Hedge Funds May Hate Apple, But Consumers Are Still In Love [View article]
Great article! Congratulations!
This one really help me to forget those boring ones written by Apple's naysayers during the last few months!
There is so much self-appointed coaches and back-seat drivers here saying anything off!
As long as so many investors will think "bearish-on-long" and "bullish-on-short" about AAPL - the company will reward the long players : the rest of the game is NOISE.
Why Investing In Apple Is Riskier Than You Think [View article]
The buzz around Apple and its shares here is really a boring one! The last fews months here in SA were not very rich from a factual standpoint... I am really sad to realize that we must read around 75% of real crappy stuff Apple in order to decipher a mere - may be - 10 percent of useful thoughts for investors and/or traders. May be a break from my AAPL stock alert is now indicated? From a long Apple :-(
The Galaxy S IV shows the contrast between Apple's (AAPL) minimalist approach to smartphones and Samsung's (SSNLF.PK) "maximalist" approach, writes Forbes' Anthony Wing Kosner. Whereas Apple carefully weighs the impact of product changes and lets the iPhone speak for itself, Samsung is constantly making big upgrades while promising its phones will change your life. Kosner thinks Apple's low-key approach resonates better in the U.S., but TechCrunch's John Biggs argues Samsung's approach has its strengths. "[Samsung] figured out that people didn’t care about specs. Instead, they care about use cases." [View news story]
That kind of merchandisation of smart phone use and web browsing by selling information collected from visual habits (and other behaviors) of people must be strongly disapproved by every free human being in the universe!
The complicity between Google and Samsung seems so obvious here.
Some of these so-called 'innovative' features on devices and their apps / operating systems MUST be FORBIDDEN by the law everywhere! That's it and that's all.
We need a free web experience. Not tricky technological espionage.
:-) How are you feeling now within your 'bean counter's conciousness dear Google yeahsayers?
Apple (AAPL) is likely to more than double its dividend this year, says Morgan Stanley's Katy Huberty after talking to CFO Peter Oppenheimer. Corporate Finance 101: She suggests the company can get around the issue of cash held overseas by funding payouts with low-interest debt rather than repatriation. Shares +0.7% premarket. [View news story]
Apple Inc. must get rid of the volatilty of their market cap. Asap. The swing trading of shorters, hedge funds, and other pirates must be strongly discouraged... These kinds of ownership of AAPL are perverse ones. Why not promote long positionning among sharehoders with the implementation of a special monthly dividend program for shareholders as long as 'x' months? ... along with the regular dividends for classical insecure-swinger-gambl... people?
Apple (AAPL) roundup: 1) Folowing a year in which the iPhone 5, iPad Mini, and new iMac all saw big supply constraints due to their use of advanced designs/materials, Paul Kedrosky thinks Apple's design team has gained too much influence relative to its manufacturing team (video). 2) Apple VP John Couch recently met with Turkish President Abdullah Gul. They reportedly talked about a deal to supply up to 15M iPads to Turkish students. 3) Apple has won a patent for a plastic-bodied phone with no home button or front camera. Is this the rumored cheaper iPhone? [View news story]
No need for 2 cameras on the same device. We simply cannot use both simultaneously! A high quality front camera may do the job for conferencing as well as for photo & video shooting :-) Mechanical front and side buttons may be cancelled too! Infrared, touch, voice or accelerometer inputs may do the job. No need for an 'Apploid' cheaper iPhone too.
