Apple Inc. (AAPL)

All Comments on AAPL

  • commenter
    Malkiel
    Jun 12 11:38 AM
    Apple's Annual Developers' Conference Disappoints For Its Lack of Innovation [view article]
    I suppose most of the analysts are no more savvy technology users than the general population and most need some narration spoon-fed to them, but as an end-user with some experience using the various OS's out there I was impressed with the new slickness that Leopard appears to bring to the Apple desktop. The current Mac OS "Tiger" can be characterized as tasteful and user-friendly but conservative; but Leopard brings color and sophistication and 3d motion to the package that makes Vista look static. I'm now more excited about the Leopard launch in October knowing that the product was better than I had imagined and I would expect it to generate iphone-like excitement as its launch approaches... Reply
  • commenter
    Malkiel
    Jun 12 11:31 AM
    Goldman Remains Bullish On Apple After Software Developers Conference [view article]
    When the differential between the current price and the target price are so small as a percentage of share price it's tough to hold on and not get shaken out by the volatility. Any given down day from here on could well be the end of the run. I happen to think that the introduction of computers with Leopard in the Fall will be a new story with its own upside, so that target price should be seen as a moving target... Reply
  • commenter
    sbz
    Jun 12 11:03 AM
    Why Wall Street Didn't Like Job's WWDC Apple Leopard Keynote [view article]
    SeekingAlpha is home to many fools who enjoy flaunting their imprudence, I understand. But, in your critiquing of Carl Howe, step back for a second and compare him to the majority of other participants around here. Carl is always analytical, always "right on target", and always fair in his assessments. While I agree this is one of his more vague posts, be easy. He said he was going to dissect some of these occurrences in the coming days. Check his other posts, he’s always very detailed.
    Howe is the best AAPL analysts that I’ve seen contribute on SeekingAlpha. Call me a fanboy, call me a fool, but that’s my $0.02.     Reply
  • commenter
    Tom B
    Jun 12 08:55 AM
    Should I Buy Apple for My IRA? Perhaps After the iPhone Launch [view article]
    "Google and Web 2 has been seen as Microsoft's biggest challenge. But what may be insurmountable for Microsoft is the Google-Apple one-two, which could lay it out cold."

    Agreed. We Apple admirers are often called fanatics, but, from my perspective, I don't see how all the cash in the world could keep MSFT together long-term, given that the speed/security/quality gap between their products and the competition keeps getting bigger and bigger.     Reply
  • commenter
    Tom B
    Jun 12 08:47 AM
    No Real News at Apple's WWDC [view article]
    Actually, the EA game thing is huge. Macs have always been decent game machines, but have suffered from fewer titles due to lower marketshare vs Windows. Getting more games would remove one more barrier for potential "switchers". Reply
  • commenter
    Tom B
    Jun 12 08:41 AM
    No Real News at Apple's WWDC [view article]
    Some key points: 1) one expects (at least I expect) decent performance from 10.5 (unlike Vista) 2) MSFtThas pretty much dropped the ball on usable 64 bit computing, so far-- so this is probably a BIG DEAL to developers. Reply
  • commenter
    Jon T
    Jun 12 07:57 AM
    Takeaways From Jobs Keynote: 64-bit Leopard Is Big; Safari On Windows [view article]
    Well done Larry. Everyone else saying this was a non-event have been blinded be delusional over-expectation!

    These features and products are significant and Apple moves further ahead of the game, without doubt.

    By the way, the Windows Safari was to contain Google and Yahoo search according to Jobs.     Reply
  • commenter
    ET
    Jun 12 07:48 AM
    Why Wall Street Didn't Like Job's WWDC Apple Leopard Keynote [view article]
    IMO, what happened yesterday was brilliant; it just went over most everyone's head - especially yours. Secondly, you failed to dissect anything so I'll help you. My first suggestion to you is relearn the lessons taught to us with Virgil's The Aeneid and the myth of the “Trojan Horse”.

    Job’s is a master marketer, and yesterday he showed tremendous tact and restraint in the delivery of his strategy. The Safari browser is a “Trojan Horse”. Although it serves more than one purpose (greater functionality and reliability than that of Explorer or Firefox), it only serves one master, Apple. The truth is (especially writers like you) most everybody didn't know what they were really looking at. If, for any reason, there’s an issue with Safari working on XP and Vista, Microsoft will have serious problems; I believe the move in chess is called a trap.

