guliamo

Buy Apple, Says Analyst

Hello? Ralph? where have you been for the past 5 years?
Nice of him to wake p from the comma and see an oppertunity in Apple :)
I think his analysis is correct, but out dated. Apple's horizon lies in media selling.
The next step for Apple is connecting iTunes to TV and selling you programs by demand. This will be war against cable companies, a war Apple is poised to win because internet is becoming the primary connection to all homes... 10 years down the line, who needs cable anyway ??

Amazon Gaining Share on iTunes

There's no doubt that on-line music is in it's infancy. I think market share doesn't matter at this point as 95% of music downloaded is still being done illegally.
Apple's ditching DRM was a good move.

Does Anyone 'Touch' Better Than Apple?

I think AAPL is the jewel in the crown. This company should be looking at nice gains going forward. Place your bets before Christmas everyone :)

CE Spending Looks Dismal - But Macs Set to Hit New All-Time High

I don't trust these dumb questioners.. who can answer a question on if they will spend more or less on consumer electronics in the next 90 days.. I think it's ridiculous.
What isn't rediculous is MAC's market share that keeps growing and growing. I hold Apple stock and plan to do so for a very long wile longer:
1. just started selling over seas.
2. zero debt.
3. king of brands.
The rest is just a bunch of blah blah if you ask me..

6 Things Apple's Not Doing Right

I don't think Apple is intentionally focusing on Jobbs and I think he has installed a corporate culture which will carry them for a long while longer.
Sorry, but these "wrong doings" are picking a fight - it's a brave statement aimed at a company who scores a perfect A+ for branding, marketing, technology and performance.
They are Teflon baby, and will remain such for a while..

Apple: Great Company with Lofty Valuation - Due for Pullback

Here we go again... you say one thing, but contradict yourself just to stay on the safe side.
I've owned Apple since may of 2003 and people were always wondering weather the valuation is too rich.. I made 1000% since.
Apple is way more than calculating the number of phones sold... it's a brand!!!

5 Key Quotes from Netflix on the Movie Distribution Business

I was not convinced..
Netflix's answers were very sloppy.. are they really relying on XboX to bring them revenue?
Netflix need to merge with TIVO or die.. Movie rentals by snail mail may still grow for a while but what investor wants to get caught holding the stock when it turns out snail mail is growing no longer.
This is very discouraging from NFLX.

Apple’s Uncharacteristically Sloppy Execution

Analysts reaction to Apples reports was to lower the stocks' price by as much as 10% during beginning of trading.. So what happened that made Apple close at a mere -2.5%?
I think a lot of private investors gobbled up the discount stock awaiting the rebound back to $200.
I totally believe Apple will return to and break the $200 mark. Everything about the company looks great and recession or not, one just has to pop into the Apple store on 5th avenue NY and see the complete mayhem of shoppers cramming in endless lines to get the new AirBook.. have you seen it, by the way?
I definitely want to own stock in a company that produces that kind of machine.

Apple: Justice Case Closed, iPhone Cracked Open

This is a classic. Apple knew how to shmooze the SEC, and i mean it as the biggest compliment!
First they said - it never happened.
Then they said - well, if it did happen, we are sorry.
Then they said - If we're sorry and it isn't enough, we'll do what has to be domne to rectify.
Look at Koby Alexander from Comverse... that idiot went egotistic on the SEC and is now hiding in Nigeria, waiting to be extradited to the FBI and do serious time.
it's all about style - and Apple has tons of it.

iPhone Can Replace Laptops for Majority of Computer Users

Interesting but not new - the difference in price is mostly attributed to the screen so I think you are right, but Apple has nothing to worry about - the MacBook Air is all screen - anything smaller than that would simply be not inconvenient..

Apple iPhone Users to Reach 30 Million by 2010 - Goldman

Without getting into details or analysis my basic idea is that the Brand is king.. Apple will continue to out perform because their story is more than in numbers.. it's the holistic experience that is "Apple".. example:
When you call the Apple store.. there is no IVR asking you to click "dos" for spanish and no waiting around - you get a human answer that directs you straight to where you need to go - that's brand.
When I went to the Apple store to by phones for my girlfriend.. it was a packed store.. so this guy checks me out with a portable credit card machine and sends the receipt to my e-mail.. that's brand.
When I ordered a nano from the Apple on-line store.. the Nano came fully charged and ready to go! How annoying is it when you get a new device, to have to charge it for 24 hours before starting use? Apple get it, so they pre charge it.. that's brand!!
Microsoft has no brand.. it's a nuisance monopoly that one must live with. Some one mentioned the Zune.. are you serious? what a floporama! how many did they sell excluding the gates family, three?
You mentioned LG teaming up with Microsoft, but you can't team up with microsoft.. to team up, you have to know how to share, MS doesn't.
It's been said that the only product Microsoft could launch that wouldn't suck... is a vacuum cleaner.. hehe..

Apple iPhone Users to Reach 30 Million by 2010 - Goldman

We were talking about AAPL getting back to $200 and sure enough - here it is. But there is no real wonder. Apple is quadruple and there are no competitors with as much as a double play. I'll explain:
I predict that in 5 years your life will look like this:
You'll come home from work, stick your iPhone into it's slot on the 50" Apple TV screen, you'll turn the TV on and you'll see a screen looking much like iTunes. You'll then decide if you want to here music from your collection, rent a movie from iTunes or even shop on Amazon and pay through your iPhone / Apple account.
It is clear that the more a buying process that the corporation ownes, the more succesfull it will be in fending off competition. Now check this out, Apple creates:
Hardware (iPhone, MAC and your future TV screen)
Software (iTunes, Leopard)
Communications (iPhone billing rev share)
and.. MEDIA! (selling songs, movies, ringtones)
No one else even comes close!
Microsoft sells only software.
Dell sells only hardware
Verizon sells only communications
Warner Bros Sell only content.
All these players can play on but it won't be long before they have to play ball with Stevie J, Cuz I bought my beautiful 50" TV at the Apple store, I buy my music on iTunes and if the HBO back episode isn't for rent on iTunes I guess I'll just rent something else..
I predict Apple will see $400 within the next 5 years. This company is run brilliantly.