Three Guys and a Podcast

Three Guys and a Podcast: Apple News & Analysis

May 25, 2012 at 8:00am Pacific Time
by: E. Werner Reschke 0 Comments

The Facebook FlopWhat happened? What the [explicative] happened?!? Facebook was this decade's version of Microsoft, Apple and Google. Facebook was going to make everyone who invested in its stock a billionaire. It was the goose that only laid golden eggs. And now Facebook stock is dreaming of a day where its stock price is equal to or greater than its IPO launch price.

The problem that happened is reality. Someone once defined reality as something you really understand when you run into it. Reality is the real world and it can be devastating if you don't understand it before you run into it. Facebook's biggest problem is it has never had to be a business. Facebook is an idea with a lot of FREE users. But there has never been a strong business model around that idea. Facebook's funding (until now) has mostly been private investors who banked on a day when an IPO would happen and their investment returned a handsome reward. Again the problem with that dream was reality. In this case reality is the market, which takes profitability very seriously, and doesn't see profits like the investors did.

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May 22, 2012 at 8:02am Pacific Time
by: E. Werner Reschke 0 Comments

Episode 80: Quit Your Crunching: Listen as Mark, Karl and Werner crunch their way through another entertaining podcast. Topics: 20mm chips in 2014, iPhone 5 with 4 inch screens, New iOS mapping, iMacs and MacBook Pros get retina displays next round, Google's Chrome browser for iOS, Zune player should have been skipped, Tim Cook with Speaker Boehner, Nanny Computing and Unlimited Data plans. All this and much, much more in Episode 80: Quit Your Crunching! 

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May 17, 2012 at 11:41am Pacific Time
by: Mark Reschke 0 Comments

Phillip Elmer-DeWitt of Fortune gave AAPL investors food for thought today, with his reasons as to why AAPL has been rotting to it's investment core. Apple's stock value has fallen nearly $96 billion since it's peak of $644 on April 9th. There will always be Wall Street power players able to flex their financial muscles pushing stocks one direction or another. But why is it that these brilliant financial investors sometimes talk as dumb as a box of rocks, spewing forth financial rhetoric that makes no sense? Something doesn't seem right.

Yesterday, DoubeLine's CEO, Jeffrey Gundlach, told a large group of investment managers he was shorting Apple. "I just wonder how many people will queue up around the block for an iPad 87." It's a dumb statement. In fact, it makes no sense at face value:

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May 11, 2012 at 11:07am Pacific Time
by: Mark Reschke 0 Comments

Senator Tom Coburn was livid (and probably still is). He's angry at Apple Inc. and other big corporations that are using completely legal means to protect their hard earned profits from the United States government greedy "give me more!" claws – which has the highest corporate income tax in the world.

I have one thing to say to Senator Coburn and others like him. You've been in politics far too long. Get out, run a company and see how Washington is punishing and actually demonizing success like never before. Come 2013, when the accredited "Bush tax cuts" expire, companies will pull back even further, hiring less and laying off more, as taxes move north across the board. And if you've been paying attention, it's already happening.

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Episode 104: Alien Abduction and the Missing iPad 2

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