Uncle Miltie

Motorola Droid: A Promising iPhone Challenger

Here is the quandry - will Verizon cripple the Droid with all the Verizon "our way or the highway" demands, or will the open Android "anything goes" model be running on the droid?

If the device is crippled, it becomes another blah iPhone wannabe.

If the device is not crippled, Verizon loses several potential revenue streams (tv, gps, ringtones, etc.).

Until I see proof otherwise, I'm betting that Verizon will not give up those secondary revenue streams, relegating Droid to also-ran status.

Why Apple Should Start Wooing Verizon Like Google

The title of this article should read "Verizon needs to roll out LTE ASAP so it can get iPhone". Until the big V gets it done (like Bell did in Canada), no iPhone. It's as simple as that.

Jobs' Integrity: A Reason to Buy Apple

That is exactly correct - Apple has over $32 per share in cash and 0 debt. Back out the cash from the stock price, and you have a better indication of EPS - in the 17x range. And it still does not correctly account for deferred iPhone and Apple TV earnings, which might be worth another $10 per share (my SWAG, unsure of the real number). Both of those factored in to a company continuing to beat all earnings estimates and continuing to grow even during a recession, and it's hard to go wrong with AAPL the stock.


On Apr 28 06:41 AM Roger Knights wrote:

> "23X EPS is a little rich right now"
>
> I'm fuzzy on the details, but I have the impression that the EPS
> figure doesn't include the deferred earnings from the iPhone, and
> isn't adjusted for the huge portion of the share price that is based
> on Apple's $30 billion cash hoard. With those two adjustments made,
> and in light of Apple's new products in the pipeline, a price of
> $150 wouldn't be excessive.