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  • Apple: Who Blinks First? [View article]
    CS, you will not be the last one to put a nail in Apple's coffin. However, before you get you hammer out just remember that this company has an enormous amount of diverse products to keep making money. Yes, the phone is the key one, but give the watch a few years and it may add significantly to Apple's bottom line. I am waiting for more bells and whistles on the health front before I buy a watch.
    Aug 4, 2015. 03:57 PM | 9 Likes Like |Link to Comment
  • What's The Likelihood Of Apple Becoming An MVNO? [View article]
    Here is what is so alarming about this price drop. This drop comes in the face of an amazing several quarters where Apple has made mince meat of the theory of large numbers. So Apple is going into new areas like the Apple watch, new streams of revenue like Apple Pay, and the only company that its PC sales are rising. In light of all this and the stock is tanking.

    So let me get this straight. Analysts that do not really know what is going on inside Apple are making guesses about what they think Apple will earn and sell in iPhones. Apple tells you in their guidance what to expect. No one believes them and guesses that are exaggerated. Apple fails to meet these exaggerated estimates and its sells off. What a depressing set of events.
    Aug 3, 2015. 08:34 PM | 24 Likes Like |Link to Comment
  • Apple Earnings Preview [View article]
    After the stellar report last earnings report, I fear if Apple is short on anything this market will punish it. For example, if iPad sales are down again or gross margins are off by a bit, Apple might get hammered, Its only when Netflix can increase subscribers by 3 million it goes up 150 points. Apple makes more in a day than Netflix does in a month but no one appreciates this Apple monster money machine. Why, it fails me.
    Jul 16, 2015. 03:39 PM | 40 Likes Like |Link to Comment
  • Apple: Examining The iPhone's Quarterly Impact [View article]
    Michael, during the weekend of the release of the Galaxy 6 I happened to be in Soho in NYC. The Verizon store window was filled with the Samsung's new phone. Inside, there were a couple of customers. Across the street was the Apple store. Both floors were packed to the gills with customers. Of course this is only annadotal but if the Samsung is selling for a higher price most people will gravitate to the Apple phone. Why? the OS in Apple is superior to the Samsung.
    Apr 21, 2015. 02:55 PM | 21 Likes Like |Link to Comment
  • Apple Could And Should Diversify To The Renewable Energy Business [View article]
    I for one care little about Tim Cook's sexual orientation. As a long time shareholder what I do care about is ROI. If Tim Cook wants people out of "his" company if they care more about ROI than green energy. New Flash Tim: this is not your company. It is the company of the shareholders. Your job description is to run the company so it makes as much profit as possible. Oh, and by the way, maybe you should shut the heck up about your personal views.
    Apr 20, 2015. 11:31 AM | 17 Likes Like |Link to Comment
  • Apple: LinX Acquisition Addresses A Hardware Risk [View article]
    Again, Westend you need to learn that it is the hi end user that Apple is seeking to attract. Why does someone spends much more money to buy a Mercedes or a BMW when they could buy a much less expensive Honda for transportation. Like it or not, there is a certain "panache" to owning a high-end luxury brand that delivers excellent service, has a deep ecosystem, and is seen as a got-to-have product. We see this with Samsung making better phones, but still not taking away the high end customer from Apple. Ultimately, when you present a superior product, you need to charge more. When several competing brands are charging close to each other, the customer usually gravitates to the luxury brand name in the field --- Apple.
    Apr 18, 2015. 10:51 AM | 14 Likes Like |Link to Comment
  • Breaking The PR Mold For Apple Watch [View article]
    If Apple follows its normal pattern, "we ain't seen nothing yet." The first iteration of the watch will not be spectacular but each new version the watch will get better, have a longer battery life, operate independently of the iphone, have more interesting apps, and do so much more. I happened to be in Soho in NYC on Sunday. Across from the Apple store is a Verizon store whose windows were fulled with the new Samsung phone. There were 2 people in the store. Went across the street to enter the Apple store where there were hundreds of people on both floors of the store. The line to try on the watch was long and there was many, many people gathered around the Apple Watch display case. I asked the Apple employee how interest in the watch was going in his opinion and his reply was,"Remarkable." Although it may not add an enormous amount to the bottom line at first, give it some time. This could eventually turn out to be almost as big a money maker as the iphone. Even if not, it will just add another stream of revenue to a company that is showing just how innovative it can be.
    Apr 13, 2015. 10:51 AM | 21 Likes Like |Link to Comment
  • Raymond James downgrades Apple; Watch ship times slip to May/June [View news story]
    I guess this Raymond James and BCG downgrade is a good is some ways. It will hopefully lower expectations of Apple which after last quarter have gone insanely out of kilter.

    Apple will continue to sell iphones and Apple watches and defy all of the negative commentary. The fact that they are pushing out shipment dates says to me the demand is quite strong. As Apple improves the battery, adds more features, adds more apps and makes usage easier the sales will only improve.

    This is Tim Cook's first product launch as CEO and I think he is smart enough to know how this watch will be received now and in the future. He does not want to come out with a flop on his first product launch. So, bottom line, sit back and wait out this storm of negativity. No matter what Apple does, it is never good enough.
    Apr 10, 2015. 11:55 AM | 3 Likes Like |Link to Comment
  • Apple: Q2 iPhone Sales Of 55 To 65 Million Foreseen, Then Will Fall Behind Samsung Again [View article]
    Michael, its almost boring to read your prognostications bashing Apple each time you write an article. You start from a conclusion and then present evidence to support what you think. Each article is nothing more than a "bashfest" against Apple. I am sure you are losing your shirt shorting Apple. Maybe Samsung will surpass Apple sometime in the future, but it will not happen based on what I read this morning in the review of The York Times about the new Samsung phones. They reported that now the phone feels much better now that they have copied Apple and went to an aluminium case. Also, the camera was improved, but their whole operating system while somewhat improved was still far too difficult to navigate. Their conclusion was that unless Samsung came out with something that made Apple customers want to leave the iPhone ecosystem for something that was unique and special, Apple's lead will only continue to widen in the future. They did not find anything in the new Samsung phone that would warrant anyone from leaving Apple in droves and switching. My conclusion, as well as theirs, the margin will only continue to widen in the future as people desert Samsung phones for Apple's.
    Apr 2, 2015. 03:46 PM | 6 Likes Like |Link to Comment
  • Apple Watch: What Are The Margins? [View article]
    You are correct is saying that he is free to speak on any American issue. What I have a big problem with is his speaking out as CEO of Apple. His job is represent Apple as a company and do everything in his power to further those interests. We do not need to alienate any potential Apple customers to show that Tim Cook is fully aligned with the Gay movement in America. He can speak his mind but he should go out of his way to make sure he is speaking as Tim Cook --- private citizen and NOT as Tim Cook ---- CEO of Apple.
    Mar 31, 2015. 07:47 PM | 12 Likes Like |Link to Comment
  • 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