Lucmee's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/78298/comments http://seekingalpha.com/article/122036-the-coming-depression-see-it-clearly-through-historical-eyes?source=feed#comment-417509 417509
loscuatroojos.com/2007.../


On Feb 26 11:53 AM Carneades wrote:

> The Fed's Maginot Line
> In 1939, the French completed construction of the Maginot Line, a
> truly massive undertaking that sought to fortify the border between
> France and Germany. The Maginot Line was built in response to the
> traumatic events of WW1, as well as the looming threat of Germany.
> In theory, the Line would serve as an impregnable wall of defense,
> negating any possibility of a German invasion. The finished product
> did not disappoint, and succeeded in providing the French with a
> certain peace-of-mind regarding their national security.
>
> Unfortunately, in1940 the Germans launched an offensive codenamed
> "cut-of-the-sickle", in which they invaded Belgium at the weakest
> available point, circumvented the entire Maginot Line, and invaded
> France via the Belgian border. German troops quickly advanced upon
> Paris, and the city fell with minimal real resistance.
>
> We would submit to our readers that the Fed has constructed its own
> figurative Maginot Line for the equity markets at the approximate
> lows of the bear market that ended in 2003. This level marks an extreme
> support for the markets, a powerful breaching of which could ultimately
> send the equity markets to multi-decade lows. With the abolition
> of defined pension plans, the retirement savings of millions of Americans
> are tied up in 401k's that primarily invest with a long strategy.
> A continued deflation of equity prices would force millions of Americans
> to put retirement on hold. We see the same panicked behavior in the
> Government's response to declining housing values. These too are
> a necessary part of the equation.
>
> Aside from the issue of delayed retirement would be the widespread
> recognition that the decades-long trend of ever increasing wealth
> and prosperity has largely been an illusion. The opiate of continued
> asset inflation has made the average American numb to the crumbling
> fundamentals of the economy. We hold that the Government/Fed have
> a vested interest in the doling of that opiate to the masses, as
> it keeps the citizenry happy and preoccupied with the accumulation
> of material objects, all the while oblivious to reality.
>
> TheValueatRisk.blogspo...]]> Sat, 07 Mar 2009 19:35:34 -0500
loscuatroojos.com/2007.../


On Feb 26 11:53 AM Carneades wrote:

> The Fed's Maginot Line
> In 1939, the French completed construction of the Maginot Line, a
> truly massive undertaking that sought to fortify the border between
> France and Germany. The Maginot Line was built in response to the
> traumatic events of WW1, as well as the looming threat of Germany.
> In theory, the Line would serve as an impregnable wall of defense,
> negating any possibility of a German invasion. The finished product
> did not disappoint, and succeeded in providing the French with a
> certain peace-of-mind regarding their national security.
>
> Unfortunately, in1940 the Germans launched an offensive codenamed
> "cut-of-the-sickle", in which they invaded Belgium at the weakest
> available point, circumvented the entire Maginot Line, and invaded
> France via the Belgian border. German troops quickly advanced upon
> Paris, and the city fell with minimal real resistance.
>
> We would submit to our readers that the Fed has constructed its own
> figurative Maginot Line for the equity markets at the approximate
> lows of the bear market that ended in 2003. This level marks an extreme
> support for the markets, a powerful breaching of which could ultimately
> send the equity markets to multi-decade lows. With the abolition
> of defined pension plans, the retirement savings of millions of Americans
> are tied up in 401k's that primarily invest with a long strategy.
> A continued deflation of equity prices would force millions of Americans
> to put retirement on hold. We see the same panicked behavior in the
> Government's response to declining housing values. These too are
> a necessary part of the equation.
>
> Aside from the issue of delayed retirement would be the widespread
> recognition that the decades-long trend of ever increasing wealth
> and prosperity has largely been an illusion. The opiate of continued
> asset inflation has made the average American numb to the crumbling
> fundamentals of the economy. We hold that the Government/Fed have
> a vested interest in the doling of that opiate to the masses, as
> it keeps the citizenry happy and preoccupied with the accumulation
> of material objects, all the while oblivious to reality.
>
> TheValueatRisk.blogspo...]]> http://seekingalpha.com/article/122036-the-coming-depression-see-it-clearly-through-historical-eyes?source=feed#comment-417492 417492

