Etoile Brilliant

How Apple's Market Share Will Propel Stock to $500, Part 1

Apple may well become a $500 stock but it won't be linked to its performance in the $1000+ laptop market. The future has been and will be low priced netbooks.

Apple's 10 Million iPhone Target

10 million by 2008, no problem. But on what terms and how will the terms affect earnings? This would help us get a better idea of share price.

Apple's iPhone 2.0 'Bigger than the Personal Computer'

Apple's iPhone 2.0 'Bigger than the Personal Computer".

What kind of PC is that? I've just read another article on Seeking Alpha that says SDK can only run one application at a time. The last time I did that was on a pre-Windows DOS 2.0 Compaq in 1986.

Can somebody tell me who to believe on this one?

Apple Should Increasingly Dominate Key CE Markets

AAPL down 14% after hours. Don't they know that this is going to be the #1 phonemaker in 2008????

Apple Should Increasingly Dominate Key CE Markets

".....and release a smaller version (IPhone Nano) it will probably become the world leading mobile phone of 2008 or 2009, Nokia watch out… "

What are drinking that brings out glib statements like this? IPhone sales have been fantastic in the US due to the primitive cellular networks that exists (2.5G) there. In the UK, iPhone sales have been disappointing (Apple have a gagging order on the Carphone Warehouse but they were short of expectations according to the FT) because the competition is too tough. The Nokia N95 (3G, transfer rates of 7Mbit/s, GPS) wipes the floor with the IPhone and it can be had for free - under contract. Nokia has a 30% market share for mobile phones, Apple isn't even on the radar screen.

Apple may be a great buy - but not for the reasons you set out. Please, less hyperbole and more fact, Seeking Alpha readers deserve better.

iPhone Versus the Rest: More Evidence Smartphone Makers Are in Trouble

“I just switched from a Dell to an Apple laptop and love the Mac lifestyle,” says Sanghvi, 22, a recent graduate of New York University. “I never go anywhere without my iPod and cellphone. Now, I’ll only have to bring one device with me.”

This Apple Nut's next purchase reminds me of the Iridium Satellite Phone debacle of 1999. The story goes that the wife of a Motorola executive was sitting on a beach in the Carribbean trying to use her US mobile phone without success. She discussed this problem with her husband and the rest , they say, is history. No one at Motorola bothered to think about the existing technology that might have have solved the wife's problem. It was called GSM and it was in use at the same time by Europe and most of Latin America, Asia and Africa.

Why is this relevant? Well, if Sanghvi and the rest of the followers of Steve (Korash) Jobs at the House of Apple haven't realised, there's a wealth of telephones out in the market that can play music and receive calls. For instance, the SE Walkman models are currently selling at a faster rate than the Ipods did at their same time in the product cycle.

"Yes", people with buy the IPhone in their droves. But "No", there not going to be a mass exodus from other manufacturers (including BlackBerry). I suspect Apple will create rather than steal market share.

PS: Somebody should tell Sanghvi his Dell/Apple choice is a trite binary.