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klgmdc

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  • Apple Should Send Delusional Carl Icahn Packing [View article]
    I think Steve Jobs would have said, "Have some sprouts with that burger, Carl."

    I'm personally fed up with all the activist investors. I second Bill Gross' (PIMCO) comment to Icahn: 'leave Apple alone and use your money to help people not yourself'
    Oct 24, 2013. 03:10 PM | 1 Like Like |Link to Comment
  • Funds Are Selling Out Of Apple: What You Need To Know [View article]
    Wait. Lemme think. ummmmm.... Was it Apple?

    Taa Daa.

    Peoples are Sheeples.
    Oct 23, 2013. 03:12 PM | Likes Like |Link to Comment
  • Does Apple iOS7 Really Matter To Investors? [View article]
    Good article in Wired laid bare the concept that iOS7 lays the framework for the... " functionality of a next generation of phones—when they’ll have to actively manage a network of connected devices, including, even, your desktop. In fixing what was broken with iOS6, Ive has really laid down the path to its future as the most important cog in our digital life." What the analysts miss now by seeing the "pretty" changes, they'll glow about later when Apple rolls out more and more integrated products that we'll wonder how we ever lived without.
    http://tinyurl.com/lsn...
    Jun 14, 2013. 12:15 PM | 1 Like Like |Link to Comment
  • Apple's New MacBook Air: Where's The Retina? [View article]
    Michael, I read many of your articles and respect your opinion. But here you are wrong. There is no notebook that "will meet the Apple products directly." Windows is an inferior operating system to Apple, period. Unless you are running incompatible software, but the fix to that is to install Windows on your Mac. Booting up Windows in a Mac machine is now a more effective way to run Windows than on a PC. Isn't that crazy and ironic? That you can run the native OS on the Mac and run Windows, and that Windows is better on a Mac? That's wild. And by the way, I chose a non-retina version of the MBP for my latest purchase. Have you sat down in front of retina and non-retina and done a functional comparison of the screens while running the software and applications you use most often? For the regular worker-bee who doesn't need that level of detail, retina is an expensive option that gives you bragging rights but not much else. To say that "omitting the best possible screen will make the MBP an also ran" is a seat-of-the-pants conclusion with no basis in reality.
    Jun 11, 2013. 03:46 PM | 2 Likes Like |Link to Comment
  • WWDC Confirms Apple's Shift From Growth To Income [View article]
    I'm in your camp, dints. I watched the keynote and am very impressed with the advancements in both operating systems (OS and iOS). As an Apple user (since forever), I've been waiting for many of the features coming in Mavericks. The Mac continues to gain impressive market share over the PC; I believe this trend will continue, especially now that there's a new tower for folks who have been waiting a long time for a refresh to the Pro. There is still no other company as sexy as Apple. How many minutes to sell out tickets to the WWDC.... 76 seconds.
    From an investment perspective, sure, Apple has gone from Wow to Meh, --unless you bought at $400 and are collecting nice dividends, then you don't care the stock price fell from grace. But much of that fall was engineered by Wall St. analysts, the same ones who are now bemoaning the stock as "dead money." C'mon guys, you can't have it both ways; it's a law of the universe. And as much as I respect the authors at Regarded Solutions, there are just as many "techies" that are impressed with these incremental changes to the guts inside Apple's machines. Any one who expected WWDC to move the stock needle still doesn't understand Apple. Judging from the live audience response, the cult is alive.
    For everyone who is angry that the stock price isn't where it used to be, please move on already. Why would you stay invested in a company that is so disappointing to you.
    Jun 11, 2013. 11:39 AM | 3 Likes Like |Link to Comment
  • ITC Rules Apple Infringed On Samsung Patent, Shares Fall Post Session [View article]
    The analysis I saw suggested a $.24 hit to eps. This would amount to a .006% drop against a projected $41.90 eps (source: Yahoo).

