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Dialectical Materialist

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  • Apple's September 9 Event: Will There Be A Surprise Product? [View article]
    Or Hungary.
    Aug 29, 2015. 03:42 PM | 1 Like Like |Link to Comment
  • Apple's Plan To Destroy The Large Cable Bundle [View article]
    smischman,

    I support your thesis and thought of a short play myself. Except who will be providing all the broadband internet that people use to watch streaming video? The cable companies mostly.

    In my area, broadband costs a certain amount, but that amount rises if you don't bundle it with cable TV. I imagine that Comcast will make every effort to monetize its pipe. Not sure it is the dream short you imagine. They may simply adapt and leverage the control of the puzzle piece that they do own.
    Aug 27, 2015. 07:03 PM | 2 Likes Like |Link to Comment
  • Has Apple Found The Holy Grail Of Electric Vehicles? [View article]
    This post may have been intended for Seeking Alpha Waves...

    Did you have a stock ticker for VIMANA Aircraft?
    Aug 25, 2015. 03:26 PM | Likes Like |Link to Comment
  • Why Apple Investors Shouldn't Fear China [View article]
    Jack, that is why I added, "To those who point out that Cramer also manages a fund, well that means the onus is on him not to trade on the inside information before it is made public."

    This is Cramer's problem, not Tim Cook's. The reporter for the NYT could easily get on the phone to his broker as well (or his cousin who runs a hedge fund) as soon as he gets some juicy information in an interview. It is not legal, however. That does not mean Tim Cook is not allowed to answer questions. Especially when he understands that his email will be made public immediately because that is what the media representative asking him the question wants to do.

    Cramer was not asking for a hot tip, he was asking the CEO of Apple what he thought about the notion that China's economic situation would dampen the company's prospects -- so that he could report on it.

    It is hard to read about what Tim said or how the news was disseminated and conclude it somehow violated the spirit or the letter of SEC regulations regarding the private disclosure of actionable company information.

    CEOs are supposed to talk about their companies. That is part of the job.
    Aug 25, 2015. 02:24 AM | 2 Likes Like |Link to Comment
  • Why Apple Investors Shouldn't Fear China [View article]
    Cliff,

    If Cook had done an interview last week with the New York Times and it was published today, it would amount to the same thing. There is no way a CEO can talk to the media without it being in advance of public release. (Even live feeds have a small delay.)

    Answering Cramer's question does not violate SEC rules and the lawyer who suggests it may is engaged in FUD. This was red meat some of the usual suspects could not resist reporting on.

    To those who point out that Cramer also manages a fund, well that means the onus is on him not to trade on the inside information before it is made public.

    The SEC may "investigate" simply because of the attention this matter has been given. But can anyone imagine a business world where CEO's were not allowed to answer questions for the media? This is absolute nonsense.
    Aug 24, 2015. 11:57 PM | 1 Like Like |Link to Comment
  • Apple Should Take Advantage Of Rate Pullback [View article]
    Shut up and take my money!!
    Aug 22, 2015. 02:47 PM | 2 Likes Like |Link to Comment
  • Apple Is Winning The Smartphone Upgrade Race In China [View article]
    techy46, is there a 2-in-1 that is selling ten million units a quarter? Because until there is, I'd say the death of the iPad is being greatly exaggerated.

    And AAPL absolutely is a buy. There may be additional downside to the market right now, but the company is strong and the stock should prove to be a good long term bet.

    Almost no one expects the market to go straight up, but accumulating stock in quality companies over time is a time tested investing strategy. Buyers today are likely to be rewarded down the road.
    Aug 22, 2015. 02:01 PM | 6 Likes Like |Link to Comment
  • Why Apple's Growth-Related Fears Are Overblown [View article]
    Arnie, that is exactly where I've chosen to focus as well. Right now, at about 15 bucks, it's a bet that AAPL will be higher than 125 in Jan 2017. Wow, I'll take that bet with every nickel I can spare. At 140 it's a double.

    If the market tanks this fall, I'll leave that position in place and focus on a lower strike, but as it stands right now, the odds seem good that AAPL will be much higher than 125 in 16 months.

