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jjkiam

jjkiam
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  • Apple roundup: Watch component defect, tax disclosure, smartphone share [View news story]
    Nothing this company does will ever satisfy the legion of people committed to the "commoditisation" meme. So the new disastrous pronouncements from Andy Hagreaves et Al is that Apple won't be able to continue to grow at this rate! It is so funny to me that none of the media outlets who spread his predictable doom and gloom interpretation ever look back at how long this "analyst" has been dead wrong about Apple.Forget the cash balance! Forget the largest buyback in history! Forget that next qtr's guidance was higher than the average analysts projections! Forget the 2nd largest qtr in the history of business!
    Apr 29, 2015. 07:15 PM | 18 Likes Like |Link to Comment
  • Report: Apple in talks to launch Web TV service [View news story]
    Another article that basically doesn't have any substance! Rumors and extrapolations about Apple's efforts to do something with TV have been rampant for years! I take a more guarded attitude towards believing any of this. Yes Apple is interested in TV. But NOTHING has been done to date. Discussions about anything mean absolutely nothing
    Feb 4, 2015. 07:46 PM | 10 Likes Like |Link to Comment
  • Apple: Bears Resurrect The Commodity Bogeyman [View article]
    A simple test of your statement that Android phones are recycled 10-1 is
    If that were true then why is the price of an older IPhone so much higher?
    Try selling your old Android phone to one of the telcoms and compare the price to what that same telcom will pay for a similarly old iPhone
    Feb 4, 2015. 07:23 PM | Likes Like |Link to Comment
  • Apple: Bears Resurrect The Commodity Bogeyman [View article]
    Please explain why you believe Mr Icahn has sold his shares? This rumor has been circulating a lot lately and I question whether this is complete BS. If he had sold that many shares it would have resulted in a major price decrease. This hasn't happened and I wouldn't be surprised if he is actually adding to his position
    Feb 4, 2015. 07:17 PM | 1 Like Like |Link to Comment
  • Apple: More Data On The iOS/Android Struggle [View article]
    Once again an attempt to portray Android as a single monolithic OS. This conceit by the author ignors the reality that the Android platform is forked, fragmented and very diverged. The author also ignors the internal battle between the hardware MFG's and Google over the default settings. This battle is a significant competitive disadvantage for the android ecosystem vs the IOS ecosystem. This also makes it ALOT more difficult for developers to write Apps for all the different versions of Android. Also it makes the Android consumer much more exposed to application failures than on IOS. The additional problems of Android security males enterprise adoption VERY limited. This is why Ssung is investing so heavily in TIZEN and also a big reason why they are interested in BBRY.
    I won't even bother to point out all the other hardware and ecosystem advantages that Apple is continuing to develop that create an even larger advantage of IOS bs Android. So when the newarket share numbers begin to reflect a longer period of IPhone 6(+) availability the dramatic increase in the apple market share will become increasingly apparent
    How you consciously ignore this is disappointing.
    Jan 31, 2015. 11:46 AM | 13 Likes Like |Link to Comment
  • Apple: In The Smartphone Race, Samsung Has Already Lost [View article]
    Yes indeed! Selling something with lo/no margin doesn't leave any room for error. And most importantly INVESTMENT in R&D, Capex etc. The Hi Tech hardware business is a very capital intensive enterprise. The fact that Xiaomi is still rasing private equity financing in their most recent round, implies that they aren't profitable and if their latest new device which they are touting as larger and thinner than the IPhone 6+ has any problems with bending or breaking then they don't have the capital to weather that kind of storm. Apple has the greatest fortress balance sheet the world has ever seen even with the historic capital return program. And every qtr they continuously keep ramping R&D and Capex spending.
    Jan 29, 2015. 02:26 PM | 4 Likes Like |Link to Comment
  • Apple: Winning The Profit Battle, Losing The Smartphone War [View article]
    Wow the market share argument never seems to end! A few years ago it was Apple is doomed to see an ever shrinking market share. Now that reality has disproven that thesis and Apple's market share is actually rising, the new twist is that it isn't going to grow for much longer. You really have missed the plot here. The integration on Apple devices is simply seamless and easy to use. This ease of use and almost flawless operation makes people very happy. The Apple ecosystem as part of this is growing into areas that vastly exceed what any Android mfg can offer. What programming language like Swift is available to all the developers on the Sndroid platform? Who in the Android platform has a truly comparable biometric security device built into their smartphone? Which competitors are creating their own SOC chip architecture. Which android mfg is offering something comparable to Apple Pay, Homekit, Health kit and CarPlay. Android is NOT an integrated platform! It a highly fragmented, branched and divergent OS system which is why you see such pathetically small adoption rates on the newer versions. So please stop with the ptretense that Android is this monolithic single competitor to Apple. If this wasn't true then why wold Samsung spend so much money time and effort to develop their own OS TIZEN. Also the battle between the Android hardware MFg's and Google over avoiding Google's efforts to have the consumer default to their ecosystem is a major source of confrontation among this so called monolithic system. Next time please put a little more thought into your thesis!
