Stefan Wyler

21 Comments

    • Nokia N96: Where's the Touch Screen? [view article]
      Nokia has good margins for a phone manufacturer, it is Palm or Motorola that is doomed. Feb 12 05:46 AM
    • The Street Underestimates the Strength of Apple's Deferred Revenues [view article]
      Excellent article. It's good to be long AAPL. Feb 11 11:29 AM
    • Apple: On an Innovation Treadmill [view article]
      hone is an entirely news business for Apple, so the growth there is way beyond 20% annually. Imagine iPhones margins and all that deferred revenue, sick. Plus there's Apple TV, another relatively new business for Apple. Macs have a 40-50% growth rate as well, above your projected 20% growth. It doesn't even need to "enter new markets"... Feb 11 11:22 AM
    • Is Apple Going to $300? [view article]
      I agree, AAPL is definitely going to $300 and it is likely it will go much further than that. You've pointed out some of the most important things like the Mac gaining significant market share or extremely consumer friendly Apple Retail Stores. However, it seems like you missed the day when iTunes sold its 3 billionth song. They accomplished that back in July and they announced it right after they had reached that number. Expect at least 4 billion songs sold at Macworld, if not 5 billion.

      macdailynews.com/index.../       Dec 27 10:57 AM
    • Blinded by Flash: RIM's Excellent Results, All Eyes on Apple [view article]
      There's plenty of room to growth for both Apple and Research in Motion in the smartphone market. However, I don't see Motorola, Palm or Nokia competing with them in the upper price range. Dec 26 11:26 AM
    • Could iPhone Become the Best Selling Smartphone on the Planet? [view article]
      It is so obvious that iPhone will become the best selling smartphone on the planet =)

       Dec 23 03:41 PM
    • Nvidia Corp: Leading Innovator In Graphics Microchips Field [view article]
      Intel and AMD will blow away Nvidia in the long-term with Intel clearly leading the way.

      Dec 17 02:44 PM
    • Apple Has Too Much Cash [view article]
      Sure, Apple needs do buy Dell... Dec 17 02:28 PM
    • 12 Stocks to Buy on a Pullback [view article]
      I definitely agree on AAPL and STP :) Dec 17 02:24 PM
    • Report: Apple Planning Flash-Based MacBook [view article]
      More details from the CNBC report:

      -It will be priced at $1500
      -It will be 50% thinner

      -3G iPhone will be out in June 2008
      -iPod touch production ramped up to 5.1m for the quarter

      Apple did not comment on the rumors (as always).
       Dec 06 03:59 PM
    • Apple's Leopard to Launch Jobs's 'Post PC World' [view article]
      The last sentence sounds great, both for investors and customers. Oct 22 08:36 AM
    • Apple to Hit $225? [view article]
      I agree with omacvi. Lots of people buy more than one iPod, for example an iPod Classic for and an iPod Shuffle. Additionally, people who bought an iPod in 2001 may have purchased new iPods since. These are some of the reasons there is still room for growth for the iPod.

      I enjoyed the reading, Sir. Finally someone who knows what he is talking about. I've read too many of those Todd Sulivan articles..       Oct 08 08:17 PM
    • SunTech Power: Solar Energy is Here to Stay [view article]
      These can't be the only reasons why you prefer Suntech Power to other companies. Do you think the 2008 Beijing Olympics will fuel demand of PV cells in China or why do you name this as a reason? Oct 08 08:06 PM
    • Suntech Power: A Solar Cell Behemoth in the Making [view article]
      Good point, huh. Interesting article though.. Isn't silicon getting cheaper now? Dr. Shi recently said he expected its price to fall quite a lot over the next few years. Oct 08 07:56 PM
    • University Students Responsible For Booming Mac Sales [view article]
      mike hough, thanks for the pictures, it's a phenomenon we don't know here in European universities. Oct 02 09:17 AM
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»