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steftheref

steftheref
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  • 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 | 7 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
  • Why Apple Should Not Buy Tesla Motors [View article]
    My oh my. You're just the saviour the desperately struggling Apple needs the dig itself out of its death spiral.

    Puny iPhones? In what alternative universe do you live?
    Nov 17, 2014. 05:03 PM | 1 Like Like |Link to Comment
  • Apple Pay Won't Drive Much Direct Revenue, But It Could Boost iPhone Loyalty [View article]
    The obsession on growth is a typical number juggler notion. Apple could stay exactly where it is today and not grow by $1 and it would still be an immensely successful and profitable company. Every CEO in the land would sell his or her grandmother to be able to report Apple's results every quarter.

    Apple will, of course, grow because every customer it wins (1 wallet at a time ) goes on to buy more Apple products over time, but it doesn't NEED to grow to make a stellar investment.
    Nov 17, 2014. 04:52 PM | 1 Like Like |Link to Comment
  • Apple: It Is All About Improving Margins [View article]
    I simply can't understand why anyone pays the slightest attention to Apple's margins. By any standard they are stellar. Every other high tec company CEO would sell his or her grandmother to get within 25% of what Apple achieves. Who cares if Apple's margins go up or down quarter by quarter? They're still stellar.
    Nov 17, 2014. 09:27 AM | 1 Like Like |Link to Comment
  • Apple: It Is All About Improving Margins [View article]
    You're obviously no technical heavyweight so I would hold off with comments on the relevance of RAM if I were you.

    The 1GB of RAM you mention is plenty for the iPhone. Apple uses RAM in a unique way - thanks to the way its AX chips work - to avoid the memory hogging behaviour of the Android architecture. To imagine Apple would choose 1GB when 2GB is needed, just to save a few bucks is to underestimate the technical nous of Apple engineering. You do that at your peril (one might argue that doing exactly this was the critical mistake RIM made when it dismissed the original iPhone as a 'toy')
    Nov 17, 2014. 09:22 AM | 1 Like Like |Link to Comment
  • Apple's iPhone User Population To Grow Robustly In Q4 [View article]
    Fiksu - very nearly an accurate description - base their 'analysis' on date - they say - from apps belonging to Fiksu clients.

    A few facts are in order. Unlike the Wild West scenario of Android apps, iOS apps are not permitted to harvest data other than with the express permission of the user. I have never been asked by any app if I am willing to transmit data to Fiksu, and I'm willing to bet the massive majority of seekingalpha readers are in the same position. So what, exactly, is this app infrastructure supposedly reporting back to Fiksu? Why should anyone think it represents anything other than a self-serving agenda from a company desperate to make itself relevant (and rich) off gullible pundits?
    Nov 15, 2014. 03:37 PM | 1 Like Like |Link to Comment
  • Record iPhone Shipments May Not Mean Market Share Gains [View article]
    This chap's analysis depends on some outfit called Fiksu - very nearly an appropriate moniker, incidentally - which apparently gets its data in realtime from 'Fiksu client apps'. Oh! Really?

    Let me tell author of this pseudo-analysis something about apps running on iOS. Unlike the Android platform, where anything goes and you have no clue what your app may be broadcasting and to whom, on iOS firstly Apple doesn't permit apps that behave like that, and secondly, where a legitimate use is made for data to be sent, Apple forces the developer to ask the user if it's OK for the app to do so. I have never been asked if I want to broadcast my personal data to Fiksu, and if I was, I'd refuse. I'm running about 100 apps, incidentally.

    So I doubt the entire basis for assuming this 'analysis' rests on 'reliable data'. That's quite apart from all the other things wrong with this article, which I can't be bothered to repeat. I've got better things to do with my life.
    Nov 3, 2014. 03:35 PM | 1 Like Like |Link to Comment
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