On Feb 24 10:41 AM Herschel wrote:

> THERE ARE NO JOBS. This Depression, or whatever you want to call
> it, will persist as long as American workers cannot get jobs. A
> component of the cause of this Depression was outsourcing of good-paying
> American jobs, coupled with the importation of immigrants (on H-1b
> visas, other visas, and even illegals) so that employers could **fire
> and replace*** American workers.
>
> During 2001 - 2008, the US lost 25% of its manufacturing base. There's
> the trouble.
>
> We have millions of American citizens, who formerly worked hard and
> earned a decent living. People like me, who earned degrees in engineering,
> or computer science, or whatever, and worked in their fields for
> years. We were good at our jobs. Then Bush got elected, signed
> trade agrements, and our jobs were sent to India. We were told to
> become janitors or flip burgers.
>
> As a result, many people couldn't pay their mortgages or credit cards,
> and it contributed to the mess.
>
> THERE ARE NO JOBS.
>
> We have no way to recover. There are no jobs. We have skilled industrious
> people with nothing to do except post on message boards. THERE ARE
> NO JOBS. Bush sent them to India and China.
>
> IBM has been firing Americans and then offering them jobs in India.
> Check it out.
>
> THERE ARE NO JOBS.
>
> I chuckle when I see people complaining about all the unemployed
> Americans who don't contribute anything. People talk about "those
> who add to the pile (of production) and those who just take stuff
> off the pile." Guess what? I would be very glad to produce. I would
> like to work my rear end off. THERE ARE NO JOBS. My career got
> sent to India, and there is nothing else to do.
>
> The United States will never be a good country again. We don't have
> enough jobs to feed our people. We cannot support our population,
> because there are not enough jobs. There is nothing to do.
>
> I defy anyone to point out companies that are actually in strong
> hiring mode, for real jobs at substantial wages, who will hire people
> that don't have a strongly specialized background for that particular
> industry. NOTE: I had a strong background for my industry, and my
> industry was outsourced. I have nothing to do. I want to work.
> But: THERE ARE NO JOBS.
>
> How can a country that doesn't produce anything be prosperous? How
> can you put millions of people out of work, and expect to prosper?
>
>
> Millions of Americans are going to **STARVE TO DEATH***. There are
> no jobs.
>
> If you don't agree -- show me the jobs!!!]]> Sat, 07 Mar 2009 18:59:26 -0500

On Feb 24 10:41 AM Herschel wrote:

> THERE ARE NO JOBS. This Depression, or whatever you want to call
> it, will persist as long as American workers cannot get jobs. A
> component of the cause of this Depression was outsourcing of good-paying
> American jobs, coupled with the importation of immigrants (on H-1b
> visas, other visas, and even illegals) so that employers could **fire
> and replace*** American workers.
>
> During 2001 - 2008, the US lost 25% of its manufacturing base. There's
> the trouble.
>
> We have millions of American citizens, who formerly worked hard and
> earned a decent living. People like me, who earned degrees in engineering,
> or computer science, or whatever, and worked in their fields for
> years. We were good at our jobs. Then Bush got elected, signed
> trade agrements, and our jobs were sent to India. We were told to
> become janitors or flip burgers.
>
> As a result, many people couldn't pay their mortgages or credit cards,
> and it contributed to the mess.
>
> THERE ARE NO JOBS.
>
> We have no way to recover. There are no jobs. We have skilled industrious
> people with nothing to do except post on message boards. THERE ARE
> NO JOBS. Bush sent them to India and China.
>
> IBM has been firing Americans and then offering them jobs in India.
> Check it out.
>
> THERE ARE NO JOBS.
>
> I chuckle when I see people complaining about all the unemployed
> Americans who don't contribute anything. People talk about "those
> who add to the pile (of production) and those who just take stuff
> off the pile." Guess what? I would be very glad to produce. I would
> like to work my rear end off. THERE ARE NO JOBS. My career got
> sent to India, and there is nothing else to do.
>
> The United States will never be a good country again. We don't have
> enough jobs to feed our people. We cannot support our population,
> because there are not enough jobs. There is nothing to do.
>
> I defy anyone to point out companies that are actually in strong
> hiring mode, for real jobs at substantial wages, who will hire people
> that don't have a strongly specialized background for that particular
> industry. NOTE: I had a strong background for my industry, and my
> industry was outsourced. I have nothing to do. I want to work.
> But: THERE ARE NO JOBS.
>
> How can a country that doesn't produce anything be prosperous? How
> can you put millions of people out of work, and expect to prosper?
>
>
> Millions of Americans are going to **STARVE TO DEATH***. There are
> no jobs.
>
> If you don't agree -- show me the jobs!!!]]> http://seekingalpha.com/article/124586-when-unemployment-peaks-the-bottom-should-follow?source=feed#comment-417483 417483
Given the population densities involved (just in North America, mind you)... The only way to put immediate, sustainable money into consumer's pockets is to create manufacturing jobs for low end consumer products. This will require bringing back a whole passel of the jobs that never should have been shipped overseas in the first place.

