Seeking Alpha


Send Message
View streetwatcher's Comments BY TICKER:
  • Is Apple Using Share Buybacks To Support Its Stock Price? [View article]
    Check out the Share price of any company (Specially, AAPL) for the few days prior to a major announcement. You will note that mostly the trend is upward, leading to the actual New Product announcement day, at which time the shares price drops. Samsung's price change on the day of GS-IV introduction, fits in that Anticipation phenomena perfectly. As for the GS-IV innovation, all you have to do is to walk into a store and compare it with other Smartphones/Mini Tabs.
    Apr 9 12:22 PM | Likes Like |Link to Comment
  • Arch Rivals: Samsung Vs. Apple [View article]
    S-IV is claiming to have a SD slot and Removable Battery - among many other new functions. Anyone interested in those two superiorities?
    Mar 20 11:34 AM | Likes Like |Link to Comment
  • Arch Rivals: Samsung Vs. Apple [View article]
    Thanks for the article. If you had shine light on ALL the features of the S-IV, you probably would have been stoned to death by the Religious AAPL fans. Luckily you are being hit with few pebbles.
    Anyone who plans to buy a new Smartphone should really spend a few minutes watching the Radio City Music Hall Galaxy Presentation. (investing in AAPL stocks makes that effort necessary as well). I am not buying the S-IV or the AAPL stocks.
    Mar 18 05:53 PM | 1 Like Like |Link to Comment
  • Apple Has No Choice But To Make A Larger iPhone [View article]
    Mr. Santos, with due respect
    "Laptops are not a big part, the specs are not comparable, and the OS is not comparable either."
    (1) - Computers were the main source of income for AAPL in the early years, I agree they are not quite that any more. Still a PART of the revenue.
    (2) - Specs have to be different with so many lawyers watching. From users point of view they are not that different - Both gadgets mentioned above, offer very similar functions.
    (3) - Operating Systems are different mainly in the face of Open and Closed systems. Closed system has been keeping AAPL in a market corner all through the last three decades while MST OS took 97% of the market share. This time it is MST and Goog OS crushing the Computers AND the Phones. So I agree that Operating Systems are different. Not everyone sees that as a positive for AAPL. Unit phone and computer sales worldwide show the other opinions. (BTW, the AAPL ecosystem is being challenged by all the new compatibility development as well - iTune is not the king of the road).
    On a side note: does anyone know that in some Asian countries Video phones were in use months before FaceTime?
    With that I still see a lot of potential for AAPL stocks - I am a buyer.
    Mar 12 10:48 AM | Likes Like |Link to Comment
  • Apple Has No Choice But To Make A Larger iPhone [View article]
    Have you seen the ads for "Samsung 11.6" Chromebook Series 3 16GB Wi-Fi - Dual Core 1.7GHz, 2GB RAM, Google Chrome OS" at $249.00?
    I compared the Specs with AAPL's MacBook Air 11.6" at $999.00 - It is a wake-up call at 75% price difference! Is this what is keeping the 'long' hedge fund managers awake at night? Will there be a substantial delay for AAPL stocks to reach the $700 again? Laptops are not a big percentile of AAPL revenues, Right?
    Sent from my iPhone
    Mar 9 10:16 AM | Likes Like |Link to Comment
  • Apple Has No Choice But To Make A Larger iPhone [View article]
    Making larger screen phones is great and probably it is in the making. Apple is following other options for growth as well:
    A- Wearable watch:
    1- The global watch industry will generate more than $60 billion in sales in 2013 - This can be a $6 billion opportunity for Apple. (Oliver Chen, Citi Group).
    2- Gross margins on watches are about 60% (Anand Srinivasan, Bloomberg Industries analyst)
    3- Apple has a team of about 100 product designers working on a wristwatch.
    4- Apple has filed at least 79 patent applications that include the word “wrist,”
    B- Tim Cook has dropped hints that Apple is hard at work on a television to drive the next era of growth.
    1- The TV industry will generate $119 billion in sales this year - AAPL can easily take 10% of the market. (market-research firm IHS).
    2- Combining Hardware and Content with Apple TV, will expand the AAPL ecosystem to a new higher level - something that competitors will have a hard time to copy.
    Mar 7 01:02 PM | 1 Like Like |Link to Comment
  • Should Tim Cook Ask WWJD (What Would Jobs Do)? [View article]
    Don't you think Tim Cook is sick of hearing: "What Would Jobs Do"? Time Cook is not Steve Jobs - nobody is.
    Apple stock price would have followed the same fate even if Jobs was still at the helm. This is the nature of technology.
    Remember all the high-tech companies start with a brilliant product and / or service but, the competition catches up as soon as others see the potential of creating wealth. Motorola hand phones were toppled by Nokia's pocket phones. Fabless QCOM over run "Fabulous" INTC in design for smaller-device chips. If Andy Grove was still in charge, could he stop that? Apple grew through many acquisitions - Last good one was Siri. These days it seems all the Start-ups (for new products and services), are going public before being acquired. You may ask "Why Tim Cook is not looking for good acquisitions"? Maybe Tim Cook should have a drink- and a chat - with Jeff Bezos who is always taking new venues to improve AMZN services and the stock price.
    Mar 6 05:55 PM | Likes Like |Link to Comment
More on AAPL by streetwatcher