Electronic Arts Inc. (ERTS)

All Comments on ERTS

  • commenter
    frammus
    Aug 29 03:23 PM
    Why Apple Stock Is Poised To Go Flat - At Best [view article]
    you are out of your mind. apple is transforming the entire computing ecosystem. mac's still only comprise a tiny percentage of the overall PC market. less than 10% by most accounts. look how quickly the came to dominate the smartphone industry and they are just starting. how about selling 60 million applications the FIRST month the Itunes app store came online and Apple gets 30% of the subscription/purchase price going straight to the bottom line. This is only the beginnings of what I believe is at least a 10 year growth cycle for them. The halo effects of IPhone/IPod are still paying dividends. One can only imagine what Apple has up its sleeve after acquiring a chip company (PAsemi). I do agree that Jobs is a possible single point of failure however but I think what he has started has a lot of legs and will play out over a long period of time with or without Jobs. Reply
  • commenter
    frammus
    Aug 29 03:23 PM
    Why Apple Stock Is Poised To Go Flat - At Best [view article]
    you are out of your mind. apple is transforming the entire computing ecosystem. mac's still only comprise a tiny percentage of the overall PC market. less than 10% by most accounts. look how quickly the came to dominate the smartphone industry and they are just starting. how about selling 60 million applications the FIRST month the Itunes app store came online and Apple gets 30% of the subscription/purchase price going straight to the bottom line. This is only the beginnings of what I believe is at least a 10 year growth cycle for them. The halo effects of IPhone/IPod are still paying dividends. One can only imagine what Apple has up its sleeve after acquiring a chip company (PAsemi). I do agree that Jobs is a possible single point of failure however but I think what he has started has a lot of legs and will play out over a long period of time with or without Jobs. Reply
  • commenter
    homersby
    Aug 29 03:01 PM
    Why I'm Backing Up the Take-Two Truck [view article]
    Seems like people are paying about double for the Sept 22.50 puts vs. the Sept 27.50 calls. and volume is about 15x higher in comparison. I am on board with good earnings news and believe a deal gets done at some price higher than 25.74 soon. But doesn't the pricing and volume indicate negative sentiment in the short term? Reply
  • commenter
    lwaia1
    Aug 29 03:00 PM
    Why Apple Stock Is Poised To Go Flat - At Best [view article]
    Check out this guy's credentials:

    John Verke (an alias) is a senior analyst working at 3 Seas Capital Partners in Istanbul, Turkey. He has been managing a portfolio of $100.000 of his own money for the last 5 years in the U.S. markets.

    John has started a website at johnverke.com, which will feature a $1.000.000 fictional portfolio with all his transactions and daily portfolio value online. He plans to include his short market commentaries on this site.

    NEED I SAY MORE?
    Reply
  • commenter
    tabjpc
    Aug 29 02:44 PM
    Why Apple Stock Is Poised To Go Flat - At Best [view article]
    Apple is the best. I should end there but I won't. Even in the worst economies people want the best and will save for it and spend on it rather than buying an inferior problematic substitute that lacks cache. Get real fella. Reply
  • commenter
    Jojostreet
    Aug 29 02:16 PM
    Why Apple Stock Is Poised To Go Flat - At Best [view article]
    Pure speculation...well, pure terrible speculation! Reply
  • commenter
    Pallian
    Aug 29 01:29 PM
    My Website
    Why Apple Stock Is Poised To Go Flat - At Best [view article]
    Seeking alpha has some of the most stupidest idiots of writers - why do i even bother wasting my time on this garbage of a site. Reply
  • commenter
    User 58276
    Aug 29 12:51 PM
    Why Apple Stock Is Poised To Go Flat - At Best [view article]
    I think the rants and raves from Apple fans speak to the correctness of your analysis. If you can't dispute the facts, try to turn it into an alley fight. Reply
  • commenter
    ChopinBlues
    Aug 29 12:50 PM
    Why Apple Stock Is Poised To Go Flat - At Best [view article]
    You can always tell the hard-core, utterly brainwashed, pc types, when they drag out the tired, and irrelevant, 5% market share figure.

    Just ask yourself this simple question: Do you really think Dell wouldn't trade places with Apple in a heartbeat?!

    And these people call themselves 'analysts'! Who pays these clowns?     Reply
  • commenter
    blah-blah
    Aug 29 12:42 PM
    Why Apple Stock Is Poised To Go Flat - At Best [view article]
    'I detailed these headwinds below and I am curious to hear back from all of you Apple fans out there. '

    I had to laugh when I read that.

