Seeking Alpha

Dialectical Materialist

Dialectical Materialist
Send Message
View Dialectical Materialist's Comments BY TICKER:
  • 'Dumping Apple Makes Sense For Immediate Growth' - Or Does It? [View article]
    I have something the that no 22 year old man has. The power of invisibility. Specifically invisibility to young women. I can be standing right there and they don't even notice me.

    Look, we don't choose our superpowers.
    Jul 1, 2015. 11:05 AM | 7 Likes Like |Link to Comment
  • Why Apple Will Escape The $130 Resistance Level [View article]
    If it's a contraction, it's it's. If it's possession, it's its. It's confusing because when we see a word with its apostrophe s, we usually think possession.
    Jul 1, 2015. 10:53 AM | Likes Like |Link to Comment
  • Apple: Focus On This Trend [View article]
    solodb,

    Actually the 's' cycle of each model has blown away the previous year's sales. I don't think you can assume all those 5s buyers went out and got the 6/6+.

    The 's' cycle always seems to take people by surprise, but it's highly likely that sales of the 6s will handily beat sales of the 6.

    You could make a case that Apple needs to do something interesting to drive demand for the iPhone 7 the following year, but high demand for the 6s is baked in to the product cycle.
    Jun 29, 2015. 10:52 AM | 4 Likes Like |Link to Comment
  • Taylor Swift > Apple [View article]
    But a psychotherapist does know the person they are treating. That is the reason for regular appointments -- to develop a diagnosis.

    You can't logically defend the notion that you know anything about why Cook does what he does regardless of whether your conclusions are flattering or not. Unless you have found a quote of him saying, "I think of musicians as vulnerable minorities, rather like homosexual people," you are simply engaged in creative fiction.
    Jun 28, 2015. 09:10 PM | Likes Like |Link to Comment
  • Taylor Swift > Apple [View article]
    Your willingness to psychoanalyze someone you don't know and then condemn them for the psychological motivations you ascribe to them is more revealing about the way your own my works than you probably realize.
    Jun 27, 2015. 11:52 AM | 1 Like Like |Link to Comment
  • Apple's Cash Dilemma [View article]
    Joel,

    My understanding is that the foreign subsidiary would not be able to retire the shares. In other words, the subsidiary could buy stock but it could not "buy back" stock. Apple's float (total number of shares) would stay the same.
    Jun 22, 2015. 11:15 PM | 5 Likes Like |Link to Comment
  • Taylor Swift > Apple [View article]
    "If Taylor Swift was in the NFL, her name would be Tom Brady."

    Now there's an image I will never get out of my head. It's half Taylor Swift and half Tom Brady and believe me it is not a good look.

    But I liked your point.
    Jun 22, 2015. 07:32 PM | 6 Likes Like |Link to Comment
  • The Future Of Apple Hinges On The Mac Upsell [View article]
    "I wonder if buying Apple stock satisfies a requirement in the act of selling your soul to the devil? "

    How kind of you to include a comment that allows readers to put your analysis into context.
    Jun 20, 2015. 02:16 AM | 4 Likes Like |Link to Comment
  • How Apple Will Reduce Its Interest Expense By More Than 50% [View article]
    ArnieW, not just physical control but also root access. A friend signed into your computer on a guest account could not exploit this vulnerability.
    Jun 19, 2015. 12:04 PM | Likes Like |Link to Comment
  • How Apple Will Reduce Its Interest Expense By More Than 50% [View article]
    Glen,

    So are you saying you jack the technical expertise to contradict these claims? Do you understand why the ability to edit the plist is important in this context? If you have a technical rebuttal to this explanation of the limits of this exploit, I'd be interested in reading it. You seem very convinced this is a dangerous security hole. If you can make a convincing technical argument for how this hole could be exploited without already having root access to someone's computer, I'm all ears.
    Jun 19, 2015. 12:01 PM | 1 Like Like |Link to Comment
  • Apple's Debt-Funded Repurchases: Terrific Or Terrible? [View article]
    Thanks, but mostly I just commented because you rarely get a chance to say, "Arnie, I'm with Ernie."
    Jun 18, 2015. 06:53 PM | Likes Like |Link to Comment
  • How Apple Will Reduce Its Interest Expense By More Than 50% [View article]
    Glen,

    The first article you link contains these comments. Can you address them from a technical perspective?

    "An app from the App Store can’t edit its plist file, you even need root access for that.
    The author edited the plist file behind the camera, and also authorized app’s complete access to Keychain."

    "The point is that the video starts with everything open already… it doesn’t show the (very important) fact that none of this is possible without the user’s password (a stunt to presumably hype up the severity of this bug). Arguably people are the easiest part of the computer to hack, but the point is that it isn’t like this can work just randomly. Getting this running on the mac in the first place is still a very big hurdle to overcome, which they don’t address here."
    Jun 18, 2015. 06:51 PM | 1 Like Like |Link to Comment
  • Apple's Debt-Funded Repurchases: Terrific Or Terrible? [View article]
    Arnie, I'm with Ernie. I think everyone gets that the debt is not earnings. The wrinkle was whether and how these bonds could be repaid in order to avoid paying US taxes.

    I was hoping we'd get an expert to comment by now. The issue is not what you can do with the money you borrow, it is what money you can use to pay back the debt.
    Jun 18, 2015. 06:04 PM | 1 Like Like |Link to Comment
  • Apple's Debt-Funded Repurchases: Terrific Or Terrible? [View article]
    Dkohler555,

    I'm with you in thinking if it were as easy as you describe, we'd see it everywhere.

    But Apple makes it clear that the money from these bonds is used to buy back shares. They wouldn't bother with debt if they had to pay taxes on it anyway. So part one seems to be verifiably true: you can use debt raised overseas to buy back shares in the U.S.

    It is part two I am suspicious of. The repayment of these debts. If foreign funds could be used without tax consequences, Apple could quickly retire bonds and issue new ones each week, turning this strategy into an everlasting gobstopper of tax avoidance.

    So the fly in the ointment must have to do with how these bonds get repaid. Not sure of the specifics, but it simply can't be without tax consequences or there would no longer be such a thing as cash stashed overseas to avoid domestic taxes.
    Jun 18, 2015. 03:14 PM | Likes Like |Link to Comment
  • Apple's iPad Problem And How To Solve It [View article]
    Strategy,
    On your list of emails, simply swipe each one you don't want over to the left with a smooth motion. The email is deleted without ever being opened. Pretty cool right?
    Jun 15, 2015. 01:41 PM | 4 Likes Like |Link to Comment
More on AAPL by Dialectical Materialist
COMMENTS STATS
4,707 Comments
12,273 Likes