JIM's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/63796/comments http://seekingalpha.com/article/71190-is-there-a-mobile-phone-recession?source=feed#comment-137078 137078 Sat, 05 Apr 2008 21:55:49 -0400 http://seekingalpha.com/article/70866-stocks-rally-on-financial-writedowns-overly-optimistic?source=feed#comment-136847 136847
UBS, supposedly capable of creating/protecting wealth, pisses it away and is rewarded.

RIMM grows at a slowing rate and is rewarded.

Apple makes a great profit and gets slammed.

Disgusting.]]> Fri, 04 Apr 2008 23:41:11 -0400
UBS, supposedly capable of creating/protecting wealth, pisses it away and is rewarded.

RIMM grows at a slowing rate and is rewarded.

Apple makes a great profit and gets slammed.

Disgusting.]]> http://seekingalpha.com/article/71190-is-there-a-mobile-phone-recession?source=feed#comment-136556 136556
iPod's have per-unit yielded more revenue as time has gone forward. Expect the company to continue enhancing the desirability of their phones and inching that revenue ever-upward as well.]]> Fri, 04 Apr 2008 11:44:50 -0400
iPod's have per-unit yielded more revenue as time has gone forward. Expect the company to continue enhancing the desirability of their phones and inching that revenue ever-upward as well.]]> http://seekingalpha.com/article/71181-hold-on-to-rimm?source=feed#comment-136475 136475
Consider what you're getting for the premium you pay for RIMM. A decreasing rate of growth?

Given that UBS can go up 11% after writing down 19 billion additional, and that Merril says it's fat with cash, and that people believe them, anything is possible today. We obviously want to admire the emperor's new clothes.

But 'possible' doesn't make it correct.

Was long RIMM, but it's just not worth the worry that their world is going to shrink.]]> Fri, 04 Apr 2008 09:56:12 -0400
Consider what you're getting for the premium you pay for RIMM. A decreasing rate of growth?

Given that UBS can go up 11% after writing down 19 billion additional, and that Merril says it's fat with cash, and that people believe them, anything is possible today. We obviously want to admire the emperor's new clothes.

But 'possible' doesn't make it correct.

Was long RIMM, but it's just not worth the worry that their world is going to shrink.]]> http://seekingalpha.com/article/71190-is-there-a-mobile-phone-recession?source=feed#comment-136409 136409
India, for example, while not having a carrier agreement in place with Apple, is very hospitable to the iPhone due to the ubiquity of WiFi.

This will be increasingly the case for burgeoning developing countries not hindered by legacy networks.]]> Fri, 04 Apr 2008 07:52:13 -0400
India, for example, while not having a carrier agreement in place with Apple, is very hospitable to the iPhone due to the ubiquity of WiFi.

This will be increasingly the case for burgeoning developing countries not hindered by legacy networks.]]> http://seekingalpha.com/article/71143-apple-iphone-shortage-is-3g-coming?source=feed#comment-136391 136391 Fri, 04 Apr 2008 06:42:35 -0400 http://seekingalpha.com/article/71181-hold-on-to-rimm?source=feed#comment-136383 136383 Fri, 04 Apr 2008 06:15:45 -0400 http://seekingalpha.com/article/71082-research-in-motion-unfazed-by-apple?source=feed#comment-136017 136017 Thu, 03 Apr 2008 12:05:10 -0400 http://seekingalpha.com/article/70971-expecting-apple-to-reach-300-in-2008?source=feed#comment-135903 135903 Thu, 03 Apr 2008 09:20:49 -0400 http://seekingalpha.com/article/70971-expecting-apple-to-reach-300-in-2008?source=feed#comment-135801 135801 Thu, 03 Apr 2008 06:08:44 -0400 http://seekingalpha.com/article/70911-why-yesterday-s-optimism-wasn-t-warranted?source=feed#comment-135629 135629 Wed, 02 Apr 2008 21:08:08 -0400 http://seekingalpha.com/article/70911-why-yesterday-s-optimism-wasn-t-warranted?source=feed#comment-135324 135324 Wed, 02 Apr 2008 13:13:35 -0400 http://seekingalpha.com/article/70472-citigroup-analysts-upgrades-lehman-brothers-to-buy?source=feed#comment-133935 133935 Mon, 31 Mar 2008 06:31:49 -0400 http://seekingalpha.com/article/70041-under-the-radar-news-wednesday?source=feed#comment-133798 133798 Sun, 30 Mar 2008 18:18:20 -0400 http://seekingalpha.com/article/69823-jim-cramer-s-mad-money-in-depth-3-24-08-happy-days-are-here-again?source=feed#comment-131073 131073 Tue, 25 Mar 2008 09:06:30 -0400 http://seekingalpha.com/article/61665-apple-sitting-on-excess-inventory?source=feed#comment-131066 131066
Who cares?

Let Apple run its business. The banks/hedges/investmen... houses obviously can't run theirs...]]> Tue, 25 Mar 2008 08:59:53 -0400
Who cares?

