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  • Is Apple's Threat Real In The Living Room? [View article]
    Is there a typo in this article? If "In 2012, global television sales shrank about 4% to 237 million units.", how Apple can "estimate that Apple-branded televisions could sell 156,000,000 units globally in their first year"?
    Feb 5 11:59 AM | Likes Like |Link to Comment
  • Will Market Doubt Unleash Apple's Cash Reserves? [View article]
    Margin and innovation will not be the only issues for Apple. If Apple can be more shareholder friendly, it can be took as a very positive spin for the wall street and the investors.
    Jan 16 03:49 PM | 1 Like Like |Link to Comment
  • Dear Apple Board, This Is How You Defend The Share Price [View article]
    Apple beats its own stock price down due to its secretive behavior. I hope that Apple will learn the lesson, and handling these business and market issues differently.
    Jan 15 03:43 PM | 3 Likes Like |Link to Comment
  • Comparing Apple's Guidance To Actual Results [View article]
    Great article!

    If Apple meets and beats its own guidance, but it missed the analysts' expectation, it is only an indication how naive these highly paid analysts are. But it also a strong indication that Apple knows how to manage its products and runs the company well. Should we buy stocks from a company that is well managed?
    Jan 14 02:38 PM | 1 Like Like |Link to Comment
  • Apple Likely To Crush Analyst Estimates With 53 Million Q1 iPhone Shipments [View article]
    I checked with our field office in Korea (the function of the field office is not mobile phone related) with 15 people. Out of the 10 people below 35 years old, 7 of them have iPhone. This is very high percentage of iPhone ownership, considering it is in Korea, which is Samsung's turf. Some other staff told me that the reason they bought Samsung phone is due to their function of sales call at Samsung. In Korea, bring an iPhone to a Samsung office is not "politically correct".
    Jan 14 11:27 AM | 2 Likes Like |Link to Comment
  • Apple's Possible Production Nightmare Scenarios [View article]
    This article has to be written by someone does not have any idea how to run a company. Almost 98% of the companies work with the contract manufacturers to produce their products. This is how the ecosystem works. Everyone is doing what it can do the best, and making money on what they can do the best.
    Jan 7 12:55 PM | Likes Like |Link to Comment
  • 4 Reasons Windows 8 Will End Apple's Market Share Growth - And Why Apple Shouldn't Care [View article]
    "Windows Phone Now Third Most Popular Platform In U.S".

    Sounds exciting. But let's take a look at what else is out there for smartphone: iPhone (iOS) is #1, Android is #2, and Windows' phone is #3. So one can consider it as the third most popular platform, or consider it as the last one on the list. Cup is half full or half empty.
    Dec 21 04:23 PM | Likes Like |Link to Comment
  • 4 Reasons Windows 8 Will End Apple's Market Share Growth - And Why Apple Shouldn't Care [View article]
    Microsoft also announced that it will have MS Office running on iPad in April next year. This is an indication that Microsoft realized that its Surface can't compete with iPad. But with Office running on iPad, it can at least have some software revenue from Office on iPad. With the Office running on iPad, Apple can have even greater sales, and greater corporate adoptions, and Microsoft can have better software revenue as well. It is a win-win situation. I believe that Microsoft will eventually give up its Surface tablet, and more focused on providing business software on iPad.
    Dec 21 04:02 PM | 1 Like Like |Link to Comment
  • 4 Reasons Windows 8 Will End Apple's Market Share Growth - And Why Apple Shouldn't Care [View article]
    The problem with Surface is that it will freeze, just like your PC. This is a big No for tablet. Just like the old PC,chew up memory quickly is another big issue for tablet. The WIndows 8 did not change these fundamental issues forever existing for Windows, and it is not acceptable for tablet applications for sure. These issue should not be acceptable to PC as well, but people live with it because Windows is the only game in town for PCs. But tablet is a totally different story.
    Dec 21 02:53 PM | 1 Like Like |Link to Comment
  • Apple's Solid Mac Performance Compares Favorably To Sluggish PC Sales [View article]
    Though PC is at a down trend, but PC is still at a huge volume, and Apple's Mac revenue is going up. The trend is that Apple's Mac share will grow, and eating into the PC market. This still can be a huge growth potential for the Mac, with iPhone, iPad, iCloud, and 700,000+ forming an incredible ecosystem.

    I believe that we will see a huge iMac growth in the coming years with the overall PC volume going down.
    Dec 10 02:06 PM | Likes Like |Link to Comment
  • Apple's Decline: Thanks, iPad Mini [View article]
    Margin compression should not be a good issue for Apple. Its P/E is only 12, which is lower than the industry average, which means not much hype built in, unlike AMZN has a P/E of 3000. If margin compression is a concern, why no one worries about AMZN? If Apple's P/E is above 20, I may have some concern on its margin compression.

    I believe that AAPL's recent sell-off is purely due to the traders' manipulation, or the huge volume of options expiring, or fiscal cliff .... Once all these are over, the traders and the fund mangers will try to pump the stock up again, which for Apple, it is easy, since it has a strong fundamentals.
    Dec 9 12:27 PM | Likes Like |Link to Comment
  • Apple's Decline: Thanks, iPad Mini [View article]
    I do not think that the prediction for 3 - 5 year out will be much meaningful here. Any great company can make mistake and fall in the long run, such as HP. What about Apple in the next couple years? Should they continue its dominant position in the smart phone and tablet? If we believe so, it should be good enough for the investors.
    Dec 9 12:15 PM | Likes Like |Link to Comment
  • Apple's Margins Will Stay Strong In FY13 [View article]
    Great article.

    Analysts start to compare Apple with Dell and HP (same industry) on P/E, and consider Apple is not as cheap as it looks. They should also compare Apple with Dell and HP on the EPS, and it can show that we are talking about totally different class of companies.
    Dec 6 03:47 PM | Likes Like |Link to Comment
  • The Real Reasons Why Apple Is Tanking [View article]
    Apple seems do not care about its investors' return. The special dividend from Apple should have a significant boost to its stock, and it is an easy move for Apple with its 120 billion in cash. But Tim cook select to ignore its share holder's expectation. For a company does not care shareholder's value, why anyone should keep their money in Apple?
    Dec 5 05:00 PM | Likes Like |Link to Comment
  • How Apple Could Build The Dominant Computing Platform [View article]
    Intel's CPU is based on the CISC architecture, and Apple's CPU is based on the RISC architecture. In general, RISC core has a much smaller die and lower power than the CISC core. So it can be the case that the Apple A6 only cost $20 while Intel's core i3 costs $117. Remember that Intel also has to mark up its product for its margin, though I do agree that the view of having iPad mini to take over PC stretches a little too far.
    Nov 15 02:35 PM | 2 Likes Like |Link to Comment
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