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AnLe41

AnLe41
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  • Jony Ive Was Demoted, Not Promoted, And Other Things Apple [View article]
    If the desire of Apple shareholders is to secure that Jony Ive stays with the company for as long as possible (which we can assume being the case), then this is good news. The new position, with the lowered amount of time and energy being required in order to handle day-to-day administrative tasks, including personnel responsibility, will free up his time to focus on the design work, which he apparently loves.

    Anyone who has held executive positions at a major corporation knows how much time needs to be allocated (waisted?) on non-productive matters, and in his previous role, I have had some concern that he would go for an early retirement and just be done with it. With the new role, he can hopefully provide the design influence and be involved in that process, whereas he can manage his own time more freely.
    May 28, 2015. 12:47 PM | 3 Likes Like |Link to Comment
  • Google slashes cloud computing prices by 5%-30%, claims 40% edge [View news story]
    Is this good news for AMZN shareholders (i.e. a confirmation that AMZN has really gained a huge market share of the cloud business), or just something that regards Google's own business performance?
    May 18, 2015. 05:59 PM | 2 Likes Like |Link to Comment
  • Tesla Analysts Now Expect 2015 Loss [View article]
    The time to go short TSLA is the day Elon Musk's Twitter account is closed down!
    May 18, 2015. 10:41 AM | 4 Likes Like |Link to Comment
  • Apple To $140 By End Of May: It's A Mathematical Problem [View article]
    But ..... they don't make a dime by doing so. LoL.

    Google, the perpetual mother of betas and fragmented Android derivative OS's spread across 3rd-world low-cost hardware manufacturers, where Google doesn't even get a dime from ads, nor app sales.
    May 18, 2015. 12:12 AM | 3 Likes Like |Link to Comment
  • Apple Bond Issuance Shows Potential Market Problem [View article]
    @Deja Vu: Seems you know something the rest of us don't.

    It's hard to make predictions, especially those that regard the future.....
    May 14, 2015. 01:49 AM | 1 Like Like |Link to Comment
  • Apple Announces New Environmental Initiatives in China [View article]
    So, investing in solar power projects and renewable forests in China - is that primarily driven by a CSR policy program.

    OR - is it also good business for Apple? There were many vocal critics when Apple announced its solar power plan project in CA, but there were later facts coming out that suggested it was also a really good deal for Apple (and the criticism faded somewhat). I believe CSR makes a lot of sense, and even better if the companies also assist to clarify the business impact such initiatives are foreseen to have.
    May 11, 2015. 02:30 PM | Likes Like |Link to Comment
  • Tesla's Amazing Powerwall Reservations [View article]
    TSLA is one of the greater stocks to trade on news and hype around announcements, never on fundamentals. The major risk in speculating in the TSLA stock (or its options), is to know when Tesla will have its "The Emperor's New Clothes" moment and the stock will collapse.

    One day, any company will need fundamentals to support a certain stock valuation. Musk is a master at pushing that date into the future, but those days will also come to an end.
    May 11, 2015. 02:17 PM | 8 Likes Like |Link to Comment
  • Benchmarking The Apple Watch Launch [View article]
    They probably did. Remember that a very large portion of all the Android phones that are sold end up not being used, so I believe Apple has bet that the smartwatch market can act similarly. Existing wearable offerings are poor implementations that don't offer people any pleasant user experience. That kind of situation is one of several criteria for Apple to enter a certain market.
    May 8, 2015. 03:40 AM | 1 Like Like |Link to Comment
  • Apple Earnings Call: Under The Radar Gems [View article]
    Simply a way to suck out the huge option premium that was there in all the weekly option contracts that had been sold prior to earnings. The volume op weekly option contracts was humongous vs. normal weeks, so it made sense for market makers to make an effort to bring down the stock during the days after the earnings report. Now that those options are expired, the stock can start to climb to new highs.
    May 2, 2015. 12:58 AM | 6 Likes Like |Link to Comment
  • Here's Why Apple's Huge Cash Pile Is Now One Of Its Biggest Problems [View article]
    There's an easy solution to Apple's huge cash pile: Bring Jeff Bezos on to the Apple BoD and replace Luca Maestri with Amazon's CFO.

    Apple's cash pile problem will be gone in a heart-beat!
    Apr 30, 2015. 01:55 PM | 8 Likes Like |Link to Comment
  • Apple Reports A Stellar Quarter, Outlook Also Solid [View article]
    Apple has blocked from buying shares by the SEC rules. 48 hours after earnings, they are allowed to start again, i.e. Thursday.

    That should strengthen the downside support.
    Apr 28, 2015. 07:04 PM | 5 Likes Like |Link to Comment
  • Apple Reports A Stellar Quarter, Outlook Also Solid [View article]
    Another aspect to consider: AAPL's story and development defies everything we are taught in business school. Most people on Wall Street, including analysts, have MBAs from famous schools where a core theme we learned is that market share is the biggest key to success + the ability to scale to a wider audience at limited incremental costs. That's why it is difficult to grasp that Apple can continue to grow and excel.

    The same reasons explain why AMZN will get a pass for never showing any profits for many years to come. Google is another great example where slowing growth and missing Revs and ESP estimates qtr after qtr don't cause the stock to plummet. Google and Amazon fit the business school success recipe spot on. I am not saying that they won't succeed in the future, but remain surprised how the market are reacting to their numbers.
    Apr 28, 2015. 06:41 PM | 25 Likes Like |Link to Comment
  • Google Earnings: Is The Optimism Justified? [View article]
    Most analysts went to business school around the same time frame to get their MBAs, and were taught that market leadership is the number one thing for success. Hence, GOOG/GOOGL is rarely punished for slowing growth and disappointing top- and bottom lines. According to the school book, Google's future upside has no limits.

    It's like Amazon, which will not be required to show any profits for years to come, while still being an investor darling.
    Apr 28, 2015. 02:54 PM | 4 Likes Like |Link to Comment
  • Why Apple's Dividend Increase Is A Disappointment [View article]
    Apple actually has to wait until market opens on Thursday (earnings +48 hours) to start buying back its own shares again.

    Pretty sure Cook & Maestri would have loved to take some shares @ around $130 this morning...
    Apr 28, 2015. 01:57 PM | 6 Likes Like |Link to Comment
  • 3D Systems - same old, same old? [View news story]
    Great technology - stinking stock. Management has probably lost any confidence there was left. In addition, the 3D-printer market seems a nightmare - if you are on the sellers' side.
    Apr 24, 2015. 08:54 AM | Likes Like |Link to Comment
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