If Apple had released such an upgrade everyone would say, NO INNOVATION, The market said that. Samsung stock went down and Apple is up $20 since then. The S4 adds nothing new, just better. The iPhone has been outselling the S3 in the US and will continue to outsell the S4.
Why Apple Rose On Samsung's Big Day [View article]
Apple does not have a "big buy back" program right now. It is only to replace employee shares. The concept that they would allow Samsung to time their buy backs is ludicrous. Apple stock went up and Samsung stock went down, because the new Samsung phone contained no real "innovation" just slightly better than the previous model, which Apple iPhones have been outselling. Innovation has become an overused word. The iPod was innovative because it transformed mobile listening from a cassette tape to a hard drive with thousands of songs and a file system. The iPhone was innovative as it transformed a cell phone from a phone only to a web surfing, music playing, video playing, and oh yes a phone. Samsung copied, not innovated the iPhone. The iPad was innovative as it provided an alternative to a laptop used for entertainment. It was lighter, instant start, touch screen operated, an app, book, and music store to supply it with hundreds of thousands of applications. The ideas that innovation can take place with the minor improvements left on cell phone design or iPads is wrong. The next innovation should be the iTV and its store. The innovation will be that you no longer have to subscribe to a cable network to see the shows you want. They will be available to stream through the iTunes Store. Thus you only pay for what you watch. Unfortunately Apple will have to close deals with all the providers of video content before this is possible. I would think that acquiring Netflix would be a starter. No other company would have the cash or ecosystem to pull this off. I hope Apple does.
It's Time To Dump Apple And Buy Amazon [View article]
I know, you released this article too early. It should have been scheduled for April 1! You say Amazon outgrew Apple! Not in profits. Amazon doesn't make profits. If it raised its prices to make a profit its sales would drop and so would its P/E.
"The Street went from thinking Tim Cook has to provide some revolutionary product to now thinking he won’t even do the obvious things. I think it’s logical they will," asserts Walter Piecyk on CNBC (video), defending his upgrade of Apple (AAPL +1.1%). One of those "obvious" things is a cheaper iPhone, which Piecyk expects will add $11B to FY14 revenue while lowering Apple's gross margin by 200 bps. He sees total FY14 iPhone revenue growth of 15%, with units growing over 30% to 190M (152M high-end iPhones + 38M cheaper ones) and ASP falling below $550 from FQ1's $641. [View news story]
If I can get an iPhone 4 for free with a two year contract, what will be the price of a cheaper iPhone. If this will be for unsubsidized sales in China, it would be foolish as these would be low profit.
Apple Needs To Spend Cash On R&D, Not Special Dividends [View article]
The camera on the iPhone 5 is the best camera on any phone according to David Pogue the NY Times reviewer. I have to agree my iPhone 5 challenges my other cameras. Where are you coming from?
Apple Needs To Spend Cash On R&D, Not Special Dividends [View article]
How do you know that? They make refrigerators, televisions, chipsets, and dozens of other devices. Samsung doesn't breakout the division costs, so I guess you just made that fact up. I certainly recognize that they outspend Apple advertising their phones, but still Apple phones owner spend more money on line than all the Androids.
Maybe Apple wants the stock price to go low so that when they do a buy back they can optimize the percentage of shares they buy, before they announce a dividend increase. Of course this is only happening in my dreams. Any other thoughts make me pissed off at Apple management.
What a piece of bull. Trying to say that Apple needs its $137 billion for research and investment. Apple could buy Netflix for about 12 billion. Apple will generate another $4 or more billon this quarter. Apple has to buy back and increase its dividend. No other company in the world is sitting on as much cash as Apple has!
Apple's Secret Weapon Will Yield All-Time Highs [View article]
I have a Rolex and it sits in a draw. It keeps poor time. If you don't wear it every day you have to rewind and reset the date. I only wear it on special occasions. No mechanical watch can match an electronic watch for accuracy. I look forward to a new watch from Apple.
Why Apple's P/E Multiple Is An Anomaly [View article]
The assumption that Apple isn't innovating is just an assumption. Apple is spending a great deal on new product development but they are secretive for a good reason. The idea that Apple must "innovate" and produce new products to market every year is not realistic. Jobs always had products under development for years before they were released. Can anyone name another company that is innovative? Not Samsung or Microsoft. Google tries hard but really bought the Droid OS, they didn't develop it.
I don't think anyone has to tell Tim Cook or the board. The share price dropping like it has and Einhorn, has to get their attention. They will also find it hard to hold employees if their stock options are constantly worthless. Apple could also buy Netflix for about $10-15 billion and get a lot of streaming for iTunes and the future Apple TV. Something like that would put Apples worth in a proper perspective.
Hey you are saying that Apple should worry about store profits down by $300 million when the company is doing $160 billion annually. The stores aren't designed for profit they are designed as a service and as such, still are more profitable than any other group of stores in the world. Tiffany is second with 1/3 of the sales. You must be one of the Apple bashers that doesn't look at the big picture. In three years Apple will sell more in China than the US. That's where the stores are going to be built to service China.
