Why Steve Jobs' Big Blunder Is Starting To Cost Apple [View article]
Chabig,
I couldn't agree more. And how many times to I have to read the specious comparison between AAPL and companies like Sony and Nokia. This is a new age. People are buying into complete ecosystems. Not only does AAPL have the best devices, but they also have -- BY FAR -- the best ecosystem in the world.
Maybe the author should state that 88% of all mobile commerce is done on an ipad. Maybe he should state that 70% of all mobile search is done on AAPL devices. Maybe he should state that 70% of all smart phone profits are made by AAPL. Maybe he should state that AAPL actually gained smart phone market share in the U.S. over Samsung in the forth quarter 2012 to hit 53% of the smart phone market share (the highest ever). Maybe he should state that AAPL sold 48 million iphones last quarter to Samsung's 15 million Galaxies. Or how about the 500 million itunes accounts. Or how about the 40 billion app downloads, half of which were downloaded just last year.
That doesn't sound like a company that's losing its grip of the market to me.
Even in you ridiculous scenario, I guess no value for what will be 250 billion in cash in two years. So, you would put a zero value on the AAPL's enterprise and have it selling at a 50% discount to cash, LOL. Very good work, Dan.
In a rare move for an Apple (AAPL) exec, marketing chief Phil Schiller is trashing Android (GOOG) ahead of tomorrow's Samsung Galaxy S IV event. Schiller takes aim at Android's fragmentation, noting only 16% of users (per Google's data) are on Android 4.1 (Jelly Bean), and claims (citing Apple's internal data) 4x as many smartphone users switched from Android to the iPhone in Q4 than vice versa. Is Schiller just being candid, or does Apple now think Android's rise demands a more aggressive marketing stance? [View news story]
Tack,
You are an ill-informed troll. First you link to an IDC article from q3 2012 which hardly has any iphone 5 sales in in. Most of the sales that IDC is counting are phones that are not even used as smart phones. In the last quarter of 2012 AAPL sold 48 million iphones to 15 million galaxy SIII's.
Here are some "facts" for you:
AAPL makes 72% of ALL global smart phone profits.
AAPL makes 91% of ALL global tablet profits.
70% of ALL mobile search is done on an AAPL device.
88% of ALL mobile ecommerce is done on an ipad ALONE.
iphone is 300% more reliable than the best Samsung phone per a recent survey of 1 million people.
Malware is out of control on Android ballooning at a parabolic rate from 5,000 to over 55,000 in just the last 3 months of 2012. It's all over apps on Google Play.
Google gives out Android customers personal information and location to every app developer on Google Play, and, they don't deny it.
Obviously you think so based on your biased article.
Here are a few "facts" that you conveniently left out of your specious article:
1.) AAPL makes 72% of all global smart phone profits.
2.) AAPL makes 91% of all global tablet profits.
3.) 70% of all global mobile search is done on AAPL devices
4.) 88% of all global mobile ecommerce is done on the ipad ALONE!
5.) Malware is ballooning at a parabolic rate on android and Google has been unable to control it. In the last 3 months of last year malware ballooned from 5,000 to over 55,000! Malware is virtually non-existent in AAPL's ecosystem.
6.) A recent survey of over 1 million people found the iphone to be 300% more reliable than the best Samsung phones.
You correctly state that consumer loyalty is considerable higher for AAPL products than for Android.
Also, Strategy Anayltics is a questionable third party to cite. They appear to be a paid shill on Samsung's "slush fund" list.
So, has Samsung dethroned Apple? LOL, Clearly not. All one needs to do is examine the "facts" which you have chosen not to do.
"Apple (AAPL -2.1%) is leaning toward additional dividends or a share buyback program," Quartz reports. Sources claim an announcement could arrive in spring, possibly at the same time as a product announcement. Between Apple's remarks and David Einhorn's campaign, many of the Street have been expecting a move. [View news story]
AAPL makes 72% of all global smart phone profits and 91% of all global tablet profits. Now......who is eating their lunch? LOL
Your comments couldn't be more wrong. AAPL just put up the best quarter ever reported by a non-oil company. AAPL was never an innovative company. Their legacy is that of a company that takes existing technology and makes it cooler and more user friendly. Jobs was not an innovator, nor was he right about the tablet or phone size. In fact, he was clearly wrong. Cook has already corrected one of those mistakes and will soon correct the other. Jonny Ives was always the design genius and he is still with AAPL and has more authority now than he did under Jobs.
Cook has made some mistakes. He should not have tried to refresh so many products simultaneously last quarter and he has not done the best job managing the supply chain of late. He is not the best promoter of the company. If Bezos was running AAPL the stock would most assuredly be $1000.00. Not because Bezos is a better manager, but because Bezos is a quintessential shill for a stock -- no matter how bloated and overvalued the stock is. Bezos can convince the market that a 3300 p/e is a fair price to pay for a stock that has 3% gross margins and isn't growing much anymore. Tim Cook could most certainly not do that. But the jury is still out whether he can continue to grow AAPL between 10-20% annually. I'll bet that he can.
