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  • Apple Hedge Fund Expectations Boosted By Evidence Of China iPhone Distribution Deal [View article]
    My reply was to Dennis Baker, not "gel stretch" but since SA thinks they need to 'moderate' every comment I make, I'm lucky if they ever show up at all. For the record, I completely disagree with 'gel stretch' and completely agree with Dennis.
    Dec 4, 2013. 09:50 AM | Likes Like |Link to Comment
  • Apple Hedge Fund Expectations Boosted By Evidence Of China iPhone Distribution Deal [View article]
    Wow, nicely put. Bears have been running the show since iPhone 5 release, but bulls have been making a run since 5s shipment/success. When a great new product comes out, there is always a cycle of denial, acceptance, then often turning to exuberance. Also, all manner of data start flying around, most of it is quite obviously contrived to paint a picture in one way or the other (typically negative). Great products like the 5s are barely recognizable in share price until they become a sure thing. At that point, the rats begin to run onto the ship, and in increasing numbers.
    Dec 4, 2013. 09:27 AM | Likes Like |Link to Comment
  • Apple Hedge Fund Expectations Boosted By Evidence Of China iPhone Distribution Deal [View article]
    Eddie, real quickly now, can you tell us how you think Apple doesn't have earnings? Please, I would like to have you explain that. I can't understand how anyone could reach that conclusion rationally. Be sure to account for all the shares they repurchased recently. Thanks. My regards to the Batman.
    Dec 3, 2013. 05:09 PM | 1 Like Like |Link to Comment
  • Pandora Competing With iTunes Radio [View article]
    @tyzo: Pretty sure that iTR active listener list will surpass Pandora, it's about 1/2 the size of it already. Pandora has a first mover advantage, but it's really not able to complete, long term, with Apple, in my opinion. Pandora will have to make due with Android users, and they really don't spend nearly as much money on music or applications. Apple has the best customers, who are willing and able to buy a song if they choose. And when someone purchases a track after finding it on Pandora, the revenue goes to Apple anyway.
    Dec 3, 2013. 05:07 PM | Likes Like |Link to Comment
  • Apple iOS: Still The Most Valuable E-Commerce Platform [View article]
    I'd like to add that Apple already took away a large chunk of Google's map customers, just by switching the Map default to Apple Maps. This app is much improved, with turn by turn directions and voice navigation.

    Apple should make Bing the default on all their devices as well--why wait? Siri already defaults to Bing as of the iOS 7 upgrade. They really should change the default for all search, just leave Google as an option. This is easy to set in system preferences (Safari: Search Engine), but most people will not bother doing that, and it's easily set back to Google if anyone actually prefers it.
    Dec 3, 2013. 05:06 PM | 1 Like Like |Link to Comment
  • Apple Would-Be Shorts: Bide Your Time, Apple's Run Will Be Over Soon Enough [View article]
    Mike, it's last years model. You only are against this as there is absolutely no reason to buy a knock-off when the original is priced this low. Truth is, no Android is worth the 'savings' when you consider you are giving up so much.

    Android is a nice copy, but it'll never be an iOS device, and can never participate in the ecosystem.
    Dec 2, 2013. 03:50 PM | Likes Like |Link to Comment
  • Pandora Competing With iTunes Radio [View article]
    If you have a large iTunes track collection (from CD, MP3, Apple store or wherever) iTR DOES offer streaming all of that add free. So, with a good connection, there is no need to store it on your device. Any Apple device in fact.

    P can't do that, even though it costs more.
    Dec 2, 2013. 09:14 AM | Likes Like |Link to Comment
  • Memo To Apple Bears: Give Up For Now [View article]
    Carl has made a boatload of money already. Practically anyone who has just held for a year has made money, during most any time in the past 10-12 years.
    Dec 2, 2013. 09:14 AM | Likes Like |Link to Comment
  • Memo To Apple Bears: Give Up For Now [View article]
    So, how much did you lose on your short, Mike?
    Dec 2, 2013. 09:14 AM | 6 Likes Like |Link to Comment
  • Could The Grinch Steal Apple's Christmas? [View article]
    Actually, I believe that nothing is "priced into" this stock. The rumors can be exceedingly dumb as you say, for that makes them a perfect fit for fund managers and options traders.
    Dec 2, 2013. 08:44 AM | Likes Like |Link to Comment
  • Does Apple Dominate The App Store? [View article]
    Android fans have been working overtime to make everyone (who generally has much less interest) believe that Android is 'catching up'. But the statistics that are thrown around are incredibly loose for Android and very specific for iOS.

