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  • Is Apple Really Doomed? [View article]
    A very convincing differentiation between Apple and Sony. Furthermore, there were many very large bumps and potholes along the way before Apple was led by Steve Jobs, on his second try as CEO, to it's present state of success.

    There is an apparent lull in the "wow factor" presently at Apple it seems, but there is quite possibly far more going on to lay groundwork for potentially groundbreaking products, services and integration between them the likes of which Apple excels at bringing to consumers, academia and businesses like no other company, and that this time is more of a gestation period than it is a lack of innovation.
    Mar 24 09:04 AM | 10 Likes Like |Link to Comment
  • Apple Outguns Intel [View article]
    Having read the biography, "Steve Jobs," by Walter Isaacson, it appears the Apple Way is about ALWAYS maintaining a scrupulously high standard esthetically and functionally and in solving problems and fulfilling needs the consumer may not even be aware of. This has apparently fueled their admirable product evolution despite missteps and fallibility, all the way.

    Since corporate cultures seem to revert to a marketing oriented badge-engineered tolerance for excessive compromise that is ultimately self-destructive, great opportunity can be found in unexpected places such as competing against yesterday's most successful giants. For Apple, it apparently needed to do just that with it's chips since it's iPhone needs were not going to be met by a slow-moving Intel that has been so tone deaf in smartphone chips that it may yet fail in an area it mostly ignored for too long.
    Feb 28 11:52 AM | 3 Likes Like |Link to Comment
  • Amazon Kindle Is No Apple iPad Killer [View article]
    "We don't understand fully how large-scale asset purchase programs work to ease financial market conditions."
    "Certainly, Amazon stock has benefited as one receptacle for speculative capital."

    Yes, it's been party time on Wall Street, and this has reached a crescendo in the last year or so courtesy of Federal Reserve hot money creation directed specifically at asset inflation. Hence, the likes of Amazon, Facebook, Netflix and many other minimally profitable, head-scratchingly overvalued names are priced to hype and momo for as long as this version of the financialists' game lasts.
    Jan 15 10:13 AM | 7 Likes Like |Link to Comment
  • Apple Screwed Up Big Time [View article]
    "Tim Cook and Company have become blind, slow to recognize the changing, aging demographic market's desires and the accelerating, hungry competition. Give the market what it wants, not what you think it should get."

    Anyone who reads the biography "Steve Jobs," by Walter Isaacson, will be inundated with Mr. Jobs' endless obsession over details and overall user experience and how they were the core of Apple; the "Apple Way." This article rightly points out a yet another disturbing compromise by Apple by Tim Cook that Steve Jobs would not likely have countenanced.

    Steve Jobs did not make excuses for slipshod products, and if there was a problem a la "antennagate," he had the track record to be credible. He would not have released the embarrassing Maps before their time just to meet a deadline and he would almost certainly have delayed any new product if a better screen could be made available as a result.

    A short-term corporate corner-cutting for quarterly bonuses mentality is almost impossible to avoid running any publicly traded company replete with overcompensated hacks at the top, and Apple may well be falling into this familiar trap that almost all inspiring out-performers eventually succumb to.
    Jan 1 07:04 AM | 1 Like Like |Link to Comment
  • Further Signs Of Demand Weakness Now Hit The iPad Mini [View article]
    "This is a win win situation for both and should have been done years ago."

    No need when Apple products couldn't be kept in stock even at full price. Besides, the most successful products sold at say, Tiffany's, would never consider going downmarket all the way to Walmart unless they were having trouble moving their merchandise.
    Apr 9 09:05 AM | 1 Like Like |Link to Comment
  • Further Signs Of Demand Weakness Now Hit The iPad Mini [View article]
    The commentators above who appear so convinced that the latest Apple products appearing in Walmart discounted is a plus for Apple should consider working for the government and pumping the Bernanke "recovery."

    And hopefully for them all of their investments aren't just just about hope and "close enough for government work."
    Apr 9 06:57 AM | 2 Likes Like |Link to Comment
  • Without Steve Jobs, Apple Is Without A Map [View article]
    This all smells of GM which was for decades the most valuable and profitable company on the planet and considered synonymous with the peak of manufacturing expertise and "American knowhow."

    The demonstrable end started in 1955 when an accountant rather than an engineer headed the corporation for the first time, followed within several years by non-engineers in all top positions. Cheapness, fake innovations, goofs, missteps and inability and unwillingness to confront competitive threats were the result of the resulting focus on short-term results with nobody willing or able to take the heat for tough, principled decisions to maintain long-term viability.

    IT is a faster world, and decades will morph into mere years of great decline if Apple continues to lapse into the usual mold that human organizations devolve into of short-sighted and short-term decisions over the far more difficult maintenance of true quality and innovation that were achieved under Steve Jobs.
    Sep 23 02:14 PM | 2 Likes Like |Link to Comment
  • Steve Jobs Era Officially Over, But Should You Sell Apple Stock? [View article]
    "Tim has surely read Ayn Rands Atlas Shrugged one of Steve's favorite books and considered to be one of his 'guides'....."

    And Alan Greenspan was a disciple of Ayn Rand; what did that do to temper his career of servitude to the banker cartel and it's fiat paper currency? Maybe the biggest sellouts can be those who are have kept the subjects of their treasonous acts closer than their friends, a la the advice of Machiavelli.

