Apple: What You Should Know About Weak Link In Tech Titan's Chain [View article]
rapp77... the surface isn't selling because it is an undeniable piece of crap. i played with one at Best Buy over the holidays. BB didn't allow it to be connected to the internet. (There were 4 or 5 units, all off line). If my iPad worked like the surface RT, I would consider it broken. Worse, my favorite PC vendor, Lenovo, had a convertible unit with a touch screen running Win8. A half dozen clear show stopper issues popped up in 5 minutes of playing.
Win8 is a loser, IMO and the Surface will soon be on sale next to the Zune, and maybe will follow the Kin into the sunset.
Sad, because the Win7 box (Dell) I am typing this on is pretty decent, just better thought out. Surface is obviously rushed, disjoint, inconsistent, and beta (RT, anyway.) It has enough shortcomings to make it a good boat anchor, but not a good tablet.
Apple: What You Should Know About Weak Link In Tech Titan's Chain [View article]
Too soon for the obit, sonny.
Market share is meaningless if it does not include profit. Android phones generally don't. They are given away. For the most part, they should be.
The vast majority of users don't want to tweak and hope... they just want something that works and does what it is supposed to. Apple products (minus the temporary Maps snafu) work with almost everything they have to work with. Everywhere. Most of the OS upgrades get adopted and most of the apps transfer to new phones when they are available.
I don't know if I get more tired of reading lame crap like this or writing the obvious retort. You wrote this for clix, and damn it, you managed to do nothing but scatter dust. Apple is in the mother lode and the rest of these phone yahoos are panning for gold in the kitty litter. No wonder they spend like there's no tomorrow. They are confounding confusion and commotion. How much they spend isn't why I'd buy their stupid stocks. How much they earn is a little more important, now, don't you agree?
If Apple Isn't Investing In Apple, Should You? [View article]
From Elsewhere on Seeking Alpha:
"Friday, December 21, 10:55 AM The iPhone's (AAPL) U.S. share soared to 53.3% in the 12 weeks ending Nov. 25, per Kantar ComTech - that's up from 48.1% in the 12 weeks ending Oct. 28, and far above the 35.8% seen in the year-ago period. Android's (GOOG) U.S. share fell to 41.9% (down 1090 bps Y/Y). But again, the roles are switched in Europe, and then some: Android had a 61% share in the EU5 (up 920 bps Y/Y), and the iPhone 25.3% (up 250 bps). Do European sales have something to do with iPhone order cut reports? Android had 72.2% of "Urban China," and 60.7% of Brazil. (tables - PDF)"
Friday, December 21, 10:55 AM The iPhone's (AAPL) U.S. share soared to 53.3% in the 12 weeks ending Nov. 25, per Kantar ComTech - that's up from 48.1% in the 12 weeks ending Oct. 28, and far above the 35.8% seen in the year-ago period. Android's (GOOG) U.S. share fell to 41.9% (down 1090 bps Y/Y). But again, the roles are switched in Europe, and then some: Android had a 61% share in the EU5 (up 920 bps Y/Y), and the iPhone 25.3% (up 250 bps). Do European sales have something to do with iPhone order cut reports? Android had 72.2% of "Urban China," and 60.7% of Brazil. (tables - PDF)
who knows? the STOCK market is different than the PHONE market. One runs on air and speculation.
Google does some things right. So does Microsoft. Apple does MOST things right. The market, on the other hand, just does things. Anyone who makes money trading makes it from a bunch of other people who don't make money. It's a money MOVING machine, not a money MAKING machine. Apple is a money MAKING machine. Google makes a little. Comparatively speaking, most other companies make none. (Amazon, HTC, Nokia, RIM, to name but a few....)
If Apple Isn't Investing In Apple, Should You? [View article]
Crack pipe residue. Where is your evidence for Apple hiring people to man the lines? You may have mistaken this forum for the Birther forums or something. Jeez.
