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Tom Wolf

Tom Wolf
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  • An End To Our Relationship With Yahoo, A New Era For Equity Research [View article]
    Mr. Hoffmann,
    Like many, I get to SA articles through Yahoo Finance headlines. My workflow is such that I spend a little bit of time each morning clicking on the various stocks in my Yahoo "portfolio" to check metrics (e.g. yesterday's closing price, pre-market information, volume, etc.) and to check on any news that might affect the stock price. That's how I discover stories from Seeking Alpha. And stories from numerous other sites. I think it's an efficient workflow - if I see multiple news sources reporting on the same event, I don't have to click on the duplicates to get informed.

    Imagine if every news organization did what you're planning. I'd have to register my e-mail address with dozens of sites like Seeking Alpha and have to rummage through my e-mail each morning, separating personal, work, and "finance news" emails. It's really not a tenable or efficient way forward.

    But I have to say, I'm not surprised. For awhile now, whenever I click on a Seeking Alpha article from my mobile, your site has been forcing me to open your "Seeking Alpha" app to read an article (despite the fact that the app is pretty brain-dead and doesn't even let me comment!) What's the point of the app? You appear to be of the opinion that people should interact with their news sources through apps - do you have any idea how unreasonable that is? Do you really think people want to install 20 different "news" apps - because each "news" organization believes its customers should read their content through their app?

    While I have enjoyed many of the articles SA has published, I'm not going to totally change my workflow - just because SA decided it knows better than me how I *should* be consuming its news.

    If your article is available via an RSS feed, I'll continue reading your articles via my RSS reader (I use "Feedly"). If not, I guess this is good-bye.
    Jul 31, 2014. 03:57 PM | 16 Likes Like |Link to Comment
  • GT Advanced Technologies' Hyperion Technology Is Laser Focused On Cancer Treatment [View article]
    Good information - much appreciated!
    Jul 24, 2014. 02:44 PM | 1 Like Like |Link to Comment
  • Apple Might Not Use Sapphire, Short GT Advanced Technologies [View article]
    I didn't see what was stated by "Tom. G.", but I'm pretty sure that Apple did obligate itself to buy all sapphire GTAT produces - I distinctly remember reading about such an exclusivity clause. But you (or this Tom G) apparently know otherwise - how about posting a link to evidence of it? It's not that I don't believe you, but it makes no business sense for GTAT to go $500m into debt and then have nobody to sell their sapphire to.
    Jul 20, 2014. 10:29 AM | Likes Like |Link to Comment
  • Apple Might Not Use Sapphire, Short GT Advanced Technologies [View article]
    You should at least *attempt* to understand something before writing uninformed nonsense like this. GTAT and Corning produce the glass that COVERS a screen. Iris is involved in improving the actual screen - i.e. The two have absolutely nothing to do with one another.
    Jul 19, 2014. 10:54 AM | 6 Likes Like |Link to Comment
  • Apple Might Not Use Sapphire, Short GT Advanced Technologies [View article]
    "...anyone that believes apple will make a 5.5" iPhone doesn't understand anything about Apple..." - I'm sure you would have said the same thing in 2012 - right before the iPhone 5 came out - i.e. you would have claimed that anyone who thinks Apple would come out with a 4" phone (at the time, iPhones were 3.5") doesn't know anything about Apple.

    There's nothing magical about 3.5", 4" or larger - I'm sure for many folks one-handed operation is still possible at 4.7". And, for some one-handed operation isn't as important as a bigger, more legible screen. Why shouldn't Apple serve the latter need by producing iPhones in multiple sizes?

    Personally, I find 5" phablets grotesque - but who am I to judge others' tastes or needs? If some grandma with bad eyes wants an iPhone because it's the most intuitive phone out there - why can't Apple sell her a 5.5" phone?

