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lordmorgul

lordmorgul
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  • Apple (AAPL -0.6%) sell-side roundup: 1) CES sources tell Topeka's Brian White a 2nd-gen iPad Mini will be launched in March, along with the expected 5th-gen iPad. 2) Barclays' Ben Reitzes calls new corporate controller Luca Maestri a "champion of shareholder return." Maestri's new boss has already shown an interest in that subject. 3) CLSA and Canaccord become the latest to slash estimates while reiterating bullish stances. Canaccord says checks indicate the iPhone 4 remains popular, something it thinks drives home the value of a cheaper iPhone. [View news story]
    You can wait forever to get a new product and languish without anything in your hands... or buy one and understand it is not going to be the best forever. Get used to the 20th century. A modern electronic device is a short lived product that represents just a snapshot in the technological timeline... something new will always be better in an information age.
    Jan 11, 2013. 08:05 PM | 9 Likes Like |Link to Comment
  • How To Position For President Obama's Second Term [View article]
    Don't you mean working to dig deeper into?? What sort of reverse logic explains an increasing national debt as digging out?
    Sep 10, 2012. 05:33 PM | 6 Likes Like |Link to Comment
  • Is the iPhone (AAPL) losing its hold on China? Android has been rapidly gaining followers in the country, and not just among low-end users who can't afford Apple's newest model. "China has had a series of love affairs with one phone manufacturer after another," notes one local consultant. Two reasons not to count Apple out: we're just a few months removed from a blowout quarter for Chinese sales, and the iPhone 4 price cut means Apple can now go after mid-range users with a phone sporting a retina display. (also[View news story]
    This brief article is going to look really foolish and poorly timed when iPhone 5 sales numbers flow in... and when discounted 4 and 4s numbers increase.

    The situation is this... people have not been buying iPhones in the last two months because the rumor mill has been foaming at the mouth non-stop about a new iPhone release... so it is not only logical, but entirely expected... that Android device sales would have been gaining ground. It would have been highly suspicious if they had not been.

    So, expected thing occurs, and in no way demonstrates that Android devices are somehow making Apple lose its market position.
    Sep 15, 2012. 05:19 PM | 5 Likes Like |Link to Comment
  • Major Cannibalization Concerns At Apple [View article]
    Pure Nonsense. Not every phone fits every person. People do try the S3 and decide not to buy it, or even buy it and decide to sell it to someone and go back to Apple... I personally know 2 such cases. It happens. You live with a phone, not just analyze its features. Its a personal and emotional decision as well.
    Oct 26, 2012. 01:27 PM | 4 Likes Like |Link to Comment
  • Things Left Unsaid At The Apple Announcement: More Significant Than What Was Revealed [View article]
    I like my home button just where it is thanks.
    Sep 13, 2012. 09:46 PM | 4 Likes Like |Link to Comment
  • Apple's Dividend: Management Is Putting Employees Ahead Of Shareholders [View article]
    Jobs = keep the cash, all the cash
    Cook = we have more than enough cash...

    Middle ground = give back a little of the cash, keep enough to buy nearly any other company we could possibly consider

    Makes perfect sense to me. This is a common sense move for the management of a company that now is handling more cash (and retaining its own fairly large investment group...) than any company previously has. Moderation. And that reinforces the long buy signal to me.
    May 29, 2012. 10:51 AM | 4 Likes Like |Link to Comment
  • Taking A Longer Look At Apple's Secret Hedge Fund [View article]
    Anyone with money to invest can afford to buy into Apple... if you can't buy a single share you should keep that $550 as emergency fund. The argument for having a cheaper stock price is mostly to support options traders buying in with less capital... which is undoubtedly bad for the stock volatility. I have 12 shares of Apple in my fledgling 401k self managed account... which has grown by several shares every few months. The share price is not significant barrier to entry.. only to manipulation.
    Jan 7, 2013. 11:55 PM | 2 Likes Like |Link to Comment
  • Why The Verizon Data Freaked Apple Shareholders [View article]
    The short answer is those sales pale in comparison to hardware sales, which is typical Apple... a hardware (and software fusion) company. But also because iPhone sales coincide with increased iTunes sales... one predicts the other.
    Apr 19, 2012. 10:38 PM | 2 Likes Like |Link to Comment
  • Apple: iPhone Subsidies Are Not The Issue [View article]
    "where specialization is non-existent and user interfaces become increasingly similar and indistinguishable from each other. "

    .... were you not paying any attention to the mobile market back when Windows CE popped up and everyone chimed in about standarization and why no phone will ever have a specialized interface again? Or were you too young then? This has been said before. It will be wrong again.

