Zoltan L. Kovacs

Apple: Set to Double Again

Apple shares are now in the strong hands, and the good news are yet to come for selling them.

Breakdown Of U.S. Sales Numbers for Broadband Enabled Devices

Apple TV might become not just a hobby, but a valuable experiment. Almost 500' sold makes it a market financed one.

100% Gainers and Their Estimated P/Es

Apple's future P/E might be much lower due to new accounting rules. In the meantime a non-GAAP multiple could do aswell.

iPhone App Store Beats Android Market 250:1

It seems it all boils down to the way of financing (ads vs paying) those software stores and not about openness. This determines pricing which itself has huge side effects, like commoditization and likely impacts on quality later on.

Note to Google: Disruptive Efforts Don't Always Succeed

It seems that Google is relying more and more on defensive strategies. Maybe its a sign of GOOG's core business becoming a commodity or at next for decreasing innovative potential within search.

Apple Seems Desperate to Enter Chinese Handset Market

I would not call AAPL desperate. They are taking their time and are not selling at any price. The higher segment in China is still at its very early stage, so they have time to figure out a specific deal for China.

Apple's Future as a Services Business

What is so open about Google's approach? Its system for advertising? You cannot compare an innovator with a company fiiling old wine into new bottles and transferring its market dominance from one segment to another. Besides, AAPL's software is sold at symbolic prices (hardware is subsidizing it).
Concerning service: Apple is building ecosystems around its products, that is at the core of its development.

Apple's Current Valuation Is Still Reasonable

From a strategic view: Apple is market leader in a number of product segments based on customer focus and technology. It is positioned as premium quality supplier with affordable pricing. With the current resources and capabilities it can out innovate competitors while building a strong community and high loyalty.
Financially: great margins with growth on a cash-flow basis while minimizing risks through diversification (product portfolio) and pricing. It still has plenty of room and flexibility for lowering prices if necessary.

Mad Money: The Smartphone Revolution Continues

This is really just the beginning: mobile internet with high and growing functionality, convergence of devices, and of course lots of improving apps. Combine this with social networks.

Will 2010 Be the Year of the Tablet?

Apple is a master for ease of use and that might make a difference. Anyway its an interesting topic and an interesting world nowdays.

Key Google Frenemy: More Enemy than Friend

Board membership at Apple is in many cases more a profect than a permanent task. The case with Schmidt was a project and a very successful one for both companies and the industry as a whole. Why misinterpret it?

Why Eric Schmidt Had to Go

It will be interesting to see who replaces Schmidt: maybe CSCO? Google's ambitions on the Web are a bit difused and defensive, there doesn't seem to be a clear vision about the Web as an OS or App replacement.

I Quit the iPhone

You'll be back with the next version of the iPhone.

Palm Holding Up Relatively Well After Pre Release

Smartphones are a great market to be in. Apple has plenty of resources and creativity to channel into market and product development.

The iPhone: Lessons on Industry Pricing Power

Apple is wel positioned for the competition and they seem to have the right mindset and strategy for the current economic environment. It looks like they will be able to keep fine margins while lowering their prices. The new product portfolio is simply great and better nuanced. Now all aluminium MacBooks are Pro except for the Air.