"Apple absolutely has to make an iPhone with a bigger screen," iPhone 5 owner Henry Blodget declares. While Apple (AAPL +0.1%) insists on using relatively small display sizes to guarantee effective one-handed iPhone use, devices such as Samsung's Galaxy S III (4.8" display) make the iPhone 5 look "puny and sad in comparison." The iPhone 5's display size doesn't seem to be affecting its U.S. position much, as Strategy Analytics' numbers demonstrate, but international markets appear to be a different story. [View news story]
@Marinmaven : Respectfully I cannot agree when you make a comparison between Apple and Honda as examples of top notch brands :-( I am 55 years old and personally owned 2 Hondas (2002,2004), 3 Toyotas (1981,2001,2002), 2 Fords, 4 Volkswagens, 1 Chevrolet, 1 Dodge and many more like Audi, Porsche, Mercedes, Triumph, etc. - but no Kia & Subaru. Overall, Hondas are may be as reliable as Toyota I may admit but these cars aren't as solid as Toyota cars. With the Civic, the driver's experience is quite poor as a whole, but simply bad in winter (even with the best winter tires)... To be short : Apple as no equivalent these years in the car market. Even deluxe car brands are slightly loosing reliability. This phenomenon is related mostly to the growing presence of electronic equipment (useful or gadgets) offered by car makers in order to seduce buyers. Cheap electronic components are the rule - even with deluxe cars - in order to protect margins and enlarge market shares of companies. I am an Apple consumer because of the simplicity, the reliability, and the overall quality of their products pipeline. I may suggest to the R&D guys at Apple to study why and how it would be possible to develop a 'kind of' iOS module (central processing unit) for cars as a fix for cheap, unreliable and disseminated electronic car components :-) A partnership with Mercedes or Porsche would be welcomed here. The area of disseminated gadgets will soon be over. The strenght of the iEcosystem will soon improve many new dimensions of the human experience. Wait and see.
"Apple absolutely has to make an iPhone with a bigger screen," iPhone 5 owner Henry Blodget declares. While Apple (AAPL +0.1%) insists on using relatively small display sizes to guarantee effective one-handed iPhone use, devices such as Samsung's Galaxy S III (4.8" display) make the iPhone 5 look "puny and sad in comparison." The iPhone 5's display size doesn't seem to be affecting its U.S. position much, as Strategy Analytics' numbers demonstrate, but international markets appear to be a different story. [View news story]
"Apple absolutely has to make an iPhone with a bigger screen," iPhone 5 owner Henry Blodget declares. While Apple (AAPL +0.1%) insists on using relatively small display sizes to guarantee effective one-handed iPhone use, devices such as Samsung's Galaxy S III (4.8" display) make the iPhone 5 look "puny and sad in comparison." The iPhone 5's display size doesn't seem to be affecting its U.S. position much, as Strategy Analytics' numbers demonstrate, but international markets appear to be a different story. [View news story]
Typical 'bean counter' customers from Google and ... Amazoid... will NEVER take influence in Apple's business. If someone wants to live as a looser - take granted that he will dye as such. That is a rule of live. Sorry.
"Apple absolutely has to make an iPhone with a bigger screen," iPhone 5 owner Henry Blodget declares. While Apple (AAPL +0.1%) insists on using relatively small display sizes to guarantee effective one-handed iPhone use, devices such as Samsung's Galaxy S III (4.8" display) make the iPhone 5 look "puny and sad in comparison." The iPhone 5's display size doesn't seem to be affecting its U.S. position much, as Strategy Analytics' numbers demonstrate, but international markets appear to be a different story. [View news story]
Finally - I really think that a larger screen on the iPhone would improve the user's exerience... Therefore : this improvement MUST be associated with several other improvements as well. Look at the Blackberry 10 operating system capacity to flop from several applications with the tumb and independant management of user's contents between 'personal' and 'professional' use...Larger case also allows a larger and longer lasting battery... Larger case may also allows a built in retractable device support for Face Time sessions (moving and shaking front camera is a real issue for frequent Face Time or Skype users). Do not remember too : Apple CAN build iPhone cases from the 'Liquid Metal' pattern the company owns and with this feature iPhones will no longer need any kind of protective cases... My opinion : Apple is now able to make a great breakthrough in the smartphone word. But the question remains. Does Apple WANT to be so provocative in the current market? Mr Cook should stop worrying about market share (remember Mr. Steven Jobs) and go straight for radical innovation. Apple customers expect a unique and great user experience. They are willing to pay a premium for it. Where is the problem Mr Cook? It would be better for you to connect with your memory and reset some of your most memorable talks with Mr Jobs. Sincerely - Fuck the market shares and share great innovations with your HISTORIC Apple fans base and then THEY will do for Apple what they always done... Do not expect to expand market share with Android and other open OS bean counters!
