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  • Apple's Story: The Beginning Has Arrived [View article]
    Seriously? The NYT article? That is widely disputed, they've been on a tear since sending Mike Daisy to China.
    Jan 17 12:01 PM | Likes Like |Link to Comment
  • Apple's Story: The Beginning Has Arrived [View article]
    But it would still be a rather modest valuation.
    Jan 17 11:40 AM | Likes Like |Link to Comment
  • Apple's Story: The Beginning Has Arrived [View article]
    LOL, no, what it would need is a rational valuation. That will come when they supplant Windows. I think it will happen in the next two years, and may involve a hybrid iPad Mac device.
    Jan 17 09:43 AM | 1 Like Like |Link to Comment
  • A Temporary Bounce For Apple And Google [View article]
    Yes, except the naysayers, for now, have a 'lid' on it even during the run-up.
    Jan 13 12:47 PM | 1 Like Like |Link to Comment
  • 2014: The Year Of Apple [View article]
    Yes, but it will not merely be have a larger screen, I think there will be much more to it than that. Adding a larger screen is actually a trivial upgrade, and in fact makes it much easier to get longer battery life, etc… as there is much more room for circuitry and larger batteries with such a large device.

    Perhaps it will be a larger screen iPhone with iPad like battery life? It's no wonder Androids are larger, they are easier to manufacture, and it enables a large battery which they need to stay competitive with iPhone's battery life. iPhone is a much more efficient device.
    Dec 30 05:57 PM | Likes Like |Link to Comment
  • China Mobile Finally Gives Apple The Christmas Gift It Wants [View article]
    As always, the analyst numbers start off by being incredibly conservative, and ramp up as the real data starts pouring in such that when APPL does beat her estimate, it will not be nearly as great as the beat in her initial estimate.
    Dec 23 05:43 PM | Likes Like |Link to Comment
  • December Surprise: Apple Trounces Dell And More [View article]
    Not if you have to compare them to HP. Nice try though. There is no support for PC, don't even bother. Do a search on the net, hire someone, etc… The instructions don't even make any sense. e.g. a network printer requires a MSFT server, etc… Just actually putting the printer on the network, for all to use, is NOT a 'network' printer (according to MSFT).
    Dec 17 05:56 PM | Likes Like |Link to Comment
  • December Surprise: Apple Trounces Dell And More [View article]
    The detractors love to bring up Maps, but the truth is there wasn't much wrong with it then, and there is nothing wrong with it now. So some of the 3D graphics were distorted when it initially shipped. So there are 2 or 3 places it (at one time) could not find.

    I've had places that Google Maps could not find for the past 10 years. And those are all in my home state. No map system is perfect. Maps is actually BETTER than Google maps, and on iOS, BECAUSE of Maps, the iPhone user has a CHOICE. Android--not so much.
    Dec 17 05:56 PM | 1 Like Like |Link to Comment
  • December Surprise: Apple Trounces Dell And More [View article]
    I really don't see any problems with iTunes, I think it's an incredible piece of software that was critical to getting Apple where it is today. What is your problem with it? The windows version? It's certainly not as good as the Mac version. What do you expect? What do you not know how to do? Do you expect it to respect a lot of unnecessary windows formats like WAV? IT's nothing more than monopolized version of AIFF...
    Dec 17 05:55 PM | Likes Like |Link to Comment
  • Google Should Benefit From This Samsung And Apple Challenger [View article]
    Judging by ASUS's PC clones, I don't think Apple has anything to worry about. The underwhelming reviews are spot on. Funny how people think Google is taking the cake--where do they get this? Please back up your assertions with at least a few facts. Google aren't making anything on android sales, they make more from search revenue (on supposedly smaller volume, but I don't believe those marketshare stats). Anyone that really understands this realizes that Andoid is just a hedge against Apple completely taking over and removing all of Google's search revenue. Apple already took away the majority of their mapping revenue--Apple maps is default, working great, has turn by turn, etc... Wall Street hasn't noticed yet, they are still laughing about the initial release problems (which were trivial, even though they were a real embarrassment for Apple).

    Google is WAY oversold.
    Dec 17 05:54 PM | Likes Like |Link to Comment
  • iPhone Finally Coming To China Mobile [View article]
    I'd agree with that, and actually purchased my last block around $397.
    Dec 13 05:54 PM | Likes Like |Link to Comment
  • December Surprise: Apple Trounces Dell And More [View article]
    Michael, this only applies to those who have no experience using a Mac. Once someone has that, good luck getting them back in Windows. The hoops that Microsoft makes people jump through with PCs and the incredibly low level of support with peripherals, networking, etc… are just too much.

    Microsoft is really into pushing it's incredibly expensive servers and back in solutions. If you need those, fine, but there is really no excuse for using Windows as a 'desktop solution' it's just not worth it.
    Dec 9 06:20 PM | 2 Likes Like |Link to Comment
  • iPhone Finally Coming To China Mobile [View article]
    Rockie, speaking of churn, the churn with regard to Apple is massive churn INTO the brand. Right now, they are seeing massive churn from Samsung into iPhone (particularly the 5c).

    Most of those using Android have no idea what they are missing on iPhone, they think Android is 'about the same' but it's not. There is no ecosystem, and many great apps and services are missing.

    10 million boost in what is normally the slowest part of the calendar year for Apple would be incredible. What's more, your estimate is quite low.

    Apple sold 10 million 5s and 5c in one weekend when it was announced in the rest of the world.
    Dec 6 04:10 PM | 1 Like Like |Link to Comment
  • Apple Would-Be Shorts: Bide Your Time, Apple's Run Will Be Over Soon Enough [View article]
    Michael, after re-reading your article in light of recent events that have hence transpired, namely the China Mobile deal for iPhone, and Carl IChan pressure for more share buy backs, I was wondering if you were still planning to "short into the mania" clearly expecting everyone to assume the "Walmart mentality" forthwith?

    I'd advise against it. I see a lot of drivers for this one. PC sales are worse than ever (not Mac sales though). New Mac pro is coming--do you have any idea how starved people have been for these high end built in the USA products?
    Dec 6 03:58 PM | Likes Like |Link to Comment
  • Ignore The Spin - Steve Jobs' Death Really Matters [View article]
    I think the recent run has far more to do with the phenomenal success of the new products. 5s 5c iPad Air and iPad mini retina are all hit products. They will all sell on all networks, but China Mobile is a huge new market, which provides plenty of upside, actually. Lots of products coming in 2014 as well. It's about time for a new market disruption. I'm hoping it's cable TV--way overdue. Who else is going to do it? Dell? HP? Microsoft? LOL!
    Dec 5 10:33 AM | 1 Like Like |Link to Comment