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  • The New Apple iPad Pro Appears Targeted At Amateurs [View article]
    And guess who fits the second definition better than anyone else.
    Nov 25, 2015. 10:01 AM | Likes Like |Link to Comment
  • The New Apple iPad Pro Appears Targeted At Amateurs [View article]
    and please stop embarrassing yourself for a few clicks... have some dignity, man.
    Nov 25, 2015. 09:41 AM | 1 Like Like |Link to Comment
  • Report: Apple Pay to launch in China by February (updated) [View news story]
    Because they actually earn money. A lot. the fashion in the investment world is to put your eggs in those that actually loose money, Q after Q: TSLA, TWTR, AMZN...
    Nov 24, 2015. 09:28 AM | 3 Likes Like |Link to Comment
  • Report: Apple Pay to launch in China by February (updated) [View news story]
    man... Apple profit/sqft is order of magnitude higher than MCD... in fact, of almost any company in the world.
    Nov 24, 2015. 09:23 AM | 1 Like Like |Link to Comment
  • Apple Will Soar After Solving This One Problem [View article]
    At least Apple is doubling what you said in 2013 that it would be making right now. At that time, you were armored against every argument of new products or markets (China was just a possibility then).

    Now they just have cars, the whole TV business, printed money, and health monitoring business ready for disruption; or two former world's #1 companies: Cisco and IBM, opening the enterprise markets for them.
    Since all that, of course, is nothing, they are hiring tech personnel at a rate of 35% per year, just for them to take long siestas at the new headquarters and the other facilities they are leasing/buying. Siestas, exactly like they have taken all these years (what a bunch of lucky guys, money just inexplicably falls in Cupertino, probably is the microclimate there).

    In those rare moments they are awake, it is said they are re-writing the micro-economic reference texts: Iphones are offered in developed markets basically for free, but against all the demand/supply theories, the are not selling more, but less. In desperation, Cook is talking with India and Indonesia and Malasia presidents; miraculously some months later every entry barrier for the company in those countries is broken. But, nevertheless opening hundreds of sale points (in markets that are as large as China), and having millions of cheap used phones to sell there, all of that is known that it will miserably fail.

    Sure, Apple is doomed, just like you said in 2012/2013.
    Nov 23, 2015. 05:02 PM | 5 Likes Like |Link to Comment
  • Apple Will Soar After Solving This One Problem [View article]
    Probably for a lot of people it is just the opposite: since I'm wearing the Watch, I find myself leaving my iphone more and more time inside my pockets. Consequently, i'm using my ipad mini at least 300% more than before, once -aware of this pattern- I got that for reading books, or itunes university courses, or browsing the web, or pretty much everything else, the bigger yet portable screen of the ipad is much more comfortable. In fact, I'm using the iphone mostly as a communication gateway when not having a wifi available, seldom taking it out of my trousers.
    Nov 23, 2015. 04:36 PM | 3 Likes Like |Link to Comment
  • Apple Will Soar After Solving This One Problem [View article]
    1.2^10 * 230B= 1.4 Trillion dollars, that's what Apple revenues have to be in 2025, not to be declared doomed?
    Then, 1.2^10*660 = 4 trillion: With growth corrected, will the market value Apple in the same proportion you are asking for? That would be, which % of the total nasdaq capitalization? Should we add the same for Google, Amzn, Facebook?

    And if the market, after all that, keeps AAPL undervalued, with the FCF growing at least 60B, 70B or more per year; how long would it take for Apple to be a private company, if the market at that time continues gifting shares to the very Apple, via cheap buybacks?

    People has completely lost any sense of reality, even sanity about AAPL, by far the best long term investment I can find.

    Btw, don't worry too much about ipads, Dana: within one or two years at most, you'll have regular and mini ipads that will also use the pencil and 3D touch: the iPad will be a digital moleskine, a product that will make most people salivate. Nothing else will come even close.

    There is one thing that people should understand: Having absolute control of the market, suppliers, technological advances, halo effect of their products, and with all the levers to correct any demand distortion that may occur -and that they would know before anyone-, Apple grows whatever they want or find convenient right now to grow. The rest is noise.
    Nov 23, 2015. 01:22 PM | 18 Likes Like |Link to Comment
  • Apple: Foxconn Results Indicate Strong iPhone Growth This Quarter [View article]
    Part of the trading pair strategy of CS/GS: Sell high -> issue a note of fear (the easiest ones: supply troubles by an obscure minor provider) -> Buy low -> push the stock up again with the opposite said by my bro a few days later. Rinse and repeat: the next time it will be GS turn to be the bad guy in this movie.
    I hope you are aware that GS is one the main actors in Apple's buyback program, don't you?
    Nov 18, 2015. 04:24 PM | 2 Likes Like |Link to Comment
  • Apple The Biggest Threat To Visa And MasterCard [View article]
    I think Pay threatens the business model of credit card companies for reasons not mentioned in his article. As it stands now, banks uses Credit Card companies as a way to transfer risk, which is taken by them.

