Seeking Alpha

VeryCurious

VeryCurious
Send Message
View as an RSS Feed
View VeryCurious' Comments BY TICKER:
Latest  |  Highest rated
  • Apple Now Priced For 4% Growth [View article]
    NOK up 4% in pre-market. I'm long NOK and AAPL. Apple price, not it's valuation, seldom makes sense. I bought NOK as a little hedge (?) a few months ago and have traded it through its little ups and downs. Profits from that have eased my Apple pain, a little.
    Dec 18, 2012. 08:11 AM | Likes Like |Link to Comment
  • Catch The Turn In Apple [View article]
    I'm still long 100sh APPL, with regret. But even as the fanboys drum AAPL, there have been a wonderful series of flips in the evil Nokia which have compensated. It's not all about Apple.
    Dec 17, 2012. 01:53 PM | Likes Like |Link to Comment
  • Apple's (AAPL) FQ1 sales could get a bump from Wal-Mart (WMT), which has begun selling the 16GB iPhone 5 at a subsidized $127 at thousands of U.S. stores. The retail giant is also selling the 16GB 3rd-gen iPad for $399 (a $30 iTunes card is thrown in), and the 16GB iPhone 4S for $47. The size of the price cuts, good for the next 4 weeks, are eye-opening in light of Apple's history of limiting retailer discounts. They come as multiple analysts (I, II, III) strike a cautious tone on iPhone sales thanks to supply chain data. [View news story]
    Being an infrequent shopper at Walmart, but a shopper nonetheless, I don't think that Walmart needs a cheaper iPhone as a loss leader to draw customers. I can't imagine what market segment would rush there to buy iPhones and then load up on cheap clothes or blenders.
    Dec 16, 2012. 05:58 PM | 6 Likes Like |Link to Comment
  • Apple Shares Are A Screaming 'Bye' [View article]
    Long AAPL - sadly. Apple TV, still a dream, if that. And who buys tv's, ?, sports fans, reality tv fans, etc. Do they care about the other stuff ?

    Monster quarter coming up. Who cares again, if it even happens. It's been priced in.

    Face it, Apple is the leading smartphone producer, period. Sitting on $130b cash that it doesn't know what to do with. How do you value that.

    I'm just hoping to get out at $620 and recover my loss.
    Dec 12, 2012. 04:48 PM | Likes Like |Link to Comment
  • How Much Is Apple's Lack Of Debt Worth? [View article]
    What's the IRR on that $120 B ? Anybody benefitting ?
    Dec 7, 2012. 01:47 PM | Likes Like |Link to Comment
  • What Is Wrong With Apple? [View article]
    I'm sitting on 100 sh of AAPL and not optomistic right now. Why?

    1. I don't really view Apple as a technology stock. I see it more as a consumer good. Apple technology is wonderful, but let's face it, revenue is driven by the iPhone. MAC sales show some growth, tablet revenue is somewhat flat, and iPods are headed nowhere.

    2. Apple tv sounds sort of nice, but let's face it, how many folks who just want to watch Downton Abbey, the NFL, or the Kardashians could really GIVE A S- ? (and as I type this my iPad refuses to type a ? after a .). So much for hi tech.

    3. My perusal of Apple revenue by product shows a huge slant toward iPhone sales. I think that is fraught with danger. I'm sure sales will grow, but for how long and how much ? Nobody knows.

    4. China scares me. I've owned several Chinese stocks (Baidu, Sina, zte) and I was lucky to get out without a loss on each. Apple is counting on big China sales. My experience is that the Chinese government can jump into things at any time and muck things up.

    5. Nobody seems to know how to evalate Apples value. I certainly don't. My thought has always been that a bundle of cash is only of value to the shareholder when the company goes belly up. Obviously that's not going to happen to Apple, so what is that cash worth to me ?

    6. I'm betting that EU is not going to embrace the iPhone 5 like we loya Americans. Having spent some time in Germany, England, Denmark, I found the folks loyal to homegrown products.

    7. The stock is so expensive that it has become the domain of hedge funds and institutional investors. We have all seen the games they play.

