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bjnflicks

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  • Apple: In The Smartphone Race, Samsung Has Already Lost [View article]
    Android is an inferior OS and getting worse every day. Google is an inferior company to Apple and getting worse every day. Ditto Microsoft.

    Now that we know and accept this - Wall St can you please start investing in a way reflecting reality? Why does AAPl sill have a much lower PE than MSFt or GOOG, two compoanies they just beat the pants off? Some kind of reverse prejudice?

    Now you can see what drives Icahn crazy and makes him buy so much AAPL. I agree completely. Wall St continues treating AAPl as if its old tech. NOT! it is new tech.The leading new tech. The most profitable company in history. So why keep the stock so cheap? Duh.
    Jan 29, 2015. 11:26 PM | 4 Likes Like |Link to Comment
  • Apple: In The Smartphone Race, Samsung Has Already Lost [View article]
    to be honest, Samsung is no longer a relevant topic except to tell people how badly Apple defeated them. It is a complete rout. I doubt anyone will ever pay $600 for a Samung phone again. Ever.
    Jan 29, 2015. 11:23 PM | 2 Likes Like |Link to Comment
  • Apple: In The Smartphone Race, Samsung Has Already Lost [View article]
    As Apple nears $200B in cash, U.S. Senators once again propose a repatriation tax break
    By Sam Oliver
    Thursday, January 29, 2015, 06:09 pm PT (09:09 pm ET)

    U.S. Senators Barbara Boxer and Rand Paul on Thursday announced the "Invest in Transportation Act of 2015," a proposal that would allow companies such as Apple to bring foreign cash reserves back to the U.S. at a significantly lower tax rate while using the proceeds to replenish the Highway Trust Fund.

    Load up on cheap AAPL stock. This bill will pass. And if they can bring 200 billion home almost tax free, they can afford to buy any of the 10-20th biggest US companies outright with cash. That is phenomenal. More likely they would buy the infrastructure. Towers and bandwidth. and maybe video content. They could buy all of Hollywood for 100 billion, It is not worth more, And all parties there have their price.
    Jan 29, 2015. 11:22 PM | 6 Likes Like |Link to Comment
  • Google misses by $0.20, misses on revenue [View news story]
    You also see GOOG using the forex excuse. Apple did not use any excuse and despite losing 4% of their gross because of the strong dollar they beat Wall St by 20%. Expect more of the sme going forward. MSFt and GOOG fading as AAPl surges.
    Jan 29, 2015. 05:15 PM | 5 Likes Like |Link to Comment
  • Google misses by $0.20, misses on revenue [View news story]
    Does anyone here even look at internet ads anymore? Tv ads work. Internet ads rarely do. I never click on them except by accident. And some of them are total scams or even viruses.

    Now Google Search doesn't give you the honest results, it targets you toward paid ads and for-pay services when what you want is probably free somewhere else. This is true even if you are merely trying to check the weather or find someone's zip code.

    Google has also totally failed in hardware especially whenever it tries to compete with Apple. Huge huge losses esp from Motorola never priced into the stock.

    And bottomline, GOG stock is expensive. Not as bad as FB but about double the PE of AAP, which is making ten times as much money and actually growing fast. GOOG is no longer growing. it is shrinking except in sheer numbers of non-paying customers.
    Jan 29, 2015. 05:14 PM | 3 Likes Like |Link to Comment
  • Google misses by $0.20, misses on revenue [View news story]
    AAPL has beaten GOOG and Samsung. it is over. Android (and Windows too) are now the official OS's of the cheapskates or unsophisticated. They are Class B. Apple and IOS are Class A. And within Class A, Apple has zero competition.

    GOOG has more and more competition going forward, worst of all from AAPL itself.
    Jan 29, 2015. 05:10 PM | 1 Like Like |Link to Comment
  • Google misses by $0.20, misses on revenue [View news story]
    Incredibly GOOG is up a little after hours. Wall St loves it when GOG continues missing earnings, fading and failing as compared to AAPL.

    This cannot stand for long. Smart money is going to start seeing through this nonsense, dumping or shorting GOOG and buying AAPl instead I have never seen a more obvious investment choice, have you?

    GOOG at 26 PE and AAPl at 13 PE? makes zero sense. The two should be reversed.
    Jan 29, 2015. 05:08 PM | 1 Like Like |Link to Comment
  • Google -2.6%; declining ad prices and network clicks take a toll (updated) [View news story]
    I also see they invested 1 billion in SpaceX, if you want to call it an investment. That is probably money thrown away. Might as well give it to charity. And their military robots and Google glasses and self driving cars, none of it ready to market and so far all wastes of money.
    Jan 29, 2015. 05:05 PM | 3 Likes Like |Link to Comment
  • Google -2.6%; declining ad prices and network clicks take a toll (updated) [View news story]
    Bottomline, I use Google all the time and have never paid them a dime. have you? Of yeah I bought a $220 Chrome Book for my kid but those are loss leaders. Google probably loses money on each unit. Then they try and datamine the kid. As if that has any real value. But aside from that never paid them a dime, and facebook the same, free services basing earnings on clicks and data-mining to target ads. A lousy business model compared to Apple where everyone pays the max price upfront and then keeps paying, gladly.

