Why Apple's Margins Will Continue To Decline [View article]
Why the Iphone Air (as you call it) only for the emerging markets ? In Europe (not considered as am emerging market), 80% of the smart phones sales is in the lower range. That is why samsung is doing so well here. Iphone Air will also sell a good lot in Us as about 40% of the market goes to the lower end smart phones.
Why Apple's Margins Will Continue To Decline [View article]
Do you mean that, you had predicted each of the previous innovative products when those were in the pipeline ? Wow ! Why are you not one of the Apple's management team ? They must die to hire a super Steve Jobs.
Your article is one of the most positive/accurate ones on Apple regardless of the 400 entry point. You may miss this unique occasion to jump on Apple boat.
A 5th-gen regular iPad (AAPL) will launch in October and feature "virtually no left or right bezels, and only enough space above and below the screen" to allow for a camera and home button, says iLounge, which has passed on accurate iRumors in the past. The info is generally in-line with a recent report from KGI Securities. iLounge also claims Apple is planning to launch an iPhone 5S sporting an improved camera this summer, and is developing a cheaper, plastic-bodied iPhone "with China Mobile in mind." An iPhone with a 4.7" display is said to be in "early prototyping stages." [View news story]
How come that people buy more & more the so called revamped Idevices. Nokia's or samsung's handsets are all +/- revamped &/or copycat devices also. Only samsung sells its' handsets as good as apple does. You know why ? Mostly Copycats & not only for the rounded corners.
A 5th-gen regular iPad (AAPL) will launch in October and feature "virtually no left or right bezels, and only enough space above and below the screen" to allow for a camera and home button, says iLounge, which has passed on accurate iRumors in the past. The info is generally in-line with a recent report from KGI Securities. iLounge also claims Apple is planning to launch an iPhone 5S sporting an improved camera this summer, and is developing a cheaper, plastic-bodied iPhone "with China Mobile in mind." An iPhone with a 4.7" display is said to be in "early prototyping stages." [View news story]
The 2 other Chinese careers dont subsidize either & they sell a lot of them. With a low cost one the sales with double or triple because of the APPLE logo on it. In Europe many dont buy Iphone because of the price but they dream of it. Even in US the low cost Iphone will take a big part of android cheap handset market. But i doubt that Apple would sell it in US. I leave in Belgium. I have a IP4 & plan to upgrade to 5S. My wife, my son & my daughter have an Android because of the price. They tend to use my IP4 for many purposes instead of their devices
A 5th-gen regular iPad (AAPL) will launch in October and feature "virtually no left or right bezels, and only enough space above and below the screen" to allow for a camera and home button, says iLounge, which has passed on accurate iRumors in the past. The info is generally in-line with a recent report from KGI Securities. iLounge also claims Apple is planning to launch an iPhone 5S sporting an improved camera this summer, and is developing a cheaper, plastic-bodied iPhone "with China Mobile in mind." An iPhone with a 4.7" display is said to be in "early prototyping stages." [View news story]
After digesting Samsung's Q4, IDC thinks the company sold 63.7M smartphones in Q4, +76% Y/Y and good for a 29% share (+650 bps). Apple's 47.8M iPhone sales (+29%) yielded a 21.8% share (-120 bps). Low-end Android juggernaut Huawei became the world's #3 vendor with a 4.9% share (+140 bps). #4 Sony's share rose 60 bps to 4.5%. Nokia and RIM didn't make the top-5. Total smartphone growth is pegged at 36.4% (down from Q3's 45.3%), but total mobile phone growth at just 1.9%. Smartphones made up 45.5% of phone sales. (Strategy Analytics) [View news story]
IMHO in one year from now, Apple will launch the Ipad mini 2 (no need for the retina display because of margins), The Ipad 5, The Iphone5S (may be in different colors), May be the low price Iphone, may be the large screen Iphone, may be ITV, may be THE NEXT TOTALLY NEW IDEVICE. In one years from now, the deal with China mobile may also be inked. In one years from now, the dividend may be doubled or the share buyback may be increased to a more significant level.
