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szeducate

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  • Wall Street 'Bloodbath' Captured On Live TV [View article]
    What people tend to forget is that Apple does NOT issue a new product every 10 months. There are usually several years between coming out with something new. In addition, Apple is rarely not the first one there, but is so innovative and different that it steals the market. It did not invent the MP3 player, but the Ipod soon captured the market. No one seems to attack Mercedes or BMW with their small incremental improvements on their autos, but they are still selling many, many cars each year to a select group of buyers. True, they do not sell as many cars as Honda or Hyundai but there is a reason for that. Time will tell if Apple is still an innovative company. I do believe, that if there is no new product this year, Tim Cook is gone in my humble opinion.
    Mar 27 09:55 AM | 5 Likes Like |Link to Comment
  • Apple: Dividend Increase Coming Soon [View article]
    Tim Cook announced on Febr. 28th, that he would have an announcement concerning the dividend within the next 60 days. So, it is going to be within that time frame. Knowing him, it will not be sooner but later in that time period.
    Mar 26 06:33 PM | 1 Like Like |Link to Comment
  • Is Apple Really Doomed? [View article]
    It is always the same mantra. Apple must do more than just make more money than any other company in the world. Huge and substantial profits are just not enough. Rumors about new products are not just enough. They will never move the needle, they will fail, they are not revolutionary enough. All Apple does is improve the iphone and ipad. blah, blah, blah. Mercedes and BMW do the same thing each year and come out with minor improvements on the auto but no one complains about them. I guess being the best run and most successful company in the world makes you a target, and Apple surely proves that statement.
    Mar 24 09:53 AM | 11 Likes Like |Link to Comment
  • iPhones 80% Of China's Premium Smartphone Market? Don't Believe It [View article]
    It's a sad commentary when all I have to see is a negative headline by Seeking Alpha and I already know the author --- Michael Blair. Your credibility would be greatly enhanced if once, just once, you uttered a positive thought about Apple.
    Mar 24 07:47 AM | 20 Likes Like |Link to Comment
  • Sifting The Apple Rumors: iWatch [View article]
    What a surprise, Michael Blair is not enthusiastic about this potentially next "big thing" for Apple. No one is going to use this for a dinner engagement. You should be smart enough to know that. I wear my Rolex when I go out to a nice restaurant, not when I go the gym to work out. Instead, anyone who works out, is a diabetic or concerned about their sugar level, heart rate or other biometric information would surely be a potential customer, except of course you Michael who have an ingrained hatred for anything Apple. I think this product has the potential to revolutionize the wearable market, since Apple has an established track record. People who never would wear something from Nike would be far more interested with the panache that comes with wearing anything with the name Apple on it.
    Mar 18 11:02 AM | 11 Likes Like |Link to Comment
  • Will Apple Ever Reach $700 Again? [View article]
    No one can argue with some of your points. For example, Tim Cook has not come out with a new, innovative product. However, that said, does not mean he will never come to market with one. No one realizes what Apple is cooking up behind the scene. To discount the iWatch before you even know what it is and what it can do is somewhat shortsighted on your part. Will it ever reach 700 again? No one knows that answer to that, but I am not so confused as to discount everything it is doing --- buying back millions of its shares, about to raise its dividend, coming out with new two new larger iphones, entering new fields, and possibly using its millions of itunes customers to parlay that into a safer way to pay for goods than a traditional credit card. Without trying to sound like a fanboy, I am long Apple.
    Mar 13 05:19 PM | 10 Likes Like |Link to Comment
  • Naysayers On SmartWatches Are Overzealous [View article]
    One of my favorite videos to watch is an interview with Steve Ballmer, then of Microsoft, laughing at when the ipad by Apple was first introduced. He could not stop making jokes about how ridiculous a product it was. I agree with one of the primary premises of this article that one needs to wait and see what Apple has in store for the consumer on this wearable device. I just have a feeling Apple will do much more than simply "create a device for just measuring ones heartbeat." What if they created a device that could measure ones sugar level? Every diabetic here and in the world, and there are plenty of them, would want this device rather than have to draw blood every time they needed to measure their sugar level. I, like this author, will have to wait and see what Apple is cooking up, but I am excited by the prospect. Of course, whatever Apple does come out with will be bashed unmercifully by the analysts. Of course, its Apple so it has to be bashed.