Trying to exist within a service and investor type economy was the height of madness. The old communist saw about selling the capitalists the rope that they would use to hang themselves has come all too true. Greed and corruption has decimated the middle class to the point that they can't sustain themselves ...Let alone the national (and by osmosis, global) economic scheme.

The options are quite simple at this point:

1. Reduce the population by 75% (unthinkable)
2. Go into full on protectionist mode. (untenable)
3. Endure a decades long depression which will ultimately achieve options one and two.

Oh yeah... There is one more option:

4. Massive international cooperation on energy, infrastructure and economic practice reforms with an unwavering goal of creating a vibrant global middle class capable of generating enough churn to keep a global economic engine firing.

But that's just crazy talk.

Hope you're all stocked up on beans, rice and spam.]]> Sat, 07 Mar 2009 18:48:02 -0500
Given the population densities involved (just in North America, mind you)... The only way to put immediate, sustainable money into consumer's pockets is to create manufacturing jobs for low end consumer products. This will require bringing back a whole passel of the jobs that never should have been shipped overseas in the first place.

Trying to exist within a service and investor type economy was the height of madness. The old communist saw about selling the capitalists the rope that they would use to hang themselves has come all too true. Greed and corruption has decimated the middle class to the point that they can't sustain themselves ...Let alone the national (and by osmosis, global) economic scheme.

The options are quite simple at this point:

1. Reduce the population by 75% (unthinkable)
2. Go into full on protectionist mode. (untenable)
3. Endure a decades long depression which will ultimately achieve options one and two.

Oh yeah... There is one more option:

4. Massive international cooperation on energy, infrastructure and economic practice reforms with an unwavering goal of creating a vibrant global middle class capable of generating enough churn to keep a global economic engine firing.

But that's just crazy talk.

Hope you're all stocked up on beans, rice and spam.]]> http://seekingalpha.com/article/122036-the-coming-depression-see-it-clearly-through-historical-eyes?source=feed#comment-400751 400751 The banks and Wall St. can't be blamed for trying to cover up the corpse for the past couple of years... Doing so kept the country from a full fledged panic given the terrorism paranoia. But by letting the downturn catch so many unawares... The problems are definitely going to be exacerbated.
Given the current internecine warfare in Washington... The best bet at this time will be to take paper assets and convert them to food, supplies and a dependable vehicle that one can put to work. ]]> Mon, 23 Feb 2009 20:48:13 -0500 The banks and Wall St. can't be blamed for trying to cover up the corpse for the past couple of years... Doing so kept the country from a full fledged panic given the terrorism paranoia. But by letting the downturn catch so many unawares... The problems are definitely going to be exacerbated.
Given the current internecine warfare in Washington... The best bet at this time will be to take paper assets and convert them to food, supplies and a dependable vehicle that one can put to work. ]]> http://seekingalpha.com/article/115425-how-the-iphone-and-poor-management-contribute-to-apple-s-downfall?source=feed#comment-362567 362567 Cash on hand is a given... As to viability... AAPL products are increasingly being recognized as higher quality with better resale value than it's competitor's. (see eBay and Craigslist)... This will serve AAPL well in the long run as people look to cut back on and consolidate their gadget purchases. A Macbook with a Windows partition equals two computers. An iPhone is still the closest thing to a real computer that you can put in your pocket. What's not to like from a consumer standpoint?

Throw away all of the pish-posh and rigamarole and think like a cash strapped consumer, and Apple still maintains a level share of sales... In that case... Flat means sales aren't falling. Add to that APPL's margins and one can clearly see that they can afford to comfortably cut prices if times get really hard and still keep consumers eyes turned towards their products. Cachet and Quality. Apple has those in spades.

