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  • Apple: Where Is The Inflection Point? [View article]
    I do. I wanted to publish another article about this subject but it was rejected. Apple has problems to stay innovative. You can see it already on their balance sheet. Why so much cash? Innovation seems to be gone.
    Dec 5 03:18 AM | Likes Like |Link to Comment
  • What The iPhone 5 Tells Us About Cook As Apple's CEO [View article]
    I really think Apple is going to take over TomTom with some pocket money.
    Sep 24 08:20 AM | Likes Like |Link to Comment
  • Without Steve Jobs, Apple Is Without A Map [View article]
    Amsterdam, 12 June 2012 – TomTom (AEX:TOM2) has signed a global agreement with Apple® for maps and related information. No further details of the agreement will be provided.

    AAPL is just going to buy TomTom so they don't have to worry about maps anymore.
    Sep 23 01:57 PM | 3 Likes Like |Link to Comment
  • Apple's Win Over Samsung Is A Kick In The Teeth For Google [View article]
    brrrrrrrrrrrrrrrrrr
    Personally I think Apple (AAPL) is going to be the big loser.

    Current patent laws do not foster innovation and only encourage crony capitalism where one company wields The System to bludgeon their opponents. Designs should only be protected as far as preventing a company from misleading the consumer into thinking a product is a different product. In short, to protect against knock-off products. User interface design and software design, beyond the art assets themselves, should also not be able to be patented. This is crony capitalism at its best and Apple should be ashamed.

    Where we go from here?

    Is putting a gps in a car an invention? is putting an aux or usb port in a car an invention, is using a carbon fiber body on a car an invention? should any of this be patentable even on the basis of design? What if the shape, form, even trade dress of cars were exclusive? Tech patent system is broken and Apple is being a real iDouchebag.
    Aug 28 08:34 AM | 2 Likes Like |Link to Comment
  • 5 Reasons Apple Is A Bad Bet [View article]
    If you think SA contributors are crap, why you come then on this website reading this article.
    May 13 07:04 AM | 1 Like Like |Link to Comment
  • Apple: Where Is The Inflection Point? [View article]
    Once a contrarian, always a contrarian.

    I am not bearish on Apple but I am only debating that the growth is not sustainable. Not all Chinese RTO's are frauds.
    Apr 8 03:02 PM | Likes Like |Link to Comment
  • Apple: Where Is The Inflection Point? [View article]
    If I was an expert I would have been rich or poor. But I am just the average guy having an opinion.

    Btw if you had read my disclaimer you could see that I don't know what is going to happen. The only thing I know is that I sold Apple too early this year and I missed quite a nice profit.

    I'm fully aware that the Soros' model mentioned in this article may be wrong or inadequate for Apple's situation. I also realize that prices in the far-from-equilibrium area do not follow any strict rules. Hence, there is a high risk in going against the prevailing bias. Just look at Ed, already bearish for such a long time.
    Mar 29 08:41 AM | Likes Like |Link to Comment
  • Apple: Where Is The Inflection Point? [View article]
    @iObserver @drsambansal and others I appreciate and respect your comments

    I want to bring some controversy in my Apple articles, because investors seem to be to enthusiastic about Apple's future. Things can change rapidly in the tech business. I don't have to give examples, because every investor can name some: from Nokia to Cisco.

    To much faith and confidence in a company can lead to disappointments in the end. Apple's dependence on iPhone/iPad is just enormous. One big failure in those fancy technological products and users switch shoes.

    The Soros model is just a model which doesn't predict Apple's stock price nor doesn't predict Apple's future. Apple's future is in their own hands.

    This article is written to debate/argue where the inflection point could be and what could be the first signs. I respect everyones view and from a valuation point Apple has still room to grow in stock price. Months ago I predicted that Apple would go to $600 and maybe we will see $1000 in the nearby future.

    But to be honest, I don't think $1000 is going to happen! Why? Because Apple's competitors are not sitting on their butt. Samsung, HTC and Nokia are going to heat up the plaza. Nokia in combination with Microsoft will regain lost ground with their new set of Lumia smart phones.
    Mar 29 03:53 AM | Likes Like |Link to Comment
  • Apple: Where Is The Inflection Point? [View article]
    The problem with so many apps in the App Store is the discoverability, distribution and analytics. Apps have to be discoverable, so distribution plays an important role.

    A developer can make a great app, but a big chance that it fails because of the size of the App Store and of course the fact that every day many new apps are released.

    For developers it's difficult to differentiate themselves. That's why many developers are complaining and switching to other platforms who are more developer friendly.
    Mar 28 04:10 PM | Likes Like |Link to Comment
  • Apple: Where Is The Inflection Point? [View article]
    Personally I think right now they would turn to (Nokia) Windows. Nokia and Microsoft are even paying money and giving a lot of extras to developers for developing Windows apps.

    The exaggerated expectations in my view are the growth numbers that can't be sustainable in the future, but the timeframe when the inflection point has been reached is hard to predict. Look at Ed, he already was negative three years ago.

    As I stated in my article:
    I'm fully aware that the Soros' model mentioned in this article may be wrong or inadequate for Apple's situation. I also realize that prices in the far-from-equilibrium area do not follow any strict rules. Hence, there is a high risk in going against the prevailing bias. Just look at Ed, already bearish for such a long time.
    Mar 28 03:59 PM | Likes Like |Link to Comment
  • Everybody Loves Apple [View article]
    Maastricht is the Capital of the Province where I live, a beautiful city.

    AAPL's growth is phenomenal and will be in the foreseeable future, but things can change. The Northern Europe example: Nokia was first the leader, than players like Apple and Samsung appeared which affected Nokia's market share in smart phones. Now we see a reversal because many people want to try a Windows phone (Lumia).

    All that things can also happen in the U.S. or China.
    Mar 18 12:54 PM | Likes Like |Link to Comment
  • Everybody Loves Apple [View article]
    I was long AAPL but I sold to early, despite that I think Apple can go to $700. As I mentioned already earlier I wanted to bring some controversy in the article by mentioning: "if users get bored".

    In my country The Netherlands we see already a switch to the Nokia Lumia phones. The iPhones are not ranking number one anymore in Northern European countries.
    Mar 18 09:54 AM | Likes Like |Link to Comment
  • Everybody Loves Apple [View article]
    I wanted to get some controversy in the article because we all know from experience that a company gets always into a period that business is not usual at all. From Nokia to Dell.
    Mar 18 09:49 AM | Likes Like |Link to Comment
  • Everybody Loves Apple [View article]
    What has SPAM to do with the discussion about Apple? My blog China Investor King is just a blog where I try to discuss undervalued U.S.-listed China stocks.

    Btw there are some Dutch colonies that are doing great. New York, Indonesia and some others.
    Mar 18 06:37 AM | 1 Like Like |Link to Comment
  • Everybody Loves Apple [View article]
    Btw it doesn't mean that I am not positive about Apple, otherwise I would write a short article. I wanted to bring some controversy in the article by stating in the article: that if users get bored it could have impact. Some months ago I already twittered and mentioned that Apple is going to be $600 by year end.
    Mar 18 06:21 AM | Likes Like |Link to Comment
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