If Apple Isn't Investing In Apple, Should You? [View article]
Let's apply the same reasoning chain to you. What is your track record on analysis as it applies to revolutionary companies in real time, not historic mode? Can you show us any credibility other than your pseudonym? Spending all this time suggesting lack of vertical integration is a problem while not once using the term 'vertical integration' doesn't make me warm and fuzzy about the concepts you pump. You seem not to realize how vertically integrated they already are and/or you don't seem to know much about the risks of excessive vertical integration. ( I'm thinking we're still in business school, right? )
Apple presents a problem in analysis. Nothing like this has existed that I can recall. Sure, market sentiment for their products can decline. Will that offset the huge increase in total available market or be swamped by its effect? Will another company come along and develop the multi-tiered, sticky, integrated, working, profitable, well-marketed, trend-setting product LINES (!) overnight? Will hundreds of millions of users trash their app purchases to move to a new platform? Will the Microsoft retail stores beat Apple's to a pulp? Wait! There ARE NO MICROSOFT RETAIL STORES OF ANY CONSEQUENCE! I FORGOT!! Or any OTHER manufacturer's, for that matter.
No, little man. This isn't Apple, it's year end market dynamics. The bears (who last week were the bulls) love to hypothesize. The market is tired of the volatility, but it's responsible for it. Hopefully, the inevitable gushing of wonderful pre-earnings news that is 180 degrees reversed from this pervasive, speculative crap will soothe the fears of the timid market, and on Jan 1, the funds will buy again to avoid getting relegated to the back bench if they aren't into AAPL in a big way come December, 2013.
Will Apple Stay Premium In The Long Run? [View article]
from a recent post i made:
"Got to play with a Win8 RT Surface Pad in a Best Buy this week. Worked it with a buddy who is an MS IT guy. Nice hardware, but if my iPad worked the same way as the Surface, I'd consider it broken. Went and played with a Lenovo convertible running Win8. Nice, and best of breed but all of those little IOS things and Apple features like not having keys on the bottom when you hold the unit to try and use it as a tablet make that a show stopper. The Android competition was fierce and abundant, and entirely indecipherable. Literally scores of alternatives in every flavor of Android OS made and with price points that ranged from nearly free to about iPad level. No human without at least my level of computer experience could be expected to make an intelligent choice. Certainly not Dad or Granny. Game (and industry profits) still belong to Apple. Intel Surface Pro is also priced several hundred bux higher. I can't see this resolving in the next 12 months in favor of MS. Nice hardware, though. (Love the $200 keyboard accessory. Very nice. )"
so, Apple is still making the best of breed stuff, has a pipeline, organizational momentum, the best engineers in the industry, and a commanding lead where it counts... in profitable products for a marketplace that is willing to pay for them.
the competition's business plans are incoherent. no one is making a buck. think back to how quickly MS vanquished Apple back in the old days and see the same dynamic in reverse right now. by the time surface catches on as a worthwhile device, MS will be 5 years behind. (they are already three behind.
right now, apple made more PROFIT in its 'missed' quarter than 1/2 of the Fortune 100 had in ANNUAL SALES. Think about that long and hard. This outfit isn't just printing money, it owns the ink, presses, paper, and engraving tools.
It is still a buy on fundamentals and momentum. It's the end of the year, though, and things are weird at the end of the year, particularly when the capital gains stuff is still in limbo.
The Golden Nugget That Makes Traders Wealth Trading AAPL & RIMM [View instapost]
Disagree that charts do anything of actionable, routine predictability or you'd be Warren Buffet today, sir.
Game changers in your assessment include the random split, which spreads whatever emotional energy drives stock into a vastly larger investor market with different emotional and economic energies. That's just one example. While 'mean reversion' exists, the means of determining where things are headed tomorrow does not, and selling charts and technical analysis is just black magic. If you don't think so, trade your entire personal net worth on your next 10 predictions and show some proof of conviction. Why in the world would I take your chart advice if you don't? Why does anyone?
Fundamentals speak in favor of buy and hold on Apple now. Their market, their organizational health, their successful products, the manufacturing excellence, their ecosystem and their weak competition are generally favorable long term and while not possible to accurately predict and quantify, suggest BUY.
Agree, he wasn't a god, but he was right about flash. Whether you can make something pretty with it is secondary to the buginess and the power sucking nature of it. Even Adobe agrees. That shiz be gone, bro.