Count Bill Miller as an Apple (AAPL +0.8%) bull. "Apple is ... like Nike, a consumer brand with great loyalty," the famous fund manager states in an FT interview. He thinks shares would rally "close to 50%" if Apple simply committed to paying out all future free cash flow through dividends, while keeping its $137B cash/investment hoard on its balance sheet. [View news story]
It is going to be tough and many years for any one company to duplicate the Apple Ecosystem. iTunes, iCloud, FaceTime, iMessage, Apple TV, the Genius Bar. And soon to come iTV. That is if they can create an iTV system that will offer an iTunes like format for buying and watching TV or Movies. Your purchases would be stored in iCloud. Once you get into it you really can't see why you should leave. Apple provides great service to boot. Feb. 27, will tell us what the dividend looks like.
Arch Rivals: Samsung Vs. Apple [View article]
NO INNOVATION,
The market said that. Samsung stock went down and Apple is up $20 since then. The S4 adds nothing new, just better. The iPhone has been outselling the S3 in the US and will continue to outsell the S4.
Why Apple Rose On Samsung's Big Day [View article]
Apple stock went up and Samsung stock went down, because the new Samsung phone contained no real "innovation" just slightly better than the previous model, which Apple iPhones have been outselling.
Innovation has become an overused word.
The iPod was innovative because it transformed mobile listening from a cassette tape to a hard drive with thousands of songs and a file system.
The iPhone was innovative as it transformed a cell phone from a phone only to a web surfing, music playing, video playing, and oh yes a phone. Samsung copied, not innovated the iPhone.
The iPad was innovative as it provided an alternative to a laptop used for entertainment. It was lighter, instant start, touch screen operated, an app, book, and music store to supply it with hundreds of thousands of applications.
The ideas that innovation can take place with the minor improvements left on cell phone design or iPads is wrong.
The next innovation should be the iTV and its store. The innovation will be that you no longer have to subscribe to a cable network to see the shows you want. They will be available to stream through the iTunes Store. Thus you only pay for what you watch. Unfortunately Apple will have to close deals with all the providers of video content before this is possible. I would think that acquiring Netflix would be a starter. No other company would have the cash or ecosystem to pull this off. I hope Apple does.
It's Time To Dump Apple And Buy Amazon [View article]
You say Amazon outgrew Apple! Not in profits. Amazon doesn't make profits. If it raised its prices to make a profit its sales would drop and so would its P/E.
"The Street went from thinking Tim Cook has to provide some revolutionary product to now thinking he won’t even do the obvious things. I think it’s logical they will," asserts Walter Piecyk on CNBC (video), defending his upgrade of Apple (AAPL +1.1%). One of those "obvious" things is a cheaper iPhone, which Piecyk expects will add $11B to FY14 revenue while lowering Apple's gross margin by 200 bps. He sees total FY14 iPhone revenue growth of 15%, with units growing over 30% to 190M (152M high-end iPhones + 38M cheaper ones) and ASP falling below $550 from FQ1's $641. [View news story]
Apple Needs To Spend Cash On R&D, Not Special Dividends [View article]
Apple Needs To Spend Cash On R&D, Not Special Dividends [View article]
I certainly recognize that they outspend Apple advertising their phones, but still Apple phones owner spend more money on line than all the Androids.
Apple: Desperately Seeking Capitulation [View article]
Of course this is only happening in my dreams. Any other thoughts make me pissed off at Apple management.
Apple Is Worth $265 [View article]
No other company in the world is sitting on as much cash as Apple has!
Apple's Secret Weapon Will Yield All-Time Highs [View article]
I look forward to a new watch from Apple.
Why Apple's P/E Multiple Is An Anomaly [View article]
Apple is spending a great deal on new product development but they are secretive for a good reason. The idea that Apple must "innovate" and produce new products to market every year is not realistic. Jobs always had products under development for years before they were released.
Can anyone name another company that is innovative? Not Samsung or Microsoft. Google tries hard but really bought the Droid OS, they didn't develop it.
Time For Apple To Waddle And Quack [View article]
Apple could also buy Netflix for about $10-15 billion and get a lot of streaming for iTunes and the future Apple TV.
Something like that would put Apples worth in a proper perspective.
Apple's Retail Headache [View article]
You must be one of the Apple bashers that doesn't look at the big picture. In three years Apple will sell more in China than the US.
That's where the stores are going to be built to service China.
Count Bill Miller as an Apple (AAPL +0.8%) bull. "Apple is ... like Nike, a consumer brand with great loyalty," the famous fund manager states in an FT interview. He thinks shares would rally "close to 50%" if Apple simply committed to paying out all future free cash flow through dividends, while keeping its $137B cash/investment hoard on its balance sheet. [View news story]
And soon to come iTV. That is if they can create an iTV system that will offer an iTunes like format for buying and watching TV or Movies. Your purchases would be stored in iCloud.
Once you get into it you really can't see why you should leave. Apple provides great service to boot.
Feb. 27, will tell us what the dividend looks like.
Apple: Adding A Beaten Up Giant To The Team Alpha Retirement Portfolio [View article]
Apple Earnings: What's Next? [View article]
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