Will Apple Exist 3 Years From Now? How Much Will It Be Worth? [View article]
I just re-read the very first sentence in this excellent introduction to an illuminating piece of analysis. In it the author clearly states that he believes Apple will still be around in three years. Yet the apple cheerleaders are attacking him for the implications that they perceive in the title.
The sheer idiocy of the Apple fan base as evidenced by the comments in this article, makes, imo the greatest bear case possible.
Will Apple Exist 3 Years From Now? How Much Will It Be Worth? [View article]
On the title, the tag line asks two questions. Everyone seems to be caught up on the first, whereas the reality of the authors thesis lends more weight to the second.
The concept of breaking a stocks price into price for current worth and cost for future worth is nothing new, it's actually the cornerstone of value investing. However, most die hard Grahmian value investors don't buy tech companies as a rule for the reasons outlined in the article. The author's attempt to apply this types of analysis to a company like Apple is extremely interesting.
Looking forward to future articles. We need more of this on this site.
Apple: A Mixed Bag Of Competing Considerations From Fundamental To Technical [View article]
lol analysts drop their price targets to levels that are much higher then current levels and the stock tanks.
This is almost enough to get me out of investing in general. There is way too much emphasis on everyone's fears in the market to have any possibility of rational analysis.
the concept of support levels is tied to the idea that a stock is a buy at a certain level. Technical analysts will point to a support level and say, the people that bought at this point may see it as a buy again at this point, or more importantly the stock will fit into a funds criteria for buy at this point. You read all the time on these boards that so and so will buy at x price. Technical analysis has nothing to do with the company, rather the market phycology. So when a stock dips below a support level it is not to say the company is different, rather that the market psychology has changed so that the previous buyers are no longer there at this price point.
so what it goes from "it just works" to "help us make it work"
Apple's strategy of doing everything themselves and not wanting to allow anyone else to sit at their table is bound to cause them some troubles IF they are unable to do everything themselves as well as others who specialise in just doing what they do. This Map snafu could be just the first of the negative effects of apple's inability to play nicely in the sandbox. Especially when you consider the possibilities brought about by W8, which is designed to let everyone, from hardware manufacturers to software developers be a part of the story.
Will Apple Sink On Tepid Response To iPhone 5? [View article]
I can't beleive it took so long for a response like this. I am 100% sure that the majority of commentors above you did not even read the article. Just goes to show how rabid apple fans can be. I honestly wonder sometimes if it's not a part of their marketing strategy.
Apple Breaks $700 Barrier, Forms New Partnerships [View article]
I worry that these latest moves may backfire in the long term. Before people didn't really have to choose between apple and google, you could use google's vast access to information on apple products easily. Now you have to basically make a choice between apple and google, and as has already been shown by the backlash against maps, people have come to depend on google's ability to sort the information for us. By making the decision to go it alone in this form, Apple is forcing people that want to use google services, to buy Android. Furthermore, they have taken the competition out of phone technology, and OS, where they are strong, and have opted to battle Google on their own turf. If they can manage to outGoogle Google, it may work, buyt I worry that they maybe should have just concentrated on making better phones.
its not the software thats the problem, its the data. Google has the data: satellite images, street view pics, as well as the user information that has been collected up to this point through google+ etc. The current app uses TomTom instead of google to provide this data, so obviously users are going to see a major drop of in the quality of data. Even Nokia has a leg up in this field over Apple. It isgoing to be a tremendous undertaking for them to collect or aqcuire all of this high quality data, in order to compete with Google or Nokia in navigation. But money talks, which we know apple has alot of.
The best part about Apple products is that app they have that allows people to predict the future. What, you didn't know about that? How else can you explain all these apple fans on these sites who already know how many phones will sell this month?
Now, all sarcasm aside, for those of us who know how the stock market actually works, imagine for a minute what will happen now if apple sells the enourmous number of 9.25 million phones this month. This would be great, amazing, stupendous. But it will cause the stock to plummet because the market is all about perception and right now the bar has been set way to high, for a device that offers nothing new. I don't need an iCrystal ball to tell me that.
IMO, apple's strengths have turned into it's achilles heals. It is a company that made a name for itself by innovating, but now its fans are excusing its latest offerings lack of innovation. All apple has to do is keep on keeping on.
It is a company that used its marketing prowess to portray itself as the little guy, I'm a Mac, while the suit was a PC, but lately their image has done a 180, and they are now the monster corporation. How cool is their army of lawyers?
