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  • Apple Is Going To Put The Hurt On Pandora [View article]
    Apple's music download service may have been hurt by illegal music download services around the world. Look, in China you can google any MP3 file you are looking for using Baidu, Sogou, etc., as conveniently as ever.

    Yup, it is really as rampant as soccer match-fixing fraudulent you heard from Europe. The difference is nobody considers it a crime in China - when one downloads a song for free, one feels like having headed a ball into a goal.
    Nov 10, 2014. 12:50 AM | 2 Likes Like |Link to Comment
  • Apple Scores Security Win Over BlackBerry [View article]
    Blackberry phone ringing, "Wei, John Chen, rush the ISO auditor to look at the BBM documentation".

    Done, security scored, we are number one. BUT can security be really ascertained by serving the documentation?
    Nov 8, 2014. 10:17 PM | Likes Like |Link to Comment
  • Overinvesting In Apple Could Be A Good Thing [View article]
    I pray tablets would eclipse PCs, otherwise should the Apple board say bye bye to Tim Cook.

    Of course I am fine if Macs continue to expand in the PC sector.

    Either iPad or Mac, the mother of all opportunities for $AAPL to reach $200 exists.
    Oct 25, 2014. 11:30 PM | Likes Like |Link to Comment
  • Apple Proves Again It's Number One [View article]
    Absolutely, making Samsung look really bad at the high-end.

    Check the dusts all over Samsung's Galaxy smartphones, and Icahn was right - the shorts are getting squeezed.
    Oct 21, 2014. 04:51 AM | 4 Likes Like |Link to Comment
  • Thriving Gold iPhone 6 Black Market In China [View article]
    The i6 black market certainly hurt the China Mobile-branded i5s still being officially sold in China. Now the black market operators are earning the money belonging to the Apple-China Mobile deal.

    The earlier the i6 launch in China, the better for Tim Cook to keep Apple's part of the i6 profit. Cha-Ching.

    IMHO
    Sep 21, 2014. 11:20 PM | Likes Like |Link to Comment
  • Investors Can't Believe The Apple Hype [View article]
    Until every Apple fan's heart is dead, I am holding *indefinitely* (borrowing Warren Buffet's word here).
    Sep 17, 2014. 02:18 PM | 1 Like Like |Link to Comment
  • Asian Growth Sends Strong Bull Message For Apple [View article]
    The Apple-Foxconn model is working in Apple's interests. Apple's growth in Asia is achieved by strategies, not luck.

    The model contributed to the momentum of its hosting country as well: The World Factory, China.

    One more thing, if Apple could boost the US GDP by half a percent, Apple is not just another handset vendor.

    IMHO.
    Sep 13, 2014. 12:37 AM | 9 Likes Like |Link to Comment
  • Apple Hasn't Solved The Smart Watch Dilemma [View article]
    I really understand your concern - 1st Law of Thermodynamics?

    I think the iWatch battery can't have high energy density for safety reasons - any minor battery defects and one's hand will catch fire like a bundle of wood.

    You have three choices:

    (1) Don't buy it
    (2) More frequent charging
    (3) Wi-Fi remote charging (if available), but don't insert your hand with an iWatch into your trouser pocket.

    IMHO
    Sep 10, 2014. 02:38 AM | Likes Like |Link to Comment
  • Apple's Payments Platform May Be Ready To Roll [View article]
    If you really understand Apple, they would not launch multiple pop centers of new product categories in one go.

    iWatch should be much more imminent than iPayment and the rest of the iRumor world.
    Sep 1, 2014. 03:24 AM | Likes Like |Link to Comment
  • Apple, Samsung Face China Telco Freeze-Out [View article]
    Are they going to revoke the Apple-China Mobile deal? Should Apple take to the street and go on a hunger strike?

    The iPhone black market in China will give us some clues. Don't get fearful too quickly as $AAPL is going north of $100.
    Aug 20, 2014. 11:30 PM | Likes Like |Link to Comment
  • Apple Is Letting Xiaomi Grow Rich [View article]
    If you really understand Apple, you should know Apple will sue Xiaomi if it can. Since Apple didn't, it could not.

    Anyway I think Apple will monetize its ambition in China, and keep kicking Xiamoi out of the high-end smartphone league.

    IMHO
    Aug 16, 2014. 02:25 AM | Likes Like |Link to Comment
  • Apple Adopting This Mobile Payment Technology Will Be A Game-Changer [View article]
    Wah-Wah, Apple bridges the NFC gap to the world for Google.

    No, Apple, make your own iNFC.
    Aug 7, 2014. 02:51 AM | Likes Like |Link to Comment
  • Does Apple Have Room To Run Beyond $100? [View article]
    Certainly, but given $AAPL ran so much so fast in the past months, I would not expect it to continue running in the way it ran.

    That is, not going to explode higher.
    Jul 31, 2014. 09:23 PM | Likes Like |Link to Comment
  • Apple: A Record Quarter That Slightly Disappointed [View article]
    Now, and always, the main thing is the new product launch.

    The second main thing is to hold some shares so as not to miss any gap up as it happens.

    The third main thing is patience.

    IMHO
    Jul 23, 2014. 03:05 AM | 2 Likes Like |Link to Comment
  • A Breakdown Of Apple's ROE Tells A Cautionary Tale [View article]
    Dear pals, $AAPL is traded on gross margin, such as tomorrow's earnings call.

    If Apple cannot defend its margin and let it get taken a big bite by competition, it would be hell, and vice versa.
    Jul 22, 2014. 12:05 AM | 1 Like Like |Link to Comment
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