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Ionas piscis

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  • Microsoft Surface No Match For Apple iPad, Samsung Galaxy Tab [View article]
    History has never been a good predictor of the future. Technology is a fickle thing and many a great person has read the data incorrectly. Anyone of the Google, Facebook, Twitter and Microsoft entities can disappear when a paradigm shift in technology and/or in consumer desires occur.

    The really important factor is the top management and its ability to build a future for the company. One bad product does not mean the end for the company, but a stream of bad decisions is a fast track to the knackers yard. Question is does Microsoft have a successful top management team. My feeling is there are too many poor management decisions being made that overshadow the successes that occur. The bad events stay in memory long after the good events have been stored on disk and backed up.
    Aug 18 02:30 PM | Likes Like |Link to Comment
  • Apple (AAPL): FQ3 EPS of $7.47 beats by $0.15. Revenue of $35.3B (+1% Y/Y) beats by $300M. 31.2M iPhones (above estimates), 14.6M iPads (below estimates), 3.8M Macs. Expects FQ4 revenue of $34B-$37B, below $37.1B consensus. Shares +3.2% AH. CC at 5PM ET (webcast). (PR[View news story]
    Apple has reached a size and level of maturity where expectations from the market are extremely high. This high level of market expectations translates into an environment of continuous disappointment in Quarterly results (even when they are good.)

    It is hoped this high level of negative sentiment in the market does not distract the company from continuing to develop its many good products and services and from looking after its loyal following of customers. Currently I see nothing in the Quarterly results to indicate Apple is about to collapse, in fact the opposite is true, it has every opportunity to grow its revenue and increase its product line.

    This probably means thinking of differentiation of products to meet different customer requirements i.e. in the developing markets where many people have low incomes but want mobile internet services and entertainment an innovative, cheaper less sophisticated product could be successful. At the same time there are growing numbers of people with more wealth to buy existing products and new products to launch.

    I should buy some more stock.
    Jul 24 05:06 AM | Likes Like |Link to Comment
  • Goldman removes Apple (AAPL) from its Conviction Buy list and pares its price target to $575 from $660. [View news story]
    Buy Apple, keep Android(s) off the street. Unfortunately it looks like Wall Street is being taken over by Android(s) at the moment.
    Apr 3 06:14 AM | 1 Like Like |Link to Comment
  • More on Apple: Raymond James reports many iPhone suppliers have "recently indicated an expectation of earlier seasonality," and takes it as evidence of a pending refresh. A big drop in shipments is expected for the June quarter, followed by Sep. quarter growth. The big question for Apple is whether an iPhone 5S that keeps a 4" display (as has been reported) will lead to a major sales pickup in the face of growing demand for larger displays, and the upcoming launch of Samsung's Galaxy S IV. However, an early 5S release would suggest an accelerated launch for an iPhone 6 rumored to have a bigger display. [View news story]
    I think the official Apple 'Rumor' app will be released in next upgrade. Then you can have Apple rumors on demand or make a few of your own. It will have 3 levels, believable, moderately believable and total BS. Not sure if it will help share price though.
    Mar 10 08:38 AM | 1 Like Like |Link to Comment
  • Apple And 5 Pervasive 'iMyths' [View article]
    The real threat to Apple is Apple itself. When you are on top of your game you need to keep your edge and to hone your skills continuously. Apple has built a market on certain principles that it can not abandon or dilute without destroying what it has.

    The current management has to keep faith with the Apple strategy and build on with innovation and high quality, keep providing the users with that wow factor in user experience.

    There is a great risk that if you diversify into other strategy and business models that you loose your way. If you want to diversify then create a separate organisation to explore new business models. Let Apple keep its focus on that innovative user experience.
    Mar 6 09:06 AM | 2 Likes Like |Link to Comment
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