Seeking Alpha

Posts At Eventide

 
View as an RSS Feed
View Posts At Eventide's Comments BY TICKER:
Latest  |  Highest rated
  • Apple's Global Picture In 1,500 Words [View article]
    imac007:

    Thank you for your comment. There isn’t nearly as much attention given to Apple’s performance by regional revenue segment as there is focus on global unit sales of the company’s popular device lines. But regional and local factors influence unit sales around the world.
    May 26 01:13 AM | 1 Like Like |Link to Comment
  • Apple's Global Picture In 1,500 Words [View article]
    Andreas Hopf:

    If Google’s services have been free, how are users “walled in” to the platform? Google remains a major developer of apps for iOS and offers many of its services for free to iPhone owners as well.
    May 25 10:44 PM | 3 Likes Like |Link to Comment
  • Apple's Global Picture In 1,500 Words [View article]
    feier1:

    Apple will keep to a small number of major device lines. But similar to the way Apple offers Airport networking equipment for product users and provides Apple-branded and 3rd-party accessories, the company will continue to market constituent and ancillary products for its devices especially if opportunities for developers and content providers are part of the package.

    The Apple TV provides for iTunes content distribution into the living room and an iWatch may open new markets for developers and service providers.

    In my view, content sells devices.
    May 25 10:38 PM | 2 Likes Like |Link to Comment
  • Apple's Global Picture In 1,500 Words [View article]
    LJF97:

    While Apple may have a fanatical following, it’s not a high percentage of the company’s nearly 800 million customers worldwide. With a current market cap of about $530 billion, I submit it’s earnings growth and not a big expansion of the current multiple that will drive the share price significantly higher. While the market might award a multiple in the range of 16x trailing 12-month earnings, I don’t see a multiple of 20x earnings in the proverbial cards at least not on a sustainable basis.
    May 25 10:29 PM | 1 Like Like |Link to Comment
  • Apple's Global Picture In 1,500 Words [View article]
    retailexecutive:

    Thank you for your comment.

    In my view, innovation comes in many forms. I believe Apple’s migration to 64-bit mobile computing has been overlooked and the platform offered to developers is rich in opportunities.

    I agree there’s something a bit underwhelming for a small investor in being able to purchase only a couple/few shares of a company. This is addressed in the forthcoming 7-for-1 split. The rising dividend and the $90 billion share repurchase program provide support for the share price.

    Apple has just exited a multi-quarter cycle of negative net income growth. It’s my view net income growth is the primary catalyst for the share price. I expect solid net income growth through at least the March quarter of next fiscal year.
    May 25 05:21 PM | 3 Likes Like |Link to Comment
  • Apple's Global Picture In 1,500 Words [View article]
    ptmmac:

    The original iPhone 5 was a cost-challenged handset and was consequently replaced in the market with the iPhone 5C. I believe the margin picture has improved with the iPhone 5S.

    I agree rising net income is the primary catalyst for the share price.
    May 25 05:11 PM | Likes Like |Link to Comment
  • Apple's Global Picture In 1,500 Words [View article]
    believer18:

    It’s wise to read the thoughtful commentary of those with differing views. It provides insight and greater understanding about how others view Apple or the equity markets in general.
    May 25 05:03 PM | 5 Likes Like |Link to Comment
  • Apple's Global Picture In 1,500 Words [View article]
    tgar13:

    There is much discussion (debate) inside the Braeburn Group community concerning how quickly the share price will reach $100 following next month’s 7-for-1 split.
    May 25 05:00 PM | 1 Like Like |Link to Comment
  • Apple's Global Picture In 1,500 Words [View article]
    freewillybird:

    Interesting observation on Google’s interest in Android. All smartphone market share is not created equal and viewing unit sales as equally weighted despite the varying costs and quality of the devices will lead to a misread of Apple’s largest product market.
    May 25 04:58 PM | 1 Like Like |Link to Comment
  • Apple's Global Picture In 1,500 Words [View article]
    Michael:

    Thank you for your comment.

    NTT DoCoMo has yet to complete its first year as an authorized iPhone carrier and China Mobile is continuing its 4G roll out and will participate in the initial roll out of a new flagship iPhone handset for the first time this fall.

    The change in US carrier upgrade policies has, according to Apple management, pushed some upgrade activity into the June quarter. Additionally, Apple adjusted iPad channel supply in the March quarter versus channel supply adjustments in the June quarter last year. I’m expecting a strong June quarter outcome relative to the unimpressive June quarter results one-year ago. This quarter has the softest prior-year comparison for measuring revenue growth of any quarter this fiscal year.

    I don’t expect the Surface 3 to pose much competition for the iPad in the consumer tablet market and most of the new products for the Android platform being brought to market are for competition in the mid-line to low-cost product tiers.

    This is not to dismiss Apple’s growth challenges. The domestic high-end smartphone market is rapidly maturing and it will take years of investment and effort to develop a strong market presence in emerging economies such as India, Brazil and Indonesia.

    I consider Lenovo a much bigger threat to Samsung than the company poses competition for Apple. The stiffening competition among Android device makers that compete almost exclusively with one another is a story that receives comparatively little coverage compared to interest as to how any of the device makers you mentioned might create competition for Apple.
    May 25 02:45 PM | 8 Likes Like |Link to Comment
  • Apple's Global Picture In 1,500 Words [View article]
    bgold1955:

    Thank you for your comment.
    May 25 12:33 PM | 2 Likes Like |Link to Comment
  • Apple's Global Picture In 1,500 Words [View article]
    bjnflicks:

    Apple’s institutional ownership remains low and increased institutional demand will provide support for the share price. It’s challenging at best to forecast share price valuations for Apple over the long-term. The ongoing share repurchase program and the rising dividend also make the shares attractive at the current valuation.
    May 25 12:32 PM | 6 Likes Like |Link to Comment
  • Apple's Global Picture In 1,500 Words [View article]
    rsbduff:

    Please remember with the $90 billion share repurchase program underway, the share price is rising faster than the rise in market cap. Additionally, management has signaled the quarterly dividend will continue to rise and dividend increases will be announced annually.

    Apple has recently exited a multi-quarter cycle of negative net income growth and rising net income over the next several quarters will support further advances in the share price.
    May 25 12:18 PM | 8 Likes Like |Link to Comment
  • Apple's Global Picture In 1,500 Words [View article]
    alpha321:

    Most consumer studies suggest a larger-screen iPhone will increase the product line’s unit sales. More importantly, Apple is adding new eco-system customers by the day and it’s Apple ability to attract new customers and enhance the product sales and services relationship with the company’s 800 million existing customers that will generate long-term growth.
    May 25 12:13 PM | 5 Likes Like |Link to Comment
  • Apple's Global Picture In 1,500 Words [View article]
    palminator:

    The value of the China Mobile agreement will unfold over time. The carrier will participate in the roll out of the next flagship iPhone handset and the implementation of the carrier’s 4G network is underway. Please don’t forget the importance of NTT DoCoMo, Japan’s largest carrier. As Apple’s management has stated, the change in US carrier upgrade policies has skewed the pace of domestic iPhone upgrade activity.

    While there might not be another China Mobile to add as an iPhone carrier, establishing markets in India, Brazil and other emerging economies will benefit revenue growth over the next few years. Europe’s economic recovery will also boost Apple’s revenue growth performance. At this time, Europe remains Apple’s second largest regional revenue segment.
    May 25 12:01 PM | 9 Likes Like |Link to Comment
COMMENTS STATS
858 Comments
1,036 Likes