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acsatix

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  • Will Apple Increase Its PC Market With Free OS Updates? Yes It Will [View article]
    the worst viruses affecting all of the windows users are windows updates which make the machine unusable after a while so you need to rebuild it...
    Oct 25 11:45 PM | 3 Likes Like |Link to Comment
  • Apple's Free Software Announcement - Much Ado About Nothing [View article]
    my experience as a corporate user Using Microsoft windows 7 and consumer using apple products really is showing to me that Microsoft may have issues in the long run. I have a relatively new HP platform running windows 7 ( thankfully as I have a daughter using a windows 8 laptop and i really am amazed by the bad design of the user interface alone). after a few months of use and updates of the system the boot time of my laptop is now about 10 minutes. i mean it is something I never encountered in apple world. and really the more Microsoft works at their os, the more it becomes clumsy and unacceptable.

    In summary i pray one day my corporation migrates to a serious and reliable platform like apple.


    I am not making it up. it is happening in my life and I see it with my own eyes.


    This alone and without the iworks thing is something to think about.

    I believe however the real place where microsoft has a stronghold is in outlook email system and communications suites like lync etc... apple is not really yet there to attack the corporate market. but i give it two to three years before they will and really at that point Microsoft may go down alongside nokia.

    i interpret this free productivity sw bonus as something they want to give to provide a richer ecosystem for now, and to get about 20% of the world market to familiarize with it( and much higher percentages in usa and other areas).

    finally one must not forget the impact on the education sector... students have now this free of charge on their apple products... this goes in the right direction....
    Oct 25 10:11 PM | 3 Likes Like |Link to Comment
  • Apple Is In Deep Trouble: A Reformed Bull Speaks Out [View article]
    well, it can go two ways: profits increase form here or profit go down. I think they will go up for these reasons:

    1) free OS upgrades and productivity applications applications are going to kill microsoft as more and more users will get these on this ecosystem. in turn this drives Apple HW sales

    2) Apple Iphone revenue is not limited by its price tag but by availability and global distribution agreements. over time these two things will go away. there is not yet on the horizon an ecosystem nor a product competitive with the iPhone in terms of quality try to use the Samsung Kies to manage your phone - if it works (I tell you the first challenge is to get it installed successfully) it is really bad. and worst of all it is not integrated in the android ecosystem so you feel like you are dealing with a schizophrenic product.

    3) microsoft windows 8 OS is not a tablet or mobile oriented nor desktop or laptop oriented system as they failed to address either well... this will make a lot of the consumer base unhappy with microsoft and I tell you the fact enterprises do not have to pay productivity licenses nor OS upgrades looks attractive to me as a proposition.

    4) google price oriented competition is not really making a difference as the price difference of say 100$ or so spread over a product lifetime is like a drop in the ocean so I do not buy the argument price is a definite hurdle if what one wants is an apple product to start with. I guess that here it is very similar to one that wants a BMW and coz it is more expensive goes for a chevy... regardless of income or willingness to spend money on it.

    5) if google became too strong as HW seller then the success factor it build on (i.e. widespread adoption across many platforms) will certainly become less evident and probably spur price competition INSIDE the android ecosystem which of course is already happening to its own damage.

    6) there is no doubt apple will not stay put and rest on glory so they WILL introduce new product categories that add new streams of revenue and profit over time

    7) did anyone notice the hiring pattern? by hiring retail experts and fashion experts they do want to distinguish from the crowd and command high margin for ever... this is a positive. Note no one ever questioned BMW or Audi for selling at a good margin and still they seem successful.

    the list can continue but I need to stop here :).
    Oct 24 05:01 AM | 24 Likes Like |Link to Comment
  • Apple: $500 A Share Soon To Be In The Rearview Mirror [View article]
    well, the thing is apple will have this nice music palying and sometimes ads in it... ads = revenue. however apple users get annoyed with ads so they will decide to buy the subscription (what the heck, 25$/year?) say 20M users do so you got all of a sudden 500M$ of income.... howver with a 700M iOS user we can easily see a 100M take up in the long run that makes a 2.5B/year... maybe say 2B but it means a 5% increase in share price... just byu adding a little feature like a radio. say 5-0% of that goes to royalties... you still have about 1B profit... without counting the fact that there are advertisements revenue and parhaps increased Itunes downloads.