    Furthermore, EA and ID are releasing titles for Apple. Wake up! This is huge. This is entrée into a previously unattainable market segment with tremendous revenue possibilities. In fact, Apple has not been able to participate with the gaming segment for quite some time. One of the biggest obstacles for PC guys (gamers = males 10-30 yrs. old) when deciding to switch to Mac are games - or the lack of them. Not anymore. This opens up new revenue possibilities. Gaming is what also drives personal computers to reach new speeds and visual technologies (if you learn how to listen to engineers you’ll find this confirmed – but wait, you don’t listen to anyone other than you.

    As to the change in styling’s, graphics, etc. I can't even go into this. Your commentary is like a pair of brown shoes with a tuxedo.

    As to the iPhone, well, the decision to let programmers participate with the iPhone(without fully giving away the keys to the kingdom) is a $0.00 cost product development methodology by Apple that can be leveraged for insight and innovation within the developer community.

    Now, about the stock; here are the facts. Last year during WWDC 2006, this is actually what happened during the five day period.

    Prior to WWDC 2006, Apple traded at $67.21.

    Day 1 of WWDC 2006: $64.78
    Day 2 of WWDC 2006: $63.59
    Day 3 of WWDC 2006: $64.07
    Day 4 of WWDC 2006: $63.65
    Day 5 of WWDC 2006: $63.94 

    The following information is from the 5 day trading period following WWDC 2006:

    Day 1 after WWDC 2006: $63.94
    Day 2 after WWDC 2006: $66.45
    Day 3 after WWDC 2006: $67.98
    Day 4 after WWDC 2006: $67.59.
    Day 5 after WWDC 2006: $67.91 

    Of particular interest is that during the WWDC week AAPL introduced the iPod NANO, iPod Shuffle and Itunes 7 and its new features.

    WWDC 2007 

    Friday: $124.49

    WWDC week: Monday’s trading ended with the stock around $120.12 and there’s still Tuesday, Wednesday, Thursday, and Friday to go.

    Too many times writers like yourself get stuck staring at "the finger" rather than what the fingers pointing to and too many times you've built your opportunities off of someone else's work. What becomes so damn disheartening is that you're more times than not you're grossly incorrect. As a man, not a writer, you may wish to learn to pay attention to the message and not the messenger.     Reply
  • commenter
    Jon T
    Jun 12 07:17 AM
    Should I Buy Apple for My IRA? Perhaps After the iPhone Launch [view article]
    My answer is this.

    Remember Google at $84. What has driven it, as well as good numbers, is it's ability to change things, mostly for the better, which keeps customers happy.

    Apple is in the same position today. Happy, fast growing customer base, making products AND software that are going to change things for the better. In particular, where others have stalled, run out of steam and imagination, and are seen to be failing in the face of the Apple innovation machine; and I mean largely, Microsoft.

    Google and Web 2 has been seen as Microsoft's biggest challenge. But what may be insurmountable for Microsoft is the Google-Apple one-two, which could lay it out cold.

    And that may just make $125 look like a gift.     Reply
  • commenter
    Jon T
    Jun 12 06:29 AM
    No Real News at Apple's WWDC [view article]
    Who's in a sulk then?

    What about new Desktop with stacks, 64 bit, 5 versions same $129 price, new Finder, QuickLook, iChat Theatre and effects, Time Machine working with Quicklook and CoverFlow, version 3 of Safari and a Winodws version - twice as fast as Internet Explorer, iPhone programming with Web2 and Ajax, etc etc.

    Trouble is, you have allowed yourself to fall into the trap of believing every Jobs Keynote will contain a new blockbuster like iPhone, or iPod or next next version of OS X.

    And that's plain stupid.

    This is a great consolidation and all round improvement and implementation of many features which will all become exceeding important. Wait and see - if you aren't too vision-challenged.     Reply
  • commenter
    jgphoto1
    Jun 11 11:00 PM
    The Power of the Apple iPhone: Will People Switch to AT&T Just to Get One? [view article]
    "Deciding whether or not to sell the rest of my clients' Apple shares has been a tough decision. For now, I have trimmed back larger positions to be average-sized at most. There is currently enough potential for me to hold onto some shares, but given I am getting a little skeptical - Apple is no longer is a large position in the accounts I manage."

    While I can understand that the altitude is enough to make shareholders a bit dizzy, giddy and frightened, it might help to take a rest, look up and ponder the long view. This is not some local hill at the state park, this is a friggin mountain. This is Everest. And once you get your bearings you will begin to realize that we have only completed the first leg of the climb. Weekend warriors, hedgies and those with their noses hopelessly buried in charts will bow out and pat themselves on the back for a nice double. Investors with vision and guts will press on because soooo much farther to go before that even get close to that peak.

