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steftheref

steftheref
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  • FY2015: Apple's Big Adventure [View article]
    Market Share!? So 1980's.

    Think 'profit share'
    Nov 30, 2014. 11:31 AM | 3 Likes Like |Link to Comment
  • Apple Could Drop Google For Bing In Safari [View article]
    Google is an advertising company whose existence depends on its knowing as much as it can about where you go, what you read, where and what you buy, who you email and what you talk about. It's the world's most pervasive snooper.

    Apple's not in that business at all. It has no interest at all in invading your privacy to make its money. That's the basic disconnect and why Apple will cease to use Google wherever it can.

    Web crawling to support effective searches is nowhere near as hard as Google would have you believe. The complexity in Google's search comes from all the snooping/advertising/b... processes involved. Delete all that crap, add IBM Watson and Siri AI technology on top of - say, DuckDuckGo and you have a better search service which respects your privacy.
    Nov 28, 2014. 03:58 PM | 9 Likes Like |Link to Comment
  • Taking A Bite Out Of Apple [View article]
    AAPL isn't for number juggling theorists and short-term traders.

    We're experiencing a world-class company with a clear, consistent vision and seasoned and savvy management executing its plans with panache. It will be very hard for any putative or actual competitor to materially affect its forward trajectory.

    Invest accordingly.
    Nov 28, 2014. 03:44 PM | 19 Likes Like |Link to Comment
  • Facebook: A Gold Mine Exposed By A Rift [View article]
    There will be an easy way to determine if this has a future.

    If the porn industry starts offering Oculus-related 'services', that will tell you all you need to know.

    Remember how they backed VHS? And what that did for Betamax?
    Nov 27, 2014. 04:57 PM | Likes Like |Link to Comment
  • Facebook: A Gold Mine Exposed By A Rift [View article]
    You would need the wide angle version (in-app purchase)
    Nov 27, 2014. 04:52 PM | 4 Likes Like |Link to Comment
  • Is Apple Worth $700 Billion? [View article]
    Rubbish.

    Apple Pay can't be hacked because it stores nothing about the transaction and never transfers the credit card number to the merchant. Do your homework before inflicting your bile on us, please.
    Nov 27, 2014. 03:04 PM | 3 Likes Like |Link to Comment
  • Is Apple Worth $700 Billion? [View article]
    The assumption that a company is only worth investing in if it continues to grow and increase its margins is nuts.

    Apple could stay at its current revenue level for years and drop its margins 10% and it would still outperform every other high tech company.

    Comparing Apple's position today to BlackBerry at its peak - which this article seems to do - and to conclude Apple could suffer the same fate, is a trite and frankly ridiculous idea. BlackBerry back then was a one-trick pony run by a couple of ego-maniacs who dissed any competitor and therefore couldn't read the tea leaves to see the tsunami about to be unleashed on them by first Apple, and then Google. There is no similarity between that and Apple today.
    Nov 26, 2014. 06:13 PM | 10 Likes Like |Link to Comment
  • Is Apple At A Ceiling Right Now? [View article]
    @wishfulthinkingbonehead
    Nov 26, 2014. 12:14 PM | Likes Like |Link to Comment
  • Investors Wait To Invest New Money In Apple [View article]
    More number juggling. Apple is a long term jewel which will make you richer than Croesus. It's not for trading, unless you're part of the elite clique that periodically drives the price down on the back of some invented 'problem' or shilled pseudo- analysis from some previously unheard-of man-in-garage-industry specialist forecasting disaster.
    Nov 24, 2014. 03:51 PM | 10 Likes Like |Link to Comment
  • Apple And UnionPay: A Marriage Not Made In Heaven [View article]
    Reality is that Apple just keeps truckin' along, focused as ever on maximising the user experience in its widest sense. It doesn't rely on market domination in any sector in which it operates, instead it works at being the best it can be, relying on the judgment of individuals to decide for themselves whether or not Apple offers them the best deal. Seems like a lot of us buy the argument.

    I see no rationale for assuming Apple will stop working this way. It may, but my money's on this not happening. So long as it keeps adding to my life in the way it does every single day, Apple can rely on my business. I bet I speak for hundreds of millions too.
    Nov 20, 2014. 12:24 PM | Likes Like |Link to Comment
  • Apple And UnionPay: A Marriage Not Made In Heaven [View article]
    Hey! Author's not completely round the bend. At least he isn't claiming BlackBerry will swat Apple into irrelevance with their new totally oval chicklet super phone that comes complete with 12 lever solid bronze lock for total security.

    Oh! Hang on. I retract that.

    I see it's Lenovo he thinks will beat Apple. He is a few sandwiches short of a picnic after all.
    Nov 20, 2014. 03:21 AM | Likes Like |Link to Comment
  • Watch Out Apple, Xiaomi Is Coming To Each One Of Your Segments [View article]
    Look folks, Michael Blair thinks the author is right.

    Tells me all I need to know. That guy leaps on any passing raft that in his opinion leads away from a rapidly sinking Apple. Let's wave him goodbye from the First Class Cocktail Lounge as he bobs off into the distance clutching his bottle of Kool Aid and a curled-up tuna sandwich.

    I heard this BS before. Once it was RIM that would blow Apple away. Then Microsoft. Then Nokia. Then of course, Samsung.
    Nov 18, 2014. 12:57 PM | 2 Likes Like |Link to Comment
  • Apple Pay Won't Drive Much Direct Revenue, But It Could Boost iPhone Loyalty [View article]
    Number juggling ain't the game. Apple is a longterm player. Get onboard and stay there.

    Sooner or later many of those number juggling artistes in and out of marginal survivor Amazon and that weird rudderless ship called Google will figure out that in high tech, Apple is the answer and will pile in, driving the price even higher.

    Here's a sobering perspective:

    If you stripped out Apple's Services activities (iTunes, AppleCare, software, iCloud) which nobody even thinks about when they look at Apple, and made that into a separate company, that company ON ITS OWN would be the 90th largest company in the Fortune 500. Think about that... an apparently peripheral part of Apple would be bigger than every other company except for the 89 biggest. THAT'S how powerful a position Apple has earned for itself, one wallet at a time.
    Nov 18, 2014. 12:49 PM | Likes Like |Link to Comment
  • Apple: It Is All About Improving Margins [View article]
    Silly boy! It comes from Uranus, like your comment.
    Nov 18, 2014. 09:57 AM | 2 Likes Like |Link to Comment
  • Apple: It Is All About Improving Margins [View article]
    Apple's tight integration between hardware and software - impossible with Android - allows it (to provide just one example) to clear recently used memory much faster, effectively allowing it to use less to achieve more. The payoff is lower power consumption per unit of work done, space saving, heat reduction and cost.

    I contend margin movements in Apple's case are immaterial to my investment decision. I don't care in the slightest if they move up or down, so long as they remain stellar. Using your argument, why would anyone invest in Amazon, sliding along somehow on a few %?
    Nov 18, 2014. 02:30 AM | 2 Likes Like |Link to Comment
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