Seeking Alpha
  • Dennis Baker
    If you are investing in a company because you think it's the next $AAPL, you are destined to be seriously disappointed. $NOK $BBRY
    11/24/12
    Reply (63)
    • Ronin.: Is this an IQ test?
      11/24/12
    • Dennis Baker: It's just a silly comment I see popping up on articles "NOK could be the next Apple!" or "BB Could be the next Apple!"
      11/25/12
    • Dennis Baker: Maybe NOK or RIMM will get their stuff together and do just fine, but neither will disrupt markets or create new markets the way Apple did.
      11/25/12
    • Ronin.: Those who can't recognize that Apple represents a rare outlier in technology or as a business, has got there head in a dark place...
      11/25/12
    • Ronin.: And...we definitely have those guys on SA...
      11/25/12
    • Dennis Baker: When I invested in AAPL 7 years ago I never though Apple would be top dog of tech.. it's been a wild ride, a rare outlier indeed.
      11/25/12
    • eldaedhel: NOK is a sinking ship, the cost structure of the company is not sustainable
      11/25/12
    • andyk80: To think that AAPL would continue its incredible growth of the last decade is also destined to be seriously disappointed.
      11/25/12
    • turtledividend: What are you sheeps talking about? Nokia never compared themselves with AAPL, it was Balmer's big mouth who says he is competing with AAPL.
      11/25/12
    • turtledividend: @Dennis Why do you have to tag AAPL and RIM? You sound a bit condescending. I've never heard anything like that come out of NOKIA employees
      11/25/12
    • turtledividend: MSFT/WP8 is competing with AAPL. NOK just chose the better ecosystem for their hardware. Your spending to much time at Yahoo Boards!
      11/25/12
    • eldaedhel: You can have the best product, if you lose money for every phone you sell - you're not gonna last long in the business.
      11/25/12
    • turtledividend: Go wave your poms poms at the MSFT Board. Have a nice day. =)
      11/25/12
    • DeepValueLover: I feel sorry for Nokia investors.
      11/25/12
    • Ronin.: See...if u were wondering about my 1st comment...cognitive IQ and emotional IQ on the low end...comes on and talks "sheep" and "pom poms"...
      11/25/12
    • Dialectical Materialist: Turtle, anyone reading the SA articles on $NOK lately knows exactly why Dennis said what he did. Many people are claiming the "next $AAPL"
      11/25/12
    • Dialectical Materialist: Even AAPL is not the next AAPL.
      11/25/12
    • Dennis Baker: I've never heard NOK employess saying anything about being the next Apple. Just a fair number of misguided investors here on SA.
      11/25/12
    • Dennis Baker: @andyk80: I agree. I've invested in Apple based on them having moderate growth for the past 6 years. I've been pleasantly surprised a lot.
      11/25/12
    • shangjeen: NOK is not the next AAPL, but AAPL is the next INTC. ;-)
      11/25/12
    • Ronin.: "AAPL is the next INTC"....based on what?
      11/25/12
    • scott trader: I guess he supposes they are going to become a giant chipmaker.....
      11/26/12
    • shangjeen: Based on the fact that like INTC they are overly focused on minor incremental upgrades while tech moves on.
      11/26/12
    • shangjeen: But of course, in terms of market dominance, manufacturing prowess and R&D I'd have to say long-term INTC is a better bet than AAPL.
      11/26/12
    • scott trader: tech moves on???/ aapl not participating??
      11/26/12
    • Ronin.: Look, Apple transformed the last two major movements in tech: smartphones and tablets...how long ago? 5 & 2 years ago.
      11/26/12
    • Ronin.: Intel remained with their emphasis on non-mobile chips, their foundation being a shrinking industry, PCs...tablets & sm phones are expanding
      11/26/12
    • Ronin.: Intel has made vast improvements, it's just that faster isn't what the masses want...they want power-efficiency, light, mobile devices
      11/26/12
    • Ronin.: Apple considers the customer experience and the markets they sell into, and how that might be successful, before putting things out...
      11/26/12
    • shangjeen: Ronin, 5 years is a lifetime in tech. RIMs entire rise and decline happened in 5 years (2006-2011). If AAPL sticks with tired iOS same story
      11/26/12
    • shangjeen: Just to make clear, major RIM growth happened 2006 onwards although of course I'm aware they were ard before that.
