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  • Apple, Authentec, And Fingerprint Cards [View article]
    Thanks for your comment and you may be right about LiranC, but your attitude / tone is wrong. Here at SA we respect others. LiranC raised some "obvious" concerns a layman would have. He has the right to express his concerns. You have the right to correct him, but not to insult him.

    (Sure, if someone is trying to intentionally mislead, be disingenuous then yes we can be harsh with that person, because he is out do something that is fraudulent.)

    Otherwise, every person deserves respect because he is a human being.
    Sep 8, 2013. 02:33 PM | 4 Likes Like |Link to Comment
  • Several Reasons To Respect Apple's Tim Cook [View article]
    We respect Cook, but not as a CEO.
    Apple is all about innovative products. Making things faster and cheaper and slimmer is NOT innovation. Faster and cheaper is a routine, everyday outcome in Silicon Valley.

    Doing a hundred things well but failing on innovation is losing the essence of the company. Apple is no longer Apple. Apple has lost its mojo, it's spirit, it's essence. It's a matter of time as to when Apple will lose it's momentum. Maybe in 2 years, but for sure within 5 years.

    The CEO of Apple needs to be a product man and a visionary. Cook is neither so he fails the job description. If one were interviewing for a CEO for Apple, he would not even be on the list. Right now, Apple has no visionary and no top-notch product guy. I'm not putting my money in to aapl unless they have this kind of leadership. Soldiers don't win wars -- generals do. If Cook was introspective he would seek his replacement and go back to the role where he truly excelled -- the COO.

    Elon Musk is now the man that can lead and make things happen. Tesla, Hyperloop, Paypal, Space X... etc. The wow products are no longer from Apple.

    Compare the price moves in TSLA to AAPL on a percentage basis and you know where the smart money is. Enough said.
    Sep 5, 2013. 08:49 AM | 1 Like Like |Link to Comment
  • Apple Must Do The Unthinkable To Address Emerging Markets [View article]
    These days aapl can't even do the thinkable... you want it to do the unthinkable?! Tim Cook is just not a product man and after Steve Jobs there is no one at aapl who really is. No wonder the products are not head and shoulders above the competition as they used to be.

    BTW you seem to know very little about Huawei. The company's sales are over $30 Bn, and aims to top 100 Bn in a few years.
    The value of this company far exceeds the $2Bn you think it is worth.

    Most of its sales are in Telco type Telecom products (not in consumer telecom products like mobile phones). This is not the business aapl wants to be in.

    Nicholas, you need to think hard about whether you should write articles here at SA if you can't even do a 2-minute google search on Huawei before writing about it.
    Mar 27, 2013. 04:20 PM | 1 Like Like |Link to Comment
  • Apple Needs A Staggering Breakthrough, And Quickly [View article]
    >What has dramatically changed in the last few months for Apple's stock price to crater 35%?

    Simple. Apple is all about amazing innovation -- and there isn't anything impressive in last few months. (Apple has never been about mergers and dividends - the type of options that the author suggests - so even if they happen they will be ineffective)

    And without a product manager (a function Steve carried out) they will just continue to put out incremental improvements. This is what has been happening. Jony Ive is a designer and not a product manager. So who is their star product manager? NO ONE.

    Apple products used to be way ahead of the competition -- now they are only marginally so. I have an iPhone 5, but I would be pretty happy with an S3, or some other like a Nokia 920. Each have their plus points. The iPhone no longer stands head and shoulders above others.

    The iPad is pretty much the same old story as 2 years back.

    So here we have a company known for amazing innovation, not doing it. Where is the hole? No star product manager who could over ride others and make it happen. There is no product leader.

    That they will soon launch an iWatch or an iTV is no excuse for Apple putting out boring products in the meanwhile.

    It's also no excuse for not having a broader product line if you want to sell worldwide. Choices and preferences differ from person to person and from country to country. Apple insists they don't.

