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faramarz

faramarz
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  • 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
  • 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
  • Is Apple Shifting More Toward A Luxury Brand In Some Markets? [View article]
    to author. The IP6 16GB price on Apple's french site is 709 Euros which includes 21% VAT. VAT excluded price becomes 586 Euros = $633 (mar 15th). This is $16 lower than US price. Your table gives the french site's price $99 higher than the US. How did you calculate your price difference ?
    Mar 19, 2015. 07:15 PM | 2 Likes Like |Link to Comment
  • Apple: Uniquely Well Positioned For The Future Of TV [View article]
    A 4B revenue increase is not a big deal for Apple if you take it alone. But think about some othere 1 to 4B revenue incresaes coming from the kind of ApplePay, music streaming, etc. You can add up all these small revenues & you get a final bigger revenue increase. Not counting the additional iphones sold because of the success of the side services.
    Mar 18, 2015. 07:16 PM | 1 Like Like |Link to Comment
  • Apple: Fighting The Battle That Can't Be Won [View article]
    To author. Your article can be shortened to few short sentences:
    - $ getting strong.
    - Analyst's expectations getting higher based on rumors.
    - Analysts are stupid because not taking into account the strength of $.
    - Apple's management is stupid and have not foreseen the $ strength.

    If you had better documented your article and had researched the banks forecast about the $'s expected strength, you would have realized that almost all banks were forecasting this trend of $ since almost 6 months and specially since december.
    I suppose the Lucca Maestrelli is smarter than you and most of us. Otherwise he wont be Apple's CFO. I have more confidence on LM than you and think that he has hedged well his currency income.
    Mar 11, 2015. 06:39 PM | 10 Likes Like |Link to Comment
  • Apple's Dow Inclusion Good For All Parties [View article]
    Now, Apple has to split if it reaches 300 or there abouts as Visa was obliged to.
    Mar 9, 2015. 05:46 AM | 2 Likes Like |Link to Comment
  • Notes On Cars (And Apple) [View article]
    @ MB. Your problem is that you think you know better than Apple itself what is good or bad for Apple and, you think that Apple's executives don't know what they are doing and do not understand and/or are not aware of the dangers that you forsee.
    Each of us here have an opinion about how Apple may enter the car business but, you are the only one thinking that Apple's army of engineers are not innovating and do not add any innovative feature to it's devices. You are the only one pretending that it is all coming from third parties.
    You were wrong on Apple during these last 3 years & you seem to keep on the same track.
    You are an Apple short because you seem to be so short viewed or may be totally blind not seeing the amount of innovation into each Apple device and how any other is just copying what Apple is doing.
    Mar 3, 2015. 06:10 AM | 4 Likes Like |Link to Comment
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