Samsung (SSNLF.PK), unsurprisingly, plans to appeal its harsh legal loss to Apple (AAPL). Apple's response to the jury's verdict: "We applaud the court for finding Samsung’s behavior willful and for sending a loud and clear message that stealing isn’t right." Samsung's response: "It is unfortunate that patent law can be manipulated to give one company a monopoly over rectangles with rounded corners, or technology that is being improved every day by Samsung and other companies." (more) [View news story]
The Apple haters are not going to like this. Time for the APPL shorts to come out fighting...come on lets hear it:
Apple: This Is The Week That We've Been Waiting For (Part 2) [View article]
I might add that without a world class desktop OS let alone an iOS equivalent, its going to be difficult for Google to lead the Mobility era. It has taken Apple and Microsoft as well scores of years to build their respective OS (operating systems) and it highly doubtful that this core ingredient will be replicated by any other company in our lifetime. The real question is Microsofts response. Can they effectively compete with the vertically integrated business model of Apple and along with its powerful eco-system driven by a world class of services that's quietly becoming the super glue of their marketing. Unbelievable that the analyst and investor community do not see this. It is as if they are living in disbelief as its happen in real-time right before their eyes. Remember the dawn of the internet, the Apple owned Mobility industry is much more than we think. Imagine if you had their assets and the $110 billion in cash what would stop you from industry domination and a trillion dollar market cap..Answer nothing. The pundits will continue to yawn as the vice continues to get tighter and tighter so much so that your next car purchase may be swayed by the presence of an Apple ecosystem. On that day the roosters will come home to roost and we can enjoy them as pundits. IT is amazing that we are witnessing disruption after disruption on a quarterly basis while the so called experts are yawning!!!
Time To Rethink Your Apple Investment? [View article]
Ok...this is a developers conference isn't it. Software not hardware focused. Remember Mr. MM, the non tech investor, it takes very high quality, highly integrated software platform to run their devices. Since many investors do not understand or even comprehend the technological advantage of their Eco-System, it is easy to say that the competition is catching up. If someone like Samsung puts out a phone that looks like the iPhone, the technical ignorant would say, wow they are closing in on Apple. Far, far from the truth. I spent many years as a software developer and I can tell you that the utility that the Apple software platform and infrastructure brings to their hardware offerings is enormous. It would take scores of years if not decades to re-invent their software driven ecosystem not to mention the vertically integrated business model, hardware engineering, scalable manufacturing capability and marketing execution. All of that my friend is worth it's valuation of $500+ billion dollars not considering it's $100+billion in cash/near cash assets. It just may take that amount of resource to recreate their business let alone passing them up while they are moving ahead. Who do you think has a vertically integrated Business model with a WORLD CLASS ECOSYSTEM THAT IS HIGHLY INTEGRATED AND RUNS ON THE PORTFOLIO OF COMPUTING , ENTERTAINMENT AND COMMMUICATINS DEVICES that is closing in on Apple. If you find that company, then you should re-think your investment in Apple and let the rest of the world know. We await your findings and detailed investment analysis.
Bill, good overall analysis. It would be great if we could send a trend of the commodity cost as an overlay. That could reveal even more insights. Fact is that with such a global, ever expanding operation how US based analyst along with their foreign counter parts, get a handle on all the moving parts to this enterprise. Enough so that the red flags often followed be white flags do not fly like a kite in the wind but rather have some relevance to guide investors. This enterprise called Apple is in a new orbit, one of its own, we all need to try and step back on create better ways to understand and predict its path. Rhiannon, comments I feel is an echo of my concern. By the way did you publish a q2 forecast and if so how did it measure up.
Skydrive that's all the common user needs is another drive to refer to. Keep it simple please and on theme...It Just Works. You are obviously a power user who needs to interact with the computing environment the old way. Welcome to the post PC era .... You I'll eventually show up and we will welcome you in the Apple future. "cross account...device sync...access to home PC.". Now let me explain that to my 83 year old mother who has an iPad, IMac and iPhone..
We will see you and Microsoft on the other side but bear in mind we are not standing still in the meantime. Imagine when you get there after win8 sp1 the gold post will be at least 2 years out. Our rear view mirror is in position.
GREAT, GREAT article. Few understand that the Apple moat is iOS and OSX which in the near future will be completely integrated sharing the well over 600,000 applications and growing. As Microsofts history has shown it is the applications that make for a powerful, far reaching OS platform. Apple expertise in the object based OS platform along with its vertically integrated business model has dramatically expanded the device platforms that uses its OSs (soon to be singular in OS).
