Apple's Achilles' Heel: Samsung Has An Arrow Pointed Straight At It [View article]
Sure, Android's tablet share will outpace Apple's in 2013. However, how many of those Android tablets are either 1) shipped but not sold or 2) serving as glorified paperweights on their owners' desks or, worse yet, forgotten in a drawer or closet? Based on usage statistics compiled by numerous third parties, there are huge piles of Android e-trash lying around.
Apple's R&D Numbers - Something Good Brewing, Or Something Wrong? [View article]
Apple is doing more and more in-house (designing chips for mobile devices, maps, etc.), which probably necessitates greater R&D spending.
On innovation, the only developments over the last 5-6 years in the mobile space that qualify as "innovations" are the original iPhone and the original iPad. All mobile devices since, whether by Apple or any other manufacturer, have been evolutionary rather than revolutionary products. The Surface is innovative for Microsoft's standards, but tiles and a kickstand are not, in and of themselves, "innovative."
Apple: Take Profits Before You Lose Them [View article]
I was severely tempted to sell AAPL (less than 10% of the total) yesterday. After seeing what happened in the premarket, I pulled the trigger. AAPL was pushing 20% of the portfolio, and as much as I love it, I had to sell some.
Internally debating whether to sell AAPL is a good problem to have.
Should Apple Shareholders Take Boycott Talk Seriously? [View article]
Apple gets the headlines because of its dominance, but you correctly mention that the issue applies to all electronics makers. Boycott Apple for who? I hope would-be boycotters understand that Samsungs, Lenovos, and Dells are not manufactured at Googleplex-like fantasylands where workers can play video games and receive massages on the companies' dime. Perhaps they can do without their smartphones, tablets, computers, etc., etc., ... .
GE is a financial services company with a minor focus on the industrial sector. Given the uncertainties in the financial sector, one can argue that a $200B market cap is generous. If you strip away the Welch-style accounting gimmicks and fake profits, Apple could very well be three to four times larger than GE.
Apple's Achilles' Heel: Samsung Has An Arrow Pointed Straight At It [View article]
Perhaps, but they don't appear to be interested in developing apps for Android tablets.
Apple's Achilles' Heel: Samsung Has An Arrow Pointed Straight At It [View article]
Apple's R&D Numbers - Something Good Brewing, Or Something Wrong? [View article]
On innovation, the only developments over the last 5-6 years in the mobile space that qualify as "innovations" are the original iPhone and the original iPad. All mobile devices since, whether by Apple or any other manufacturer, have been evolutionary rather than revolutionary products. The Surface is innovative for Microsoft's standards, but tiles and a kickstand are not, in and of themselves, "innovative."
Apple: Take Profits Before You Lose Them [View article]
Internally debating whether to sell AAPL is a good problem to have.
Apple's Cash Should Be Used For These Acquisitions Instead [View article]
Should Apple Shareholders Take Boycott Talk Seriously? [View article]
How The Steve Jobs News Impacts Apple In The Long-Term [View article]
Of course, Welch's turning GE into a financial services company had nothing to do with its performance over the last few years ...
A Perspective On The Great Steve Jobs [View article]
Nevertheless, it would take an Arab-American, Democratic, liberal hippie to be the best at capitalism and entrepreneurship, wouldn't it?
Is Apple Mania Warranted? [View article]