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beech_35
15 Comments
Apple Links Higher Sales with Higher Prices
Macs aren't more expensive. It's a myth. Configured feature for feature, they cost exactly the same as PCs. Factor in premature obsolescence of PC hardware and the ten year cost of a Mac is probably half that of a PC.
Apple's Bountiful Revenues Are Bigger Than Ever
Apple's Bountiful Revenues Are Bigger Than Ever
Corporate CFOs must eventually realize what Windows costs them in lost productivity and expensive support. Now... ask yourself what will happen when businesses finally abandon the failed promises of Microsoft and turns to OS X.
Second point... by most accounts Apple's overall computer market share stands at 6%. Their laptop market share is estimated to be at least twice that much. This is DOUBLE the market share from eighteen months ago, and there is reason to believe this growth will continue. Computers represent a much higher margin item for AAPL.
One downside... Apple computers enjoy a much longer service life than anything running Windows. I've owned Macs exclusively for 22 years. They have at least a six year time in service life and become functionally obsolete much later, so AAPL won't sell replacement computers as frequently as Dell and HP's throwaway junk. Factor that into your purchase cost fatcat.
What It Would Take To Fix Microsoft For Me
Tiger runs fine on machines even older than that.
Windows generally requires new hardware with every OS upgrade.
Apple Pushes Its Envelope Further Than Ever
Two Notes on Apple; Bad News Appears Priced In
Great quote; sums up everything I've always believed about analysts. I have compiled notable analyst quotes dating back to 1997 and love to throw them back in their face. Nearly none of them understand that Apple also builds - surprise! - computers. AAPL has been dragged down by widespread crummy economic conditions completely unrelated to the company's performance, and at $120 it's a steal. When the market recognizes this company's growing market acceptance (example: guess what laptop maker just surpassed Dell in the education market) the analysts will be raising their targets again.
Does Apple's Market Share Gain Really Matter?
Every successful internet retailer's website functions with Safari. Imagine what would happen if Amazon or Ebay consciously decided to make their websites compatible only with IE. If a website requires IE to function, I can't use it.
Will Apple's Leopard OS Change the PC Industry?
Study Projects Apple Laptops Top Consumer Choice Next Quarter
Why I'm All About Apple
Several weeks ago I had a rather heated discussion with a long-time PC devotee, who "can't stand Apple" and had recently spent $5500 on a custom built high end Dell workstation, but recently had to replace its hard disk twice in eighteen months. After telling me everything he expects to do with his computer, I tried in vain to convince him to buy an Apple. He eventually conceded my points were valid, but he just "prefers the Windows way". In the end I managed to convince him to go to an Apple store, not to buy anything, just to check things out and see what's new.
A week later he called me. You guessed it - he exited the Apple store with a brand new iMac. I asked how its performance compares to his ultra-high-end Windows box. He laughed and said "actually, I haven't used it since I bought the iMac."
Why I'm All About Apple
Six Stocks to Buy, Five Stocks to Short
Garmin is one of those few companies. It also fell victim to the tech selloff with NO substantive news to warrant it, and is now a screaming good deal at $80. Like Apple, Garmin makes innovative, superior products, with brilliant leadership. I've been waiting for just this opportunity to buy.
Don't like the CNBC news? All the tickers are red? Those who have done their research will find screaming good deals when all the news is bad! Absolutely no one is recommending financial stocks now. What does that tell you?
Mr. Cherukuri, your head is in the right place. Follow it, not your gut. Look for AAPL to exceed its previous highs in January. GRMN will probably exceed them sooner than that.
The Mac OS X Malware Myth Continues
OS X is the only OS with origins in a multiuser, multitasking, secure OS, while Windows in all its incarnations has been an attempt to retrofit security to an aging interface.
With OS X, Apple completely scrapped its legacy OS and started over with a clean sheet using a BSD Unix core. Windows has no analogous core other than MS-DOS. Without scrapping Windows and starting from scratch, nothing from MSFT will ever be as secure as OS X.
Depending on Long-Term Aggressive Growth for Apple is a Gamble
Apple is now ideally positioned to capitalize on a sea change in the computing status quo. It's about time people are waking up the fact that Apple reliably delivers quality while Microsoft's offerings have failed to deliver the user experience so often promised. Vista is a disappointment at best. MSFT's enormous success also presents a huge obstacle to any meaningful change to its basic interface, and any box maker reliant on MSFT is going to see their futures tied to an aging interface. Dell and HPQ computers are already considered throwaway junk, how are they going to look in the future, when all they can run is Windows?
As a long term investment, AAPL has a long way to go before any sane person would put it in the same league as a bank or GE or KO. That's why Warren Buffet doesn't buy tech, no tech stock in the world has been around for a century like them. BRKA might buy tech around the year 2080.
Several reasons I think the outlook is decidedly positive for AAPL over the next five to ten years: The iPhone is likely to be a franchise, and a high margin one at that. Its worldwide market is virtually limitless. iTMS and iPods already are. The biggest potential for huge success is computers - a much higher margin product for them. Having languished for too long, market share is finally accelerating. Some accounts put laptop market share already at 20%.
If there is speculative value in APPL right now, it's on their computers, but given recent trends I think it's worth the risk. Ten or more years from now? That's an eternity in tech. In 2017, AAPL might be the next MSFT - and you can interpret that any way you like!
Over-Hyped Apple Has No Real Value
I'll agree that there is some speculative value to the current share price, but it is grounded in what a lot of other posters have said: While the iPod and iPhone have recently been providing reliable cash flow, Apple's computer market share is accelerating in an era when computer users are ready to change the status quo. All the box makers (Dell, HPQ) that chained themselves to Microsoft's OS offerings have overpromised and underdelivered the user experience. This stands in stark contrast to Apple's accomplishments for the past several years. They are the only company in the world that sells the whole widget. Among computer manufacturers, Apple is the sole company that can both promise and deliver the entire user experience, and they have been doing so, reliably, for decades.
Apple's current position in the technical arena is analogous to the shoemaker who decides to establish his business in a neighborhood where 95% of the population goes barefoot.