Apple Inc. (AAPL)
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- False Data Clobbers the Markets [view article]
- Bloomberg's Premature Steve Jobs Obit: Why? [view article]
- Why Apple Stock Is Poised To Go Flat - At Best [view article]
- Record Companies Starting to Shun iTunes [view article]
- Apple: Great Company with Lofty Valuation - Due for Pullback [view article]
- No Leadership from Apple Right Now [view article]
- Steve Jobs: Not Dead Yet [view article]
- Board and Executive Compensation in S&P 500 [view article]
- Steve Jobs Isn't Dead Yet! [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Apple's China Debacle: The Corporation as an Agent of Social Change [view article]
- Obama Plays - Fast Money Recap (8/27/08) [view article]
loading ...Recent AAPL Articles
- False Data Clobbers the Markets
- Why Apple Stock Is Poised To Go Flat - At Best
- Steve Jobs Isn't Dead Yet!
- Record Companies Starting to Shun iTunes
- Steve Jobs: Not Dead Yet
- Bloomberg's Premature Steve Jobs Obit: Why?
- Wall Street Breakfast: Must-Know News
- Apple's China Debacle: The Corporation as an Agent of Social Change
- Obama Plays - Fast Money Recap (8/27/08)
- No Leadership from Apple Right Now
- Full List of Articles »
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Record Companies Starting to Shun iTunes [view article]
I don't buy CDs anymore at all, unless I can find them used. ReplyFalse Data Clobbers the Markets [view article]
shadowstats.com - for real, unadjusted macro econ data. ReplyWhy Apple Stock Is Poised To Go Flat - At Best [view article]
1) Big numbers 2) Jobs mortality are the only arguments worth responding to.1) Big numbers - If Apple overtakes PCs as the dominant computers worldwide, this is not a concern.
2) Jobs' health - In my view, this is only a short-term concern and only a serious concern for the next two years or so. If something happens to Jobs within the next two years (I pray that nothing does), I and every idiot out there will short Apple for one month or so. Then there will be others in Apple who will take over. There ARE others, who are very prominent within the company. Within the next two years these others will become more and more prominent without. Reply
False Data Clobbers the Markets [view article]
Great perspective. However the alternative to not releasing preliminary data is trading by insiders (not necessarily management but just those that know sooner than others). Transparency trumps perfect timing.In my little niche, the software market, we see a variation all the time. It's not a matter of false data but no data. The pundits say:
-- Microsoft is in an end-game state (except that it is growing as fast or faster than all the other leading software suppliers except Google and is active in all the likely future technology trends, not just Search, leading in some of them)
-- SaaS is taking over the software world (except there is no data to back up that claim even though SasS--nee ASP--has been out there for 10 years, or more depending on how you count)
-- Cloud computing is the next big thing (except it has been around for 50 years) Reply
Record Companies Starting to Shun iTunes [view article]
The basic cost assumptions of what it costs to "manufacture"... a CD are ridiculous and naive in the model presented in this article. Anytime you are handling a manufactured good, your costs are considerably higher. You have packaging costs, warehousing costs, inventory systems, shipping, stocking, returned product from retailers when they don't sell, defective product, instore promotion costs, costs for all the people associated with these activities, etc. etc. etc. Also, the cost to record albums has dropped dramatically in that digital equipment has enabled the recording and mixing of albums to be done much more efficiently. This is an industry that has historically been fat in their expenses, and passed down very little to their artists except at the very top tier (maybe 2 - 5% of the artists in their mix). The industry is changing dramatically and they need to adjust. Having said that, it would be in Apple's best interest, and that of the artist and industry, to sell select albums only as albums, but which ones? Who is going to play Solomon? If you try to sell them all as albums it would be a huge step backwards, and a return to piracy. Here's a concept for you music industry, have each of your acts write and produce albums on which ALL the songs are great and which consumers will therefore want to buy!Lastly, the biggest danger to the music industry is not single track sales, but the lack of music programs in our schools that help develop top talent and keep great artists coming. Artists that can actually carry a tune and play instruments rather than sample other peoples work! In other words, a creative renaissance! Reply
Why Apple Stock Is Poised To Go Flat - At Best [view article]
If you need a quick, derisive laugh, check out his 'website'. ReplyFalse Data Clobbers the Markets [view article]
WOW where do I beginFirst: The government is LYING!
Look at a web site called shadowstats.com this site calculates inflation at about 14% NOT 1.9 used to calculate the phony GDP numbers.
If you want to know how they come up with these BS inflation numbers and the BS GDP numbers watch this explanation with slides www.chrismartenson.com...
“The bottom line is that this planet is flush with oil”
Yea that is why at 150 per barrel there is not a flood coming into the market.
LOOK AT THIS www.chrismartenson.com...
