Seeking Alpha


Send Message
View as an RSS Feed
View Highland79's Comments BY TICKER:
Latest  |  Highest rated
  • 2014 May Be The Year To Short Apple [View article]
    Betting the price will fall below $500 seems like a pretty huge gamble. Apple is not solely a smartphone company, and while the numerous facts you put forth do seem to support the conclusion that the iPhone's growth may (or may not) be slowing, I'm not so sure that this makes it completely rational to be bearish on Apple. In the rapidly growing tablet segment, Apple reigns supreme, while new products in the TV and wearables space are widely thought to be coming this year. The iPhone is still doing well, and your facts point to a possibility, not a certainty and definitely not a trend. Let's not forget Apple's massive ecosystem either.

    I understand that the iPhone is Apple's most profitable product, but it is certainly not its only highly profitable product, and I don't think focusing solely on the facts you put forth re the smartphones market makes for a convincing argument that AAPL will suffer more than 10% loss in price in the next few months.
    Dec 30 06:24 AM | 9 Likes Like |Link to Comment
  • Apple Delivers [View article]
    Glad you like it, but this is not helpful. Submit this to a product review site, not SA.
    Oct 24 07:59 AM | 1 Like Like |Link to Comment
  • Microsoft Is The Cancer Killing Nokia [View article]
    I just wanted Kofi and SA to know that I clicked on this article for one reason only: so that SA will pay him another penny. Kofi has been copy-pasting the same boring, tired, inflammatory article over and over again and slapping a different attention-grabbing headline on it for years now. And since SA has failed to do anything about it despite the numerous complaints in the comments section of EVERY Kofi Bofah article, I applaud Kofi for figuring out how to game the system. From now on, I will click on Kofi's articles (while not clicking on any other ads or anything, of course!) from all of my various devices so that he gets paid the maximum amount.

    Way to go Kofi!
    Jul 26 05:58 PM | 2 Likes Like |Link to Comment
  • Will Microsoft's Release Of Xbox One Trigger Another Rally? [View article]
    Nice write-up and I agree with your assessment, but I'm taking a "wait and see" approach. The new console looks exciting and will probably do really well. I'll be buying one. But it remains to be seen whether it will ignite the really big mass market sales that MSFT seems to be going for. If it does get up into the 100 million units range, though, I do expect it to significantly move the needle.
    May 23 03:08 AM | 1 Like Like |Link to Comment
  • Microsoft Finds A New Enemy In The Browser Wars [View article]
    Did you really just create an article on Seeking Alpha to complain about a bug in IE, and then attempt to somehow relate it to company/stock performance? That penny-per-view must be a pretty big draw. Get a Twitter account for this kind of thing, man. I'm here to read actual substantive analysis.
    Apr 30 06:43 AM | 7 Likes Like |Link to Comment
  • Google Fiber: An Optical Illusion [View article]
    A great article, and I agree with the vast majority of it. Most importantly, I agree with your ultimate conclusions. But I think lots of people would disagree with your "Do you need the speed?" section. Even the articles you cite, such as Neil Lachman's article, say that faster speeds are more desirable.

    Perhaps the mistake lies in assuming that today's web apps and media are all that the future will ever hold. Higher internet speeds and internet applications work together to create an ever-upward spiral; as faster internet becomes the norm, internet applications become more demanding, and as internet applications become more demanding, people require faster internet. YouTube would not have been possible 15 years ago, and who knows what will be possible 15 years into the future if much faster internet becomes the norm.

    I think that for the foreseeable future, there will always be a market demand for faster and faster internet speeds (including and ESPECIALLY wireless, as you implied, but also for home/wired connections). That's why Google Fiber even has the buzz that has now.

    A minor counterpoint to an otherwise excellent article :-)
    Mar 27 05:42 PM | Likes Like |Link to Comment
  • Don't Buy The New Microsoft Xbox Tease [View article]
    This guy knows what he's talking about.

    This is no longer about console wars. It's about the battle for the living room, and MSFT looks poised to throw everything they have at winning it with Xbox 720. They may be successful or not. But sorry Dana, even though I usually agree with your articles, I don't think you are accurately gauging the market or its competitors fully here.
    Mar 13 03:35 PM | 2 Likes Like |Link to Comment
  • Microsoft Seems On The Verge Of Something Ugly [View article]
    It may or may not be an extraordinary claim, but it's completely irrelevant. The dataset that you cited clearly and unequivocally states that it only counts as "Windows 8 users" browser hits by browsers running in the Metro UI. That's not an extraordinary claim; its what the dataset blatantly says. Only one browser runs in the Metro UI and that's IE10. Thus, users running other browsers in the desktop mode (including IE in desktop, by the way) not being counted by this dataset, regardless of what they're reporting.