    I guess the author hasn't posted here before and had no idea what an article that's not super positive will draw in terms of comments for the moronic fanatics that haunt this site.     Reply
  • commenter
    dithers
    Aug 29 12:33 PM
    Why Apple Stock Is Poised To Go Flat - At Best [view article]
    Oh dear. A very poor article, due to a lack of knowledge about this company and its position in the world.

    It has a Unix-based OS that has been universally acknowledged to be the best around, by a country mile.

    Its computers can, and do, run Windows as well as OSX - thats a difficult combo to beat.

    Its iPhone is so much better than everything else, its not funny.

    People need computers - Apple takes 66% of all computer purchases over $1000 - and thats why they make huge profits.

    They have around $25 billion in cash, no debt. Same as Microsoft.

    They are the USA's biggest retailer of music, on or offline.

    Most movies are made with Mac computers and Apple's 'Final Cut Pro' professional editing suite.

    Almost all students are now buying Apple laptops.

    They are eating Dell and HP's lunch.

    Growth may slow, but then how can it continue at over 50% per year?
    Expect solid growth for the next five, and then look at the picture.
    B that time, they may have 40% of the market, which will be huge because they sell both hardware and software - making them almosts impossible to beat.

    The development of Apple since they built their new OS almost 10 years ago underpins all this - they have built an Operating System for the next 25 years.
    Now they are reaping the harvest.     Reply
  • commenter
    Brandon
    Aug 29 11:59 AM
    Why Apple Stock Is Poised To Go Flat - At Best [view article]
    "Apple’s Profit Margins are Decreasing"

    This is speculation not fact.

    "Market Cap Has Gotten Too Large"

    Totally agree, but there is still a lot of growing to do... Stock will go up, but not as much.

    But....you're forgetting one thing. The Living Room.

    More than any other consumer electronics company, Apple is positioning itself to make mountains and mountains of money off of devices that connect to the tv. The very thing that you say is a weakness in the end will be Apple's strength, lack of diversification. Eventually one company is going to have a superdevice that allows you to watch and record live TV, download music, download movies, surf the Internet, a God knows what else easily. Apple is the only company that can do this and not lose money.     Reply
  • commenter
    Bonemesly
    Aug 29 11:53 AM
    Why Apple Stock Is Poised To Go Flat - At Best [view article]
    Wish I had as much spare time as others to write more. I will simply state that AAPL has become a value investment. Not that there is anything wrong with that.... Reply
  • commenter
    mzt
    Aug 29 11:47 AM
    Why Apple Stock Is Poised To Go Flat - At Best [view article]
    Alias John - I'm shocked that you are a senior analyst working at 3 Seas Capital Partners! You have no clue what you are talking about as evidenced in this article. Especially, the point "Apple’s Profit Margins are Decreasing" relating to the iphone at $199 and no mention about how the carriers are paying Apple per each sale. Irresponsible use of this medium to broadcast incomplete information. Get your facts right beforehand. Other then you are simply incompetent, my only other thought about the purpose of this article is that you are intentionally trying to drive down this stock. Thankfully, I believe your audience is much more intelligent and can read through this nonsense. Reply
  • commenter
    Tiffy
    Aug 29 11:41 AM
    Why Apple Stock Is Poised To Go Flat - At Best [view article]
    I agree Apple is a risky investment. The market cap is already very high, and this company is condemned to create always the best / most attractive products on its markets to preserve its margins. The market share of Macintosh is too small to be a guarantee of revenue in the long term, and Ipods, Iphones and ITunes are "fashion" products. All the teenagers in the world want an Ipod. Today. But what about tomorrow ? Another brand could become more "fashion" than the Ipod. Same story for the Iphone.
    It doesn't mean Apple will crash. But it could. It could also triple its market cap. But what is sure is that it is a risky investment.
    Who can be sure that Apple will always produce the best / most attractive products ? Nobody, even Steve Jobs. Of course Apple will do its best, but they are not gods, other companies could do better.
    Note to Apple fans : when Steve Jobs left Apple and founded NeXT Computer, he created the best existing computer. Far more advanced than all Windows and Mac computers. Without success... the company crashed. He then came back to Apple and a few years later launched Mac Os X, which was largely inspired by NeXT Os. It has been a success. I am sure Steve Jobs is one of the best placed person to talk about the uncertainties of success.     Reply
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