    And just wait until Aapl really ramps up its search and ad businesses.
    Jan 29, 2015. 05:04 PM | 2 Likes Like |Link to Comment
  • Google -2.6%; declining ad prices and network clicks take a toll (updated) [View news story]
    Google has not been growing for a year or more. Don't forget this is like the 5th time out of 6 they have missed earnings and the other time Wall St took it as a beat but they really missed and the stock went up 100 points the next day.

    The GOG honeymoon with Wall St shold be over now, and transfered to the deserving bride instead, that is AAPL. AAPl blows away GOOG in all respects including its super cheap stock. I sold my GOOG long ago and bought AAPl instead. It is not too late for everyone to do the same, The difference will probably be about 50% maybe in the first year. GOOG could easily go down 20% now, and AAPL deserves to be at least 50 points higher though 25 is probably more likely due to Wall St's unfair treatment of AAPl stock. That is not going to change overnight but it will gradually change, at which point AAPl could be at 190 and GOOG 390. Very possible.

    Also remember two things, GOOG derives much of of profits from IOS and their deal to be #1 search on IOS comes to an end this year. Once it does, expect AAPL to not re-up it, but to either replace Google Search or charge them twice as much.

    Plus, GOOG invested 12 billion in Motorola and never wrote it off. I believe they got 2 billion cash from Lenovo plus a bunch of stock. Since Lenovo is also in trouble now (along with Samsung) that stock has likely gone down a lot. And Motorola pones are not selling which weights even more on them both. Bottomlone you have about an 8 billion pure loss which has never been declared nor priced into the stock, in fact amazingly Wall St bid up the stock when GOOG announced they were giving up and dumping Motorola. Ditto Microsoft and Nokia by the way. That is also a nearly total loss.

    Remember always, any company that competes with Apple loses big. But you can still win big by dumping the loosers and investing in the winner.
    Jan 29, 2015. 05:02 PM | 3 Likes Like |Link to Comment
  • Apple takes top spot in China for luxury gifts [View news story]
    Anything Apple is the ultimate gift you can give overseas. Most beautiful women in the developing world would fall into bed with you if given an iPhone. It also makes the ultimate business gift. and the Apple Watch will succeed in part because it too will become the hottest gift item in tech, from the low end $395 to the high end in pure gold at $2000 (or whatever). This is all gravy for AAPL as nothing from the Apple Watch nor APple Pay has ever been priced into this stock.
    Jan 29, 2015. 04:49 PM | 5 Likes Like |Link to Comment
  • Apple: In The Smartphone Race, Samsung Has Already Lost [View article]
    Look at Google miss earnings AGAIN, as I have been telling people for a long time. GOOG is no longer a growth company, they are fading. Why? Because they cannot compete with Apple amongst premium customers. Wall St has been in love with GOG for a long time, while sceptical about AAPL and overly critical.

    Hence, AAPL stock remains dirt cheap compared to earnings growth, while GOOG is very expensive. And things could get a lot worse for GOOG soon depending on what Apple has planned once Google Search's contract with IOS runs out this year. If Apple replaces Google Search on IOS, GOG should go down 100 points and AAPl up 20 more points. Of course AAPl should already be 50 points higher to that is a moot point.

    A pattern emerges now. Any company competing with Apple is losing big. Facebook is lucky it doesn't compete with Apple, but they ever try they too will lose. The list of victims is long with GOOG and and Samsung at the top of the list. and BTW when will Google finally declare a writedown of 9 billion for their loss on Motorola? That was their big effort to attack iPhones, and it failed miserably
    Jan 29, 2015. 04:47 PM | 4 Likes Like |Link to Comment
  • Apple: In The Smartphone Race, Samsung Has Already Lost [View article]
    No Samsung will not be fine. They have spent something like 30 billion on their high end Galaxy phone division and right now no one wants to buy one unless they slash prices to below cost. They are too proud to admit total defeat yet, but they will need to soon. Other big losers and victims of Apple's excellence are Google, Msft, Qcom, Lenovo, Motorola (Google again), Pay Pal, Sony, Blackberry - the list goes on and on. Watch makers are next.
    Jan 29, 2015. 01:44 PM | 39 Likes Like |Link to Comment
  • Apple: In The Smartphone Race, Samsung Has Already Lost [View article]
    Apple customers are not sheep. They are smart, with in and very happy with their purchases because Apple and only Apple makes products and a seamless ecosystem which is faster, better, safer, cooler, more intuitive and saves loads of time. It is also a status product with a very strong resale value, so Apple products are cheaper than they seem. Typically you can get about 50% of your money back after two years if you sell your used iPhone or Mac. That is phenomenal.
    Jan 29, 2015. 01:42 PM | 29 Likes Like |Link to Comment
  • Apple: In The Smartphone Race, Samsung Has Already Lost [View article]
    We are talking about Samsung's phone business not its other divisions. The other divisions are not affected by Apple.
    Jan 29, 2015. 01:39 PM | 2 Likes Like |Link to Comment
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