BladRnr's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/159235/comments http://seekingalpha.com/article/168503-how-apple-s-market-share-will-propel-stock-to-500-part-1?source=feed#comment-727095 727095

On Oct 23 11:07 AM mrxg4 wrote:

> This is getting ridiculous. As much of an Apple fan I am, I cannot
> envision Apple expanding their market share enough to justify a $500
> price tag on the stock and a market valuation of over half a trillion
> dollars (let's assume for a second that we mean $500 in today's dollars)
>
>
> Don't you think that an extremely large increase in their user base
> wouldn't require a drop in prices? I really like Apple Macs and despite
> the fact that I view the premium paid as totally worth it, some people
> cannot and never will get beyond the higher price tag.]]> Fri, 23 Oct 2009 11:28:57 -0400

On Oct 23 11:07 AM mrxg4 wrote:

> This is getting ridiculous. As much of an Apple fan I am, I cannot
> envision Apple expanding their market share enough to justify a $500
> price tag on the stock and a market valuation of over half a trillion
> dollars (let's assume for a second that we mean $500 in today's dollars)
>
>
> Don't you think that an extremely large increase in their user base
> wouldn't require a drop in prices? I really like Apple Macs and despite
> the fact that I view the premium paid as totally worth it, some people
> cannot and never will get beyond the higher price tag.]]> http://seekingalpha.com/article/167487-apple-s-solid-triple-play-will-be-hard-to-beat?source=feed#comment-722543 722543
No need to shout. It's a Mac, not a MAC.

And what does Windows market share give Dell, HP or MSFT for that matter? This will be the third quarter where all three companies will complain about the economy and blame something other than the business model they decided to pursue. This cheap PC mode only has them begging for table scraps when it comes to profits. This isn't 1995 when the average PC was $3000. There are few profits to be made in the Windows PC space. How much money can MSFT make off a $399 PC? It has nothing to do with market share. It has to do with profit margins. Apple wins hands down (36%) compared to Dell and HP. Win7 might be a great OS but it will not bring huge profits to MSFT because the PC is cheap, cheap, cheap. Those ads are coming back to haunt them. Apple has 90% of the market for computers over $1000. So where are all the profits going? Apple.

MSFT is dying and will become like IBM in three years. Glory days are over. WinMo is a failure. Xbox loses billions over the last three years. Bing is already going down against Google. Nobody is willing to spend $300 on Office anymore. It's all about profits, not market share.]]> Tue, 20 Oct 2009 16:14:25 -0400
No need to shout. It's a Mac, not a MAC.

And what does Windows market share give Dell, HP or MSFT for that matter? This will be the third quarter where all three companies will complain about the economy and blame something other than the business model they decided to pursue. This cheap PC mode only has them begging for table scraps when it comes to profits. This isn't 1995 when the average PC was $3000. There are few profits to be made in the Windows PC space. How much money can MSFT make off a $399 PC? It has nothing to do with market share. It has to do with profit margins. Apple wins hands down (36%) compared to Dell and HP. Win7 might be a great OS but it will not bring huge profits to MSFT because the PC is cheap, cheap, cheap. Those ads are coming back to haunt them. Apple has 90% of the market for computers over $1000. So where are all the profits going? Apple.

MSFT is dying and will become like IBM in three years. Glory days are over. WinMo is a failure. Xbox loses billions over the last three years. Bing is already going down against Google. Nobody is willing to spend $300 on Office anymore. It's all about profits, not market share.]]> http://seekingalpha.com/article/88174-why-is-dell-trying-to-compete-with-the-ipod?source=feed#comment-219578 219578
Could not have said it better myself. The further away from Redmond they could get the better they will be.

I scratch my head and wonder why Dell didn't make their own Linux OS distro years ago. If all you make is the hardware you are a slave to the maker of the OS (MSFT).]]> Thu, 31 Jul 2008 15:23:35 -0400
Could not have said it better myself. The further away from Redmond they could get the better they will be.

I scratch my head and wonder why Dell didn't make their own Linux OS distro years ago. If all you make is the hardware you are a slave to the maker of the OS (MSFT).]]> http://seekingalpha.com/article/86744-apple-unlocking-iphone-profits?source=feed#comment-213440 213440
And what other company has this kind of growth with an almost endless supply of new products in the pipeline that build on one another and that give almost every user a solution? Example: can't afford an iPhone with the 2-year contract? Get an iPod Touch! It gives someone 90% of the capabilities without the contract. Brilliant!

Why Apple went down after the earnings report is beyond me. These analysts just don't get it. What other company is making money hand over fist, selling real products, like Apple? They are a technology juggernaut that is not going to be stopped anytime soon.]]> Thu, 24 Jul 2008 12:09:32 -0400
And what other company has this kind of growth with an almost endless supply of new products in the pipeline that build on one another and that give almost every user a solution? Example: can't afford an iPhone with the 2-year contract? Get an iPod Touch! It gives someone 90% of the capabilities without the contract. Brilliant!

