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Posts by waldobushman

What would happen if we banned analysts altogether. They don't do or know anything useful. Never have. The problem is gambling. The price of stocks have nothing to do with a company's fundamentals. The solution is investors have to hold stock for one year at least, they cannot take losses nor get capital gains favoritism. Then companies can at least plan one year out and not quarterly. Perhaps, we should simply ban quarterly reports and only allow reporting annually....
AAPL came in 2.5B over their estimate. That is not a miss. Analysts are always wrong.
If rumors are correct, Tim Cook, unlike SJ, is openly more concerned with stock price. Of course, after SJ's passing, Apple stock went into orbit, so SJ was not tested in that new environment. Tim Cook certainly must be concerned with the recent stock decline. My concern with Apple continues to be the paucity of innovative minds at the top of Apple. SJ Ive Forstall were key players. Forstall self-destructed, SJ gone. Can Ive do it alone? Not likely. He's significantly...
I wouldn't put bets on NFC. There are different versions and each takes substantial investments for retailers to implement. And it requires it's own antenna. Low power bluetooth, however, is already here and in most devices. With cameras and QR, NFC is not needed.
How desperate can he be? He had hidden hundreds of thousands of dollars worth of goodies. Imagine if he had sold any of them, then he would not have been desperate, right? Seems his only skill was stealing stuff. He wasn't smart enough to figure out how to convert stuff into money.
As some level, once SJ knew what it's value was to Apple and what he thought was a good price from the sellers viewpoint, he made his offer. This is sometimes called Boulwarism (mistakenly often referred to as "take-it-or-leave-it" bargaining", which is not bargaining at all). However, according a to review article of the book The Truth About Boulwarism: Trying To Do Right Voluntarily, by Lemuel R Boulware, from back in the '60's, such a position was supposedly the best...
I don't agree with your prediction of a larger touch screen. But, what is inevitably in the cards is increased power and functionality of the iPhone, but especially the iPad devices. Apple is moving, and has to move, more functionality to these devices because of the need for these devices to not be tethered to a PC/MBP. The basic app that Apple provides are short on functionality. I'm thinking Calendar and Email especially.   The iOS calendar app is not capable of...
Unless Sharp is cutting back on old iPad screen technology but they and others are ramping up a new screen technology, this cut in production is not a good sign for sales. But as Cook and all have said repeatedly, they are not concerned about the iPad-mini, for example, cutting into the sales of the larger iPad -- they move in the direction the public wants. One thing is clear for Apple, if recent reports are accurate, is that Apple's mindshare among the younger...
Apple needs to be working on functional and UI innovations. The iPhone is not a toy, and shouldn't be marketed as such. SJ had an eye and focus on both functional, usability and style which made Apple profitable and innovative. Then there is this thinner and thinner crowd at Apple. There certainly is internal functional improvements that come with the ability to compress which can translate into functional improvements, but even under SJ I got bored with this promotion....
Can I swim and shower with the watch? Otherwise, don't care. What problems are there that really need solving? 1) Earphones without these long wires that constantly are tangling up. 2) Earphones which I have to identify which is left and which is right -- it should just know! 3) phones that can act as a pager when I really need to take this call -- work or other emergency. 4) Before cell phones, when family called, we each had our own phone set with which we could listen...
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