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davel

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  • Apple Earnings Preview: Fiscal 2014 Tough; Fiscal 2015 Looking Better [View article]
    d.) Cash-flow and free-cash-flow have been flat the last 5 quarters as unit growth in iPhones has slowed and the company starts targeting lower end tablets and phones;

    The problem with the street analysis is the obsession with marketshare. So they beat the drum on the meme of cheaper phone. Apple is selling their flagship phone in greater numbers relatively to last years phone and the street complains..


    e.) What worries me is that while the smartphone market has clearly preferred bigger screens, AAPL has resisted that progression, and that is never good, i.e. management doesn't seem to be listening to the consumer;


    How so? While there are those who prefer a larger screen and Apple may well at some point put one out, it is clearly not hurting them. I think a larger phone would be good. Older people and people with large hands could use the size. However all things being equal Apple sells its flagship 'small' phones over the competition.

    Look at the top seller in the USA market. Apple.
    Top seller in Japan. Apple. Reportedly Apple commands an 80% share of the $500+ phone market in China.

    They are more challenged in Europe but that is as expected. Southern Europe is in the dumps with the region struggling to stay out of a recession. This is economics 101. If you have no income don't spend.
    Apr 19 09:55 AM | 2 Likes Like |Link to Comment
  • Will Apple Ditch Google For Yahoo Search? Never Say Never [View article]
    Maps and search vendor are completely different.

    While I agree Apple will not go to yahoo for search for the reasons given they did the right thing in introducing Apple Maps. The execution was bad and they have made improvements since and fired the executive responsible.
    Apr 18 10:14 PM | Likes Like |Link to Comment
  • Could Guru Fund Managers Be Right On Apple Again? [View article]
    iPhone 5 underwhelming? Really? Is that why Apple sells more phones year after year? Is that why Apple makes more money in mobile than all its competitors combined? Yes. Apple surely fails. Consumers buy other products. This is why Samsungs Galaxy line can't outsell Apple.

    This line of thinking is repeated every day by the Wall Street talking heads who want to drive the price down.

    It doesn't matter that Apple continues to sell more units, make more revenue and more profits year after year.
    Apr 18 10:00 PM | Likes Like |Link to Comment
  • Dispelling Market Misconceptions Of Apple [View article]
    In the past 7 years Apple has sold more phones every year. They make more money than all the other companies in mobile combined. They sell more phones than Samsung sells Galaxy every year. The only other company to make money in mobile. If Samsung is more innovative, has better phones and cheaper phones why can't they outsell the phones from a company that is not more innovative and more expensive? Could it be that Samsung does not make better phones and consumers choose the phone that is more useful to them?

    The App Store is growing year by year. At what point will it make more money than Google?

    While other companies put out some nice software Apple is the best consumer electronics company by far. The proof is in their market leadership as well as profits. Google was going to show the world how to build the best phones until they quit and sold the business because they were losing money. Samsungs Galaxy has hit a road bump. Last year they predicted slowing sales for their high end phones and they were right. Last year they said they would introduce a 64 bit phone just like Apple. Their new flagship failed to make that prediction come true.
    Apr 18 09:20 PM | Likes Like |Link to Comment
  • Why Microsoft Is Becoming A Great Company Again [View article]
    @banmate6

    As stated long term is fungible.
    For tax purposes it is a year. In economics I would say 5-10 years or more. For a trader it can be a day.

    Considering this site has a large contingent of people using short term options and the heads on the street cater to traders I thought I would put that out. While Microsoft has increased revenue and profits over the past 10 years its price has been flat. While Apple has increased units sold, revenue and profits of its phones over the past 6 years its critics claim Apple is failing which affects the stock price. The quote from Buffet while it may hold on average is fraught with exceptions. The market is not rational unlike the narrative many like to cite. Flash crashes and other events show there is something going on with the market which in a truly balanced market should never happen and the regulators have no interest in publishing the root cause.

    May I bring up Amazon which has a long term inflated price yet is barely profitable as it is valued as a high growth company.
    Apr 17 10:18 PM | Likes Like |Link to Comment
  • Windows 8.1 Fail: Now, What? [View article]
    @wil3714

    jon808,

    "But in the course of using an iPad, it doesn't seem so bad after all, and the security gained from it is worth it. "

    Its based off of ARM arch, hhmm thought you were a programmer?? SO I guess you didnt go to the Build conference then did you?

