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  • 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, 2011. 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, 2011. 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, 2011. 11:03 AM | 3 Likes Like |Link to Comment
  • Does the 'iPad 2.5' in 2011 Make Sense? [View article]
    Apple succeeds because of the inspirational leadership of Steve Jobs, which was highlighted by Apple's descent nearly to corporate business-as-usual under John Sculley from Pepsi. Steve Jobs has a vision of the use of technology to benefit people, not just to exploit a gimmick, temporary advantage or marketing ploy. Hence, as heyitistime writes, consumers who have enough to handle in their lives and their own areas of competence have learned to trust Apple to deliver an excellent, sometimes amazing experience when they buy it's products and services.

    Sure, most large corporate managements in the US pay themselves as if they were geniuses, but they are usually mere administrators and managers of OPM and it's time they were compensated appropriately as such. They are mostly beneficiaries of inside baseball and CYA.

    As in Pixar, Jobs has developed an inspired culture at Apple and the question will be how inspired his successors will turn out to be over time. Preferably this won't be a question for a long time yet.
    Feb 16, 2011. 08:54 AM | 5 Likes Like |Link to Comment
  • Why 'Wave and Pay' May Catapult the iPhone Over Android [View article]
    I think you are correct; Paypal is predominantly online and NFC technology may have little to do with that. Paypal is pushing a small business "virtual terminal" to accept fax, phone and online payments, but again, overlap would seem likely to be minimal. For awhile.

    Paypal fees are high, so there is significant incentive for users to look for alternatives.
    Feb 7, 2011. 07:55 AM | Likes Like |Link to Comment
  • Why 'Wave and Pay' May Catapult the iPhone Over Android [View article]
    Perhaps Apple featuring "wave and pay" will be the app that marginalizes Paypal, the only bright spot at Ebay.

    Ebay has attempted unsuccessfully to ape Amazon with second-rate technology by driving away it's legions of unique small sellers while minimizing it's unique auction platform in favor of big-box resellers.

    As a result, only Ebay's Paypal has shown growth for the past 3 years. With this prop removed, CEO John Donahoe's misguided policies on Ebay's marketplace may finally be revealed for the tragic mistake they have been and new management can finally begin to unlock the potential at Ebay.
    Jan 31, 2011. 11:06 AM | 1 Like Like |Link to Comment
  • What Happens if Steve Jobs Leaves? [View article]
    Wherever Steve Jobs has gone, he has incubated cultures of inspiration, creativity and freedom in product creation. At Apple, then Pixar, then Apple again.

    To lose Steve Jobs will eventually find Apple like, say, Disney, once a hothouse of creation but mostly since early days a more bean-counter-driven, by-the-numbers corporation. That's what Apple quickly became under John Sculley, former Pepsico CEO, post-Jobs I. And Detroit was once America's Silicon Valley, hard to imagine now.

    American corporations, like most political entities without strong visionary leadership, fall prey to short-term thinking and leave long-term decline for someone else to worry about.

    Political players will game the system and take over, absent a truly unusual culture. It may take time, but investors will need to be very wary post-Jobs of badge-engineered me-too products resting on Apple's hard-won laurels rather than on amazing merit and innovation. Hopefully this won't be necessary for a very long time.
    Jan 6, 2011. 03:33 PM | 5 Likes Like |Link to Comment
  • Apple SEC Investigation: Rotten to Core [View article]
    Don't forget, one year ago our Congress was loudly investigating.......Ro... Clemens.
    Jan 27, 2009. 01:01 PM | Likes Like |Link to Comment
  • Apple's Steve Jobs Isn't Sick - Argus [View article]
    I meant, "leaders," rather than owners, but, pick your poisen.
    Jan 3, 2009. 08:54 AM | 2 Likes Like |Link to Comment
  • Apple's Steve Jobs Isn't Sick - Argus [View article]
    Ironically, I think Steve Jobs is so highly valued because he is so rare as an inspired leader. In this era of uber-compensation of the owners which they attribute to market forces, most of them just suck.
    Jan 3, 2009. 08:52 AM | 3 Likes Like |Link to Comment
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