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davel

davel
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  • Don't Believe The Hype: Apple's Growth Story Is Not Over [View article]
    Why do they need to throw them a bone?

    Apple did in the way of a dividend and a buyback.

    The day after those events happen Wall Street says it is not enough.

    Apple needs to stop trying to appease the street and just focus on making its customers happy.

    They need to deepen iCloud, Fix Maps, Improve Siri.

    If they do those things the street will not matter. The profits will continue and the company will be fine.
    Jan 28, 2013. 01:07 PM | 1 Like Like |Link to Comment
  • Samsung Dominated Apple And Nokia With A Record 213 Million Smartphones Shipped In 2012 [View article]
    I am agreeing with you.

    FUD works for Samsung and Google. It also works for Amazon. All these companies go up because people believe they are selling more than they are.

    The fact that there are more Android phones is without doubt. I think there are enough metrics around that. How many of particular phones I don't know. So when you try and get metrics. Quarter over quarter. Year over year. there is uncertainty and doubt.

    the fear is the rumors about apple vs its competition. how do you do a proper compare without hard numbers?
    Jan 28, 2013. 01:00 PM | Likes Like |Link to Comment
  • Apple Should Approve A Huge Repurchase Plan [View article]
    @danox

    I am not sure if it has no profit. Much in the same way that iTunes is run at break even I would expect that at the least YouTube is break even.

    It is extremely disruptive and there are people ( the content creators ) who make money and a living making videos.

    What youtube does for Google is drive traffic and content to them so they can sell ads.

    The new YouTube app in iOS has ads ( made by Google ) while the old one ( made by Apple ) does not. Ads is broken down in the Google statement but not the unit that generates the ads.
    Jan 28, 2013. 12:54 PM | Likes Like |Link to Comment
  • Apple's Valuation Is Good, But Are The Assumptions Correct? [View article]
    In the latest qtr

    Apple phones up 30% year over year
    Apple tablets up 50% year over year.

    Yes. Apple's growth is slowing significantly.
    Jan 28, 2013. 10:23 AM | Likes Like |Link to Comment
  • Samsung Dominated Apple And Nokia With A Record 213 Million Smartphones Shipped In 2012 [View article]
    Repeat after me.

    FUD is your friend.
    Jan 28, 2013. 10:04 AM | Likes Like |Link to Comment
  • Samsung Dominated Apple And Nokia With A Record 213 Million Smartphones Shipped In 2012 [View article]
    umm.

    Apple does not sell the majority of US phones to consumers. That is the job of ATT, Verizon and Sprint. They are the ones that subsidize the phones to the consumer so their out of pocket up front cost is low. The price paid is the high monthly bills for 2 months.

    Apple gets the price of their phone paid by the telcos.

    So if you want to say anyone is ripping anyone else off look to the telcos.
    Jan 28, 2013. 10:02 AM | Likes Like |Link to Comment
  • Samsung Dominated Apple And Nokia With A Record 213 Million Smartphones Shipped In 2012 [View article]
    @danox

    Perhaps they do. So What? The issue is profit. Apple will never sell more phones, more computers than the competition. That is not their game.

    They still make more profit in mobile than every other company in the space combined.

    Nokia seems to be gaining momentum with the Lumia line while the other, asha, line seems to sell well.
    Jan 28, 2013. 09:57 AM | Likes Like |Link to Comment
  • Don't Believe The Hype: Apple's Growth Story Is Not Over [View article]
    I would rather Apple not flush its money down the drain in a stock buy back.

    It's warchest allows the company to do what it wants without asking others' permission or telling others what it is up to.

    I would rather Apple operate its business without the interference of a schizophrenic wall street.
    Jan 25, 2013. 01:01 PM | 8 Likes Like |Link to Comment
  • Samsung Dominated Apple And Nokia With A Record 213 Million Smartphones Shipped In 2012 [View article]
    Samsung's market share is growing
    Apple has maintained the same share of the market for several years now.
    Nokia is gradually having more success with Lumia.

    While Apple needs to worry that they don't slip, Samsung needs to worry about the chinese.
    Jan 25, 2013. 12:56 PM | Likes Like |Link to Comment
  • Can Apple's Earnings Put Fears To Rest? [View article]
    I think 2050 may be optimistic.

    However in more and more predefined categories voice can work better. You can conversationally ask for scores and pitchers etc of sports games now with siri and it works pretty well.

    The issue is the quality of the data and the interface to accessing it. This is always the case with computers.

    I think siri needs to get better fast. Apple needs to expend resources making it incrementally better and more functional.
    Jan 24, 2013. 12:36 PM | Likes Like |Link to Comment
  • Apple Should Approve A Huge Repurchase Plan [View article]
    You can argue that some of Google's forays have been pretty good.

    The ad business it acquired most likely strengthened and broadened its ad business.

    Youtube is a runaway hit.
    Jan 24, 2013. 12:27 PM | Likes Like |Link to Comment
  • Apple Should Approve A Huge Repurchase Plan [View article]
    I would think it involves more than that. Does this not require board approval? I would think it might also require shareholder approval but not sure of that.

    My point is I believe the exercise to buy shares is a bit more involved than you make it out to be even if the exercise on the face of it is a fairly straightforward proposal.
    Jan 24, 2013. 12:25 PM | Likes Like |Link to Comment
  • Now Is The Time To Sell Apple [View article]
    i must say this was a good call.
    Jan 24, 2013. 12:20 PM | 1 Like Like |Link to Comment
  • Apple Should Approve A Huge Repurchase Plan [View article]
    Cash gives you flexibility.

    The minor financial event 4 years ago taught us that.
    Jan 22, 2013. 10:10 PM | Likes Like |Link to Comment
  • Apple Should Approve A Huge Repurchase Plan [View article]
    I tend to be allergic to paying someone to use my money.

    In Apple's case the proposal is to pay someone so that they can pay shareholders money.

    I think a better use is to do whatever they need to do as a company to stay on top of the pile. This will generate revenue and profits which ultimately benefits the shareholder in higher stock price than to keep spending energy trying to buy back shares ( a stupid option in my opinion ) or pay dividends ( which they already do ).
    Jan 22, 2013. 10:08 PM | Likes Like |Link to Comment
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