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davel

davel
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  • Apple: An Important Capital Return Update [View article]
    Screw that

    If the us had the best infrastructure companies would be here.

    having cheap energy, water , and roads is the way to grow the country, not lower taxes.
    Nov 10, 2014. 12:00 AM | Likes Like |Link to Comment
  • Can Apple Sustain Advancements In Future iPhone Generations? [View article]
    Dick Tracy comics from the 30's imagined a smart watch..
    Nov 9, 2014. 11:47 PM | Likes Like |Link to Comment
  • The Future Of Microsoft's Mobile Strategy [View article]
    Microsoft is a software and services company.

    If microsoft is switching to be a hardware company it better figure out how to make money on hardware before it goes bankrupt.
    Nov 9, 2014. 11:31 PM | 2 Likes Like |Link to Comment
  • Microsoft: A High Dividend Growth Stock For The Next Decade [View article]
    Microsoft is based on two products
    Windows and office

    Windows is irrelevent. The largest platform segment in computers is mobile where microsoft and hence windows and office is a non player.

    Microsoft is giving office away on mobile because it is desperate to be a player.

    Making a ten year call on a company whose bedrock is crumbling is not smart
    Nov 9, 2014. 11:26 PM | Likes Like |Link to Comment
  • Turns Out Microsoft's Buyout Of Nokia's Devices Unit Worked Out [View article]
    I don't see how you can conclude buying nokia is a good move

    Microsoft is a software and services company not a hardware company.

    To my knowledge they have yet to make money in mobile hardware and mostly lose money in gaming hardware.

    Having 3.5% marketshare when 2 years ago you had 5 is not positive. They are now giving away office in mobile because they have no presense in mobile in hardware and software.

    Their future in mobile is tenuous. Spending billions on a failed phone company when you have no clear strategy so far is not working out for them.
    Nov 9, 2014. 11:20 PM | 1 Like Like |Link to Comment
  • Record iPhone Shipments May Not Mean Market Share Gains [View article]
    Mr Blair

    This is truly a weak article.

    It is the same theme you have been writing about for a long time.

    You do admit the new Apple phones are doing well but you still trott out the argument about marketshare as the only Android manufacturer to make money is getting killed.

    So what is more important? Increased marketshare as you lose money making these devices or a smaller share of the market while dominating profits?
    Nov 3, 2014. 08:20 PM | 2 Likes Like |Link to Comment
  • Record iPhone Shipments May Not Mean Market Share Gains [View article]
    Good point

    I didn't see a reference to how blackberry has a better product and will rise from the ashes
    Nov 3, 2014. 08:16 PM | Likes Like |Link to Comment
  • Apple: An Important Capital Return Update [View article]
    Borrowing money to buy shares is stupid

    Rob Paul to pay Peter

    What does it accomplish but put a lien on the company that a few years ago had no liens.

    The sole purpose is to make the spreadsheet jockeys of the street feel good when they run their numbers and look at the ratio.

    If you want to give back to the shareholder pay a dividend or give cash directly to the shareholder.

    The good thing is Apple is doing something positive
    1) large screen phones that hurt its main phone competitor
    2) Apple pay to help create value for its customers
    3) 64 bit architecture for better efficiency
    4) more flexible os for increased functionality and better integration across the product line
    5) Apple watch - it's first entry into the Internet of things
    Nov 3, 2014. 08:09 PM | Likes Like |Link to Comment
  • It's True, Apple Is About To Crush Microsoft With Business Customers [View article]
    Rocco

    I don't see Apple doing what you say. Will Apple be used more in the enterprise? Yes. Will they kill microsoft? No. Google may, but their monetization will limit them. Does a Fortune 500 company want their documents owned and sold by Google? No.

    Apple is a consumer company.
    Microsoft is an enterprise company.

    Apple is simple and easy - for the consumer
    Microsoft is complex and difficult - for the enterprise

    Microsoft needs to do the same thing 5 different ways for the complex mix of interfaces in the enterprise. Apple has one interface that is repeatable and smooth for the consumer. They cannot win in the enterprise while retaining the consumer. This is why Microsoft cannot win the consumer, the consumer is not their customer.
    Oct 28, 2014. 10:56 PM | Likes Like |Link to Comment
  • How Apple And Google Crushed Windows Phone [View article]
    I looked up a Lumia 635 on ATT vs a 5c and you are right 1/3 the price.

    I am very surprised. I guess you have to give up profit to make a market. The problem becomes how does microsoft raise prices once they gain marketshare? But I guess first things first.

    They first need to get marketshare.

    For now they seem stuck.
    Oct 28, 2014. 10:22 PM | 1 Like Like |Link to Comment
  • How Apple And Google Crushed Windows Phone [View article]
    Thank you for the reply.

    I have read many comments here saying that the Lumia is a great device. Unfortunately for microsoft for whatever reason they are not able to sell many.

    I just looked at the financials. While they look good there is not a lot of detail. No unit sales of phones and Sony seems to be beating them on the game consoles.

    It will probably take a few years for the company to be set up on its new path.

    But I still do not see the story of the Lumia.
    Oct 26, 2014. 06:24 PM | 1 Like Like |Link to Comment
  • Banks, Credit Card Companies Could Ensure Apple Pay Becomes A Dominant Platform [View article]
    @fishluvrain

    I didn't see the piece. Either you missed something Scully said or Scully does not understand the company he ran.

    Apple will not be bringing Apple Pay to Android. This is a unique feature to the platform. They will not be bringing it to their competitor.

    However the payment infrastructure the banks built to support Apple Pay can and should be brought to Android and Microsoft and any other system that wants to have secure payment.
    Oct 20, 2014. 06:39 AM | 1 Like Like |Link to Comment
  • How Apple And Google Crushed Windows Phone [View article]
    @dweebster

    Perhaps.

    Or perhaps it entered too late with products just not good enough.

    Apple did not enter a mobile phone market with just another phone.

    It did not enter the computer market (again) in 1984 with just another text based computer.

    Google and Apple have seen up the market. WP is just another entrant with no real differentiator. Yes, Lumia is known for their excellent cameras, but do phone carriers value a good camera above all else?

    Please define what makes WP special then we can start from there..

    Thanks
    Oct 19, 2014. 01:09 PM | 1 Like Like |Link to Comment
  • Is IBM Worthy Of A Position In A Portfolio Right Now? [View article]
    That's one way to look at it.

    Treat all stocks as a widget and use the financial ratios to evaluate the company.

    I would take a different approach. This is not a cereal company. It is not driven purely by marketing and cartoon animals. It is a tech company. Treat it as such.

    Try and understand what it is and whT it does and how it stacks up to the competition.

    Please note it has not grown the top line number in some time.

    Good luck.
    Oct 19, 2014. 01:02 PM | 2 Likes Like |Link to Comment
  • Bill And Chuck's Incredible Journey - Apple's Blowout Launch Weekend Revisited [View article]
    Olarx

    You can believe IDC, et al if you wish. But their numbers are crap and unverifiable as the unlu unit share that is accurate are the ones attributable to Apple because they publish their numbers ( audited ) 4 times a year. No other vendor ever publishes their smartphone numbers. IDC guesses or fills in numbers to make it work.

    The better number to use is mobile phone share as everyone publishes those numbers so you can do the math yourself.

    Caveat emptor.
    Oct 13, 2014. 07:13 AM | 1 Like Like |Link to Comment
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