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johncworth

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  • Apple's Slow And Steady Search Attack [View article]
    Boy, I do not know how you do search, but I just searched for 6 restaurants off the top of my head on google and in every case the restaurants website came up as the number one result. I wonder what you and I do different?
    Dec 28 11:07 PM | 1 Like Like |Link to Comment
  • Steve Jobs Has Passed Away [View article]
    Epic life. Absolutely and unqualifiedly so.
    Oct 5 08:24 PM | Likes Like |Link to Comment
  • Why Apple Is Worth More Than $550 [View article]
    You arent that old. If you were really old you would have thought it stood for Physical Therapy.
    Jun 22 04:23 PM | 1 Like Like |Link to Comment
  • Apple: One Risk That Nobody Mentions [View article]
    You are "not sure how IOS can loose (sic) market share" when it owns 70-80% of market? If you can not figure that out, probably not worthwhile for us to continue a conversation.

    As an aside, I think the most compelling reason to buy AAPL now for the medium term would be the award of U.S. patent number 7,966,578. Could make for an interesting stream of royalties.
    Jun 22 12:07 PM | Likes Like |Link to Comment
  • Apple: One Risk That Nobody Mentions [View article]
    Your argument would be more intriguing if it had any basis in fact. In terms of new acquirers of smartphones, Android is outselling IOS by 2-1 (cite: April 26, 2011 PC World, among dozens of sources) Their numbers are up, but their market share is PLUNGING in smartphones. Ask anyone in the business.

    As for tablet, as I mentioned, the AAPL market position at this point graphs almost precisely to where they were with smartphones at the same time in that market cycle. AAPL will lose a large amount of market share going forward to ANDROID (not any particular vendor). They will maintain good unit sales but lose market share.
    Perhaps you are not aware that a company can lose market share and increase the number of units sold?

    In the last 6 months Android O/S market share has increased by 400%+- while AAPL has continued their market dominance. Again, just so you know, it is possible to ship more units and lose market share, which is exactly what AAPL is doing. This is no knock on AAPL, it is called reality. Does not mean AAPL wont dominate the market going forward, they might. If you have even the most rudimentary ability to use a tool called Google you will see that indeed AAPL is losing a LOT of market share to Android in the tablet world while continuing to ship tons of units. This can happen in an expanding market. Again, graph it for yourself, the information is available for anyone to see on the internet, I swear.
    Jun 22 11:12 AM | Likes Like |Link to Comment
  • Apple: One Risk That Nobody Mentions [View article]
    1) Not a physician. As best I understand in U.S you do not need to be a physician to have an opinion nor to posit hypothetical odds. Perhaps it is different in your country.
    2) At this moment, AAPL is losing market share in tablets in a manner that is quite similar to what happened with I-phones. (Not similar to their market presence in ipod) You can graph it for yourself. Doesn't mean the pattern will hold however. Also doesnt mean AAPL isnt a great company. Just a data point.
    3) The critique in question was an allusion to the authors age, NOT to the merits of his argument. If you would take the time to think about what I said earlier I in no way endorsed his comments, I merely averred that to critique him solely on his age is poor logic. I hold to that position. You may see young people differently. Your loss.
    Jun 21 02:39 PM | Likes Like |Link to Comment
  • Apple: One Risk That Nobody Mentions [View article]
    If your wrists look like his, and you recently had a liver transplant, I can save you the bother of sending me a photo. Work on your will instead.
    Jun 21 09:54 AM | Likes Like |Link to Comment
  • Apple: One Risk That Nobody Mentions [View article]
    The short term risk for the company is Jobs dying. That''s probably a 20% hit, and if you looked at the his wrists during the last presentation you realize he is skeletal. Over under for him would have to be 30 months.
    The medium term risk for aapl is getting chased down in tablets in the way they were chased down with smartphones. They still have the most popular smartphone, but android is now the more popular platform. That pattern should play itself out on tablets in 18 months or so (about how long it took for android to catch the I-Phone).
    Long term risk? You have to like their chances as being as good or better than their competitors, all though as it was once famously remarked "in the long run we are all dead" + -
    Apple has MANY terrific products, a RABID fanbase (watch how many people criticize this post even though I like AAPL and own 4 branded AAPL products. Though I did return my Macbook Pro. Interface just wasnt worth the extra $600). Also, buckets of cash. I do think you will be able to buy AAPL at a discount soon as I dont think Jobs will be around much longer.
    If I had to pick one stock to own for next 10 years I would feel reasonably comfortable making it Apple.

    PS - congratulations to the dimwit who criticizes this writer for being young. Based on your criteria you would have missed out on initial investments with Jobs, Gates, Facebook, etc. Young people, like all people, have plenty to teach anyone who wants to learn. If you want to become a master, you could start by becoming a great student.
    Jun 20 03:50 PM | 4 Likes Like |Link to Comment
  • Apple Starts Production of iPad 2: Perfect Timing [View article]
    Since you asked brewer, to address your points...
    1) Android has 100,000 apps, so I will probably be ok there
    2) 10+ hours battery life, I think I will be ok there too.
    3) What accessories do you suppose I would need other than a case? It has usb, sdhc, and HDMI so no need for proprietary stuff. What accessory are you thinking of? I can think of no accessory I could possibly want that the multitude of open standard interfaces wont accomodade
    4) Inability to update it? now you are just foaming at mouth... It is open standard in terms of memory slot, physical interfaces, and OS, and IPad is not.
    5) Screen and resolution are higher on the Xoom
    6) 1020P Video vs Ipad
    7) Flash compatible
    8) About three times the processing power
    9) 4 times the ram
    10) 4g compatible
    Other than those 10 reasons I dont have a single good reason to buy it...

