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  • Apple: What You Should Know About Weak Link In Tech Titan's Chain [View article]
    This is an illogical argument. Go back any year and look at Apple's relative R&D spending, then compare results.

    Apple spends less on R&D yet produces more innovation and profit than any other company in every sector it competes.

    Perhaps Apple simply spends more wisely, or their process of discovery is vastly superior to anyone else, ever consider that?
    Dec 31 07:30 AM | 5 Likes Like |Link to Comment
  • Apple: What You Should Know About Weak Link In Tech Titan's Chain [View article]
    This is an illogical argument. Go back any year and look at Apple's relative R&D spending, then compare results.

    Apple spends less on R&D yet produces more innovation and profit than any other company in every sector it competes.

    Perhaps Apple simply spends more wisely, or their process of discovery is vastly superior to anyone else, ever consider that?
    Dec 31 07:30 AM | 7 Likes Like |Link to Comment
  • Apple: Valuation Doesn't Matter, At Least For Now [View article]
    I expect that Apple can go as low as 460 or so to it's long term uptrend line. If it falls below that, then the stock is in real trouble. But the stock is not the company. If the company continues to do well, they continue to feed the pipeline of new products, then Apple will do well.

    One thing that worries me, is that Apple so often is the leader of the markets both up and down. Apple is by all rights like an index fund. If markets are a predictor of the future, this could be a sign of something much bigger.
    Nov 16 10:18 AM | 3 Likes Like |Link to Comment
  • Cook's Recipe For Apple Crumble [View article]
    Hubris combined with vision were the enigmatic qualities that Steve Jobs had in droves. Steve's vision may have been loaned to Tim Cook, but hubris is seemingly absent.
    Oct 31 12:05 PM | 4 Likes Like |Link to Comment
  • Apple's Cash Position Is Overstated By $70 Billion [View article]
    Thank you for this analysis. You have provided a scenario that is ominous, and plausible. It answers the question...What is the effect of Apple's failure to invest it's cash on hand?

    The only thing keeping the supply chain in tact is the tremendous momentum resulting from Apple fanaticism. Should this wane, perhaps a few product missteps, or political pressures emerging from human rights advocates, it could initiate a cascading effect that would adversely affect Apple stock price, and spill over to the technology sector.
    Oct 10 11:45 AM | 12 Likes Like |Link to Comment
  • Apple: Say Hello To Risk And Uncertainty [View article]
    There's nothing respectful about your disagreeing. You're matter of fact analysis is shoddy at best, you fail to cite dissenting view points. And you're rhetoric is filled with logical fallacies.

    Read Consumer Reports view of Apple Maps vs Android Maps http://bit.ly/SCdHO3
    Oct 3 06:34 AM | Likes Like |Link to Comment
  • Is The iPhone 4S A Bust? [View article]
    No one can predict where the price will go. But if you believe in the company and you think the stock price is fairly valued, then hold on to it, buy some more over time when it dips.

    The fact of the matter is that price is primarily determined by trader sentiment. And so if traders think they can make money on the stock, then demand will go up and so will price. If they think they'll lose money by holding the stock then they're gonna sell, demand will go down, and so will price. At some point that price will be attractive enough for the whole process to repeat.

    The real problem is that there are so many factors that affect supply and demand, that it boggles one's mind. And no one, I mean absolutely no one, knows what will happen next. So in my opinion, buying and holding stock is the ultimate in a leap of faith.
    Oct 19 07:49 AM | Likes Like |Link to Comment
  • Is The iPhone 4S A Bust? [View article]
    The interesting thing about iCloud is that it has existed for several years in the dot Mac and Mobile Me service offered by Apple. I know, because I've been a subscriber since it was first offered back in 2001. I already have all the services offered by iCloud, the only difference is that I have been paying a yearly subscription fee. Now it's free to everyone.