    And of course there's lots of room to sell out of the money calls against that strike along the way.
    Aug 21, 2015. 07:46 PM | 1 Like Like |Link to Comment
  • Apple: There Won't Be An iPhone 6s Bump [View article]
    Short sighted... Or very old.
    Aug 20, 2015. 04:27 PM | Likes Like |Link to Comment
  • Apple Should Take Advantage Of Rate Pullback [View article]
    Ernie, you may have seen a while back that PED had an article on Apple 2.0 where a guy in the biz admitted to him that "other" was the fudge factor all of these companies use to make sure that their charts fit the narrative they are trying to tell. And of course like Gartner's claim that Microsoft would own 30% of the phone market by 2015, these narratives are usually created for their clients.
    Aug 20, 2015. 02:48 PM | 4 Likes Like |Link to Comment
  • Apple Should Take Advantage Of Rate Pullback [View article]
    "Mike, Because TC does not know what to do. Jobs set things up but ultimately you have to adjust."

    Anyone paying attention knows that Tim Cook has made many adjustments that Jobs was either unwilling or unable to do.

    Under Cook:

    Supplier work environment standards (and auditing) have been strengthened.
    A dividend was announced (and regularly increased).
    A buy back program was announced (and regularly increased).
    A bigger phone was produced.
    A smaller iPad was produced.
    The strategy of "nuclear war" in the courts has been abandoned.

    All of these Jobs era policies -- favorite targets of the Apple naysayers -- have been changed under Tim Cook's leadership.

    Each of these changes has benefited Apple. Taken together they paint a picture of a CEO that is in full command of Apple and knows exactly what he is doing.

    Given that so many of the things that Cook has done address the very issues that naysayers loved to harp on while Jobs was alive, it seems odd that Cook is not more loved by the Anti-Apple crowd. The only thing he has possibly done to disappoint them is succeed in strengthening Apple.
    Aug 19, 2015. 10:40 PM | 31 Likes Like |Link to Comment
  • Apple: The Market's False Correction [View article]
    Heck, even three.
    Aug 18, 2015. 05:47 PM | 2 Likes Like |Link to Comment
  • Can Apple Burst The Netflix Bubble? [View article]
    Apple could pick up a 3d printing company for just a couple billion and maybe make a 3d printer that was easy to use and not, well, frustrating and worthless.

    One of the problems in early 3d printing is lack of standards. But marrying the software and the hardware and making sure everything talks to everything else in the ecosystem is their forte. 3d printing seems a natural area of exploration for them.

    Still have $198 billion left...
    Aug 17, 2015. 07:25 PM | 2 Likes Like |Link to Comment
  • Can Apple Burst The Netflix Bubble? [View article]
    Scott trader,

    Apple could leap frog into the living room very easily with one simple move. Netflix could be free on Apple TV.

    Apple could make a deal with Netflix for a rate. Apple has cash to burn. It could easily pull an Amazon and sell the Apple TV for some decently low price and include free Netflix for something absurd like three years. Negative net income on the device by Apple would be offset by its market dominance in the device (who doesn't want free Netflix?), and opening up the app store to TV woud still provide a small but steady revenue source for Apple.

    If Apple did this, it would "leapfrog into the living room". But Apple doesn't work that way. Apple is allergic to negative margins.

    Still, this kind of partnership would be way easier and much cheaper for Apple than gobbling up unrelated companies just accomplish pretty much the same thing.

    But I enjoy the exercise of trying to think of inorganic growth. I love thinking about "What if Apple bought X". Haven't found a really fantastic one yet.
    Aug 17, 2015. 01:09 AM | 1 Like Like |Link to Comment
  • Why Apple's Growth-Related Fears Are Overblown [View article]
    If the market is in trouble, there have to be more rewarding shorts than a company with a $200B cash pile and the most valuable brand name in the world.

    In a market wide pullback, I'd want to short something that wouldn't get back off the mat.
    Aug 16, 2015. 01:36 PM | 3 Likes Like |Link to Comment
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