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  • Apple Remains Overvalued, Despite Its Gadget Glory [View article]
    How are you valuing apple? It is going to earn oer $10/sh in 2010 i.e. 12x fwd p/e. It is growing at 35% yoy. 30% of PCs shipments in 2012 will run macos.
    Nov 05 16:04 pm |Rating: +1 0 |Link to Comment
  • Apple Hits 100,000 iPhone Apps: Is the Choice Worth the Cost? [View article]
    100K apps on iPhone is more than what you have no PC. Now do you believe in mobile internet?
    Nov 04 12:23 pm |Rating: 0 0 |Link to Comment
  • Apple: Plenty of Upside Left [View article]
    apple will make $16/sh in 2010 assuming expected accounting changes and pick up in corporate computing. enterprises are seriously considering win7 vs. apple.
    Oct 25 11:14 am |Rating: +4 -1 |Link to Comment
  • Don't Expect Big Things from Apple Today [View article]
    The buyers come in the last hour
    Jul 22 12:51 pm |Rating: 0 0 |Link to Comment
  • 10 Reasons Not to Buy Apple [View article]
    There is one reason to buy apple. Its earnings are going to blow away estimates and it will guide higher.
    Jul 07 22:22 pm |Rating: +3 -1 |Link to Comment
  • Apple Will Survive Jobs' Departure [View article]
    First of all Jobs has not departed yet. Second, don't underestimate people's sympathy buying of apple products after Jobs news. This whole Jobs affair might be the best marketing campaign for apple.
    Jan 16 10:20 am |Rating: +1 0 |Link to Comment
  • AAPL's Time For Greatness Is Now [View article]
    Wait for apple's earnings and guidance. The rest of the world has iPhone on its Chrismas Wish List.
    Oct 01 16:33 pm |Rating: 0 0 |Link to Comment
  • Apple's Move: Institutional Run-Up or Rebound? [View article]
    There was a feasting on the apple stock for last 2mos. Now those folks want a return. The stock can only go higher.
    Mar 27 12:42 pm |Rating: 0 0 |Link to Comment
  • Consumers Will Continue to Buy Apple's Fashionable Gadgets [View article]
    If only 10% of the enterprises start supporting iMac like they do windows laptop; apple's share of the pc market will double. The biggest growth story for apple is the imac. imac is the forest, ipods and iphones are the trees.
    Mar 23 19:50 pm |Rating: 0 0 |Link to Comment
  • Apple and RIM Battle for the Corporate Mobile Market  [View article]
    iphone's lack of hard keyboard is a problem that it needs to overcome for enterprise. You can type an email lot faster on BB than iPHone. iPhone is great for browsing and executing corporate processes that have migrated to the web.
    Mar 09 18:46 pm |Rating: 0 0 |Link to Comment
  • Apple's AT&T Deal Is Costly [View article]
    iPhone is a mobile platform. It comes with an SDK which you can use to develop an application and sell on that platform. RIMM is a email device and the rest are just phones. The industry has not matured enough to figure out the difference between the three, but apple knows what it owns and is protecting its turf.
    Feb 20 23:46 pm |Rating: 0 0 |Link to Comment
  • The Street Underestimates the Strength of Apple's Deferred Revenues [View article]
    Am wondering why the street did not read you previous articles on this same subject until today?

    Also, if you add into it the interest earned on deferred, realized revenue that figure should be higher.
    Feb 11 14:26 pm |Rating: 0 0 |Link to Comment
  • MacBook Air: In a Word, Impressive [View article]
    Airbook is the Razor of laptops. You will see migration from windows to Mac just because of its thiness.
    Jan 16 17:13 pm |Rating: 0 0 |Link to Comment
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