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stevesko

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  • The GT Advanced Technologies Debacle: Where Does Apple Go From Here? [View article]
    Imho the GTAT CEO should be going to jail for insider trading, it was reported that he sold all of his shares the day before the iPhone announcement. Yes it was previously scheduled but what did he know before it was scheduled.
    Oct 11 09:21 AM | Likes Like |Link to Comment
  • The GT Advanced Technologies Debacle: Where Does Apple Go From Here? [View article]
    GTAT is around 100 mill currently. AAPL should just buy the company and fire management. This will get them the furnace operation and patent portfolio for the sapphire and sell off the solar business - or use the solar business to outfit their solar farms, either way its worth 100 mill to AAPL to get this off the front page and ensure sapphire production for iPhones iPads (current camera and touch id) production, and for the watch rollout.
    Oct 10 03:55 PM | 6 Likes Like |Link to Comment
  • A Seriously Siri-Less Apple [View article]
    Like other commenters have implied, you are an idiot. Siri is APPLE technology, with some licensed tech from Nuance, Apple will not lose Siri if Samsung bought it.

    I'm also confident that even if Siri depended on Nuance tech (which it does not), that AAPL would have a long term license to that tech, like they do with liquid metal. If what Nuance was supplying was so critical, they would have bought it long ago - like Authentec.
    Oct 1 09:36 AM | 7 Likes Like |Link to Comment
  • Bill And Chuck's Incredible Journey - Apple's Blowout Launch Weekend Revisited [View article]
    While I couldnt quickly find a 5s preorder number, when the 5 launched it had similar pent-up demand for a larger screen, and the pre-order number was 2 million, so 100% growth, not bad.

    http://bit.ly/1DZEm2T
    Oct 1 09:03 AM | Likes Like |Link to Comment
  • China Falls Off iPhone 6 Launch Map [View article]
    I would assume the reason for China not being on the launch list was the plethora of secrets they wanted kept secret. There were no credible leaks of Apple Pay because they demanded secrecy, if they handed over a iPhone 6 or 6 plus, I'm sure there are one or two government workers that would have leaked everything for money, so to keep their secrets they needed to wait to show their hand to the Chinese govt.
    Sep 16 02:11 PM | Likes Like |Link to Comment
  • Apple Pay will contribute little to profit, Nomura analyst says [View news story]
    Pin and Chip is indeed more secure than the mag stripe, but it still transmits your cc info over the web, stores it on local computers, and on company servers... All of those placed have been hacked at multiple retailers.

    Pin and chip as also significantly more work than just swiping, it also forces consumers into learning something new. While not hard it just throws new friction in the sales process. Retailers spend billions trying to eliminate friction.
    Sep 15 08:03 AM | Likes Like |Link to Comment
  • Apple Pay will contribute little to profit, Nomura analyst says [View news story]
    Look at what WS analysts said
    Sep 15 07:56 AM | Likes Like |Link to Comment
  • Apple Pay will contribute little to profit, Nomura analyst says [View news story]
    I agree that they should have done that sooner, but I guess balance that against user convenience. Trusting the current system is fool hearty, it's already been proven weak at multiple junctures, from taping the wifi of the store from the parking lot, to breaking into Targets system. Every day we hear of another data breach, this makes that problem moot. It's so simple yet a major break through
    Sep 14 06:45 PM | 1 Like Like |Link to Comment
  • Apple Pay will contribute little to profit, Nomura analyst says [View news story]
    Those were not iCloud breaches but hacks into the persons phone by guessing their password. Fingerprint eliminates this, and they have changed the system so it locks you out after 3 wrong tries
    Sep 13 08:17 AM | 1 Like Like |Link to Comment
  • Apple Pay will contribute little to profit, Nomura analyst says [View news story]
    Didn't they say the IPhone was a toy, and that Blackberry and Nokia will continue to rule the world. The iPhone wasn't the first smartphone but everything since that is not a clone of IOS does not sell.
    Sep 13 08:08 AM | Likes Like |Link to Comment
  • Apple Pay will contribute little to profit, Nomura analyst says [View news story]
    Just gets you wondering why someone would continue paying him for analysis.

    Apple Pay will add $2 bill in revenue by 2017, almost all profit.

    Disclaimer: I'm LONG AAPL
    Sep 12 07:58 PM | 6 Likes Like |Link to Comment
  • The Impact Of The Apple Watch On Apple's Share Price [View article]
    I think your assessment of the watch is fair, but I think pricing is off. I would expect the middle of the line to be in the 599-699 range, and the 18K version 2K or higher.

    I believe IPhone sales growth to be higher than your range. There is a lot of pent up demand from the elongated upgrade cycle (carriers kept people to 2 years) and I just saw a big spike in trade ins for Android phones, that should gain them significant market share.

    What your overall assessment misses is the potential of 2-4 billion of profit from Apple Pay.

    Disclaimer: I am LONG and overweight AAPL
    Sep 12 05:15 PM | 2 Likes Like |Link to Comment
  • Apple Pay More Significant Than Apple Watch [View article]
    The other major thing overlooked by those that say Samsung has a similar system, Apple users spend significantly more than Android users. As much as 4x more according to Fortune.

    http://bit.ly/X6QDkO
    Sep 12 09:51 AM | 2 Likes Like |Link to Comment
  • Apple Pay More Significant Than Apple Watch [View article]
    I agree, no way it adds that much. 1-2 billion in revenue over in 2-3 years, but it will be almost all profit.
    Sep 12 09:40 AM | Likes Like |Link to Comment
  • Apple Pay More Significant Than Apple Watch [View article]
    Again, just because they use a token like system does not mean they are using Visa's system, they have deals with Amex and MC, are they going to use Visa's system, I don't think so.

    Samsung has fingerprint. Have you used it, I hear it is a gimmick, a toy, unusable and those who have it have abandoned its use. Contrast that with Apples that is reliable and in use every day by millions of iPhone 5s users. They used the iPhone 5s to prove the technology.
    Sep 12 09:39 AM | 1 Like Like |Link to Comment
COMMENTS STATS
55 Comments
90 Likes