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dmarilley

dmarilley
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  • Strong Q2 GDP Giving Way To Weak Q3 [View article]
    It is 2014 and the patient seems very sluggish indeed for the dose of stimulus medicine he has been given.
    Jul 23 02:48 AM | Likes Like |Link to Comment
  • Apple: A Low-Risk Bet On $130B Of Earnings Within 10 Years [View article]
    To me the seemingly idle musings in this article seem to ignore the virtual certainty that AAPL will almost certainly report a losing twelve month period at some time in the next ten years. Please review the projections and actual performance of CSCO since its peak. And if people think that the current CEO at Blackberry is a lightweight like the one at Apple you will be very surprised before long.
    Jul 19 12:56 AM | 1 Like Like |Link to Comment
  • Why Apple's Siri Patent-Infringement Trial Can Impact Its Future [View article]
    The Chinese probably want $40 a unit in royalties, which might get negotiated to $15. That would apply to all handsets sold with Siri Personally I see Siri as about worthless, and the settlement should be commensurate with that.
    Jul 12 04:01 PM | Likes Like |Link to Comment
  • iPad: Growth Engine Or Achilles' Heel? [View article]
    Well I noticed a kick up in 5s advertising lately. That is a tell re units sold. This seems to be transitioning into a blah sector, and the stocks will reflect that.
    Jul 6 02:43 AM | Likes Like |Link to Comment
  • Could A Bear Market Kickstart Apple? [View article]
    Apple better not be pinning its hopes on some wrist appliance.
    Jul 6 01:41 AM | Likes Like |Link to Comment
  • Apple's 50% Upside Driven By Growth, Free Cash Flow And Dividend Increases [View article]
    Sounds like the same hype Siri got. Ask around about her.
    Jun 27 03:23 AM | Likes Like |Link to Comment
  • iPad Air II - Real Game Changer [View article]
    May apologies?
    Or June ?
    Jun 27 02:14 AM | Likes Like |Link to Comment
  • iPad Air II - Real Game Changer [View article]
    Using deterministic words like will and not distinguishing between fact and opinion is unethical in giving recommendations.
    Jun 27 02:10 AM | Likes Like |Link to Comment
  • Myths Of Apple's iPhone Market Share [View article]
    The main factor behind setting Apple's share price these days is perceived sustainability of margins. That is not an easy issue to settle. I would not vote favorably with current management and engineering prowess at that company.
    Jun 25 03:18 PM | 1 Like Like |Link to Comment
  • Apple: iPhone's Growth And Market Share Declining? Not Really [View article]
    To be long and confident in this one, you should be sure about average unit margins. If the IOS advantage becomes archaic, and if what always happens with consumer electronics happens, then there will be periods where average unit margins are subzero.
    Jun 25 02:57 PM | Likes Like |Link to Comment
  • Apple: The Pullback You Wanted [View article]
    It does make sense that this watch is ill-conceived.
    Jun 25 02:46 PM | Likes Like |Link to Comment
  • Apple: The Pullback You Wanted [View article]
    I would strongly suggest that percent notation be used when discussing price movement. Also 82 dollars per share is very likely, and soon.
    Jun 25 02:38 PM | Likes Like |Link to Comment
  • An iWatch Cannot Move The Needle Much [View article]
    The article is a good first step to valuing the watch sub franchise. I find speculation about this product being disruptive to be not credible.
    Jun 22 05:22 PM | Likes Like |Link to Comment
  • Apple's Playbook Revealed [View article]
    I would never use the expression rev up when talking about a mega cap.
    Jun 20 11:42 PM | Likes Like |Link to Comment
  • Why iPhone 6 Won't Reverse Apple's Market Share Decline [View article]
    Apple stuff just looks old, doesn't it. Then executive management at Apple will sink the ship in all likelihood. There are just too many obvious strategic and tactical moves that have been missed since Jobs. I really don't get it.
    Jun 20 05:17 PM | Likes Like |Link to Comment
COMMENTS STATS
572 Comments
310 Likes