    This author has dropped several fluff pieces into SA today. I looked at them, out of curiosity, and wasted my time on all of them. Once burned, twice shy, no more pennies from me. SA can't be this desperate for articles.
    Jun 5, 2013. 12:44 PM | 2 Likes Like |Link to Comment
  • Apple Solved Its First Problem [View article]
    Really? You're banking $700M profit a week? And you've come into the SA board to boast about it? That's in poor taste. Not only that, it would make you a Trillionaire. Why are you here on this board instead of out playing golf or buying a tropical island.
    May 16, 2013. 01:54 PM | 1 Like Like |Link to Comment
  • 3 Apple 'Long Shots' That Could Happen [View article]
    I actually meant to reference the application called "Launchpad" (not Mission Control).
    May 15, 2013. 10:36 PM | Likes Like |Link to Comment
  • 3 Apple 'Long Shots' That Could Happen [View article]
    I'm not a fan of touch either, but there has been some speculation that with the inclusion of "Mission Control" in the latest Mac OS, touch is coming as the feature add-on to it.
    May 14, 2013. 02:32 PM | Likes Like |Link to Comment
  • Samsung, Apple Still Solid Investments As They Continue To Dominate Handset Market [View article]
    Well done, Elisa. I appreciate hearing a well-spoken woman's voice on these pages.
    May 14, 2013. 12:57 PM | Likes Like |Link to Comment
  • Apple Implements My Plan: Here Is What It Should Do Next [View article]
    Re: Apple buying Netflix. I can't wrap my mind around the dynamic duo of Tim Cook and Reed Hastings. Fire and water, and I'm not sure which one is which. Wouldn't Peter Oppenheimer have a field day with Netflix's creative accounting and balance sheet? There's a good movie script in here somewhere.
    May 13, 2013. 06:49 PM | Likes Like |Link to Comment
  • Apple: The Important 'Halo' Metric Investors Are Ignoring [View article]
    Paul: You're back with your options strategies; great, thanks! I think you hit the nail on the head with this statement: "Investors need to start looking at Apple like more of a lifestyle brand company that allows it to weather less exciting times between launches."

    I am a committed Apple product user since forever and a stock holder almost as long. I think the 2011-12 parabolic move in the stock brought out alot of vociferous crazies who play the company quarter to quarter or product launch cycle to the next cycle. There's nothing wrong with this as a market strategy, but all the noise about Apple being dead and not delivering as they expect it to diminishes the global contributions of this great company. Long live Apple.
    May 13, 2013. 06:36 PM | 9 Likes Like |Link to Comment
  • A Sane Response To Some Of Apple's Insane Criticisms [View article]
    jon808: Hasn't Microsoft so much as admitted that users don't want a touchscreen laptop? Which is why they're running Windows8 off the field into the dank sweat of the locker room to put it back the way it used to be? Windows8 is the New Coke. A failure. PC's are losing market share while Apple's Mac's are gaining market share in the personal computing world. Do you even read? Or just spout your own version of reality?

    When you invest in a company like Apple, you're investing for the deep future. If you're long Apple, then you're l-o-n-g the company. Your own opinions about how Apple should produce a "toaster-fridge" don't matter to a company that is known for launching products you never even knew you wanted and then ultimately became dependent upon. Let the company operate according to its own culture and timing.

    Settle down and take the long view as the author opines.
    May 10, 2013. 10:34 PM | 3 Likes Like |Link to Comment
  • Is Apple Worth More Dead Than Alive? [View article]
    Quoting Kansas was a great response. Some people can't see past their own noses. Really unique and informative dissection of Apple. Thanks for putting the time and effort into this article.
    May 3, 2013. 10:32 PM | 6 Likes Like |Link to Comment
  • Shame On You, Apple [View article]
    All of this incessant hand-wringing over What Would Steve Jobs Do? (WWSJD?) How does anyone know what he would have done? Serious, life-threatening illness changes a person. Had he lived, might he have adopted some new perspectives on his personal philosophies that he hadn't updated for decades? We all like to champion Steve Jobs when it serves our purposes. But I think by holding him to a standard that he, himself, might have revised, we seal any possible growth of his character in concrete. In handing over the reins to Tim Cook, Steve explicitly told Cook not to second guess what he would have done had he been there to do it.

    If you don't like the cooking, then get out of the kitchen, but a "deal with the devil"? Wow. My guess is that Lucifer is reading your post on a corporate iPad.
    May 1, 2013. 02:12 PM | 2 Likes Like |Link to Comment
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