thompr
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fallenjt said: rotateleftbyte said: Search + Ads? WTF are you smoking. Apple has just about shutdown iAds. Ads are for Google and they rightly get blocked at my router (as does 100+ MS domains). IMHO, Ads are a plague and one way App…
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atlapple said: nolamacguy said: let me guess -- you're a "long-time" fan. love their products. but now you're...concerned. jobs is dead. innovation gone. did i miss anything, or is that about where you stand? Innovation isn't gone…
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rogifan_old said: Facebook is up 12% after hours. Why? Yes they reported good numbers but more importantly they have a good story to tell and they tell it well. What is Apple's story? All we got on the conference call was FX, FX and more FX. …
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apple iigs said: sog35 said: I disagree. Steve Jobs did not have prolonged periods of Apple having a 10-12 PE. Apple was never this ridiculously under valued like how it was from 2013-2014 and now. Steve Jobs did a lot better wi…
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foggyhill said: jdnc123 said: Honest question. How do you think Steve Jobs would feel about the market saying Google is a better and thus more valuable company as it is today. Google has an enterprise value of $420 billion versus A…
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jdnc123 said: adrayven said: Steve Jobs did the exact same thing, worse actually. He wouldn't be doing by-backs, or provide any Dividend.. Tim Cook is doing fine.. He doesn't need vision; thats what Jonny Ive and team are for; that…
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rogifan_old said: flaneur said: Add bad vision, bad taste, and numb nuts to sog's growing list of deficiencies. He's completely jumped the shark now. But at he's no longer calling people cheap bastards that should go Ansroid for c…
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sog35 said: thompr said: Entirely because Apple is in unprecedented territory from a profit perspective and so there is a long way to fall. You and I may know that their situation is different than hardware companies that have been …
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sog35 said: adrayven said: Any stock lost over past weeks is hardly because of Tim Cook. Most of it is the market as a whole has lost it's ass in Oil and China, so everything is moving to bonds and gold. Over 17% drop as a market whol…
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drewys808 said: ibill said: In my view, Steve Jobs did no better with managing Wall Street expectations, perhaps not even as good as Tim Cook is doing now. That's what I recall as well. And back then there were vocal minority screa…
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2old4fun said: Contrary to what has been posted, Apple does not "owe" its stockholders anything. Stockholders bought the stock with their eyes open and can sell anytime. The company owes the stockholders a well run company. The executives …
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williamh said: sog35 said: And who's fault is that? Did Tim Cook give us guidance for revenue for the rest of 2016? Did he give us guidance for 2017? Did he gives us guidance regarding what the install base will be in 3 years, 5 ye…
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rogifan_old said: Hmm...I'm skeptical about this story. Since when was Jony Ive running this project? Supposedly Jony has purview over all things design. If he doesn't like the progress on the design, it seems like he has the right to sp…
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dwhaley313 said: Sounds like they're too dependent on technology. What did they do before they had tablets? They used big monitors to display motion video and laser printers to print still frames, stuffing the latter into laminated binders…
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tezgno said: While I can understand bashing the competition... unfortunately, this issue can't be blamed on the Microsoft Surface (or Microsoft at all). As has been reported on (and confirmed by) the NFL before, the issue has nothing to do wi…
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delreyjones said: thompr said: (2) According to Apple, first weekend sales of iPhone 6S outperformed its predecessor by 30%. * Note that one can't extrapolate from first weekend sales Excellent scenario you’ve described. How…
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jonl said: sog35 said: Sorry honey. You have no idea what you are talking about. 1. Do you know how large Apple's original order was? 90 million? 100 million? 110 million? You don't know. Thus you have no idea what Jan-March orders …
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jonl said: I was replying to thompr's speculation that Apple over-ordered, and I know from past history that Apple typically doesn't report having to grind through a lot of inventory, as well as suppliers not regularly missing due to order cutb…
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jonl said: sog35 said: Compare Cirus logic Sept 2014 quarter revenue vs 2015..... no. It isnt different this time. Apple simply ordered parts earlier this year. ... For them to miss their own guidance was startling, and as they sa…
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sflocal said: sog35 said: WTF. So Apple can respond to some silly ass rumor about an Android App, yet they can't respond to supply chain rumors that caused the stock to lose over $200 billion in value? I just don't understand Tim Coo…