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Jack Baker

Jack Baker
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  • Apple Faces A Problem And Increasing Prices Will Make It Worse [View article]
    If I were running Apple I would have put all Android OEM's out of business a long time ago. All I would have to do as Apple's CEO is tell every App developer that they must only develop for iOS or they will not be part of the Apple ecosystem. If Apple did this, almost ALL of the most successful apps would sign an exclusivity agreement. Why? Because they make by far more money on iOS than with Android and iOS is infinitely easier to develop for. I would hold Apples 10 billion plus that they have paid app developers over the last year against the 2 billion or so that developers have been paid on Android and see who comes out on top. Game over.

    And, it's not too late to make this move.
    Apr 15 08:42 AM | Likes Like |Link to Comment
  • Jefferies: Apple negotiating $100 iPhone 6 price hike with carriers [View news story]
    Yes, it was. But the price increase may be absorbed by the carriers. And, even if it is not, I don't think the numbers would come down that much. Most people I know would gladly pay another $100.00 for a bigger iPhone.
    Apr 15 07:43 AM | Likes Like |Link to Comment
  • Jefferies: Apple negotiating $100 iPhone 6 price hike with carriers [View news story]
    They are not losing market share. The market numbers are inflated to include devices that are not being used for their smart capabilities. Apples market share of the "real" smart phone market is increasing. And, with 50% more surveyed people saying they will buy a larger iPhone 6 than they did for the 5s and an increased in price, Apple should kill-it on top line and bottom line growth starting in the third quarter of this year. And this is before the incremental gains from the iwatch, the new Apple TV, ibeacons, iphablet and any other new product category.
    Apr 14 10:52 AM | 12 Likes Like |Link to Comment
  • Samsung's Recent Foibles Should Be Good For Apple [View article]
    David,

    You are wrong. There is a high-end and low-end of the market. The high-end of the market is the "real" smart phone market where consumers use their devices for "smart" functions such as browsing and using apps. Then there is the low-end of the market which are feature phones with some smart capabilities that people rarely use. These devices should not be included in the smart phone market because despite their limited smart capabilities people rarely use them at the low-end of the market. But, as long as people want to include these low-end phones into the smart-phone market a distinction will need to be made.
    Apr 11 11:19 PM | 1 Like Like |Link to Comment
  • Samsung's New SmartWatch Lineup An Interesting Experiment, Not Much More [View article]
    Craig,

    Your very good at projection, but the truth is that the party is over for Samsung. They are the ONLY OEM making Android phones that makes any money at it. And, their profits are declining. Apple has the biggest (and growing) market share in the states, 75% of all new phone purchases in Japan are iphones and Apple went from #6 in China to #3 in China in just the third quarter of last year. So, Apple is thriving in the three largest economies in the world. Also, Apple makes 85% of all global smart phone profits. Apple stock has rebounded from the high 300's all the way to the mid 500's. It is sitting right on it long term (10 year) trend line which has gone up quite nicely over the past 10 years. That is not likely to change now.
    Apr 9 03:10 PM | 1 Like Like |Link to Comment
  • Value Hidden In Plain Sight: Apple Is Too Cheap [View article]
    Apple is in an "expectation bubble?" Really? Apple sells at a huge discount to the S & P. If Apple were in an expectations bubble it would sell at a premium to the market, not a discount. I think Apple is in a "show me" phase were no positive expectations are discounted into the price.
    Apr 9 03:03 PM | 20 Likes Like |Link to Comment
  • Samsung's New SmartWatch Lineup An Interesting Experiment, Not Much More [View article]
    No one will be buying the Samsung BRICK watches. They have been a monumental flop for Samsung. Everyone is waiting to buy the real thing -- an iwatch. Samsung just reported a bad quarter. And, this is before they are about to get eviscerated by the iphone 6 and the iwatch. Things are not good at Samsung. I sense the party is over for them in mobile.
    Apr 8 09:01 PM | 1 Like Like |Link to Comment
  • Samsung's Recent Foibles Should Be Good For Apple [View article]
    That share increase came at the low-end of the market. Apple continues to clean Samsung's clock at the high-end.
    Apr 8 08:56 PM | 2 Likes Like |Link to Comment
  • Samsung's Recent Foibles Should Be Good For Apple [View article]
    Um, the S5 has been met by the media and the public with a big "YAWN." Samsung is already giving them away with 2 for 1 deals and the phone just rolled-out. The S5 is an unmitigated disaster for Samsung.
    Apr 8 08:54 PM | 6 Likes Like |Link to Comment
  • Internal Apple docs show advertising, growth concerns [View news story]
    Number 1, Jeff Gundlach doesn't rate stocks. Number 2, his opinion had no impact on the stock the first time he opened his mouth. Number 3, Gundlach is a bond guy and has no track record investing in equities.
    Apr 7 04:54 PM | 1 Like Like |Link to Comment
  • Internal Apple docs show advertising, growth concerns [View news story]
    GRojas,