Few analyst understand the power of their software platform especially the Cloud capability. In the earnings call when Tim Cook was trying to explain that he does not see a need to converge the notebook offering with the tablet he handled that explanation well in concluding that they will not go in that direction, even though others will. Not mentioned in his response was the fact the with iCloud, one can choose the device that best suits the situation and not get disconnected from their creation or consumption tasks from one device to another. It's like you don't have to carry the one size fits everything device, yet can be free to choose which one fits the task at hand. This is device freedom. For example today I have a quick trip to New York, no need for a heavy notebook just pack my iPad. Next week I go to LA for a week long meeting, their I will take my Mac Book pro because of the task at hand knowing that iCloud is their to keep my devices synchronized.
Convergence not always best like Tim Cook mentioned in his comment about combing the toaster and refrigerator--sure you can do it but does it make sense. As long as Apple,s powerful software and iCloud moat exists its empire will grow and analyst will continue to get each and every quarter estimate wrong. To the analyst ..this is all new and until you understand the software component of the Apple offering --which will only come when you have an iMac on your desk instead of PC--you will always misjudge the APPL potential and miss the earnings boat.
Sometimes I feel like saying " It's the software stupid". Yet when I see great articles like this one, there is a ray of hope at the end of the APPLE rainbow.
Apple Earnings Preview: Don't Expect The Moon [View article]
I agree with comments above. This is a well written article and analysis. It does have balance and a calm voice upon which to get it words across to the ready. I am long apple as an investment and not a trader. Thanks for your opinion.
Samsung (SSNLF.PK), unsurprisingly, plans to appeal its harsh legal loss to Apple (AAPL). Apple's response to the jury's verdict: "We applaud the court for finding Samsung’s behavior willful and for sending a loud and clear message that stealing isn’t right." Samsung's response: "It is unfortunate that patent law can be manipulated to give one company a monopoly over rectangles with rounded corners, or technology that is being improved every day by Samsung and other companies." (more) [View news story]
Apple: This Is The Week That We've Been Waiting For (Part 2) [View article]
Time To Rethink Your Apple Investment? [View article]
Since many investors do not understand or even comprehend the technological advantage of their Eco-System, it is easy to say that the competition is catching up. If someone like Samsung puts out a phone that looks like the iPhone, the technical ignorant would say, wow they are closing in on Apple. Far, far from the truth.
I spent many years as a software developer and I can tell you that the utility that the Apple software platform and infrastructure brings to their hardware offerings is enormous. It would take scores of years if not decades to re-invent their software driven ecosystem not to mention the vertically integrated business model, hardware engineering, scalable manufacturing capability and marketing execution. All of that my friend is worth it's valuation of $500+ billion dollars not considering it's $100+billion in cash/near cash assets. It just may take that amount of resource to recreate their business let alone passing them up while they are moving ahead.
Who do you think has a vertically integrated Business model with a WORLD CLASS ECOSYSTEM THAT IS HIGHLY INTEGRATED AND RUNS ON THE PORTFOLIO OF COMPUTING , ENTERTAINMENT AND COMMMUICATINS DEVICES that is closing in on Apple. If you find that company, then you should re-think your investment in Apple and let the rest of the world know. We await your findings and detailed investment analysis.
Apple: Some Cause For Concern? [View article]
Apple: Some Cause For Concern? [View article]
Rhiannon, comments I feel is an echo of my concern. By the way did you publish a q2 forecast and if so how did it measure up.
On The Future Of Apple's Growth [View article]
We will see you and Microsoft on the other side but bear in mind we are not standing still in the meantime. Imagine when you get there after win8 sp1 the gold post will be at least 2 years out. Our rear view mirror is in position.
On The Future Of Apple's Growth [View article]
Few analyst understand the power of their software platform especially the Cloud capability. In the earnings call when Tim Cook was trying to explain that he does not see a need to converge the notebook offering with the tablet he handled that explanation well in concluding that they will not go in that direction, even though others will. Not mentioned in his response was the fact the with iCloud, one can choose the device that best suits the situation and not get disconnected from their creation or consumption tasks from one device to another. It's like you don't have to carry the one size fits everything device, yet can be free to choose which one fits the task at hand. This is device freedom. For example today I have a quick trip to New York, no need for a heavy notebook just pack my iPad. Next week I go to LA for a week long meeting, their I will take my Mac Book pro because of the task at hand knowing that iCloud is their to keep my devices synchronized.
Convergence not always best like Tim Cook mentioned in his comment about combing the toaster and refrigerator--sure you can do it but does it make sense. As long as Apple,s powerful software and iCloud moat exists its empire will grow and analyst will continue to get each and every quarter estimate wrong. To the analyst ..this is all new and until you understand the software component of the Apple offering --which will only come when you have an iMac on your desk instead of PC--you will always misjudge the APPL potential and miss the earnings boat.
Sometimes I feel like saying " It's the software stupid". Yet when I see great articles like this one, there is a ray of hope at the end of the APPLE rainbow.
Apple Earnings Preview: Don't Expect The Moon [View article]