Some body knows what will do Netflix, Google, MS, etc. in one year from now & what new product will they bring to the market or what new markets will they reach ?
After digesting Samsung's Q4, IDC thinks the company sold 63.7M smartphones in Q4, +76% Y/Y and good for a 29% share (+650 bps). Apple's 47.8M iPhone sales (+29%) yielded a 21.8% share (-120 bps). Low-end Android juggernaut Huawei became the world's #3 vendor with a 4.9% share (+140 bps). #4 Sony's share rose 60 bps to 4.5%. Nokia and RIM didn't make the top-5. Total smartphone growth is pegged at 36.4% (down from Q3's 45.3%), but total mobile phone growth at just 1.9%. Smartphones made up 45.5% of phone sales. (Strategy Analytics) [View news story]
Show us a co. which has a better growth than Apple. 35% (after 14 weeks adjustment) Revenue growth is NO GROWTH in your opinion. 8% (after 14 weeks adjustment) EPS growth is also a NO GROWTH in your opinion.
Perhaps Netflix $700K benefit (roughly $0.01 EPS) is more growth to you. Compare Apple's growth to Google, Microsoft, Samsung, etc. You will realize that Apple has almost the best top line growth $ the highest bottom line growth on yearly base.
A 40% growth is not sustainable. The market size & it's growth is the limit. Apple's market size is limited to the size of the high end of the smartphone market. In US Apple has more than 51% of the total smartphone market. This means more than 80% of the high end market. It's growth shall be compared to the growth of the segment of the market.
WS makes money on bullish & bearish sentiments & this changes all the time without any fundamental reason just momentum.
After digesting Samsung's Q4, IDC thinks the company sold 63.7M smartphones in Q4, +76% Y/Y and good for a 29% share (+650 bps). Apple's 47.8M iPhone sales (+29%) yielded a 21.8% share (-120 bps). Low-end Android juggernaut Huawei became the world's #3 vendor with a 4.9% share (+140 bps). #4 Sony's share rose 60 bps to 4.5%. Nokia and RIM didn't make the top-5. Total smartphone growth is pegged at 36.4% (down from Q3's 45.3%), but total mobile phone growth at just 1.9%. Smartphones made up 45.5% of phone sales. (Strategy Analytics) [View news story]
There is exactly where WS wanted to bring small (3400 is not that small) share holders like you & many many others. The big money (who manipulates the stock) is all out since months. Your reaction is comprehensible & to some extend is the normal reaction.
Apple: The Absurdity Of Market Expectations [View article]
At these prices one needs to be patient. may go another 10 or 20 down but that's the end. better days will come soon as the company is solid & has more products in the pipeline than competitors & China mobile deal is soon a reality.
Why Apple's Margins Will Continue To Decline [View article]
Iphone Air will also sell a good lot in Us as about 40% of the market goes to the lower end smart phones.
Why Apple's Margins Will Continue To Decline [View article]
Why are you not one of the Apple's management team ? They must die to hire a super Steve Jobs.