Apple: Bottom Target Hit, And New All-Time Highs Coming [View article]
Charts are a wonderful tool for predicting the past. Unless you have a credible connection between some mass social response and a "fourth wave bounce", it might as well be sheep entrails at the Oracle of Delphi, IMO. Sorry. The proof is this: if charts worked, we'd all be billionaires. If they even worked a little, we'd all be very well off. (Reminds me of prayer. God can cure cancer but not amputations. )
However, to the extent that your article touches on fundamentals of the stock (other than its price) such as untapped and eager markets, I'm with you 100% . Apple will see new highs, soon, and big. You can ignore a lot of things, but piles of money on the floor are unambiguous in their testimony. Growing piles speak even louder. Money that used to have "Microsoft" or "Google" or "HTC" or "RIM" or "Sony" printed on it scream it.
$1000 in 2013, maybe more. If Apple splits, sooner rather than later. The bigger the split, the faster the move. This is simply supply/demand, a chart which has symbolic utility for illustrative, not quantitative purposes.
Apple: What You Should Know About Weak Link In Tech Titan's Chain [View article]
Win8 is a loser, IMO and the Surface will soon be on sale next to the Zune, and maybe will follow the Kin into the sunset.
Sad, because the Win7 box (Dell) I am typing this on is pretty decent, just better thought out. Surface is obviously rushed, disjoint, inconsistent, and beta (RT, anyway.) It has enough shortcomings to make it a good boat anchor, but not a good tablet.
Apple: What You Should Know About Weak Link In Tech Titan's Chain [View article]
Market share is meaningless if it does not include profit. Android phones generally don't. They are given away. For the most part, they should be.
The vast majority of users don't want to tweak and hope... they just want something that works and does what it is supposed to. Apple products (minus the temporary Maps snafu) work with almost everything they have to work with. Everywhere. Most of the OS upgrades get adopted and most of the apps transfer to new phones when they are available.
I don't know if I get more tired of reading lame crap like this or writing the obvious retort. You wrote this for clix, and damn it, you managed to do nothing but scatter dust. Apple is in the mother lode and the rest of these phone yahoos are panning for gold in the kitty litter. No wonder they spend like there's no tomorrow. They are confounding confusion and commotion. How much they spend isn't why I'd buy their stupid stocks. How much they earn is a little more important, now, don't you agree?
On that score, we have a clear winner.
If Apple Isn't Investing In Apple, Should You? [View article]
"Friday, December 21, 10:55 AM The iPhone's (AAPL) U.S. share soared to 53.3% in the 12 weeks ending Nov. 25, per Kantar ComTech - that's up from 48.1% in the 12 weeks ending Oct. 28, and far above the 35.8% seen in the year-ago period. Android's (GOOG) U.S. share fell to 41.9% (down 1090 bps Y/Y). But again, the roles are switched in Europe, and then some: Android had a 61% share in the EU5 (up 920 bps Y/Y), and the iPhone 25.3% (up 250 bps). Do European sales have something to do with iPhone order cut reports? Android had 72.2% of "Urban China," and 60.7% of Brazil. (tables - PDF)"
Yup. Apple is on the ropes. Panic.
Is Apple Still A Buy? [View article]
Friday, December 21, 10:55 AM The iPhone's (AAPL) U.S. share soared to 53.3% in the 12 weeks ending Nov. 25, per Kantar ComTech - that's up from 48.1% in the 12 weeks ending Oct. 28, and far above the 35.8% seen in the year-ago period. Android's (GOOG) U.S. share fell to 41.9% (down 1090 bps Y/Y). But again, the roles are switched in Europe, and then some: Android had a 61% share in the EU5 (up 920 bps Y/Y), and the iPhone 25.3% (up 250 bps). Do European sales have something to do with iPhone order cut reports? Android had 72.2% of "Urban China," and 60.7% of Brazil. (tables - PDF)
Is Apple Still A Buy? [View article]
Google does some things right. So does Microsoft. Apple does MOST things right. The market, on the other hand, just does things. Anyone who makes money trading makes it from a bunch of other people who don't make money. It's a money MOVING machine, not a money MAKING machine. Apple is a money MAKING machine. Google makes a little. Comparatively speaking, most other companies make none. (Amazon, HTC, Nokia, RIM, to name but a few....)
