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  • 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
  • Apple Is The Big Winner In The IBM Deal [View article]
    MSFT gained because of 18000 job cut announcement.
    Jul 17, 2014. 12:22 PM | 3 Likes Like |Link to Comment
  • Weak Smartphone Markets May Disappoint The Apple Bulls [View article]
    Michael Blair will not change whatever Apple company or stock does. MB is long blackbury with a non existing market share & even less profit share but shorts Apple whatever Apple's profit share on the assumption that Apple's market share is shrinking. He doesn's care about the growth of the overall smatphone market & the growth of Apple's sales both numbers sold & $ gained. He only focus on Apple's market share. A percentage obtained by dividing A = number of Iphones sold by, B = number of total smatphone sold. He doesn't understand that A can grow even if the quotiant A/B shrink because B growing faster. He doesn't understand the B's growth is mostly coming from low end smatphone sales growth where there is almost no dofference beetween a smartphone and basic cellphone. He doesn't understand that A's growth has to be compared to the volume of high end smartphone.
    I first thought that MB understands the irrelevance of his statements but he does continue posting the same arguments posts after posts, although with a different title & a slightly different way, just for collecting clicks. I was even thinking that he is not really short the stock as he claims.
    But then, after seeing him so stuburnly against the evidence article after article and how deliberately he is changing the statistical data to back his vieuws, i am now sure that he is blinded by some kind of hateress probably coming from the fact that Apple's success was built on Blackburies ashes.
    I don't read his articles anymore because there is not anything to learn there. Just a quick diagonal reading. I am more interested by blogers posts.
    Jul 13, 2014. 07:24 AM | 12 Likes Like |Link to Comment
  • Apple: The Party Is Over; Initiating With A Bearish View [View article]
    @ author. Your problem, a complete misundestanding of what a real market share means.
    A) apple is not competing with low & middle segment of the market. There is no money to be made there.
    B) on the high price segment, Apple is not racing for non usefull innovations. Those features that nobody uses are irrelevant. People use Apple's innovations. Others just load the handset with unfinished useless features.
    C) Apple bring a total solution to end users. Remember, every one is not a techy. One has to be able to use a feature without knowing how it works. Apple brings to us a complete fusion of soft & hardware.

    The stock's price follows the degree of users satisfaction. Apple's low growth margins are not even accessible to others. Look at Samsung's growth margins which are the highest of the Android herd.

    Go short if you feel so but don't try to ruin others.
    Jul 10, 2014. 04:40 AM | 6 Likes Like |Link to Comment
  • Myths Of Apple's iPhone Market Share [View article]
    @ author. I have never seen authors like you @ MB to so deliberately distort bloguers statements.
    A) Apple care about the market share but not where you & MB are so stuburnly look for. Apple care about the market share of the segment they are willing to be in. This is the segment where profit can be made. After all, the main goal of a company is to sell with profit. Selling with a loss is not a sain strategy.
    B) Bloguers do not pretend that the market share data is distorted but what they say is that, for these kind of data to have a sens it must compare apples with apples.

    You are certainly a clever man but you have to learn not to biais your opponents arguments by taking part of the argument and chabging it's sens to your advantage. Here, we are in a court where every move is permitted.
    Jun 25, 2014. 04:33 AM | Likes Like |Link to Comment
  • Apple: Worth More Than $130 Per Share [View article]
    Wow. Nelson's theory ! from where do you get your theory ? Another ignorant's assumption ?
    Which stage are Dior, Versace, Porsche, Mercedes benz, Audi, Ferrari, Hermes, Chanel, cartier, Rolex, Tag Huer, Omega, etc.. etc..
    Brands life is much longer than what nelson suggests depending how Brands are managed.
    Jun 17, 2014. 05:31 PM | 11 Likes Like |Link to Comment
  • Apple: Worth More Than $130 Per Share [View article]
    @ TS nelson. The so called iFan just showed how ignorant you are about legally tax avoidance structures. Apple as Google, etc. is acting legally. Europeans and specially the Irish need to change their laws in order to be able to tax more. The irish are reluctant because Apple, Google, etc.. create lots of jobs in Ireland. Please don't spread your ignorance.
    Jun 17, 2014. 05:19 PM | 18 Likes Like |Link to Comment
  • Dow Is Waiting To 'Buy The Dip' In Apple, But Will It Get The Chance? [View article]
    There is a scientific reason for such law when total size of a market is stagnant. If the total size of a market increases for ever for whatever reason, the law is a none sense and has no scientific basis.
    For any given product category, the limit is the market size. The growth will slow but can be sustained if the market size allows it. An increase of 2b represents 20% when a company's revenue of the product category is 10b. The same revenue increase represents only 10 or 5 or 2% if the revenues become 20 or 40 or 100b.
    The overall growth is the weighted average of each product growth.
    A new product increases the total market size and brings additional growth by creating a new market. So as long as a company innovates and brings a completely new product to the market and creates a new market it can grow.
    Jun 11, 2014. 06:50 PM | 1 Like Like |Link to Comment
  • I Was Wrong About Apple [View article]
    @MB. Again wrong assumptions : 4S has never been discounte. When the 5S was launched the 4 was discounted and a couple of month later was again put on sales in emerging countries.
    For the rest of your article, allways same wrong conclusions of the market share figures.
    Jun 9, 2014. 04:40 AM | 1 Like Like |Link to Comment