Lessons Learned From An Apple Bull [View article]
I'd Pay $400 For 'This Apple' [View article]
I'd Pay $400 For 'This Apple' [View article]
I'd Pay $400 For 'This Apple' [View article]
I'd Pay $400 For 'This Apple' [View article]
I'd Pay $400 For 'This Apple' [View article]
A 5th-gen regular iPad (AAPL) will launch in October and feature "virtually no left or right bezels, and only enough space above and below the screen" to allow for a camera and home button, says iLounge, which has passed on accurate iRumors in the past. The info is generally in-line with a recent report from KGI Securities. iLounge also claims Apple is planning to launch an iPhone 5S sporting an improved camera this summer, and is developing a cheaper, plastic-bodied iPhone "with China Mobile in mind." An iPhone with a 4.7" display is said to be in "early prototyping stages." [View news story]
A 5th-gen regular iPad (AAPL) will launch in October and feature "virtually no left or right bezels, and only enough space above and below the screen" to allow for a camera and home button, says iLounge, which has passed on accurate iRumors in the past. The info is generally in-line with a recent report from KGI Securities. iLounge also claims Apple is planning to launch an iPhone 5S sporting an improved camera this summer, and is developing a cheaper, plastic-bodied iPhone "with China Mobile in mind." An iPhone with a 4.7" display is said to be in "early prototyping stages." [View news story]
I leave in Belgium. I have a IP4 & plan to upgrade to 5S. My wife, my son & my daughter have an Android because of the price. They tend to use my IP4 for many purposes instead of their devices
A 5th-gen regular iPad (AAPL) will launch in October and feature "virtually no left or right bezels, and only enough space above and below the screen" to allow for a camera and home button, says iLounge, which has passed on accurate iRumors in the past. The info is generally in-line with a recent report from KGI Securities. iLounge also claims Apple is planning to launch an iPhone 5S sporting an improved camera this summer, and is developing a cheaper, plastic-bodied iPhone "with China Mobile in mind." An iPhone with a 4.7" display is said to be in "early prototyping stages." [View news story]
After digesting Samsung's Q4, IDC thinks the company sold 63.7M smartphones in Q4, +76% Y/Y and good for a 29% share (+650 bps). Apple's 47.8M iPhone sales (+29%) yielded a 21.8% share (-120 bps). Low-end Android juggernaut Huawei became the world's #3 vendor with a 4.9% share (+140 bps). #4 Sony's share rose 60 bps to 4.5%. Nokia and RIM didn't make the top-5. Total smartphone growth is pegged at 36.4% (down from Q3's 45.3%), but total mobile phone growth at just 1.9%. Smartphones made up 45.5% of phone sales. (Strategy Analytics) [View news story]
In one years from now, the deal with China mobile may also be inked.
In one years from now, the dividend may be doubled or the share buyback may be increased to a more significant level.
Some body knows what will do Netflix, Google, MS, etc. in one year from now & what new product will they bring to the market or what new markets will they reach ?
After digesting Samsung's Q4, IDC thinks the company sold 63.7M smartphones in Q4, +76% Y/Y and good for a 29% share (+650 bps). Apple's 47.8M iPhone sales (+29%) yielded a 21.8% share (-120 bps). Low-end Android juggernaut Huawei became the world's #3 vendor with a 4.9% share (+140 bps). #4 Sony's share rose 60 bps to 4.5%. Nokia and RIM didn't make the top-5. Total smartphone growth is pegged at 36.4% (down from Q3's 45.3%), but total mobile phone growth at just 1.9%. Smartphones made up 45.5% of phone sales. (Strategy Analytics) [View news story]
35% (after 14 weeks adjustment) Revenue growth is NO GROWTH in your opinion.
8% (after 14 weeks adjustment) EPS growth is also a NO GROWTH in your opinion.
Perhaps Netflix $700K benefit (roughly $0.01 EPS) is more growth to you.
Compare Apple's growth to Google, Microsoft, Samsung, etc. You will realize that Apple has almost the best top line growth $ the highest bottom line growth on yearly base.
A 40% growth is not sustainable. The market size & it's growth is the limit. Apple's market size is limited to the size of the high end of the smartphone market. In US Apple has more than 51% of the total smartphone market. This means more than 80% of the high end market. It's growth shall be compared to the growth of the segment of the market.
WS makes money on bullish & bearish sentiments & this changes all the time without any fundamental reason just momentum.
After digesting Samsung's Q4, IDC thinks the company sold 63.7M smartphones in Q4, +76% Y/Y and good for a 29% share (+650 bps). Apple's 47.8M iPhone sales (+29%) yielded a 21.8% share (-120 bps). Low-end Android juggernaut Huawei became the world's #3 vendor with a 4.9% share (+140 bps). #4 Sony's share rose 60 bps to 4.5%. Nokia and RIM didn't make the top-5. Total smartphone growth is pegged at 36.4% (down from Q3's 45.3%), but total mobile phone growth at just 1.9%. Smartphones made up 45.5% of phone sales. (Strategy Analytics) [View news story]
Apple: The Absurdity Of Market Expectations [View article]