Seeking Alpha

danzada

danzada
Send Message
View as an RSS Feed
View danzada's Comments BY TICKER:
Latest  |  Highest rated
  • Some Apple (AAPL +1.7%) commentary: 1) Respected NYU valuation theorist Aswath Damodaran thinks there's a 90% chance Apple is undervalued, and dares investors to buy. "It is easy being a contrarian value investor, in the abstract, but much more difficult to be one in practice." 2) Raymond James notes the gap that has opened up between the iPhone's performance in the U.S. and elsewhere. While AT&T and Verizon's Q4 iPhone sales rose 25% Y/Y (sales of all other smartphones fell 2%), international growth is expected to fall to 15% in Q1 (below the market's growth). [View news story]
    I think that's looking at it the wrong way. The US has been exposed to smartphones the longest, and the fact that everybody is switching to iPhones just shows that they work much better than Android's patched together garbage.

    I used to be a huge android fan boy, but after 2 glitchy phones (which were the most expensive Verizon offerings other than iPhone) I've decided that this is my last Android phone. And I'm not the only one.
    Jan 29 03:54 PM | 1 Like Like |Link to Comment
  • Global Smartphone Trends Leave Little Room For RIM [View article]
    See, you're willing to switch because you've yet to own an iPhone, where as most people who've owned an iPhone say they won't leave it.

    Android should be more afraid of BB than APPL, but I think Android is so entrenched now that BB has no chance.
    Jan 29 03:47 PM | Likes Like |Link to Comment
  • Apple's China Growth Not As Strong As It Appears [View article]
    Only billions of dollars dude.
    Jan 29 03:38 PM | 1 Like Like |Link to Comment
  • Is Research In Motion's Impressive Surge About To End Badly? [View article]
    I've never seen a parabolic rally not crash... especially when little has fundamentally changed during the rally.
    Jan 29 03:19 PM | 3 Likes Like |Link to Comment
  • Apple (AAPL) apparently goes after enterprise users, announcing the release of the 128GB version of the 4th generation iPad with Retina display (available Feb. 5 for $799). Whither the MacBook Pro? Shares +1% premarket. (PR[View news story]
    Maybe in terms of the cpu (i doubt it), but no gpu from 03 can handle anything near the retina display. The graphics on my 4th gen ipad rival those of the xbox 360 when you take resolution into account imo
    Jan 29 11:01 AM | 4 Likes Like |Link to Comment
  • Apple: The Absurdity Of Market Expectations [View article]
    Seriously... What do people think all that extra R&D money is being spent on? Ways to drive the stock down further? Rofl.

    I'm predicting an iWatch will be released soon. And something like that barely requires any R&D spend.
    Jan 25 04:42 PM | 1 Like Like |Link to Comment
  • Don't Believe The Hype: Apple's Growth Story Is Not Over [View article]
    I'm really liking those charts you posted. I really can't see Apple going very much lower, and I feel that most investors are just waiting for the dust to clear right now.

    All it takes is one announcement from Apple, which is actually due pretty soon, and that ramp up will be here.
    Jan 25 12:48 PM | 6 Likes Like |Link to Comment
  • Apple's Shares Are Approaching A Bottom [View article]
    I tried the big phone thing. Needing to use 2 hands is a pain... I'll take the iPhone 5 now.
    Jan 25 10:47 AM | Likes Like |Link to Comment
  • Cramer's Mad Money - Apple's Arrogance (1/24/13) [View article]
    How do you know they're not planning any acquisitions? They may just be saving up to buy half of the cable content providers all at once and then providing that service insanely cheap on only Apple devices.

    Or not.

    Point being is that they could do something insane like that, and they're the only company that can.
    Jan 25 09:43 AM | Likes Like |Link to Comment
  • Cramer's Mad Money - Apple's Arrogance (1/24/13) [View article]
    Apple is a growth company, I think raising the dividend anymore would signal that they've run out of ideas and are trying to change into a value company.

    Apple's growth is nowhere near over. I have a feeling they have some paradigm shifting ideas for that uncommitted hundred billion that only a company like Apple could implement.
    Jan 25 08:58 AM | 1 Like Like |Link to Comment
  • Apple's Earnings Fall Is Completely Unjustified [View article]
    I think it's reassuring that Apple still feels like it needs more cash... they have some BIG ideas.
    Jan 24 05:05 PM | 1 Like Like |Link to Comment
  • Apple's Earnings Fall Is Completely Unjustified [View article]
    More people are ditching Android now than ever before. I used to be a huge Android fanboy but I finally grew wary of their crap. iPhone actually works whereas Android still feels like a beta phone, even on the best hardware.

    I'm a huge tech geek too and actually work for one of the large Android manufacturers.
    Jan 24 05:04 PM | 2 Likes Like |Link to Comment
  • Apple's Earnings Fall Is Completely Unjustified [View article]
    I truly believe that Apple was doing its best to guide correctly, and continually surprised itself.
    Jan 24 05:01 PM | 2 Likes Like |Link to Comment
  • Apple's Earnings Fall Is Completely Unjustified [View article]
    Once Android incorporates mouse use, Apple will have no choice but to release it as well, unless they beat android to it.
    Jan 24 05:00 PM | Likes Like |Link to Comment
  • Apple's Earnings Fall Is Completely Unjustified [View article]
    Emotional would be if the P/E was at NFLX or AMZN levels. Apple's P/E is insanely oversold right now - that's emotional in the opposite direction.
    Jan 24 04:41 PM | Likes Like |Link to Comment
COMMENTS STATS
136 Comments
307 Likes