Zobby

10 Reasons Not to Buy Apple

One of the dumbest articles on Apple ever.

"No room to grow in wireless market" ? The smartphone market is one the fastest expanding markets around. Apple sold more iPhone 3GS in a shorter time, 1 million in a weekend although launched in fewer countries in a recession than the 3G. People are upgrading from normal cell to smart phones. People changing from Samsung, Nokia etc to iPhone. The mobile computing market, small powerful computers like the iPhone, iPod Touch and the rumored iTablet are the next big thing in computing. While others are saying it's equivalent to the birth of the PC and internet revolutions you've got "no room to grow". Forbes: "Collins Stewart analyst Ashok Kumar estimates Apple shipped 6.8 million phones in the June quarter alone" , remember when the iPhone first came out Apple hoped to sell 10 million a year.

You say "Apple's slice of the U.S. computer market fell to 8% in the fourth quarter of 2008, from 9.5% in the third quarter of 2008, according to Forbes (source)." Did you actually read the data that's been coming out the last week or so? Morgan Stanley : " "Apple began to outperform the broader commercial PC segment -- with commercial Mac shipments up 25% month-over-month in May versus market growth of just 1%," That doesn't even fully take into account the spectacular sales of the new Macbooks, the new 13" Macbook Pro is selling out. Apple Insider: "Apple's newly-coined 13-inch MacBook Pros appear to be off to a hot start, with the company reportedly having difficulty keeping some of the new models in stock as it enters the heart of the back-to-school buying season. In a note to clients Tuesday, Piper Jaffray analyst Gene Munster pointed out that the Apple online store is currently reflecting lead times of 7 to 10 business days for the faster of the two 13-inch MacBook Pros. He notes this is the most extensive delay affecting the company's 13-inch notebook models ever.

The analyst, which regularly tracks and records lead times for products on the Mac maker's online store, said he had to look back more than two years into his records to find similar delays, and even then they spanned just 5 to 7 business days. "

As for iPod Saturation. Many people are shifting to the higher priced iPod Touch due to the thousands of apps available. Yesterday numerous articles e.g. at least 3 articles on Zdnet (a PC oriented site) alone! said that the Touch if it gets the rumored camera (Tech blogger Michael Arrington reported Monday that Apple has placed orders for a "massive number" of camera modules for the iPod.) it will be a 'disruptive', a category killer. Read Forbes "Why Apple Could Kill Your Camera". In short a camera equipped Touch will sell like hotcakes.

Won't bother to comment on the rest but the above is enough to show how poorly researched this article is.

Expect Major Changes in the Mobile Landscape Imminently

Zune and the statement "I bet that has got you excited"

As the joke goes "all the people who have the current Zunes, all 12 of them are excited".

Really the Zune is barely breathing and on life support. In the January quarter sales down by 54%. Zune has lost millions for Microsoft.

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The division that Zune belongs to Msfts Entertainment and Devices
Division made a paltry of 426 million for the entire 2008 fiscal year.

Gamesindustry:

"Microsoft released its Q4 and FY 2008 earnings reports today, with the Entertainment and Devices Division reporting a USD 426 million profit over the year."

Note that E&D contains Zune, Xbox, all the Msft. devices like keyboards and mice, All Windows Mobile licenses, and many other
things. And this division one of only five divisions in Msft. made a miserly 400+ million in one whole year!

PC Advisor in January says that the Zune is heading towards 'Zero Market-share" echoed by the Wall Street Journal: "at its much faster rate of decline, the Zune player looks like it's headed from low to no market share".

Apple execs must really like the Zune, a comparison of the Zune to an iPod Touch must be best PR Apple can have for the superiority of Apple technology.

Companies' Cash Holdings: The Winners and Losers

I notice that you have Apple net cash at 23 billion.

Apple CFO Oppenheimer said during Q1 financial report on Jan 2009 said that Apple had over 28 billion in cash and no debt. The quarter before that Apple had over 25 billion.

venturebeat.com/2009/0.../

Am I reading the reading the financials wrong? Perhaps i am but I just wanted to point it out.