How Apple Stock Should Be Valued: P/FCF [View article]
najdorf ...
That's the whole point of the article and other associated articles mentioned; Apple is NOT being valued correctly, and does NOT 'command a high price'.
The stock is at a bargain if compared correctly on its fundamentals, cloaked to some extend by the subscription accounting.
And to say AAPL is 'not guaranteed the right ...' is being Master of The Obvious.
The point made over and over again is that the GROWTH POTENTIAL is there. Apple has penetrated some 8% of the computer market, some 1% of the mobile phone market, and now making a play for the living room, which it probably has a miniscule percentage of the market.
Care to name ANY other company with similar growth potential and the tools in place to capture that growth?
No company will grow at 40% a year forever, including Apple, but if you feel safer with GE, MMM and a diversified bank - all which got slaughtered and do not have a fraction of the growth potential as AAPL - be my guest and buy those companies.
Is Amazon’s Kindle Success Sustainable? [View article]
Kindle, and ebooks, will absolutely, positively flop. I know this for certain.
Any human getting a Kindle wants more by a factor of a million an iPhone 3G or practically any Apple product. And on top of that, years upon years have proven ebooks to be a non-starter.
Go ahead, run up Amazon on bullshit stories of gold in them thar hills in the form of Kindle. But that Humpty Dumpty is going to have a great fall.
Either way, the few who do think they are ebook readers will go with either iPhone, iPod Touch or the next great thing from Apple.
Will Activision Beat iTunes to the Beatles? [View article]
Frankly, its too late for the majority. They have already acquired it via the file sharing sites, and thus, this committee of idiots can keep their catalog.
Apple: Analysts Still Diverge on iPhone [View article]
Toni Sacconaghi is the least competent analyst on Apple to have ever commented. He has been consistently wrong with flawed analytical analyses and consequently flawed conclusions.
It's laughable to watch the anti-Apple sheep cling from anything Sacconaghi says to everyone's gawking over Jobs appearance.
Jobs made it crystal clear ... '"There's this missing product in the middle. It just doesn't exist".
Legions of people agree.
Flash is a vexed and hated relic of in-your-face, web-experience-killing... bloated garbage unsuitable for mobile devices .. period.
Jobs won the first round already with YouTube and their adoption of H.264 to link with their iPhones. I can't see him following down the same tired, failed path of Nokia et al with Flash Lite.
Its crap. Steve ... DON'T DO IT. Lets keep our iPhone browsing experiences clean and fun.
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The Long Case for Apple [View article]
But nice try by an obviously soft-spoken nice guy.
Apple's Bipolar China Disorder [View article]
Buddy, quit it ... give it up and go do something else. You add no ... zero ... value to our understanding of AAPL.
How Apple Stock Should Be Valued: P/FCF [View article]
That's the whole point of the article and other associated articles mentioned; Apple is NOT being valued correctly, and does NOT 'command a high price'.
The stock is at a bargain if compared correctly on its fundamentals, cloaked to some extend by the subscription accounting.
And to say AAPL is 'not guaranteed the right ...' is being Master of The Obvious.
The point made over and over again is that the GROWTH POTENTIAL is there. Apple has penetrated some 8% of the computer market, some 1% of the mobile phone market, and now making a play for the living room, which it probably has a miniscule percentage of the market.
Care to name ANY other company with similar growth potential and the tools in place to capture that growth?
No company will grow at 40% a year forever, including Apple, but if you feel safer with GE, MMM and a diversified bank - all which got slaughtered and do not have a fraction of the growth potential as AAPL - be my guest and buy those companies.
Is Amazon’s Kindle Success Sustainable? [View article]
Any human getting a Kindle wants more by a factor of a million an iPhone 3G or practically any Apple product. And on top of that, years upon years have proven ebooks to be a non-starter.
Go ahead, run up Amazon on bullshit stories of gold in them thar hills in the form of Kindle. But that Humpty Dumpty is going to have a great fall.
Either way, the few who do think they are ebook readers will go with either iPhone, iPod Touch or the next great thing from Apple.
And you can ebook that.
Will Activision Beat iTunes to the Beatles? [View article]
In fact, I say let them eat catalog.
Apple: Analysts Still Diverge on iPhone [View article]
It's laughable to watch the anti-Apple sheep cling from anything Sacconaghi says to everyone's gawking over Jobs appearance.
The Adobe-Apple Standoff [View article]
Legions of people agree.
Flash is a vexed and hated relic of in-your-face, web-experience-killing... bloated garbage unsuitable for mobile devices .. period.
Jobs won the first round already with YouTube and their adoption of H.264 to link with their iPhones. I can't see him following down the same tired, failed path of Nokia et al with Flash Lite.
Its crap. Steve ... DON'T DO IT. Lets keep our iPhone browsing experiences clean and fun.