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  • Apple 3Q14 Preview: iPhone 6 To Steal The Show [View article]
    I'd like to see some information about the average length of time people are willing to wait for their anticipated target phone. Most info indicates the 4.7 inch screen will be extremely popular (the 5s at 4.0-in has sold like hotcakes). I'm betting that a large portion of those who must have a 5.0+ size phone will wait 4 months.
    Jul 18 02:10 AM | 3 Likes Like |Link to Comment
  • iPad: Growth Engine Or Achilles' Heel? [View article]
    Agree with many of your good points - broad market share is meaningless when so many niches have developed, only risk is that developers begin to ignore the OS in question. Business users went to tablets due to form factor alone -so easy to bring presentations to sales meetings, use as a form-fill data collection device for healthcare, logistics, etc. Exclusive use of Microsoft Office Suite could have been a competitive advantage for the Windows tablets to gain share, but now it's available for iOS too, so who really shot themselves in the foot?

    Really don't see how Mr. Blair doesn't think iPhone6 is a guaranteed success. I guess the future is never 100% certain, but all indications indicate success, just matter of how great.

    At this point, with such dominance in the business environment, it's conceivable that Apple could develop their own set of office tools to eventually challenge Microsoft's suite.
    Jul 6 01:55 AM | 4 Likes Like |Link to Comment
  • Apple: iPhone's Growth And Market Share Declining? Not Really [View article]
    I agree with your approach and always have - who cares if market share is falling as long as unit sales and profits are so strong? Also, MattZN2 implied, it's quite likely that the consumers who switch to Apple for iPhone6 will add another upside that is currently not properly valued. Even the "saturation" argument is weak - still not rolled out in many large cities and countries, many lower or middle class consumers rising as "Emerging markets" develop. The only risk is that developers start putting Apple second instead of first, but this is far from being the case.
    Jun 25 01:02 AM | 2 Likes Like |Link to Comment
  • Why Bears Missed Apple's Huge Rally [View article]
    Thanks for a great "comment"
    Jun 13 12:52 PM | 3 Likes Like |Link to Comment
  • I Was Wrong About Apple [View article]
    Of this long article and many replies, your very short comment is one of the valuable meaningful to me. Are you confirming that the wealthier customers in India strongly prefer Apple, and others will "trade up" when they can? What else can you tell us about the environment there? Do you think they will follow a phone purchase with other Apple products (the ecosystem)? Thank You.
    Jun 9 06:48 AM | 1 Like Like |Link to Comment
  • Apple Beats By Dre Is Schooling These Nerds [View article]
    Maybe that's just it - Beats' brand power made it seem to be the most valuable of the possible targets, but without the scale to raise the valuation to something more than a drop in the bucket.

    I won't even try to hypothesize why they did it, but I am intrigued - within the past 12 months, didn't Tim Cook say publicly that "people want to own their music"? Some data recently compiled by Statista shows that streaming has never been profitable, and the losses are growing in proportion to revenue. If the deal is just for the hardware, then they certainly acquire the premium by price metrics, and I'm sure they will improve it technically.
    May 23 06:49 AM | Likes Like |Link to Comment
  • I Predict Record Sales For iPhone 6 - High Resale Value Of iPhones Is Prima Facie Evidence [View article]
    I agree with that comment - it's not necessary for the niche. The bigger draw will be the impact of payments, iBeacons, other items that are all marginally more convenient if done via a watch. The tablet overtook the pc by being a bit more than marginally more convenient to do many of the same things. The healthcare monitoring functions will be important to the aging baby boomers, especially if insurance will cover part of the cost

    I think you place more emphasis on what appeals to the hipsters. I look at the iPhone as having taken what was once a set of convenient work/functional tools (blackberry + PDA + GPS), and adding entertainment - music, social apps, games, entertainment feed. "Cool" helped ramp it up, but I think this would have been a great success regardless. The Watch will add several things, may never appeal to the hipsters, but the healthcare features will be important to another niche, many of whom previously haven't been customers at all.
    May 22 11:33 AM | Likes Like |Link to Comment
  • I Predict Record Sales For iPhone 6 - High Resale Value Of iPhones Is Prima Facie Evidence [View article]
    Ah, high school-level sarcasm from an SA contributor? We are sinking.

    As I said, the new functionality will probably deliver close to everything a general practitioner could find 10 years ago, and probably some things that only specialists would test for. I'm working on a project now that will does just that - data is collected, analyzed, and reported through an app as requested by the medical community. It monitors a bio-marker giving the earliest warning that cancer could be coming out of remission and requires a return to treatment, quite weightier than a sleep pattern.

    Most of the health care monitoring functionality will probably run through any Apple device, with certain applications only available for the phone, and a few that use the watch or a combination. If you think Apple will simply come out with another version of the Nike health band (or whatever), then feel free to follow that judgement and stay on the sidelines.