Let Apple run its business. The banks/hedges/investmen... houses obviously can't run theirs...]]> http://seekingalpha.com/article/69602-apple-mozilla-flap-is-really-about-google-revenue?source=feed#comment-130522 130522 Mon, 24 Mar 2008 08:08:16 -0400 http://seekingalpha.com/article/68111-rim-s-single-point-of-failure?source=feed#comment-126077 126077 Thu, 13 Mar 2008 14:23:48 -0400 http://seekingalpha.com/article/68359-sell-the-news-buy-the-rally?source=feed#comment-125918 125918 Thu, 13 Mar 2008 09:41:28 -0400 http://seekingalpha.com/article/67556-apple-and-rim-battle-for-the-corporate-mobile-market?source=feed#comment-124983 124983 Tue, 11 Mar 2008 06:53:57 -0400 http://seekingalpha.com/article/67636-iphone-sdk-and-restrictions-some-of-the-details-arent-great?source=feed#comment-123605 123605 Fri, 07 Mar 2008 11:59:23 -0500 http://seekingalpha.com/article/67636-iphone-sdk-and-restrictions-some-of-the-details-arent-great?source=feed#comment-123514 123514
Now, wouldn't that be a phun user experience?]]> Fri, 07 Mar 2008 10:23:09 -0500
Now, wouldn't that be a phun user experience?]]> http://seekingalpha.com/article/67556-apple-and-rim-battle-for-the-corporate-mobile-market?source=feed#comment-123489 123489
What a hoot. He truly is a Porky Pig and Elmer FUD hybrid!]]> Fri, 07 Mar 2008 09:43:47 -0500
What a hoot. He truly is a Porky Pig and Elmer FUD hybrid!]]> http://seekingalpha.com/article/67636-iphone-sdk-and-restrictions-some-of-the-details-arent-great?source=feed#comment-123480 123480
And then to go and blog it to the world...

Where, oh where, do these people come from?]]> Fri, 07 Mar 2008 09:32:26 -0500
And then to go and blog it to the world...

Where, oh where, do these people come from?]]> http://seekingalpha.com/article/67636-iphone-sdk-and-restrictions-some-of-the-details-arent-great?source=feed#comment-123458 123458
I was planning on watching the two companies battle it out, but it's looking more like 'game over man'...]]> Fri, 07 Mar 2008 09:11:35 -0500
I was planning on watching the two companies battle it out, but it's looking more like 'game over man'...]]> http://seekingalpha.com/article/67636-iphone-sdk-and-restrictions-some-of-the-details-arent-great?source=feed#comment-123437 123437
Apple just laid one of the best SDK's ever at developers' feet.

And 100 million in seed money to boot.

This is unprecedented and will have developers tripping over themselves to publish their apps, despite the imaginary impediments you are placing at their feet in this writeup. ]]> Fri, 07 Mar 2008 08:42:49 -0500
Apple just laid one of the best SDK's ever at developers' feet.

And 100 million in seed money to boot.

This is unprecedented and will have developers tripping over themselves to publish their apps, despite the imaginary impediments you are placing at their feet in this writeup. ]]> http://seekingalpha.com/article/67205-fortune-can-t-make-up-its-mind-on-apple-s-steve-jobs?source=feed#comment-122386 122386
Fortune is competing with the Enquirer, I suppose.

Perhaps the writer would enjoy an endoscope up his--nevermind.]]> Wed, 05 Mar 2008 09:52:17 -0500
Fortune is competing with the Enquirer, I suppose.

Perhaps the writer would enjoy an endoscope up his--nevermind.]]> http://seekingalpha.com/article/66643-apple-s-anywhere-iphone-has-far-from-peaked?source=feed#comment-120785 120785
Hey, why don't you whine and cry over the many, many dollars that, say, Nokia, isn't getting because they haven't been getting recurrent revenue from carriers? I'll throw you a towel and join in with some crocodile tears if that will help you feel better...

You're thick as a brick, man.

Lastly, anyone who could seriously accuse Howe of cloudy thinking, should NOT stop taking their medication.]]> Fri, 29 Feb 2008 15:58:32 -0500
Hey, why don't you whine and cry over the many, many dollars that, say, Nokia, isn't getting because they haven't been getting recurrent revenue from carriers? I'll throw you a towel and join in with some crocodile tears if that will help you feel better...

You're thick as a brick, man.

Lastly, anyone who could seriously accuse Howe of cloudy thinking, should NOT stop taking their medication.]]> http://seekingalpha.com/article/66612-apple-s-strong-product-lines-should-push-shares-higher?source=feed#comment-120609 120609 Fri, 29 Feb 2008 09:22:24 -0500 http://seekingalpha.com/article/66651-does-wall-street-properly-value-google-apple-brand-loyalty?source=feed#comment-120600 120600
Interestingly, this behavior modification seems to have been effective on some of these dunces.

Notice that Savitz has toned down his waterboarding of Apple stock lately. And, he hasn't paraded around any disreputable 'analysts' in the past couple of days...]]> Fri, 29 Feb 2008 09:09:50 -0500
Interestingly, this behavior modification seems to have been effective on some of these dunces.

Notice that Savitz has toned down his waterboarding of Apple stock lately. And, he hasn't paraded around any disreputable 'analysts' in the past couple of days...]]>