    Users do not want standard interfaces that never change, they want the latest and greatest thing with the ability to DO MORE without sacrificing usability and making them buy all new apps... this is a driving reason the IOS environment is so good for users. Latest device, more power, faster network, same apps.
    Apr 19, 2012. 12:27 AM | 2 Likes Like |Link to Comment
  • While Phil Schiller cooled off speculation about a dirt-cheap iPhone arriving, some of Apple's (AAPL +1.2%) biggest sell-side supporters circled the wagons today. Gene Munster, while lowering his PT to $875 from $900, estimates Apple will take 50% of a market for $400+ phones he pegs at 320M units in 2013. Topeka's Brian White notes Tim Cook's remarks about China Mobile (CHL) are similar in tone to ones made about China Telecom before an iPhone deal was reached. Baird's Will Power: "...all of our checks suggest that demand remains very good." [View news story]
    Saying Android is based on linux is no more accurate than saying IOS is based on BSD... they are both derivative works using a POSIX standard operating system and are very highly modified from their roots. That said, Linux *can be* secure, but it can also be made to be very insecure; Android is no different in that regard, and Google has erred on the less secure end for openness and flexibility with many hardware vendors. There is a price to be paid for that.
    Jan 10, 2013. 11:15 PM | 1 Like Like |Link to Comment
  • Advanced Micro Devices 10% Yield [View article]
    Choosing AMD could very well have more to do with supporting and maintaining the industrial base than any supposed technical advantage they might have had. I think either company could build 'the worlds fastest computer' if you give them enough money... its a matter of scale, more money will buy you more scale.
    Jan 7, 2013. 11:38 PM | 1 Like Like |Link to Comment
  • Apple: Tim Cook Failed, But Learned From It [View article]
    No tablet will fully eliminate the need for a laptop for a good number of years still... because not every interfacing product around is wireless. Anything without multiple connector capability, optical drives, and a physical keyboard which can be used much faster than a screen. Sure, a separate bluetooth keyboard works, but it is not as convenient as a laptop for getting work done.
    Oct 26, 2012. 12:42 PM | 1 Like Like |Link to Comment
  • Apple: Tim Cook Failed, But Learned From It [View article]
    'Microsoft fans' will be a no change since they would have still been using tablet PCs (you remember those reversible laptop screens?)... and not iPad or Android users anyway. Android users who just happen to still use Microsoft PCs or laptops will still keep their Android devices... never underestimate the lock-in value of two things... user interface familiarity... and app ecosystem. I see fail written all over surface, but lots of corporations will eventually move to Windows 8 which will also being along more and more home users... expect that about a year and a half after Windows 8 release. I'm still using an XP system at work with promises to have Windows 7 'soon' haha.
    Oct 26, 2012. 12:38 PM | 1 Like Like |Link to Comment
  • Apple's Flawed iPhone 5 Design And Its Effect On Stock Performance [View article]
    Because a display model is sold as refurbished at lower price... why would they sell those and replace them on the display?
    Oct 9, 2012. 01:24 AM | 1 Like Like |Link to Comment
  • Things Left Unsaid At The Apple Announcement: More Significant Than What Was Revealed [View article]
    2G/Edge certainly is usable with an iPhone... in my area my 3GS does not get good 3G coverage on ATT (my wife's 4 gets great coverage on 3G, so it is an old phone issue)... but I use mine on Edge all the time. Its ready for an update (5!!) but still quite usable.
    Sep 15, 2012. 05:26 PM | 1 Like Like |Link to Comment
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