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.
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.
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.
Apple Remains Overvalued, Despite Its Gadget Glory [View article]
Friday's Job Loss Report: As Bad as It Gets? [View article]
US economy is very resilient, it says...
Friday's Job Loss Report: As Bad as It Gets? [View article]
US economy is very resilient, it says...
AAPL's Time For Greatness Is Now [View article]
Apple and RIM Battle for the Corporate Mobile Market [View article]
Apple's AT&T Deal Is Costly [View article]