    May 20 01:57 PM | Likes Like |Link to Comment
  • I Predict Record Sales For iPhone 6 - High Resale Value Of iPhones Is Prima Facie Evidence [View article]
    Haven't they said that the watch was coming? Can't lie in a earnings call or you will be sued (heavily).

    So far, watches are nothing more a counter's and heart rate monitor? Nothing impressive. By the hiring pattern and time Apple is taking, theirs will be something much different - probably will be capable of delivering data that exceeds what a General Practitioner was able to detect only 10 years ago. This is made possible by the major advances in digital diagnostics and microelectronics over the past decade, with many inventors focused on using those advances to develop products that serve the needs of an aging population. Nike already saw this coming and threw in the towel on their version.

    Add payment capabilities, iBeacons, and some of the other upcoming new functions, and this will be a big product.
    May 18 02:42 AM | 2 Likes Like |Link to Comment
  • Don't Buy Apple After It Splits [View article]
    so think of two scenarios:

    1) Apple only met numbers, announced a 7:1 split
    2) Apple exceeded by (5%? whatever it was), but no split

    Which do you think would give it the biggest bounce? As a fundamentalist, I think #2 wins without question.
    May 15 10:00 PM | Likes Like |Link to Comment
  • Don't Buy Apple After It Splits [View article]
    From a technical trader's viewpoint, you may be right. However, I believe this stock is all about delivering new products that differentiate substantially from the cheaper also-rans. Many of us are betting that the market has not fully priced the pending impact of the iPhone6 or the iWatch, and Katy Huberty's fresh numbers seem to support that.
    May 14 05:37 AM | 10 Likes Like |Link to Comment
  • Watch The Gap: Apple's Long And Twisted Pricing Journey [View article]
    I disagree with the 7:1 stock split being the driver of this bump. There maybe have been several contributions depending on the investor, but growth dominates and there have been several recent positive pieces to the puzzle:
    1) (& most important by far) - iPhone sales beat significantly, even with the larger phone launch pending.
    2) margins and ASPs holding
    3) Quantification of the premium market share controlled by apple
    4) Reconfirmation of Android users who plan to switch
    5) Rotation out of momentum plays
    The market seems to move according to triggers that loosely force prices back to fundamentals, and #1 was the trigger in this case.
    Apr 30 03:29 AM | Likes Like |Link to Comment
  • Apple Earnings Preview: Fiscal 2014 Tough; Fiscal 2015 Looking Better [View article]
    duhaus - I don't agree with you, suggest you simply ignore such comments if you don't like them. I make similar real-world observations to determine whether I want to bet against the market and the collective opinion of analysts and the almighty IDC numbers. I don't have the time and resources to perform a regional survey, so comments like ashokshingh's are part of the input. Certainly worked for me this past week, as in many other cases.
    Apr 29 03:31 AM | Likes Like |Link to Comment
  • Apple Earnings Preview: Fiscal 2014 Tough; Fiscal 2015 Looking Better [View article]
    Good article, but I take issue with a few statements. "Ignoring the consumer"by not having a large screen is 3 years out-dated. The size can be traced back to Jobs' opinion, who knows what research went into that. They have certainly stopped ignoring this, as we'll see later in the year.

    I agree with your growth projections, but I think the I-watch is a wild-card. How many Dr's will recommend it for patients who would benefit from continuous monitoring? If payment is also a new feature, it's enough of an improvement over the phone for many to buy, as well as I-Beacon notices. Again, will be interesting. How easily the features can be copied and included in the Android phones will impact growth projections heavily, and that's the gamble depending on your faith in the company.

    I had gradually come to view Apple as having superior talent, with technology that worked more intuitively and reliably than any competitor. This faith was shaken by two things: the maps failure, and the market decisions for the 5c. However, I haven't totally lost faith and I agree with your judgment of reward being greater than risk at these prices.

    Apr 19 11:37 AM | Likes Like |Link to Comment
  • Apple: Saving The Best For Last? [View article]
    I'd like to hear from some of the more technical readers about how quickly other companies can duplicate the health-monitoring functions.

    In my opinion, this will clearly be a strong draw for many with conditions they wish to monitor. Perfect for an aging population. Could be expanded to the iPod (and prolong it's life) for those who prefer not to wear a watch. Payment facilitation and iBeacon notifications will also be attractive features. iPhones, can do the same, but not as conveniently due to "form", and that is enough to drive sales to the watch. What can the iPad do that a laptop cannot? Nothing (that I'm aware of), just more convenient to carry, use in discussion, etc. Form is enough to drive new sales.
    Apr 10 04:24 AM | Likes Like |Link to Comment
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