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  • Merck's HCV combo shows 99% cure rate in HCV-1 patients with advanced kidney disease [View news story]
    it's actually only 95%
    Apr 24, 2015. 09:25 AM | 1 Like Like |Link to Comment
  • Can Apple Continue To Grow At 11% A Year? [View article]
    ahaha apple just got another powerful advertisment MICROSOFT, AGAIN paid for!
    after the NFL-thingy where ppl refer to surface as "ipads" cnn does it too:

    microsoft can't even sue because of the streisand effect LOL
    poor microsoft - though am bullish on 'em 2
    Nov 5, 2014. 06:34 PM | Likes Like |Link to Comment
  • Can Apple Continue To Grow At 11% A Year? [View article]
    only emmentaler has holes.
    you clearly know as little about cheese as you know about 'bout apple.
    the fact of the matter is apple can't keep growing at 11%.
    they are poised to grow at >11%.
    apple's ecosystem is growing so strong, even osx/imac/macbooks are taking off!
    for all those of you who have no clue: apple is still in it's desktop/laptop infancy.
    apple pay faces some unsurprising backlash from merchants who want to snoop on payments and push their own, already, prior to release, hacked system.

    consumers, even applers, will see thru this and it's not unlikely they will punish walmart not for exploiting their workforce but for interfering with their payment preferences.

    apple, selling highly overpriced services and products, has no need to snoop on their users. they cleverly communicate this and ppl (except for the thugs at #nsa etc) are loving it.

    likewise, apple's virtual sim (which some whip-swinging carriers try to fight) will eventually change the game as soon as a significant portion of customers learn who is screwing them over!

    i bought my last apple product over a decade ago. but even i am tempted to get an ipad so i can store all my SIMs on one device which is extremely handy when traveling.

    a lot of ppl overlook, that ipad sales have been awesome, surpassing every other devices in regards to volume sold in initial years.
    and a ton of ppl have been waiting for touch id to be added to all pads - this has now happened.

    likewise: that ipad users are still happy with their devices after 3-4 years is a GREAT GREAT GREAT thing! every single device in use is even more free publicity than apple gets anyway!
    try to find someone who uses a 3-4 years old droid pad....

    and last but not least, i'm even considering the new imac with its incredible screen and resolution!! a lot of ppl don't realize that osx appeals not just to architects, designers, audiophiles but also to linux/console geeks (which includes programmers) and design-fetishists.

    itunes & their appstore is not a goldmine, but a diamond mine!!

    google can only dream about having customers who are willing to fork over so much money for some apps.
    PLUS: there are quite a number of impressive, industry-leading apps, many of them exclusively apple, that has a lot of creative minds raving!

    but the best part yet: apple has implemented avantgarde syncronizing features (which enables you to continue presentations and other stuff just as you've left it on another devide)that will tempt even microsoft-desktop users who got an iphone, ipad to get an imac and vice versa.

    the golden age has just begun.
    Nov 5, 2014. 03:46 PM | 5 Likes Like |Link to Comment
  • Why Carl Icahn Is (Kinda) Right About Apple Stock [View article]
    not a bad article
    but it's _not_ just new iphone buyers who can buy a watch.
    apple has always been strong selling to existing customers.
    apple is a religion.
    and whole continents are still patiently waiting to join in.
    Oct 13, 2014. 12:18 PM | 4 Likes Like |Link to Comment
  • Apple: Record iPhone 6 Pre-Orders Versus No China In 2014 [View article]
    @bill, why aren't you owning any apple then?
    Sep 18, 2014. 10:24 AM | Likes Like |Link to Comment
  • 3 Reasons The Apple Launch Disappointed [View article]
    oh my god!

    since when is steve jobs a visionary?
    only ppl outside of tech think so.

    tim cook does exactly the same as jobs in terms of strategy and timing.
    the only difference is: cook has to do it in the leak-age while jobs could still surprise ppl.

    the first iphone was faster, had swiping and multi gesture - that was about it.
    nothing revolutionary at all.
    itunes: nothing revolutionary.
    etc etc.
    the last revolutionary thing out of apple was their crappy one-button mouse!

    the first mac was NOT the first personal computer - it was just the first commercially successful.

    in the past, apple managed to drive it's valuation from 2-3$ to over 700$ WITHOUT presenting ANYTHING revolutionary.
    i couldn't disagree more with the author when he says "However, until the company brings in a truly visionary leader or management team it will not achieve the growth necessary to become the planet's first $1T (as in trillion) company"

    that is utter non-sense! in the past, they fared very well just by focusing on marketing, image and vendor lock-in. their few-features software is loved by their few-features-need-audi...

    apple will grow with the 3rd world. even if apple loses market share to android, that doesn't mean they can't increase their sales (for demographic reasons).

