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  • Apple's Competitive Edge: Apple As Market Regulator [View article]
    What about others ? Did they have any big innovation at all ? Haven't they all copied Apple one way or another ?
    Aug 22, 2014. 09:26 AM | Likes Like |Link to Comment
  • Apple's Competitive Edge: Apple As Market Regulator [View article]
    The majority of Google's mobile add revenue comes from IOS devices not Android. Google's other type of add revenue (the rest of Google add revenue) is generated on Microsoft & OS platforms. Chinese market is almost closed to Google search today for evident reasons. To date, Google doesn't have any other revenue. it's other activities are all pumping money in the hope of providing something to the bottom line one day in the future. This said, Google is an excellent company with an excellent core business.

    The Microsoft model is more questionable especially when todays teenagers will hit the work market. Apple's presence in the education sector is huge.
    Microsoft will be in trouble if it's corporate market gets a hit as +/- 80% of it's revenue is generated with enterprises.

    Apple is diversifying itself to other markets (see the IBM JV), homekit, healthkit, etc. Besides,
    Apple is a brand & a unique one : unlike other brands that are expensive & are not at the reach of ordinary incomes, Apple's products are affordable luxuries to the middle class.
    As any other brand & luxury items, Apple product have a 2nd life & a 2nd hand price. The car sector is the best comparison for Apple. Apple is the BMW, Mercedes or Audi of the consumer electronics. Some car companies high end cars (sometimes full of unnecessary gadgets) try to compete with BMW, Mercedes or Audi like the Samsung S series, etc. try to compete with Apple. But at the end, as BMW, Mercedes or Audi, Apple's products keep their uniqueness. It is almost impossible to dethrone companies like BMW, Mercedes, Audi, Rolex, etc.. & Apple.
    Microsoft didn't suffer from the introduction of the disastrous Windows Vista or similar products. Their implementation in the corporate sector protected them.
    Apple will not suffer a lot the introduction of a less innovative product. Their customer base is sufficient. But, if Apple continues to launch several products not satisfying their customers then their future will be questionable.
    Apple's stock is a long term play. Especially now that an acceptable dividend is paid. The short term is emotional. Ups and downs are ineluctable & on the long term irrelevant.
    Aug 22, 2014. 07:37 AM | 6 Likes Like |Link to Comment
  • Apple's Competitive Edge: Apple As Market Regulator [View article]
    @dezee. What do you know about the long term of Apple or the new iterations of iphone & Ipad ? Please share this with us.
    Aug 22, 2014. 06:46 AM | 3 Likes Like |Link to Comment
  • Code Orange For Apple: Market Share Decline Is A Pounding Headache [View article]
    Another MB. The author has to learn to compare apples with apples. Unless he knows this & therefor he tries to manipulate with irrelevant market share figures.
    Aug 5, 2014. 06:20 PM | 2 Likes Like |Link to Comment
  • Code Orange For Apple: Market Share Decline Is A Pounding Headache [View article]
    Apple's unit sales is growing every Q not declining. The market share declines because the overall market is growing faster thank to the pseudo smartphones that do not matter.
    Aug 5, 2014. 06:14 PM | 6 Likes Like |Link to Comment
  • Apple Update: Short Interest Hits 2014 Low [View article]
    Short selling increase = more people who sold (downside pressure) in the period before = Possible obligation to cover & upside pressure if some good news but, also continuation of downside pressure if no good news.
    So short selling increase is negative for the stock if no future good news & positive for the stock if upcoming good news.
    The short selling decrease has obviously the reverse impact.

    Finally, it is a bet & depends if good news or bad news. One cannot predict it & the increase or decrease of the short selling interest has NO MEANING by itself on the behavior of a stock in future & doesn't predict anything. It is just a mesure of the sentiment of the market.

