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  • Why Xiaomi Is Not A Threat To Apple [View article]
    The thing that makes Apple a great system is the seamless melding of the hardware and the software. There are three pieces that make the handset great: Software, Hardware and Integration. Then there is the support and the "Ecosystem" apps, and iTunes which also attract customers. The writer did not even mention the operating system in that long article. I suspect the writer is writing about a product that he has not even touched.

    Apparently GoodmanHK actually tried to look at one and the seller recommended something different. That could be a supply problem or a telling comment on the quality of the handset. It was not clear if Goodman actually got to try one.

    If Xaiomi is operating on Android, it is just another cheap Android phone that looks like an Apple product.

    The writer goes on to say that Apple will crush estimates but does not give much explanation. Very little substantiation. No explaination of sales expectations vs actual sales. Is he psychic? Should I trust his "beliefs"?

    This sort of article is becoming the norm for Seeking Alpha. Very little information or insight but a lot of words. Seeking Alpha is getting close to the automatic Junk Email folder. I wasted more time on this than I should have.
    Jan 19, 2015. 06:43 PM | 1 Like Like |Link to Comment
  • Why Xiaomi Is Not A Threat To Apple [View article]
    The thing that makes Apple, Apple is the tight integration of the software and the hardware. The software is a key element. The writer did not mention that in this long article. The writer apparently has not had one in his hand to compare the two. Only one of the commenters (GoodmanHK) had access to one, and the seller recommended another brand. It wasn't clear if Goodman even had the chance to opperate one. If the Xiaomi is running Android, its just another cheap Android phone.
    Jan 19, 2015. 06:19 PM | 1 Like Like |Link to Comment
  • Microsoft And Windows 10: Release Date, Price And More [View article]
    This article is what is wrong with Seeking Alpha. An "analyst" takes vauge, somewhat old quotes from two persons (Turner and Meyerson) mixes with opinionated assertations (Windows 8 a failure) and fluffs it into a couple of hunderd words. Its the same thing I used to do trying to get my word count up on a high school social studies term paper. The article was originally published about 3 weeks ago and shows up in my mailbox today. Waste of my time. Even worse I wasted additional time venting.
    Dec 29, 2014. 01:26 PM | 2 Likes Like |Link to Comment
  • Microsoft And Windows 10: Release Date, Price And More [View article]
    An awful funny comment.
    Dec 29, 2014. 01:13 PM | 1 Like Like |Link to Comment
  • More on Boeing's Q3 results [View news story]
    After taking a look at the actual statements the operating cash flow is way down for both the quarter and the prior nine months. I am not sure how this could be with earnings and margins up unless there have been some huge unreported expenses. What am I missing?
    Oct 22, 2014. 02:14 PM | Likes Like |Link to Comment
  • More on Boeing's Q3 results [View news story]
    I don't understand the drop. Is there something hidden in the results that I missed? I would have guessed a programmed sell anticipating bad news but it has dropped even more after the numbers were released. I would buy more but I already have too many eggs in that basket and I am looking for an opportunity to sell some.
    Oct 22, 2014. 01:45 PM | Likes Like |Link to Comment
  • Microsoft Is Threatening To Break Down [View article]
    That was a whole lot of nothing. Contradicting information and no explanation. Poorly written, I have no idea the point that is being made.
    Oct 15, 2014. 11:35 AM | 10 Likes Like |Link to Comment
  • Apple Set To Lose Big Time In EU State Aid Case [View article]
    How can Apple be held liable for complying with the local laws? The EU has a longstanding complaint against Ireland for setting corporate tax rates too low. Since Ireland refuses to accommodate the EU, the EU's new strategy is to harass companies that do business from Ireland. Its pretty sleazy even for the EU.

    The EU is a flawed concept. If the union is going to continue they have to restructure. All members will have to have identical tax structure, all will have identical social spending, limits will need to be placed on deficit spending. Until then the member countries and the EU residents will do whatever is in their own best interest, not what is in the best interest of the EU.
    Oct 2, 2014. 01:34 PM | 9 Likes Like |Link to Comment
  • Boeing: The Airbus A330neo, A Real Competitor For The Boeing 787? (Part 5) [View article]
    To Eddie: Boeing's big mistake was not renewing it's product line under the "leadership" of Harry Stonecipher. It really did let Airbus into the market. He chose to use the money to try to inflate the stock price with buybacks. It was short sighted and worst of all it did not work. But he was, maybe still is, the largest stockholder so if it worked it would have been self serving.