Long story short... AAPL will weather the coming economic storm better than the vast majority of it's competition.

Look for a low of 60 due to the economy by mid year. Then jump in with both feet. Anybody that got in between 75 and 85 should be looking at the long haul... But shouldn't be too worried. If you got in over 85... Well ... You'd best be real patient.
]]> Wed, 21 Jan 2009 22:40:15 -0500 Cash on hand is a given... As to viability... AAPL products are increasingly being recognized as higher quality with better resale value than it's competitor's. (see eBay and Craigslist)... This will serve AAPL well in the long run as people look to cut back on and consolidate their gadget purchases. A Macbook with a Windows partition equals two computers. An iPhone is still the closest thing to a real computer that you can put in your pocket. What's not to like from a consumer standpoint?

Throw away all of the pish-posh and rigamarole and think like a cash strapped consumer, and Apple still maintains a level share of sales... In that case... Flat means sales aren't falling. Add to that APPL's margins and one can clearly see that they can afford to comfortably cut prices if times get really hard and still keep consumers eyes turned towards their products. Cachet and Quality. Apple has those in spades.

Long story short... AAPL will weather the coming economic storm better than the vast majority of it's competition.

Look for a low of 60 due to the economy by mid year. Then jump in with both feet. Anybody that got in between 75 and 85 should be looking at the long haul... But shouldn't be too worried. If you got in over 85... Well ... You'd best be real patient.
]]> http://seekingalpha.com/article/111028-this-is-what-the-end-of-the-line-looks-like?source=feed#comment-332571 332571

On Dec 17 12:55 PM mc2406 wrote:

> If people hadn't been continually defaulting on their credit card
> debts, the rates wouldn't be exhorbitant.
>
> The only thing "destroying this country" economically is the lack
> of personal responsibility for one's own debts (live within your
> means???)that many Americans (and corporations) are exhibiting, and
> the support that our professional politicians give to it in order
> to get more votes and perpetuate their jobs.
>
>
>
>
> On Dec 17 10:42 AM g.pincheot wrote:]]> Wed, 17 Dec 2008 19:02:50 -0500

On Dec 17 12:55 PM mc2406 wrote:

