JosephKr

The Google Phone: Blockbuster or Bust?

Just a couple of things:

1) Google touts open platform for all and then ties itself to an exclusive with fairly one tenth the coverage of its major competitor (in this case Apple), not counting unknown deals for other countries (where Apple is already well-established).

2) Apple has already sold 5 million iphones in Q3 and is well on track to exceed this in Q4, regardless of any perceived economic downturn whether domestically or abroad.

3) The current market instability will hopefully get resolved once Congress gets off its collective tuchuss and gives Messrs Paulsen and Bernanke what they need to restore investor confidence (and thanks to Mr. Buffett for his move today). at which point everyone who bought Apple between $120 and $130 is gonna be ecstatic with the results when the stock goes right back to $180 to $190 where it rightfully belongs (and beyond).

Apple: Great Company with Lofty Valuation - Due for Pullback

Mark: If you're so sure the stock will pull back, then a smarter course of action would be to buy puts instead of shorting outright. That would limit your downside potential and provide technically unlimited upside without fear of a squeeze.
Apparently you didn't do this, which immediately casts doubt on the whole validity of your article, let alone the glaring errors in assumption that you make.
Just enjoy yourself as you keep watching the stock rise over time. You can think about all the money you either left on the table or lost outright.
Disclosure: VERY long Apple. (and darn glad to be there!)

Research In Motion's 3G Counteroffensive: The Smartphone Arms Race Escalates

And "User 210048" turned out to be "Esoteric1" just so you won't be confused by my reference.

Research In Motion's 3G Counteroffensive: The Smartphone Arms Race Escalates

First, let's thank User 210048 just above for giving the more than 25,000 iPhone developers out there four new ideas to capitalize upon. Yes, you can almost taste the sarcasm.

The point being missed by most (but not all) on this blog is that the iPhone is NOT, repeat NOT, a phone. It's a mobile computer. I think it very amusing that there is a continual flow of "rumors" surrounding the possibility of a tablet Mac, and meantime the tablet Mac is here. It's the iPhone, a tablet Mac, just a bit smaller (for the time being). And as our friend above just demonstrated, there is a literal army of developers out there willing to make sure that any iPhone shortcomings are quickly overcome by appropriate application innovation that is instantly available through the AppStore!

Now, to those of you out there who think that AT&T is going to sit on its tuchuss and not expand and improve its 3G service in the NYC area, you must be living in a fools' paradise. Ergo, the disparity, whether perceived or real, between Verizon and AT&T and therefore between RIMM and Apple service will shortly become less and less of a factor. This will of course have its inevitable effect on more and more corporate users not only because of service improvements, but because of the advent of MobileMe (a far better implementation of push technology than any competitor's model), and perhaps even the iPod's influence away from the office. (What, you think that corporate BB users don't have families with iPods?)

That may sound weird, but it's an intriguing thought: what if, as a natural progression, mostl current iPod users decide to upgrade? Now let's see: if they're going to upgrade and they have the iPod and a cellphone, wouldn't many think that it made more sense to combine the two devices instead of having to keep separate ones? Gee....I wonder what device they'd be likely to pick? The numbers then become fairly staggering for Apple!

As I stated two nights ago: $180 to $185 by the close Monday. Let's see how good a "Nostradamus" for Apple I turn out to be.