delreyjones
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johnjohnstone said: Fact is no matter how much profits a company makes if they are not growing revenue they won't be rewarded a PE of over 8-10. Right now Apple's PE is at 11. It can easily get to a PE of 9 if they show negative revenue …
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aeassa said: I don't think Apple will miss their FQ1 numbers, but the odds are looking good that FQ2 guide will be pretty downbeat. They wouldn't warn about a quarter they haven't guided to yet, hence no warning. Thanks for that cont…
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Does anyone here pay attention to Horace Dediu's analysis over at Asymco? Here's his chart. It's impossible for me to see this sky-is-falling, 30% cut scenario when I look at the Asymco work:
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waterrockets said: Way to miss the point of DARPA as well as Alphabet's involvement in BD's military business. What really happened is that Google leveraged tens of millions of dollars of DARPA investment to fund their own private robotics te…
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Trick Question said: This isn't a loss for Google. They were handed 42 million dollars for free, and they used it responsibly to do development. This damages Google's credibility. They took money and said, in exchange, they could deliv…
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MichaelY said: Unable to create a viable market for Chrome, Google has been forced to salvage what's left of it and Android I'm not sure if the author is talking about Chrome the most dominant browser on earth, or Chrome the operating syst…
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clexman said: crowley said: Mock non-Apple failure, mock non-Apple attempts at innovation, recycle Android bashing. Repeat. Exactly. What does any of this have to do with Apple news and rumors? This provides Apple perspective.…
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ac1234 said: delreyjones said: In theory the buyback program doesn't deliver much since the money's just moving from the books to the stock. In practice? Well, in this case, up to now, the buyback program has been a great real-worl…
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ac1234 said: dmdev said: Not to sound cynical, but this performance works out pretty favorably for Apple's stock buyback program. And what has the great buyback program gotten us thus far? In theory the buyback program doesn't …
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alice bowie said: AAPL is a fine dividend stock, but those high growth days are OVER. Amazon is the clear winner. When you say “is", is that past tense or future tense? Sure, Wall Street rewarded AMZN in 2015, that’s history. But do you …
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anantksundaram said: Apple needs a completely new IR team, and a radically different messaging strategy when it comes to major market moves. Right now, both are frustratingly disappointing, especially given the remarkable fundamentals of the…
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StockJerk said: Why did Apple slash the price in India for the 5S? This is very disconcerting from a shareholder perspective even though I like the idea of them selling two-year-old technology at cost to get them in the ecosystem... …
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dws-2 said: They have started selling almost all their products (except iPhones) at larger discounts than normal to get big promotions from big box stores. Are you sure this is true? My understanding is that the big box stores are the on…
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I'm curious to know if any of you have read "A Regular Guy" and if so, how you think it compares to this film? I read it, and while I liked the film, I thought the novel was even harder hitting. Curious as to other people's opinions.
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As far as the soldered memory issue, I think as usual, Apple evaluated the tradeoffs between soldered and socketed memory. The downside of soldered memory has been discussed here, i.e. the loss of upgradeability. But I believe there are five small…
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Quote: Originally Posted by anantksundaram Really? Do you seriously mean that? Is your attention span truly that poor? (These are honest questions, I am trying to be snarky). Yeah, I do mean it. Some of us have larger attention spans than…
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Quote: Originally Posted by appletweak "Somewhat ironically, Google even brands Android with a robot logo usually portrayed in the sick color of a sinus infection discharge. " Really? Going a little over the top on a Friday, aren't we DED? …
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Quote: Originally Posted by lkrupp The biggest question for Microsoft is how did they miss the mobile boat totally? From Ballmer laughing at the iPhone to the embarrassing market share of Windows Phone. I mean they didn’t even see it coming. …
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Quote: Originally Posted by Rogifan But I thought Apple main privacy selling point is this is all done on device (other than instances where something needs to grab your location). DED's articles are kind of long. Can you show me specific…
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Quote: Originally Posted by Rogifan So how does this work between devices? Does the learning on my iPhone translate to my iPad as well? And if I get a new device does it have to relearn everything since all of that learning was local to the dev…