Seeking Alpha

bbor55

bbor55
Send Message
View bbor55's Comments BY TICKER:
  • The 5 Reasons Apple's Earnings Report Was Huge [View article]
    Now all that is needed to get back to previous highs is an actual new product.
    Apr 24, 2014. 08:09 AM | 1 Like Like |Link to Comment
  • The Cheaper iPhone Is Already Here [View article]
    Also, concerning VZ I saw this intersting fact the other day, VZ got the iPhone starting in Feb 2011. A high majority of all cell phone users do not upgrade early. I would also suspect there is metrics showing a large influx of purchases of iPhones in Feb 2011. And, VZ has the highest customer base.

    What I hope this is saying is, Feb 2013, 2 years after VZ launch, we will see a much larger sale of iPhones from VZ than compared to last year at this time, or previous months (other that holiday season).
    Jan 10, 2013. 01:13 PM | 1 Like Like |Link to Comment
  • The Cheaper iPhone Is Already Here [View article]
    Moreover, unsubsidized prices are mentioned, but the iPhone4, which is still better than a lot of what is out there, is FREE with service. Look at the other products available for free and tell me that the iPhone 4 doesn't blow them away.

    One example: On Sprint, the HTC Hero, pre-owned, with a 2 year service agreement is still $29.99! I owned this phone for 2 years, the battery didn't last a day, the keyboard didn't register touches half the time, and it crashed on the reg.

    Point being, not sure why a cheaper phone is required when a new iPhone 4 is the same cost as a Samsung M400 flip phone that resembles phone and features from 2002.
    Jan 10, 2013. 01:07 PM | 1 Like Like |Link to Comment
  • Apple: A Look At The Chart, Historical Comparisons, And Academia [View article]
    AAPL just sold over 2 million phones in China in 3 days, thats 7.4% of projected Q4 total iPhone sales... in 3 days... in one country.

    In the U.S. the first three days produced over 5 million sold, that would be over a quarter of total expected sales.

    As many have said, this is a weak comparison, yes, Microsoft, Cisco, Netflix are all in the same general industry as Apple. Yes, they all have charts that look similar. But, comparing companies at different times of the past with current performance and trying to make a case for future movement just because companies have charts that look the same seems pretty weak.

    Correlation does not equal causation when circumstances are incredibly different.

    Cash on hand, increasing. Total sales, increasing. Product lines, increasing, Dividends, increasing... While price and P/E decrease.

    Mentioning market share decrease is a joke. Overall sales continue to increase and will, lowering margins not increasing them. Market share decrease in a market that is expanding at a great pace (smart phones and tablets) is laughable.
    Dec 17, 2012. 11:44 AM | Likes Like |Link to Comment
  • Apple Shares Are A Screaming 'Bye' [View article]
    A price target of $380 would put an AAPL P/E ratio at 8.6, I am not sure how that is justified when average in their industry is ~14, and I think we would all agree that AAPL does what it does better than all of others in that sector.

    And the fact that they have an absurd $120 billion sitting in whatever banks that money is sitting in.

    For the last two years AAPL has never dropped below a P/E of 13 if I am seeing things correctly on this chart:
    http://seekingalpha.co...

    Except for recently, as it is now at 12, and one reason why I, and others, think the price is low.

    To drop to 380 and maintain a P/E of even a low 10, revenue would have to drop significantly, I don't see how that is at all possible with record sales.
    Dec 14, 2012. 08:22 AM | Likes Like |Link to Comment
  • Apple Shares Are A Screaming 'Bye' [View article]
    I think you are underestimating the past Apple products. iPad create an entire new market, iPod absolutely destroyed every other MP3 player available, iPhone the same, iTunes created the first widely available single song purchase.

    We don't know what Apple TV will be, and sure it could fail miserably, but with a track recrod like this, I am almost positive AAPL will not release a product that is simply a nice big screen HDTV to get head on against an LG sitting on a shelve in Best Buy.

    We all know cable is dying, like the music industry was, if they can change the viewing relationship with content providers like they did with the music industry (and NetFlix is getting close to doing), and other features not seen anywhere else, it could be big.
    Dec 12, 2012. 04:30 PM | 2 Likes Like |Link to Comment
More on AAPL by bbor55
COMMENTS STATS
154 Comments
404 Likes