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  • Apple Outguns Intel [View article]
    Remember Woody on Cheers? He is all over the internet comment sections.*

    *To Woody - Sarcasm alert.
    Feb 28 10:01 AM | Likes Like |Link to Comment
  • Apple Outguns Intel [View article]
    Good looking dog! Wish all the dogs of the Dow were that good looking.
    Feb 28 09:59 AM | 2 Likes Like |Link to Comment
  • Apple Needs To Deliver Now [View article]

    Feb 26 09:51 AM | 1 Like Like |Link to Comment
  • Apple Needs To Deliver Now [View article]
    On CNBC, the female interviewer was looking at one of several smart watches the interviewee brought in, a smaller one, and asked, "I'm never sure on this. Do I wear this as an armband or on on my wrist?"

    If that is not obvious, it ain't ready.
    Feb 26 09:47 AM | Likes Like |Link to Comment
  • 2 Problems With Hewlett-Packard's Turnaround [View article]
    Why would going back to the Compaq merger be stupid? A substantial part of HP's revenues are based on PC's and both growth and margins are pitiful. The amount of corporate energy and resources poured into that market have been very draining causing missed opportunities in many other fields.

    The author's point on Autonomy was not technical or user based. He suggested that they vastly overpaid for a product in a very competitive market. FCF looks great but right now, similar to the bubble internet and real estate markets, it is the story, not performance, that is driving prices. Even then, HP's market price is appears fairly valued.

    Proof comes from performance and all business analysts on the outside can really do is read the financials so by nature it is a backward looking, narrow view. That said, here's hoping your optimism is well founded. There is no other company I would more like to see be successful than Dave and Bill's and am greatly hoping your intuition bears fruit. Good luck!
    Feb 24 12:51 PM | Likes Like |Link to Comment
  • 2 Problems With Hewlett-Packard's Turnaround [View article]
    It's not large enough to dent HP revenue although it might help earnings long term. So many are ahead of them at this point as well.
    Feb 24 12:30 PM | Likes Like |Link to Comment
  • Is Apple The Next Microsoft? [View article]
    Apple is only a short distance from HP in the Bay Area but a generation apart in thinking and execution. I could provide numerous proofs for that point but will attempt only two.

    1) HP purchases Palm for IP and their PDA presence with the intent to release a phone/PDA. Readies a product and decides to kill because the phone market is saturated and competitive. No guts, no glory. Sells the IP recently. Meanwhile, Apple puts a smartphone on the market to the jeers of existing competitors and analyst, enjoys 40% margins and cripples several of the existing players including the leader, RIMM while building a 500B market cap.

    2) Purchase an HP product and an Apple product and call for support. We have and the difference is stunning. Night versus Day or Hope versus Hopeless Frustration. This experience has been duplicated over several products in the last couple of years.

    And I could go on, retail, iTunes, iRadio, Apple TV, routers, PCs, FaceTime, iMessage, Office Software, acquisitions, etc. Pick a different comparison if you must compare. The HP one is not the least credible IMO.
    Feb 23 08:26 PM | 1 Like Like |Link to Comment
  • Apple's Prognosis: Range-Bound [View article]
    Ouch, eh?
    Feb 23 07:46 PM | 1 Like Like |Link to Comment
  • Apple: Net Income Growth Is The Name Of The Game [View article]
    Thanks for the article and your reasoned responses. I also appreciated Retiredlady's views and passion.

    With regard to CFO's, I never underestimate their interest and ability to maximize Executive bonuses or even share price. Oppenheimer seems like a steady hand, and I appreciate his efforts to set range guidance, however self-interest is a powerful motivator.
    Feb 23 06:59 PM | 1 Like Like |Link to Comment
  • Inventory Risks Loom For Apple [View article]
    Maybe SO reporting is exclusive to the US. MB was the CEO of a Canadian firm.
    Feb 22 11:14 PM | Likes Like |Link to Comment
  • Inventory Risks Loom For Apple [View article]
    Back when Cramer got his own show, booyah, I watched him trash HPQ at $16 share, absolutely hating it with Fiorina at the helm. She was whacked and the stock jumped to $26. Still no Cramer support until the stock got close to $40 then he loved it. Of course Hurd got whacked and the stock sank to $16. I've seen this pattern in other companies as well where he recommends at a high and trashes at the low. If he is not trading the other way, how does he ever make money? How do his viewers?

    He was trashing Apple daily at $400. It jumps to over $500 and now it is his darling tech stock. Does he ever listen to his own advice? Why?

    I just can't follow the logic although some friends swear by the guy. Is there a secret decoder ring I'm missing?
    Feb 22 11:07 PM | 1 Like Like |Link to Comment
  • Inventory Risks Loom For Apple [View article]
    Another lonely person who seldom comments and lacks a bio but is rabid in MB support. Please enlighten us in your bio about your mysterious past.
    Feb 22 10:44 AM | 3 Likes Like |Link to Comment
  • Inventory Risks Loom For Apple [View article]
    For a former CEO, a surprising mistake, eh?
    Feb 22 10:38 AM | 7 Likes Like |Link to Comment
  • Inventory Risks Loom For Apple [View article]
    So, AAPL upped 5S production by many fold at great cost, not to supply demand but in a grand ruse to falsify sales thereby concocting the greatest quarter ever. If this has the slightest shred of truth, Apple executives are the most desperate, short sighted, stupid and deceitful group of mercenaries in the business world.

    I would prefer a more logical explanation. They build a good product, consumers recognized it and therefore, they sold a lot of phones. Pretty simple, no?

    Perhaps MB could investigate the deceit behind the poor results offered in iPod sales or great performance in iTunes and Macs as well.
    Feb 22 10:01 AM | 5 Likes Like |Link to Comment
  • Inventory Risks Loom For Apple [View article]
    For some reason MB's article's comment section always get support from a lonely group of new commentators lacking a bio. Please enlighten us as to your mysterious background.
    Feb 22 09:52 AM | 2 Likes Like |Link to Comment