Seeking Alpha


Send Message
View as an RSS Feed
View grobb's Comments BY TICKER:
Latest  |  Highest rated
  • Moore's Law, Not Apple, Is Driving The Mobile Market [View article]
    Apple will probably kill with their iWatch and iTV. The iWatch will be great starting as a nano on your wrist, I hope it has a camera. Everyone will be naysaying, cheering, trying, and speculating about every feature as I just did. In the game of creating the big-idea IC future, Moore's laws means you need a lot of money on hand to create never imagined big things.

    Apple has the reserves, track record, and the people to create the next big ideas. Apple is not a stock managed company. They create easy to use devices for "the rest of us" who are not geek engineers. I'm long aapl, why everyone else is not is amazing to me.
    Jan 29, 2014. 12:57 PM | 1 Like Like |Link to Comment
  • The Network Effect: Why Apple's iOS Will Win The Platform War Over Google's Android [View article]
    Great analytics!
    Jan 10, 2013. 08:10 PM | Likes Like |Link to Comment
  • Amazing Returns: Velti, Alcatel-Lucent, Alpha Natural Resources [View article]
    re: "...but investment (contribution) is more than 100%."

    Mathematically this is impossible. Many people say "more than 100%" as an exaggeration. "Percent" means "per hundred". When we say "100%" that means 100 parts per 100. In english, that translates to "everything". There can not be more than 100 parts per one hundred parts.
    Jan 8, 2013. 07:26 PM | Likes Like |Link to Comment
  • Apple Retail's Ron Johnson And John Browett Have Proved The Peter Principle Is Alive And Well [View article]
    The judgement on Ron Johnson is still out.

    Anything changing in a retail sore will result in fewer sales by repeat customers because people are a bit confused with anything new.
    Nov 13, 2012. 04:41 PM | 1 Like Like |Link to Comment
  • Oh Apple, About That 'Win' You Thought You Got... [View article]
    "A company can't just jack up prices based on vengeance and hot air without market forces resulting in a response. This will incentivize competition for Samsung's business."

    I agree.
    I also think everyone else who uses a fab will be incentivized to avoid Samsung.
    Nov 13, 2012. 04:20 PM | 1 Like Like |Link to Comment
  • An 8GB Wi-Fi-only version of the iPad Mini (AAPL) will cost just $249, according to an inventory screenshot leak - that would make the device, expected to sport a 7.85" display, $50 more expensive than the 7" 8GB Nexus 7 and 16GB Kindle Fire HD. But a 16Gb Wi-Fi version will go for $349, as will an 8GB 3G/4G version. The most costly model listed (a 64GB 3G/4G unit) will reportedly sell for $649. Apple is expected to unveil the Mini at an Oct. 23 event. (retina MacBook Pro[View news story]
    APPLE CONTRACTS WITH FIRMS ALL OVER THE WORLD (oops, sorry for the caps) for digital graphics. Apple releases their products in the U.S. first so the first leaked graphic pages may be in english and dollars. Apple usually adds the correct symbols... $, €, £, ¥
    Oct 15, 2012. 04:04 PM | Likes Like |Link to Comment
  • "We're going to patent it all," Steve Jobs declared in '06 after Apple (AAPL) paid $100M to settle an IP suit. The result would be a huge patent portfolio Apple is now wielding against rivals amidst complaints many patents cover obvious and/or existing software concepts. Apple's "unified search" patent was rejected in '04, with an examiner calling it "an obvious variation" on existing ideas. It would be rejected 8 more times before getting approved last year, and then successfully used against Samsung. [View news story]
    Almost every single patent is submitted multiple times.
    Oct 8, 2012. 10:26 PM | 1 Like Like |Link to Comment
  • "We don't do market research," says Apple (AAPL) design chief Jony Ive. "It will guarantee mediocrity and will only work out whether you are going to offend anyone." Consider that one more way Apple's culture is the opposite of Google's (GOOG), which is famous for taking a data-driven approach to everything. Ive also raised eyebrows by declaring the goal of the world's most valuable company "isn't to make money," but to "make great products." (previous: I, II)  [View news story]
    I worked at the company who made the files for the first iPhone box. We made over 120 versions to Apple specs. Then with about 6 weeks to go before the unveiling, Apple changed their minds and we did another 40 versions for a better box. I've never seen a more picky company in my 40 year career. I've talked to engineers at Apple, they also reinvent everything.
    Jul 31, 2012. 12:59 AM | 2 Likes Like |Link to Comment
  • Behind Apple's Mobile Market Strategy [View article]
    Great analysis Jaded,

    This is the decade of digital User Experience. Apple started hitting the user experience hard in the last century with their first computers with windows, icons & mice. They haven't stopped pushing the envelope. Everyone else is playing do-or-die catch up now.
    I worked at Apple print vendors for 30 years. Everyone I met from Apple is a smart, perceptive, detailed and creative. IMHO, Apple will continue to prevail. Like they said, Apple is making computing devices for the rest of us (intuitive/analog people).
    May 9, 2012. 03:00 PM | Likes Like |Link to Comment
  • Will Apple Be Helped Or Hurt By Facebook? [View article]
    I'm new here. I've been long AAPL since 1992. I worked in the printing/prepress industry for 42 years. As the industry changed to digital, everyone I knew used Apple computers to build their products. All equipment vendors supported Apple. Most companies where I worked were vendors for Apple. I've been lucky...

    Apple is helped by Facebook as more social people use it and need a computer/device "made for the rest of us". Short term, the stock goes up and down a little. Traders worry.
    Apr 21, 2012. 01:35 PM | Likes Like |Link to Comment