If Apple Isn't Investing In Apple, Should You? [View article]
If Apple Isn't Investing In Apple, Should You? [View article]
Apple presents a problem in analysis. Nothing like this has existed that I can recall. Sure, market sentiment for their products can decline. Will that offset the huge increase in total available market or be swamped by its effect? Will another company come along and develop the multi-tiered, sticky, integrated, working, profitable, well-marketed, trend-setting product LINES (!) overnight? Will hundreds of millions of users trash their app purchases to move to a new platform? Will the Microsoft retail stores beat Apple's to a pulp? Wait! There ARE NO MICROSOFT RETAIL STORES OF ANY CONSEQUENCE! I FORGOT!! Or any OTHER manufacturer's, for that matter.
No, little man. This isn't Apple, it's year end market dynamics. The bears (who last week were the bulls) love to hypothesize. The market is tired of the volatility, but it's responsible for it. Hopefully, the inevitable gushing of wonderful pre-earnings news that is 180 degrees reversed from this pervasive, speculative crap will soothe the fears of the timid market, and on Jan 1, the funds will buy again to avoid getting relegated to the back bench if they aren't into AAPL in a big way come December, 2013.
Will Apple Stay Premium In The Long Run? [View article]
"Got to play with a Win8 RT Surface Pad in a Best Buy this week. Worked it with a buddy who is an MS IT guy. Nice hardware, but if my iPad worked the same way as the Surface, I'd consider it broken. Went and played with a Lenovo convertible running Win8. Nice, and best of breed but all of those little IOS things and Apple features like not having keys on the bottom when you hold the unit to try and use it as a tablet make that a show stopper. The Android competition was fierce and abundant, and entirely indecipherable. Literally scores of alternatives in every flavor of Android OS made and with price points that ranged from nearly free to about iPad level. No human without at least my level of computer experience could be expected to make an intelligent choice. Certainly not Dad or Granny. Game (and industry profits) still belong to Apple. Intel Surface Pro is also priced several hundred bux higher. I can't see this resolving in the next 12 months in favor of MS. Nice hardware, though. (Love the $200 keyboard accessory. Very nice. )"
so, Apple is still making the best of breed stuff, has a pipeline, organizational momentum, the best engineers in the industry, and a commanding lead where it counts... in profitable products for a marketplace that is willing to pay for them.
the competition's business plans are incoherent. no one is making a buck. think back to how quickly MS vanquished Apple back in the old days and see the same dynamic in reverse right now. by the time surface catches on as a worthwhile device, MS will be 5 years behind. (they are already three behind.
right now, apple made more PROFIT in its 'missed' quarter than 1/2 of the Fortune 100 had in ANNUAL SALES. Think about that long and hard. This outfit isn't just printing money, it owns the ink, presses, paper, and engraving tools.
Is Apple Still A Buy? [View article]
Apple: Bottom Target Hit, And New All-Time Highs Coming [View article]
Apple: Bottom Target Hit, And New All-Time Highs Coming [View article]
The Golden Nugget That Makes Traders Wealth Trading AAPL & RIMM [View instapost]
Game changers in your assessment include the random split, which spreads whatever emotional energy drives stock into a vastly larger investor market with different emotional and economic energies. That's just one example. While 'mean reversion' exists, the means of determining where things are headed tomorrow does not, and selling charts and technical analysis is just black magic. If you don't think so, trade your entire personal net worth on your next 10 predictions and show some proof of conviction. Why in the world would I take your chart advice if you don't? Why does anyone?
Fundamentals speak in favor of buy and hold on Apple now. Their market, their organizational health, their successful products, the manufacturing excellence, their ecosystem and their weak competition are generally favorable long term and while not possible to accurately predict and quantify, suggest BUY.
Apple's Institutional Slingshot: Rational Explanation Of Irrational Stock Action [View article]
Apple's Institutional Slingshot: Rational Explanation Of Irrational Stock Action [View article]
Apple: Bottom Target Hit, And New All-Time Highs Coming [View article]
However, to the extent that your article touches on fundamentals of the stock (other than its price) such as untapped and eager markets, I'm with you 100% . Apple will see new highs, soon, and big. You can ignore a lot of things, but piles of money on the floor are unambiguous in their testimony. Growing piles speak even louder. Money that used to have "Microsoft" or "Google" or "HTC" or "RIM" or "Sony" printed on it scream it.
$1000 in 2013, maybe more. If Apple splits, sooner rather than later. The bigger the split, the faster the move. This is simply supply/demand, a chart which has symbolic utility for illustrative, not quantitative purposes.