> If people hadn't been continually defaulting on their credit card
> debts, the rates wouldn't be exhorbitant.
>
> The only thing "destroying this country" economically is the lack
> of personal responsibility for one's own debts (live within your
> means???)that many Americans (and corporations) are exhibiting, and
> the support that our professional politicians give to it in order
> to get more votes and perpetuate their jobs.
>
>
>
>
> On Dec 17 10:42 AM g.pincheot wrote:]]> http://seekingalpha.com/article/93285-real-disposable-income-up-in-q2?source=feed#comment-242336 242336 Sat, 30 Aug 2008 20:57:27 -0400 http://seekingalpha.com/article/93225-why-apple-stock-is-poised-to-go-flat-at-best?source=feed#comment-242332 242332 Additionally... One should not be so centric in their world view that one discounts completely the possibility that somewhere, sometime, somehow... Someone is going to come up with an iPod killer. The fact is... That even something as simple as if a nation like China should decide to say the heck with patents and copyrights and decide to market exact clones of ALL the Apple products and flood world markets with them.
The fact that exactly NONE of these products is manufactured in the US makes it entirely possible in the face of potential conflict over energy and resources.... And speaking of which... It's nice that so many people can find the time to rant and rave about whether or no Apple is "invulnerable" ... When Apple is in the same boat as any other American tech giant in that it maintains absolutely no manufacturing capability on it's home shores. Simple minds see simple things.]]> Sat, 30 Aug 2008 20:48:39 -0400 Additionally... One should not be so centric in their world view that one discounts completely the possibility that somewhere, sometime, somehow... Someone is going to come up with an iPod killer. The fact is... That even something as simple as if a nation like China should decide to say the heck with patents and copyrights and decide to market exact clones of ALL the Apple products and flood world markets with them.
The fact that exactly NONE of these products is manufactured in the US makes it entirely possible in the face of potential conflict over energy and resources.... And speaking of which... It's nice that so many people can find the time to rant and rave about whether or no Apple is "invulnerable" ... When Apple is in the same boat as any other American tech giant in that it maintains absolutely no manufacturing capability on it's home shores. Simple minds see simple things.]]> http://seekingalpha.com/article/93245-false-data-clobbers-the-markets?source=feed#comment-242327 242327 Sat, 30 Aug 2008 20:10:34 -0400 http://seekingalpha.com/article/77026-what-s-better-blackberry-or-iphone?source=feed#comment-169067 169067 Didn't you have to register to comment... I did? Just by posting this article ...Wayne put himself out there as at least an authority if not an expert... He deserves everything he gets if he insists on producing uneducated spew... You're right in stating that Apple enthusiasts are a bit sensitive to people slamming the obviously superior product line... But your calling passionate people idiotic also pushes a certain level of decency. ]]> Fri, 16 May 2008 17:03:34 -0400 Didn't you have to register to comment... I did? Just by posting this article ...Wayne put himself out there as at least an authority if not an expert... He deserves everything he gets if he insists on producing uneducated spew... You're right in stating that Apple enthusiasts are a bit sensitive to people slamming the obviously superior product line... But your calling passionate people idiotic also pushes a certain level of decency. ]]> http://seekingalpha.com/article/77026-what-s-better-blackberry-or-iphone?source=feed#comment-167720 167720 C'mon man... You should have at least researched your story before leaping in front of the locomotive that is Apple users offended by inaccurate drivel... Why do we see this over and over? Some uninformed hack will try to make a name for himself by denigrating a product that the market has proven to be a winner by repeating tired and unfounded old wives tales likely put out by the desperate competition. And ends up getting his head handed to him by what history has proven time and time again to be the most passionate and well informed (about their product) users in the world... What reasonably informed person doesn't know that the iPhone has the highest satisfaction ratings out there?... Do you think that anyone paying >$300 for their unit and getting delicate junk is not screaming blue bloody murder? And your pseudo - quasi -pretentious use of the so, so last year's "Brickberry" and "Crackberry" mark you as a poser who is in it for the show of it... Anyone who's used an iPhone for more than 48 hours and doesn't get the implications of the web experience on handset computing is suffering from a true deficit of cognitive function.... How many IT folks out there are getting steamrolled into finding a way to make the iPhone work for enterprise because the bigwigs at the top are finding it the right thing to make them more productive? Nothing against earning your pay man... But at least give your corporate masters their money's worth.]]