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donmcint

donmcint
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  • Apple tops $100 following bullish Morgan Stanley note [View news story]
    Belief, smartwatch comparison to watches, 40% imaginary margins, etc...Apple seems to be still a very emotional investment!

    I think the stock price has more possibilities of breaking out over $100 due to the love for the company and its products than for reason, analysis, and math!

    The stock market is a mysterious place.
    Aug 19 03:36 PM | 1 Like Like |Link to Comment
  • Argentina's Default: A Devastating Lesson In Unfunded Government Liabilities [View article]
    It was interesting until you started to mix ideology with your economic analysis and , worse, finished with a sales pitch. You need to understand that this reduces your credibility.

    Also you make all sorts of false connections to support you value proposition like say the US is the same path of Argentina. This is not true since Argentina has changed its currency 5 times in 50 years, it has been devalued more than 25000% and it takes on debt in a currency it doesn't control like US dollars,Euros, Yens, etc.

    I agree with you about Paul Krugman and general overspending by government concepts, but the US inflation is under control, interest rates have stayed low for the most part, and the Fed can print dollars to finance the US Treasury so it doesn't default.

    I think it is dangerous how the US has taken on debt (110% of GDP) and this is a problem,but far away from Argentina's culture of not paying, corruption, and mismanagement.
    Aug 13 02:38 PM | 3 Likes Like |Link to Comment
  • Apple's iPhone 6 Event: A Turning Point [View article]
    Seeking Alpha is an important source of information for me, but I need for the market share increase/decline issue to be more clear!

    What is Apple's market share reality? In the US and globally, is it declining or growing?

    This is critical to judge revenue and income growth to check valuation.
    Aug 6 04:44 PM | Likes Like |Link to Comment
  • Code Orange For Apple: Market Share Decline Is A Pounding Headache [View article]
    Yes they lost against PC's, they had 5% share vs 95% PCs. Apple started to gain share and had record growth with the iPod, then iPhone, then iPad.
    Aug 6 03:58 PM | Likes Like |Link to Comment
  • Code Orange For Apple: Market Share Decline Is A Pounding Headache [View article]
    I am not in the mood to troll like you, but it would be better to understand why you don't agree with the idea that a consistent loss of mkt share by Apple will hurt revenues and net income, or growth.

    I don't own BB, actually I recommended to buy AAPL at $58 ($400 when Ichan bought shares and pushed for more payout to shareholders).
    Aug 6 03:56 PM | Likes Like |Link to Comment
  • Code Orange For Apple: Market Share Decline Is A Pounding Headache [View article]
    By keeping prices high and high margins Apple is sacrificing market share and in the end market share wins. This is because it is important to be the standard. Everybody works for the standard and not the lower market share system.

    Apple already lost the battle, it is still to be seen in loss of revenue and income.This is why they are keeping so much cash.

    Remember Apple mobile business is more than 60% of its revenue, once it starts to decrease it will be bad for income and stock.
    Aug 6 02:25 PM | 2 Likes Like |Link to Comment
  • Code Orange For Apple: Market Share Decline Is A Pounding Headache [View article]
    Incline upwards? Yes,this is because the market is growing at a faster pace than the rate at which APPle is losing market share. But this growth is already decelerating and share will be key to keep growth up.
    Aug 6 02:19 PM | 1 Like Like |Link to Comment
  • Code Orange For Apple: Market Share Decline Is A Pounding Headache [View article]
    The computer/mobile/software market is not as segmented as the car industry by styles and luxury. In general the public has opted for performance measures like processing speed, image quality, supply of apps, etc.

    The computing device and the operating system are a medium to information solutions rather than the end product.

    Although there is a "hipster" and "cool" aspect to Apple my guess it is not that strong to warrant a defense of market share (as its been seen already).

    In the end if Whatsapp,Facebook, Snapchats, Games, Google, Youtube, etc are available users will opt for the cheapest and better performing system and where all the services and connections are.

    This is why I think market share is important and why I thin its bad news Apple is loosing it.
    Aug 6 02:15 PM | 1 Like Like |Link to Comment
  • Code Orange For Apple: Market Share Decline Is A Pounding Headache [View article]
    Declining market share is a concern because tech platforms like hardware, software operating systems, and some software services like marketplaces, messaging, and social tend to establish themselves as standards. Once a standard is in place the rest of the ecosystems change to the standard and leave the non-standard technologies with very small niches.

    To sustain Apples valuations high profitability is needed,but this is the result of margins x units sold. As units sold decline (which would be a result of loosing the standards war) then overall earnings and earnings growth is compromised.
    Aug 5 03:47 PM | 3 Likes Like |Link to Comment
  • This Week On Estimize Podcast 8/1/14 [View article]
    Great call Leigh!
    Aug 2 07:12 PM | Likes Like |Link to Comment
  • An End To Our Relationship With Yahoo, A New Era For Equity Research [View article]
    I guess then SA will get 19% less traffic if this was what Yahoo was delivering. The decision to increase income for writers is good for quality, but I don't know how you will increase traffic. Actually quality reduces traffic these days.

    Have you thought of mixing easy read, listicles, and other types of content? Business Insider, HuffPo, Buzzfeed, Mashable, they all mix fast "populist" content with deeper articles and their traffic has grown increasing readership on all kinds of content.

    Editorial "populism" is more of a need these days.
    Aug 2 06:55 PM | Likes Like |Link to Comment
  • The Amazon.com 'Come To Jesus' Earnings Report [View article]
    What does stronger mean if financially they are deteriorating? They need to spend ever more money just to fuel growth that reports a deficit for every dollar spent.

    A strong business for an internet company is FB, GOOG, or even the money loosing TWTR which has a path to profitability. AMZN has a path to un-profitability!

    Although AMZN has a clear top line growth and positive driver metrics, where is the plan to make money (at least in 10 years?).
    Jul 25 09:05 PM | 2 Likes Like |Link to Comment
  • The Amazon.com 'Come To Jesus' Earnings Report [View article]
    Thx Paulo, can you pls clarify me what is EGM?
    Jul 25 08:57 PM | Likes Like |Link to Comment
  • Microsoft Earnings Preview: Focus On Revenue Growth From Hardware And Cloud Services [View article]
    Consumer and enterprise are very closely related now, whatever employees use for their private lives (iPhone, Samsung, Android, iOS, Dropbox, gmail, etc.) is what it seems enterprises will have to adopt in the end. Microsoft and Yahoo are not well positioned in these new end user brands. Apple was smart to partner with IBM,but IBM was smarter to partner with Apple because iPads and iPhones (and increasingly Macs) is what employees use for everything.
    Jul 25 02:16 PM | Likes Like |Link to Comment
  • The Amazon.com 'Come To Jesus' Earnings Report [View article]
    Paulo, I understand and agree on the financial side of Amazon's business. Can you give some thought (or speculation) as to why the market values the company so high? Is it because there is positive traction on the basic drivers side of the business? like service usage, traffic, subscribers, customers, units sold, etc.?
    Jul 25 02:05 PM | Likes Like |Link to Comment
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