    It's not all about the OS. It's about the complete ecosystem and Apple cleans Blackberry's clock on ecosystems. And, comparisons to Blackberry don't matter as Blackberry has insignificant market share. The smart phone market is a duopoly. It's only Apple and Samsung and the rest are insignificant. So, the only comparisons that need to be made are between those two.
    Apr 7 04:51 PM | Likes Like |Link to Comment
  • Internal Apple docs show advertising, growth concerns [View news story]
    These court documents are quite illuminating. Schiller is quite a disappointment. He sends an e-mail to Media Arts bemoaning the fact that Samsung is beating on Apple even though Apple has better products. Does he do anything about it? No. Does he ask Media Arts to come-up with a clever add campaign to show why Apples ecosystem is superior to android's or why Apple phones are better than Samsung's? No. Does he fire Media Arts even thought they have been with Apple for 16 years and most companies fire their Ad Agencies every 2-3 years to get fresh ideas? No. He does nothing and allows Samsung to use Apple as their punching bag. What about an add highlighting how easy it is to upgrade you OS with Apple? How about an add that talks about how seamlessly interoperable Apple devices are? How about an add that talks about a stable and virtually virus-free OS? How about an add that talks about world-class customer service? How about an add that talks about a 64bit chip or a dedicated M7 chip for graphic performance? No. Nothing. Nada. We get warm fuzzy ads about a kid making a video of his families Christmas.

    I have read blogs from people that have worked within Apple that say that the marketing department drives everything within Apple. If this is true, then feckless Schiller has way too much power within Apple. Media Arts needs to go and so does Schiller.
    Apr 7 01:06 PM | 4 Likes Like |Link to Comment
  • Apple's Q2 Results Are Likely To Disappoint [View article]
    Bradmeister,

    Very well stated. Michael continues to beat the same drum. He does not understand Apple. The Apple story is about the Apple ecosystem. Anyone who thinks that most consumers goes down a list of features to pick their phone doesn't understand Apple or the marketplace. The longer people are in the Apple the ecosystem the more fiercely loyal they become and the more Apple devices they buy. I cracked my screen on my MacBook Pro a couple of weeks ago (my fault) and Apple replaced the screen for free ($700.00 value). I wonder what that experience would have been like at Best Buy had I done this with a PC? And, of course, that type of customer support is rarely factored in to cost of ownership.
    Apr 4 10:25 AM | 7 Likes Like |Link to Comment
  • InvenSense, NXP, Synaptics, Maxim among S5 winners; display praised [View news story]
    Not preposterous at all given that Apple historically has sold 3 times more iPhone's than galaxies and that Apple sold more iPhone 5c's in q4 2013 than galaxies alone.
    Apr 2 09:19 PM | Likes Like |Link to Comment
  • InvenSense, NXP, Synaptics, Maxim among S5 winners; display praised [View news story]
    The iphone 6 will sell 5 times more units than the Galaxy 5. How will that be construed as a let down?
    Apr 1 07:53 PM | Likes Like |Link to Comment
COMMENTS STATS
800 Comments
2,294 Likes