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an234

an234
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  • Apple's Last Chance To Dominate The High End [View article]
    Sorry Ashraf. I follow ur articles but don't understand how Icahn can destroy Apples balance sheet. Pls explain. I am new at this but am long aapl.

    Thanks.
    Jan 6, 2014. 01:37 AM | 2 Likes Like |Link to Comment
  • Forget MyFord And The Rest: Apple And Google Will Own Your Dashboard [View article]
    Mr Blair I agree with you that it is hardly worth the effort for apple based on the numbers of sales expected. I imagine it is there to complete the ecosystem that Apple provides for its clients. In taht way, it will distinguish itself from say a Sony phone where the integration may not be as good as it is within the Apple ecosystem.

    Question: Do you feel, with iBeacons and iMaps, it is possible that they are going into it for advertising. Drive by the pizza place and know their specials of the week? Do you feel they would have numbers there?
    Jan 4, 2014. 08:22 AM | 1 Like Like |Link to Comment
  • Buy Apple: I Maintain My High Price Target, And Here's Why [View article]
    Hkc

    I just asked a simple question. Do u see any real competitor right now in the high end segment?

    Being heavily invested in Aapl, I am always looking for what the downside is, who the competitors are etc. all I have from the bears thus far is some Wall Street numbers arguments ( eg not high enuf ASP even though they beat the estimates last quarter etc). I am looking for a meaningful discussion not hiding behind statistical gimmickry as is often noted in this space.

    So, if u have ideas re the big competitor to AAPL in the high end arena, I would be pleased to hear it. Thanks
    Dec 31, 2013. 06:56 AM | 3 Likes Like |Link to Comment
  • Buy Apple: I Maintain My High Price Target, And Here's Why [View article]
    Last I checked there were no subsidies on the ipad, iMac, air book.. They seem to be able to sell the odd one
    Dec 31, 2013. 06:56 AM | 3 Likes Like |Link to Comment
  • Buy Apple: I Maintain My High Price Target, And Here's Why [View article]
    OK Ashraf. Clearly you are entitled to your opinion and I quite frankly enjoy some of your articles.

    That said, the lack of innovation at Samedung, the pathetic marketing even with a bloated budget and a seeming lack of direction while spitting out products does leave one wondering WHO is compete with Apple in the high end sector.

    Without obvious challengers, with Apple being run masterfully, what exactly do you see as the BIG problem for Apple, Wall Street machinations aside?
    Dec 31, 2013. 04:25 AM | 5 Likes Like |Link to Comment
  • Buy Apple: I Maintain My High Price Target, And Here's Why [View article]
    Ashraf staying firm.. Does not see that he would be leading the pack calling for the same for AAPL had they dropped 9% in the last three months.

    Galaxy S4 is a fail. The Gear was a disaster. They lost the lawsuit AT HOME in Korea.

    Game, set and match.

    Thank you for coming out.
    Dec 31, 2013. 03:26 AM | 13 Likes Like |Link to Comment
  • Look for institutional buying in Apple - UBS [View news story]
    Ok I am new here but how slow are these institutions in recognizing the potential of a company. Isn't the worth of the institutional investor that they know more than the verge investor.. And hence would be jumping all over the AAPL stock if not at 400 then 450, then at consolidation phase between 515-525? Are they not a little late to the party?

    Even I as a novice from Toronto (our mayor does crack and has 50%+ approval rating) can see it is a BUY now. Big deal UBS.
    Dec 3, 2013. 07:49 AM | 8 Likes Like |Link to Comment
  • Apple May Earn $46 Billion In Annual Profit From TV By 2020 [View article]
    My son, 15, traded his iphone5 with his grand father (my father) who had bought a galaxy 4 for its screen size advantage. My father does some trading on his cell.

    My father hated the galaxy 4 and traded with my son for his iphone 5.

    My son regrets the decision.

    His phone is for communication, for all others he uses the ipad air.
    Dec 1, 2013. 12:58 PM | Likes Like |Link to Comment
  • Apple May Earn $46 Billion In Annual Profit From TV By 2020 [View article]
    wow. you know sooooo much... wish I had time to learn from you... write some articles maybe?
    Dec 1, 2013. 12:57 PM | Likes Like |Link to Comment
  • Apple May Earn $46 Billion In Annual Profit From TV By 2020 [View article]
    Alex I enjoyed your article except had a problem with your assumption that the growth of iTV will parallel iPhone's. That said, a piece like this would have to make some assumptions.

    Apple has a history of re-packaging things that exist and "standardizing" them. I imagine it will do this to the home entertainment system. It is a natural fit.

    I would appreciate Alex your review of what iFinance may look like.
    Dec 1, 2013. 12:56 PM | Likes Like |Link to Comment
  • The Explanation Behind Apple's Gross Margin Decline, And Why The Future Looks Brighter [View article]
    I don't agree with the sentiment and as a long time owner of aapl stock cannot say I have not felt the same way many a moment.

    In spite of all of that the stock seems to be heading in the right direction.

    I think the stock would take a big hit if Cook were to step down any time soon.

    My sense ( hope ) is the stock price is consolidating at the 520 mark and then will run upto the 550 ish area.
    Nov 16, 2013. 08:19 AM | Likes Like |Link to Comment
  • First iPad Air reviews solid, Apple sets $11B FY14 capex budget [View news story]
    Does capex include the new building they are moving to?

    Thanks for the article
    Oct 31, 2013. 08:23 AM | Likes Like |Link to Comment
  • Apple Is Slowly Rotting: Rosy Financials Mask Competitive Disadvantage And Souring Future [View article]
    Summary: aapl has become too dependent on iPhone, ipad sales. Those markets have matured and so while there is still growth, not as robust as when these products were launched. Einstein.

    Apple is making new products but they won't be as big. OK then.

    Buy Qualcomm. No I don't need to present data, my Brain hurts.
    Oct 27, 2013. 08:52 AM | 1 Like Like |Link to Comment
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