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gathurm

gathurm
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  • Battle For The Wrist: Galaxy Gear Vs. iWatch [View article]
    "There are far too many statements by the author that are filled with vapor and backed by specious logic."

    There are far to many that ignore/disregard Apple's entry into the digital music space (Apple now owns), the mobile handset space (the iPhone eliminated the leaders and ushered in a new generation of players, while owning its target top end market), and the tablet space (the iPad, in its first full quarter sold more units than MSFT sold in 10 years).

    In none of the examples above was Apple first to market. To the contrary, Apple held back until its entry was ready (by Apple standards). Failing to understand Apple's commitment to get it right before releasing is tantamount to sticking your head in a bucket.
    Feb 20 01:09 PM | Likes Like |Link to Comment
  • Forget MyFord And The Rest: Apple And Google Will Own Your Dashboard [View article]
    I have no idea about whether Apple can do a better job than MSFT. I can tell you this though, nobody can do worse than MSFT's SYNC. My new F-250 had it, and neither I nor the dealership's technicians could get it to work correctly, consistently. It was a true piece of crap system. Beyond that is was chock full of MSFT's favorite differentiator - features, SYNC was incredibly complex, requiring navigation through several DOS like tiers to get to what you wanted.
    Jan 3 08:49 PM | 5 Likes Like |Link to Comment
  • Apple Is Slowly Rotting: Rosy Financials Mask Competitive Disadvantage And Souring Future [View article]
    There it is again, another "writer" accusing Apple of the same guilt that any number of large cap firms (HP, Qualcomm, Intel, Google, MSFT, Oracle, Cisco, Dell, Facebook, Twitter, IBM) are guilty of. The difference being that, of the group, only Apple is doomed.

    This is what happens to highly visible, successful and, yes, loved firms when our education system spits out "writers" (without anything meaningful to write about), while lacking critical thinking skills.
    Oct 27 08:27 AM | 31 Likes Like |Link to Comment
  • I Hit Apple's $7.47 June Quarter EPS, Here's What I Expect For The September Quarter [View article]
    Thanks Chuck. I disagree with some of the specifics, but all in all an analysis (supported by my own work) that will be in the hunt for most accurate.
    Oct 21 03:36 PM | 1 Like Like |Link to Comment
  • Sink Or Swim? Apple's Q1 Guidance Will Tell The Tale [View article]
    You are so wrong, of course I would expect that from someone pitching such a shallow "analysis". I've been investing in AAPL and its derivatives since 2004. I am not in love with the Company. I recognize tripe when I see it, and your article qualifies.
    Oct 21 03:15 PM | 2 Likes Like |Link to Comment
  • Sink Or Swim? Apple's Q1 Guidance Will Tell The Tale [View article]
    Read the article thinking there was going to be something noteworthy in it.

    However, like all "filler" articles this was nothing more than a rumor rehash that played itself out with incredibly conservative (dare I say "uninformed") FQ1/2014 estimates.

    There should be a warning at the beginning of this kind of tripe, so the reader doesn't waste time on it.
    Oct 21 03:11 PM | 5 Likes Like |Link to Comment
  • Huberty: iPhone CQ3 demand well above expectations [View news story]
    See post above re: next gen 5Cs.
    Sep 18 02:35 PM | Likes Like |Link to Comment
  • Huberty: iPhone CQ3 demand well above expectations [View news story]
    Or will "C" become a new model, i.e., next gen lineup:
    iPhone 6 $650 $200 on 2 year contract
    iPhone 6C $550 $100 on 2 year contract

    Legacy
    iPhone 5S $550 $100 on 2 year contract
    iPhone 5C $450 "Free" on 2 year contract
    Sep 18 02:33 PM | Likes Like |Link to Comment
  • Huberty: iPhone CQ3 demand well above expectations [View news story]
    Yeah, blame TC because so many refuse to build comparative spreadsheets, not just on Apple's 10Q, but on Guidance vs Results deltas, Ending inventory statements, 1st weekend sales, etc. It ALL means something, otherwise Apple wouldn't provide the data..

    You can always tell how lazy the investor is, by how shrill they get when everything isn't handed to them on a platter.

    Put as much effort into your investing, as you do your day job, and successful trading follows.
    Sep 18 02:26 PM | 1 Like Like |Link to Comment
  • Huberty: iPhone CQ3 demand well above expectations [View news story]
    Katy used to be a joke and the butt of jokes about her analysis. Of late she has been very good with analysis and forecasts (did she take the jokes seriously?).
    Sep 18 02:20 PM | Likes Like |Link to Comment
  • Apple: A $500 Price Floor With NTT DoCoMo And China Mobile Agreements [View article]
    Elephant makes a mistake assuming that income is taxed at a 26% rate in China. While China does tax production, it does so sparingly (favoring national consumption taxes) in order to make its exported goods less expensive in destination markets, and foreign produced goods more expensive (especially Japanese and US products). China's effective tax rate is less than half Elephant's assumed 26% rate.

    Correcting tax rate increases EPS another $5.60.
    Sep 13 02:08 AM | 3 Likes Like |Link to Comment
  • The Truth Behind Apple's Numbers [View article]
    Oh, forgot to add: I won't be reading anymore of his analysis. His is one dimensional in a 3D world.
    May 23 06:49 PM | 10 Likes Like |Link to Comment
  • The Truth Behind Apple's Numbers [View article]
    Trainer is an excellent example of one trained in the use of numbers, with no understanding of the firm that produced them
    May 23 06:48 PM | 17 Likes Like |Link to Comment
  • With companies looking to avoid paying taxes on their profits, 83 of the largest firms kept $1.46T overseas in 2012, up 14.4% from the previous year, Bloomberg calculates. GE (GE) again had the most with $108B held offshore, up from $102B in 2011; Pfizer was second with $73B, after which came Microsoft (MSFT), Merck (MRK), Johnson & Johnson (JNJ) and IBM (IBM). [View news story]
    Aha, someone has touched the 3rd rail - class warfare. Blaming the 2% of taxpayers, that pay well over 50% of all taxes, for our budget deficits is the height of class deceit.

    Nobody wants to pay taxes, but the US's deficit problem comes from the class of politicians that will spend any amount of our children's future to get re-elected.

    The facts are that taxing the top 2% of taxpayers 100% of income would barely make a dent in the deficit. Spending is the US's problem, not tax revenue.
    Mar 10 08:56 AM | 11 Likes Like |Link to Comment
  • With companies looking to avoid paying taxes on their profits, 83 of the largest firms kept $1.46T overseas in 2012, up 14.4% from the previous year, Bloomberg calculates. GE (GE) again had the most with $108B held offshore, up from $102B in 2011; Pfizer was second with $73B, after which came Microsoft (MSFT), Merck (MRK), Johnson & Johnson (JNJ) and IBM (IBM). [View news story]
    The amount of ignorance about international tax laws, and the impact of repatriating those funds, shown here is staggering.

    The US doesn't have a tax collecdtion problem, it has a massive spending problem.
    Mar 10 08:03 AM | 13 Likes Like |Link to Comment
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