Mav
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Post by Mav on Apr 21, 2013 19:09:12 GMT -8
Live sports? I really think you've got the wrong company. Mr. Sports may have left the building (Forstall), and I'm really not sure how adding in subscriptions for live streaming sports helps Apple's cause (there's stuff like Watch ESPN, anyway, and Apple already has subscription frameworks up which can be made to include content, if through third-party apps).
I'm sure an Apple TV set would coincide with streaming professional media through iTunes or some derivative on any iOS device, but...well...you need the TV first.
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Post by Lstream on Apr 21, 2013 20:26:01 GMT -8
Hedge I have only started to estimate quarterly earnings last year in Oct. However I take issue with your shots at Gregg and I. We are all different in our own way, but I am very comfortable with the fact that Gregg, Horace, and I understand Apple on an equal footing. Thought I had heard everything. Then I read this. Next up - travel back in time and teach that Einstein putz a few things about the theory of relativity. Let us know how that turns out. No offence to Gregg if you get my drift.
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Post by sponge on Apr 21, 2013 20:54:51 GMT -8
Clearly now that WS has seen my estimate along with Gregg, the futures are up.
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Post by Deleted on Apr 21, 2013 20:56:04 GMT -8
Ah, the tremendous potential of mobile payments... Pay wirelessly with a fingerprint when running iPay or after receiving a push notification, with ultra-secure auto-detect Wi-Fi/lo-power BT 4.0 subbing for NFC... Man, and I thought the iPad was ambitious. It's easy to dream up these elegantly simple transactions, but the implementation could well be a friggin' nightmare. You currently have NFC, with its range and security issues (aka Wave 'N PrayPay, in more than one sense). Sure, every smartphone has a 'Net connection in place of NFC, but you'd want to use local-area for the most part for everyday purchases. Is NFC something Apple can bridge with newer-generation technologies? Do I really have to point my iPhone at sensors? And I don't see Apple just slapping on NFC, updating Passbook (never mind those rumors about the "scattered" team) and calling it a day. Apple's iMessage is proving to be so secure that even with Warrants law enforcement has not been able to crack its encryption. i seriously doubt NFC has a future in mobile payments for a lot of reasons, cost of hardware (another onboard radio) being one of the biggest obstacles. Then there is the security issue (ain't there yet), and retail adoption costs (hardware proprietary to payment system). With Bluetooth you don't have to point, costs of retail adoption is nearly zero (an App from Apple), with 99.99999% (I'm not claiming perfection, but certainly far more secure than present cc system) secure transactions via fingerprint authentication and iMessage encryption. The difficult part of a rollout would be the accuracy of the backend, and the capacity of the transaction server farm/data centers. Did I say data centers? Wow, who is building massive data centers in North Carolina, California, Nevada and Oregon, with plans for more? Turn that $140B in cash over once a month at 1% is 12% ROI vs present 1.5% annual return. Still, even if Apple were preparing for this kind of road map I don't see it until 2014 at the earliest. EditI forgot to point out that Apple has over 600 million iTunes customer's (with credit cards). Swap out the credit cards for direct ACH links to the customer's banks. End result: Apple cuts its own cc costs, and derives revenue from the system.
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Deleted
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Post by Deleted on Apr 21, 2013 20:59:00 GMT -8
Hedge I have only started to estimate quarterly earnings last year in Oct. However I take issue with your shots at Gregg and I. We are all different in our own way, but I am very comfortable with the fact that Gregg, Horace, and I understand Apple on an equal footing. Thought I had heard everything. Then I read this. Next up - travel back in time and teach that Einstein putz a few things about the theory of relativity. Let us know how that turns out. No offence to Gregg if you get my drift. No offence taken. But I might take offense if I thought you were serious.
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Post by Deleted on Apr 21, 2013 21:02:28 GMT -8
Apple 2.0 is ON FIRE tonight. Samsung must have sent word out to neutralize the negative story on Dear Leader Lee by down-voting everything in sight and posting anti-Apple comments.
