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  • Investors Wait To Invest New Money In Apple [View article]
    "the price action recently suggests that new money investors in this stock should be patient and wait for it to fall back before considering an investment."

    Actually the exact opposite is true. The price action recently indicates the stock is strong and rising, and price targets for the stock are also rising with several at $130 and higher. It does not appear that a retracement is imminent, to the contrary, it appears that the stock is headed higher.
    Nov 24, 2014. 04:02 PM | 10 Likes Like |Link to Comment
  • iPhone Surging, iPad Collapsing - Apple May Be Near Its Peak [View article]
    jimshaw, defections to companies like Xiaomi are going to come from other Android and Windows vendors. High end consumers are attracted to quality and user experience. Apple is unequaled in both, and as long as Apple continues to produce high quality products and is the only company that provides IOS, Apple will continue to dominate the high end and be the aspirational brand that signifies "making it" in the developing world. World wide demand is so high for Apple products that the resale value for their devices is incredible. I recently bought an iPhone 6, the resale value of my iPhone 5 on Ebay was $300 if I unlocked it. What other company's smartphones are worth the same money as what you paid for it 2 years earlier? I too have a big stake in AAPL, Xiaomi and companies like it do not scare me. The only company that can hurt Apple right now is Apple, and I believe Tim Cook and the Apple board are not going to let that happen.
    Nov 19, 2014. 11:06 AM | Likes Like |Link to Comment
  • iPhone Surging, iPad Collapsing - Apple May Be Near Its Peak [View article]
    At several places in your article you start your analysis with "in my view". Your Apple articles/analyses over the past year have been so incredibly wrong, in many cases completely off base, that your view has no credibility. You also continue with this "market share" meme. You don't understand that the market share that counts for Apple is the high end of the market, Apple's market share in the overall market which includes the very low end is not pertinent. As long as Apple continues to dominate the high end of the market it will do very well even though it's overall market share may decline. I can't believe you are so dense that you don't understand that.
    Nov 18, 2014. 10:59 AM | 19 Likes Like |Link to Comment
  • Pouring A Little Cold Water On Apple Investors [View article]
    "While this may come as a shock to some Apple devotees, Apple does not rule the world. There are competitors that offer impressive products."