As Apple (AAPL +2.7%) delivers another strong performance, Topeka's Brian White predicts the next iPhone will arrive in the May-June timeframe, and says checks indicate it will be offered in multiple screen sizes. Additional colors are also seen as a possibility. Steve Wozniak and others have been calling on Apple to offer a bigger iPhone, as the popularity of 4.5"+ Android devices such as Samsung's Galaxy S III contribute to its huge international share gains. References to a new iPhone are already turning up in Apple developer logs. [View news story]
Hey guys! Multiple screen sizes may also means : 1) an entry level 4S (3.5"), 2) the iP 5 (4") and finally, 3) a new device - may be the 5S - with a slightly larger screen... I do not expect a new form factor and the screen size is unlikely to be larger than 4.5" in order to preserve its portability and functionality. Do not expect a new look at all. I guess the form factor will remains unchanged for the front but with thinner borders (yes, larger screen may allow a thinner design!)
I do admire your insights about the AAPL stock and your comments about the e devices market... Although I disagree with you overall I honestly appreciate your contributions to SA. It is always interesting for me to read from you.
However I consider that you are missing the boat when you compare the future of iDevices and other non-Apple gadgets on a ' one to one' basis! The vision of top managers at Apple don't rely on a 'market shares war' or a ' selling contest '. The good news : don't worry about your analysis. People at Apple do pray and really hope that a lot of analysts like you can spread such stuff... for the next 18 to 24 months, at least... It is a positive and very welcomed trend by now that competitors may try to copy iDevices (without pattern infridgement). While copying devices they fail to unsderstand and copy the company's core strategy!
Did you ever understand what was the 'Digital home' project along with its consequences for all of us? Apple is a cyber-continent growing evenly everywhere on the planet.
May be this point will become more trivial for everybody within a year or two... That is : the day competitors will FULLY understand the strategy and try to copy it.
The so called "Steve Jobs final vendetta" isn't about war or anything alike. It's all about the harmony between technology and our lives.
Will Apple Miss Its Estimates - And Every One After That? [View article]
Just EAT an apple while rehearsing you really get a skill to destroy Apple with your stomac! This exercice will help you to have a nice episode until your next article! Friendly and a warmed humanity Stephen. Alain
Shame On You, Apple [View article]
Adam and Eve were much more lucky than you man, they never vomited the Apple after lunch time, which is not the case for you!
AAPL bashing and/or votiming here on SA has no effect in the real financial world and no more in Heaven in Earth.
This article may provide some examples about what is the true meaning of a " moral judment " for kindergarten audiences.
Best regards
Hedge Funds May Hate Apple, But Consumers Are Still In Love [View article]
This one really help me to forget those boring ones written by Apple's naysayers during the last few months!
There is so much self-appointed coaches and back-seat drivers here saying anything off!
As long as so many investors will think "bearish-on-long" and "bullish-on-short" about AAPL - the company will reward the long players : the rest of the game is NOISE.
Have a nice day all!
Why Investing In Apple Is Riskier Than You Think [View article]
The last fews months here in SA were not very rich from a factual standpoint... I am really sad to realize that we must read around 75% of real crappy stuff Apple in order to decipher a mere - may be - 10 percent of useful thoughts for investors and/or traders.
May be a break from my AAPL stock alert is now indicated?
From a long Apple :-(
The Galaxy S IV shows the contrast between Apple's (AAPL) minimalist approach to smartphones and Samsung's (SSNLF.PK) "maximalist" approach, writes Forbes' Anthony Wing Kosner. Whereas Apple carefully weighs the impact of product changes and lets the iPhone speak for itself, Samsung is constantly making big upgrades while promising its phones will change your life. Kosner thinks Apple's low-key approach resonates better in the U.S., but TechCrunch's John Biggs argues Samsung's approach has its strengths. "[Samsung] figured out that people didn’t care about specs. Instead, they care about use cases." [View news story]
The complicity between Google and Samsung seems so obvious here.
