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davel

davel
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  • Asian Growth Sends Strong Bull Message For Apple [View article]
    @barantos

    The iPhone
    The iPad
    The touch sensor
    ....
    Sep 14 08:54 PM | Likes Like |Link to Comment
  • Apple Watch Is Out... Investors Should Watch Out [View article]
    @dezee

    My understanding is Walmart has their own solution
    Sep 14 08:50 PM | 1 Like Like |Link to Comment
  • Apple's Quality Is A Competitive Advantage [View article]
    @koryzuck

    I c your point about the phone and proximity.

    However they will have to solve the problem of security if you have internet access.
    Sep 14 08:48 PM | Likes Like |Link to Comment
  • Apple's Quality Is A Competitive Advantage [View article]
    @techenthusiast

    I agree that Apple was piling up a huge cash horde more than they can reasonably use to buy new companies or technologies or hve for a rainy day fund.

    My problem with the dividend and buybacks is two fold.

    1) they borrowed money from the street to give them a payout. I feel this is wrong. If you have to borrow to pay for buybacks and dividends you cannot afford it

    2) as soon as they bowed to the streets will the inevitable happened, they wanted more. And of course Apple gave them more.

    These actions have the effect of shutting up the street for they got paid 3 times:

    1) dividends
    2) buybacks
    3) finance costs to pay the dividend and buyback and the administrative costs of offering the deals.

    The narrative is that debt is cheap so it is no cost. But the current environment won't last forever. When interest rates move up in the not too distant future the costs for borrowing will rise also.

    Investors now expect yearly increases in a very large buyback and dividend. At what point does the costs to service these obligations affect the companies ability to do business?

    Cash has many advantages. In the downturn Apple was immune to the economy. They could invest in their present and future without regard to others, by siphoning their cash they are losing this ability.

    If they want to buy a company like Beats for $3b they can do it without telling the street their plans , why they want to do it and how. The street has no morals and will immediately look for other parties to join the fray and will trade on insider information. Apple should not have to explain itself to the street.

    For years they have advised Apple to go cheap. Apple by sticking to its guns and ignoring the 'considered' opinion of these experts has been vindicated. While others go cheap and have real threats to their viability Apple sticks to the high end and is stronger than ever.
    Sep 14 07:37 PM | 1 Like Like |Link to Comment
  • Apple's Brilliant iPhone 6 Surrender [View article]
    The new phone lineup is an iterative product that answers the demand of the Asian consumer.

    Apple Pay has the potential to be huge. If the technology is right it may be the model for all future mobile payment architectures going forward.

    Apple Watch is a nice effort. Some unique design choices makes for a nice package. There was a lot of time spent on what it can do. What they didn't do is answer why you want it.

    The iPhone showed why you wanted it

    The iPad showed why you wanted it even if the immediate use case was not as clear until you used it.

    Why do I want a watch?
    Sep 14 07:22 PM | Likes Like |Link to Comment
  • Apple Pay: The Next Big Thing In The Mobile World? [View article]
    I think Apple Pay has potential to be huge. They have the advantage of being the only vendor in the space to have stores that can show it working in everyday life while proving it is all it can be.

    In the event that there is a problem they will have end to end coverage of the whole chain to understand the problem to enable a proper fix

    If their technology is right this solution will be the model for mobile payments going forward.
    Sep 14 06:50 PM | Likes Like |Link to Comment
  • Apple Innovates But Fails To Inspire Under Cook [View article]
    These are valid criticisms.

    No one can do what Steve did. A big problem with all these presentations is they were set up for Steve to inspire. These jokers have no clue. The best inspiration has been the videos.

    The phones are solid if unspectacular. Apple Pay by all accounts looks like it has the potential to be huge.

    The watch was a solid effort but they never answered the why. They gave many examples of what it could do, but not what need it fulfills.
    Sep 14 06:43 PM | Likes Like |Link to Comment
  • Asian Growth Sends Strong Bull Message For Apple [View article]
    We shall c
    Sep 14 06:31 PM | Likes Like |Link to Comment
  • Apple's Quality Is A Competitive Advantage [View article]
    You have a point about the board

    As for relationship with shareholders, if they stick to their knitting and make great products that people wNt the shareholders will be taken care of.

    The financial manipulation takes care of the street who is not a shareholder in the proper sense of the word
    Sep 14 10:01 AM | Likes Like |Link to Comment
  • Apple Watch Is Out... Investors Should Watch Out [View article]
    @spencert

    Because at one time RIM was the must have phone, but the world changed and their fans cannot come to grips that the company at first refused to see the world as it really was and then could not produce a product its future customers want.
    Sep 13 10:02 PM | Likes Like |Link to Comment
  • Apple Watch Is Out... Investors Should Watch Out [View article]
    Disney will have Apple Pay working at all their locations by end of year.

    Is means you can pay the hotel, the food, the ride, etc by just using the phone
    Sep 13 10:00 PM | Likes Like |Link to Comment
  • Apple Watch Is Out... Investors Should Watch Out [View article]
    @shaduc

    Similar things were said by leaders in the phone market from Microsoft to RIM to Nokia.
    Sep 13 09:56 PM | Likes Like |Link to Comment
  • Apple Watch Is Out... Investors Should Watch Out [View article]
    @shaduc

    This is a nice long list of companies that support NFC before Apple.

    It reminds me of the iPhone introduction. Microsoft had those features and more and yet the platform went into a tailspin and its partners left
    Sep 13 09:55 PM | Likes Like |Link to Comment
  • Android Vs. iOS: Which One Will Make The Most Money? [View article]
    @zipper0

    I would not discount Google. Apple and Google are following different paths on the cloud. I don't know who will win but it will be an interesting contrast.

    I don't know if the partnership with IBM will last. Perhaps it will be a strong partnership, perhaps it is just words. We shall see.

    Amazon is a joke. Wall Street is feeding a company that makes no money in the hope that one day after 10 years of not making money it will miraculously earn something.
    Sep 13 09:36 PM | Likes Like |Link to Comment
  • Apple Hasn't Solved The Smart Watch Dilemma [View article]
    Thanks for the link
    Sep 13 09:16 PM | Likes Like |Link to Comment
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