bryanyc

The Hidden Financial Impact of Apple's iPhone

Great analysis, we need this. Must think about some of the possible gotcha's to the scenario though, such as dramatically decreasing prices due to heavy competition......every one and their uncle at microsoft sees the golden eggs here......

By How Much Will Apple 'Blow Away' Its 10M iPhone Target?

Personally I don't think there is going to be a jump and then dump in the stock. AAPL the stock is performing a little on the weak side the last week- which means that it has bumped up against what was considered to be its top value recently at around 190. So, I wouldn't play the sell just before the sell the news. That wasn't the way it happened with the last earnings report either. A good report: in the first minute the stock was up 10 points, then it dropped down some 18 points then wound up at about the same price in the after hours trading. The next few days it persistently rose higher. I think the big drop offs are done for awhile. What we are going to see IMHO is a slow, almost agonizingly slow, and gradual climb into the mid 190's- up a few, down a few, etc. with perhaps a few points of gain a week. By the end of the year we should make and hold 200 - 210. However, 2009 will be one of the most incredible years ever for Apple and AAPL though: 300 is in the cards.

Apple Should Increasingly Dominate Key CE Markets

$600 for an iphone? So last year. Did you hear about the price cut?
The 4 legs of Apples business plan would more likely be:
1. MP3 2. Macs 3. Iphone 4. Media delivery / iTV
To EtoileBrilliant: the Nokia N95 wipes the floor with the iphone??? Do you have one?? Its not how much you cram in its how elegant and usable the device is. By the way, how thick is that n95?