    Microsoft was once widely considered the very essence of cutting edge innovation. So was GM, for that matter. Who cares now? Settling for the conventional status quo is the norm for managers at the top, and because they happen to be in business does not make them entrepreneurs. At present these are the types who are presiding over the demise of the unique free market attributes that once propelled the US to unparalleled leadership in most categories, from Jeffrey Immelt of GE presiding over the President's laughable "jobs panel" to all the political, business and academic hacks who have given us the grotesque contortions and lies that are preserving the incumbent haves at the cost of mounting $trillions of debt without any prospect of taxpayer value in exchange.

    Steve Jobs was an entrepreneur nonpareil regardless that he made mistakes. Obscenely overpaid, glorified managers are the stuff of which the present disastrous state of the US was built on. Sadly this is whose ranks Tim Cook now seems to be inclined to join.
    Mar 21 09:46 AM | Likes Like |Link to Comment
  • Apple Has Already Won The Tablet Market [View article]
    "I think I first heard "Triptronic" from some Porsche literature."

    "Tiptronic" is the name of the semi-automatic shifter, registered by Porsche.
    Mar 16 06:14 PM | Likes Like |Link to Comment
  • Apple Has Already Won The Tablet Market [View article]
    Agree with comments: An enlightening overview of Apple and a great article.

    Interesting that Steve Jobs listened to vinyl and recognized it's uncompressed analogue integrity as a target worth shooting for in his digital products. As the article states, "angels cry when good music is downgraded through MP3 compression." Very reassuring for the future of recorded music that Jobs was concerned with this problem enough to attack it with his usual concern for the ideal. By way of contrast, even some major studios have been known to throw out their original archival multitrack master tapes in favor of adulterated 16-bit "CD-quality" reductions!

    Sony unfortunately saw fit to introduce the first digital CD products it pioneered at 16 bits because the 24-bit true-fidelity product would have taken an extra year to develop and bring to market. Although Sony makes many excellent products, this is an illustration of the typical corporate bean-counter mentality. Perhaps the karma associated with the colossal damage Sony's approach did to music reproduction has contributed to that company's stagnation since.
    Mar 15 08:48 AM | 1 Like Like |Link to Comment
  • Apple: Retail Store Revenue Growth May Be Declining [View article]
    The article was illuminating and concluded that the stores are "very profitable," and "wildly better than most retail store chains." "Moreover, as biographer Walter Isaacson wrote: 'by creating buzz and brand awareness (the stores) indirectly helped boost everything the company did.'"

    Hardly a hit piece. Apple stores hugely differentiate that brand from everything else and create a hugely positive experience that reflects extremely well on the brand. It's one of Steve Jobs many distinguishing unique and inspired moves that drove Apple to the top that will likely be slowly chipped away as the usual American corporate drones chip off a buck here, a cost saving there to pad management compensation at the expense of Apple's distinguishing qualities and eventually land it among the ordinary too late to correct.

    Kind of the story of the entire US nation at present.
    Dec 27 10:46 AM | 4 Likes Like |Link to Comment
  • What Steve Jobs' Departure Means For Apple [View article]
    Steve Jobs has had a vision every where he has been to enlist technology in ways that, as he puts it, are meant to "amaze."

    It seems unlikely that the usual bean-counting American corporate drones won't find important places to cut for short-term gain that add up to a a far less amazing future for Apple. Only Jobs could prioritize resources and marshal promising ideas into reality the way he has.

    No one else is likely to have the vision or the clout. Politically skilled CYA specialists in Apple, as in any major organization, are likely to have their way.
    Aug 26 02:27 PM | Likes Like |Link to Comment
  • Apple: One Risk That Nobody Mentions [View article]
    The article is exactly correct. Technical deterioration often shows in stock prices before the reason becomes obvious enough to reach most of us. Apple seems conservatively valued based on what we know. But they are in a business where they need to be at the cutting edge at all times and additionally dealing with legal threats from competitors.

    "Examples of technical obsolescence are around us every day," and, "I just think that this is the one risk that no one mentions when talking about Apple," are prudent risks to weigh, especially in a company so dependent upon being at the forefront of technology.
    Jun 20 11:45 AM | 2 Likes Like |Link to Comment
  • A Look at Apple's Market Cap [View article]
    Comparing Apple today to 1999's epic tech bubble over-valuations may not hold much value.

    In 1987 during Japan's massive bubble, I read that the value of the Emperor's courtyard exceeded that of the entire state of California. I can't think how that applies in any valuations now.

    Note that the US is following the same zombie bank bailout policies that have ruined Japan's economy since their leveraged economic party collapsed, so more depressed valuations generally are likely to follow in the US.
    Jun 1 02:08 PM | 2 Likes Like |Link to Comment
  • 7 Reasons Apple's iPad Will Remain King of the Tablets [View article]
    HP's tablet efforts with the Palm OS will be an interesting and crucial revelation of whether enough of a core of HP's once-proud culture of innovation has survived the Fiorina and Hurd onslaughts of business-by-the-numbers for bonuses.

    Apple has come back in epic form from a similar, much shorter deviation since former CEO John Sculley but new HP CEO Leo Apotheker, if no Steve Jobs, has to at least accomplish the results of former IBM CEO Lou Gerstner who was able to rationalize and turn around IBM in the 1990's.
    Mar 2 11:03 AM | 3 Likes Like |Link to Comment
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