Seeking Alpha


Send Message
View grobb's Comments BY TICKER:
  • 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
  • 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
  • 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
More on AAPL by grobb