SimchaStein’s Activity

Fri Mar 28

Article Comment

SimchaStein commented on an article. 1:15 AM

It’s Time for Apple to Support Android

iTunes on Android is a good idea.

MSFT Office on iPad is a good idea.

Both add to Apple's best growth area - iTunes and SW.

Sat Mar 22

Article Comment

SimchaStein commented on an article. 4:19 PM

What Happens When Apple, Inc. Doesn't Have a Head Start?

OMG: Not only that but Apple was late the MP3 player market. OMG they still don't have NFC. OMG LTE was on Android before it was on iOS. OMG Maps, Siri, AntennaGate.

OK - you get the point. Now:

[more]

Sat Mar 15

Article Comment

SimchaStein commented on an article. 7:40 PM

Will We Ever See an iPad Pro From Apple, Inc.?

Daniel, the answer is 'yes' - remember you said 'ever'. But why waste time with all this speculation. Give the App developers enough time (a year or more) to build great 64 bit App. If you just mean a larger screen iPad, great. But

[more]

Thu Mar 6

Article Comment

SimchaStein commented on an article. 11:56 PM

Apple's A8 Probably Won't Be a Quad-Core

Foolish to only count cpu cores. There is also the M7 chip, the GPU cores and multi-threading. 64 bit will speed up certain processing work-loads. Shrinking to 22 nm increases speed. Apple makes smart trade-off decisions vs their

[more]

Mon Mar 3

Article Comment

SimchaStein commented on an article. 7:12 PM

Why Apple Took a Bold Stance on the Environment

NCPPR'S Proposal gained less than 3% of the votes and no real role as shareholder activists. They just want to use Apple's fame to call attention to their propaganda.

As for ROI, Apple's green initiatives may

[more]

Wed Feb 26

Article Comment

SimchaStein commented on an article. 1:58 PM

Apple's Burstly Buy Tightens the Developer Community

Is Apple really losing the tablet wars? Are e-readers really tablets? The article is about Burstly, tools for developers of Apps. Does Burstly apply to the e-reader market?

Mon Feb 24

Article Comment

SimchaStein commented on an article. 9:15 PM

Battery Driving Talks?

Some many potential topics:

1) Battery - patent swap; joint investments in long term R&D; joint investments in battery manufacturing.

2) Apple helping - expertise and capital - to expand

[more]

Sat Feb 22

Article Comment

SimchaStein commented on an article. 10:45 PM

Apple Inc. Bets Big on Brazil

OMG OMG OMG - that's all you have here Andrew Tonner

Article Comment

SimchaStein commented on an article. 10:43 PM

This Is One of the Most Misleading Terms in Finance

When I look at Yahoo finance and the updated Shares outstanding, am I to assume the more shares will be repurchased (of the $14B ASP) ? If so that means higher earnings per share; and more competition for stock. Both should drive

[more]

Tue Feb 18

Article Comment

SimchaStein commented on an article. 8:34 PM

4 Things Investors May Have Overlooked in Apple Inc.’s Recent Earnings

Thanks. Hats off for highlighting the iPad success. This is lower margin than the iPhone. Apple wisely pushes hard on this line, the heir of the Post-PC paradigm.

Adding one more point investors may have missed,

[more]

Thu Feb 13

Article Comment

SimchaStein commented on an article. 10:58 PM

Sony Exits PCs as Apple Inc. Bucks the Trend

A comparison: Sony released a MacBook Air equivalent - windows of course. It's lighter, $150 more expensive, more pixels and slightly less battery life.

The "premium" Apple product and the Sony were

[more]

Wed Feb 12

Article Comment

SimchaStein commented on an article. 11:52 AM

The Simple Reason Apple Inc. Won't Introduce a Hybrid iPad

Hybrid - not likely.

iOS and it's App ecosystem will get richer, especially with the 64 bit A7 chip, but that may be for high-end games rather than 'desktop' computing apps.

For North

[more]

Mon Feb 3

Article Comment

SimchaStein commented on an article. 1:37 PM

Apple Is Going Chip Crazy!

Great article.

Apple understands that they must beat or exceed Moore's Law. Hence they invest in the chips and SW to maintain their advantage. This translates to customer loyalty, sustained margins, and

[more]

Wed Jan 29

Article Comment

SimchaStein commented on an article. 11:51 PM

Mobile Payments: Apple's Coming $800 Billion Opportunity

Great article. Adding. Apple's customer are perfect - They spend more, have above average credit worthiness, and trust Apple with payments.

Article Comment

SimchaStein commented on an article. 5:06 PM

This Big Apple Inc. Rumor Could Be Totally Wrong

A hybrid device is inevitable, but NOT near-term. Larger screen tablets might be nice for musicians, pilots.

Article Comment

SimchaStein commented on an article. 5:02 PM

If You Didn't Listen to Apple's Entire Conference Call, You Missed This Gem

Nice. And thanks for high-lighting payments.

Article Comment

SimchaStein commented on an article. 12:48 AM

Why Apple's Pullback Is a Buying Opportunity

Great points - simple and true.

How many Apple 'chicken little' news reports have we seen in the last decade?

Ignore the Nabobs. Buy.

Sat Jan 18

Article Comment

SimchaStein commented on an article. 2:56 PM

Apple's China Data Seems Suspicious

Try this link to see Apple's Mobile Browsing share. Please note it "Global" not just China.

[more]

Thu Jan 16

Article Comment

SimchaStein commented on an article. 12:55 AM

Is Apple About to Go Too Far?

Apple has 64Bit computing. A larger tablet is just a stepping stone to a PC replacement in a 5 to 10 year migration. And who cares if it succeeds in the first year. Remember Asia (all of it) has little invested the PC (or Mac) as

[more]

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