If Apple Isn't Investing In Apple, Should You? [View article]
"The only technology that Apple is good at is repacking existing products and turn them into fashionable items."
Really, how about changing the entire industry of purchase digital music with itunes.
How about single-handedly creating the digital music player industry with the ipod. Noone wanted those stupid mp3 players for other unimaginative companies.
How about creating the current form factor that Samsung currently knocks off in smart phones. Pull up Samsung phone pictures before and after the iphone; its a joke.
How about an ecosystem with 1 million apps, 250k being native to AAPL.
How about reviving the tablet market after it had already been a failure by every other competitor.
The DoD will place an order for 650K iOS (AAPL) devices - 210K iPhones, 120K iPads, 100K iPad Minis, and 200K iPod touches - following the end of the sequester, Electronista reports. The iOS gear will reportedly be used to replace BlackBerrys (BBRY) - the DoD currently has 470K in operation - and would come ahead of the planned implementation of a "platform agnostic" device policy in Feb. 2014. Electronista previously reported the DoD had largely ended BB10 testing due to budget cuts. [View news story]
I wonder what that snarky BBRY CEO has to say today. Looks like the DOD just blew the dust off of AAPL products and into his soup!
Apple: 7 Reasons Shorts Can't Sleep At Night [View article]
Yes, in bizaro world companies like NOK, RIMM and AMZN all go up at a parabolic rate while a real cash cow juggernaut like AAPL with no debt and 120 billion in the bank gets taken to the woodshed. This will all reverse soon enough.
Why Apple Will Miss Earnings And Trade Below $600 [View article]
Wow, I have not read an article on AAPL that is so off the mark in a long time.
Your comment that the market is changing to "specification based differentiation" from "brand based differentiation" is so wrong and off the mark its breathtaking. You really show that you don't have the slightest idea why AAPL has become the juggernaut that it is.
Was AAPL the first to invent the portable digital music player? No, mp3's were out first. But APPL made it "cool" and the other products went away. Was AAPL the first to invent a tablet computer? No, the other big brands were and they failed abysmally. AAPL came after the fact and put the "cool" into tablets.
People buy AAPL products because they are "cool," much higher quality than the competition, are part of the biggest and best ecosystem on the planet, they get by far the best customer support from AAPL retail stores, and they are part of the "cool' community. This is why AAPL is the biggest company in the world.
Go check out a Microsoft store. They have a lot of desperate employees and no customers. Walk into any AAPL store globally and you see the same thing. Lot's of customers and high, high energy. This is the best advertising in the world. Better than any TV commercial, better than any billboard. People want to be part of something cool.
And, if you want to get into specs, well it's all about the user experience. 95% of consumers don't know what all the technical data means, nor do they care. They just want to have a good experience. You cannot compare any Andriod based tablet to any size ipad. The app displays on an Andriod tablel are basically a blown-up smart phone display. NO COMPARISON! Watch a side by side of this in the AAPL media event yesterday. It was incredible. Also, the ipad mini has 30% more surface area in portrait mode and 60% more in landscape mode. NO COMPARISON.
I'm sorry, but folks who get bogged down in technical data thinking that that is the priority of the average consumer will never get it, and they certainly will never understand Apple.
God, we must be at the bottom with so many yahoos coming out of the woodwork with every conceivable reason to justify the demise of the most profitable company in the history of the world.
Sorry bears, AAPL is still printing money hand over fist, the stores are still packed to the brim with customers, there are 500 million itunes accounts that aren't going away, there were 20 billion app downloads in 2012 alone with AAPL paying app companies 7 billion in revenues in 2012, 88% of all mobile ecommerce is done on an ipad (before you even add in the iphone), AAPL makes 70% of all global smartphone profits and 70% of all mobile search is done on AAPL devices. Oh yeah, and no debt and 137.5 billion in cash doesn't hurt either.
No folks, AAPL isn't going away, not are they stagnating. They just sold 46 million phones in the most recent (shorter) quarter, for god sakes. They are supply constrained on ipad mini's due to crushing demand.......hello? I am confident that current product refreshes and new products can keep this company growing 20% or better for the foreseeable future. Once the market understands this, AAPL will trade back at a fair multiple for that type of growth. That should be before the end of this year as I am anticipating many positive catalysts in 2013. This is a generational buying opportunity.
In Defense Of Apple: Battling The Mounting Hysteria [View article]
I disagree. They were attempting to manage expectations. It is the clown analysts and their unrealistically high estimates that have rocked this company. They need to be reeled-in and managed. It is actually the only shareholder friendly thing they did on the call. It may have sold the stock off in the short term, but it should reduce expectations and help the stock in the long term.
