top_tier

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.

Apple Upgrade Not Groundbreaking

Speaking of being "engaged in groupthink", the title of your piece is "Apple Upgrade Not Groundbreaking", how do you know what Apples upgrade is except for the fact you're utilizing "groupthink" for your analysis?

You bloggers are priceless.

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.

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

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.

Channel Checks Show Blackberry Sales Not Pressured by iPhone

User 227556, you miss the point, Verizon is a pure play for RIMM in the sense that it doesn't sell iPhones, it does sell a myriad other devices but that's not relevant in my discussion. It's a forgone conclusion that RIMM and Apple are the heavyweights for smart phones. Verizon doesn't sell iPhones so it's sales for smart phones is from a captured audience. An IF Verizon is gaining subscribers it isn't because of the strength of the Blackberry since all the carriers sell them. The only relevant numbers comparison is how the carriers that sell both, Blackberry vs iPhone, which is selling higher volume of said, this juxtaposed to new subscribers globally that carriers sanctioned to sell the iPhone are stealing from carriers that don't sell the iPhone.

Channel Checks Show Blackberry Sales Not Pressured by iPhone

So at ATT July is tracking to be 75% below June growth it appears. Of course Verizon is a pure play for the Blackberry since the iPhone doesn't sell there, as for Vodafone, it has the rights to sell the iPhone in just a portion of the countries it has networks in. So, for a better picture, how many subscribers did Verizon add in June? And Vodafone in the countries where it doesn't have the rights to sell the iPhone? These networks don't have competition from the iPhone in a direct way so the research is spurious at best.

Apple and RIM Battle for the Corporate Mobile Market

Most phones will have a GPS chip in them in the future, e911 is the primary driver behind that. About 28% of all phones have it to date. Although a GPS chip obviously allows for a much larger set of GPS capable applications. This will be seen in future iPhones almost certainly.

Apple and RIM Battle for the Corporate Mobile Market

The competition argument is moot in many ways. Those in business simply needing a phone with good email capability will continue to use RIM phones, but that's where the so called competition will end and where the iPhone begins.

Apple's OS for the iPhone is a version of their desktop OS, this is an incredibly powerful OS that's seen decades of development as an evolution process for Mac OS. RIM's OS doesn't come close to the depth and power of Leopard OS, sorry RIM fans, it's like comparing a Ferrari to a Mustang. The extensible nature of the iPhone's OS has been barely scratched the surface of in capability, but why it's grabbed as much market share in the smart phone market in less than a year. It's not fashion, although the iPhone has that too, and no doubt contributed to the initial uptake.

The idea that Apple "was" focused on consumers and RIM "business" is funny in many ways when considering Apples iPhone has been on the market less than a year.

This competition will be short lived when the iPhone hits second gear and the new applications start pouring out from global buckets of developers, in tandem with a 3G iPhone. In the U.S. Verizon will keep RIM in the game being that CDMA plays an important competitive roll here. Look out globally though where GSM is the standard bearer and as Apple continues to bring on new carriers there.

iPhone in Your Business: Pondering the ROI Case

All corporate America has to do is allow it on premises, which many likely will since there's no reason not to. Many employees will buy their own, opening the doors to wider adoption.

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.

Gadget Stock Watch: Black-and-Blue Handset Stocks, More

The general media spin surrounding the Macworld keynote as being lackluster is laughable, i.e.“ the lack of a killer product similar to the iPhone launch.”

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.

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.