    A star product manager would force his way on the company and fix all this.
    Feb 16, 2013. 03:49 AM | 1 Like Like |Link to Comment
  • Apple: Mixed Report Gives Bulls Some Long-Term Hope [View article]
    No, MWin but I'd feel more reassured if their products had some real innovation. At the very least, the iphone 5 needs to be wider so I can see more on it. This is obvious, doesn't matter what Jon Ive says. Duh.
    They need a top product guy -- there is none after Steve. Tim is not a product guy and Jon Ive is a design guy, he is not a product guy. There is no product guy, this is why they come up with silly stuff like iPad 4, taller iPhone, a shrunk iPad (mini). Where is the innovation? Answer: missing
    Clearly, Tim Cook should be COO and not CEO, because the innovation has failed under his watch.
    Jan 24, 2013. 12:21 AM | Likes Like |Link to Comment
  • This Could Be Why Apple Shares Are Down [View article]
    Don't take richbar too seriously. He has the same point in almost every post, sounds like a troll or paid schill to me.

    In the financial year that ended, aapl grew by >40%. However richbar just *assumes* that they won't grow much from here -- even though, sales seem to be doing really well!

    He also *assumes* that aapl will not come up with anymore iProducts -- even though, there are hints by Tim Cook about the TV space in an interview and about other spaces in the press.

    So yeah, never mind the facts, let's just assume things, shall we?
    Dec 28, 2012. 01:05 PM | Likes Like |Link to Comment
  • Ignore The Noise: 3 More Reasons Apple Might Beat Estimates [View article]
    Hey Alex -- that speakers test is nothing. Wait till you hear the iPhone 5's headphones. IMHO, the listening to music on those new headphones is the killer app of the iPhone 5. It's the No. 1 reason I'd recommend the iPhone 5.
    Dec 27, 2012. 12:44 PM | Likes Like |Link to Comment
  • Year-Over-Year Apple Q1 Comparison: Projections, Estimates, And Actual Results [View article]
    " It should be patently obvious that every option buyer is a non-buyer of actual shares of the stock and contributes nothing to an increased value."

    Well -- I could say that even a buyer of stock creates no value. Value is created in society when products that make people's life better, are made and sold. Buying and selling stock doesn't change that.

    Personally though, I believe that buyers of stock as well options create value in society -- although there are differing opinions on this. You can also question whether someone making drugs creates value in society. How about liquor? Chewing gum? Soda pop? You see how there is no easy way of deciding this. The moment you say that cigarettes create no value, you are in an eternally gray argument.

    Similarly, when you say that option buyers create no value you make a gray argument.
    Dec 25, 2012. 12:48 PM | 2 Likes Like |Link to Comment
  • Consider Selling Apple Stock [View article]
    > Never been a company like apple. A boon to the human race if the model gets copied

    Finally someone gets it. What we have here is a whole new way of being - and it's not just the reporting structure. But further on what you said, Jony Ive reports straight to the board so no suit can ever come in his way.

    BTW The suits *did* take over aapl. And drove it in to the ground. That's when Steve Jobs had to be called back.

    Although, sometimes I wonder if Jony Ive is going too far The new iPhone 5 is a marvel of design and not a marvel of a product. The reason is, there is no senior product guy at aapl (Steve used to do this). There is a big hole in the senior management lineup: there is no product guy. And that is why despite all the innovation, the products are just not as innovative as before.

    Still they are better than anything else out there and sales are strong. Let's hope they get a product guy soon.
    Dec 18, 2012. 03:03 AM | 1 Like Like |Link to Comment
  • Apple's Return On Capital Employed Is Not Sustainable [View article]
    While your points make "logical" sense they do not make business sense (i.e. strategic sense). Running a company dictated by ROC is guaranteed to lead to decline.

    Why shouldn't someone be logical? I'll tell you why: for example: if you ran aapl "logically" then you would never take the risk of making a pad, because pads were known to have failed every single time someone launched them. It was known that they had too many issues.

    And you would never be in the phone business, because it was logically true that the phone business was led by entrenched players like RIM and Nokia. It was stupid to think that some small player with no experience in phones could beat these companies.

    And of course there is no way on earth you want to be in TV -- declining margins, commodity prices, dominated by the Koreans, etc.

    So "logic" doesn't work here. Strategy and chutzpah do.

    KRW, a high ROC is a *result* of what you do and not a criteria on which you can run a business like aapl. You, and many others, have this completely backwards.

