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  • 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 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 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 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 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 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 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 11:47 AM | 22 Likes Like |Link to Comment
  • Weak Smartphone Markets May Disappoint The Apple Bulls [View article]
    Michael, your view of Apple is always that the glass is half full. You are entitled to your negative view of Apple and you often present compelling evidence, However, when you resort to outright BS on the issue is when I must comment. When you say "Apple fans don't like to talk about market share and prefer to talk about profit share, whatever that is." Please Michael you don't know that although Apple has a much smaller share of the market than Android, its is capturing most of the profits to be made in the smartphone market. You can't honestly say that you are ignorant of this point. Stick to the facts, but when you venture into outright BS, its time to call you on it.
    Jul 13 08:26 AM | 7 Likes Like |Link to Comment
  • iPad: Growth Engine Or Achilles' Heel? [View article]
    Michael even a broken clock is correct two time a day. Once people are on the Apple ecosystem, they do not want to leave. All of their future purchases will involve using an Apple product. So, if someone buys the Apple iphone 6 and leaves Samsung or Microsoft, they will soon be availing themselves of the ipad because use of all their apps, books, and music is seemless on the Apple ecosystem. Not so much with the Samsung, Microsoft or Blackberry, which you seem to love so much.
    Jul 5 03:21 PM | 5 Likes Like |Link to Comment
  • iPad Used As Medical Device, Huge Success For Apple In Healthcare [View article]
    At the risk of sounding like an Apple fanboy, there are a whole host of fields that Apple can set its eyes on. Apple is a unique company and has a large number of enterprises it can go into and make an enormous amount of money. They have the resources to buy up companies and hire the talent to take them into a number of different areas. I constantly hear that Apple is like Sony, Microsoft, and Blackberry and like these former great companies that Apple's days are numbered. That might be true, but I think with Tim Cook at the helm, the future of Apple is yet to be written. I for one am impressed by the pool of talent that he is constantly hiring to surround him. He may not be another Steve Jobs, but other companies begun by a visionary have survived quite nicely ---- Ford, Disney, etc.
    Jul 5 09:50 AM | 2 Likes Like |Link to Comment
  • What Are Apple Shares Really Worth? [View article]
    The author states: "While I think the probability of the iPhone 6 being a market-changer is low, Apple shares are solidly positioned for positive performance."

    I am of another opinion. I am not sure that I see the logic in this statement. From all the rumors we have heard, the new iPhone will have a larger, screen, probably have sapphire glass, be encased in liquid metal, cost $100 more, and sport a whole new operating system, and some other features that Apple is keeping a tight rein on. I would think the probability is that this new iPhone very likely could be a game changer for Apple. One strong reason that many people buy a Samsung is that the screen is larger. I think most people might opt for an Apple iPhone if there is no real advantage to owning a Samsung. Most of the people I know only bought the Samsung because of the larger screen. If that competitive advantage disappears, well who knows what numbers Apple can turn in.
    Jun 17 03:58 PM | 14 Likes Like |Link to Comment
  • Is Samsung Finally In The Smartphone Driver's Seat? [View article]
    The two advantages that you indicated in your article are about to become non-advantages. Apple will surely have two larger phones removing one advantage. Second advantage is durability. With the new rumored sapphire glass and liquid metal casing, Apple's new phones will likely surpass Samsung in durability. As far as waterproofing, I am fairly sure that this will be the case with the new iphones, but I am not sure about that one. Samsung usually copies Apple, so I expect Samsung to announce a new sapphire glass Samsung product shortly. However, they never seem to do as well as Apple in executing anything. Case in point their fingerprint scanner, which is highly problematic, if Samsung users are to be believed. Although Samsung has a larger share of the market, its PROFITS that count in a capitalist society. People who buy Samsung products use it for phone calls alone, while Apple users buy books, records, and apps with their iphones.
    Jun 12 02:19 PM | 4 Likes Like |Link to Comment
  • Apple: What Now? Beats Me! [View article]
    You have beautifully laid out the reasoning and thinking surrounding why so many of us continue to believe in the Apple story going forward. Those of us who believe in Apple will always have to put up with the negative pundits and Apple bashers that always see Apple on the balls of its ass about the go out of business at any minute. One need only watch CNBC to see them haul on someone who says Apple is going to 240 any second now, but fail to bring that jerk back now that Apple is soaring. You obviously get it, and so many of the analysts do not. Good job, and a great read.
    Jun 5 12:09 PM | 8 Likes Like |Link to Comment
  • Apple Worldwide Developer Conference: Here Are Good Things To Know [View article]
    Based on past performance, Apple usually does not announce something that will match the parabolic rise in the stock price coming into this WWDC. Most likely the stock will trade down after the event. As one of the contributors above mentioned, analysts are already writing articles as to why any Apple announcement will be a disappointment. However, I sincerely believe that sentiment concerning Apple's future has improved of late. Cook is making moves that will allow this stock to rise to levels well above its previous high of 705. Will be in the next few weeks, will be at the end of the year, or in the first quarter of 2015. Of course, when that will happen is anyone's guess
    May 30 09:34 AM | 3 Likes Like |Link to Comment
  • Apple buying Beats for $3B [View news story]
    There are two important things to take away from this deal.
    First, Apple is paying only $2.6B up-front. This is only twice what Beats brings in each year. That is a remarkably low margin in buying a business.
    Second, Apple will sell the Beats brand, online and in many overseas markets. That will greatly expand the Beats name and bring it in revenue in a very short time of several billion dollars to Apple's bottom line.

    Overall, I think Apple made a good purchase. Of course, time will tell, but give Cook some credit on what appears to be a smart trade.
    May 28 05:20 PM | 5 Likes Like |Link to Comment