RT's Comments RT's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/12510/comments Steve Jobs' Health: A Red Herring http://seekingalpha.com/article/86139/comments?source=feed#comment-211353 211353
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.]]>
Tue, 22 Jul 2008 08:31:01 -0400
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.]]>
Apple's Valuation Is Looking Attractive Again http://seekingalpha.com/article/63627/comments?source=feed#comment-115391 115391
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.

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Sat, 09 Feb 2008 10:31:26 -0500
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.

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Apple Production Plans: Strength in Macs, Weakness in iPods and iPhones http://seekingalpha.com/article/63794/comments?source=feed#comment-115379 115379
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.]]>
Sat, 09 Feb 2008 06:29:01 -0500
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.]]>
Over-Hyped Apple Has No Real Value http://seekingalpha.com/article/49797/comments?source=feed#comment-98828 98828 Tue, 16 Oct 2007 11:47:20 -0400 Microsoft's Strategy To Grab iPod Market Share: Subsidize Zune To the Tune of $150 http://seekingalpha.com/article/17193/comments?source=feed#comment-65029 65029 Wed, 20 Sep 2006 04:50:32 -0400