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47 Comments
Amidst Market Turmoil, Apple Has Unique Opportunity
Apple said three factors will weigh on margins in the September quarter: back-to-school promotions, a future product transition, which it declined to specify, the lack of the contract manufacturer true-up from the most recent quarter.
Apple: Leading the Way to a Total Tech Breakdown
You call them like I see them, so do I. You're a fraud and scoundrel
Apple: Leading the Way to a Total Tech Breakdown
Zac, you're the epitome of the worst side of boiler room antics of Wall Street. Your scare tactics are disgraceful
Understanding Valuation Multiples With Respect to Cash
Apple: An Antidote to iPhone Complacency
Look, investors simply need to weigh the odds of Apple surpassing a measly 4% share of the global PC market, or an even more measly 1% of the smart phone market. You suggest Apple's future growth is a huge gamble, I say it's not.
And for someone that professes to be so up to speed about everything Apple you make no mention about the barriers to entry relative to the ecosystem Apple has carved out as it relates to hardware AND services, aka itunes/app store etc. Sure competition exists, but it's not just about hardware, or software. A good investment thesis recognizes that Apple doesn't need to rule the tech world to be an even greater success, then again, they just might rule this tech world someday to boot.
Microsoft Gets the Blogging Community
Yes deliberate, you can start with yourself. The charade will never end.
Company's should listen to their customers, that is the only thing relevant to discourse to improve performance. Now, since you use these two companies as example, no one can say Microsoft listens to its customers more than Apple does.
The blogger world is fraught with agenda, both institutionally with the investment world and the technology companies competing. It's just a cloak and dagger chess game. And Mr. Hawk, you're right at the top of the A-list as a surgical tool for special interests.
Apple Math: Market Share over Margins
People were saying last year this time the recession was going to hurt Apple, hasn't happened, and the long lines at Apple stores are clear evidence that it's still not happening.
Five Great Quality Companies: Are They Too Expensive?
That aside, I suspect most that are invested in Apple are looking at the stock on a forward looking basis and recognizing the very low market share they have in regard to Mac and smartpones, thus seeing the gross opportunity that represents.
Steve Jobs: Honesty Is the Best Policy
Thank god you're not a influential reporter, lending yet more support to Steve's arrogance.
Might as well restate the real story right here since the slime bucket bloggers are out in force pounding the same topic:
The press blew way out of proportion Jobs health. His condition isn’t life threatening. The press supplemented their “reporting” with rampant speculation, this in turn fueled the rumor mill that was gleefully juiced, pumped and perpetuated by boiler room Wall Street outfits entrusted with the marching orders to smear Apple in any way shape or form. The root in a word, greed.
Jobs is arrogant, indeed, so are many of the “reporters” and certainly bloggers that make their nickel from sensational hype.
Also, speaking of “above the law”, if Apple were breaking “laws” there would be suits. There’s no suits out of the ordinary for an operation this size. So again, arrogant and loose reporting.
So while Jobs may be arrogant, by definition in this case of being a hard nosed, untrusting business man (I can’t imagine why so much of Apple’s initiatives are wrapped in secret, go figure); so too he’s correct in stating that many reporters are slime buckets.
The jokes really on the reporters and institutions that think most out here in the working world don’t get it.
Jobs' Health Is a Matter of Public Interest, Whether Apple Likes It or Not
"the fact that the CEO of a public company like Apple is fighting a potentially terminal disease (if that’s true) definitely qualifies as material information."
"The fact that"..."if it's true"...huh? Since the real fact has been made known that he's not fighting a terminal disease then it definitely does not qualify as material information.
I'll restate a the real fact right here:
The press blew way out of proportion Jobs health. His condition isn’t life threatening. The press supplemented their “reporting” with rampant speculation, this in turn fueled the rumor mill that was gleefully juiced, pumped and perpetuated by boiler room Wall Street outfits entrusted with the marching orders to smear Apple in any way shape or form. The root in a word, greed.
Jobs is arrogant, indeed, so are many of the “reporters” and certainly bloggers that make their nickel from sensational hype.
Also, speaking of “above the law”, if Apple were breaking “laws” there would be suits. There’s no suits out of the ordinary for an operation this size. So again, arrogant and loose reporting.
So while Jobs may be arrogant, by definition in this case of being a hard nosed, untrusting business man (I can’t imagine why so much of Apple’s initiatives are wrapped in secret, go figure); so too he’s correct in stating that many reporters are slime buckets.
The jokes really on the reporters and institutions that think most out here in the working world don’t get it.
Channel Checks Show Blackberry Sales Not Pressured by iPhone
Channel Checks Show Blackberry Sales Not Pressured by iPhone
Did Apple Manufacture a First-Day iPhone Shortage?
But then again, the only relevant fact is that Apple is selling a ton of phones globally.
Apple's Branding Strategy Delivers Superior Results
I find it interesting as competitors; Dell a good example that I'll use here (who's had a decent "brand"); they fall all over themselves trying to reinvent themselves thinking it's their stale brand that's made them fall behind, Dell extends this thinking into revamping the industrial design of the products, in their mind this and increased emphasis on improved marketing efforts is what it will take for them to regain their luster. They will fail because they're just a box maker who's past success was efficiencies passed on to the consumer. Those days are gone because it's the experience that's suffering, they're beholden to others for that.
So while yes, the Apple brand is exceptional, so is the product and experience. One without the other would not see Apple at the pinnacle it is today.
Apple Looks Undervalued Based on Past Earnings
This artcile encapsulates the longs views pretty accurately. When considering the small market share Apple still currently holds in all its business categories sans the MP3 market and factor in the huge growth potential in it's other business segments, growth which has been demonstrated in previous quarters, factor in the huge cash position, that continues to grow...well, using an old school blue chip collar smoke stack logic of "intrinsic" value is indeed trite. Historic growth isn't relative, but ignoring the mounting evidence of what the future holds for this company IS relative, the evidence is such that I wouldn't bet against it.