rogifan_old
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schlack said: ooh..some common sense finally. watch hardware will be improved...ipad changes are obvious...better internals...better sounds...and pencil support...no need to introduce a phone. should wait till fall and have design (and intern…
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agsystems said: sflocal said: Does Munster ever make sense? This guy is a clown - 9/5 sources are on the money. Doesn't mean I would be buying this 4" phone but this model is needed to capture the mid range of the market. He's …
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msantti said: Aple needs to knock something out of the park this year. New 4" iPhone, and iPad Air 3, and watch bands ain't it. Oh really? Says who? Also March isn't the rest of the year.
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Ha, Google is only up ~5B over Apple now. Things could easily swing back Apple's way soon.
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I'm always amused with these fantasies about how Apple is going to/should screw it's competition. One minute content blockers and spotlight are going to put a hurt on Google and ooh Apple should do its own search engine cuz that would really screw G…
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So we don't even have a rumor here. Just some musings from a Wall Street analyst. But if her thoughts are accurate then Apple needs someone better than Eddy Cue to oversee it.
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awilliams87 said: rogifan_old said: Bullshit. 90% of Google's revenue is advertising. That hasn't changed. Wall Street got all nervous in 2013 when Samsung was the bogeyman. Now everyone is panicking saying Apple has to pivot to so-c…
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Apple's building this new campus and buying up real estate in SV like crazy. For FY16 Apple's cap ex spending is expected to be $15B. That's a lot of real estate buying and cap ex spending for a so-called one trick pony that's doomed unless it pivot…
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bluefire1 said: I'm wondering if Steve Jobs was still alive and continued to be at the helm if Apple would be where it is now product wise. I suspect he might have done away with the "s" lineup every other year and make significant changes an…
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canukstorm said: rogifan_old said: I don't know anything about the board but I have to agree that communication and narrative is Apple's biggest issue right now. Cook was hitting his stride there for a while but this last earnings ca…
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apple iigs said: jdnc123 said: Winner, winner, chicken dinner. Market multiples are often broadly and on company-specific basis just a reflection of sentiment from the collective crowd. The sentiment from the market today on Apple…
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msantti said: Apple needs to buy companies mindlessly. Just blow thru wads of cash. Seems to be what the analysts want. And my Twitter feed is all services, services, services. While I wouldn't mind it if Eddy Cue was replaced I hope we d…
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Oh and according to someone in my Twitter feed Nest and Fiber performed 30% worse than expected. Let's see where the stock lands tomorrow. It was up over $50 right after earnings were announced but has come down $30 since.
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anantksundaram said: What they lack is the ability to communicate their vision to the market under the current crew. And they have a Board that is populated with a bunch of mediocre has-beens. I don't know anything about the board but I have…
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poksi said: rogifan_old said: I figured this was going to happen when Google shot up after Facebook announced earnings. Wall Street loves so-called services companies right now, especially ones with little exposure to China. Not sure…
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I figured this was going to happen when Google shot up after Facebook announced earnings. Wall Street loves so-called services companies right now, especially ones with little exposure to China. Not sure there's much Apple can do about that. I hop…
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jdnc123 said: rogifan_old said: You obviously have a reading comprehension, or are just being an ass. Twice under Steve Jobs 2.0 Apple stock lost 40-50% of its value. Should Steve have been fired? Also Apple's market valuation is a j…
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jdnc123 said: rogifan_old said: You do realize Apple has had several times during Steve Jobs 2.0 where the stock lost 40-50%? What goes up can go down but can also go back up again. My guess is most Apple employees are concerned abou…
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maestro64 said: The problem is Apple suppliers other than Samsung is not a hardware competitor to Apple. Foxconn does not make a phone which they sell under their own name. Just because Google has a bunch of people who are good at micromanagi…
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jdnc123 said: rogifan_old said: Do you really think Apple employees give a shit whether their company is the most valuable company on a given day? I sure heck hope not. That's what AOL employees were obsessed with in the late 90s. Ev…