spaceage

Apple's Refreshed Macs an Unlikely Catalyst of Growth - RBC

As a web consultant who operates many web sites, I can add some emperical data which indicates to me that Apple is winning the war: on many sites I operate, Safari is now the majority browser, with IE and Firefox each running 50% behind Safari (ie. 50% Safari, 25% IE/Firefox). That is a massive sea change that has rapidly accelerated in the past 12 months.

These analysts are nothing more than rank amateurs who have to write some crap to keep their jobs...they have no more knowledge or insight than my cleaning lady does about this market.

Dell Gets Ready for a Comeback - Barron's

If I were Michael Dell, I'd shut 'er down and return the cash to shareholders. This company has become a disgrace with no core competencies other than box shifting and winning races to the bottom. Don't have false hope: this thing is dead.

How the iPhone and Poor Management Contribute to Apple's Downfall

'munster's 45 million iphones in 2009 is a joke! they'll be lucky to get half that!'

What if they announce a $99 phone, or better, $49 with a 2 year commitment?

Has Stagnating Innovation Led to This Economic Crisis?

Good, thoughtful piece, though I would argue that this situation is relatively easy to address: stop electing government "officials" who place ridiculous sky-God dogma and cronyism ahead of brains and merit. We just pissed away 8 years of innovation in the pursuit of an agenda that is old, tired, and hopelessly devoid of any meaningful outcome aside from arbitrary social "values" and runaway greed in the name of "free markets." Let's hope that the American people are finally sick and tired of these moronic outcomes and that finally we can get back on track as a nation.

Apple Analysts Reality Check: Bear Rally Is Over

Apple Blogger Reality Check: stock is up over 3% today.

iPod Sales Only 14.2% of Apple's Q4 Total Revenue

@jakw: this may be a fad, but its one HELL of a good fad! I wish all my companies I invest in could have such "fads" in their makeup.

iPhone 3G Speeds: More Cingular Mediocrity

Apple has never said it is a 5 year deal...which means it isn't. Hold on to your panties...

Why Apple Stock Is Poised To Go Flat - At Best

This story feels a lot like the type of analysis we are going to hear about next week when the rethuglicans attempt to inform us of the "economic miracle" that is upon us...

Apple: Expecting Short-Term Weakness

Man, you guys are hard on this guy.

Andy--I would submit to you that support is at $146, not $160s. We tested that level last week the day after earnings, and it was established in mid-April (and one could argue setup with the gap down day in Jan). I do think we will retest that level before heading higher, mainly due to overall poor market conditions and partly due to seasonal weakness for tech/aapl.

Also, for all the bashers out there--there is an issue with slowing growth RATE of earnings. The fact they beat their sandbagged estimates for the quarter is a lot less significant than the fact that the year over year growth in earnings was only about 30%, which is a significant slowing from recent qtrs. If this keeps up, it will be difficult to hold the forward PEs we've been seeing in this stock. Long lines in stores and all the other "feel good" carping means nothing if the company can't grow earnings at a rate commensurate with the PE they've been graced with.

Research in Motion: Unlike Apple, No Slowdown in Subscriber Growth

"Disclosure: Sold Apple $280 calls in Jan."

Wow, now there's a guy with balls...if you keep it up, you might be able to move out of the trailer park.

A historical FYI: the iPod wasn't (and current models still aren't) "less for less". The first model had a 5GB HD, which had only been done by one other niche player at the time it came out. It was (and still is) a "more for more" strategy, like the iPhone and the Mac. Notice the theme?

Apple Seeking a Reunion With Adobe?

Is this a "story"? Take a quote from another author, add a say-nothing paragraph to it, and bada-boom, bada-bing, you've got adsense. Oh yeah, how would anything Adobe makes constitute a "reincarnation" for Apple? All Adobe products are at least 10 years old and very mature...I fail to see any "reinvention" potential there...

A Glimpse Into Apple’s Future

"To play devil’s advocate, and in fairness to the skeptics, it is an inescapable fact Apple has an alarming P/E, up there with Google."

A 48 PE (or whatever it is this week) isn't "alarming" for a company growing earnings at 70%+ annually...it is actually low. With a forward PE of 30, the current price is cheap if you believe that they will grow earnings another 70% this year. That is a pretty realistic expectation just on iPhone residuals and with the rest of the business holding serve from this year's levels, which is unlikely since the company is expanding market share in computers..."skeptics" are just the uninformed about the fundamentals of the company who are living in a perpetual "once ailing Apple Computer" mindset.

Check back at this time next year when FY09 EPS estimates are $9+ and the same 30 forward PE has the price at $270+. $190 will seem cheap.

What's the Right Price for Apple?

FY07 eps were up nearly 70% from FY06--check your math. At approx $4 for 07, $5 for 08 is too conservative. iPhone is going to contribute $1 conservatively in 08 and rest of business will kick in 50% over the 07 numbers. So bottom line, FY 08 will be $7 and 09 will be $10+. By this time next year analysts will have 09 estimates at $9-$10 and with a 35 forward PE we will see $320-$350 stock price. The current $170 will seem like a distant dream.

Verizon Finally Unveils iPhone Competition, Or "iPhone Equalizer"

"I think they will make Jobs actually realized what a cut throat industry he has jumped into."

Yeah, I'm sure Jobs is really quaking in his boots over LG--another lame brained Asian ODM/OEM. Yawn. These guys couldn't cut their way out of a paper bag with a razor blade.

"it has a ... full Web browser."

Right...says who? LG? Have you seen and used the browser on the iPhone? Just because a manufacturer plopped an html parser in an embedded system does not instantly qualify it as an "iPhone killer."

"The Voyager, made by LG Electronics (LG) , beats the iPhone by offering faster wireless Web access"

So let me get this straight: one feature on this new product trumps the entire iPhone product? Get a life...

"I think a more likely word that should be used here is "iPhone equalizer?"

Those are two words, "iPhone" and "equalizer".

"The iPhone may a better product but the far superior Verizon network compared to AT&T"

Wait, I've heard "kill the iPhone" and "iPhone equalizer"--yet now you say the iPhone may be a better product? Also, what exactly makes Verizon a "far superior network"? 3G?

"It comes at a time when Apple (AAPL) is behind its own sales goal"

What? Why don't you at least wait until after Apple's earnings announcement on 10/22 before making ridiculous comments like this. The last we've heard from Apple, it was 1M by end of last qtr, which we know they will hit, and 10M by end of first year of sales. What other data can you point to which suggests they are "behind"?

This is a pathetic story...