Seeking Alpha

apple_investor

apple_investor
Send Message
View as an RSS Feed
View apple_investor's Comments BY TICKER:
Latest  |  Highest rated
  • Apple: Thanks For The Stock Boost; Now How Bout More Cash? [View article]
    I think you meant R&D. R&R is rest & recreation.
    Apr 26, 2015. 12:48 PM | Likes Like |Link to Comment
  • Apple: Thanks For The Stock Boost; Now How Bout More Cash? [View article]
    As an options investor, show me the buyback, to hell with the dividends. Actually, I hope they do both. A regularly raised dividend supports the stock price. As far as retirement income, you can sell a few shares periodically if the dividend is too low - the tax treatment is the same.
    Apr 26, 2015. 12:42 PM | Likes Like |Link to Comment
  • Apple's Watch Strategy Embraces The 80-20 Rule [View article]
    There is an FDA approved blood sugar monitor that can talk to the iPhone and hence the watch and display the user's blood sugar reading on their wrist. I met a guy who has it and needs to take out his iPhone to see the reading. Having it display the number on the watch is a no-brainer. It's no for everyone, but for those people who are diagnosed with diabetes, it will be a must-have.
    Apr 19, 2015. 12:18 PM | 3 Likes Like |Link to Comment
  • Apple's Watch Strategy Embraces The 80-20 Rule [View article]
    What's missing, to make the Edition and Stainless models compelling is a stated upgrade plan. I bought my wife a gold Cartier. After 6 or 7 years the Quartz movement failed. For around $500 they replaced it. This should be Apple's game plan - for $350 any model Apple watch can have it's electronics replaced with the latest technology.
    This doesn't stop Apple from coming out with new designs, they just have to keep the electronics the same size width & height. Thickness can shrink, it'll still fit & can be adapted to the older styles.
    Apr 19, 2015. 10:27 AM | 2 Likes Like |Link to Comment
  • Apple Watch: Understanding Early Sales Data [View article]
    I needed to try on the watch in order to select which band to order it with - also the band size. Did that Saturday and will get the watch in June. There are probably a lot of people like me.

    Regarding ASP's and the Edition models. I believe there will be between 1 & 2% Editions sold (less here and more in China), and each 1% will increase the ASP by a whopping $120. Not to mention what that will do to margins. Just a thought.
    Apr 13, 2015. 06:15 PM | 9 Likes Like |Link to Comment
  • Apple Watch Success Not Limited To Unit Sales [View article]
    You could be wrong. I was surprised how good the watch looked and felt on my wrist. My wife thought it looked fantastic. Once these are out in the wild, there is going to be a kind of Apple Watch envy that will drive people to buy into the whole ecosystem. How many, remains to be seen, but it's liable to be much more than you think.
    Apr 12, 2015. 12:05 AM | Likes Like |Link to Comment
  • Strong Earnings To Drive April Dividend Hike At Apple [View article]
    With YOY EPS growth running around 40%, I could see them bumping the dividend to $2.40. Hopefully the buyback will enjoy a similar bump.
    Apr 7, 2015. 02:56 PM | 9 Likes Like |Link to Comment
  • Here's Why Analysts Have High Hopes For The New Apple Watch [View article]
    You don't know you need it............yet!
    Apr 4, 2015. 02:42 PM | 4 Likes Like |Link to Comment
  • Here's Why Analysts Have High Hopes For The New Apple Watch [View article]
    Everyone is saying the top of the line watch is $10,000, but actually it is $17,000. $10k just buys you the 38mm size with a plain band. The 42mm size starts at $12,000.

    I would buy the gold one if there was a guaranteed upgrade path. Without that, I'll probably stick to the stainless. You've got to go stainless to get the sapphire crystal.
    Apr 4, 2015. 12:07 PM | 3 Likes Like |Link to Comment
  • New Apple TV? Ask Why, Not When [View article]
    The why is gaming. XBox and Play Station are turning into entertainment centers, and Apple has to turn it's entertainment center into a gaming device to compete. All other functionality is just icing on the cake.
    Mar 29, 2015. 02:21 PM | 8 Likes Like |Link to Comment
  • Why Apple TV Is Fighting For Survival [View article]
    Right. The best sentence was him saying Apple's "stated purpose of lower costs and better choices by consumers" when he's talking about a service Apple hasn't announced or described yet. How can there be any stated purpose in a product not yet announced? What a joke.
    Mar 24, 2015. 10:59 PM | Likes Like |Link to Comment
  • Apple's Plan To Rethink Television [View article]
    Everyone is missing the obvious killer app here - it's not just watching what you want, it's watching it WHEN you want. Apple is building server farms all over the world. It's not just for the backing up user's devices, it's for storing and streaming all video and audio content.

    Let's say your favorite TV show is on at 8PM and you're out to dinner. You come home and start it from the beginning, just like you DVR'd it, but you don't have to - Apple is DVR'ing EVERYTHING. It's everything you want whenever you want it. That's why they can charge a price similar to cable. Plus, you don't need those $5 a month cable boxes or the $10 a month DVR boxes that only hold 40 hours of programming and are dumb as a stump.

    Net net, you'll get a better experience, with a much better user interface, for about the same, or a little cheaper than your current cable bill.
    Mar 21, 2015. 11:36 AM | 2 Likes Like |Link to Comment
  • Apple's Dow Inclusion: Catalyst Or Curse? [View article]
    This is Apple's Bar Mitzvah - Apple is finally an adult. Up till now, Apple has been viewed by many (wrongly) as a young, startup tech company with products that could go out of fashion in a year or two. Now maybe the investing public will recognize this is a "platform" company, that has a brand, has scale, has a "moat", has a locked-in customer base and can generate above average margins as far as the eye can see. Maybe, finally, a market multiple is within reach.
    Mar 7, 2015. 05:54 PM | 15 Likes Like |Link to Comment
  • Apple's Currency Problem Becoming More Challenging For The Company [View article]
    There is no question Bill is correct. I think Apple took this into consideration when they gave guidance in January. I think despite the currency headwinds Apple will beat consensus, which makes it all the more amazing. Someone called the iPhone 6 a super-cycle, and that is what it's proving to be.
    Mar 5, 2015. 02:37 PM | 9 Likes Like |Link to Comment
  • Apple Watch Edition: Price - Simple Logic [View article]
    Apple is a brand equal to Rolex or Cartier. They don't sell loss-leaders -They make money on their products. With gold at $1200 an ounce, why would the sell a solid 18k gold 42mm watch that likely has well over 1 oz of gold in it for less than what the gold costs? I'm not the founder of America's most trusted consumer product pricing service, and neither are you.
    Mar 3, 2015. 09:00 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
227 Comments
736 Likes