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Jack Baker

Jack Baker
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  • Apple closes Beats deal; skepticism about October iPhone 6 report [View news story]
    October 14 is more likely to be the rollout of the watch then a delay of the iPhone. It will come out shortly after health book is rolled-out in September.
    Aug 1 12:51 PM | 3 Likes Like |Link to Comment
  • Apple rallies post-earnings; Street focuses on margins, iPhone 6 [View news story]
    "equivalent"....hardly. You're talking simply about hardware. Hardware is one piece of the ecosystem and as hardware has become commoditized it more about the software, customer service, retail infrastructure and the entire ecosystem. Android still only has 5,000 native tablet apps that aren't stretched out phone apps compared to iOS's 500,000. And, you can't compare the interoperability of Android devices with iOS devices. Nor can you compare the customer service or retail store base. And, even as hardware goes, iPhone is still the only smartphone with a 64 bit chip in it. So, equivalent....no.
    Jul 23 02:21 PM | 1 Like Like |Link to Comment
  • Apple Hits New 52-Week High - Price Target Raised To $110 [View article]
    Tumbleweed,

    Actually, no, I'm not mixing-up commerce and traffic. Apple devices account for more than 80% of ALL GLOBAL MOBILE COMMERCE (i.e. people buying stuff). iOS devices ALSO control 70% of all global mobile search.
    Jul 16 01:33 PM | Likes Like |Link to Comment
  • Apple's Stock May Be Ripe For The Picking [View article]
    Please tell me the last time Apple traded at an idiotic valuation level?
    Jul 16 01:27 PM | 10 Likes Like |Link to Comment
  • Apple Hits New 52-Week High - Price Target Raised To $110 [View article]
    Why do you say that Apple devices are responsible for more that 33% of all global mobile commerce when it is well known that the number is greater than 80%? Your charts support this as well. It would be more accurate to say that Apple accounts for the vast majority of all global mobile commerce generating over 80% of all global mobile commerce.
    Jul 15 09:46 AM | 5 Likes Like |Link to Comment
  • Samsung discovers evidence of child labor [View news story]
    Priceless. Did they discover this before or after a third-party U.S. based watch group pointed it out to the world?
    Jul 14 08:55 AM | Likes Like |Link to Comment
  • Apple: I Did Not Ignore The 68 Million iPhone 6 Order Rumor [View article]
    100 would be an all time price high, but not an all time market cap high. Since there are about 10% less shares in the float then the last high, Apple would have to reach 110 to get to the last market cap high. I think we will be there by the iPhone 6 rollout in September.
    Jul 13 09:09 PM | 1 Like Like |Link to Comment
  • Apple: I Did Not Ignore The 68 Million iPhone 6 Order Rumor [View article]
    Expect reports of market share gains for Apple and market share loss for Samsung to follow the release of the iPhone 6 and iphablet. So, in addition to accelerating revenue and profit growth over the next 2-3 quarters will be reports from third party sources such as IDC that Apple is gaining market share as well. And, Apple can chip away at 85% of the global market share for a while. Not that they need to. They can grow iPhone sales by 20% for a while just from their current installed base. But, Expect Apple to have 25% global market share within 2 years.
    Jul 13 08:55 PM | 2 Likes Like |Link to Comment
  • New child-labor claims hit Samsung [View news story]
    I WAS joking.
    Jul 11 11:15 PM | Likes Like |Link to Comment
  • Momentum Will Push Apple To $105 By Year-End [View article]
    I couldn't disagree more. The most heavily shorted stocks typically underperform the broader market over time. The reason for this is that shorts are typically smarter than longs as they have to do more due diligence as their potential for loss is infinite. Short term short squeezes present opportunities for longs on heavily shorted stocks, but, long term, there is usually a solid fundamental reason for high short interest. I would much rather be long a stock for the long term that very few can find a reason to short.
    Jul 11 11:14 PM | 4 Likes Like |Link to Comment
  • Momentum Will Push Apple To $105 By Year-End [View article]
    You are wrong. Apple is not one of the most shorted stocks. In fact, it has always has a relatively small short interest and has a small short interest now.
    Jul 11 07:53 PM | 2 Likes Like |Link to Comment
  • New child-labor claims hit Samsung [View news story]
    I am stunned by this news. Samsung is otherwise such an ethical company.
    Jul 10 09:24 AM | Likes Like |Link to Comment
  • Samsung facing tough times [View news story]
    Perhaps, but better battery utilization in the wrong ecosystem is still a major problem.
    Jul 8 08:12 AM | Likes Like |Link to Comment
  • Samsung misses Q2 forecasts; low-end phone competition a culprit [View news story]
    Next quarter will be a disaster for Samsung. The two larger iPhones will decimate them at the high-end and the Chinese OEM's will continue to take market share in the low and middle market. Back to selling TV's and refrigerators for Samsung.
    Jul 8 08:11 AM | 4 Likes Like |Link to Comment
  • Samsung facing tough times [View news story]
    No one with the slightest modicum of analytical skills should be surprised by this. Samsung's day in the sun is over and it's not likely to come back. It will be a tough grind back to the thin margin days of selling T.V.'s and appliances.
    Jul 7 09:32 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
886 Comments
2,704 Likes