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  • Apple: Not Out Of The Woods Yet [View article]
    @ Ashraf Eassa. I remember many of your articles claiming that you will start a long position in Apple when in mid or low 300's. At that time i told you that you should jump on the leaving train & don't wait the next bottom. Apple was trading @ 425. it then bottomed at 395 & i suppose that you waited the mid or low 300's & you are still waiting.
    Again, i recommend you to jump on the train & enjoy the upcoming raise.
    Personally I'm in since 2003. Bought from 7 to 350 each time i could. Never sold. Instead, i bought some more @ 500, 440 & 425.
    I could have made good money selling @ 700 & re buying @ 400 but how could i know ?
    One thing is sure, with a company like Apple you will certainly win good money if you have enough patience.
    Dec 2 06:52 PM | 8 Likes Like |Link to Comment
  • Microsoft Once Again Apple's Biggest Threat [View article]
    @ Greg E. you nicely & simply showed how much the author's math is wrong. I don't think that the author has a clue of how the market cap is related to stock's price.
    Nov 28 11:38 AM | Likes Like |Link to Comment
  • Apple Should Reduce Outstanding Shares: Here Is Why The Opposition Is Wrong [View article]
    @ Pim Keulen. I don't see (as many others) how capital repayment can be combined with a revers splitting can have any benefit to share holders.
    A capital repayment reduced directly the value of the company & the stock price is reduced by the same percentage.
    Any kind of split's effect is just zero. A revers split which increases the unit price reduces the affordability & has a negative impact.

    None of your articles explains clearly how this action can increase shareholder's (the stock) value. You are only calculating the buyback effect on the P/E.
    Nov 28 10:44 AM | Likes Like |Link to Comment
  • Is Apple's iPhone 5C/5S Strategy All Wrong? [View article]
    @ rw1270. You are mixing MC eastern europeans with chinese. Europeans & specially eastern europeans are not brand conscious & show offs as the chinese, indians, etc.. are. There, it is a matter of social failure if you don't have branded items.
    Nov 15 05:32 AM | Likes Like |Link to Comment
  • Is Apple's iPhone 5C/5S Strategy All Wrong? [View article]
    @ boisterousbob. You seem to have the same problem that many analysts.
    The income spectrum of the chinese population is roughly : 20% of the chinese population has 80% of the total income.
    Apple aims this 80% income spectrum. So only 20% of chinese population are marketed by Apple. Out of this 20% of +/- wealthy chinese, 80% is brand conscious. Apple's pricing may be even to expensive for the low end of this 20% but the brand consciousness drives them to consider to buying apple products.
    Even an older Iphone is more appealing to them that a GS3.
    Nov 15 05:21 AM | Likes Like |Link to Comment
  • Samsung extends smartphone crown [View news story]
    Samsung is making most of it's profit by its' hi end smart phones. The crappy ones are +/- breaking even.
    If we isolate the high end smart phone market, then Apple has almost 50% of the this segment's market share & more than 70% of this segment's profits share.
    Google, FB & Twitter are the big winners of the global mobile market. But there again, more than 50% of their mobile ad revenue is coming from IOS devices from which Apple gets its' share of profit. Not bad.

    Apple lets the other dispute the market share war concentrating itself where it matters : $
    Nov 15 04:37 AM | 4 Likes Like |Link to Comment
  • Apple: Another Problem With The Bears' Logic [View article]
    @marklihsu. The link gives a personal opinion which is globally positive, certainly not negative. The analyst contradicts himself in many occasions specially when talking about the speed.
    Nothing really impressive.
    Nov 14 02:43 PM | Likes Like |Link to Comment
  • Apple: Another Problem With The Bears' Logic [View article]
    @ techy46. Moto G 4.5"is not comparable to Iphones. Pls compare Apple vs Apple.
    Nov 14 02:13 PM | 3 Likes Like |Link to Comment
  • Emerging Competition Threatens Apple In 2014 [View article]
    @ AlphaNeria. the reverse is also true: To deny every point/fact brought up by Apple defenders is also a sign of "diehard Apple basher" .
    Nov 5 08:36 AM | Likes Like |Link to Comment
  • Emerging Competition Threatens Apple In 2014 [View article]
    @Alphaneria. lets assume that Apple's earnings stay stagnant. With the share count going down to mid 800M, EPS will be up 10 to 15%.
    That makes 41$/share. Give it a 14 multiple. That is 575.
    So Stagnant earning (no growth), with shares count dropping give higher EPS & higher share price.

