Stefan Wyler

Nokia N96: Where's the Touch Screen?

Nokia has good margins for a phone manufacturer, it is Palm or Motorola that is doomed.

The Street Underestimates the Strength of Apple's Deferred Revenues

Excellent article. It's good to be long AAPL.

Apple: On an Innovation Treadmill

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"...

Is Apple Going to $300?

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.../

Blinded by Flash: RIM's Excellent Results, All Eyes on Apple

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.

Could iPhone Become the Best Selling Smartphone on the Planet?

It is so obvious that iPhone will become the best selling smartphone on the planet =)

Nvidia Corp: Leading Innovator In Graphics Microchips Field

Intel and AMD will blow away Nvidia in the long-term with Intel clearly leading the way.

Apple Has Too Much Cash

Sure, Apple needs do buy Dell...

12 Stocks to Buy on a Pullback

I definitely agree on AAPL and STP :)

Report: Apple Planning Flash-Based MacBook

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).

Apple's Leopard to Launch Jobs's 'Post PC World'

The last sentence sounds great, both for investors and customers.

Apple to Hit $225?

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..

SunTech Power: Solar Energy is Here to Stay

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?

Suntech Power: A Solar Cell Behemoth in the Making

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.

University Students Responsible For Booming Mac Sales

mike hough, thanks for the pictures, it's a phenomenon we don't know here in European universities.