mashny

6 Comments

    • A Glimpse Into Apple’s Future [view article]
      One thing no one has pointed out is the state of the market: given the fundamental weakness of our economy, it's quite possible the market will get crushed in the next year, which could take AAPL much lower. On the bright side, if the market does fall, AAPL will be one of the first stocks to rise when the market recovers, which should allow for a nice entry price. Dec 15 04:31 PM
    • Google's Revolutionary Phone Nearing Reality [view article]
      There will be no Google Phone. Nov 06 06:48 PM
    • Is AT&T An iPhone Sales Anchor? [view article]
      Todd:

      AAPL is now about $183/share, very high according to some analysts. If you really believe what you are saying about Apple's prospects (or lack thereof), why don't you either short or buy puts on Apple's shares? I'm not saying I know the direction AAPL will take, then again, I'm not writing articles on Apple's sub-par performance.

      If you believe what you are saying, then put your money where your mouth is, otherwise, keep that mouth closed.

      mashny
      Oct 26 09:31 PM
    • Total Music Threatens Apple’s Music Distribution Revenue [view article]
      There's a point that many of you are missing: Regardless of where people get their digital music from (and I believe most "legitimate" music will continue to be purchased from the iTMS), on what device do you think that music will be played? Chances are roughly 70% to 75% of that music will be played on an iPod. Apple gets a very small percentage of its iTMS sales, using the iTMS as a vehicle to sell the iPod. Regardless of where the music comes from most music will be listened to on the iPod. Thus, even if the iTMS suffers from lower sales over the coming years, the iPod will continue to be the dominant player. Either way, Apple wins.

      If another company can come out with a better line of players, with greater ease of use, more power to them, but I don't see that happening any time soon. Those players will have to be better than the iPod, not "as good." As Emerson said, "Shakespeare will never be made by the study of Shakespeare." What are the chances of another company making a better line of music players, that are as aesthetically pleasing, as versatile, as intuitive to use, and as well integrated with some form of downloadable music service? In my estimation, roughly nil. Apple owns the legitimate downloadable-music arena and will continue to do so for a long time.
      Oct 26 09:14 PM
    • An Historic Look At the Gold/Dollar Ratio [view article]
      Absolutely true. I just read an article saying that, adjusted for 1979 dollars, the value of gold would have to rise to about $2,200 per ounce to equal the value it had back then. So, potentially, we have a long way for gold to run. Sep 24 03:30 PM
    • The Fed Tries to Save the Economy.... And Everybody Loses [view article]
      Well said. Sep 21 03:06 AM
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