Why Apple went down after the earnings report is beyond me. These analysts just don't get it. What other company is making money hand over fist, selling real products, like Apple? They are a technology juggernaut that is not going to be stopped anytime soon.]]> http://seekingalpha.com/article/85023-which-is-a-bigger-story-iphone-3g-or-tanking-banks?source=feed#comment-206089 206089
We are at war and yet we all seem to forget that. We don't have a war-based economy like we did during WWII, where people made sacrifices. No, we want to support a war (right or wrong) and have our cake (spend like it doesn't matter). We need to realize that our government can't just spend and spend and spend more than we have in the bank. I am not an expert in the financial markets, but I know enough simple economics (Friedman) to know this is not going to be good in the long run. The government's takeover of IndyMac Bank yesterday could be just the tip of the banking industry's collapse.]]> Tue, 15 Jul 2008 12:08:31 -0400
We are at war and yet we all seem to forget that. We don't have a war-based economy like we did during WWII, where people made sacrifices. No, we want to support a war (right or wrong) and have our cake (spend like it doesn't matter). We need to realize that our government can't just spend and spend and spend more than we have in the bank. I am not an expert in the financial markets, but I know enough simple economics (Friedman) to know this is not going to be good in the long run. The government's takeover of IndyMac Bank yesterday could be just the tip of the banking industry's collapse.]]> http://seekingalpha.com/article/71666-apple-strikes-advertising-gold?source=feed#comment-147901 147901 What do you mean? Apple is outpacing the rest of the PC industry by 30% in Mac sales. 100K developers downloaded the iPhone SDK just after it came out and they have licensed ActiveSynch to shut up all those who said the iPhone was not a corporate phone. Apple now sells more music than anyone else. And right now Apple is at ~$151/share. They have gained $30/share in the last month.

And you think this is suddenly going to stop?

Apple does not enter markets unless it has high gross margins. They don't compete on cost. They are debt free and have $20B in the bank. As Jobs said a few weeks ago, the last time the country was in a recession, Apple poured even more money into R&D so they would be even more ahead than their competitors when the recession ended. What did they do? They came out with the iPod. End of story.

The bottom-line is that Apple is not like any other company. They are not tied to any specific industry. If any company can prosper in this recession, it's Apple.

So how do you like them apples?!]]> Wed, 09 Apr 2008 17:39:28 -0400 What do you mean? Apple is outpacing the rest of the PC industry by 30% in Mac sales. 100K developers downloaded the iPhone SDK just after it came out and they have licensed ActiveSynch to shut up all those who said the iPhone was not a corporate phone. Apple now sells more music than anyone else. And right now Apple is at ~$151/share. They have gained $30/share in the last month.

And you think this is suddenly going to stop?

Apple does not enter markets unless it has high gross margins. They don't compete on cost. They are debt free and have $20B in the bank. As Jobs said a few weeks ago, the last time the country was in a recession, Apple poured even more money into R&D so they would be even more ahead than their competitors when the recession ended. What did they do? They came out with the iPod. End of story.

The bottom-line is that Apple is not like any other company. They are not tied to any specific industry. If any company can prosper in this recession, it's Apple.

So how do you like them apples?!]]> http://seekingalpha.com/article/67693-apple-s-new-iphone-applications-no-threat-to-rim-s-blackberry?source=feed#comment-124173 124173 Sun, 09 Mar 2008 10:12:09 -0400 http://seekingalpha.com/article/66762-apple-buybacks-still-a-bad-idea?source=feed#comment-121147 121147
Let's also put into perspective the history of Apple. Ten years ago their stock was $12. Apple was losing billions. Bleeding cash with horrible products. Says a lot about Steve? Yeah. He literally saved the company. Their stock is worth twelve times the amount it was then. Great products. One the most innovative companies in the world. Made a lot of money for many millions of investors had they bought it even a year ago. No debt. And you wonder why they are sitting on a cash horde? Maybe because they are also one of the most conservative, financially, companies in the world. And let me know when Steve goes to jail for stock option misdoing. He was completely exonerated by the Feds.

You can argue they don't pay stock dividends. But in regards to the last year, I don't know what else you want. 100% return on your money not good enough?]]> Sun, 02 Mar 2008 13:40:46 -0500
Let's also put into perspective the history of Apple. Ten years ago their stock was $12. Apple was losing billions. Bleeding cash with horrible products. Says a lot about Steve? Yeah. He literally saved the company. Their stock is worth twelve times the amount it was then. Great products. One the most innovative companies in the world. Made a lot of money for many millions of investors had they bought it even a year ago. No debt. And you wonder why they are sitting on a cash horde? Maybe because they are also one of the most conservative, financially, companies in the world. And let me know when Steve goes to jail for stock option misdoing. He was completely exonerated by the Feds.

You can argue they don't pay stock dividends. But in regards to the last year, I don't know what else you want. 100% return on your money not good enough?]]>