> Wed, 14 May 2008 20:07:55 -0400 C'mon man... You should have at least researched your story before leaping in front of the locomotive that is Apple users offended by inaccurate drivel... Why do we see this over and over? Some uninformed hack will try to make a name for himself by denigrating a product that the market has proven to be a winner by repeating tired and unfounded old wives tales likely put out by the desperate competition. And ends up getting his head handed to him by what history has proven time and time again to be the most passionate and well informed (about their product) users in the world... What reasonably informed person doesn't know that the iPhone has the highest satisfaction ratings out there?... Do you think that anyone paying >$300 for their unit and getting delicate junk is not screaming blue bloody murder? And your pseudo - quasi -pretentious use of the so, so last year's "Brickberry" and "Crackberry" mark you as a poser who is in it for the show of it... Anyone who's used an iPhone for more than 48 hours and doesn't get the implications of the web experience on handset computing is suffering from a true deficit of cognitive function.... How many IT folks out there are getting steamrolled into finding a way to make the iPhone work for enterprise because the bigwigs at the top are finding it the right thing to make them more productive? Nothing against earning your pay man... But at least give your corporate masters their money's worth.]]> http://seekingalpha.com/article/74801-apple-customers-actually-come-first?source=feed#comment-159824 159824 Wed, 30 Apr 2008 21:36:04 -0400 http://seekingalpha.com/article/72648-wanted-dead-or-alive-the-iphone-killer?source=feed#comment-152587 152587 Thu, 17 Apr 2008 21:29:29 -0400 http://seekingalpha.com/article/65950-why-iphone-unlocking-is-growing-every-day?source=feed#comment-119461 119461 Tue, 26 Feb 2008 18:47:55 -0500 http://seekingalpha.com/article/61735-only-tax-cuts-will-work-in-the-long-run?source=feed#comment-113366 113366
Shut up about cutting taxes already!.. We're a trillion dollars in debt... Our infrastructure reeks and real meaningful jobs haven't been created in large numbers in this country in over two decades. Raise taxes on every corporation that has more overseas workers than U.S. workers... Set up a flat tax and use the money to pay down the debt and create jobs rebuilding the nations infrastructure. ]]> Tue, 29 Jan 2008 01:25:33 -0500
Shut up about cutting taxes already!.. We're a trillion dollars in debt... Our infrastructure reeks and real meaningful jobs haven't been created in large numbers in this country in over two decades. Raise taxes on every corporation that has more overseas workers than U.S. workers... Set up a flat tax and use the money to pay down the debt and create jobs rebuilding the nations infrastructure. ]]> http://seekingalpha.com/article/56418-iphone-browsing-market-share-shows-importance-of-usability?source=feed#comment-104267 104267 Thu, 06 Dec 2007 02:04:53 -0500 http://seekingalpha.com/article/56131-iphones-sell-themselves-in-everyday-tasks?source=feed#comment-104266 104266 Thu, 06 Dec 2007 01:53:57 -0500 http://seekingalpha.com/article/56131-iphones-sell-themselves-in-everyday-tasks?source=feed#comment-104265 104265 Thu, 06 Dec 2007 01:46:40 -0500 http://seekingalpha.com/article/40139-did-apple-beat-iphone-sales-forecasts-or-not?source=feed#comment-90503 90503 Thu, 05 Jul 2007 22:14:36 -0400 http://seekingalpha.com/article/38266-the-street-gets-pre-release-jitters-on-apple-s-iphone?source=feed#comment-88611 88611
All Apple equipment goes at premium prices... So it will be interesting to see where it bottoms out for an iphone... I suspect somewhere in the $200 range with a 2 year commitment... If so... Then we can expect a Wii like phenomenon... Not enough to go around but can't sell enough of em. Also... There doesn't appear to be anything particular about an iphone that would make it much more expensive to manufacture than a high end ipod... And we know Apple's margins on those are very nice indeed... Another reason to look at volume vs pricing.]]> Thu, 14 Jun 2007 12:59:29 -0400
All Apple equipment goes at premium prices... So it will be interesting to see where it bottoms out for an iphone... I suspect somewhere in the $200 range with a 2 year commitment... If so... Then we can expect a Wii like phenomenon... Not enough to go around but can't sell enough of em. Also... There doesn't appear to be anything particular about an iphone that would make it much more expensive to manufacture than a high end ipod... And we know Apple's margins on those are very nice indeed... Another reason to look at volume vs pricing.]]> http://seekingalpha.com/article/38318-mobile-players-take-on-apple-iphone-with-flat-rate-mobile-music-service?source=feed#comment-88607 88607 Thu, 14 Jun 2007 12:41:04 -0400 http://seekingalpha.com/article/38320-apple-when-the-iphone-hype-wears-off-there-are-still-real-world-issues?source=feed#comment-88606 88606 Thu, 14 Jun 2007 12:36:51 -0400 http://seekingalpha.com/article/38285-trouble-in-paradise-security-experts-find-multiple-bugs-in-apple-s-safari?source=feed#comment-88604 88604
You classic apple bashers will jump on anything to prove your narrow minded points. Pay attention! Do you know what Beta's are for?... Apparently not. Why do you think Apple is putting it out there? Why do you expect a beta release to have no holes in it?... OH YEAH!... Because Apple doesn't release Junk! By the time the non beta version is released... It will be as secure as the Mac version. Not perfect... But better out of the box than IE is in it's 7th incarnation. Let's keep a running tab of how many bugs and holes are found in toto before the full version comes out.