    Considering both the popularity of desktop mode (where most applications, including Office, run) and other browsers, it follows logically and unequivocally that this dataset is flawed, likely massively so.
    Mar 7 02:50 PM | 3 Likes Like |Link to Comment
  • Google Investors Need To Ignore The Google Glass Effort [View article]
    I think your point about people not wanting to wear technology on their faces is an excellent one. I love technology and I still make fun of people who wear Bluetooth headsets when they're not on the phone. And the fact is that nowadays, you rarely see it anymore. Most importantly, kids are not doing it, not with Bluetooth or anything else. I applaud Google's innovation. I doubt Glass in its current iteration will become popular with the masses.
    Mar 7 02:39 PM | Likes Like |Link to Comment
  • Microsoft Seems On The Verge Of Something Ugly [View article]
    It is a blatant flaw. Repeating your same conclusion based upon flawed data is not a valid response and I am not sure why you did. The data that YOU cited clearly states that it is only counting "Windows 8" systems by looking for browsers being used from the Windows 8 "Metro" UI, and NOT browsers meant for Windows 7 and running from the Windows 8 "desktop" mode. The flaw here is obvious -- I run Windows 8 but prefer to use Firefox. Since Firefox only has a "desktop" browser, my visit to a metered website is, according to your source's own admission, counted as a visit from a Windows 7 computer. Because I am running Windows 8, that's flawed data.

    If this statement is gibberish to you, then your best recourse is to do some basic research on how Win 8 works before you make sweeping declarations about its failure (and some supposed "inventory glut") based on blatantly flawed data.
    Mar 7 12:35 PM | 2 Likes Like |Link to Comment
  • Microsoft Seems On The Verge Of Something Ugly [View article]
    Clear flaw in your data set, which was readily apparent upon clicking the source link. The "Windows uptake" data is measured solely based on website data tracking browsers being used in the Metro interface. Windows 8 users who use browsers from the "desktop" are mistakenly logged as Windows 7 users.

    Considering that IE is the only major browser available in the Metro interface, and considering the high numbers of users (like me) who use other browsers (IE no longer even has majority market share in many countries, including the EU and most of Latin America), the browser metric is not only potentially inaccurate, but potentially catastrophically inaccurate to the point where it negates that entire data set. And thus your argument.
    Mar 7 06:12 AM | 7 Likes Like |Link to Comment
  • Apple Must Totally Change Its DNA To Survive And Thrive In A Brutal Competitive Environment [View article]
    You're comparing a Porsche to a Honda. Apple makes a premium, luxury product and sells it at a premium price. Google makes a basically functional product given away for free. The two companies' strategies are completely different, just like Honda sells way more cars, but your head turns when you see a Porsche.

    Also, it's clear that the decisionmakers behind Google and Microsoft see Apple's closed ecosystem and hardware-software integration as a wholly viable one. Hence the Motorola acquisition by GOOG and Microsoft's closing down of the Windows ecosystem and its creation of Surface and the rumors of a Microsoft smartphone.
    Mar 4 04:35 PM | 6 Likes Like |Link to Comment
  • Apple Must Totally Change Its DNA To Survive And Thrive In A Brutal Competitive Environment [View article]
    Oh, how quickly people forget history. AAPL tried unbundling and licensing its software in the 90s ( specifically to compete with Microsoft, and it nearly bankrupted the company. It was only after Steve Jobs backed out of those licensing contracts that Apple was able to be pulled back from the brink.

    What you propose would be utter disaster. Windows 8 is not "widely hated" and neither is Android. There is no chance that AAPL would be able to gain any significant market share in any market under this strategy. I think you should probably stick to your day job.
    Mar 4 04:07 PM | 6 Likes Like |Link to Comment
  • Apple's New Pet: The Black Swan [View article]
    At first I thought I misclicked somewhere and ended up on the Onion. Then I realized your article is serious. Then I cried.
    Jan 25 02:24 PM | 4 Likes Like |Link to Comment
  • The Surface RT Is An Innovative Trojan - Microsoft Moves In Adjacent Markets [View article]
    Good article. I'm especially keen on the point that this is just v1 of Microsoft's entry into the tablet world. I have a Surface and an iPad 2 in my house and there is no doubt that the iPad 2 is still the more useful tablet from a consumer and entertainment/consumption standpoint. And yet the Surface is where I do anything that requires typing, editing, or other productivity.

    The Surface definitely has its drawbacks, as you noted. I think that MSFT initially tried to "differentiate" Surface from the iPad too much, and in doing so got rid of some of the things that make the iPad so popular.

    But as you pointed out, using the excellent examples of Office and Xbox, MSFT has a history of acting to benefit the long term better than most tech companies. I agree completely. They will learn and evolve from the feedback they receive, and future versions of Surface will truly be contenders in the AAPL- and GOOG-dominated tablet world.
    Jan 4 04:13 PM | 8 Likes Like |Link to Comment