Think

Apple: Set to Double Again

One of the few at Seeking Alpha that actually understands Apple's earnings.

Android Market Now Over 10,000 Applications Strong

Android may have 10,000 apps, but these apps may not be available on ALL android phones out or that are going to be coming out just because there will be different phones with different hardware uncompatible with some of the apps.

This is one area where Apple has an advantage. Apple provides one phone with essentially all the same functionality which makes it much easier for developers to reach a significant amount of people with one app (rather than altering apps to meet varying phones' specs).

Then again, this is somewhat of a disadvantage to AAPL as it does not give them much room to make significant hardware changes in short periods of time, which may prove necessary in the fast changing environment of cell phones...but it doesn't seem like this has negatively affected apple so far and by the time it does affect apple it may be after enough time has passed to justify a significant hardware change to app developlers. So I would still bet on Apple to beat out Android (at least just from an app point of view).

Microsoft vs. Apple - Which Is Worth More?

Wow...you need to do a little more research. Do you realize that if you account for the iphone sales that have ALREADY been sold, but not yet recognized under GAAP, you would have a P/E ratio about equal to MSFT? And do you really think that MSFT has nearly as high of a growth potential as AAPL?

Apple has roughly 10% market share in computers, yet if you look at the market share of college students (the people who will influence future purchases) that number is much higher, suggesting that the computer segment alone has much growth potential.

Further, Apple may have an edge in smart phones, but smart phones do not yet make up a huge portion of cell phone purchases. Therefore, as smart phones gain in popularity, iphone sales grow regardless of whether they keep the same market share within the smart phone segment.

Lastly, the introduction of the iPhone in China alone would be well worth a premium multiple for Apple. The iPhone is already a big hit in China and it hasn't even been legally available there.

But, I guess your disclosure at the end explains it all: you went short when Apple had already taken a beating and now you're trying to convince others to sell. Please stop spreading your complete BS analysis if you are not going to include a real full disclosure of at least mentioning iphone sales in China (whether you agree with the impact or not) and the deferral of iphone revenue which causes the large P/E multiple.

Apple Is Still a Great Investment, Right? Not for Value Investors

Not really sure where you argue that it's not a good buy for a value investor...and I'm not sure what other stocks you are referring to that are up greater than 111%. Granted I agree that there probably are some other stocks that you can possibly get a higher return, but based on your arguments I just don't see how you can say it's not a good investment for a value investor.

Apple Seems Desperate to Enter Chinese Handset Market

I wouldn't say they're "desperate" to enter China just because they dropped the revenue sharing model...in giving up that in the negotiations they were able to lock in a guaranteed 3 year contract to sell at least 3 million iphones. So it's not a matter of being desperate, it's a matter of them being determing to enter a market with a huge consumer base and negotiating for the best possible entry. They gave in some but they got some in return...wouldn't say that's desperation.

Insiders Continue to Sell, Sell, Sell

Insiders could be just cashing in some of the profits...anyway, on a more serious note...when did everyone decide to start typing "an" instead of "a" in every instance? "An" should only be used before words that begin with a vowel sounding first syllable such as "an apple" or "an hour (here the 'h' is silent giving a vowel sounding syllable)," whereas "a" should be used before consonant sounding syllables such as "a horse" or "A GRAPHIC." Not trying to be an ass I just see it all the time and it bugs the hell out of me.

The Case for Shorting Apple

Looks like you put a lot of analysis and thought into this...no point in arguing...you're just being a dumbass.

25 Companies That Lost America Nearly $1 Trillion

You can't say Countrywide is down 100% when they were bought out...

Death of the Big Bank Model

wow...how shortsided. because banks are massive they're going to fail...it has nothing to do with reckless lending...just the fact that they're TOO big and complex. btw...how many times have we been shown that these banks are doomed?

Apple's Problems - Bad to the Core?

I couldn't even get past the inaccuracies in the first paragraph...a trendline based on a qurter??? Not to mention that this was a quarter that blew away analyst expectations. Stop trying to be a contrarian sensationalist and look at the facts...if anything there is an UPward trend in sales.

Visa: Already Priced to Perfection

It seems as if everyone here is simply looking at price. It's as if I could own a lemonade stand A and sell 100 shares for $10 each, watch it go up to $100, and then sell 800 shares of lemonade stand B at $20 each and everyone will expect it to go to $100. There's more to these stocks than just price and when you get a stock that has been hyped as much as V, it's hard for me to believe that, in a fairly efficient market, it was priced too low. I admit that I'm no expert, but it doesn't take an expert to realize you can't compare the price of one stock with 800 outstanding shares to that of another stock with 100 outstanding shares. I expect Visa to get up to $80 very quickly and then fall shortly after to the original price.