Um, you must be new to this. First of all, yes 50% over q4 is possible; very possible, in fact. Have you ever heard the term seasonality? You cannot compare sequential quarters. You must look at q1 2012 where AAPL grew earnings 130% from q1 2010 to q1 2011 and came in with 13 dollars and change. This year they will beat that number by 20-30%. The stock will skyrocket next week.
Why Steve Jobs' Big Blunder Is Starting To Cost Apple [View article]
I couldn't agree more. And how many times to I have to read the specious comparison between AAPL and companies like Sony and Nokia. This is a new age. People are buying into complete ecosystems. Not only does AAPL have the best devices, but they also have -- BY FAR -- the best ecosystem in the world.
Maybe the author should state that 88% of all mobile commerce is done on an ipad. Maybe he should state that 70% of all mobile search is done on AAPL devices. Maybe he should state that 70% of all smart phone profits are made by AAPL. Maybe he should state that AAPL actually gained smart phone market share in the U.S. over Samsung in the forth quarter 2012 to hit 53% of the smart phone market share (the highest ever). Maybe he should state that AAPL sold 48 million iphones last quarter to Samsung's 15 million Galaxies. Or how about the 500 million itunes accounts. Or how about the 40 billion app downloads, half of which were downloaded just last year.
That doesn't sound like a company that's losing its grip of the market to me.
Apple: Is It Finally Time To Buy? [View article]
Even in you ridiculous scenario, I guess no value for what will be 250 billion in cash in two years. So, you would put a zero value on the AAPL's enterprise and have it selling at a 50% discount to cash, LOL. Very good work, Dan.
In a rare move for an Apple (AAPL) exec, marketing chief Phil Schiller is trashing Android (GOOG) ahead of tomorrow's Samsung Galaxy S IV event. Schiller takes aim at Android's fragmentation, noting only 16% of users (per Google's data) are on Android 4.1 (Jelly Bean), and claims (citing Apple's internal data) 4x as many smartphone users switched from Android to the iPhone in Q4 than vice versa. Is Schiller just being candid, or does Apple now think Android's rise demands a more aggressive marketing stance? [View news story]
You are an ill-informed troll. First you link to an IDC article from q3 2012 which hardly has any iphone 5 sales in in. Most of the sales that IDC is counting are phones that are not even used as smart phones. In the last quarter of 2012 AAPL sold 48 million iphones to 15 million galaxy SIII's.
Here are some "facts" for you:
AAPL makes 72% of ALL global smart phone profits.
AAPL makes 91% of ALL global tablet profits.
70% of ALL mobile search is done on an AAPL device.
88% of ALL mobile ecommerce is done on an ipad ALONE.
iphone is 300% more reliable than the best Samsung phone per a
recent survey of 1 million people.
Malware is out of control on Android ballooning at a parabolic rate from 5,000 to over 55,000 in just the last 3 months of 2012. It's all over apps on Google Play.
Google gives out Android customers personal information and location to every app developer on Google Play, and, they don't deny it.
Stew on that a little, sport.
Has Samsung Dethroned Apple? [View article]
Obviously you think so based on your biased article.
Here are a few "facts" that you conveniently left out of your specious article:
1.) AAPL makes 72% of all global smart phone profits.
2.) AAPL makes 91% of all global tablet profits.
3.) 70% of all global mobile search is done on AAPL devices
4.) 88% of all global mobile ecommerce is done on the ipad ALONE!
5.) Malware is ballooning at a parabolic rate on android and Google has been unable to control it. In the last 3 months of last year malware ballooned from 5,000 to over 55,000! Malware is virtually non-existent in AAPL's ecosystem.
6.) A recent survey of over 1 million people found the iphone to be 300% more reliable than the best Samsung phones.
You correctly state that consumer loyalty is considerable higher for AAPL products than for Android.
Also, Strategy Anayltics is a questionable third party to cite. They appear to be a paid shill on Samsung's "slush fund" list.
So, has Samsung dethroned Apple? LOL, Clearly not. All one needs to do is examine the "facts" which you have chosen not to do.
"Apple (AAPL -2.1%) is leaning toward additional dividends or a share buyback program," Quartz reports. Sources claim an announcement could arrive in spring, possibly at the same time as a product announcement. Between Apple's remarks and David Einhorn's campaign, many of the Street have been expecting a move. [View news story]
Apple's Crime And Punishment [View article]
Your comments couldn't be more wrong. AAPL just put up the best quarter ever reported by a non-oil company. AAPL was never an innovative company. Their legacy is that of a company that takes existing technology and makes it cooler and more user friendly. Jobs was not an innovator, nor was he right about the tablet or phone size. In fact, he was clearly wrong. Cook has already corrected one of those mistakes and will soon correct the other. Jonny Ives was always the design genius and he is still with AAPL and has more authority now than he did under Jobs.