Some of these so-called 'innovative' features on devices and their apps / operating systems MUST be FORBIDDEN by the law everywhere! That's it and that's all.
We need a free web experience. Not tricky technological espionage.
:-) How are you feeling now within your 'bean counter's conciousness dear Google yeahsayers?
Apple (AAPL) is likely to more than double its dividend this year, says Morgan Stanley's Katy Huberty after talking to CFO Peter Oppenheimer. Corporate Finance 101: She suggests the company can get around the issue of cash held overseas by funding payouts with low-interest debt rather than repatriation. Shares +0.7% premarket. [View news story]
The swing trading of shorters, hedge funds, and other pirates must be strongly discouraged... These kinds of ownership of AAPL are perverse ones. Why not promote long positionning among sharehoders with the implementation of a special monthly dividend program for shareholders as long as 'x' months? ... along with the regular dividends for classical insecure-swinger-gambl... people?
Apple (AAPL) roundup: 1) Folowing a year in which the iPhone 5, iPad Mini, and new iMac all saw big supply constraints due to their use of advanced designs/materials, Paul Kedrosky thinks Apple's design team has gained too much influence relative to its manufacturing team (video). 2) Apple VP John Couch recently met with Turkish President Abdullah Gul. They reportedly talked about a deal to supply up to 15M iPads to Turkish students. 3) Apple has won a patent for a plastic-bodied phone with no home button or front camera. Is this the rumored cheaper iPhone? [View news story]
No need for an 'Apploid' cheaper iPhone too.
"Apple absolutely has to make an iPhone with a bigger screen," iPhone 5 owner Henry Blodget declares. While Apple (AAPL +0.1%) insists on using relatively small display sizes to guarantee effective one-handed iPhone use, devices such as Samsung's Galaxy S III (4.8" display) make the iPhone 5 look "puny and sad in comparison." The iPhone 5's display size doesn't seem to be affecting its U.S. position much, as Strategy Analytics' numbers demonstrate, but international markets appear to be a different story. [View news story]
Overall, Hondas are may be as reliable as Toyota I may admit but these cars aren't as solid as Toyota cars. With the Civic, the driver's experience is quite poor as a whole, but simply bad in winter (even with the best winter tires)... To be short : Apple as no equivalent these years in the car market. Even deluxe car brands are slightly loosing reliability. This phenomenon is related mostly to the growing presence of electronic equipment (useful or gadgets) offered by car makers in order to seduce buyers. Cheap electronic components are the rule - even with deluxe cars - in order to protect margins and enlarge market shares of companies.
I am an Apple consumer because of the simplicity, the reliability, and the overall quality of their products pipeline. I may suggest to the R&D guys at Apple to study why and how it would be possible to develop a 'kind of' iOS module (central processing unit) for cars as a fix for cheap, unreliable and disseminated electronic car components :-) A partnership with Mercedes or Porsche would be welcomed here. The area of disseminated gadgets will soon be over. The strenght of the iEcosystem will soon improve many new dimensions of the human experience. Wait and see.
