top_tier

Google Should Make Apple Beg for Maps Navigation

Jobs asked Schmidt to leave their board, not the other way around.

Apple won't need google mapping, they purchasing their own mapping company. One of Apple's core strengths is developing applications, you can count on their mapping software when it comes out being a doozie, user friendly, and fun.

Running the Numbers: The Roller Coaster That Is Apple

You make no accounting for Apple's huge cash hoard and use GAAP accounting comps. Disinformation at it's finest.

Netbooks: Not if, But What Will Replace PCs

That's all well and good for those just using PC's for the net. Desktops will remain, or some iteration, simply because in a real world working environment you need robust applications and you need to see them large, scale matters. Netbooks are okay for the road warrior and anyone else that doesn't need much from a PC and that's about it. Even cloud computing is questionable, it has not been proven that people are willing to pay a monthly subscription, it hasn't worked well for music and I imagine there will be plenty that prefer their own apps on their own systems.

Tech Bellwethers: Earnings Scorecard

What, you couldn't indicate Apple beat by .40? And you indicate numbers for the rest?

Broadband New Deal Needed to Rekindle Innovation

This is insane.

Sure, let the government establish rules for such things as net neutrality, the ability of network operators to block Internet traffic, and set spectrum limits if needed, all regulatory issues. But do we really need funding? Hell no. Enterprise always finds a way if there's a practical business model, aka Sprint et al and 4G. This insane notion that there's a bottomless pit for using tax dollars, and especially when private enterprise is fully capable of developing this business is absurd.

Is Apple More Undervalued Than Other Tech Sector Stocks?

Great wrap up Andy,

Hedge fund forced liquidation certainly contributed to the extreme overselling of Apple. Volume suggests this may be coming to an end

Microsoft Gets the Blogging Community

"I don't know if Microsoft's blogger outreach efforts are part of some larger more deliberate and organized directed PR effort"

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.

Five Great Quality Companies: Are They Too Expensive?

Your analysis of Apple is extremely flawed on a number of levels. I'll pick just one relative to PE; Apple only reports 1/8 of their income for the iPhone in any given quarter, which makes your analysis of 2008 earnings flawed.

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.

Jim Cramer's Stop Trading! 2/26/08: Much Ado about Price Wars

"Cramer called IBM’s quarter “unbelievable” and prefers it to his former horsemen, GOOG and AAPL, which reported lackluster quarters."

More disinformation by the master Mad Money hypster. Lackluster quarter? Apple reported the best quarter in their history last quarter beating expectations as usual (this was their fiscal 1st quarter). They were under the analysts guidance for this coming quarter (is that unusual for them?). Let's get real for a change.

Last Year's Leaders Have Become This Year's Laggards

Very simply put it's a bear attack on these issues. So many of the financial institutions have been decimated from the housing bubble. This bear attack simply lowers the elevator for many of these companies to get on board so to eventually help mitigate some of their losses. This day and age there's coercion between press and analysts to play into fear. This will be denied but it's a fact of life today.

Apple's AT&T Deal Is Costly

RIMM has done well with itself but has reached the beginning of its end as a leader. It's vulnerable to the more potent OS of Apple that is in nascent stages of its capability. The power players behind its stock know this but will sponge that issue for all its worth.

The applications that will result from the release of Apples SDK will vault it decisively as the powerful OS it is as it gets fully exploited. This will be further strengthened through the release of 3G iPhones which will likely also contain a GPS chip.

Apple's AT&T Deal Is Costly

My bet is watch as Apple releases their SDK, the only way to get the apps will be mostly through contracted carrier channels, making unlocked phones poor step children. I think you underestimate the walled garden mentality of carriers. If the before holds true then the value added functionality of the iPhone apps will gradually wear away the appeal of unlocked iphones.

Apple and Intel Fail to Impress: Waiting for the Fed's Next Move

The general media spin surrounding the Macworld keynote as being lackluster, and now according to this kid blogger, a failure, is laughable.

How soon the media forgets. Prior to the 2007 Macworld event the iPhone was already an expected announcement. Its concept, before, during, and after 2007 Macworld was surrounded by bashing the phone. Not enough battery life, screen that scratches, touch will never be accepted, on and on. Steve Ballmer stated flat out it would be a flop. And this years Macworld is now considered a “failure” because there's nothing equivalent to the iPhone? Too funny.

The stock was on fire because of Apple’s growth in its overall product line throughout 2007, this growth will continue, and while pundits may think this new thin lap top is a non event, neither was the iPhone in 2007. The iPhone was considered a failure before it was launched, sounds like this story is remaking itself with this new ultra thin laptop.