"[p]eople forget that tech stocks are all about who's got the most glam." I usually enjoy your postings, Ashraf, but when you start from such a ludicrous premise, there's little chance of salvaging an article.
I appreciate your detailed look at Apple's likely performance for the March quarter and beyond. While the temporary outlook may discourage some shareholders, those who stay invested or who seize the opportunity to buy will be fortunate.
Why Apple's Intrinsic Value Will Be $1000+ In 3 Years [View article]
Thank you for an unusually detailed and well-illustrated assessment. I hope that your careful, comprehensive methodology and unexaggerated conclusions will be widely appreciated.
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I enjoy Dana's postings, but am not persuaded by his contentions about AAPL problems or general assessment of Tim Cook. Apple is doing well and shows promise of continuing to do so, and I am sure that Dana is aware that there were substantial disputes within Apple while Steve Jobs ran things. In every organization there are people who wish that things were handled differently by the leadership and who are considering jumping ship for a potentially better situation elsewhere. Apple still makes great products and Cook's handling of the Foxconn problems in China suggests to me that he is quite competent and calm under pressure. Apple has had and will, I believe, always have competitors who will gain or lose some market share from time to time. Apple does not have to shut out its rivals -- only keep making good products that customers prefer.
A Grand Bargain: 8 Factors That Could Drive A Surprise On The Deficit [View article]
I share the hopefulness in your posting about prospects for finding a reasonable settlement. To get there, though, we have to get past the tendencies by individuals and the media to vilify individuals, misstate (especially, overstate) the issues under consideration, and distract and antagonize the public with almost constant attempts to keep score about who's winning and who's losing. It is in all of our interests to reduce the national debt, simplify the tax code, preserve a healthy environment, protect society against military, terrorist, and Internet attacks, safeguard individual liberties, maintain the rule of law, and find innovative ways to improve the economy and expand employment.
Why Apple's P/E Multiple Is An Anomaly [View article]
Your analysis is welcome and compelling, and thanks for setting out the assessment so clearly and candidly. I share your plan to hold for the long term.
Apple Scores By Skating Where The Puck Is Going Internationally [View article]
I greatly appreciate the time, thought, and effort you put into creating this article. The background and history seem highly relevant, your observations are consistently interesting, and you have helped me and, I'm sure, many others with this well-written posting. Thanks.
Thanks for providing a great service to all AAPL investors with your calm, thoughtful, fact-based, and insightful postings. We value your voice of reason that counterbalances a lot of less-informed, emotional, and self-interested calls to cease believing in an outstanding company that has many fine years ahead.
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