"Apple absolutely has to make an iPhone with a bigger screen," iPhone 5 owner Henry Blodget declares. While Apple (AAPL +0.1%) insists on using relatively small display sizes to guarantee effective one-handed iPhone use, devices such as Samsung's Galaxy S III (4.8" display) make the iPhone 5 look "puny and sad in comparison." The iPhone 5's display size doesn't seem to be affecting its U.S. position much, as Strategy Analytics' numbers demonstrate, but international markets appear to be a different story. [View news story]
"Apple absolutely has to make an iPhone with a bigger screen," iPhone 5 owner Henry Blodget declares. While Apple (AAPL +0.1%) insists on using relatively small display sizes to guarantee effective one-handed iPhone use, devices such as Samsung's Galaxy S III (4.8" display) make the iPhone 5 look "puny and sad in comparison." The iPhone 5's display size doesn't seem to be affecting its U.S. position much, as Strategy Analytics' numbers demonstrate, but international markets appear to be a different story. [View news story]
"Apple absolutely has to make an iPhone with a bigger screen," iPhone 5 owner Henry Blodget declares. While Apple (AAPL +0.1%) insists on using relatively small display sizes to guarantee effective one-handed iPhone use, devices such as Samsung's Galaxy S III (4.8" display) make the iPhone 5 look "puny and sad in comparison." The iPhone 5's display size doesn't seem to be affecting its U.S. position much, as Strategy Analytics' numbers demonstrate, but international markets appear to be a different story. [View news story]
Look at the Blackberry 10 operating system capacity to flop from several applications with the tumb and independant management of user's contents between 'personal' and 'professional' use...Larger case also allows a larger and longer lasting battery... Larger case may also allows a built in retractable device support for Face Time sessions (moving and shaking front camera is a real issue for frequent Face Time or Skype users). Do not remember too : Apple CAN build iPhone cases from the 'Liquid Metal' pattern the company owns and with this feature iPhones will no longer need any kind of protective cases... My opinion : Apple is now able to make a great breakthrough in the smartphone word. But the question remains. Does Apple WANT to be so provocative in the current market? Mr Cook should stop worrying about market share (remember Mr. Steven Jobs) and go straight for radical innovation.
Apple customers expect a unique and great user experience. They are willing to pay a premium for it. Where is the problem Mr Cook?
It would be better for you to connect with your memory and reset some of your most memorable talks with Mr Jobs.
Sincerely - Fuck the market shares and share great innovations with your HISTORIC Apple fans base and then THEY will do for Apple what they always done... Do not expect to expand market share with Android and other open OS bean counters!
As Apple (AAPL +2.7%) delivers another strong performance, Topeka's Brian White predicts the next iPhone will arrive in the May-June timeframe, and says checks indicate it will be offered in multiple screen sizes. Additional colors are also seen as a possibility. Steve Wozniak and others have been calling on Apple to offer a bigger iPhone, as the popularity of 4.5"+ Android devices such as Samsung's Galaxy S III contribute to its huge international share gains. References to a new iPhone are already turning up in Apple developer logs. [View news story]
Multiple screen sizes may also means : 1) an entry level 4S (3.5"), 2) the iP 5 (4") and finally, 3) a new device - may be the 5S - with a slightly larger screen... I do not expect a new form factor and the screen size is unlikely to be larger than 4.5" in order to preserve its portability and functionality. Do not expect a new look at all. I guess the form factor will remains unchanged for the front but with thinner borders (yes, larger screen may allow a thinner design!)
Apple: Listen To The Quiet [View article]
Apple's Decline: Thanks, iPad Mini [View article]
I do admire your insights about the AAPL stock and your comments about the e devices market... Although I disagree with you overall I honestly appreciate your contributions to SA. It is always interesting for me to read from you.
However I consider that you are missing the boat when you compare the future of iDevices and other non-Apple gadgets on a ' one to one' basis! The vision of top managers at Apple don't rely on a 'market shares war' or a ' selling contest '. The good news : don't worry about your analysis. People at Apple do pray and really hope that a lot of analysts like you can spread such stuff... for the next 18 to 24 months, at least... It is a positive and very welcomed trend by now that competitors may try to copy iDevices (without pattern infridgement). While copying devices they fail to unsderstand and copy the company's core strategy!
Did you ever understand what was the 'Digital home' project along with its consequences for all of us? Apple is a cyber-continent growing evenly everywhere on the planet.
May be this point will become more trivial for everybody within a year or two... That is : the day competitors will FULLY understand the strategy and try to copy it.
The so called "Steve Jobs final vendetta" isn't about war or anything alike. It's all about the harmony between technology and our lives.
Have an insightful Sunday all
Will Apple Miss Its Estimates - And Every One After That? [View article]
Friendly and a warmed humanity Stephen.
Alain
Apple: Is The Sky Really Falling? [View article]