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lorvic1

lorvic1
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  • Charlie Munger: Energy Independence Is Dumb [View article]
    The assumption that the attempt by Russia and China to establish a new reserve currency is only and assumption and not supported by logical analysis or critical thinking. Without it the article is severely lacking for the conclusion is based on that assumption and treated it as fact, however, it is not fact. It was only a few short years ago that similar articles claimed the Euro would supplant the dollar as the reserve currency. That, of course, has not happened. Russia as an exporter and China as an importer can, of course, make any arrangement between themselves but they cannot control what the rest of the world will do.
    Jul 26 10:03 AM | Likes Like |Link to Comment
  • Apple Inc.'s Slumping Unit Profits Spell Trouble [View article]
    Poor article. Does not understand basic economics of products and product development and market. It is normal to discount to reach a broader market. Apple has done an amazing job in reaching the lower priced market even though it has not introduced a lower price iPhone. Their marketing is brilliant. Remember with their high retention rate this brings more and more into their Eco system. They did this without discounting their flag ship product. As I said this was brilliant marketing.
    Jul 24 09:46 AM | 7 Likes Like |Link to Comment
  • Apple Inc.: Slightly Disappointed, But More Hopeful [View article]
    A little pessimistic but over all a fair article. He did not seem understand the significance of the increased iPhone sales. The bloom is off the Galaxy 4 phone as have been illustrated by iPhone sales and week sales and already discounting of the latest Galaxy model.
    Jul 24 09:38 AM | 3 Likes Like |Link to Comment
  • Apple Inc.'s Oppenheimer Engineers A Q3 Beat [View article]
    Very good article.
    Jul 24 01:09 AM | 1 Like Like |Link to Comment
  • Is Microsoft's Tablet Problem Fixed? [View article]
    Interesting. All seven of my kids have one. One is a teacher and heads up the project that is introducing iPads to her school.
    Jul 23 02:52 PM | 1 Like Like |Link to Comment
  • Is Microsoft's Tablet Problem Fixed? [View article]
    You give Micrsoft to much credit. They did not expect it to fail as it did. It was more than a price problem.
    Jul 23 02:50 PM | 1 Like Like |Link to Comment
  • Apple Earnings: How To Tackle Saturation In The High-End Smartphone Market? [View article]
    The author obviously did not note the recent news from Microsoft and their big write down because they cannot "give away" their tablets.
    Jul 22 05:37 PM | 2 Likes Like |Link to Comment
  • More Bad News For Apple [View article]
    Long ago news. Discounted some time ago. Author should try and keep up with the news.
    Jul 15 06:24 PM | Likes Like |Link to Comment
  • More Bad News For Apple [View article]
    Unfortunately Nokia got left at the dock a long time ago in the smart phone market. They are trying to catch up but still to not avail.
    Jul 15 06:23 PM | 3 Likes Like |Link to Comment
  • What iPhone 5 Discounts Could Mean [View article]
    Apple discounts its iPhone 5 almost 10 months into its one year cycle and that is news and negative. Samsung discounts its S4 only three months into its cycle and the author never mentions it. That to me would be the bigger news and a positive for Apple. Objective well researched article? Hardly.
    Jun 29 08:27 AM | 1 Like Like |Link to Comment
  • Apple (AAPL) roundup: 1) Apple TV has received a software update that adds support for HBO GO, WatchESPN, and 3 other sources. iTunes Radio will arrive this fall. 2) Apple patent chief Boris Teksler has left to join France's Technicolor. 3) Apple has won a $30M contract to supply iPads for L.A. schools; iPad education sales have been a priority for Apple. 4) After using iOS 7 for a week, BGR's Zach Epstein offers a critical take that doesn't revolve around icons. "Apple’s mobile platform just isn’t getting any smarter ... What meaningful, innovative functions can iOS 7 perform that iOS 6 could not?" Dan Frommer, another early user, isn't as harsh, but offers a similar take. "The big-picture reality is that iOS 7 really isn’t very different." [View news story]
    Wrong. Obviously the author did not really test IOS 7.
    Jun 19 08:14 PM | Likes Like |Link to Comment
  • The Fed's Third Mandate [View article]
    Unfortunately the author flunked Econ 101. He understands little of the Fed or its mandate as spelled out by the Congress.
    Jun 14 10:24 PM | Likes Like |Link to Comment
  • "In light of our findings, we find it difficult to side with the bulls at this time," says Citigroup after checks of the Apple (AAPL) supply line. "While we have expected to hear optimism around Apple's forthcoming product refreshes ... (we) were surprised at the skepticism at many points in the supply chain." The field work also suggests a cut in iPad Mini production this quarter to 6M-7M from 8M. Citi has been bearish on Apple for awhile. Shares -0.35% premarket. [View news story]
    I would like to know more about their field work, as mine shows an increase in production.
    Jun 7 12:31 PM | 2 Likes Like |Link to Comment
  • ITC Rules Apple Infringed On Samsung Patent, Shares Fall Post Session [View article]
    Let's see, Apple will no longer get to sell on the US old phones they already no longer sell in the US. Yes, I can see that will be a big hit to Apple.
    Jun 5 07:05 AM | 6 Likes Like |Link to Comment
  • David Trainer's $240 Apple Price Target Analysis Just Doesn't Add Up [View article]
    It is all on the assumptions. If they are flawed the result is flawed. It appears that Trainer may know numbers but he does not understand Apple and the market they created. Therefore he cannot come up with reasonable assumptions.
    May 16 08:59 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
94 Comments
279 Likes