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  • 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
  • Apple: It's An App Story [View article]
    Apple announces that App sales increased by over 50% and you see the demise of Apps from Apple. The numbers are so strong that just the profits from the sale of Apps is greater than many of the companies listed on the S & P. Based on this information, you see a rosie future for Samsung, Lenovo and other low end App sellers and the end of Apple. Duh, what in the world are you talking about? There is a reason that people spend thousands of dollars more to buy a Mercedes, BMW, Jaguar and other luxury brands. People, if they can afford it, normally tend to gravitate to the finer things in life. Why pay $100 for a meal at an elegant restaurant when you can fill your stomach for much less at MacDonalds. These are the person that Apple is selling phones, ipades, computers, and Apps to. Apple has made it abundantly clear they are not interested in selling products to the lower end consumer. How you reach the conclusions you arrive at seem to defy logic.
    Jan 12, 2015. 12:27 AM | 9 Likes Like |Link to Comment
  • Poll: Only 5.4% of U.S. iPhone owners "very likely" to buy Apple Watch [View news story]
    Well said thotdoc. This is exactly how Wall Street sees to say about this stock. Every analyst and his mother keeps coming up with reasons why Apple will fail, the next quarter will be a disappointment, and this is the end of the company. Not surprisingly, the company seems to always disappoint the naysayers. I keep hearing theory of the large numbers, etc. If Wall Street would give this company its due it would be approaching 175 not 105. However, Wall Street insists on giving companies that make no money but promise, promise, promise they will huge multiples, like Amazon.
    Jan 3, 2015. 05:14 PM | 6 Likes Like |Link to Comment
  • Poll: Only 5.4% of U.S. iPhone owners "very likely" to buy Apple Watch [View news story]
    If as the article claims only about 5+% are very likely or highly interested in buying an Apple watch, what people fail to realize is if this is true, Apple will sell 60 million of them in its first year.

    It does not have to start out being a killer product, and I have faith that it will slowly catch on as more and more people get into it. There is a large group that wants to measure such things as their blood pressure, heart rate etc. This is especially true of seniors who are overly concerned about their health, and work out fanatics who measure such things constantly.

    Before we all get on the "condemn Apple for trying something different" bandwagon that this watch has seemed to engender, maybe we should wait until the product is actually out and being sold to the public!!!
    Jan 3, 2015. 05:09 PM | 7 Likes Like |Link to Comment
  • Swatch CEO says he's unfazed by Apple Watch [View news story]
    The fact that Apple has not even produced the watch for purchase as yet, seems to tell me we should hold off negative comments until it is out. There are a long line of CEOs that have "bad-mouthed" Apple when they have released a new product. The real story will be written in the number of sales, so it would be wise to wait a year to two to see how this flies. If you want a good laugh, Google Steve Ballmer's comments about the iPad, when Apple first released it. His best one was "who would ever buy such a thing."
    Nov 27, 2014. 12:40 PM | Likes Like |Link to Comment
  • Swatch CEO says he's unfazed by Apple Watch [View news story]
    Lawrence, very well said.
    Nov 27, 2014. 12:37 PM | 1 Like Like |Link to Comment
  • Apple: Not So Cool Anymore [View article]
    So, let's get this straight. You find one study that says among a certain age group Apple is not cool. OK and from that you extrapolate that Apple as a company is doomed. Of course, anything in the future is possible. However, going forward, I would rather have Apple in my portfolio than Amazon or Google. Apple makes more money in a day than Amazon makes in a year. Google is the darling of analysts, but it does not make anything what Apple earns. Also, almost all of Google's revenue (over 94%) comes from selling ads on their search engine. They doom Apple for reliance on profits from the iphone (70%+) but praise Google which is more heavily dependent on advertising revenue.
    Oct 15, 2014. 04:02 PM | 3 Likes Like |Link to Comment
  • Apple: Leaving Everything To Be Desired [View article]
    Michael, you should be thrilled. Finally, someone who looks at Apple and sees what you see. Of course, the bloom will come off the rose sometime, maybe. Its like the old adage, even a broken clock is correct twice a day.
    Sep 26, 2014. 04:17 PM | 26 Likes Like |Link to Comment
  • Apple, Samsung Face China Telco Freeze-Out [View article]
    There is one aspect that you did not factor into your analysis. Apple employs tens of thousands, if not hundreds of thousands of Chinese workers through Foxconn and in Apple retail stores. So in hurting Apple in China it is hurting Chinese workers. Exactly what they are trying to avoid in the first place.
    Aug 20, 2014. 07:01 PM | 18 Likes Like |Link to Comment
  • Corning's Results Suggest No Sapphire iPhone - This Year [View article]
    Have you factored in that the lack of a drop in Corning's production may be from an increase in the production of large television screens. In their conference call they specifically mentioned that TV screen glass production is expected to grow next year. This could account for the fact that Apple may be switching to sapphire but it is not showing up as readily in Corning's earnings or forward guidence. I guess we will know in about 6 or 7 weeks when Apple announces the new phones.
    Jul 29, 2014. 02:41 PM | 8 Likes Like |Link to Comment
  • Update: Apple's iWatch Patent Has Been Approved [View article]
    Maybe the best name should describe its inherent function: call it an iHealth or iMonitor or something along those lines, since it does so many things related to a person's health. This could potentially be a huge market for Apple, and take it to the next level. So many people today are into being healthy and eating healthy. This is especially true of baby boomers who are reaching "senior" status, they are very focused on monitoring their vital signs.
    Jul 29, 2014. 09:33 AM | Likes Like |Link to Comment
  • Apple's Q3 Bonanza: The Real Story May Be Not Quite So Bullish [View article]
    Michael, what a surprise that you saw the glass half empty. The most likely reason for the drop in the Average Selling Price (NYSE:ASP) is that Apple is selling off as many of their older phones as possible to reduce their inventory. With the new iPhone 6 just a few short months away, the demand for that phone is expected to be massive. They are ordering 80 million of these phones to be produced. Obviously, with that kind of order, they truly believe they will sell big time. So what does a smart company do with their inventory of older phones? A smart company gets rid of them while they can. Michael please keep shorting this stock, since at some point the financial pain for you has to be so unendurable that you will have to throw the towel in. The only issue is how much pain can YOU endure as Apple continues to move up in price?
    Jul 25, 2014. 11:05 AM | 36 Likes Like |Link to Comment
  • Apple: The Final Countdown [View article]
    This was a brilliant article that said basically we are waiting for Apple to announce earnings so we will know how they did this quarter. As I said, a brilliant article that said absolutely nothing.
    Jul 22, 2014. 11:47 AM | 22 Likes Like |Link to Comment