    The business of V an MC has basically two inherent benefits: convenience and security. The first is for end users; the second basically for money loaners, the banks (some minor risk for end users of a stolen card or number also). Basically, risk is inherently associated with current insecure transaction methods of the very cards. The job_to_be_done here is to provide that security, and so, charge for that accordingly. Some argue that loan rates are a third important element in this picture, I'm not sure if that is in fact the core business of credit card companies or, instead, of banks.

    The disruption of Pay is that it offers a payment method for end users that is orders of magnitude more convenient and secure for them. But mostly, is a disruption because it takes out the risk in the transaction. So, which is now the problem credit cards are solving in a Pay-based transaction? That means that fees for their services must, in the end, have a substantial cut: a serious threat for their profitability, and in the end, for their very existence. Some would say, they deserve that fate, as record companies deserved what ipod/itunes made to their business, or the iphone did to carriers. Apple has a laser-like view to disrupt those business where end users' money is sucked by middlemen.

    What worries me is the pace at which this service has been developed by Apple. At this rhythm, non G-8 countries like mine will have to wait until next decade to have a feasible digital money in full operation.

    I think Pay, perhaps also with the future health functions of Watch are the most game-changing initiatives of Apple in many years, and it will be very difficult for anybody else to compete with them in this area.
    Nov 18, 2015. 04:01 PM | 1 Like Like |Link to Comment
  • BlackBerry Is Worth A Look, Especially If You Believe In The Power Of Software [View article]
    Yes, it would be biased, if not for arguments that are basically irrefutable.
    Nov 16, 2015. 09:48 AM | 3 Likes Like |Link to Comment
  • BlackBerry Is Worth A Look, Especially If You Believe In The Power Of Software [View article]
    I have just read the Ars Technica review of the Priv. Never in my life I have seen a worst review of any product. Conclusion:

    - Bad design. Curved screen ala S6, and just as useless.
    - Keyboard: unusable. Terrible design, tiny, flimsy, conflicting with the screen border.
    - Built quality (praised by Blair): Disastrous. Cheap, flimsy plastic. Not even worth of a phone costing half of the Priv.
    - Camera: plain bad. The worst of all other androids compared. Poor detail, color rendering, simply useless in poor light conditions.
    - Screen: bad color rendering.
    - OS: a new device, praised by its security features, and already using an old android OS? Leaving out precisely the security features of the last Android 6?
    - The slowest of newest Androids. By far.
    - Battery life: just mediocre.
    - Price for all this: higher than any Android alternative...

    As in pure BBRY tradition: years late, lost focus, and bad execution. Having fired most of the technical staff, what could have been expected? Some genius underrated junior designer, ready to save the company?

    BBRY: RIP, as with this piece of *sh* they burned any hope of an acquisition.
    Nov 16, 2015. 09:12 AM | 5 Likes Like |Link to Comment
  • Apple: The New ARMs Race [View article]
    If Apple were not certain that their future Soc development has not a lasting advantage, they would be switching to a main stream chip in a breeze.
    That, or management are completely incompetent guys, unable to deliver the key pencil of ipad pro in time...
    That, or the plan is to rip retail investors every cent of their money through buybacks, keeping the stock undervalued forever, while in the meantime they have all possible levers to capture as much marketshare as they want, if that is more profitable now. :(
    Nov 13, 2015. 08:26 PM | Likes Like |Link to Comment
  • Google's Uniformity Efforts Might Make It A Lot Of Money [View article]
    Poaching users data at the chip level... Any chance to sell this SoC to any chinese manufacturer?
    Nov 13, 2015. 05:50 AM | Likes Like |Link to Comment
  • BlackBerry Priv Is Off To An Encouraging Start [View article]
    Hard to believe all those long BBRY fans praising an android phone now. This would be the 9534th android version available in the market?, being the ...BlackBerry brand... the differentiating or burden factor?.

    I hope you are aware that this seems to be a all-or-nothing situation. If this fails (like everything else they've done in the last years), BBRY would have probably burned their only alternative way out of bankruptcy: a company adquisition. On the other hand, if it succeeds, it's a tacit corporate declaration that what's left of the old BB10 worth nothing: an android able to do what dozens of tries haven't achieved before.

    Btw, I just wonder, how does Blair expect a 30% margin with a low yield and necessarily expensive to make device (if the build quality is impressive as he says), when not a single other of the dozens of android manufacturers, making orders of magnitude higher number of devices, is able to achieve a figure even close to that?
    Nov 10, 2015. 05:38 PM | 5 Likes Like |Link to Comment
  • Apple lower after Credit Suisse supplier checks [View news story]
    but he got up with this idea one day earlier than you think, and told his friends about it...
    Nov 10, 2015. 10:24 AM | 1 Like Like |Link to Comment