      11/26/12
    • Ronin.: RIM is not a reasonable analogy, they belong to a different mentality as a phone maker in tech and were disrupted....
      11/26/12
    • Ronin.: 5 yrs and Apple has about a 50% penetration into global providers, with lots of growth left per provider. iOS has changed overtime....
      11/26/12
    • Ronin.: Have you missed the news that Forstall is out? You make assumptions that Apple will stand still like RIM has for 3 years....unlikely...
      11/26/12
    • Ronin.: Another glitch....did not post twice...
      11/26/12
    • Dennis Baker: Apple hasn't unturned an industry in 2.8 years, they've jumped the shark!! What other company do people hold to this sort of standard?
      11/26/12
    • Somporn Suksi: I don't get this thread. On to the next...
      11/26/12
    • shangjeen: 2.8 years? iOS has barely changed in the last 3-4 years. Most of its "innovation" has been via 3rd party - cross platforms soon
      11/26/12
    • shangjeen: Android reached 75% mktshare worldwide in Nov. If trend continues we prob see WP competing strongly w AAPL next few yrs.
      11/26/12
    • Dialectical Materialist: Android market share is misconceived. It is clear that folks are not actually using as many android phones as market share suggests.
      11/26/12
    • Ronin.: 2.8 represents iPad, not iOS. Android has access to much more areas because there are multitudes of companies, many with local connections..
      11/26/12
    • Dialectical Materialist: Too many of these phones are not actually in the hands of people using the internet. Apple's "mind share" is huge.
      11/26/12
    • Ronin.: No single company can claim anywhere near the penetration of the conglomeration of all the companies using Android... On iOS innovation:
      11/26/12
    • Ronin.: If they changed icon sizes and colors, u would notice...but just as a casual user, I've seen many changes to functions and options over time
      11/26/12
    • Ronin.: A more interested tech person would see much much more than I see. If u dont notice, u probably haven't paid attention....
      11/26/12
    • Dennis Baker: I have a suspicion when you buy a Samsung phone they come with cards telling them why their phone is better.
      11/26/12
    • Dennis Baker: It's filled with phrases like "Apple isn't Innovative", "iSheep", "iPhone's screen is tiny", "Apple users are Blind", "iPhone isn't cool"
      11/26/12
    • shangjeen: Ronin: Exactly - and if theres one lesson we learnt from Win vs Mac or VHS vs Betamax - its conglomeration always wins.
      11/26/12
    • Ronin.: Depends on the definition...I doubt HTC or LG or Motorola honestly think they are winning. But, we can all make our stock bets accordingly
      11/26/12
    • Ronin.: But...I promise not to call you a dope or a zombie out on the threads for buying MSFT stock...
      11/26/12
    • Ronin.: Here's some info on how our "Betamax" is doing in the marketplace: http://bit.ly/SpOqKa
      11/26/12
    • scott trader: one more good deal and I 'm broke
      11/27/12
    • renchuyu1: NOK do need to be APPLE or SAMSUNG to got a 10 time gain
      11/27/12
    • Dennis Baker: @renchuyu1 - No argument there. That's kind of half my point. Though I'd argue RIMM has a better chance of being a 10 bagger from here.
      11/27/12
    • Ronin.: Conglomeration has meant that almost nobody in that group wins....so far, Samsung only...still the big big profit winner: Apple
      11/27/12
    • Ronin.: Conglomeration is a poor bus. model; why? Many poorly differentiated products that end up competing on price... minuscule margins for most..
      11/27/12
    • scott trader: at least apple is in attack mode......
      11/27/12
    • Ronin.: Yep, entering the holidays with refreshed iPhone, iPad, iPods, MacBook, iMac, and the mini...
      11/27/12
    • Dialectical Materialist: Sans iMac. It is still "coming soon". Very disappointing because I wanted to buy one and give someone my existing iMac.
      11/27/12
    • Dialectical Materialist: Oops. Sorry I missed that it will finally be here. I wonder if demand will be strong? I have heard lots of people say they were waiting.
      11/27/12
    • Ronin.: IMac looks ultra thin now...but u might have to get an external DVD/CD drive for when u need one...
      11/27/12
    • eldaedhel: AAPL increased R&D and took over Samsung in smartphones in the US, these are concrete reasons to believe in AAPL
      11/27/12
    • eldaedhel: And AAPL has really robust position in Chinese market.
      11/27/12
      From other sites