    By the way, Apple's 2012 earnings were unusually high. Also Apple's 2013 product line lacked upgrades & refreshing. That's why there were no growth in 2013.
    2014 will be another story. Many catalysts are foreseen & comparison will be made to 2013.
    Nov 1 01:09 PM | Likes Like |Link to Comment
  • Apple's Earnings Mediocrity [View article]
    @ petergreyhill: A7 is not a Samsung chip. It is designed by Apple. samsumg is the foundry.
    Oct 30 05:38 PM | 1 Like Like |Link to Comment
  • Apple Is In Deep Trouble: A Reformed Bull Speaks Out [View article]
    @ john swannick. Not correct. Chinese produce the entire spectrum of the quality. It all depends on how much you pay. Apple pays better & produces better quality. better document yourself.
    Oct 28 07:55 AM | Likes Like |Link to Comment
  • Will Apple Increase Its PC Market With Free OS Updates? Yes It Will [View article]
    @Michael Blair. I am astonished how ignorant you can be & still pretending to know. take any brand, for the same quality PC you have to pay more that for a Mac. But you have all the malware for free & have to pay the upgrades & many other extras.
    I haven't spent a single for my Macbook since 2005 & my original purchase price was slightly higher than a similar PC. I don't know what the word "Virus" means. At the same time, my son & my wife have had 2 PCs & spent each more than the double of what i have spent.
    Mr Michael Blair: You must try to do some real math.
    Oct 26 05:10 AM | 5 Likes Like |Link to Comment
  • Apple Is In Deep Trouble: A Reformed Bull Speaks Out [View article]
    @ Ashraf. a few month ago, you were telling us tat Apple will be in the low 300s very soon.
    @Autor. You must be blind not seeing the innovations in IP5S & Ipad Air. Innovation is not just a technology future in a device. Being able to reduce the weight by 28% & the thickness by 25% & still have everything you need in the device or, making a nice design is as much innovative as any new technology. It depends of what you are expecting from an Ipad or Iphone.
    But Apple is not only innovating on design.
    The A7 or M7 or the touch ID are also innovative & revolutionary moves not evolutionary ones. Even Ashraf hadn't foreseen such moves. But after Apple launched them, every one, even Ashraf, knew of them even Ashraf.
    By the way, others (Samsung, Google, Nokia, HTC one, etc.. may catch up some times next year. If they can catch up
    Oct 24 08:13 AM | 12 Likes Like |Link to Comment
  • Will Apple's Pricing Strategies Drive Volume Or Water Down The Brand? Maybe Both! [View article]
    @ Michael. Your article is, as usual, full of little errors, like the pricing policies of careers). For examples, you are mixing the price of 16, 32 & 64 GB of different brands to back your statement.

    You also asses that Apple failed with the 5C. But, sales figures show that 5S & 5C are 1st & 2nd ahead of S4, S3 and all others.

    You argue about some discounts being given by retailers as being the sign that 5C is not selling well (despite the above ranking). To many people Those little discounts ($50 on a 549 or 649 worth item) is just an attempt by those retailers to bring the crowd in their stores. Your interpretation is 100% wrong & you know it because you are intelligent enough for not understanding this issue but, you are at the same time not honest enough for arguing the contrary.
    If Apple had discounted 5C at its' stores, i would take it as a sign of willing to push the sales of a not good selling product.

    I hope you made good money during the last year's sell off period but i doubt you make ant money shorting Apple now that Apple has shown that they are the true leaders of the smartphone market by putting the futures that matter for the end users.

    Oct 13 08:37 AM | 12 Likes Like |Link to Comment