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Research In Motion: Still the Best Positioned Smartphones Play

Here's the business argument for iPhone.

Highly competitive creative businesses are using it in very innovative ways. How long will it take for testimonials like these to open the doors to large enterprise environments?

www.apple.com/iphone/b...

And also, "iPhone has raised expectation levels for all smartphones..."

One thing I've noticed about friends who are skeptical about the iPhone's reputation: They assume that new competing smartphones are better than the REAL thing and buy something else because it's not an iPhone!

Some of these friends are now regretfully waiting their contracts out to get an iPhone.

Sorry, seems to me the iPhone and Android will be competing with each other while taking major market share from Windows Mobile and Symbian, and, to a lesser extent, from RIMM.

Apples to Apples: Will History Repeat Itself as Android Gains on the iPhone?

What about Apple's PA Risc team's surprise? They're tweaking the recently announced ARM Cortex A9 dual processor.

How long will it take the 'rest of us (them!)' to match half the performance (power and battery life) in that monster?

2011 headline:

Apple Dominates and Introduces Massively Impactful Mobile Computing to the World

Apple vs. Microsoft: Who Will Bring the Ideal Mobile Productivity Device?

"Granted, there’s no news on an input system, and if it is through a on-screen keyboard, this device will be severely handicapped from a productivity standpoint."

Aw, come on.

It will have an optional Blue Tooth keyboard, the only question being, "Will it be from Apple or 3rd parties?"

(Yes, it will cost $50 and you will buy it.)

The App Store Changes Apple's Mission

Apple TV ==>

Packaged as a large iMac (30"+ w/ front facing video) becomes a video cam for families, friends, and business. People will connect with each other in chairs, couches, desks, and tables through bandwidth sparing iFrame, the new little brother std to HD Video just shipped by Apple.

iFrame uses 1/4 the bandwidth of 1080 HD video.

Bring on the globally transformative expansion of video communications across TVs, iPhones, Macs, PCs AND, of course, Apple's new expression dominantly creative innovation.

With Vonage App, Apple Isn't Even Bothering to Lie Anymore

Michael,

So much bad blood. If you're right, Apple might be lying!

Why can't Apple be totally truthful like MSFT, GOOG, AMZN, PALM, NOKIA, and IBM?

Krugman's Keynesian View of Budget Deficits and Why I Disagree

Whoops. Hit the button too soon... a few edits follow

To a great extent Krugman's view is congruent with yours. I think you're misrepresenting him as optimistic about recovery. He has his very real concerns, some of which, mirror yours quite closely.

Although these concerns might not have been highlighted in his latest opinion piece, you'll find them in the body of his work over the last 10 or so years.

Krugman's Keynesian View of Budget Deficits and Why I Disagree

To a great extent Krugman's view is congruent with yours. I thuink you misrepresenting him as optimistic about recovery. He has his very real concerns, some of which, mirror yours quite closely. Although these concerns might not have been highlighted in his latest opinion piece, you'll find them in his body of work over the last 10 or so years.

Sorry Zune, Apple's Won MP3 Market

"MSFT has their hands in consumer electronics as a whole."

In terms of making $$$$, the picture is very different:

- XBox - not profitable - Current Annual Profit is in, but they still have billions to pay back in R&D costs.

- Zune and ZuneHD - money loser, still

- Plays for Sure - no comment

- MSFT Retail - I wonder how this will turn out. (NOT)

- Msft support of HD Video - huh?

- Msft's Zune branded cell phone - coming in 2011! (Wait for it.)

Msft owns the enterprise (Heard of Stockholm Syndrome?). They have millions of micro surfs in IT and media doing their bidding because these guys earn their living by sucking at the msft cash machine teet.

Disclosure: Not long msft

Apple: Exploding iPhone Profits

I might be missing something about the last 2 lines of your last spreadsheet, but here goes:

Aren't the values for GAAP and non-GAAP Target Stock Price reversed? (The GAAP values are actually the non-GAAP values and visa versa.)

Great article. Thanks.

Apple Is Still a Great Investment, Right? Not for Value Investors

GAAP, non-GAAP; not too important?

I beg to differ and I'd trust this analysis over yours:

financial-alchemist.bl...

Alos, you seem to be trading in some alternative Wall St. Can you name the stuff you made 500% and 100% on? Just curious.

Apple Is Still a Great Investment, Right? Not for Value Investors

I presume you're using GAAP numbers for FCF instead of non-GAAP. The difference being that Apple defers the revenue and profits of the iPhone over 2 years.

If you switch to non-GAAP FCF and recalculate w/ 15, you'll get a valuation of over $240 using your method.

Response?

Back to School on the Cheap: Another Round of Mac vs. PC

@ TCK

Sell your brain. You're not using it.

Blackberry’s 26 Advantages over iPhone

Your pdf linked in item 26 (security - Lopez) is obsolete.

Published in May 09, it has no info on the current iPhone OS 3.0.

I'd be interested in a fresh release of this document.

Krugman on Unemployment and GDP: Huh?

To help:

"What you see is that unemployment tends to fall when growth is high, fall rise when it’s low or negative." is actually

"What you see is that unemployment tends to fall when growth is high, rise when it’s low or negative." (dropping the 2nd 'fall')

An iTunes Subscription Could Subsidize the Apple Tablet

How about the $1B or $2B server farm they're building in NC?

Might Jobs be replacing the WHOLE cable industry with iTunes downloads to the whole iTunes (including PCs and the new iTablet) universe?

I think the Apple meta-strategy is: Let's replace dumb (cable) pipes with smart adaptable very cool systems and actually transform our customers' lives.