Oh you silly boy...]]> Thu, 14 Jun 2007 12:33:48 -0400
You classic apple bashers will jump on anything to prove your narrow minded points. Pay attention! Do you know what Beta's are for?... Apparently not. Why do you think Apple is putting it out there? Why do you expect a beta release to have no holes in it?... OH YEAH!... Because Apple doesn't release Junk! By the time the non beta version is released... It will be as secure as the Mac version. Not perfect... But better out of the box than IE is in it's 7th incarnation. Let's keep a running tab of how many bugs and holes are found in toto before the full version comes out.

Oh you silly boy...]]> http://seekingalpha.com/article/38320-apple-when-the-iphone-hype-wears-off-there-are-still-real-world-issues?source=feed#comment-88603 88603
Also... It seems a bit dense to imply that Apple is betting the farm on the iphone... Even if the thing completely tanks as a phone... With very minor modification to price and capacity... It still will rank as the must have gadget in mp3 players.

"iTV is just a hobby" says Jobs... That should be reason enough for savvy market players to prick up their ears and start looking around... The first Apple was a hobby too. Tivo has already whetted the appetite for what aTV has potential for.

Will Leopard help sell a few more macs?... Please.

iStockoptions? .. Dead... But let's hope not... I'd like to see the price drop a bit so I can jump on more!]]> Thu, 14 Jun 2007 12:21:20 -0400
Also... It seems a bit dense to imply that Apple is betting the farm on the iphone... Even if the thing completely tanks as a phone... With very minor modification to price and capacity... It still will rank as the must have gadget in mp3 players.

"iTV is just a hobby" says Jobs... That should be reason enough for savvy market players to prick up their ears and start looking around... The first Apple was a hobby too. Tivo has already whetted the appetite for what aTV has potential for.

Will Leopard help sell a few more macs?... Please.

iStockoptions? .. Dead... But let's hope not... I'd like to see the price drop a bit so I can jump on more!]]> http://seekingalpha.com/article/36429-iphone-apple-making-all-the-wrong-moves?source=feed#comment-87091 87091 Sat, 26 May 2007 15:36:10 -0400 http://seekingalpha.com/article/35621-the-iphone-apple-s-first-flop?source=feed#comment-86673 86673
Secondly... Do you know why Nokia pumps out so very many new models year after year? 1st gen iPhones will be replaced rather quickly... And those units will, barring major defects... fetch sellers nearly 50% of what they paid for them. And as for the "unimpressive" unreliability of iPods?.. If they were that bad... I'm sure that sales would have taken a hit. My old 3G ipod is still my favorite and other than a new battery... It still works just fine.. I won't even mention how many other brands of mp3 players my kids have destroyed in months if not weeks.

Your article strikes me as a play for hits... Well ... You got em.]]> Mon, 21 May 2007 13:18:43 -0400
Secondly... Do you know why Nokia pumps out so very many new models year after year? 1st gen iPhones will be replaced rather quickly... And those units will, barring major defects... fetch sellers nearly 50% of what they paid for them. And as for the "unimpressive" unreliability of iPods?.. If they were that bad... I'm sure that sales would have taken a hit. My old 3G ipod is still my favorite and other than a new battery... It still works just fine.. I won't even mention how many other brands of mp3 players my kids have destroyed in months if not weeks.

Your article strikes me as a play for hits... Well ... You got em.]]> http://seekingalpha.com/article/36110-the-iphone-effect-what-will-happen-to-apple-s-other-products?source=feed#comment-86666 86666
The big iPods will still sell because they have their own niche. Many people already own a Nano and a big iPod. Tons of used Nanos and Shuffles will become available on eBay and will create new adherents / customers for Apple from people that may not have been able to buy a new iPod... At any rate... Nanos and Shuffles are typically entry level units... And as long as there are kids getting old enough to beg for them... There will be a market for the entry level units.

Prices will inevitably drop on the iPhone and Apple will make deals with other carriers and 18 months from now... iPods will still be king of the hill on mp3 players and iPhones will have made significant inroads into the cell phone business... And Steve Jobs will be on the cover of Time magazine again.]]> Mon, 21 May 2007 12:43:47 -0400
The big iPods will still sell because they have their own niche. Many people already own a Nano and a big iPod. Tons of used Nanos and Shuffles will become available on eBay and will create new adherents / customers for Apple from people that may not have been able to buy a new iPod... At any rate... Nanos and Shuffles are typically entry level units... And as long as there are kids getting old enough to beg for them... There will be a market for the entry level units.

Prices will inevitably drop on the iPhone and Apple will make deals with other carriers and 18 months from now... iPods will still be king of the hill on mp3 players and iPhones will have made significant inroads into the cell phone business... And Steve Jobs will be on the cover of Time magazine again.]]> http://seekingalpha.com/article/34501-apple-s-iphone-rocks-the-cell-phone-industry?source=feed#comment-85673 85673 Mon, 07 May 2007 20:14:30 -0400