    A general comment on this series of articles. All modern jetliners will perform about the same using the same technology engines. You can talk about it forever, in any kind of detail you want, but it is a fact. At that point it becomes a issue of which aircraft fits their route better (capacity, range, speed, turnaround time, etc), maintenance/repair costs, off-optimum performance, customer support, acquisition cost, existing fleet and delivery time. If an aircraft is not a good match for the routes, say it runs 10-15% empty, there is no way it will make money regardless of fuel consumption. Can it do the high density route without a stop? Do you really need the range if you are going to have make the stop anyway? Very few routes use the aircrafts extreme range. The 787 tried to address maintenance costs as a priority. If successful that saving should show up in about 10years. Delivery times stretching out 5 years is a big consideration. Cost and financing are always near the top of any decision chart. The next generation of Boeing/Airbus aircraft will have next generation fuel consumption. The 737/A320 performance/size/range is so similar that the aircraft are practically indistinguishable. The choice will come down to the other issues.
    Sep 18, 2014. 05:05 PM | Likes Like |Link to Comment
  • A 10 Year Old's Take On Microsoft's $2.5 Billion Purchase Of Minecraft [View article]
    The question is: Will Microsoft use the acquisition to broaden it's "ecosystem"? I hate that word, someone should coin a new term, but it is descriptive. Microsoft needs to attract users at all ages, at all levels of proficiency, for all tasks, for all types of entertainment, on all platforms. There is a lot of crossover. If someone buys a Surface table to play games on, it is likely they will use it later for work related tasks. If they use Minecraft, you have a better chance at selling them another media related products (music, video, porn, whatever). If they use MS products when they are young they will probably use them as adults. It is the Apple model. Apple also makes it hard to "escape" the ecosystem once you get established. I think the Apple model predatory but it is a business strategy. I hope this is a step in an overall business strategy for Microsoft.
    Sep 18, 2014. 03:36 PM | Likes Like |Link to Comment
  • Apple Watch: Disruptive, Profitable, And Yes, The Next Big Thing [View article]
    It is a good looking watch. The initial sales will be the fan boys. After that sales will be by word of mouth. I might be interested in the sports version. The primary factor is how well it works. Does it reliably record your pulse? What is the real battery life? Do you have to have the iPhone on you person for all functions, some functions or just to download the data? After that is just a list of features and how many of those features are really useful. I bought Apple years ago when my kids were buying iPods, downloading music and would not touch anything else. They love every Apple product and service. I will have to see how they react to the new watch before I buy/sell any Apple stock. Each of them will own the watch within a year.
    Sep 9, 2014. 07:23 PM | 3 Likes Like |Link to Comment
  • Boeing -1.5%, nicked by first Underperform rating since 2009 [View news story]
    Plus side: The HUGE backlog. That should get them through the next couple of years without a production break or slowdown. Provided there are not mass cancellations.

    Negative side: When the buyers panic they do it as a group. If the leasing companies start canceling orders get out quick, the airlines will be quick to follow. The leasing companies have a lot of aircraft on order and have a lot better visibility on aircraft demand than anyone else. Maybe even Boeing.
    Sep 2, 2014. 01:36 PM | 2 Likes Like |Link to Comment
  • Why I Will Start Social Security At Age 62 [View article]
    This is the exact story with the exact table (minus cola) that I have been showing people for years. There must be 2 or 3 stories on Yahoo each week extolling the benefits of delaying SS payments.
    Aug 26, 2014. 04:48 PM | 1 Like Like |Link to Comment
  • Why I Will Start Social Security At Age 62 [View article]
    I have been telling people this same story for years with almost the exact same break even chart. I did not include historical cola's. This is exactly opposite what most retirement planners tell people. I can't count the number of articles I have read on yahoo saying it is best to wait until 70 to start taking payments. I am beginning to think there is a national conspiracy to get people to delay Social Security because its cheaper for the govt.
    Aug 26, 2014. 04:38 PM | 4 Likes Like |Link to Comment
  • This Rival Makes Boeing Look Overpriced [View article]
    The real question is do you want to invest in any aircraft maker. Boeing has a huge commercial backlog. Boeing has had huge backlogs is the past and they can evaporate very quickly. When things go bad for the commerical carriers its generally industry wide and it hits all the carriers. When the aircraft lease companies start to cancel orders sell Boeing. They bought aircraft based on future needs of the airline, when that need goes away expect the airlines to cancel their direct purchases.

    LockMart is in a similar fix with a different kind of customer. The F35 is a capable aircraft but it is going to cost way too much. Expect some of the overseas customers to cancel the next time the price increases. Lockheed will have the same problem it had the F22 and B2, if you don't build enough of them the price per each escalates very quickly. When that happens the bottom will fall out of the oversea market in a flash. If the US reduces it projected order for the F35's, sell quick it will only get worse as cancellations cascade.

    Which is more at risk Boeing commercial business or LockMart's military business? I think Boeing has the better future. But both need economies that can afford new aircraft. LockMart in particular can't afford to screw things up worse than they are already. They are on the brink and their fate is in their own hands.
    Jul 15, 2014. 01:40 AM | Likes Like |Link to Comment