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  • After The Apple Watch Should We Anticipate An Apple TV? [View article]
    Hardog, ummh...he is periodically briefed by Apple...he gets seat time with C level executives.

    I look at the 5K iMac as the replacement for ALL high end plasma and LED tvs. I was surprised since I expected only a 4K screen by Apple. Apple has DIY'd unique Apple chips. Those chips are key to Apple's plans.

    Apple's R&D costs for Apple tv (whatever it evolves into) are already dropping fast, already paid for by current iMac sales. Apple intends to win big with Apple tv.

    Both Steve Jobs and Tim Cook have been mildly critical of the tv industry as the REAL BARRIER to progress. However, like dead tree newspaper and magazine publishers, traditional tv is slowly dying off. Long live Amazon Prime media, Netflix productions, an independent HBO channel, etc. I do not believe the BS spouted by tv executives over the past few years. I am closely following the FCC reclaiming spectrum and revising regulations.
    Dec 20, 2014. 11:46 AM | Likes Like |Link to Comment
  • After The Apple Watch Should We Anticipate An Apple TV? [View article]
    bjn, I like what you just did above. heh-heh
    Dec 20, 2014. 11:35 AM | Likes Like |Link to Comment
  • Sell Apple And Put Up Your Defenses [View article]
    I might be seeing negative PR manipulation but I cannot tell who is behind it. Just one example is the recent BBC report on Chinese worker conditions. This is an easy-peasy PR ploy. Just find anything to complain about; make very loud noises; spread the FUD all over the media; ratchet up the noise. There are several other examples concerning tablets and smart watches and Apple Pay.

    What concerns me is that the truth disproves all these media articles and Internet memes. E.g., Apple Pay has banks and retail stores asking to participate. E.g., Apple has experience with wearable devices like iPods. E.g., Apple supply chain contracts DO protect 3rd party workers.

    If some problem exists, media outlets should talk to Apple before making a big media splash. But....NOOOO, they orchestrate a click bait circus.
    Dec 20, 2014. 11:31 AM | 3 Likes Like |Link to Comment
  • Apple Stock Becoming The Ultimate Safe Haven [View article]
    NewNeo, what FUD, total absence of truth. Ohhh, 39 posts...astroturfing.

    SA readers, what would NetNeo have you invest your capital in: BRICs, EMs, oil, fracking, alternatives, junk bonds, REITs, LMPs, solar, methanol, commodities, his current investments?
    Dec 13, 2014. 02:15 PM | 2 Likes Like |Link to Comment
  • iPad Could Benefit From New Apple-IBM Enterprise Apps [View article]
    Hector, end of year sales are sometimes motivated by income tax strategies, for individuals and MFs. Do not over analyze recent price volatility.
    Dec 13, 2014. 02:07 PM | Likes Like |Link to Comment
  • iPad Could Benefit From New Apple-IBM Enterprise Apps [View article]
    Being a fly on the wall, Microsoft sales people insinuate themselves into IT departments to the detriment of their enterprises.

    IBM is a counterweight to Microsoft marketing. The team of Apple and IBM will neutralize all Microsoft's FUD and private benefits.

    Microsoft is hamstrung with flawed products. Microsoft is competing with free products and services that kill off Microsoft's OS and Office monopolies.
    Dec 13, 2014. 02:05 PM | Likes Like |Link to Comment
  • Apple + IBM Partnership: Mac Opportunities [View article]
    I am reading suggestions the 13 inch iPad is the harbinger of ARM Macs and more Apple product lines. These comments are in articles concerning Apple's enterprise initiatives and IBM partnership.
    Dec 10, 2014. 02:49 AM | Likes Like |Link to Comment
  • Apple: Are We Approaching The Fiscal Q1 Danger Zone? [View article]
    Apple has several more products to announce and release in 2015. Apple expects continued growth of their current product lines along logistic curves. Annnd, Apple expects new product/services lines to blast off in 2015 (e.g., Apple watch, Apple Pay, 13 inch iPad, maybe Apple tv, maybe ARM Macs). Apple is working on more things in secret. If Intel ever gets its 14nm chips into wide production, expect product bumps for Macs in 2015.
    Dec 10, 2014. 02:16 AM | 6 Likes Like |Link to Comment
  • Is Apple The Most Important Stock On Earth? [View article]
    AAPL is a healthy chunk of most MFs and ETFs. Most US investors do not realize how much AAPL stock they own. Most global investors do not realize how their IT investments are connected to Apple Inc.

