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  • Apple Watch Has Implications For Big Data, IoT And Web 3.0 [View article]
    Nice article, and you raised many good points about the new iWatch. Apple is now moving to become more than a "one-trick pony" and have more than heavy reliance on the iPhone. It has announced the release date of the iWatch, but let's not forget what else is happening with Apple. Under Tim Cook's leadership, we see have seen the roll out of Applepay, its massive adoption by merchants and banks, their reported movement into the automobile, their long awaited invasion of television viewing, and their business partnering with IBM. Any and all of these moves can and may lead to a larger and even more stable sources of revenue. Also let us not forget all those who saw the demise of Apple and viewed Samsung as an Apple killer. Not that long ago, people looked at Apple and were making comparisons to their fading fortunes like that of Sony and Microsoft. Obviously, no one can see into the future. However, it appears that Apple is making all the necessary moves to ensure their financial well-being going forward. Recent prognostications about them emerging as the first trillion dollar company a year ago would have seemed like a pie in the sky prediction. Not so much anymore.
    Mar 24, 2015. 12:05 PM | 8 Likes Like |Link to Comment
  • The Insane Apple Advantage Revisited [View article]
    Paul, a well written and intelligent article on an important point for Apple. However, I do believe that Apple is not asleep at the wheel. Recent rumors indicate that Apple will soon unveil a program to accept trade-in Android phones for buying a new iphone. That should further stimulate Android users to switch. Although you your point is well made, Apple is starting to marry that iphone advantage to other money making products, such as the Watch, the car, Applepay and Apple Streaming. Smart of you to point it out but smart of Apple to expand the brand name into new fields.
    Mar 18, 2015. 11:18 AM | 3 Likes Like |Link to Comment
  • How Wide Is Apple's iOS Revenue Moat? [View article]
    Me too. I agree with your point and the readers bring fresh insight that the author usually does not mention or glosses over.
    Mar 4, 2015. 11:32 AM | 3 Likes Like |Link to Comment
  • Notes On Cars (And Apple) [View article]
    All of what you say makes perfect sense. To quote an old cliche, "Don't bet against Apple." On the face of it, it would seem to be a fools mission to create a car that competes with several of the luxury brands already in the US market. However, Apple has the money and talent to create something that is unique and different. Only time will tell, but Tim Cook is surely not a fool. There must be something that they are willing to commit such resources and hiring talent to developing. They must see something that might allow them entry into a fairly well established field. We will just have to wait and see.
    Mar 2, 2015. 07:40 PM | 2 Likes Like |Link to Comment
  • Apple's Dirty Little Rare Earth Secret: Follow-Up Points [View article]
    Apple is one of China's largest employers. By having their iphones produced in China, Apple through its business with FoxConn, employs tens of thousands of Chinese workers. Due to pressure to improve working conditions and pay, the role of the Chinese worker has improved markedly. The people of China are experiencing a great improvement in their standards of living, and no one in China wants to get in front of that dynamic. Can China stop production by Apple in China? Sure they can. Will they? I seriously doubt it.
    Feb 26, 2015. 02:20 PM | 7 Likes Like |Link to Comment
  • Apple iOS Versus Android: Is This The Turn Of The Tide? [View article]
    To use a familiar analogy: its almost like the tortoise and hare race. Plenty of people have Android phones. However, as time move on, we see more and more people seeking a reliable, quality phone. Apple iPhone is that product. There are enough people who don't care and are even happy with even a flip-top phone. But as the smart phone becomes more ubiquidus in our lives, we see smartphones are taking a greater role in our lives. Apple certainly gets it. It think we will see further advances in the iPhone as Apple takes a greater amount of share from Android phones.
    Feb 26, 2015. 02:01 PM | 8 Likes Like |Link to Comment
  • Apple Pay Vs. Google Wallet: The Rematch [View article]
    Although the money Apple's brings in on a consumer using Apple Pay, the advantage is much more subtle. By winning over customers with the ease and security of Apple Pay, Apple is constructing another insurmountable wall against having consumers leave their ecosystem for another phone maker. Their brilliant execution of the roll out of this technology has 2/3 of all mobile payments are now done on Apple Pay. Pretty amazing given that this is payment system is only in its infancy. Apple saw where consumer payments were going, stepped in and is not dominating it. Again, not the first company in but the when they entered, they soon became number 1. This will bring in significant dollars down the road. Well done Tim Cook!!!
    Feb 25, 2015. 10:09 AM | 16 Likes Like |Link to Comment
  • Apple iPad Sales May Surprise In FY 2016 [View article]
    This prediction by Kuo: "iPad sales declined in 2014, and Ming-Chi Kuo, a prominent (and often correct) analyst, thinks this sales plunge will only accelerate in 2015" is usually quite accurate. He is often right on point about his predictions. However, you make some cogent points about why this decline in sales might be reversing in the foreseeable future. However, one of the biggest factors lacking in your analysis might turn out to be its partnership with IBM and its accelerating entry into the enterprise space. Hopefully, that will serve to invigorate sales. I am seeing more and more small businesses using the iPad for menu selections and wine lists at finer restaurants. Is this the tip of the iceberg? Let's hope so.
