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  • If Apple Isn't Investing In Apple, Should You? [View article]
    masterotas, you are too bullish on AAPL.

    This is exactly what happen to Microsoft back in 1999 when it reached a speculative peak, never to return.

    Apple's margins will decline from here on out, not rise as you say. Smartphones and tablets will quickly become commodities, just as TVs and automobiles are today. It has already begun. Why are you too slow to see it?
    Dec 21, 2012. 10:21 AM | 3 Likes Like |Link to Comment
  • Apple Strikes $4 Billion Android Gold? [View article]
    Mr Abdirahman, what an excellent rebuttal.
    Nov 14, 2012. 11:57 PM | 3 Likes Like |Link to Comment
  • If there was any lingering doubt Samsung's (SSNLF.PK) Galaxy S line has an unrivaled cachet in the Android universe, Strategy Analytics' Q3 data should remove it. The firm estimates 18M S III units were shipped, giving the device a 10.7% share of total smartphone shipments. It also estimates Apple (AAPL), which sold 26.9M iPhones overall, is believed to have shipped 16.2M iPhone 4S units and 6M iPhone 5 units. Samsung's total Q3 smartphone shipments were previously pegged at 56.9M. Key Galaxy S III suppliers: MXIM, SWKS, ADNC, BRCM[View news story]
    That verdict will be certainly thrown out.
    Nov 9, 2012. 01:57 PM | Likes Like |Link to Comment
  • Apple: How Can We Profit Now? [View article]
    I admit, I could be getting ahead of myself. It would not be all that surprising to see Apple go up to $1000, before it declines.

    But in the long run, things will be difficult for Apple because the bar has been set so high. Success or failure depends on a handful of flagship products. Even if Apple remains first-in-class, commoditization is inevitable for tablets and smartphones. My feeling is that this will become ALL TOO APPARENT sooner rather than later. Slowing market and revenue growth with profit stagnation is the next stage for Apple.

    A whole two-thirds of Apple's profits come from the iPhone alone. What happens when the smartphones of tomorrow start returning earnings like the flat-screen TVs of today? What happens when we start moving in that direction? That is why I think AAPL will lose up to half of its current market cap, much sooner than you bulls suspect possible.
    Oct 13, 2012. 04:21 AM | Likes Like |Link to Comment
  • Apple: How Can We Profit Now? [View article]
    Gladly. But think about it for a second.

    The iPhone is not that special anymore in relative terms. Apple's competitors, notably Samsung, are catching up. Android is winning the mobile OS war.

    Apple's premium will fall, margins will fall, smart phones will progressively become low margin commodities.

    Apple needs to crank out another revolution to merely maintain the financial status quo. Otherwise, anemic earnings growth is a recipe for a huge correction. The higher they climb, the harder they fall.
    Oct 12, 2012. 07:11 PM | Likes Like |Link to Comment
  • Apple: How Can We Profit Now? [View article]
    There is essentially NO moat in the consumer electronics industry. Don't let middle-aged dreamers fool you into thinking that Apple can hold the hearts of young consumers forever.

    Profit growth has been spectacular, but is practically ordained to level off and stagnate from here on out, even as revenue continues to grow at double-digit rates. Current margins will be unsustainable in an increasingly commoditized smartphone market. In terms of financials, it is time to call a peak for AAPL.
    Oct 12, 2012. 04:02 PM | Likes Like |Link to Comment
  • Apple: How Can We Profit Now? [View article]
    Most articles I read on AAPL are religiously optimistic and this article is the same. I would not be surprised to see AAPL to lose half of its bloated market cap in the next year or two. Technology changes so fast these days that Apple will need to reinvent itself every few years. It is far more likely that new competitors will rise and take over the top dog's business, as has happened countless times in the past. Their iOS is losing to Android as well.
    Oct 12, 2012. 01:19 PM | Likes Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    And yet there are people like me who think it is all downhill for Apple from here on out, that technology moves too fast these days for any one company to perpetually dictate the next big thing.

    After tablets and smartphones become mere commodities in a couple years, what happens to Apple? Answer me that. ANSWER ME THAT.
    Oct 9, 2012. 09:19 AM | 1 Like Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    An excess of hate? How about an excess of optimism instead? $700 billion dollars is how much Apple is worth. That's a lot of love from investors. Maybe too much for any consumer electronic company.

    Half that amount... maybe $300-400 billion is still almost excessive in my opinion. Is that hate-talk against Apple? I don't think so. Just a question of valuation and eventual decline of any awesome company. Look at Microsoft and AOL.. nothing good lasts forever.
    Oct 9, 2012. 09:12 AM | Likes Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    Apple will fall from grace sooner than you think. Just like every other technology success story in history.
    Oct 9, 2012. 09:07 AM | 3 Likes Like |Link to Comment
  • Are bells ringing? Apple (AAPL) is initiated a Neutral at Nomura. "We see little scope for upside." [View news story]
    Commoditization of the smartphone industry is just on the horizon. 2/3 of Apple's profits come from the iPhone.

    Put 2 and 2 together please.
    Oct 9, 2012. 09:02 AM | 3 Likes Like |Link to Comment
  • Are bells ringing? Apple (AAPL) is initiated a Neutral at Nomura. "We see little scope for upside." [View news story]
    You're a joke. Are you so blind as to not see that the world's biggest company can grow no longer? It is all risk from here on out, no more growth. To simply hang on to current levels, Apple must deliver a consumer tech revolution every 2-3 years. It's more than just unlikely. I would bet against it.
    Oct 9, 2012. 08:56 AM | 10 Likes Like |Link to Comment
  • Apple's Fall Is Unlikely, But The Competitive Risks Are Too Great To Ignore [View article]
    Apple is seventh in the Chinese market. Is that unpenetrated or just relatively unsuccessful?
    Sep 3, 2012. 10:14 PM | Likes Like |Link to Comment
  • Apple's Fall Is Unlikely, But The Competitive Risks Are Too Great To Ignore [View article]
    @bjnflicks, you're pretty clueless it seems. There's no way in heck that the Apple-Samsung verdict will stand on appeal. Apple has been losing all the lawsuits against Samsung in about 8 other countries. You can't tell me that the jury wasn't biased. The trial took place in San Jose, mere miles away from its HQ in Cupertino.

    And as a matter of fact, Samsung is getting uncomfortably close to overtaking Apple in the smartphone market.
    Sep 3, 2012. 10:10 PM | 1 Like Like |Link to Comment
  • Apple's Fall Is Unlikely, But The Competitive Risks Are Too Great To Ignore [View article]
    Look at DELL and HP with Price/Earnings ratios of around 4.

    Apple is not undervalued for a hardware manufacturer. If profit margins for the iPhone are destined to fall as you say, then Apple is a value trap waiting to happen.

    Apple does make about two-thirds of its profits from the iPhone. The commoditization of the smartphone market spells trouble for AAPL as a stock. Apple the company will do fine, but AAPL the stock may become overvalued as profit margins fall from the iPhone.
    Sep 3, 2012. 09:59 PM | 1 Like Like |Link to Comment
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