And the cool factor. To me this is their biggest weakness for in the hip world, the bigger you are the harder you fall. Red jeans, wearing your clothes backwards,over sized sports jerseys, britney spears. These things were all so cool at one point, but where are they now? How quick did they fall?
I am long appl but after this launch, for me the writing is on the wall. Their competitors are innovating, while they are just keeping up. Their image has been tarnished by the lawsuits and the shear size of their enterprise.
Today on my way to work, I listened to an audio book of "Beat the Street". In it Peter Lynch says it is time to sell when the perception of a stock is it can't lose, when everyone and their dog is in it, when no price is overpriced, when the things that made it's brand start to evaporate, when everybody already owns one. All of these things apply to apple.
An iPad Mini Won't Move Apple's Stock [View article]
i don't doubt that the future of academics is with tablets, cloud textbooks etc, but come on, do you really see agovernment funded public school system using the top of the line equipment? even most colleges and universities would never and could never make a requirement that students buy the most expensive piece of hardware out there. this market will be served by android or MS/nook tablets, mark my words.
Is Apple Flip Flopping Over Heat From Its Enterprise Customers? [View article]
Will Apple Exist 3 Years From Now? How Much Will It Be Worth? [View article]
The sheer idiocy of the Apple fan base as evidenced by the comments in this article, makes, imo the greatest bear case possible.
oh yeah, long Apple
Will Apple Exist 3 Years From Now? How Much Will It Be Worth? [View article]
The concept of breaking a stocks price into price for current worth and cost for future worth is nothing new, it's actually the cornerstone of value investing. However, most die hard Grahmian value investors don't buy tech companies as a rule for the reasons outlined in the article. The author's attempt to apply this types of analysis to a company like Apple is extremely interesting.
Looking forward to future articles. We need more of this on this site.
Will Apple Exist 3 Years From Now? How Much Will It Be Worth? [View article]
I didn't read it but understand it better then you
I am actually more bearish now after reading what the bulls have to say.
Apple: A Mixed Bag Of Competing Considerations From Fundamental To Technical [View article]
This is almost enough to get me out of investing in general. There is way too much emphasis on everyone's fears in the market to have any possibility of rational analysis.
Apple's Institutional Slingshot: Rational Explanation Of Irrational Stock Action [View article]
Apple's Institutional Slingshot: Rational Explanation Of Irrational Stock Action [View article]
Has Apple Finally Bottomed Out? [View article]
Apple Investors' Greatest Weakness [View article]
Wins And Losses In Apple's IOS 6 [View article]
Apple's strategy of doing everything themselves and not wanting to allow anyone else to sit at their table is bound to cause them some troubles IF they are unable to do everything themselves as well as others who specialise in just doing what they do. This Map snafu could be just the first of the negative effects of apple's inability to play nicely in the sandbox. Especially when you consider the possibilities brought about by W8, which is designed to let everyone, from hardware manufacturers to software developers be a part of the story.
Will Apple Sink On Tepid Response To iPhone 5? [View article]
Apple Breaks $700 Barrier, Forms New Partnerships [View article]
Wins And Losses In Apple's IOS 6 [View article]
Apple: One More Thing [View article]
Now, all sarcasm aside, for those of us who know how the stock market actually works, imagine for a minute what will happen now if apple sells the enourmous number of 9.25 million phones this month. This would be great, amazing, stupendous. But it will cause the stock to plummet because the market is all about perception and right now the bar has been set way to high, for a device that offers nothing new. I don't need an iCrystal ball to tell me that.
IMO, apple's strengths have turned into it's achilles heals. It is a company that made a name for itself by innovating, but now its fans are excusing its latest offerings lack of innovation. All apple has to do is keep on keeping on.
It is a company that used its marketing prowess to portray itself as the little guy, I'm a Mac, while the suit was a PC, but lately their image has done a 180, and they are now the monster corporation. How cool is their army of lawyers?
And the cool factor. To me this is their biggest weakness for in the hip world, the bigger you are the harder you fall. Red jeans, wearing your clothes backwards,over sized sports jerseys, britney spears. These things were all so cool at one point, but where are they now? How quick did they fall?
I am long appl but after this launch, for me the writing is on the wall. Their competitors are innovating, while they are just keeping up. Their image has been tarnished by the lawsuits and the shear size of their enterprise.
Today on my way to work, I listened to an audio book of "Beat the Street". In it Peter Lynch says it is time to sell when the perception of a stock is it can't lose, when everyone and their dog is in it, when no price is overpriced, when the things that made it's brand start to evaporate, when everybody already owns one. All of these things apply to apple.
An iPad Mini Won't Move Apple's Stock [View article]