    "The architects/programmers/UI designers over at Microsoft still largely fail to see things from the end-user's point of view in the manner Steve Jobs could see it."

    I question everything your saying makes no sense especially from a "programmers" perspective.

    Unfortunately the site does not indent responses.

    I was commenting on what I understood a comment about real programmers do not do ARM. Perhaps I misunderstood the comment
    Apr 17 10:04 PM | Likes Like |Link to Comment
  • Windows 8.1 Fail: Now, What? [View article]
    @matt Davis

    I don't believe I said anything about Apple invented the MP3 player. What they did is create a good device , an ecosystem and a price. Similar to what they did with phones. While there were many solid state music players before Apple entered with a product its critics predicted were doomed to fail, what they did was introduce the gold standard and a method to buy music when people were getting it for free. Fast forward 10 years and Apple introduces a phone its critics say would fail and it became the gold standard and created a method to distribute software and services others would copy.

    As for tablets, Apple had the Newton that while a failure as a product introduced the world to the precursor to the ARM chip and was a tablet before the iPad. It also taught Apple not to use handwriting recognition.

    It was an important product that helped teach them what not to do.
    Apr 17 09:55 PM | Likes Like |Link to Comment
  • Windows 8.1 Fail: Now, What? [View article]
    @jon808

    I think a lot has to do with price $200 for an MP3 player or phone is not too much of a reach for many.

    $5000 for a new computer is when the competition could be had for half that.

    So the long standing advantages Apple has had in quality software and software interfaces can be appreciated by people able to afford $200.
    Apr 12 09:29 AM | Likes Like |Link to Comment
  • Windows 8.1 Fail: Now, What? [View article]
    @matt Davis

    I would not be that harsh on Apple

    The Apple 2 was a strong computer

    The Lisa/MacIntosh introduced windowed computing to the world. Microsoft made a lot of money over the decades copying Apple right down to the trash can icon. Word and excel were developed on a Mac years before it appeared on windows.

    The Apple laptops were copied by the windows world.
    The trackpad for instance..

    So yes. Apple has done nothing before it reinvented the phone and created the tablet market.
    Apr 12 09:24 AM | Likes Like |Link to Comment
  • Windows 8.1 Fail: Now, What? [View article]
    @wil3714

    Perhaps what Jon is stating is that good programmers do not release incomplete programs or programs that do not serve the needs of their users as a finished product.
    Apr 12 09:19 AM | Likes Like |Link to Comment
  • Windows 8.1 Fail: Now, What? [View article]
    @wil3714

    Your response makes no sense whatsoever. Are you implying programmers do not code on an ARM architecture?

    What about the surface? Do they not discuss ARM at the build conference? Did Microsoft discontinue their ARM offering?
    Apr 12 09:17 AM | Likes Like |Link to Comment
  • Windows 8.1 Fail: Now, What? [View article]
    Mr knowitall all.

    Please walk into a retail store and see what OS is installed.

    Try going into best buy for example ( before they go out of business)

    I bought a laptop late last year. I chose a laptop that happened to run win 8. It is not like you are given a choice. And no I don't want to spend $200 to change the OS.
    Apr 12 09:13 AM | 1 Like Like |Link to Comment
  • Windows 8.1 Fail: Now, What? [View article]
    @jon808

    I like your thread

    The reason Microsft does what it does is identified by its users. Its users are gear heads. Programmers and professional IT. Apple's users are the consumer. They develop products for their respective user bases.
    Apr 12 09:10 AM | Likes Like |Link to Comment
  • Windows 8.1 Fail: Now, What? [View article]
    @michael

    This is why they have a new CEO. They have made a few mistakes on critical products.

    Vista
    Windows 8
    Mobile
    Apr 12 09:05 AM | Likes Like |Link to Comment
  • Why Microsoft Is Becoming A Great Company Again [View article]
    Since Office for iPad has been developed for years and was never released until the new guy had control and released the product.

    What does this tell you?

    Does it say that the company was able to develop and release a polished product in one month?

    Does it say the company had a polished product that it buried for years because it did not fit in with the vision and direction of the company?
    Apr 12 08:47 AM | Likes Like |Link to Comment
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