    You're partially right, Apple's competitors do have (some) impressive products, but those impressive products are, for the most part, less impressive than Apple's competing products. That's why Apple is beating the snot out of Samsung, Microsoft, Nokia, Blackberry, and whoever else you want to name regarding mobile profits and why Mac computers just broke sale records while Windows machines saw a significant sales decline. Duh.
    Nov 5, 2014. 03:13 PM | 20 Likes Like |Link to Comment
  • Apple Pay Hoopla Shows We Have Hit Peak Apple [View article]
    eenk, you're exactly right. And a good example of exactly the opposite of your Apple example is Amazon. The stock price of Amazon has no connection with the profits of the company. The p/e multiples are usually absurdly high. The stock price is so far ahead of itself that its crazy with fundamentals that make you scratch your head and say "huh". Investors invest on faith, hope, and dreams instead of on fundamentals.
    Oct 26, 2014. 10:49 AM | 2 Likes Like |Link to Comment
  • Update: Apple's Mac Produces Incredible Growth [View article]
    Sean, I agree that iPad Pro will fuel sales, but IMO what's going on with lower iPad sales now is ironically largely due to the quality and longevity of iPads. They last forever and there is less of a sense of urgency to replace them as there is with smart phones for instance. I bought an iPad 2 a few years ago, it still runs as good as when I bought it. I wanted a 4th gen iPad so I gave my girlfriend the iPad 2 and she loves it. It will probably be running great three years from now. The latest iPad Air blows away all the competition in speed tests, has a finger print reader, and is gorgeous. I'm planning on selling my iPad and buying one; I think it's going to boost sales significantly. Hopefully an iPad Pro will come out early next year, I think it will be hugely successful and very appealing to the enterprise.
    Oct 22, 2014. 11:15 AM | Likes Like |Link to Comment
  • Apple Pay Hoopla Shows We Have Hit Peak Apple [View article]
    william, the author has no clue. He's referring to the stupid "market share" numbers that don't break out the low end, mid tier, and high end of the smart phone market. Apple looks poor in the overall market share picture because the extreme low end is huge, and Apple, smartly, doesn't play in that sector. Why? Because there's no money to be made there. However Apple absolutely dominates the high end of the smart phone market and that is where the money is. Look at the US, Japan, Europe, and soon China. Apple is crushing Samsung and others on the high end and that's why Apple makes the lions share of profits. Apple is also making inroads in the mid tier with the iPhone 4,4S, and 5 gaining market share in India and other developing countries.
    Oct 21, 2014. 04:35 PM | 9 Likes Like |Link to Comment
  • Update: Apple Q4 '14 Earnings [View article]
    Thinking DNA, haven't tried Windows 8, I switched to an iMac in 2008 after years of frustration with MS crashes, viruses, and my computer losing its internet connection. I now have 2 Mac computers (and an iPad and iPhone). My only regret is that I didn't make the switch earlier. In the last 6 years I have not had a single computer crash and never lost the internet due to a computer/software glitch. I'll never go back to MS unless I'm forced to by a court of law as punishment for some crime.
    Oct 21, 2014. 03:23 PM | 1 Like Like |Link to Comment
  • Update: Apple Q4 '14 Earnings [View article]
    The record sales of Mac computers in the quarter, over 5.5 million, are very telling especially with the rest of the PC market seeing over a 1% decline in sales. I think this is an indicator of just how compelling the Apple ecosystem is and that many iPhone owners are switching to Apple from Microsoft/Windows for their laptop/desktop computers. My bet is that FY-2015 is going to be huge for Apple partly because of the attractiveness of its ecosystem.
    Oct 20, 2014. 07:53 PM | 14 Likes Like |Link to Comment
  • Forget About Bending iPhones: There Are Better Reasons To Sell Apple Stock [View article]
    Paul, people who want the smaller form factor they can buy the 5S. Apple will be selling it for at least the next three or four years; it's a very capable product, even has the fingerprint sensor. The iPhone 5 and 5C are also still available.
    Oct 20, 2014. 10:33 AM | Likes Like |Link to Comment
  • Apple's Additional Upside Isn't Obvious [View article]
    Gonzalo, thanks for your reply. In an earlier comment Ccoc recommended an analysis by Ben Bajarin published yesterday that addresses Samsung's problem of being just a hardware company vs. a company like Apple that is an integrated hardware, software, services company. Give it a read, I'd like your opinion on it. The link follows:
    Oct 9, 2014. 07:09 PM | 1 Like Like |Link to Comment
  • Apple's Additional Upside Isn't Obvious [View article]
    Ccoc, just read it and highly recommend it to everyone on this thread, it hits the nail on the head. Bajarin eloquently explains the difference between being just a hardware company (Samsung), and being an integrated hardware, software, services company like Apple.
    Oct 9, 2014. 06:28 PM | Likes Like |Link to Comment
  • Apple's Additional Upside Isn't Obvious [View article]
    Gonzalo, I think you are missing an important distinction. On the surface you and others label Apple as just another "hardware" company because the vast majority of its profits derive from iPhone, iPad, and computer sales. What you're missing is that fundamental to the success of it's products and what differentiates Apple from all its competitors is the exceptional user experience and ecosystem. There are plenty of smartphone, tablet, and computer manufacturers out there but none of them can demonstrate the user experience or synergy that exists in Apple's line of products. That's why Apple has been so successful at selling its products and establishing a loyal customer base that grows every year as new customers come in and old customers stay in. That's why thousands of energized people line up to purchase new Apple products as soon as they become available but you never see lines for any other company's new offerings. It's the exceptional user experience, ecosystem, and millions of loyal Apple customers that differentiates Apple from all the other smartphone, tablet, and computer companies. No other "hardware" company comes close.
    Oct 9, 2014. 05:00 PM | 3 Likes Like |Link to Comment
  • iPhone 6 Selling Poorly On China's Gray Market: Are Xiaomi, Lenovo Hurting Apple? [View article]
    Only a fool would pay exorbitant grey market prices when within a couple of weeks the iPhone 6 and 6 Plus will be available in China at retail prices. I guess there are not a lot of fools in China, wish I could say the same for the SA author community.
    Oct 6, 2014. 11:50 AM | 5 Likes Like |Link to Comment
  • Now That The iPhone 6 Is Out, Time To Put Down The Apple Kool-Aid [View article]
    "According to IDC, iOS shipmenst is expected to grow at a 10% CAGR to 247m units in 2018, compared with 184m units this year. This is still lags behind Android's 12% expected CAGR and Window's 28% CAGR. Going forward, I expect Android's compelling value and pricing will be a key proposition for smartphone users."

    In 2011 IDC forecast that Windows would overtake IOS in market share by 2015. In 2012 IDC forecast that Windows would overtake IOS in market share by 2016. It's now 2014 and it is crystal clear that IDC doesn't know what they are talking about; they totally blew these forecasts. Given IDC's awful track record why anyone pays any attention to their forecasts regarding mobile phone OS growth or market share is beyond me.
    Sep 29, 2014. 08:39 PM | 2 Likes Like |Link to Comment
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