jec3

jec3
Send Message
View as an RSS Feed
  • Apple: Sifting iPhone Sales Data  [View article]
    As a matter of interest in this discussion, my local AT&T store manager dug this up: after sending my iPhone 6+ back to AT&T (I'm on the Next program and had just picked up my new iPhone 6S+), AT&T had sold my iPhone 6+ within 4 days.
    Who'd they sell it to? AT&T customer? Chinese reseller? Does it matter to Apple?
    Who benefits?
    Nov 14, 2015. 09:08 AM | 1 Like Like |Link to Comment
  • Apple: Sifting iPhone Sales Data  [View article]
    If Wall Street thinks Apple is not worthy because the dividend is only 1.7, then how much less worthy do they think Amazon and Google are, who pay no dividend at all?
    Frankly, I think Wall Street has to answer for their irrational exuberance for a stock (Amazon) that is sitting perched on a P/E of 900+ and that has been profitless since its inception. Is this the new model for a successful company? Drive up sales y/y with prices so low you can pay your employees and your overhead, but make no profit? The only businesses I ever heard of with that kind of plan were located in and owned by the Soviet Union, and we all know how that ended.
    Nov 12, 2015. 06:35 PM | 14 Likes Like |Link to Comment
  • Apple Sold 13 Million iPhones On Launch Weekend - That Should Frighten Investors  [View article]
    MB is delighted with the response to this article. He thanks you for all your clicks. He needs the cash to cover his shorts.
    We need to stop clicking on this guys articles.
    Oct 31, 2015. 02:07 PM | 1 Like Like |Link to Comment
  • Apple: Unbundling To Drive Ecosystem Penetration  [View article]
    Because negative Apple articles attract clicks, which is all that SA is about. 92% of cell phone profits are Apple's. That's profit, not market share. Apple makes money, a lot of it, selling their phones, unlike any of the others. And iTunes? Well, then there's that, too.
    Oct 2, 2015. 07:33 PM | 3 Likes Like |Link to Comment
  • Apple Sold 13 Million iPhones On Launch Weekend - That Should Frighten Investors  [View article]
    MB has been short Apple since before the split, and, to hear him tell it, has kept that going ever since. After covering all those shorts, it's no wonder he's blogging for pennies on SA.
    Anyone here going to take his advice and right out and sell their positions?

    Crickets.
    Oct 1, 2015. 12:48 PM | 1 Like Like |Link to Comment
  • Apple: Disable The $0.99 Crystal Ad Block Safari Extension  [View article]
    So online iPad/iPhone customers have an android device handy that they can switch to so they can shop online at Walmart and Sears. Or, if they don't, they're going to run right out and buy one?
    And Walmart and Sears are going to block access to the millions upon millions of iPad/iPhone customers who are running ad-blockers? After those customers have come to their websites to shop?
    What universe are you living in?
    I think Walmart and Sears will fix their websites so the millions of shoppers running ad-blockers can buy what they came for.
    Sheesh, what a whiny article.
    Sep 24, 2015. 08:05 PM | 4 Likes Like |Link to Comment
  • J.P. Morgan lists 25 non-financial stocks at risk if Fed raises rates  [View news story]
    Tired of waiting for that shoe to drop. Do it already. These stock prices will probably go down, because the churners will try to beat each other dumping them, but the companies aren't going to close up shop. And GE? Ford? They will be here when we're all dead.
    Sep 16, 2015. 07:44 PM | 12 Likes Like |Link to Comment
  • Taylor Swift > Apple  [View article]
    Sorry if if I can't dredge up any sympathy for Taylor and her colleagues. And I'll pass on high-fiving her "victory" over the Apple colossus. She couldn't give two hoots in hell about other less famous struggling artists, and the specter of this super-wealthy woman scrambling over the scattered dollars of the middle class is pathetic.
    Jun 22, 2015. 10:32 AM | 18 Likes Like |Link to Comment
  • Apple Watch ASPs: Poll Reveals A Hint  [View article]
    Many people I know, including me, quit wearing watches when they started carrying a smartphone. I don't know why any of them would want to start wearing a watch again, especially one as clunky as this. I'm long Apple and love the stock, but I think this watch will not be a significant addition to Apple's bottom line, and, if the sales are lackluster, will hurt the stock price, if only temporarily. Apple needs to get moving faster on beefing up Apple TV and building out the healthcare sector. There's a ton of upside possible there.
    Feb 12, 2015. 04:58 PM | 11 Likes Like |Link to Comment
  • Bristol-Myers Squibb Q4 net income off 98%  [View news story]
    Yeah, but we clicked.
    Jan 27, 2015. 10:53 AM | Likes Like |Link to Comment
  • Watch Out Apple: Here Comes Xiaomi, Microsoft Might Be Right Behind  [View article]
    By this guy's reckoning, Porsche, Mercedes, Ferrari, et al, should have been driven out of business years ago by Chevy and Ford. Well, he's not here to offer advice, just to gather clicks. And Apple-negative articles accomplish that. Short Apple? Hah! Don't believe it for a minute.
    Jan 17, 2015. 01:00 PM | 8 Likes Like |Link to Comment
  • Apple Should Post An Astounding Q1, But It Might Be A Hard Act To Follow  [View article]
    Just came over to see if anyone's still reading this fool's stuff. 10 comments in 24 hours? Tsk, tsk, tsk. Despite his ability in pulling together data, his analysis of Apple in the last two years has gone from barely plausible to a water-cooler joke.
    Dec 29, 2014. 08:42 PM | 10 Likes Like |Link to Comment
  • Record iPhone Shipments May Not Mean Market Share Gains  [View article]
    Yes, and here we all are clicking on this guy's articles, which is what he wants; but I doubt the income from SA will cover his shorts.
    Here's one for MB: Widget Inc has sold a widget to every person on the planet, so their market share has stagnated. Let's short the stock.
    Oct 31, 2014. 09:21 AM | 4 Likes Like |Link to Comment
  • Apple's About To Release The Kraken And It Has A Very Long Tail  [View article]
    Let's not forget that the overwhelming majority of PCs on the planet are running another Microsoft product, their OS, which they are selling for a nice price. And isn't the primacy of one OS the point of this discussion? Another very popular MS product is their Internet Explorer which they give away but which brings users to their cloud-based services. Not touting Microsoft, but just pointing out some other popular MS products.
    Oct 2, 2014. 08:09 AM | 1 Like Like |Link to Comment
  • Michael Blair's Incredible Journey - Apple's Blowout Launch  [View article]
    The business proposition of SA is to make money. They do that by selling advertising. They sell more advertising by getting more clicks on their website. They get more clicks when Blair posts an Apple-negative article and we all rush in to comment on how stupid/biased he is. That's why his articles will keep being published on SA.
    Oct 2, 2014. 07:52 AM | 1 Like Like |Link to Comment
COMMENTS STATS
109 Comments
383 Likes