    What you should be saying is: "the day Apple ONLY makes a 5.5" iPhone, I will stop buying Apple products!"
    Jul 18, 2014. 11:22 PM | 2 Likes Like |Link to Comment
  • Why Apple's E-Book Payout Is A Catalyst For Investors [View article]
    I think the down-trend that followed the opening had more to do with (a) that it was announced that Apple agreed to pay out 400m in the eBook case and (b) the geo-political situation that affected all stocks (i.e. announcement in the afternoon by Obama about additional sanctions against Russia (remember Apple is trying to get a lot more out of that emerging market!) And today we have the downed airliner in that area of the world which is adding to the downward pressure in stocks.
    Jul 17, 2014. 03:28 PM | Likes Like |Link to Comment
  • Why Apple's E-Book Payout Is A Catalyst For Investors [View article]
    You misunderstood the comment. What was meant by "Apple has more than doubled its salesforce almost overnight" is that IBM's sales people are now selling Apple products - Apple isn't hiring more sales people!
    Jul 17, 2014. 03:24 PM | 1 Like Like |Link to Comment
  • Why Apple's E-Book Payout Is A Catalyst For Investors [View article]
    Not only is the amount of the settlement minute - as you highlighted - but, as you forgot to mention, the settlement is CONDITIONAL! I.e. if Apple prevails in its appeal of the original decision (which, in my opinion, was fraught with inappropriate behavior by the presiding judge - see Wall Street Journal's editorial: http://on.wsj.com/1pec7El), then Apple gets this money back!
    Jul 17, 2014. 10:52 AM | 5 Likes Like |Link to Comment
  • Apple Is Morphing Into A Beautiful Masterpiece [View article]
    They explained what the deal was about - and it's nothing like Knox. Apple doesn't have the security issues Android has, so it doesn't need a security "container" like Knox.
    Jul 16, 2014. 10:21 AM | 2 Likes Like |Link to Comment
  • Apple Is Morphing Into A Beautiful Masterpiece [View article]
    Then please elaborate - you didn't explain your position at all in your article!
    Jul 16, 2014. 10:20 AM | 1 Like Like |Link to Comment
  • Apple Is Morphing Into A Beautiful Masterpiece [View article]
    Yeah, I had problems understanding the author's claim that this deal is "beneficial" (her words) to BBRY. Somewhere near the end, she mentions that this deal makes BBRY a perfect takeover candidate - surely, she can't think of this as "beneficial" to BBRY? Maybe she meant "beneficial to BBRY shareholders that need a way out of the stock"?
    Jul 16, 2014. 10:19 AM | 1 Like Like |Link to Comment
  • Weak Smartphone Markets May Disappoint The Apple Bulls [View article]
    If you believe he does not believe the views he espouses, how can you call him a gentleman?
    Jul 15, 2014. 10:02 AM | 1 Like Like |Link to Comment
  • Apple Is Going To Give Corning The BlackBerry Treatment [View article]
    You make no sense. Everything Corning has said is completely true: sapphire screens *are* more expensive to produce - even with GTAT's improved technology and economies of scale, a sapphire screen is still going to cost 2-3 times what an equivalent Gorilla screen will cost. Sapphire screens *do* transmit less light and tend to break more easily, while being more scratch resistant. Referring to some home video of some dude abusing what he claims is a sapphire screen is hardly evidence against it. Even if that screen *is* Apple's next generation screen for the iPhone 6, how do you know it's pure sapphire? From what I've read, Apple may have combined a thin layer of sapphire with other layers - so this video would no longer represent the behavior of a pure sapphire screen - and, thus, does not refute in any way Corning's statements.

    I'm not saying that Apple isn't going to be using sapphire in its next iPhone - I hope it does. But comparing Corning and its statements to Blackberry's is pretty nonsensical, given what we know so far. Especially since Apple's adoption of sapphire will have a far lesser impact on Corning's future than the iPhone did on Blackberry's.
    Jul 14, 2014. 11:25 AM | 12 Likes Like |Link to Comment
  • Weak Smartphone Markets May Disappoint The Apple Bulls [View article]
    Yes - Android, the OS that doesn't actually delete everything you ask it to - you're hilarious! (Well, given that you seem to have trouble recognizing trash can icons, "stupid" was another adjective in the running :-)
    Jul 13, 2014. 09:49 PM | 3 Likes Like |Link to Comment
  • 5.5-Inch iPhone Will Offset iPad Cannibalization [View article]
    "...and its recent move to a 5.5-inch phablet..." - Apple hasn't announced *anything*, so there is no "recent move". If you want people to take you seriously, learn to write accurately.

    As far as cannibalization is concerned - and as another poster pointed out already - Apple could care less which of its products you buy, as long as the two have similar margins. But in this case, Apple would probably prefer someone to buy the 5.5-inch model rather than a mini iPad. Why? Because smartphone users upgrade their phones a lot more frequently than tablets, so this customer will come back for an upgrade in a couple years rather than 4-5 years.
    Jul 7, 2014. 10:08 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
306 Comments
706 Likes