group and served on the Corporate IT Council at a Fortune 500 Company. The software policy at that time was "Best of Breed" (Lotus 123, Word Perfect, bDASE III, etc). I made a proposal to move to an integrated software package. Every argument that you just made was made to me at that time too. I made my case and we switched, not without some pain, to MS Office.
    Oct 25, 2013. 03:02 PM | 3 Likes Like |Link to Comment
  • Apple's Free Software Announcement - Much Ado About Nothing [View article]
    I agree that there will not be a mass exodus from Office to iWorks but I believe very strongly that more companies will be switching to Apple. Corporate executives are experiencing Apple products and they are learning that the Total Cost of Ownership is not as high as they have been lead to believe, that benefits are greater, iWorks is adequate (perhaps preferable) for 75% of the company, that Apple is providing many new tools for the enterprise and that there is a clear security advantage to Apple. The trend will favor Apple but it will not be a huge and quick shift : the trend, however, will be real.
    Oct 25, 2013. 02:17 PM | 2 Likes Like |Link to Comment
  • Wal-Mart's Aggression In China? [View article]
    It appears to me that Wal-Marts most important strategic shift is to compete head-on with Amazon. They have clearly made that decision and have located a development facility in the Silicon Valley, are staffing it, and have begun implementation.
    Oct 24, 2013. 06:35 PM | Likes Like |Link to Comment
  • Don't Be Fooled By Pandora's September Metrics [View article]
    Too many clicks for iTR? Try this... Hold start button down, say "Start iTunes Radio" ... Listen.
    Oct 22, 2013. 11:00 AM | Likes Like |Link to Comment
  • IDC Estimates For iPhone Sales In India Seem To Be Grossly Incorrect [View article]
    Check out this web site for info on the credibility of IDC.
    Jul 17, 2013. 03:48 PM | 1 Like Like |Link to Comment
  • Why Google Won [View article]
    "Since stepping aside as CEO, Schmidt has served as Google's executive chairman, largely responsible for the company's external relationships with policymakers, business partners and governments around the world." From article in Las Vegas Sun today. Whole article is worth reading.
    Jan 4, 2013. 12:37 PM | Likes Like |Link to Comment
  • Why Google Won [View article]
    Bull!! This is why Google won. From Wikipedia - "Schmidt was a campaign advisor and major donor to Barack Obama, and when he announced he was leaving that perch, he planned to remain at the forefront of Google’s government relations team. Obama has considered him for Commerce Secretary.[37] Schmidt was an informal advisor to the Obama presidential campaign and began campaigning the week of October 19, 2008, on behalf of the candidate.[38] He was mentioned as a possible candidate for the chief technology officer position which Obama created in his administration.[39] After Obama won, Schmidt was a member of President Obama's transition advisory board. He proposed that the easiest way to solve all of the problems of the United States at once, at least in domestic policy, is by a stimulus program that rewards renewable energy and, over time, attempts to replace fossil fuels with renewable energy.[40] He has since become a new member of the President's Council of Advisors on Science and Technology PCAST.[41]"
    Jan 4, 2013. 10:25 AM | 2 Likes Like |Link to Comment
  • FTC Will Make Google A Buy Candidate [View article]
    Eric Schmidt and Obama are way to close for the FTC to do ANYTHING But a wrist slap! No problems here for Google.
    Nov 29, 2012. 02:16 PM | Likes Like |Link to Comment
  • Larry Page met with FTC officials yesterday in an effort to settle the agency's long-running antitrust probe of Google (GOOG), a source tells Bloomberg. Google has reportedly been talking with the FTC for a week about a settlement, and wants to make sure any deal isn't bound by a consent decree. A report last week suggested the FTC is starting to doubt it can win a case related to its most serious concern: that Google is using its search dominance to unfairly promote other services. [View news story]
    There is no way that the FTC has the courage to go after Google. Obama and Eric Shmidt are WAY to close. Won't happen.
    Nov 28, 2012. 01:50 PM | Likes Like |Link to Comment
  • Important Lessons Learned From Apple Over The Past 10 Years [View article]
    You should read your article!
    Nov 20, 2012. 08:23 AM | Likes Like |Link to Comment
  • The Biggest Threat To Apple's Sales Estimates [View article]
    ASP: Average Selling Price
    Nov 13, 2012. 09:29 PM | Likes Like |Link to Comment
  • Apple's Innovation Is Stronger Than Ever, Valuation Very Attractive [View article]
    Great companies cannibalize their own products. That's why Apple sells iPhones and iPads (cannibalized the iPod) and it is why IBM got beat in the PC market (fear of cannibalizing their mini's and dedicated word processor markets). Apple does it on purpose which makes it harder for others to do it. Yes there will be strong competition in the iPad mini market but guess what. Much of that profit just disappeared from competitors income statements!
    Nov 3, 2012. 04:14 PM | 3 Likes Like |Link to Comment
  • Why Apple's Numbers Tell Us Not To Worry [View article]
    "The point being that forward earnings and revenue estimates already discount a remarkably slower rate of growth for AAPL than we've seen the last 5 years."

    a very powerful observation missed by so many bears.
    Nov 3, 2012. 03:56 PM | Likes Like |Link to Comment
  • Apple Investors Should Be Wary Of The Next Shoe To Drop [View article]
    I heard on CNBC today that Kass covered his shorts today. We'll see you APPL bashers again next year about this time!
    Oct 31, 2012. 04:22 PM | Likes Like |Link to Comment