Benny G

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    • Thu Mar 27th 09:28 AM | Rating: 0 0
      Commented on:
      Fast Money Recap: 3/26/08: Oil is Well
      @Macke with the call on Apple as a weak consumer play:

      What many people like Macke don't seem to realize is that Apple is thinking way beyond the iPod at this point in their business plan. We can see this forward thinking embodied in the iPhone in addition to the continual upgrade of their computers.

      There can be no doubt that the halo effect of iPod owners switching over the Mac computers has been a huge benefit for Apple's overall market share. (Which continues to far exceed the industry average). Besides, Apple is also in the software business and continues to push into new territories (i.e. video rentals and other multimedia projects like iTV).

      Any company that is trying to compete with Apple at this point is, I think, well behind the game as they not only have to overcome iPod's domination of the market, these competitors also have to find a way to seize on Apple's momentum and figure out a way to transfer music player users to a larger array of more meaningful (and more profitable) products.
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    • Fri Feb 29th 08:21 AM | Rating: 0 0
      Commented on:
      Jim Cramer's Stop Trading!, 2/28/08: iPods, iPhones and Ivan
      Apple is not a one trick pony and the iPod cannot reasonably be compared to the Sony Walkman.

      Apple is a much more innovative company and are certainly not tied exclusively to the iPod or even the iPhone. Their business model has a much longer range in terms of its scope as it includes a hardware and software component across different classes of products including business and consumer. Furthermore, their new and unique (not to mention very usable products) are an exciting preview of what is to come while also at the same time continuing to demonstrate the ingenuity of this company.

      The iPod business, I think, is maturing for the company. However, it has apparently played a part in winning people over to the much more meaningful mac computers, where the real magic of Apple's products lie. I myself have talked to a host of people who, after buying the iPod, have purchased either a mac notebook or desktop computer because they were so impressed by how simple and easy to use their iPod was. Furthermore, I believe the iPhone is part of the aforementioned business plan of Apple to transition the iPod devices to higher-end mini-computers/interne... browsers.

      Clearly, then, I do not think that the iPod or iPhone are the sole long-term components of Apple. Because the company is far more diverse in their offerings, their business plan is far more stable than one that relies mainly on one individual product.
      View article »
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