I've never seen anything like it. I hope this thing goes viral.
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Mav
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Post by Mav on Apr 21, 2013 21:10:09 GMT -8
Like heck I'll use iMessage to pay for stuff, encrypted or otherwise! Local-area authenticated wireless protocols or NOTHING for "go to the store/restaurant/basketball game"-type mobile payments.
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Mav
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Post by Mav on Apr 21, 2013 21:11:21 GMT -8
Apple 2.0 is ON FIRE tonight. Samsung must have sent word out to neutralize the negative story on Dear Leader Lee by down-voting everything in sight and posting anti-Apple comments. I've never seen anything like it. I hope this thing goes viral. On fire...as in another stupid Fandroid/pro-Samsung flame war? Why would I wanna see one of THOSE? *checks anyway*
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Mav
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Post by Mav on Apr 21, 2013 21:18:13 GMT -8
Will Japan QE save the US markets from a healthy correction tomorrow?
...not the kind of financial headline you'd expect, but eh, that's apparently what ya got.
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Post by Deleted on Apr 21, 2013 21:26:00 GMT -8
Apple 2.0 is ON FIRE tonight. Samsung must have sent word out to neutralize the negative story on Dear Leader Lee by down-voting everything in sight and posting anti-Apple comments. I've never seen anything like it. I hope this thing goes viral. "But the company certainly has pockets deep enough to do real damage to a company it might choose to target by other means. What's not clear is how low it's been willing to go." Any Company that maliciously, and with forethought, blatantly copies a competitor's product/IP would also be willing to go lower than already speculated. There's no Samsung in this household (excepting that purchased by Apple).
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Post by Deleted on Apr 21, 2013 21:32:56 GMT -8
Will Japan QE save the US markets from a healthy correction tomorrow? ...not the kind of financial headline you'd expect, but eh, that's apparently what ya got. Japan has been locked in a 20 year recession because of cultural monetary policies. Its new Fed Chairman equivalent is not an adherent/believer of historic Japanese monetary policy. It is widely felt his monetary leadership will result in Japanese GDP growth and an end to Japan's recession, which obviously will be good for the world economy. That growth is expected to come from domestic (GDP) consumption growth vs increases in export production.
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Post by fas550 on Apr 22, 2013 1:53:33 GMT -8
Wait, Robert kicked people off Braeburn? Really? He actually does not kick you out, just bans you from posting. He banned me because I was posting too much here. The group claims to have 345 members, but in reality it is more like 10 who post regularly. If he was fair he should remove everyone who does not post. But to each his own. One interesting observation about the list on Apple 2.0, is that Gregg and I may be the only ones who are not affiliated with some money making website or business. You were banned from Braeburn for posting too much here? WTF is that about... That's a little like banning me from the volunteer fire dept crew because I bought a fire extinguisher for my house and talked about it, isn't it?
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Post by fas550 on Apr 22, 2013 1:57:01 GMT -8
C'mon, hedge. I'm trying to be as polite as possible talking sponge's estimates here. Just curious, you think I'm being irresponsible/delusional/whatever with my estimation work here? (Not that I can do much harm, no one hangs out at Fundamentals anyway.) Your estimates aren't being posted on CNNMoney for the whole world to see. I can disagree with what you post, but it won't bother me. Not saying I even do disagree since I haven't looked in the fundamentals section. Looking at that chart, you'd think Sponge and Gregg were on equal footing with Horace. We may know that isn't the case, but the casual observer doesn't. They're just two guys on a message board. I'm wondering if PED read this board if he would even add those two in. Gregg still thinks a massive buyback is a gimmick, yet he has his earnings estimates published? That's not even an attack. It's the truth. Maybe I'm the only one who thinks that the published high expectations of the independents have contributed to the perceived "misses" of the past three quarters and hurt share price. But you can't certainly say they've helped. I respect Sponge and Gregg for posting estimates. Horace, I like his analysis very much on disruptive technology. Some of his assumptions are spot on, others a little pollyannic.
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