    Feb 24, 2015. 12:01 PM | 4 Likes Like |Link to Comment
  • The Real Importance Of The Apple Car Project [View article]
    Apple is a premium brand name. They is not interested in making a car for the masses --- Tata, Honda or Hundyai. It would likely make a high-end type car for the Mercedes, BMW, Accura customers. Its not only the car, but its all of the ancillary products that go with a vehicle. I think you hit the nail on the head when you alluded to the idea that Tim Cook wants Apple everywhere. The GE analogy is excellent. Apple also has a way of tying all of their products together. Think of all those new customers who would not be added to their ecosystem. Rather than think Apple is tied to only making phones, they obviously have a vision of the future that is yet to fully play out, and they have the cash to do it. How absolutely exciting for customers and shareholders. In this case, the best maybe yet to come!!!!
    Feb 20, 2015. 12:01 PM | 3 Likes Like |Link to Comment
  • Carl Icahn's Apple Price Target Appears Unrealistic [View article]
    Good article, and I am not one to put much credence in someone attacking you for the way you appear. That is just silly. Based on what you wrote, it made sense. Of course, I do not think that you stated or implied that Apple could never reach a peak of $216. However, based on the metrics that Carl I. was using to reach his estimate, it appeared unrealistic. You raise some very valid points in your article, and you are certainly not bashing the stock. I for one would be happy to see Apple at $170.
    Feb 19, 2015. 03:12 PM | Likes Like |Link to Comment
  • Apple Numbers Get Serious [View article]
    Everybody loves to hate a winner, be it the Yankees, the New England Patriots, or Apple. I have been investing in Apple for a long time and have made a fortune on my investment. Every time I read an article telling me the "sky is falling" when it come to Apple it makes me nervous. Often times I would put in a tight bottom, Apple would pull back and I would be out.

    Of course, as they say: you cam never lose money taking a profit. However, if I had just left the money in Apple and forgotten about it I would have more than tripled my money. Will Apple one day pull back and top out? I guess that is possible, but for now the immediate future of this company is that it is firing on all cylinders. If this watch is as good as Tim Cook has been saying, WOW. Your advise is probably too far ahead of the curve, but for now this is clearly not a time to sell this stock.
    Feb 12, 2015. 10:25 AM | 10 Likes Like |Link to Comment
  • Apple: Despite Non-AAA Rating, I Consider This Offering Near Risk-Free, Debt Buyers Rejoice [View article]
    Good question, so let me explain as simply as I can. If Apple were to use the money it is hoarding overseas, which they surely have enough, they would need to bring it back to the United States. Once they do that, they would be required to pay a corporate tax rate on it of about 35%. So, for every dollar they bring home, 35 cents disappears in taxes. If they float a bond, they can deduct the interest they pay which is probably less than they are getting in interest on their money overseas. Whenever our government seeks to make taxes punitive, it winds up making American companies finding a way around paying the tax. That money brought back with a tax holiday, which Congress is currently considering, would bring back over a trillion dollars by American companies to invest in American enterprises. However, Obama will surely veto the measure.
    Feb 2, 2015. 02:52 PM | 4 Likes Like |Link to Comment
  • Apple: Longer-Term Headwinds Make Blowout Quarter A Tough Act To Follow [View article]
    Michael, you contend in your article that "With Samsung reeling from competition with Apple at the high end and others like Xiaomi below, you can bet Samsung will pull out the stops to offer a truly compelling device." What makes you think that only Samsung or Xiaomi can com up with a truly compelling device? Why are you so sure that the next Apple iPhone will not have something as compelling as their competition? It seems that only Apple's competition is capable of coming up with great ideas that will kill Apple. Yet, Apple keeps slaying the competition and drawing in more and more customers. Your tune of imminent doom is getting quite a bit tired.
    Jan 28, 2015. 03:37 PM | 4 Likes Like |Link to Comment
  • Apple Earnings Preview: Positive Read-Through From Hon Hai; Focusing On App Growth [View article]
    Michael, if he were to say Apple will announce they are declaring bankruptcy this earnings quarter, you would reply, "a sensible thesis going forward." Anyone who puts forth a negative about Apple gets you kudos. Maybe at some juncture in the future Apple may falter, but for the forseeable future, I do not see that as a real possibility.
    Jan 25, 2015. 03:07 PM | 24 Likes Like |Link to Comment
  • Setting The Record Straight On Apple Smartphone Market Share Data [View article]
    I am sorry, but I have taken to not even bothering to open Seeking Alpha articles by Michael Blair. Someone who wants to do legitimate, honest research does not start out with a conclusion and then do the research to confirm his already arrived at conclusion. An honest article of a stock begins with an hypothesis and then does the research to confirm or refute it. However, when Mr. Blair starts from a negative about Apple in everything he writes, it greatly diminishes his credibility. So I have recently taken to not reading anything he writes.

    In some of his past articles he usually refuses to recognize that Apple has grown to become the greatest money-making machine in history. Its itunes store alone makes more profits than most companies in the S&P 500. Will Apple eventually falter someday? I guess it is possible, but MB see everything they do as the demise of the company. In the past, he condemns Apple for not coming out quick enough with new products like Samsung. Then, he attacks them for coming out with a watch that he see as only telling time and little more. Then condemns them for that since no one will buy it. Apple's new products usually begin slowly and build over time. I sincerely believe MB has taken a beating over the past few years on taking a short position on Apple. He is angry at them for losing his money. Hey Michael, maybe you should go long for a change and make some money!!!!
    Jan 19, 2015. 04:32 PM | 20 Likes Like |Link to Comment