    You are welcome that I paid it forward!
    Oct 9 09:55 AM | Likes Like |Link to Comment
  • Is The iPhone 4S A Bust? [View article]
    I think Apple will continue to develop and expand the iPad to be more and more capable and eventually there will be little to no difference between desktops and mobile. In fact, the mobile will be your desktop by seamlessly connecting to your big screen.
    Oct 8 05:58 PM | Likes Like |Link to Comment
  • Is The iPhone 4S A Bust? [View article]
    You read the article didn't you? Titles of articles are designed to evoke a response. That's writing and marketing 101.
    Oct 6 04:22 PM | Likes Like |Link to Comment
  • Is The iPhone 4S A Bust? [View article]
    I'm sorry, but I believe your numbers are wrong. Plus, Apple didn't get to be the largest, most valuable company in the world by following your advice.
    Oct 5 02:00 PM | 3 Likes Like |Link to Comment
  • The Upcoming Crash Of Apple And Amazon [View article]
    The plain and simple fact of life is that when you are the king of the hill, you will eventually fall. Now the questions become; when and by what means?

    First I must correct you on some of your statements, such as R&D, where Apple disproportionately spends less on R&D than most other companies in its sector. And as to pricing in Asia, Apple products are selling briskly at full price to a growing upper-middle class. Granted the numbers by population percentage are small compared to the US, but in sheer numbers they are large because China has so many damn people. Also, Apple currently makes up 12% of the Nasdaq after re-balancing from a high of 25%, and 6% of the S&P. For the life of me I don't understand why the most valuable company in the world by market cap is not also listed on the Dow Industrial Average.

    Now, onto the demand problem. This is of concern, because Apple is generally though to be tops in the industry in supply chain management and marketing, so if they miscalculated here, then one has to wonder how and why. If it is an anomaly, then no big deal. If it is a growing and endemic problem, then it could become a big deal. On the flip side, some of the reporting from supply chain consultants has to be scrutinized. Apple has alternative suppliers, so the view from a myopic source, perhaps over-eager reporter, looking for easy press, one cannot draw a definitive conclusion.

    So Karl, while I enjoy your work, your prognostications and analysis in both writing and videos, and take seriously your intuit, I think we would need to see a pattern of missteps by Apple before we conclude they will falter. Having $80 billion in cash can buy a lot of security.
    Sep 28 09:13 PM | 5 Likes Like |Link to Comment
  • Use Apple Options to Buy on Weakness [View article]
    A straddle or strangle are the appropriate strategies for extreme volatility. Writing a put or call would be fool hardy, and expose yourself to unnecessary risks. Writing covered calls is a neutral to slightly bearish strategy, writing puts is the inverse. Both strategies expose you to buying stock.

    if Apple breaks 347, we should expect further downside, as this is a fib level. The only reason Apple has upside potential right now are the news events you mentioned, but these would easily be trumped by further market declines, unless the market believes that the Fed will come to the rescue.

    And it is quite likely that the market fully expects the Fed to come up with some form of QE, just as a junkie expects his pusher man to supply his smack. But if the Fed disappoints, expect the market to drop hard.
    Aug 22 07:46 AM | Likes Like |Link to Comment
  • Is Apple the 'Short of the Century'? [View article]
    Chamber's argument that Apple should be lumped into the same category as other big caps and therefore valued accordingly is ignoring the reality that most analysts have made over the past decade with Apple, and that is that they simply are ignorant to what makes Apple tick. you can't compare Apple with other big caps because there simply is no comparison. If there were then there would be several Apple-like companies with Apple-like performance. But there are not.

    The reasons are simple, there are no other big-cap companies that treat customers like individuals. They don't create products that solve individual's problems, they create products that they think will have either mass appeal, or appeal to the corporate buyer. Apple makes products that individuals want, and then they treat individuals they way they want to be treated. The support experience at an Apple Store is unequaled. Apple doesn't confuse you with a married of choices, they make it easy to choose a product, and then provide the ecosystem around that product to keep you as a customer.

    In short, Apple makes products that people want, then Apple fosters that relationship by treating them like gold. Once someone becomes an Apple customer, they become a customer for life and they also become an Apple evangelist.
    Feb 20 09:54 AM | 11 Likes Like |Link to Comment
  • Will Apple and Research In Motion Benefit from the Google-China War? [View article]
    They don't compete? Hmmm, they're both in the smart phone biz, they're both in the data in the cloud biz, and they're both in the operating system biz. Sounds like they compete to me, even if it appears to be friendly competition.
    Jan 14 07:38 PM | Likes Like |Link to Comment
COMMENTS STATS
49 Comments
139 Likes