stevenNJUKI

stevenNJUKI
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  • Taking Microsoft Over Apple and Google  [View article]
    In a way this article goes a long way in highlighting the fundamental differences between AAPL & MSFT. The later has been denigrated to merely a stock for trading but with AAPL... one cannot easily begin to put in words what AAPL represents right now.. their intellectual property arsenal, the service at their stores, the ingenuity in their compact mother boards for the ipad, iphone, ipod, et al... but most of all (for me at least) the ease with which their software ecosystem 'just works'. MSFT has been hankering about the importance of software but it was merely all talk and no walk... AAPL is the pure alpha
    Jul 19, 2011. 01:56 PM | 2 Likes Like |Link to Comment
  • Why I Don't Own Apple Stock  [View article]
    Well Glen I guess its the internet... you cannot fool all the people all the time...
    Jul 11, 2011. 04:58 AM | Likes Like |Link to Comment
  • Microsoft's Monster Moat and Marketing Issues  [View article]
    Yeah the international angle is misconstrued but the ideas that nokia has a future with a windows OS or that bing could be commercially viable have not been substantiated.

    As I've mentioned before microsoft was only able to thrive in the late 90s and the earlier part of the past decade because consumers had limited choices and the internet was still nascent.
    Jul 2, 2011. 09:51 AM | Likes Like |Link to Comment
  • Microsoft's Monster Moat and Marketing Issues  [View article]
    "They have a solid operating system for phones which Nokia (NOK) is going to push it into developing countries where everyone has heard of Skype. This will make these phones familiar and desirable. These phones will win on price and still offer solid quality. Many of these international folks will use Bing. I believe that international adoption of Bing is possible and we will someday see Bing making money. Microsoft cannot beat Google and Apple here, but they can overseas. It is totally different internationally. When I go to Jamaica, they LOVE Blackberry phones and I am thinking what the heck? Really? After phone purchases, most will buy the less expensive PC."

    Try to be a little serious.
    Jul 1, 2011. 10:31 PM | Likes Like |Link to Comment
  • Apple: One Risk That Nobody Mentions  [View article]
    I think the central risk with AAPL is Steve Jobs. His design led way of running the company has certainly spurred growth but the point is without him...
    Jun 21, 2011. 11:23 PM | Likes Like |Link to Comment
  • 4 Facebook Flaws Create a Massive Opportunity for Apple's iCloud  [View article]
    Oops Xcerion is not Apple but if Apple offers a service that is anything similar then their servers will certainly be busy. If I think of my apps that I need to be online and am currently paying for via VPS, this will certainly be life saver. Even if it is not free, I think it will be competitively priced
    Apr 30, 2011. 01:38 PM | Likes Like |Link to Comment
  • 4 Facebook Flaws Create a Massive Opportunity for Apple's iCloud  [View article]
    I could not agree more with the author. I deleted my facebook account months ago.
    Apr 30, 2011. 12:43 PM | Likes Like |Link to Comment
  • 4 Facebook Flaws Create a Massive Opportunity for Apple's iCloud  [View article]
    ... "But it means that all the millions of people who don't have iDevices will not be part of that community, so it could never compete with Facebook, which is open to everyone. "

    Your reasoning is not critical. That mentality ceased to apply midway in the past decade. And in fact Android/Google is going to run into the same problems Microsoft faced against Apple.

    People have more choice. I just logged into my mobile desktop on icloud!! Apple rocks! :)
    Apr 30, 2011. 12:33 PM | Likes Like |Link to Comment
  • End of QE2 Setting the Climate for Substantial Downside in Asset Prices  [View article]
    " ...setting the climate for substantial downside in asset prices."

    They were already down, see here bloom.bg/hWV1Zl
    Apr 26, 2011. 09:40 AM | Likes Like |Link to Comment
  • Bears Turn Up the Heat on the JPY  [View article]
    I think the highest peak for USDJPY was somewhere in the early 80s. If what you are saying is true and we are in for a reversal of this downward trend then we should first have an extended sideways market before any bullish action takes place...
    Mar 11, 2011. 01:06 AM | 1 Like Like |Link to Comment
  • Goodbye Apple, Goodbye Nokia: New Battles in the Smart Phone Space  [View article]
    If I could borrow a leaf from Alfred Sloan, the early IBM represented the high, Microsoft the mass and now Apple represents the high mass. This is largely because of their app-store. In fact Apple should aim to make their app store the starting point of any one doing search on the internet. Google beware...
    Mar 4, 2011. 03:20 AM | Likes Like |Link to Comment
  • Goodbye Apple, Goodbye Nokia: New Battles in the Smart Phone Space  [View article]
    I presently only own an ipod touch. But I can say in the not too distant future I intend to acquire 2 ipads, 2 iphones and another ipod touch...

    The reason the microsoft robbery of the 90's was so successful is the internet was still pretty much in its nascent stages so you could easily take the masses for a ride...

    and google still thinks it can adopt the same model!!
    Mar 4, 2011. 01:44 AM | 2 Likes Like |Link to Comment
  • Apple's Blowout Quarter Raises Questions  [View article]
    The reason I would hold onto apple if I was a stock holder is sell it... and then buy what?
    Jan 19, 2011. 08:13 AM | Likes Like |Link to Comment
  • Why Treasuries May Be a Good Short-Term Buy  [View article]
    One reason I would refrain from stocks now is interest rates for major treasuries are declining. See

    seekingalpha.com/artic...

    Something is not right
    Jan 15, 2011. 09:05 AM | 3 Likes Like |Link to Comment
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