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faramarz

faramarz
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  • Apple Pay - Nice But Not A Big Deal [View article]
    @MB. Your conclusions are as always 1/2 true. You are using those 1/2 numbers to establish your facts. Many bloggers like Anthony have pointed out more accurate numbers.
    You can short or long any stock you chose. That is your right but you are not allowed to misguide investors with wromg & falsified numbers.
    Sep 14 01:49 PM | 6 Likes Like |Link to Comment
  • Apple: Pay And Watch Offerings Unlikely To Move The Needle [View article]
    @author. Your conclusions are far to short sighted.
    a) Apple will sell far more watches that those surveys are cited by you are pretending. TC said there are already over 200M Iphone 5, 5C & 5S on the market & can be coupled with the watch. Probably 70M Iphone 5c, 5S, 6 & 6+ will be added to that number before the launch of the watch. That makes a total number of 270B iphones that can be coupled to the watch. Only 20% of those will most probably buy a watch within the 12 month after the watch's launch. That is 54M watches & IMHO it is a conservative number. The ASP will be above 400$ & the GM must be as other Apple products +/- 35-40%.
    Do the math: Net Rev. = 54M*400*35%= 7.56B which is about 1.3 $/share.
    Sep 11 05:22 PM | 1 Like Like |Link to Comment
  • Apple: Pay And Watch Offerings Unlikely To Move The Needle [View article]
    @richbar. The 41.3B net rev of 2012 was very high & unusual. Apple will resume rev & EPS growth as of 2014 (compared to 2013, 2011, etc..). The rev growth rate will not be as high as it used to be before 2012 but this is the law of big numbers. One has to take into account the dividend (return of capital to share holders) & the buyback program which improves the EPS & pushes the stock price higher rewarding shareholders.
    A company like Apple has to put it's cash into action.
    IMHO. Apple is the safest long term stock of this bull market.
    Sep 11 05:07 PM | 1 Like Like |Link to Comment
  • Apple Watch Is Out... Investors Should Watch Out [View article]
    @Pimust. Iphone makes more than 50% of high end smart phone's segment & Iphone owners spend more money than Android smart phone owners. The combination of these 2 statistical is that facts = more than 50% of mobile payment will go thru iphones. You add this to the fact that, to date, there is no secure process of payment on Android smart phones (those phones have mostly the NFC chip but not the safety protocol such as secure chip or touch ID. Calculate by yourself.
    I don't say that the adoption will be instantaneous. It will take time. But $12B payments per day x 30% going via Iphone x 0.5% fee x 365 days = $6.57B G.Rev. If Apple Share 50% of the Gross Rev giving back as incentives to the merchants & customers, Apple will have 1/2 of that revenue = 3.235B as almost net revenue. Not bad for an NFC chip, a touch ID & a secure payment protocol in an Iphone. Amazon doesn't have that profit for their total operation in an entire year.
    Sep 11 06:54 AM | Likes Like |Link to Comment
  • Apple's Competitive Edge: Apple As Market Regulator [View article]
    @ Pimust.
    We will see who want a watch on their wrist when Apple launch a so called one . If Apple launch a watch at all.
    By the way, before Ipod, Iphone & Ipad, people like you were saying the exact same thing: Even Steve Balmer said "who would want such an expensive phone".
    Aug 22 09:43 AM | 1 Like Like |Link to Comment
  • Apple's Competitive Edge: Apple As Market Regulator [View article]
    @ dezee
    Samsung is first to Smart TV or watch if one can call those a smart device.
    Apple is never first to anything. But when they come in they bring to the market what the customers want.
    By the way, in those years of non innovation since Ipad, Apple's accretive & useful features to I-devices have been very favorably received by customers.
    A companies success is calculated by the number of items sold & the profit it generates. There are few companies as profitable as Apple. Apple's so called competitors are not with the exception of Samsung profitable at all.
    Aug 22 09:38 AM | 4 Likes Like |Link to Comment
  • Apple's Competitive Edge: Apple As Market Regulator [View article]
    @ dezee.
    Same was said before Ipod, Iphone & Ipad. By the way, you seem to know what Apple is going to bring on the market. If you have any inside information please share it with us.
    Aug 22 09:29 AM | Likes Like |Link to Comment
  • Apple's Competitive Edge: Apple As Market Regulator [View article]
    @Pimust.
    What about others ? Did they have any big innovation at all ? Haven't they all copied Apple one way or another ?
    Aug 22 09:26 AM | Likes Like |Link to Comment
  • Apple's Competitive Edge: Apple As Market Regulator [View article]
    @dezee.
    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 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 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 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 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 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 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 11:55 AM | 13 Likes Like |Link to Comment
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