Comments for Ultimi Barbarorum

Comment on Apple as hegemonic swarm by Puntino

Puntino — Sun, 01 Apr 2012 22:15:07 +0000

When do you decide to take them off the crack and try to get them to join in?

Comment on Apple as hegemonic swarm by FT Alphaville » C-suites in Motion

FT Alphaville » C-suites in Motion — Thu, 29 Mar 2012 21:10:08 +0000

[...] link: SchmApple. – Ultimi Barbarorum (2007) Apple as hegemonic swarm – Ultimi Barbarorum [...]

Comment on Apple as hegemonic swarm by Kaleberg

Kaleberg — Tue, 20 Mar 2012 01:53:28 +0000

This ignores all the little software and add on developers that Apple supports. Sure, they don’t help you if you are some big corporate outfit, but there are tens of thousands of little LLCs, etsy sellers, iPad cover designers and the like who eke out a living in their ecosystem, an ecosystem that Apple created.

What is sad is that a lot of companies could have done this well if they had taken their own products seriously, not pushed for every last dollar and been willing to listen to their own engineers.

Comment on Apple as hegemonic swarm by Space Ghost

Space Ghost — Mon, 19 Mar 2012 23:01:18 +0000

Apple doesn’t dominate the PC market, they’re actually #3 in terms of sales. HP and Dell both dwarf them, but Apple’s sales are growing. They’re pretty clearly targeting an affluent niche rather than trying for max sales in this particular industry.

Comment on Apple as hegemonic swarm by Kenan

Kenan — Mon, 19 Mar 2012 22:24:48 +0000

I agree with Puntino. I’m not saying that apple is or isn’t a good investment, but I have never owned an apple product in my life. I own a dell laptop that I am happy with; I can use the internet, use excel and do all the work that I need to do, just as efficiently as someone using a mac. In addition I recently renewed a cell phone contract with at&t and bought, what I consider a kick ass samsung touch screen phone for $1 (normally priced around $350). I am 23 years old by the way, and all my friends have smart phones. I just don’t think I need to be constantly connected to internet; I am happy with a phone that I can use to talk to people, text people, take pictures, use as storage, and listen to music with.

As far as the market valuation of aapl goes, if your buying it would seem that your main assumption is that consumers won’t turn into practical cheapskates like me.

Comment on Apple as hegemonic swarm by 10 Monday PM Reads | The Big Picture

10 Monday PM Reads | The Big Picture — Mon, 19 Mar 2012 20:32:28 +0000

[...] • Groupthink:Why Brainstorming Doesnt Reall Work (New Yorker) • Apple as hegemonic swarm (Ultimi Barbarorum) • Why Did The Chicken Cross The Road? (Rutgers Mat Dept) • Why Conservatives Are Still Crazy [...]

Comment on Apple as hegemonic swarm by Baruch

Baruch — Mon, 19 Mar 2012 10:59:00 +0000

Apple certainly changed my life; I never knew how to keep my kids from bothering me at restaurants until I got an iPhone and iPad. Now I enjoy the bliss of adult conversation almost throughout the meal.

Comment on Apple as hegemonic swarm by Puntino

Puntino — Mon, 19 Mar 2012 10:50:46 +0000

Mah, I remember in 2002/2003 how Nokia ruled the world, the Eurostoxx 50 and their reserach was second to none. Actors, behaviourial scientists, everyone employed to make this wonderful product that would fit perfectly into your hand, deliver the most effective solution.
And you get it all now for € 19.99.

Comment on Apple as hegemonic swarm by Mo

Mo — Mon, 19 Mar 2012 10:12:49 +0000

“Imagine the moribund greyness of the world and the stockmarket without Apple, by far the most innovative, life-changing and dynamic company of our time. ”

Sorry but when I read such drivel, I just cannot take the author very seriously.

‘Life – changing’…. ?

It’s just a computer company ferrchissakes…

Comment on Apple as hegemonic swarm by Sunday links: dumb money indicators

Sunday links: dumb money indicators — Mon, 19 Mar 2012 00:04:39 +0000

[...] people, Apple ($ AAPL) is getting really big. (Ultimi Barbarorum, Eric Jackson also StockCharts [...]

Comment on Apple as hegemonic swarm by Sunday links: dumb money indicators | Abnormal Returns

Sunday links: dumb money indicators | Abnormal Returns — Sun, 18 Mar 2012 11:34:52 +0000

[...] people, Apple ($AAPL) is getting really big. (Ultimi Barbarorum, Eric Jackson also StockCharts [...]

Comment on Buy and hold no more? by Weekly Links « valueandopportunity

Weekly Links « valueandopportunity — Sun, 18 Mar 2012 07:33:19 +0000

[...] Bararorum on why buy and hold is not dead Gefällt mir:Gefällt mirSei der Erste, dem dieser post gefällt. Kategorien:Uncategorized [...]

Comment on Apple as hegemonic swarm by FT Alphaville » The Closer

FT Alphaville » The Closer — Fri, 16 Mar 2012 21:03:15 +0000

[...] Baruch at Ultimi Barbarorum: ‘Apple’s success is diminishing the opportunity set for investors overall, while creating a risk for those [...]

Comment on Apple as hegemonic swarm by vbounded

vbounded — Fri, 16 Mar 2012 13:01:30 +0000

just be sure you price in how long they have until the jobs legacy products are commoditized, and compare the chart of nasdaq 98-03 to apple now.

Comment on Buy and hold no more? by vbounded

vbounded — Wed, 14 Mar 2012 22:29:31 +0000

Buy and hold doesn’t help the masses, who only have savings in 401(k)’s which only offer mutual funds. The most he can do for them is deter them from acting foolish, by trading like a manic-depressive, which leads to the old saw that stocks do 10%, stock mutual funds do 9%, and mutual fund investors do 4%.

And Lo’s off the shelf strategies for retail investors aren’t so hot. Check the performance. Sideways, like the over-rated John Hussman.