    Mar 9 09:40 AM | 3 Likes Like |Link to Comment
  • Apple: Steve Jobs Was Right [View article]
    My political leanings are immaterial in this matter. My point was so should Cook's political views. He is a CEO of a major corporation and his job is to run the company and NOT use it as a bully pulpit to advance his political agenda. That is totally inappropriate for his as CEO.
    Mar 4 10:06 AM | Likes Like |Link to Comment
  • Apple CFO Oppenheimer to retire [View news story]
    With him gone, maybe, just maybe, we will get someone who is a more aggressive manager of Apple's hoard, but I do not hold out much hope on that front.
    Mar 4 09:43 AM | 3 Likes Like |Link to Comment
  • Apple: Steve Jobs Was Right [View article]
    It is a fine article but I am not so sure I agree with you. Tim Cook displayed an arrogance rarely seen in stockholder meetings before. Who is he to dictate to shareholders that if they do not agree with his super far left leaning agenda they should get out of Apple. I have written multiple books on economics and the last time I looked it was the stockholders who own the company not the CEO.
    Mar 3 11:46 AM | 1 Like Like |Link to Comment
  • Apple Is Building A Mobile Payments Platform To Rival PayPal [View article]
    There is going to be competition. As you indicated about Google Wallet, it is not so easy to use always. However, the unique thing about Apple products is the ease of use. So when Apple produces this item, sooner hopefully, it will be admired for two things: easy of use and security.
    Feb 28 08:45 AM | 2 Likes Like |Link to Comment
  • Mizuho's checks point to July iPhone launch. MS notes institutional selling. [View news story]
    The definition of insanity is doing the same thing over and over again and expecting different results. Cook's silence and lack of innovation and excitement is dragging down the share price of a truly unique company. Its time to abandon the silence and drop LARGE HINTS about the new and exciting innovation that is coming down the pike. Unless you get off your horse and do something, the evidence is clear. The share price keeps dropping and more and more large large MM will continue to avoid this stock.
    Feb 26 02:34 PM | 8 Likes Like |Link to Comment
  • Apple's Prognosis: Range-Bound [View article]
    By now it has become obvious to all that Apple needs a new product that creates a new stream of revenue. Another factor keeping the stock range-bound is that there is no buzz or excitement around the stock. Yes, it does make more money than any other company in the world, but Wall Street would rather reward stocks that make in a year what Apple makes in a week. Sadly, we do not get much excitement out the present management. I recall that last year the Board of Directors called Cook on the carpet and said the roll out of innovation is too slow. Has anything changed since last year. It does not seem so.
    Feb 23 09:10 AM | 3 Likes Like |Link to Comment
  • Is Apple The Next Microsoft? [View article]
    I agree with your article, and it is well presented. I am making the argument that Microsoft has become a boring company, and has not achieved market excitement for a long time. Unfortunately, I see this same miasma the market sees Apple. There is a certain excitement and buzz that surrounds Facebook, Google, Tesla and others that Apple is sorely lacking. Tim Cook is a competent CEO, but he lacks creating the buzz or excitement that the company needs to get to the next level. We have been hearing too long from Cook that great new products are coming. Its time to show these products. As we all know, good news is bad news for Apple, and bad news is seen as awful. With word to day showing that China Mobile sales in 3G have grown in the quarter, all likely do to Apple, and the stock is down a few points. That is extremely depressing for a company that makes so much money.
    Feb 21 11:32 AM | 6 Likes Like |Link to Comment
  • Quantifying Apple's Strategic Errors [View article]
    MB, I am an Apple-fan but do respect your right to disagree. I find your articles interesting although I usually do not always agree with your point. Let's assume that some of what you write about is correct. Only time will tell. However, you have failed to factor in that Apple's ecosystem might grow significantly with its entry into new products and new fields. You are a logical person but I question the fact that you do not fully take into account Apple's ability to move into new and highly profitable fields. The ipayment and iwatch-health situation are just two fields that will may Apple to grow profits and users significanlty. Apple's products carry with it a certain panache and that is what consumers, such as myself, are willing to spend extra on. I and my wife both drive Mercedes. Why do I spend so much more to drive a car that I could buy for tens of thousands of dollars less? The answer to that question belies the reason that your article can be seriously challenged.
    Feb 13 12:34 PM | 2 Likes Like |Link to Comment
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