    I double dog dare U to try on paper to eliminate AAPL stock AND the effects of Apple Inc. from ALL your investments. Good luck trying this...
    Dec 4, 2014. 01:00 PM | 1 Like Like |Link to Comment
  • Apple's Recent Pullback A Buy Opportunity [View article]
    Noose, you are spreading FUD. You have NOTHING.

    Here is a link to the observable, measured truth:

    Apple iOS devices continue to dominate the mobile Web...and their influence continues to grow larger. Competitors are doing poorly. Only Apple continues to make a consistent, large profit in a crowded device market; this is because Apple has a huge ecosystem.
    Dec 3, 2014. 03:06 PM | Likes Like |Link to Comment
  • Can Apple Sustain Advancements In Future iPhone Generations? [View article]
    Apple's DNA is to reinvent itself periodically. Steve Jobs consistently claimed each successful retail technology has a 10 year lifespan...after that new and better technology is bound to disrupt it. Jobs had several first hand experiences and many more documented examples.

    Five years ago, who would have bet money that Apple in 2013 would design and manufacture (at multiple fabs) the world's best SoCs? Today, Apple's moat includes DIY chips up to 3,000,000,000 gates. Where is Intel? Intel who? Apple is the best chip DIY'er on Earth, leaving Intel way behind.

    Two years ago, who would have bet money that Apple in 2014 would design and manufacture wearable smart watches. Actually, these are not watches but personal devices in a PAN (personal area network). Wherever U go, there U R with UR PAN. This is ubiquitous computing Apple style. Sync, baby!

    Lame pundits are easy to spot as soon as they pronounce Apple has lost something or Apple cannot do something. NEVER tell Apple they can't do something really clever. OR, do tell Apple to get them motivated.
    Nov 9, 2014. 10:32 AM | 1 Like Like |Link to Comment
  • Apple: An Important Capital Return Update [View article]
    Wouldn't that be a nice Christmas present.

    Still I doubt today's Republicans understand business like in the old days. Otherwise, Republicans would never have forced all those government shutdowns, near government defaults, sequester, immigration stalemate. Maybe excuse one of the above; ALL THE ABOVE is a clear policy statement.

    The very high US tax rates combined with massive tax loopholes for major contributors hurts the US economy. Right after bad tax laws, bad immigration laws hurt the US economy a lot.
    Nov 3, 2014. 02:53 PM | 3 Likes Like |Link to Comment
  • Why You Shouldn't Sell Apple Just Yet [View article]
    Jae Jun, great article. Thanks.

    I have never seen one SA article present all the analytic tricks like your article. This alone indicates considerable mastery of "long style" investing arts.

    My sense is that you use maths to understand how the market perceives investment opportunities. Kudos!
    Nov 3, 2014. 02:46 PM | 4 Likes Like |Link to Comment
  • Did Apple Pay Just Lose Billions? [View article]
    Why do the commenters have to explain the SA article to the author? I see this as a trend lately. Are ALL SA EDITORS English majors?
    Oct 29, 2014. 12:34 PM | 9 Likes Like |Link to Comment
  • Did Apple Pay Just Lose Billions? [View article]
    I read this article and could not parse it. Then, I re-read this article and could not find anything rising above obvious platitudes. Finally, I kicked myself for wasting my time.

    BTW, where are those chickens? Are those golden geese instead? Now, I am completely confused...
    Oct 29, 2014. 12:33 PM | 11 Likes Like |Link to Comment
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