Seeking Alpha

davel

davel
Send Message
View as an RSS Feed
View davel's Comments BY TICKER:
Latest  |  Highest rated
  • With Apple Over $100, Time To Sell? [View article]
    The IBM Apple deal is far from secure. It may be a great deal for both or much ado about nothing.

    iOS is for computers. The iPhone and iPad are both fine general purpose computers. This is exactly why Apple won the mobile war. They made a usable mobile computer in a market dominated by dumb phones.
    Aug 21 12:18 AM | Likes Like |Link to Comment
  • With Apple Over $100, Time To Sell? [View article]
    Apple actually was weak last time it hit the high.

    The bears were right. Operating profit was flat. Older phones were selling and the new model not so much. Those facts do not support an inflated price.

    This time Apple has the technology both hardware and software. While it may become weak just because of the price, fundamentally the product is stronger.
    Aug 21 12:02 AM | Likes Like |Link to Comment
  • With Apple Over $100, Time To Sell? [View article]
    Or the debt will have a material effect on the company that never had to happen but for the CEO who quit and went to work for Goldman Sachs.
    Aug 20 11:29 PM | Likes Like |Link to Comment
  • With Apple Over $100, Time To Sell? [View article]
    Real investors care about psychology and the author makes a good point about price.

    There is a difference between $700 and $100.

    There are few stocks that are priced at $700 and many more priced at $100.

    Like it or not perception matters.
    Aug 20 11:27 PM | 3 Likes Like |Link to Comment
  • When It Comes To iPhone 6 Think About The Ecosystem [View article]
    @gensearch2

    Ok let me be more clear. Yes security is relative. But a mobile system should not be hacked in normal daily use. Having your acct pulled because you use it will create problems. The world is being sensitized to security.

    You are correct in that people don't care about security, however if their bank gets drained they will care. There has to be a balance. It needs to be reasonably secure and frictionless. That will win. Nothing out there does that.
    Aug 19 08:57 PM | Likes Like |Link to Comment
  • Ultra Cheap Mobile Phones Will Upset The Industry Apple Cart [View article]
    @mag1205

    Blackberry may have been the phone to have at one time, but when Apple entered they entered with a mobile computer and not a phone.

    My point is Apple disrupted not with the same type of device/service but with something completely different.

    A company that will do to Apple what it did to Nokia and RIM will have to come with a gun to a knife fight.
    Aug 17 02:00 PM | 4 Likes Like |Link to Comment
  • Ultra Cheap Mobile Phones Will Upset The Industry Apple Cart [View article]
    @k1smet

    I don't value the early warning that you describe as valuable. At least not for a $300 device. Especially if it needs to be paired with a phone. Your phone already beeps, or vibrates or sings a chord for events. What you describe may be useful, but I have not seen a must have feature yet. Of course if a blog put it out Samsung would produce it so we shall see.

    Over 10 years ago I saw some bit where they were talking about clothing that would change color or whatever. Think amoled that us flexible. What may show up may not create new utility, it may just be fashion.

    My point is sci if has already imagined worlds with wearable technology. Dick Tracy had his watch in the 1960's I think, we are just now producing them.
    Aug 17 01:55 PM | Likes Like |Link to Comment
  • Ultra Cheap Mobile Phones Will Upset The Industry Apple Cart [View article]
    Borrowing money to buy shares is stupid.

    The only reason it makes sense is because congress under the thumb of Wall Street rewrote tax rules to make debt better than cash.
    Aug 17 01:47 PM | Likes Like |Link to Comment
  • Code Orange For Apple: Market Share Decline Is A Pounding Headache [View article]
    Most $100 and $200 phones don't compare to a $500 one.
    Aug 17 01:43 PM | Likes Like |Link to Comment
  • When It Comes To iPhone 6 Think About The Ecosystem [View article]
    @gensearch2

    If a mobile payment system resides on your phone, allows you to purchase without waiting online, is secure and is simple, people will use it.

    Every day there is a report about a terminal getting hacked, a company getting hacked, etc. a very secure system that does not transmit your card number in the clear and can identify you and verify the transaction should be enough to make it usable.

    As you say, it needs to be an improvement over plastic
    Aug 17 01:35 PM | Likes Like |Link to Comment
  • Ultra Cheap Mobile Phones Will Upset The Industry Apple Cart [View article]
    K1smet

    There is a show called continuum where the protagonist wears a suit with embedded intelligence. That is one future. At some point they will invent electronics that are washable and dry able or a different way to clean. Computer chips in clothes is coming. The watch is a first step at miniaturization. The phone was a first step in mobility.
    Aug 16 12:15 PM | Likes Like |Link to Comment
  • Ultra Cheap Mobile Phones Will Upset The Industry Apple Cart [View article]
    What ecosystem? You can pretty much get Google services on any device. You just need a Google acct to tie them together.
    Aug 16 12:07 PM | Likes Like |Link to Comment
  • Ultra Cheap Mobile Phones Will Upset The Industry Apple Cart [View article]
    Someone just bought a used Ferrari for $38M
    Aug 16 12:05 PM | Likes Like |Link to Comment
  • Ultra Cheap Mobile Phones Will Upset The Industry Apple Cart [View article]
    Mr. Blair

    This is the same article you have been writing for at least one year now.

    In perusing the comments it seems as if your readers have gotten it, Apple's customers are not the cheap feature phone ones you criticize Apple for not courting.

    The Nokia 130 you list at the top of the article is a feature phone and can in no way can be compared or mistaken for any phone Apple has ever produced

    The Firefox phone you mention isn't even a product. So here you are comparing actual shipping products to a dream with no price or specific features.

    Your point about lower end phones growing up to have more and better features is correct, but Apple is not standing still. Every year it increases the performance and feature profile of its flagship device. My question to you or anyone is if given a blind choice where you could choose any $100 'smartphone' vs the iPhone 5c ( last years model and soon to be the free phone ), which would you choose?

    There is always a trade off between cost and features. Comparing $50 and $100 phones to Apple products and saying they are the same is disingenuous. Comparing $300 and $400 phones is a better comparison, but that is not what you do.

    You can buy a $10 watch or a Bulova. Obviously the $10 watch is cheaper and they both tell time. Which would you rather have?
    Aug 16 11:25 AM | 4 Likes Like |Link to Comment
  • Ultra Cheap Mobile Phones Will Upset The Industry Apple Cart [View article]
    More like glass to diamond.

    The Microsoft /Nokia phone mr Blair refers to looks like a feature fone but he calls it a smart phone. It uses an OS that you can argue has capabilities of a smartphone platform, but this is the same OS that drove Nokia out of business once Apple entered the ring. It also has a sub 2" screen. Definitely a feature phone.

    Also if we are discussing products Microsoft stands behind, releasing a consumer electronic device - a phone - that does not run its standard platform , Windows Phone OS seems odd to me on many levels.
    Aug 16 11:06 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
3,263 Comments
2,460 Likes