    Jan 28, 2015. 08:26 PM | Likes Like |Link to Comment
  • The Secret To Apple's Huge Quarter [View article]
    The truth is that Xiaomi is NOT profitable. They just raised additional money from another round of private financing. Their model of selling the hardware at no margin or even at a loss has been tried by many companies in many different industries and almost invariably those companies have gone out of business. Hi tech products require significant capital to fund continuous improvements in R&D, capex and General SG&A. The Xiaomi model is predicated on making their profit from their "ecosystem". The problem with that idea is that their OS isn't proprietary and Google wants everyone to default to their ecosystem. This is why Samsung has invested so much in Tizen.
    At some point the losses at Xiaomi will become apparent and we will see if the Chinese Govt wants to keep propping them up. If their new larger,thinner Mi turns out to actually be susceptible to bending or breaking that will be the end of the company as they have no cash reserves to weather that kind of a storm. And they can't possibly move into 1st world sales as there will be a long line of suits not just From Apple but many other players that go after this copyright infringing copycat company
    Jan 28, 2015. 05:01 PM | 1 Like Like |Link to Comment
  • Apple Update: A $2 Billion Currency Hit? [View article]
    Thanks for a serious article that outlines some of the currency headwinds, Apple will have to confront going forward this year., Mr Maurer!!
    I wonder how much Mr Blair invested in MSFT based on his last article? How's that working out?
    Since the recently announce ECB QE came as no surprise to anyone and the fairly certain devaluation effect it would have on the Euro, my guess is that Apple probably anticipated most of this in both the currencies their overseas profits are based and also hedges to offset any unanticipated currency devaluations
    Jan 27, 2015. 11:55 AM | Likes Like |Link to Comment
  • Why Xiaomi Is Not A Threat To Apple [View article]
    Another company following the oldest retailing joke in existence. George goes on a holiday and when he comes back he sees his partner is selling everything in the store below cost. The store is packed and when George asks his partner about how are they going to survive selling below cost. His partner says " Don't worry! We'll make it up on volume. Every company that has adopted this joke as their competitive advantage has discovered that they are in the going out of business business. No company can prosper on a 1% margin, esp in the world of technology where R&D, capex and staff dwarf that margin! Xiaomi will inevitably meet the same inevitable end-Massive sales followed by massive losses! They are privately held and easing capital through additional investor rounds or this would already be explicitly apparent.
    In addition, after watching the hysteria surrounding "Bendgate" last fall until CR out that rumor to bed, one has to wonder whether a larger thinner phone might actually be subject to breaking, bending more easily. Since they claim the phone was in development for 3 years, my guess is that they didn't follow the same rigorous testing procedures as Apple. Time will tell. My guess is they will break.
    Jan 19, 2015. 01:22 PM | 1 Like Like |Link to Comment
  • My Bet Is That Microsoft Will Outperform Apple In 2015 [View article]
    Note that while once again predicting the demise of Apple, the author has not invested ANY money in his new Muse MSFT! One wonders what happened to his previous Muse BBRY? Another totally predictable twist on his endlessly repetitive effort to prove that Apple is doomed. Now that his main thesis has and will be thoroughly discredited( ie diminishing market share ) when Apple reports its latest results, we see a switch to a new meme that MSFT is poised to overcome Android and IOS and dominate with the new 10 OS. Well time will tell but how many times have we heard this about MSFT. Wasn't 8 supposed
    To kill the competition or before that 7
    What a joke this author is but I plead guilty to being unable to resist responding
    Jan 7, 2015. 09:49 PM | 3 Likes Like |Link to Comment
  • Time To Eat Your Apple Pie [View article]
    I swore off MB because he is a completely disingenuous click bait troll but I foumd myself reading his post today for the first time in quite a while. Nothing ever changes in these posts! Same old market share arguments reworded to sound slightly different but actually repeat the same tired old discredited meme that he has been preaching for almost 2 years. Hilarious!
    Now I can go back to reading some serious analysis that light actually help inform my investment decisions
    Dec 15, 2014. 06:58 PM | 6 Likes Like |Link to Comment
  • It Pays To 'Think Different' About Apple's Stock Price [View article]
    Dear Author
    Don't you feel a bit disappointed that you could have seen another 3 bucks per share + if you had simply put in a trailing stop loss instead of selling. Never understand why more people don't employ this risk limitation strategy. Granted there can be calamatous moments when a stock has a bad earnings report and collapses overnight which can lead to significant losses below where the stop loss was placed but that isn't about to happen with Apple anytime soon. No black swan events on the horizon that I can see. Next earnings should be an all time blowout. Perhaps 2qtr guidance will take the stock down but that isn't until the end of January. So my question still remains.
    Nov 25, 2014. 07:12 AM | Likes Like |Link to Comment
  • Why Apple Could Have Upside To $136 Per Share [View article]
    It really boils down to the simple fact that Apple products work for even the least informed IT user. This is the reason I use all Apple products! They simply work!
    Oct 29, 2014. 07:46 PM | 10 Likes Like |Link to Comment
  • iTunes And Beats Music Should Not Be Merged [View article]
    Please explain your source for your statement that the music business is expanding from streaming. The exact opposite is true. While the decision to allow Jobs to unbundle an album turned the business from a $10 average transaction to a $.99 cent one the migration from downloading to streaming is far worse for music companies
    Oct 28, 2014. 06:32 AM | 1 Like Like |Link to Comment
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