    Personally, I don't believe that Android has any real market that actually compares to iOS. And no more so than in the money being spent on Apps. The two-wetters and Apple haters using Android are not going to pay for software. This won't end well for them because of it.

    Much of Android's highly purported 'growing' tech market share is in actuality pirate movie memory sticks that report the free Android OS they use as if they were a tablet.

    Talk about your apples and oranges. Android reports 'activations'. These are done every time the device is reset. I know most people aren't 'technical' but it's pretty simple, what passes for a 'sale' in Android-land is nothing but, and what passes for a tablet doesn't even have a screen (and this is the part of their 'market' which is thought to be growing).
    Nov 27, 2013. 07:38 PM | 1 Like Like |Link to Comment
  • Apple's ARM Business On Track To Mimic Intel's x86 Model [View article]
    UltraBook is a nothing concept of a PC. It's basically just yet another following-on of Apple's concept WRT Mac Book Air. Just one more example in a long, long litany of Apple firsts and the 'industry' mimics (usually pretty badly).

    Über techs could persuade a lot of people to get systems they authorized back in the day. Now though, anyone can get an Apple product for themselves. They don't have to have any background whatsoever (can even be the CEO). They no longer buy the "pearls of wisdom" from IT about what is 'best' for them. They don't need the hand-holding. Get used to it.
    Nov 27, 2013. 12:18 PM | Likes Like |Link to Comment
  • Pandora Competing With iTunes Radio [View article]
    iTR doesn't have to be a loss leader, it's already making money for apple in multiple ways. 1. Ad revenue. 2. Promoting music downloads. 3. Promoting iTunes Match (big time, since they throw in ad free streaming for nothing).

    Isn't Pandora still charging like $120 a year for ad free? Apple is doing it for $25.

    Frankly don't see much hope for Pandora, unless people just like the icon or some other non-sensical 'reason'.
    Nov 27, 2013. 12:18 PM | Likes Like |Link to Comment
  • Pandora Competing With iTunes Radio [View article]
    iTunes radio is better than Pandora since it has far fewer ads, and much cheaper ad-free rates which also allows free streaming of any of your iTunes tracks. (The ones you have purchased from iTunes will always stream for free, but for $25 a year you can stream anything you own on any device, with no ads.) Pandora can't match that, frankly.

    I also like the feature of iTunes where you can specify if you want 'hits', 'variety' or 'discovery'. They also stream a lot of new albums for free prior to their release. This is promoting iTunes sales, which obviously Pandora can't match, either. In fact, a lot of the ads that are on iTunes are really only for other albums than you might actually be interested in purchasing (based on what you are listening to). I've never heard that on Pandora (could have missed it) but it's much preferable to hearing adds for local car shops, etc.
    Nov 26, 2013. 11:16 AM | 3 Likes Like |Link to Comment
  • Apple's Scenic Detour On The Road To Reported Growth [View article]
    Those who are in the market for a used iPhone are not the same market as those for a new one. They are merely making a more informed purchase than someone buying an Android--that's all they have in common, that they know and understand the value of the Apple brand and ecosystem.

    A used iPhone off contract can be had for about a third the price of a new one. Different market altogether, but it expands the ecosystem (you don't really have one at all in Android-land, despite all the fast followers copying the 'app store' concept, etc.)

    In fact, used androids aren't worth anywhere near as much as a used iPhone (because there are plenty of people who understand the value of the Apple ecosystem which drives sales of used iPhones), but the new Android products (not the pirate memory sticks that report themselves as 'Android' or the smart refrigerators that do the same) the Android phones _actually_ compete with iPhone cost every bit as much as an iPhone. I know. It makes little sense, really, but there you have it, there are all kinds of consumers, smart ones and not so smart ones.
    Nov 26, 2013. 09:41 AM | Likes Like |Link to Comment