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6 Comments

    • ON: Tue Jul 22nd 08:31 AM
      Commented on:
      Steve Jobs' Health: A Red Herring
      Although the selloff is unfortunate, it does have a reasonable basis (less than expected future earnings, questionable CEO health). This uncertainty is the chief reason for the share price decline. To deny the uncertainty, whether or not you agree with it, is not being rational. To blame it on hedge funds or TV shows is somewhat simplistic.

      Apple still has a bright future, and if you are a patient investor, I suspect that you will be rewarded with a higher stock price over time. Despite today's uncertainty, investors will not be able to continually ignore the continued improvement in Apple's core businesses, and its ability to produce strong earnings and cash flow. At some point, the the pessimism will ebb.
      View article »
    • ON: Sat Feb 9th 10:31 AM
      Commented on:
      Apple's Valuation Is Looking Attractive Again
      Good analysis. Determining reasonable valuation is always difficult. One of the issues is that Apple is definitely a momentum stock, and unfortunately we have a lot of negative momentum right now.

      I believe that what's sometimes missed is seeing the forest from the trees. The month-to-month and quarter-to-quarter sales numbers for macs, iphones, and ipods are going to vary, and will definitely be impacted by the consumer recession.

      However, where will the company be in two, three, of five years?

      If you want to invest in Apple, you have to believe, as some do, that Apple is on the leading edge of the digital consumer electronics industry. Apple has its hands in many of the major categories of electronics: computers, cell phones, music, and video. These are all large and profitable markets. Apple also has a significant advantage with sophisticated software technology, that few companies can match.

      To believe that Apple will not succeed in these areas does not seem to be reasonable. To believe that these industries will not grow significantly in the upcoming years also seems unlikely to me.

      I suspect that the long-term investors in this stock will be rewarded, as long as they can tolerate the inevitable hiccups along the way.
      View article »
    • ON: Sat Feb 9th 06:29 AM
      Commented on:
      Apple Production Plans: Strength in Macs, Weakness in iPods and iPhones
      Good to have a second source for supply checks, and thanks, Eric, for providing the information to common investors who otherwise wouldn't have access to such information.

      It seems to suggest that the strength in mac sales may overcome any "weakness" in ipods/iphones.

      Selling over 1 million iphones in this quarter will still be a remarkable accomplishment, especially since this is (1) in only the third quarter of production, (2) in the midst of a consumer recession, and (3) Apple is new to the market, having never sold phones before.

      This is still early in the game. I suspect that Apple will have plenty of tools to boost iphone sales numbers in the future.
      View article »
    • ON: Tue Oct 16th 11:47 AM
      Commented on:
      Over-Hyped Apple Has No Real Value
      I have to aplogize, James, for accusing you of the misleading title to your article. Your article was quite reasonable, though I have a difference in opinion. But your editors at seekingalpha should have better ethics than this. Trying to "bait" readership with inflammatory, inaccurate titles only denigrates the reputation of the whole web site.
      View article »
    • ON: Mon Oct 15th 09:17 AM
      Commented on:
      Over-Hyped Apple Has No Real Value
      While your arguments may have some merit, the title of your article is offensive, and does not belong on any reputable website. Certainly, the title is misleading at best (you even give the stock a rational value), and outright lying at worst. Perhaps this is done to bait readership to the article?
      View article »
    • ON: Wed Sep 20th 04:50 AM
      Commented on:
      Microsoft's Strategy To Grab iPod Market Share: Subsidize Zune To the Tune of $150
      That would be kind of a crazy business strategy. Lose money on MP3 players, lose money on songs. The only reason to do this is to spite Apple (which, of course, is not beneath Microsoft).
      View article »
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