Seeking Alpha


Send Message
View as an RSS Feed
View apple_investor's Comments BY TICKER:
Latest  |  Highest rated
  • 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
  • Apple Watch Edition: Price - Simple Logic [View article]
    If I was in charge, I'd sell a $149 a year service contract (AppleCare) on the watch which would include a full internals replacement every 2 years. Then they would have a recurring revenue stream and happy users who always have the latest technology.
    Mar 3, 2015. 08:40 PM | 12 Likes Like |Link to Comment
  • Notes On Cars (And Apple) [View article]
    I believe there will be a car. It may take 10 years, but, there will be an Apple car. The product I'd like to see Apple make is a search engine with no advertising, no paid results, no invasion of privacy, no selling my search history to marketers - just like Google, only without everything that's wrong with Google. Available only on Apple devices. Poetic justice for Google creating Android.
    Mar 2, 2015. 08:44 PM | 6 Likes Like |Link to Comment
  • Notes On Cars (And Apple) [View article]
    Mercedes-Benz is working on pothole avoidance technology for the new S-class, FYI. if a car can "see" the lane markings and steer within them, as my E-class with Distronic can, than why can't it avoid potholes?
    Mar 2, 2015. 08:24 PM | 1 Like Like |Link to Comment
  • The Real Importance Of The Apple Car Project [View article]
    Over the next 5-10 years factories of all types will become more and more automated. Labor cost, now the single largest cost factor, will become far less significant. Factories will spring up all around the world to supply the local markets. iPhones will be made in the U.S., and in many other locals around the World. Ditto cars. There is a convergence of factory automation and autonomously driven cars. The machine vision required for factory work and that required for self-driving cars is very similar. The value of a car will be more in its software and design than in its cost to assemble and the cost of its various components. Apple is stepping in at exactly the right time, with exactly the right skill sets.
    Feb 21, 2015. 01:03 PM | 4 Likes Like |Link to Comment
  • Apple's Electric Vehicle Opportunity [View article]
    Apple has no choice but to build a car. Why, you ask? First read the New Yorker magazine article on Johnny Ive, then ponder this... You have 19 of the top industrial designers on the planet working for you. They don't work for just money - they want to change the world. They've created the best computer, cell phone, music player, smart watch, etc. what's their next challenge? What will make a difference in the world? I'd say a clean energy, self driving car fits that bill nicely. If they didn't build it, somebody, like Elon Musk could easily lure them away, and Apple needs them... So, they're building a car. Tim Cook really has no choice.
    Feb 20, 2015. 05:57 PM | 2 Likes Like |Link to Comment
  • Four Reasons Why Apple Pay Is Going To Win [View article]
    Aside from the old, repetitive, disproven FUD, check your math on Apple's cash. You misplaced the decimal point.
    Feb 14, 2015. 12:25 PM | 3 Likes Like |Link to Comment
  • Apple Numbers Get Serious [View article]
    If you read Carl Icahn's letter, the key salient point is that Apple is making a lot more money than the investment community realizes. Recognizing that, by itself, doesn't unlock that value. But, there is an event that should unlock that value, and that is a foreign profits repatriation holiday, or a change in the tax laws governing offshore earnings. In that case, apple would suddenly revalue upwards foreign earnings both past and future by the difference in the tax rate accrual and the actual tax rate applied. In an instant, Apples trailing and forward P/E would drop by about 2. Plus, if the repatriated earnings can be used for share buyback, that's additive. We're talking maybe $40-45 a share- about half of what Carl Icahn estimates Apple is undervalued.
    Feb 13, 2015. 12:17 PM | 1 Like Like |Link to Comment
  • Shake Shack Is Overpriced - New Price Target Set [View article]
    There is always a market for premium anything, whether it's smart phones, or burgers. Shake Shack will be successful, just like Chipolte, or Apple by appealing to that segment of the population that has money and wants something better. I'm a buyer of the stock under $30 a share.
    Feb 8, 2015. 12:46 PM | 1 Like Like |Link to Comment
  • Softcard Can Help Google Outplay Apple Pay [View article]
    Does it have a biometric security feature? Without that, why would a bank or credit card company give up a piece of the fee? What is the revenue model? So many unanswered questions.
    Jan 19, 2015. 10:36 PM | 5 Likes Like |Link to Comment
  • Larger iPhones May Be A Game Changer [View article]
    If Apple makes a new 4" iPhone, it will be to address the regional preference for smaller phones in Japan. The iPhone 6 has been under-performing in the Japanese market because it's thought to be too big.
    Jan 13, 2015. 10:59 PM | Likes Like |Link to Comment