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Posts by bwik

In China, they are aware of the concept of "pai dui" (line up), but it is considered to be a display of uncommon civility (imposed by the government perhaps). It is not a baseline expectation. In my view, in the West, we western hotheads had many fights to the death about standing in line. We have some dim awareness that if we thronged like Chinese mobs, we would start raging on each other pretty quickly. There is also the charitable view that China is crowded, so they...
Obviously Samsung is great at basic sciences and manufacturing (which is extremely impressive). But the artistic design of iPhone and iOS has been totally copied and that's obvious. Their user functionality (which is a giantic profit center for Apple) has also been copied. So, financially that is a big twinkie to fight over.
Really? Affluent people like Target a lot from what I can tell.
As impressive as AAPL is, it's by definition one of the more likely stocks to disappoint, especially 3-5 years out. Such growth cannot continue. A piece of knowledge we have is that it can't grow to 1 trillion valuation. I predict they will handle maturity far better than Sony. And Sony was full of highly intelligent leaders in electronics. Eventually the valuation was... near zero. AAPL has one decade down. They are doing great. I say congratulations. Eventually...
It used to be exciting when Apple used to focus on, you know. Computing.
To offer a "deep thoughts" post, evidently companies were 100% right to say social media is important. A CEO can't commit to a pricing action unless he or she is pretty sure the social media will not bitch-slap them so hard their bell will ring for a week. In some sense, this is quite new for CEOs. So they definitely want to learn how to control this, if at all.
It is silly to say Japan has some kind of monopoly on cruel or sexually perverse topics. They are about average in these departments. Human beings are not well behaved anywhere.
Hope they have an exit strategy from all this real estate. Apple is certainly doing well today. In 6-7 years, there is just no telling. Anyway, Apple has more money than I do so they are doing something right.
I mean to share the entire iOS user base and their activities with them, with biometric records naturally.
If I were a DHS or DOD warrantless surveillance jerk, I would certainly be intrigued by this Apple technology. Which they would share with feds, presumably.
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