    also consumers reception of yesterday's launch is overwhelmingly positive - including journalists who have traditionally been tech-unsavy not unlike the author of this article.
    Sep 10, 2014. 05:06 AM | 1 Like Like |Link to Comment
  • Apple Watch Is Out... Investors Should Watch Out [View article]
    ppl who wear rolex seamasters and default cartier watches should not analyze tech and keep their "taste" to themselves ^^ it's like bragging to a gourmet round about having eaten a bigmac. on second thought: even the seamaster looks better than this ugly cartier watch.
    i would rather wear a chinese mao watch for 1$ (which has style) that is broken after 2-3 days.
    that you wear a 4K watch simply means you never invested into apple ^^

    i have long laughed at apple fanboiz simly because they have no clue about technology and because apple is behind 2-3 years (not just with NFC).
    but compared to apple investors, apple fanboiz are really bright. (and yes, i'm one of those apple investors and NO i do not exclude myself from my unkind words).

    there's just 2 things you have to know:
    the apple sect is doing well.
    android is not much of (if any) a competition because of apple's ecosystem (vendor lock-in) successfully traps users (especially itunes). apple customers can be compared to children of religious parents: their chances of becoming truth-aware are little to non-existant.
    also the iphone is perceived has having a brag-factor - i mean even a fugly cartier watch does (after all you pay 4000$ for a watch worth 500$, aka "snob effect") more money is wasted in poor taste than with an elegant swatch.
    and especially ppl in 3rd world countries are keen on bragging and imitating westerners - and they don't even shy away from selling a liver in some cases). and its only apple who really has that image. in asia i've rarely seen an android - but lots and lots of gross louis vuitton bags accompanied by cr'apple's iphone.
    imagine you were rich and asian: would you really buy a well-priced chinese phone?
    wise people will. the other 99% won't.
    Sep 10, 2014. 04:54 AM | 3 Likes Like |Link to Comment
  • The Key To Understanding Twitter's Bizarre Price Fluctuations [View article]
    i find this article very very interesting.
    the only thing this article does not answer, ravi, is how you arrive at statements such as "In month of November, smart money was accumulating Twitter's stock" or
    "Again, the smart money started buying at a low risk level."
    is this based on your interpretation of the charts or do you have numbers to support those claims concerning "smart"moneys buy-in and sell-out points?
    Sep 9, 2014. 05:48 AM | Likes Like |Link to Comment
  • Apple's iWatch Is About Data First, Fashion Second [View article]
    non-sense. it's precisely ppl who think like you, rodcell, who missed the swatch-watch-boom. (well-priced (not cheap - they keep working) watches for around 50USD)

    watch-enthusiasts COLLECT them! and ofc also watches in other price segments. so CEOs will expect them to buy V1, V2 etc. - which is EVEN the case with smartphones! the other day i talked to a guy who will buy samsung's alpha - he now owns the s5 - and he is NOT rich at all (just because of some show-off-rather-useless features he will invest another 800USD.). now IMAGINE what a rich person will do! let me tell you: a rich person will buy the iwatch in EVERY color available and even have some colorized specifically for him. whenever there's a new version coming out, he will give the older version away or to his kids - although most rich idiots buy the latest and best for their kids. wannabes will even wear 2 watches simultanously. Lagerfeld bought himself dozens of ipods - one color per music genre. swatch makes BILLIONS with unexpensive watches and will continue to do so.
    most brands mentioned here are not truly luxury brands.
    even highend watches (10K USD and above) from patek philipp need maintenance (according to patek philipp).
    moreover: snobs prefer mechanically-driven watches which have to be wound manually if they are not wound from arm-movement. the occasional push/winding up mechnically-driven watch gives you another (bad) excuse to show it off.
    most ppl who enjoy mechanical luxury watches hate technology - as many quartz watches outperform in precision. this is also true of apple users who enjoy being on a locked down platform with little configureability (or positively put: with little/no need for configuration).

    when ppl buy overpriced hardware - be it audio, smartphone, computers, etc., they not seldomly do so because of what economists call the "snob effect" (the desire to pay more just so you can show that you can - 150$ for a glass of champagne in a nightclub is an example).

    let's assume (incorrectly) that you are right about the attitude of the industry and no watchmaker is keen on it: well then we might refer to apple as a watchmaker soon and read about traditional watchmakes going bankrupt a bit later.

    in the long run, there is no reason why a patek philipp for 1mio USD, with mechanical base, should not also have some "smart" features.

    heck maybe even some1 finds a way to implement certain "smart" features on a mechanical foundation (which would be stupid/nostalgic). but no matter how stupid/nostalgic it is - some ppl really get excited over such retro-innovations.

    the IT industry, especially william gates, used to think that the internet is just to download porn and linux is just for IT students - this site is hosted on linux and few of us have downloaded porn on the net today.
    in today's crowd-funded world, the attitude of established players is less and less important.
    Aug 26, 2014. 10:38 AM | 1 Like Like |Link to Comment
  • Apple's iWatch Is About Data First, Fashion Second [View article]
    that is not an argument as time is omnipresent in modern environments.
    Aug 26, 2014. 10:08 AM | Likes Like |Link to Comment
  • Is Overvalued InvenSense A Sell Going Into Earnings? [View article]
    a link to your latest article would not have hurt.

