Brandon

Apple, Microsoft, Google: Cash vs. Cash

Or they might be waiting for an opportunity instead of spraying money cannons in every direction like MSFT.

Revisiting the iPhone's Browsing Market Share

I'm not an Apple fanboy, but I like this stock a lot at 140. I would like it a lot more at $130 but I don't see that happening. All the people screaming 'it's broken support it's going to $115' are really pushing it.

Apple as a Target

The stock market is insane right now. Can anything else be said?

An Optimist Looks at the Market

Everyone being negative does not signal a market bottom. What signals a market bottom are research reports that show how oversold certain stocks are with math that makes sense. As yet, I haven't seen a single analyst write anything concrete displaying nice value in any of the major financials.

I sold everything I had when the Nasdaq was at 5100. Why? Because there were analysts starting to write reports like, "XYZ company would have to have 300% growth for 15 years before their P/E ratio would be 30"

Inotherwords, this market needs more certainty. There are risks all over the place that cannot be easily calculated. Apple is a case and point. How much will Mac, Ipod, Iphone, Itune sales be hurt by the economic slowdown we're in? That's an unknown, and just like people are willing to pay a premium for log term growth visibility, the reverse is true for unknowns.

This is a difficult market. There's no doubt about it.

The Wireless Application Marketplace: Apple, Google, Microsoft and RIMM

Will be interesting to see what happens during the exclusivity period with t-mobile.

Dow 30 Price Targets - Too Much Optimism?

Citibank and these other companies need to figure out how much the crap on their books is worth. That's It.

Apple Joins Microsoft in Fear Factor; Look to Lenovo

I find it amusing that people could compare Apple to Microsoft at this point. It's crazy. Microsoft made the blue screen of death a joke that millions upon millions of Windows users could painfully laugh at. There are really very very few problems with the Iphone and the vast majority of the problems are cause by people screwing with them.

But if you want to compare the two companies that's fine but realize that no matter how many people whine and complain about Microsoft they still bought and still buy the products. Windows and Officer are juggernauts and while Apple has to scratch and claw for market share, Microsoft's cash cows will be sitting there doing nothing inspiring, yet still making billions and billions of dollars.