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  • China Falls Off iPhone 6 Launch Map [View article]
    Another knucklehead article falsely claiming that Apple and China Mobile have forgotten about CHina as a market. As if. Just the opposite is true.

    Remember, China's equivalent of Christmas is a month later than ours. They will therefore get their release a month later than ours. Makes perfect sense.

    And to pretend as the author does that he is privvy to Apple's top secret supply chain and release schedule. I suppose Tim COok texted him about this and confessed he has no idea how to sell anything in CHina anymore. LOL
    Sep 16 08:24 AM | 1 Like Like |Link to Comment
  • Apple Demand Explained By Thorstein Veblen [View article]
    PS: Blair brags about his Blackberry phone and Cartier watch. Smacks of being ten years behind the times, doesn't it? The Apple Watch is going to take a huge chunk out of the luxury watch market. And there is nothing they can do about it. A gold Apple Watch will be a much better status symbol than a Cartier or Rolex. Those are for old rich men who don't know how to use computers.
    Sep 16 08:21 AM | Likes Like |Link to Comment
  • Apple Demand Explained By Thorstein Veblen [View article]
    Blair, can you answer one question honestly? Is Samsung paying you?
    If not, why did you use lines from their PR campaign to describe their dud new releases nobody wants? Hmm?

    Samsung's bank Nomura which like you downgraded AAPL at the bottom, also recently scolded Samsung for being arrogant and overly confident of their brand. They are basically telling them to stop losing billions trying to compete with Apple. Now that a larger iPhone is available, nobody wants Samsung anymore. Xioami, Lenovo, LOG and Huawei are Samsung's competitors now, in a race toward the bottom in terms of profit margins.

    Apple has ascended to its own level far above.

    And Blackberry isn't even in the game anymore. Nor will Windows phones be in a matter of months.
    Sep 16 08:19 AM | Likes Like |Link to Comment
  • Apple Demand Explained By Thorstein Veblen [View article]
    Blackberry is finished. I just visited South America again where Blackberry used to be strong. I shopped for a phone for my girlfriend and vendors have basically stopped selling Blackberrys. Or if they have any left they are $150, about the sme price as an Alcatel feature phone.

    Some people say Michael Blair's Canadian pride in BB is what has been his downfall. Whatever the case, you might as well buy Radio Shack or Sears. Once great companies that may not even exist in a year or two. I think BB has about 2 billion left in the bank, if that. And their burn rate is 750 million per year. Working with a skeleton crew and unable to mount any kind of global release they literally need a miracle to survive.

    In fact in a year or so, Blackberry may be nothing but an ap on IOS and a service company for the few nostalgic BB users left. Yes they have always had excellent security, but that has not stopped their fall to near bankruptcy and extinction.
    Sep 16 08:15 AM | 1 Like Like |Link to Comment
  • Apple Demand Explained By Thorstein Veblen [View article]
    If history is any guide, January will be the peak month for AAPL stock, though it also pops in December and April and mid summer. The only exception was that one black year after Jobs died. But instead of buying all he would get in the 400's, fools like Michael Blair here actually shorted the stock.

    I do not call that guts. I just call that ignoring basic math.
    Sep 16 08:11 AM | Likes Like |Link to Comment
  • Apple Demand Explained By Thorstein Veblen [View article]
    Another false misleading desperate article from Michel Blair. God knows why SA lets him write so many ridiculous articles.

    Let me remind people that it is Blair who shorted AAPl 50% ago and doggedly refused to cover even with many good opportunities to limit his losses. But those opportunities are probably gone now. It would be very surprised if AAPl ever trades under 100 again. Or if it ever does, it will be a fast buying opportunity for the quick (like me).

    Apple remains the most underestimated, undervalued and under-respected mega cap in the world. No other stock is under such unfair scrutiny. Apple gets no premium whatsoever for its all but inevitable near future domination of all premium mobile and computing.

    Once Windows goes by bye in fact Apple and IOS will be the only premium platform left. And IOS is now years ahead of Android, so that will simply be the cheap man's OS. Fine. But the premium market is where all the big profits are.

    COmpanies like Samsung are losing billions now competing with Apple. MSFT and GOOG and AMZN have all lost billions trying to compete with AAPL. The lesson should be learned by now., DO not try to play on Apple's playing field. You nwill be destroyed. Just try and find something else to do and do it well and cheaply.

    I just bought a lovely Moto phone as a gift for less than $200. That is more than 50% off. Apple does not need to discount, nor advertise, nor anything but what it is already doing and someday in the not too distant future you will see $200 as the new share price for AAPL. And it will not be overvalued there either.

    Those are real world economics. The one with the most profits wins. Market share is completely irrelevant if those with the share are losing money or making very little. And Apple's brand loyalty is through the roof, around 95% will never switch. No other tech brand has much of any brand loyalty at all. And therefore they are constantly trying to underprice each other. AMZN just lowered its flashy new phone to 99 cents. And people still don't want it.