    BTW, I am on my second Iphone which I think is a pretty nice product. I think there is so much to admire about Apple Believe as you wish. As many have mentioned here, its a big world, lots of great stuff to try, but if you wish to contain yourself to one platform I encourage you to do so. For all I know I will be returning the Xoom after one day, I havent even touched it yet. But why would you want to dismiss it before you experience it? Why be closeminded?
    Life is too short to be a hater.
    Feb 10 05:57 PM | Likes Like |Link to Comment
  • Apple Starts Production of iPad 2: Perfect Timing [View article]
    You are welcome to call me what you wish I suppose. I truly am agnostic when it comes to operatings. I am returning a Powerbook today that I tried out (Apple store is kind enough to allow you 15 days to try their products without restock, which I think is really generous). I recognize it is a nice product but for me the pleasant interface did not justify the price delta. I had gone into store 14 days ago to actually buy an ipad. The sales rep there got me to go with the Powerbook as he averred (probably correctly I think) that the Ipad was underpowered for the application that I intended it for. (I am building a sales presentation bundle that includes video) . If you dont believe me you can supply email and I will send you copy of the receipt....
    Feb 10 05:44 PM | Likes Like |Link to Comment
  • Apple Starts Production of iPad 2: Perfect Timing [View article]
    Extremely good question. I think it is very difficult to project. (And btw thanks for your conciliatory tone) Certainly they have potential to make money via online payment, adwords, display ads, coupons, and probably a jillion other nefarious things we havent even thought of... One thing for sure, as high speed wireless becomes more pervasive mobile devices will likely become the primary interface at least at the consumer level. Google and Apple will have an epic battle on their hands. Much like the Iphone and desktops, it seems that Apple will always enjoy handsome margins on their products. If they can maintain their market share on the devices, its Katy bar the door! On the other hand, by virtue of the many hardware vendors and free OS I think Google will ultimately control larger market share at with lower, but consistent, revenue stream per device. Probably wouldn't be the worst thing in the world to be long both of them! I believe the "revenue per device" is likely to ramp up considerably going forward, and that currently their is an intense battle for market share, with the greatest revenue yet to be realized. It should be very interesting.

    As an aside, aren't you curious how this scenario will play out in China? On the one hand Apple is not likely to attain the same dominance there, (based on device acquisition cost and not having such a large early lead) and on the other hand, Google in China, at least from a search point of view...
    Feb 10 12:50 PM | 1 Like Like |Link to Comment
  • Apple Starts Production of iPad 2: Perfect Timing [View article]
    March 10th would be a reasonable guess. Not sure if opening it now and using it carefully would diminish its resale value significantly. I think if I was you I would use it and then upgrade to new one later if you can afford to. Even if opening it costs you $50 in depreciation it is a nice device that you will enjoy for a month. Might be worth it. regards, jcw
    Feb 10 11:14 AM | 1 Like Like |Link to Comment
  • Apple Starts Production of iPad 2: Perfect Timing [View article]
    Valid points. Sorry about the fanboy reference, was inflammatory as you note. I am confident that in two years people will know what an ipad is. And, it is not a toy, though rather underfeatured compared to what the industry will offer shortly (including the next gen I-Pad.) The Xoom may/may not be a household word in 2 years. Most assuredly Android on tablets will be. Google will do the same thing to tablets that they did to Smartphones. Lets you and I have coffee in 2 years and talk about the good old days... I strive to maintain cordiality here, and I think I overreacted to the vehemence of Apple advocates. As I say, great company with great products. Best of luck to all of us.
    Feb 10 11:07 AM | 3 Likes Like |Link to Comment
  • Apple Starts Production of iPad 2: Perfect Timing [View article]
    Agreed. Apple is a great company and I would not bet against them either, though I do not own them. It will be exciting to see how this all plays out.
    Feb 9 01:57 PM | Likes Like |Link to Comment
  • Apple Starts Production of iPad 2: Perfect Timing [View article]
    I have no bone to pick with fanboys. The market will determine what is the best value. Notably, Android far outsells the Iphone despite its late arrival to the market in a significant way.
    Are you seriously trying to say that people dont want USB or SDHC? (I am not too sure if they want HDMI) Are you really trying to say people dont want faster devices with higher specs and based on open standards? Really? OK. Lets agree to have this conversation in two years. The only point I would make is most people who engage in this conversation typically are displaying fanboy bias. For all I know the new Ipad will be by far the superior device, I have no dog in the hunt. Whichever one is the better will get my business. Right now it looks to me like Xoom, but who knows. Notably, I am often wrong, as are you. Lets let time sort it out.
    Feb 9 01:55 PM | 1 Like Like |Link to Comment
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