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dmarilley

dmarilley
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  • Apple: The New Battle For Smartphone Profit [View article]
    We need to see migration histories between operating systems, like a cell wall permeation model. That would be illuminating to see in real time, because that is a key issue, more so than hardware and camera performance differences.
    Mar 7, 2015. 02:41 AM | Likes Like |Link to Comment
  • Apple's Currency Exposure Within Acceptable Limits [View article]
    If the phones are so great, demand payment in dollars. The implication is that they aren't so great. The real concern for Apple is that they sell a grossly overpriced object. I had them selling a lot more big screens than they have, and that could be based on limited manufacturing capacity. But time marches on, and these seeming ubiquitous platforms are becoming pretty boring. For several good reasons, the Trade Weighted Dollar Index should be near a top. The USA will not bow down and lose a currency war.
    Mar 7, 2015. 12:43 AM | Likes Like |Link to Comment
  • Buy Signals Triggered Today In Apple [View article]
    I would hate to have to guarantee a move over 120 versus a move under 100 happening first. But selling 120 calls and 100 puts both is very ok for me.
    Dec 17, 2014. 03:31 AM | Likes Like |Link to Comment
  • Is Apple Worth $700 Billion? [View article]
    Apple sells for more than the entire Russian stock market. Stuff like LukeOil is at 2 times earnings. I would pay attention to absolute market cap and things like people's tech budget, because GoPro drones and many other items, excluding watches, will eat into interest in handset devices. Apple could be left holding the profit margin empty bag just like SNE if someone stumbles over the obvious formula to discrediting ios.
    Nov 27, 2014. 03:01 PM | Likes Like |Link to Comment
  • Apple Scores Security Win Over BlackBerry [View article]
    Business is going all Android. The NSA has full access, and therefore so does anyone with state of the art server penetration capability.
    Nov 9, 2014. 02:12 AM | 2 Likes Like |Link to Comment
  • Apple Should Keep Cruising [View article]
    Forward PE highly speculative. Is their FX exposure hedged?
    Nov 9, 2014. 01:54 AM | Likes Like |Link to Comment
  • Can Apple Sustain Advancements In Future iPhone Generations? [View article]
    I don't see perfect success regarding any of the speculation above effectively combatting rapidly contracting margins. When you have important applications hinging on a sealed battery, you can be in a lot of trouble.
    Nov 9, 2014. 01:50 AM | 1 Like Like |Link to Comment
  • Apple And The Second Renaissance Of The Macintosh [View article]
    How is it that you can't get a MacBook with a touch screen??
    Nov 6, 2014. 12:41 AM | Likes Like |Link to Comment
  • Apple's New Television Opportunity [View article]
    The most relevant thing in TV is the speed of fiber. Google plus fiber connected WIFI is the only interesting thing. Forget IOS in this realm.
    Oct 30, 2014. 10:15 PM | Likes Like |Link to Comment
  • It Appears That Icahn Is Right About Apple In One Regard [View article]
    I suggest people listen to Icahn talk and draw their own conclusions. In one case they will get what they deserve.
    Oct 23, 2014. 10:17 PM | Likes Like |Link to Comment
  • Apple's iPhone Sales Are Surging While Samsung's Sales Are Sinking [View article]
    The I phone appears to be 56 percent of revenue now. Kind of a one dimensional company, don't you think? Just put an even more powerful processor in the phone, cannibalize the whole product line when someone comes up with cheap adjunct screen options and then shrink the margins. I can't pay up for that. I have 100 bucks a share in near term profits shorting 100 straddles. Might as well continue. Carl was on and didn't even seem to know his position in the stock....amazing.
    Oct 22, 2014. 01:28 AM | Likes Like |Link to Comment
  • Apple's October Event: Competing On Quality And Price [View article]
    Yes Apple has to play and that means you can buy all you want at 88 bucks.
    Oct 17, 2014. 03:03 AM | Likes Like |Link to Comment
  • Why Is Apple Undervalued? [View article]
    This rambling article sounds like the babble we are likely to hear when Apple faces its next crisis. Survey the market interest in the I watch priced at Apple's goal. Margins will go to Android margins. The trouble is not far off.
    Oct 15, 2014. 03:31 AM | 1 Like Like |Link to Comment
  • Apple: Short Interest Declines As Negative News Evaporates [View article]
    I really don't see how speculation about insignificant shorting is relevant to security analysis for this stock. If you are serious about managinf equity positions, focus on relevant variables.
    Oct 10, 2014. 07:15 PM | Likes Like |Link to Comment
  • How High Can Icahn Drive Apple Shares? [View article]
    Maybe, as implied above, it all hinges on Musk not creating a phone?
    Oct 10, 2014. 02:14 AM | Likes Like |Link to Comment
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