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  • Apple's dominance of profit almost complete  [View news story]
    @ demodave. Most of us think that you should return to high school.

    FYI : A zerp profit is when "all costs = sales". One has a profit when "sales > all costs". And one loses money when "all costs < sales". In this last case we have a NEGATIVE PROFIT.
    When a company sells items A, B & C. A for 92$ profit, B for 15$ profit & C for 7$ loss = -7$ profit. The total profit = 100$. A & B have respectively 92 & 15% share of the total profit, C is losing money & has -7% share of the total profit.

    So, instead of giving math lessons, better you open some math book.

    Jul 15, 2015. 10:52 AM | Likes Like |Link to Comment
  • Here's Why Apple Is Weak Since Earnings  [View article]
    To Author. BMW has several type of cars as Apple has several type of Iphones. Apple has other products making 1/3 of their income. In many ways Apple is much more diversified than BMW is.
    Then what about Microsoft : Only Windows and Office.
    Then what about Google or FaceBook : Add's income only.
    Then what about Intel : Processors only
    etc. etc.
    May 8, 2015. 07:02 PM | 2 Likes Like |Link to Comment
  • The Early Bird: Twitter Bungles Q1 Disappointments  [View article]
    Sold a weak ago at 51.9 (didn't want to hold through earnings) & bought today at 39.1
    The 20+10% drop in 2 days (in fact one day) was huge & not in linr with the slight misses. The stock is up today in a down day. It will be soon back to mid 40s.
    Apr 30, 2015. 05:29 PM | 4 Likes Like |Link to Comment
  • Apple: Bear Case From A Bull  [View article]
    @ author. But you state that ipod was a gadget. To you, a device allowing you to listen to your music is a gadget. So Radio was a gadget, TV is a gadget, you define an orchestra as a gadget or a music instrument also as a gadget. We can extend your definition to a device allowing any kind of entertainment is a gadget. This is nonsense.
    Apr 25, 2015. 07:30 PM | 3 Likes Like |Link to Comment
  • Apple: LinX Acquisition Addresses A Hardware Risk  [View article]
    If you don't understand the meaning of a superior eco system that means that you are a) a geek & do not needs your devices to run so seemlessly togethere without problem or, b) you are blind or, c) you don't want to see
    Apr 19, 2015. 07:05 AM | 1 Like Like |Link to Comment
  • Dumping Apple Makes Sense For Immediate Income Growth  [View article]
    @ Author. Unlike you, i think that Apple is a stock to buy and hold for long time. I first bought Apple in 2007 at $16 split adjusted and despite the 2008 crises (I added some at $13 split adjusted in 2009) and then the late 2012/2013 irrational dumping (I added some more at 63 in june 2013) I have made a 900% gain in less than 8 years on my original purchase & 1000% on my purchase of 2009 & 100% on my purchase of june 2013.
    Never sold.
    Please tell me which one of your dividend stock would have given me such a return ?
    Apr 13, 2015. 05:07 PM | 8 Likes Like |Link to Comment
  • Dumping Apple Makes Sense For Immediate Income Growth  [View article]
    @ author. The gain/loss of a porto folio is it's stocks gain/loss plus the income coming from the dividend. Any one managing a porto folio is judged by his overall performance compared to a given benchmark. You cannot seriously say that only the income matters to you whatever the performance of the porto folio. If your porto folio's loss is 10% while your dividend income is 3% your performance is -7%. Simple math.
    Apr 13, 2015. 04:53 PM | 8 Likes Like |Link to Comment
  • Apple Watch reviews arrive; SocGen downgrades to Hold  [View news story]
    The full review is very positive.
    Apr 8, 2015. 06:03 PM | 2 Likes Like |Link to Comment
  • Surface 3 And Apple Watch - Red Oceans Vs. Blue Oceans  [View article]
    The watches already in the market are +/- irrelevant because do not sell a sizable number. The total market open to them is very small because what they offer is either so little or so niche.
    Apr 4, 2015. 10:20 AM | Likes Like |Link to Comment
  • Surface 3 And Apple Watch - Red Oceans Vs. Blue Oceans  [View article]
    The ecosystem is very poor.
    Apr 4, 2015. 10:10 AM | Likes Like |Link to Comment
  • Apple Watch: Revenue Projections  [View article]
    You certainly are right until you are proven wrong. Steve Balmer said the same when the Iphone was launched. Lets wait & see.
    Mar 31, 2015. 07:38 AM | Likes Like |Link to Comment
  • Why Apple's Slow Response To Disruptive Streaming Music Market Matters  [View article]
    And you suggest that those talents at Apple didn't realise that the beats acquisition was an error.
    Personaly, i think that people leading Apple know much better than us what they are doing especially with all those talents in every sector working for Apple.
    Mar 30, 2015. 05:03 AM | Likes Like |Link to Comment
  • Apple: Debunking The Recent Cowen Survey  [View article]
    Mr Blair : Your article is prior to IP6 launch and irrelevant.
    Either, you do not read carefully the sources to which you refer and therefor you mislead readers by negligence or, you know what you are doing. In the last case you are trying to ch--ea--t.
    In this case, you are not too ho--nn--est.
    Mar 25, 2015. 08:20 PM | 33 Likes Like |Link to Comment
  • Apple's Sane Advantages  [View article]
    You are right if the product becomes commoditized for example with a car or the PC. But, some brands stay away of commoditization. In the car industry MB or BMW sell well at high price high margin whereas other struggle for pennies.
    Same for the watch industry where few names make money when others try to survive.
    Apple avoids the commoditization since ages. They have proven that the extra quality & the good users experience together with the ecosystem keeps the Apple devices away of the commoditization.
    Samsung is to be compared to Lexus.
    Mar 20, 2015. 07:08 AM | Likes Like |Link to Comment
  • Apple's Sane Advantages  [View article]
    In fact, your anti fanaticism is getting way out of your hand and obscures your reasoning. From most of your articles, it is obvious that you are searching deep to find a reason why Apple shall fail. And most often, you are biasing the facts to match your final goal.
    A more sane approach would be to 2 sides of a statistical data.

    You are probably right that some Iphone buyers use the resell value of their older iphone for the down payment but, in most families like mine, the older iphones are recycled to youner persons of the family or the less techies.
    And, it is probably right that the higher appeal of the new iphone is the main reason of quicker depreciation of the older models. So Samsung older models price appreciation is a clear indication of less demand for the new model.
    Mar 20, 2015. 06:36 AM | Likes Like |Link to Comment