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  • Apple Analysis: Free Versus Levered Free Cash Flow  [View article]
    Nicely said but nothing to back your thesis.
    A) Mobile cariers dont subsidize. They recover through the 2 years contract more than the difference between the full and the subsidized price. They also earn much more on those phone owners who don't upgrade but keep their contract. If the upgrade cycle increses to 4-5 years, then the contract price will come down to what T-mobile is charging to it's customers. So both mobile carriers and Apple (or other hi end smartphone companies) take profit of the so called subsidized system.

    B) there is nothing to back up the so called large cap companies theory. There is not any reference to prove anything. The argument of it's defender is that the growth percentage is not sustainable. But who cares about the growth percentage. The absolute value of growth most important. Besides, this theory doesn't take into account the growth through aquisations and through new hardware & services.

    C) customers trend naturally change but clever companies can adapt themselves to this change and above all, create those changes through their new & innovative products.

    D) how can one claim tha the iwatch will be a nich market before even this product is out. What are your figures proving this statement. There is certainly no evidence the success of the iwatch but, given the Apple fan army, the bet is more in iwatch's success side.
    Dec 23, 2014. 06:22 AM | Likes Like |Link to Comment
  • Time To Eat Your Apple Pie  [View article]
    Whatwill you do if the stocks gains back it's recent losses ?
    Dec 16, 2014. 05:54 AM | Likes Like |Link to Comment
  • Analysis: iPhone Sales May Top $50 Billion  [View article]
    You may consider that the ApplePay or the watch are not revenue driving products but how do you know tgat tere aren't other products in the pipeline. We would all be gratefull to you if you could share your insiders informations with us.
    Dec 14, 2014. 05:35 AM | 1 Like Like |Link to Comment
  • The iPhone 6 May Have A Longer Upgrade Cycle - If So, Expect Unit Sales To Fall  [View article]
    Where can i find this pure law of nature ?
    Dec 7, 2014. 01:25 AM | Likes Like |Link to Comment
  • Apple: It Is All About Improving Margins  [View article]
    One person having problems doesn't mean anything.
    Nov 16, 2014. 06:39 AM | 1 Like Like |Link to Comment
  • Apple: It Is All About Improving Margins  [View article]
    Your assumptions are all based on unproven theories & your feelings but not fact & figures. May be you are going to be right one day in future but, todays facts and figures proves you are wrong.
    But, thanks for pointing out all these long term concerns. Medium term Apple's future seems bright. For the long term one should judge during the next one to 5 years.
    Nov 16, 2014. 06:34 AM | 2 Likes Like |Link to Comment
  • What Does Euro Denominated Debt Mean For Apple?  [View article]
    Apple's Eurobond will serve for foreign use. Agree with you that if Apple uses that money for sharepurchase, then they shall repay that from $ repariated or earned in USA.
    Nov 13, 2014. 04:35 AM | Likes Like |Link to Comment
  • What Does Euro Denominated Debt Mean For Apple?  [View article]
    I would have agreed with you if you had not put such a hatresse in presenting your arguments which sound also void of any sain reasoning.
    Nov 13, 2014. 04:25 AM | Likes Like |Link to Comment
  • Pouring A Little Cold Water On Apple Investors  [View article]
    I usually read bearish articles on my investments with more attention looking for arguments against my bullish decisions. I just want to cover every angle & see if & why I am wrong.
    This article didn't give me a single fact. At least MB has his "market share theory" & puts some figures behind his words.
    This author says, Apple watch will not be a success because he is not wearing one. Or Customers have to obey what a retailer dictates.
    One of the reasons that Apple sells so many devices is their customers friendly approach & their after sales service.
    As a medium size printing co CEO, we had some 20 macs for our production section & 15 Pc's for our administration and sales sections. Our running cost for those Pc's were so high and the after sales service was so bad that finally we preferred to replace our Pc's by macs. The longevity is 2 years more, the maintenance cost inexistent and no need for costly malware protection softwares. The 2nd hand price of the devices pay for the additional initial investment.
    Nov 5, 2014. 06:53 PM | 2 Likes Like |Link to Comment
  • Apple Pay Looks Vastly Better Positioned Than MCX  [View article]
    90% of those 80% do not perform as smartphone and do not have secure elements such as touchid or secure chip.
    Oct 31, 2014. 07:16 PM | Likes Like |Link to Comment
  • Record iPhone Shipments May Not Mean Market Share Gains  [View article]
    @MB, Who shall we beleive? You & your market share theory which doesn't take into account what matters: the profit share or, the Apple management who, with actual sales figures claim that they are selling more IOS devices & in many markets by more than 50% to new comers to the IOS world. I for one prefer to beleive Apple rather than you. But even if those devices were sold to existing IOS users, the old ones are changing hands and are sold to new comers. Have you ever checked the 2nd hand market of IOS devices? An IP3GS has a 2nd hand price of more than 100$ in many countries. Those 2nd hand devices go to new comers to the IOS ecosystem.
    The mats are there to be manipulated. Most often, the market poll companies forget to mention the ERROR MARGIN of their statistic figures. As a mathematician, i know how important these ERROR MARGINS are important. Depending on who has ordered the study or what final goal they want to achieve, they present the lower or the higher segment of their statistic figures. If a statitis result is say 20% +/- 3%, they can mention 17% or 23% ommiting to give the ERROR MARGIN. There is where you are fooled or, if you are aware of this fact, you try to fool your readers & this becomes....
    Oct 31, 2014. 07:24 AM | 2 Likes Like |Link to Comment
  • Record iPhone Shipments May Not Mean Market Share Gains  [View article]
    Good job!
    Oct 31, 2014. 07:00 AM | 1 Like Like |Link to Comment
  • Valuation Shortcuts For Apple  [View article]
    All you mention is theory not appplicable to many companies specially those with brand power. I can name a lot but just mention the luxury brands or car makers like BMW or, a high quality popular car maker like VW.
    Oct 29, 2014. 06:39 AM | 1 Like Like |Link to Comment
  • 3 Signs That Apple's Next Breakout May Be Its Last  [View article]
    In fact Apple is a 600 billion company.
    Oct 10, 2014. 06:33 PM | 1 Like Like |Link to Comment
  • Street tries to make sense of GT Advanced's bankruptcy filing  [View news story]
    Apple will never own GTAT & will never buy a supplier.
    Oct 7, 2014. 07:56 AM | Likes Like |Link to Comment