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 =)

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..

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.

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.

Apple Doubling Again in 2007?

Which means we will see $320 in 2008? Unlikely. Stock growth will slow down over the next five years, they will still climb a lot though.

Apple, Google: Avoiding the Overvaluation Trap

FSLR had a P/E ratio of 1000+ in January, their stock is up 300% since then. Price is what you pay, value ist what you get :P

Apple and Google are not overpriced (yet).