    SO buy, hold and do not listen to trhe ones who have been constantly wrong. Listen to the sound of Apple's profits - ching-ching-ching! That is the sound an investor wants to hear. Especially at such a low PE. Lower than MSFT, INTC, twice as low as GOOG. AAPL remains incredibly cheap with enormous secure upside and virtually no downside.
    Sep 16 08:08 AM | Likes Like |Link to Comment
  • iPhone 6 Release Delayed In China: Will The Launch Be A Bust? [View article]
    Tim Cook is the best supply chain organizer in the world. He rarely makes any errors and has everything under control. Everyone who wants an iPhone will get one sooner or later. And right now in places like China, there is a huge grey market for Apple products. If you have iPhone6's in CHina now you can probably get $2500 for them. That is how eager people are to own the best.,
    Sep 16 07:57 AM | Likes Like |Link to Comment
  • iPhone 6 Release Delayed In China: Will The Launch Be A Bust? [View article]
    Notice this writer does not ID himself. COuld it possibly be Michael Blair under a new alias. He is about the only one who falsely claims Apple's huge sales in CHina are "busts". He told us China Mobile was a bust. Everything Apple does is a bust to these shorts. And nothing moves the needle. Even an additional 40 billion in profits which may be what they are going to make in the coming year. gg

    I'd say the needle is moving like crazy now. What isn't moving yet is the stock. But it will soon. Just wait. And buy more down here if you can.
    Sep 16 07:55 AM | Likes Like |Link to Comment
  • iPhone 6 Release Delayed In China: Will The Launch Be A Bust? [View article]
    Grossly dishonest article from someone who must be very desperately holding a short position in AAPl and losing money. ANyone shorting AAPl will be very very sorry. We are headed up up and up. Not back down.

    As for China, there is no delay. Apple is merely servicing North America first. China will be next. And in the meantime the hunger for the new iPhones and other Apple products in CHina is through the roof. Apple will shatter all records this year in China and everywhere else. They will, in fact, quickly sell for full premium price every single unit they can possibly make. No other company can do that. Apple doesn't even need to advertise. It's just phenomenal.
    Sep 16 07:53 AM | Likes Like |Link to Comment
  • Apple: The Way Now Open To $120 [View article]
    Actually Tim Cook has invested 100% of his package in AAPl stock. His entire salary is pegged to the value of the stock. And he brought in a new CFO whose specialty it is to reward shareholders.

    Apple's emphasis has totally changed from 18 months ago. Steve Jobs always ignored Wall St and stock prices. Now Apple is doing just the opposite.

    One must also remember Tim Cook has presided over more than 50 billion in stock buybacks. That was 15% of the company. And he may increase that program.

    Plus, do not forget that many CEO types (Mark Zuckerburg for instance) have no choice but to sell stock in order to pay taxes. Tim Cook's tax bill must be huge.
    Sep 16 07:48 AM | 2 Likes Like |Link to Comment
  • Apple: The Way Now Open To $120 [View article]
    150 is not overly high for this company. That would be around a 750 billion market cap. Apple is on target to making 75 billion profit per year. So if they can keep that up, do the math.

    In fact 200 is not unreasonable. If Wall St treated AAPL like they do GOOG we would already be around 200 somewhere.
    Sep 16 07:45 AM | 1 Like Like |Link to Comment
  • Apple: The Way Now Open To $120 [View article]
    No, APple will crush any similar products in the market unless they are very cheap. Otherwise, Nokia, Blackberry and Moto phones would be doing great now. Both are excellent products. But no one buys them. Why? Because for a bit more, they can own the best. People want the best and coolest these days, they aren't just hunting for functions.

    Apple Pay will succeed because Apple is behind it. If any other company were behind it, it would fail. SImply put.

    And not a penny from Apple Pay nor Apple Watch nor IBM deal etc is yet priced into this stock. All wait and see from Wall St. Meanwhile, they are wiling to bet than in ten years Tesla will be the largest car company on earth.
    Sep 16 07:43 AM | Likes Like |Link to Comment
  • Apple: The Way Now Open To $120 [View article]
    All tech companies manufacturer in CHina or places like it. All of them.
    Sep 16 07:40 AM | Likes Like |Link to Comment
  • Apple: The Way Now Open To $120 [View article]
    120 is not even close to AAPL's true value. Its market cap now is only equal to 7 years free cash flow plus cash on hand. Everything else including any and all growth is not yet priced in.

    If AAPl were priced at the same PE as MSFT (a fading company not a growth story) we would already be at 120. If AAPL were priced like GOOG (slidiing earnings, missing 75% of the time) it would be over 150. Or if it were given the same PE as Boeing (which it is growing faster than) it would also be at 150.

    If it were priced like Facebook it would be at 750.

    Something is seriously wrong with valuations when old tech names like INTC and MSFT have higher PE's than AAPL. Ex cash AAPL is still around 11 PE. Just an amazing undervaluation considering how rapidly AAPL is buyilding global momentum and dominating every market is enters. In fact almost all Apple's critics seems to be just jealous.
    Sep 16 07:39 AM | 1 Like Like |Link to Comment
  • Apple: The Way Now Open To $120 [View article]
    Troll alert = total BS from "yo mama". This guy should be banned from threads. We're trying to have an intelligent conversation here about how far AAPl will rise. Seeing as it is the best most profitable company opn earth and has a PE lower than most of its peers and most of the S+P, this is a perfectly valid question.

    Me-thinks Wall St will finally start shedding the dubious "show me the money first" cynical attitude toward Apple it has toward no other major tech company, and we will see 140 within the year. 120 by end of this year. After all, Apple will be showing them the money first by then. And a lot of that moniey will be taken out of the hides of Apple competitors like MSFt and GOOG which IMHO are both highly overvalued.
    Sep 16 07:35 AM | Likes Like |Link to Comment
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