    Lastly, if folks like the service, they will add to stickyness to apple ecosystem and this is really the most value.
    Oct 10 05:19 AM | Likes Like |Link to Comment
  • Why Apple Didn't Fix Its Biggest Problem [View article]
    to the point of emerging markets strategy cook is very clear in his view there are no emerging markets. every ,market has a high end high quality segment and this is what they are in for... clearer than this is impossible.
    Sep 29 12:13 PM | 3 Likes Like |Link to Comment
  • Why Apple Didn't Fix Its Biggest Problem [View article]
    i interpret these guys will beat earlier guidance ... but man you are so good that you venture into decimals prediction... i give it to you, you belong certainly to a different league.
    Sep 29 12:06 PM | 4 Likes Like |Link to Comment
  • Apple Stays Rotten [View article]
    I think the author did not know yet they had sold 9 million rotten apples in a single week end just as they had just fallen from the tree... I guess that as long as rotten apples are in demand Apple is a safe bet.

    In reality I think that there is a misunderstanding of market dynamics by those that do not see the Apple tsunami is going to take on pretty much most of the mobile OS and mobile HW and mobile content and advertisement business. at some point they will have to break it up :).
    Sep 23 09:12 AM | 8 Likes Like |Link to Comment
  • (Almost) Kudos To You, Mr. Cook [View article]
    luckily they can buy back a good share of apple instead and this will make holders rich.
    Sep 16 08:15 PM | Likes Like |Link to Comment
  • (Almost) Kudos To You, Mr. Cook [View article]
    well there is too much money to be made by shorting appl from its top market cap position so all sorts of issues will be invented to cast doubts on leadership of this company... they are just too good to cause this company demise.
    Sep 16 08:14 PM | Likes Like |Link to Comment
  • Apple's Big Opportunity: China's Not Going Anywhere [View article]
    hope 128 ismexactly right... the legend chinese cannot afford iPhones is just a legend... chinese middle class is already huge and growing... and they need to show it off with some status symbols...if the iphone was cheap it would go nowhere.
    Sep 16 08:02 PM | Likes Like |Link to Comment
  • (Almost) Kudos To You, Mr. Cook [View article]
    stunning article... you have got all the points right. It is very well known premium brands are used to add to the price of their goods in Asia as contrary to the assumptions of us in the west, making a product more expensive attracts folks more than lowering its price, for premium brands.
    Sep 16 07:14 AM | 14 Likes Like |Link to Comment
  • Apple Can Look Forward To A Tough 2014 [View article]
    wow Michael! your are now disclosing to the public you trade the swings as a strategy? after having put in all this thought on apple pricing? i think that is what more or less all traders do, even if they believe the price is right. your advice seems quite phenomenal.
    Sep 16 02:53 AM | Likes Like |Link to Comment
  • Apple Can Look Forward To A Tough 2014 [View article]
    so you argue that a 300 dollars difference in china would have been fundamental... you forget this will be put in by china mobile and the likes as customer acquisition costs and that this gives apple a margin of fifty percent instead of five percent... at five percent margin your are just not doing business and you are killing the company as is to turn it into an already crowded internet software companies. so kudos to apple to have chosen the right strategy. remember the ipod was pricy but everyone wanted it... so they bought it.... lower priced ipods came to satisfy different needs, not different pockets only. so wait for a future run down product at a lower price... but right now it is too early for apple to do that.
    Sep 16 02:48 AM | 2 Likes Like |Link to Comment
  • Apple Can Look Forward To A Tough 2014 [View article]

    inhave heard all sorts of comments on the pricing....

    "But in my view, at the prices Apple has chosen (without doubt to optimize profits), Apple will continue to shed market share and runs the risk of sinking to single digits next year."

    what price was right? can anyone document what larger share this price would have brought to apple in terms of profits???
    Sep 15 06:51 PM | 1 Like Like |Link to Comment
  • Apple's Huge Ecosystem Blunder [View article]
    you want apple to give away at high margin? how does that work?

    building mobile phones is a capital intensive job and you cannot drive a large ecosystem on low margins. the two things must go hand in hand.
    Sep 15 03:09 PM | Likes Like |Link to Comment
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