    The criteria do determine WHAT you should do in a business needs to be dictated by strategy. Because if you ignore strategy and just invest based on ROC then in just a few years, you will have no "R" on which to measure ROCE, ROA, ROC, etc.

    Suppose aapl wants to build a new $0.5 billion lab for future R&D. The ROCE is unknown. It may well happen that nothing great comes out of it. While the ROCE is known and is an almost sure thing for stores. So should aapl not invest in the R&D lab, and invest in stores only? Wouldn't that be pretty wrong? *What* will the stores sell a few years from now to maintain that high ROCE?

    Even though you know making decisions on high ROCE leads to such consequences, ROCE is the deciding criteria your article proposes. Please explain.
    Dec 12, 2012. 02:57 PM | 1 Like Like |Link to Comment
  • The Market Is Missing Apple's Potential [View article]
    Not sure how all the stuff the article says and what the comments are talking about matters any more. It now depends on just one thing: the numbers aapl will report for this quarter in January.

    Worse, no one has any clue. Not even the analysts have any sense of what demand for the iPhone 5 was on Black Friday, or so far in December, as compared the 4S over the same period. If anyone has any facts or read something on this, do tell us, it would help to know.

    Unlike with the 4S and the Dec 2011 results, where the only way to go was up, with the 5, it won't be so easy for aapl to beat the expectations and the upcoming whisper numbers the street will come up with. IOW, this time, anything could happen.

    And so results and their expectation, alone, are what will really influence the price in the next few weeks and months. Period. The cliff, selling for gains, etc. is pretty much all in at this stage,
    Dec 12, 2012. 01:39 PM | Likes Like |Link to Comment
  • Apple: Value Play Or Value Trap? [View article]
    great comment baillin number
    Dec 9, 2012. 03:16 AM | Likes Like |Link to Comment
  • Why Analysts Missed The Apple Correction [View article]
    George: The bottom is almost in, it's time for you now to tell us what is the top
    Dec 9, 2012. 03:07 AM | Likes Like |Link to Comment
  • Apple's Decline: Thanks, iPad Mini [View article]
    Tim Cook justifies the high price of the mini in a recent Business Week interview by saying he wants aapl products to be the best possible. That at aapl they don't design to a price point (and the compromises that they would need to make).

    This is BS and here is the proof:

    1: If this was true the mini would have a retina display. Retina displays are here today, in many aapl and non-aapl products, so don't tell me that "mini will have it next year". That's not the best possible, by a long shot.

    2: aapl would no longer sell the iPad 2, since now the iPad 4 is so much better. But they do. This means aapl *understands and agrees* that there need to be products at different price points.

    Tim Cook: You can never make every product the best possible. Otherwise every car would be a Ferrari! So you have no choice but to design to a price point. If you don't, you end up with the mess the iPad product line is today.

    For example if you are a first-time pad buyer, for just $70 you can get something so much bigger: the iPad 2. What a mess the product line is.

    I think Tim Cook is not a product guy / marketing guy like Steve was; Jony Ive is just the design guy. So who is the product guy at aapl? The scary answer: no one! In fact the interviewer even asks him this question and Tim Cook dances around that question in the interview.

    What I still can't believe is how effusive TC was about all their products and about the amazing job he thinks aapl is doing:

    Put in a new CPU and a new battery = iPad 4. Innovation? Yeah right.

    Better sound, CPU, batt, a bit longer = iPhone 5...impressive innovation? Yeah right.

    Shrink the iPad 2 = mini. Innovation? Yeah right.

    Why design the iPhone 5 to such precision tolerances that it's very tough to make? What do you get if your aluminum is more accurate than the glass on the iphone 4? NOTHING that is useful. Maybe it feels good in your hand... but is that a priority?

    My point: Tim Cook needs to hire a top product guy. Otherwise aapl will continue to make blunders: the iPhone 6 will have a faster CPU and better camera, etc. (yawn).

    Coming back to Ashraf's article: The mini should have been designed for $299 or $249. It would still give aapl a margin of 43%.
    Dec 9, 2012. 02:55 AM | 15 Likes Like |Link to Comment
  • Apple's Decline: Thanks, iPad Mini [View article]
    Great post, masterotas
    Dec 9, 2012. 02:07 AM | 1 Like Like |Link to Comment
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