Cook has made some mistakes. He should not have tried to refresh so many products simultaneously last quarter and he has not done the best job managing the supply chain of late. He is not the best promoter of the company. If Bezos was running AAPL the stock would most assuredly be $1000.00. Not because Bezos is a better manager, but because Bezos is a quintessential shill for a stock -- no matter how bloated and overvalued the stock is. Bezos can convince the market that a 3300 p/e is a fair price to pay for a stock that has 3% gross margins and isn't growing much anymore. Tim Cook could most certainly not do that. But the jury is still out whether he can continue to grow AAPL between 10-20% annually. I'll bet that he can.
In Defense Of Apple: Battling The Mounting Hysteria [View article]
If Apple Isn't Investing In Apple, Should You? [View article]
Really, how about changing the entire industry of purchase digital music with itunes.
How about single-handedly creating the digital music player industry with the ipod. Noone wanted those stupid mp3 players for other unimaginative companies.
How about creating the current form factor that Samsung currently knocks off in smart phones. Pull up Samsung phone pictures before and after the iphone; its a joke.
How about an ecosystem with 1 million apps, 250k being native to AAPL.
How about reviving the tablet market after it had already been a failure by every other competitor.
To name just a few...
The DoD will place an order for 650K iOS (AAPL) devices - 210K iPhones, 120K iPads, 100K iPad Minis, and 200K iPod touches - following the end of the sequester, Electronista reports. The iOS gear will reportedly be used to replace BlackBerrys (BBRY) - the DoD currently has 470K in operation - and would come ahead of the planned implementation of a "platform agnostic" device policy in Feb. 2014. Electronista previously reported the DoD had largely ended BB10 testing due to budget cuts. [View news story]
Apple: 7 Reasons Shorts Can't Sleep At Night [View article]
Why Apple Will Miss Earnings And Trade Below $600 [View article]
Your comment that the market is changing to "specification based differentiation" from "brand based differentiation" is so wrong and off the mark its breathtaking. You really show that you don't have the slightest idea why AAPL has become the juggernaut that it is.
Was AAPL the first to invent the portable digital music player? No, mp3's were out first. But APPL made it "cool" and the other products went away. Was AAPL the first to invent a tablet computer? No, the other big brands were and they failed abysmally. AAPL came after the fact and put the "cool" into tablets.
People buy AAPL products because they are "cool," much higher quality than the competition, are part of the biggest and best ecosystem on the planet, they get by far the best customer support from AAPL retail stores, and they are part of the "cool' community. This is why AAPL is the biggest company in the world.
Go check out a Microsoft store. They have a lot of desperate employees and no customers. Walk into any AAPL store globally and you see the same thing. Lot's of customers and high, high energy. This is the best advertising in the world. Better than any TV commercial, better than any billboard. People want to be part of something cool.
And, if you want to get into specs, well it's all about the user experience. 95% of consumers don't know what all the technical data means, nor do they care. They just want to have a good experience. You cannot compare any Andriod based tablet to any size ipad. The app displays on an Andriod tablel are basically a blown-up smart phone display. NO COMPARISON! Watch a side by side of this in the AAPL media event yesterday. It was incredible. Also, the ipad mini has 30% more surface area in portrait mode and 60% more in landscape mode. NO COMPARISON.
I'm sorry, but folks who get bogged down in technical data thinking that that is the priority of the average consumer will never get it, and they certainly will never understand Apple.
How I Plan To Buy Apple To Limit Panic [View article]
The market can be irrational, so it's best to dollar cost average to mitigate risk.
How Much Should You Pay For Apple? [View article]
Sorry bears, AAPL is still printing money hand over fist, the stores are still packed to the brim with customers, there are 500 million itunes accounts that aren't going away, there were 20 billion app downloads in 2012 alone with AAPL paying app companies 7 billion in revenues in 2012, 88% of all mobile ecommerce is done on an ipad (before you even add in the iphone), AAPL makes 70% of all global smartphone profits and 70% of all mobile search is done on AAPL devices. Oh yeah, and no debt and 137.5 billion in cash doesn't hurt either.
No folks, AAPL isn't going away, not are they stagnating. They just sold 46 million phones in the most recent (shorter) quarter, for god sakes. They are supply constrained on ipad mini's due to crushing demand.......hello? I am confident that current product refreshes and new products can keep this company growing 20% or better for the foreseeable future. Once the market understands this, AAPL will trade back at a fair multiple for that type of growth. That should be before the end of this year as I am anticipating many positive catalysts in 2013. This is a generational buying opportunity.
In Defense Of Apple: Battling The Mounting Hysteria [View article]
Apple Is Not A Retirement Stock [View article]