Seeking Alpha


Send Message
View as an RSS Feed
View davel's Comments BY TICKER:
Latest  |  Highest rated
  • The Attack Of The PIIGS [View article]
    Apparently the problem with Spain is that their mortgage situation is worse than ours.
    Apr 25 04:42 PM | Likes Like |Link to Comment
  • The Attack Of The PIIGS [View article]
    If the Fed did not step in and send trillions of $ into the banks where would we be? The Govt is too busy fighting each other on whether to raise the deficit limit or calling each other names to deal with the problems we have which is namely reigning in the deficit while creating policies for growth.

    They have spent 3 years trying to look good for this November rather than doing what they should be paid to do.

    Yes the Fed is kicking the can down the road and if it holds to its policies long enough will create raging inflation, but would you rather we have an implosion of the economy as bad as the great depression?
    Apr 25 04:40 PM | Likes Like |Link to Comment
  • Why I Will Not Be Listening To Apple's Earnings Call Live [View article]

    I appreciate the sarcasm.

    Unlike you most people that purchase Apple products do not belong to country clubs or live in gated communities.

    This is not the 80's where an Apple product was the price of a used car.

    An iPhone is the price of an expensive pair of sneakers or a pair of shoes. Certainly not products that require you to be born with a silver spoon in your mouth.

    If you want cut rate products you can look up Huawei or ZTE.
    Apr 25 04:23 PM | 1 Like Like |Link to Comment
  • Why I Will Not Be Listening To Apple's Earnings Call Live [View article]
    Please explain how a mini iPad makes sense?

    What does a mini iPad do that the touch /phone or real one does not?
    Apr 25 04:19 PM | Likes Like |Link to Comment
  • Why I Will Not Be Listening To Apple's Earnings Call Live [View article]
    I too dislike the buyback dividend thing.

    but for now it quieted those folks demanding it. Until September when they will say Apple is not spending enough and so it begins.
    Apr 25 04:18 PM | 1 Like Like |Link to Comment
  • Apple Earnings Estimates [View article]
    look at the earnings transcript it will help answer your questions

    "Also, and I have been told that the manufacture of the retina display contributed to the supply constraint, what about qualcom components?"
    qualcom has issues in the new 22nm process not the 45.

    the ipad sold very well. what is there to worry about?

    "Do you think apple will quietly diminish the IPad 2 to conserve margins? "
    then apple would not have retained last year's model. this gives them 2 price points to reach a larger market.
    Apr 25 01:59 PM | Likes Like |Link to Comment
  • The Attack Of The PIIGS [View article]
    I don't think you see the whole picture.

    What is fundamentally different from the approach Europe is taking to its economic issues than the US?

    Both are using sustained liquidity and low low cost of money to wait it out. The difference between the two is structural.

    1) We dealt with the problem 2 years ago.
    2) We are a sovereign nation. Politically they are independent with a split economic agenda.

    Our issues are no better. If/When Europe resolves its issues we will be in for hard times.
    Apr 24 03:17 PM | 2 Likes Like |Link to Comment
  • Why I Will Not Be Listening To Apple's Earnings Call Live [View article]
    Memorex? What's that?

    I expect Apple to say no comment when asked about the prospect of the telcos reducing their subsidy.

    I don't know what will happen in a few hours, but whatever.

    Apple stock will be higher this time next year because the catalysts for the company are just too strong.

    The iPad mini ain't gonna happen. If it does I would think long and hard about the state of the company. I do not know when the real Apple TV will happen. Do they have content deals? What could they do with a new product that the current Apple TV cannot?
    Apr 24 03:11 PM | 2 Likes Like |Link to Comment
  • Apple: Why You Should Wait And Buy After Earnings [View article]
    A 6% change in share price is nothing for the Apple stock.

    I believe the current uncertainty has nothing to do with the reasons you proffer.

    The current straw man for the performance of Apple stock is the rumor that the telecom companies will lower their subsidies they provide for the number one cell phone product they offer.
    Apr 24 11:11 AM | 1 Like Like |Link to Comment
  • Microsoft Continues To Impress [View article]
    SQLServer was a Sybase invention. Microsoft ported the code to the windows platform and gained marketing and source access at that time.
    Apr 20 03:51 PM | Likes Like |Link to Comment
  • Microsoft Continues To Impress [View article]
    Yes. Let us see what happens in a year.

    2 points

    Nokia Windows phones started with TMobile. Not 14 days ago. Windows 7 phones have been available from vendors other than Nokia, so if we are starting to count the clock with WP let us not limit the discussion to Nokia.

    Apple OS either desktop or mobile is not linux. Its root is in BSD Unix which predates linux by quite a bit.
    Apr 20 03:50 PM | Likes Like |Link to Comment
  • Microsoft Continues To Impress [View article]
    I haven't looked at the transcript of the call yet, but I agree on the surface MSFT did well.

    I will disagree on your bullet about mobile. Nokia has had a terrible WP rollout. It has been mildly positive in the US from an extremely low base. It's numbers in Europe where it has traditionally been strong has been horrible. Nokia's forward looking numbers are not good which does not bode well for WP. Everyone is looking for the fall rollout of WP 8 to right the ship, but since WP 7 has been a failure why will WP 8 be different? If it has legs it will take time before any Windows 8 halo positively affects its mobile division.
    Apr 20 10:32 AM | Likes Like |Link to Comment
  • Will Apple's Growth Stop In 2013? [View article]

    You were saying that when you purchase stock in a company you are an investor in that company.

    I am stating this is not correct. You are purchasing shares of the company in the open market. I believe you stated that purchasing shares hits the company finances which it does not.

    When you purchase shares you become a shareholder and usually via proxy ( you go through the street name ) you get to participate in voting at the annual meeting which ultimately means little. You also get whatever distributions the company gives out.

    What does not happen is your transactions do not affect the company directly. You have no effect on company governance unless you are an institution and hold millions of shares. In effect you are not an owner.

    Look at Google. They just offered a stock split which further disenfranchises its 'owners'. I have read and watched comments where people say the fact that the new shares are non voting is inconsequential. So at the end of the day the owners ( Brin/Page ) are saying we are further insulating ourselves from the rabble. We are willing to take your money - future shares may be sold, but you have no say whatsoever in the company.

    So Google is being fairly transparent in what shares actually mean. They are a device to raise money and to set a 'value' for the company that they can use when they want to come to an agreement with another party on what they are worth - buy a company, employee options, etc. What they do not want is a partner who has any effect for good or bad on the company.

    My definition of an investor is that you have cash to invest in a company and so you are an owner in whole or in part. As such you have rights. You have a say in the strategic and tactical direction of the firm because you have brought a valuable asset ( cash ) to the firm to allow them to maintain or grow.
    Apr 19 12:25 PM | 1 Like Like |Link to Comment
  • Microsoft Near Multi-Year Highs Ahead Of Q3 2012 Earnings [View article]
    Microsoft can blunt the virtualization/clustering issue with licensing on potential users rather than seats.
    Apr 19 10:34 AM | Likes Like |Link to Comment
  • Windows 8: The Next Insanely Great Thing? [View article]
    ok thanks

    when i hear xbox i think gaming. all other things are secondary. as for kinnect i believe they already have that for PC's no need to wait for win 8.
    Apr 18 06:30 PM | Likes Like |Link to Comment