    Jul 29, 2014. 08:13 AM | 2 Likes Like |Link to Comment
  • Apple's Q3 Bonanza: The Real Story May Be Not Quite So Bullish [View article]
    @ MB. In your last articles & specially in this one, you suggest that Apple's management is manipulating the Chanel numbers in order to present better sales figures, specially better ASP.
    To me, Apple's Chanel inventory reflects the 4 to 6 weeks sales buffer that they need as a sane management. This means that the Chanel is provided with a mix of what Apple believes will be sold during the 4 to 6 weeks period. The Chanel excludes Apple's own stores stock.
    You pretend that Apple's management is dishonest & manipulates the accounts like did Enron.
    I read carefully the accounting statement of all companies in which I invest and, to this date, Apple's earning releases are the most open & honest ones. Only Apple differs revenue for future software upgrades or guarantees.
    Your articles are not only full of wrong & biased informations. They reflect also your paranoia as I prefer not to think of you as dishonest.
    Jul 27, 2014. 07:29 AM | Likes Like |Link to Comment
  • Apple's Q3 Bonanza: The Real Story May Be Not Quite So Bullish [View article]
    @MB. another reiteration of your market share theory.
    You invent sales numbers for each Iphone without any reason. But have you asked yourself a simple question: why so many people buy a 3 years old device when other devices are available to them at lower price. The answer is : They want to buy an apple device even 3 years old one.
    My question: Aren't you tired of being so often wrong ?
    Jul 25, 2014. 11:55 AM | 13 Likes Like |Link to Comment
  • Apple rallies post-earnings; Street focuses on margins, iPhone 6 [View news story]
    There is no such subsidization. It's just 200 downpayment and the rest of the phone's price paid thru contract which will be cheaper if full price of phone paid in advance. Refer to T-mobile prices.
    Career's continue invoicing full contract prices even after the 2 years period. I know many people who continue to pay their contract even after 2 years without changing their phone.
    Jul 23, 2014. 05:01 PM | Likes Like |Link to Comment
  • Apple: A Record Quarter That Slightly Disappointed [View article]
    You may perhaps see the new products this fall or during 2015 when they are ready.
    Jul 23, 2014. 06:04 AM | Likes Like |Link to Comment
  • A Breakdown Of Apple's ROE Tells A Cautionary Tale [View article]
    ROE is not a trend showing metric. ROE has to be analysed over long periods. It's peaks & dips reasons shall be found & analysed. For example, a big investment will bring the immediate return on equity down but, if it is a good investment, the metric will show an steady increase after the investment starts to bring in it's positive result.
    Conclusion. ROE is usefull but depends on how we look at it and certainly not the way the author is using it. IMHO, the author just looks at the formula and it's breakdown components without understanding the essence of what is behind. He has more to learn that to teach. He also can learn if he wants to.
    Jul 22, 2014. 04:59 AM | 1 Like Like |Link to Comment
  • Apple's Q3 Risks Are To The Downside [View article]
    Correction. The stock price tanks.
    Jul 20, 2014. 07:47 AM | Likes Like |Link to Comment
  • Apple's Q3 Risks Are To The Downside [View article]
    @MB. Same arguments under a different title. The same "déjà vu" feeling.
    MB states that 4S sales were very high but his conclusion from this is not the fact that so many customers prefere to buy an almost 3 years old phone priced higher than most middle end or low high end smartphones with a plethora of new useless gadgets on them. He concluded the exact opposit of what he is preaching (any sales is good for the market share even if useless low end or profitless any category).
    MB uses the same arguments to cash Apple or to praise Samsung, Xiaomo, etc.
    But he may be right one day. That is after the full value of Apple's innovative products is priced in the stock price. It is not the case now even if, for some self called analysts' prediction reasons Apple doesn't meet their medium forecast and the stock price peaks.
    Jul 20, 2014. 07:45 AM | 1 Like Like |Link to Comment
  • IBM Transformation Continues, Expect The Shares To Trade To $250 By Year-End [View article]
    Would you please give a link to your article. Thanks
    Jul 18, 2014. 04:19 AM | Likes Like |Link to Comment
  • Apple Is The Big Winner In The IBM Deal [View article]
    the deal cld have a huge impact on 5.5" I6 sales.
    Jul 17, 2014. 12:23 PM | 1 Like Like |Link to Comment