    @Akshansh Gandhi
    it would not have hurt to mention when the earnings release is expected. maybe at the time of writing it was no clear - but it is now.
    Jul 28, 2014. 07:42 AM | Likes Like |Link to Comment
  • 3 Solid Reasons To Buy AMD After The Crash [View article]
    there's no better way to lose money than waiting until after it rebounded ^^
    Jul 21, 2014. 08:03 AM | 6 Likes Like |Link to Comment
  • Why I Shorted InvenSense Inc. [View article]
    oh really bbloomlu?
    am up 10%.
    Jul 4, 2014. 10:34 AM | 1 Like Like |Link to Comment
  • GoBroke With GoPro [View article]
    hello redrut
    hello james5

    @james5 & @redrut : options will be available from next week? if this is true, how can redrut disclose to already be shorting?

    i tried to short GPRO after it skyrocketed during the first 20-30mins of yesterday's market opening. but i failed to do so - not finding any options thru my broker or google. can you help me out?

    thru which broker are GPRO options already available?
    thanks in advance

    1. it's a camera: YES. and that's a strength in my eyes. remember the iPOD? you would have said "it's an mp3 player". nope. it's _THE_ camera.
    who are the customers? let's say they are not tech-savy. they are not anything-savy. they would not even care to remove the "GoPro" references from their uploads! and that's GoPro's strength. their customers are like a bot-army of digital-mouth-to-mouth propaganda. they will gain more market share. they can even step on the gas by hosting events the way red bull does! ppl do NOT say they are buying a "action camera" - they say they buy a GoPro!
    i think you're completely unreasonable in making reasonable considerations!
    customers do not care to find a better offer.
    another good comparison are those garbage headphones that Dre sold to apple. beats. worst audio quality. you can get a superior headphone for 40USD.

    GoPro is a brand, a lifestyle, a cult. ppl who buy a gopro do it as follows:
    they check which gopro models are available. then pick 1.
    i would expect them to be unreasonable and NOT check ANY alternatives - just the way apple fangirls do. if you already own 1-2 apple products, chances are that you will not even consider non-Apple-products.
    that's how strong their vendor-lock-in is!

    GoPro has now enough cash to build innovative complementary services for their users. i.e. a marketplace to monetize their filmed content.
    also they can create a HUGE variety of EVENTS! remember: a gopro can not only be used to film stupid, reckless stunts - it's also an awesome option to capture wildlife, your pet, your cheating husband, your science project etc.
    now GoPro could double their sales if they gave users a way to monetize their movies efficiently.

    also consider that 90% or all action recordings that are popular _these days_ were filmed with a gopro! the amount of gopro-filmed, billion-times-shared content will make it near-impossible for any competitor to catch up!
    customers are loyal to companies they perceive as "to be wining". they are hesitant to buy underdogs. and GoPro has the nimbus of being a de facto standard.

    there are also complementary goods being produced for the GoPro by other leaders. one company just released a special filter incl. "socket".

    why should we ignore reason?
    because from a reasonable point of view, all those tech-hating newbs should be buying an airdog - which makes a GoPro look like something your grandma used.
    "too bad", that these days, good ideas do not need private equity money and can keep all their profits to themselves thanks to kickstarter and indiegaga.

    if you are invested in GoPro, do not share above link ;)
    Jul 4, 2014. 10:17 AM | 1 Like Like |Link to Comment
  • Tesla Opens Up Its Patents: What Altruism? This Is A Strategic Move [View article]
    i have very little to criticize here.
    the author could have mentioned the PR-effects of this move more. fanboi-posts (by many non-investors) on G+ read like this:
    "Where do I sign up to give all my money to Tesla?!"
    "Fantastic! Here's to progress for the sake of progress not profit! "
    "You have to be really grounded and forward thinking as a company to make moves like that. That's awesome to see Telsa make moves like that. We need more companies like that."
    "Ok, I'd enjoy working for this unique and proactive company. "
    "this will drive innovation. and e cars will be significantly affordable for everybody in the near future. way to go +Elon Musk "
    there are few negative/critical comments. how this translates to $$$ has been shown by apple. tesla is not a company anymore. it's a symbol, an ideology with it's own FAN(atic)S!

    altruism _is_ a strategy.
    altruism does not exclude benefit for yourself or your company.
    altruism _would_ mean, that yourself and your company do not play a significant role in a decision.
    we do not know if this was an altruist move, only elon or someone very close to him could know - or not even elon himself (sub-consciousness).

    however this did not diminish the quality of this article (which is not philosophic).
    Jun 13, 2014. 11:25 AM | 2 Likes Like |Link to Comment