Seeking Alpha

szeducate

szeducate
Send Message
View as an RSS Feed
View szeducate's Comments BY TICKER:
Latest  |  Highest rated
  • 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 | 14 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
  • 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
COMMENTS STATS
107 Comments
739 Likes