I would go on but I do not have the time
Reply
spenser
False Data Clobbers the Markets [view article]
Are all negative thoughts written off in your world, simply because they are negative?Plenty of oil scholars say it's during the next 5-15 years that we'll have supply problems, before other energy sources start handling a meaningful percentage of the burden. So you give no credence to those who claim depletion and refining limits are going to cause supply problems, and China and India will be wanting more and more oil?
Are you close friends with Steve or what? How do you know the rumors of Jobs' illness are false? I'm not saying they are true, I'm saying there is a possibility they are true. I suppose no one ever dies in your world? I'd love to live there, reality is a lot less fun. Reply
Why Apple Stock Is Poised To Go Flat - At Best [view article]
I agree with most of the postings above – this guy is clueless. Yes, of course the law of big numbers will prevent Apple stock from making a "similar move like the last two years" but that doesn't mean the stock will be flat.This guy has a "Chicken Little" mentality.
Reply
Board and Executive Compensation in S&P 500 [view article]
when I read the insiders activities on the stocks that i own i always see large blocks of stocks being sold or option being exercised. As a stock holder i paid for my shares these insiders didn't there shares came from the stockholders. The only company i have that has honest management is brk.a/b ReplyWhy Apple Stock Is Poised To Go Flat - At Best [view article]
What a pile of crap. Does this author understand anything about Apple, or just read the competitors' news releases, and listen to the shorts as they try to trash Apple. ReplyFalse Data Clobbers the Markets [view article]
Sounds like this guy's been writing speeches for McCain. ReplyWhy Apple Stock Is Poised To Go Flat - At Best [view article]
So wait a minute...Apple's market cap is getting too big, but it is just now attempting to go mainstream?Let's continue to poke holes in his arguments:
1. "I mean Apple being a larger company than GE with only 5% market share in the electronics department, I doubt it."
When Apple is still doubling it's earnings (counting deferred revenue up front), not that difficult. You see, there comes a firm belief from many of us that Apple will be the computer of choice in five years. It will overtake Microsoft. Apple will overtake GE in marketcap. Apple will become the biggest company in the world by owning our entire digital life.
2. "What if people prefer a much smaller mobile device with only voice capabilities to a large one with a screen and a lot of data tools?"
Not gonna happen. It's about convergence in the future. But even if so, then Apple will make one that's easier to use than any other competitors device. It's the beauty of Apple. They don't necessarily start trends. They see where they are going, and do it better than anyone else.
3. "Recent projections tie a significant amount of projected revenues to the App Store."
A few. But not enough revenue to significantly affect earnings.
4. "I think major game developers would be quick to establish their own devices and own App Stores."
[sarcasm]Right...becau... EA made their own Nintendo DS.[/sarcasm]
It's all about convergence. No one wants to carry around 3 or 4 different devices in their pocket. That's why a "smaller mobile device with only voice capabilities" is not the future.
Game developers will embrace the iPhone. Period. They aren't going to make their own device, especially given the costs and since the App store isn't a profit maker anyways.
Apple's whole business model has been to use iTunes, to use the App Store to sell hardware...iPhones, iPods, Macs. That's why so many other online music services have failed, because the service in itself isn't that profitable.
5. "Apple is trying to make up for its decreasing margins in the devices department through making use of the greater volume in its iTunes and App Store. However, if a serious attempt is made by Apple’s rivals in targeting its online stores Apple’s profit margins can be under serious trouble. In turn, an earnings miss could make a huge dent in Apple’s stock."
Remember that the iPhone isn't just $199, but that it's getting at least $200+ per device from the carriers. So technically, it's margins are not decreasing on that product at all.
Second, Apple's rivals have seriously tried to make a dent against iTunes. Microsoft, Dell, Napster and they have all failed!
6. "As people get more financially strained, discretionary premium products are the first thing to go."
Possibly. But cell phones are no longer a discretionary product. I think as things get tighter, consumers will get smarter.
What will get canceled is satellite radio services as you can now access programs and radio on the iPhone itself. Satellite TV and Cable will get canceled because you can now access just the shows you want through AppleTV and the iPhone.
Convergence!
Heck, even a MacBook or iMac will save you money because of all the software that comes with it. Reply
Why Apple Stock Is Poised To Go Flat - At Best [view article]
What planet did this guy come from? Is he naive or just an ostrich with his head still in the sand? If you want to take the 'pulse' of Apple you just cannot do that from a lofty chair on Wall Street or anywhere else. It's like politics, you need to get down in the grass roots. Visit an Apple store and you will understand what Apple is about. Its not about cost or breadth of products, its about "user experience". Yes they stumble sometimes but no more than any big company. How many of us have seen our companies stumble even more than Apple? The key is, they try their best to fix things and the bottom line is, their products provide a great user experience. To those who pick on people and call them names just because they like Apple or have stock I say, get a life or better yet, some therapy. ReplyFalse Data Clobbers the Markets [view article]
You are exactly correct. The press and negative spin has become comical and inexcusable. Oil will go lower, the market will go higher, and aapl will have a stellar end of year. Long AAPL. Reply