iPad Mini Success Will Sink Apple Margins; Look For 30% Downside [View article]
Your article assumes way too much and makes you appear very short sighted that future innovation is not even remotely possible without Steve Jobs. You write as if there's nothing left of Apple - PERIOD; as if all there is and ever will be are the current lineup of products or that the dozens of new global markets won't add to their bottom line.
With a company as large and successful as Apple I have a very difficult time believing that the few paragraphs, charts and graphs included in your article could even possibly scratch the surface of where Apple will go in the future. I'd even venture to guess that there was a thing or two you may have missed. There's just too much going on inside Apple and the world's growing love affair with anything Apple to call for a 30% decline due to the release of a single product. Rest assured, it will be a long time coming before another Maps debacle will blemish this company. Good lesson to learn and a company like Apple only has to learn it once. I am already long Apple and would not waste any time waiting for a 30% decline before adding or entering. Your $500 price target is on the wrong side of where Apple is likely to go.
If Apple's front office, who I kind of have to believe think of this kind of stuff all the time, ever thought for a minute that releasing a product would give investors a 30% haircut, they just wouldn't do it. Or is it just that you don't think they have crunched the numbers as sufficiently as you did to arrive at your conclusion? With all due respect, your article just doesn't make a lot of sense to me.
Apple - Stay Objective And Aware Of Threats [View article]
You lost all credibility on the first sentence of your second paragraph when you wrote, "The purpose of this post is to make the reader aware of a couple of things that could start to go seriously badly for Apple (AAPL) over the next couple of years."
That's where you convinced me that your article did not deserve another second of my time. Are you kidding? Neither you, nor any other writer knows anything about Apple's future. All we know is the Apple of today is woven intimately into the lives of so many people on the planet and there is nothing to make me believe that Apple won't continue to be the world's leader in innovative "must have" products.
When does the author, or the rest of the world, think that this undervalued stock will catch up to where it should be trading at? I continue to be astonished at how an undervalued company as Apple can start to approach its rightful place in the pps, come out with its best earnings quarter ever, and then plummet more than $111.00 immediately after. We are now a full 1/3 into the quarter. Earnings will be very interesting to say the least. Even more interesting as well as UNCERTAIN, will be the price action following earnings. The stock has fallen $111.00 with a monstrous earnings beat. I'd hate to think where it would be if earnings had missed by even a penny.
He mentions that growth is unpredictable. He's absolutely right, except it's to the upside. The author fails to mention for consideration the fact that as of today, Apple has expanded into 23 new countries and as of tomorrow, Saturday, seven more new countries. So I absolutely agree with him that its growth is unpredictable. Here is the link dated TODAY, May 11, 2012.
This author, like many other self-proclaimed experts on Apple, gives no significance to global expansion when considering what Apple is worth. I really don't understand these guys citing one sided arguments against buying stock in Apple. If he intended to present a subjective and biased case, he certainly succeeded. Further, his "conclusion" quotes the stock trading at $600, which means it was written sometime last month. Not very helpful.
Ponder The Future Market's Performance And The Apple Bubble [View article]
I am continually perplexed with people of the assumption that it would be difficult if not impossible for a company such as Apple, which has nearly re-defined innovation, to innovate further with other successful products. Yes, Steve Jobs is no longer here, but since he is being given near divine status as an innovator, it seems counter-intuitive to imagine he would not have been "divine" enough to outline and put into place his vision and the team to carry it out? One thing that I keep remembering from one of Tim Cook's conference calls is that he did state there are "other things in the pipe." I doubt Apple intends to rest on its laurels that the success of the iPhone, iPad, iPod, iTunes etc. has produced. Nonetheless, thank you for your thoughtful perspective.
iPad Mini Success Will Sink Apple Margins; Look For 30% Downside [View article]
With a company as large and successful as Apple I have a very difficult time believing that the few paragraphs, charts and graphs included in your article could even possibly scratch the surface of where Apple will go in the future. I'd even venture to guess that there was a thing or two you may have missed. There's just too much going on inside Apple and the world's growing love affair with anything Apple to call for a 30% decline due to the release of a single product. Rest assured, it will be a long time coming before another Maps debacle will blemish this company. Good lesson to learn and a company like Apple only has to learn it once. I am already long Apple and would not waste any time waiting for a 30% decline before adding or entering. Your $500 price target is on the wrong side of where Apple is likely to go.
If Apple's front office, who I kind of have to believe think of this kind of stuff all the time, ever thought for a minute that releasing a product would give investors a 30% haircut, they just wouldn't do it. Or is it just that you don't think they have crunched the numbers as sufficiently as you did to arrive at your conclusion? With all due respect, your article just doesn't make a lot of sense to me.
Apple - Stay Objective And Aware Of Threats [View article]
That's where you convinced me that your article did not deserve another second of my time. Are you kidding? Neither you, nor any other writer knows anything about Apple's future. All we know is the Apple of today is woven intimately into the lives of so many people on the planet and there is nothing to make me believe that Apple won't continue to be the world's leader in innovative "must have" products.
Apple's Worst Enemy: Apple [View article]
5 Reasons Apple Is A Bad Bet [View article]
http://bit.ly/KuVaTC
This author, like many other self-proclaimed experts on Apple, gives no significance to global expansion when considering what Apple is worth. I really don't understand these guys citing one sided arguments against buying stock in Apple. If he intended to present a subjective and biased case, he certainly succeeded. Further, his "conclusion" quotes the stock trading at $600, which means it was written sometime last month. Not very helpful.
Ponder The Future Market's Performance And The Apple Bubble [View article]