    Yes the iPhone has been hyped, analyzed ad nauseum and to some degree success has already been factored into the share price. Yes expectations are high but I think the current buzz will pale in comparison to the buzz generated when customers finally get their hands on it. This IS a revolutionary product in terms of it's elegance, integration, user interface and software (which BTW has now been opened up to third party developers). Those who dissect and it and claim there is nothing new here fail to see that the iPhone is more than the sum of it's parts.... which is the secret of formula of Apple as a company as well. It's not about the parts, as important as they are....it is about the design, integration and simplicity of the whole and how it "connects" with other species in the same ecosystem and ultimately how it connects with the user. What Apple offers in it's various product lines is nothing short of the anecdote for a fragmented, overly complex user experience otherwise known as modern life.

    All the buzz and hype we have seen to date speaks volumes about the clutter of the mobile space pre iPhone. Once it comes out and people can get a first hand experience of the touch screen, seamless integration and the power of top shelf software it will be a must have for anyone who can afford it as well as many who can't. The road to this holy grail reaction will have been paved by the hopelessly convoluted user experience we have all been forced to accept by default. Furthermore, and this is already in evidence, you will see Apple's ability to either inspire or pull out the best in their partner AT&T. So count me in as one who has been waiting and will switch to T. If T can manage to roll out an equally simple and attractive plan there will be no stopping this train.

    But in terms of the stock the iPhone is merely the tip of the iceberg. Even if it is only a mild success the stock has a long run ahead of it, stretching out over the next several years. This is an excellent company flush with cash that just keeps getting better with age. They have the discipline to selectively focus on picking their projects carefully and giving them the attention needed to make them best of class. And right now that includes several classes, any one of which is capable of growing and sustaining monster companies. What Apple brings to the table is best of class software and UI/design and that is the underlying leverage that will allow them to compete head to head and beat the established top dog in any given arena. And the biggest arena is right in their own back yard, desktop and laptop computing. There is still 94% market share out there waiting to be taken.

    Hardware, software, MP3, media distribution (music, audio books, podcasts, video, TV, film), phone, servers, retail distribution (check out the the just updated Apple site and hugely expanded third party software offerings now available at the online Apple store). Whereas Apple has historically been dependent on third parties for distribution it now controls a large piece of that distribution and now profits from the distribution of selective third party hardware and software while at the same time generating an additional halo effect around it's own products, not to mention higher margins.

    Apple is a company firing on all cylinders right now and the halo effect(s) are just beginning to light up and mutually and reciprocally spread like wildfire to all other units regardless of which unit you might designate as the original halo. Meanwhile Apple's competitors (Dell, Microsoft, CompUSA, Blockbuster, Netflix, Tower Records, Nokia, RIMM, Motorola,....) seem dazed and confused by comparison. Apart from product halo effects Apple has captured the imagination of youth, Hollywood, the creative community and is increasingly on the radar of corporate IT professionals who are trying to penetrate their organizations with Apple products as a means cutting back on endless trouble shooting busy work. All of the Apple products, user segments, distribution dynamics, and a large unintended helping hand from the competition is gradually setting up a tipping point of epic proportions. While it might be bumpy day to day the long view is steeply up. Catch the dip and keep climbing.

    Disclaimer: Long Apple as a result of the observations outlined above and not vice versa.     Reply
  • commenter
    rpark21643
    Jun 11 05:24 PM
    The Power of the Apple iPhone: Will People Switch to AT&T Just to Get One? [view article]
    Will buy iPhone in January when Sprint contract ends Reply
  • commenter
    Grateful
    Jun 11 04:39 PM
    The Power of the Apple iPhone: Will People Switch to AT&T Just to Get One? [view article]
    Chad,

    Your question is a good one. I switched from Verizon to AT&T/Cingular specifically for the iPhone. I got AT&T's cheapest phone (until I can switch it for the iPhone) and so far reception is better and, unlike Verizon, no calls have been dropped.

    mckalias     Reply
  • commenter
    Malkiel
    Jun 11 11:59 AM
    Apple's Week in the Sun [view article]
    Apple will have an excellent year and sell lots of iphones and computers, but don't expect them to "catch up" with Microsoft's specialty office software suite if a web-based Google suite is what they're offering. There's simply too much privacy and security risk which the industry is not handling in any reassuring way; no business in its right mind is going to create and store its vital proprietary information on somebody elses' server in a time when ISP's aren't even willing to put out the effort to filter spam for viruses and trojans. The environment of trust isn't there, and web-based apps aren't taking market share until people feel the trust... Reply
  • commenter
    Tom B
    Jun 11 09:12 AM
    Are Google And Apple Destined For 'Strategic Alliance'? [view article]
    I hope they do something, and something big. They are the only two companies doing anything interesting in the computer/software part of the tech sector, IMO. Reply

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