    Anyhow, what makes me most nervous is the revenue contribution by product. I hope I'm wrong.
    Dec 7, 2012. 01:42 PM | 2 Likes Like |Link to Comment
  • Apple's Margin Hike Sell-Off: Should You Care? [View article]
    People who know the complexity of technology don't need an ecosystem. They figure things out on their own. Ecosystems are for embryos.
    Dec 5, 2012. 05:27 PM | 3 Likes Like |Link to Comment
  • The Real Reasons Why Apple Is Tanking [View article]
    Easier to play Nokia
    Dec 5, 2012. 05:19 PM | 3 Likes Like |Link to Comment
  • Apple's Worst Day In Nearly 4 Years [View article]
    Monday was the day to buy NOK.
    Dec 5, 2012. 05:15 PM | 2 Likes Like |Link to Comment
  • Apple's Worst Day In Nearly 4 Years [View article]
    I'm long AAPL, but not because I want to be. Meanwhile, the fanboys cry about AAPL and dismiss NOK as a product. But if you are really just an investor, as am I, you have been making seroius money from NOKs ups and downs in the last few months. Today was very sweet.
    Dec 5, 2012. 05:14 PM | 2 Likes Like |Link to Comment
  • The iPhone 5 (AAPL) launch has once more made iOS the most popular smartphone platform in the U.S, but Europe is a different story. Kantar ComTech believes the iPhone's U.S. smartphone share for the 12 weeks ending Oct. 28 came in at 48.1% - that's up from the year-ago period's 22.4%, and slightly above Android's (GOOG) 46.7%. But in the EU5, the iPhone's share rose only 90 bps Y/Y to 21.2%, while Android's rose 1300 bps to 63.9%. Windows Phone had 4.7% of the EU5 , and 2.7% of the U.S., ahead of the WP8 launches. (previous[View news story]
    Yes ! We need maxipads, minipads, etc.
    Nov 27, 2012. 01:08 PM | Likes Like |Link to Comment
  • Evidence continues to pile up that iOS (AAPL) users are much more lucrative (on average) to developers and advertisers than Android (GOOG) users. IBM estimates the iPhone and iPad accounted for 18.5% of Black Friday online shopping traffic, and Android devices just 5.5%. Other studies have already shown iOS accounting for a disproportionate share of ad sales, app download revenue, and (thanks in large part to the iPad) Web traffic. This is a headache for Google, since it has to make search ad revenue-sharing payments for Mobile Safari traffic. [View news story]
    I don't get it. I use Google on the iPhone, iPad. Am I missing something ? Google is great. Is there going to be an iApple search engine ?
    Nov 26, 2012. 03:12 PM | Likes Like |Link to Comment
  • Evidence continues to pile up that iOS (AAPL) users are much more lucrative (on average) to developers and advertisers than Android (GOOG) users. IBM estimates the iPhone and iPad accounted for 18.5% of Black Friday online shopping traffic, and Android devices just 5.5%. Other studies have already shown iOS accounting for a disproportionate share of ad sales, app download revenue, and (thanks in large part to the iPad) Web traffic. This is a headache for Google, since it has to make search ad revenue-sharing payments for Mobile Safari traffic. [View news story]
    Being more educated or affluent doesn't mean that you can't sort out the difference between over-paying and finding a device that meets your needs at a reasonable price. I know several people in the tech industry with their own companies who are not running out to buy iPads, phones, etc, because they consider them over-priced. As for web-surfing, that's a pain on any smartphone, read tiny screen. GPS the same. For emergencies only. I'm long AAPL, but frankly, tired of the company (greedy and manipulative), I don't need an ecosytem to take care of me because I still have a brain, and I really don't think that they can last too much longer making either bigger or smaller versions of basically the same thing. Looked at the NOK Lumina 920 and it's pretty nice. Great camera. Too bad that they will probably not be able to pull out of the hole. Sold NOK today.
    Nov 26, 2012. 03:10 PM | Likes Like |Link to Comment
  • If Windows 8 is going to give the PC industry a much-needed lift, Microsoft (MSFT) has some convincing to do. Though 6 out of 10 respondents to a U.S. poll done by antivirus software firm Avast said they're aware of Windows 8, only 9% said they would speed up plans to buy a PC because of it, and 74% said they'll probably stick with what they have. Moreover, about a third of Windows users ready to buy a PC said they plan to switch to an Apple (AAPL) product. [View news story]
    Beg to differ on Access, just for a start. It is used a great deal by large corporations to analyze data. Having used it since 1989 I can tell you that corp financial, procurement, audit, etc. love it's ability to let the knowlegeable user perform custom data analysis from downloaded SAP data etc. I've been retired for three years, but still help my wife's Audit Department with rather complicated analysis tools which would be prohibitively expensive to develop in ABAP. Not a mom and pop company, with $4b annual sales. Any halfway intelligent person can be taught how to create relational databases with referential integrity, etc, in a day. The only problem with Access is that Microsoft wants it to disappear but the users won't allow it.

    Getting tired of typing on this iPad. A few last points. Big corps generally lease computers, and for a few years. They know tech is always changing. Also, they often outsource pc support. No big IT dept anymore. They also lease laptops so that people can take their work home. They could care less about any ecosystem other than their own. Apple has a dismal record with databases and financial systems. People who look at SAP screens 8 hours a day care more about system (read server response, application ) speed than anything else.

    I'm long AAPL. :-(. But I don't see Apple in the big enterprise any time too soon.
    Nov 17, 2012. 10:18 AM | 2 Likes Like |Link to Comment
  • When Apple (AAPL -2.2%) last traded at its current level of $514, MLB spring training hadn't started and the 3rd-gen iPad was still a mystery. Outside of the poor sales figures for Dell's PC business, which Mac/iPad sales are partly responsible for, there doesn't seem to be any major news to trigger today's sharp decline. Shares now trade at just a little over 7x FY13E EPS exc. cash - the Street seems to be pricing in expectations of limited growth and ongoing margin pressure. [View news story]
    The Germans buy Audis. They know.
    Nov 16, 2012. 01:40 PM | Likes Like |Link to Comment
COMMENTS STATS
109 Comments
101 Likes