• C. Guivi
    I do not share the popular belief that $AAPL needs a 'catalyst' to rise.
    2/3/13
    Reply (23)
    • gwinsto: Care to share your belief?:)
      2/3/13
    • Toyman317: Perhaps the "catelyst" is there was an overreaction to the drop in price and it is way oversold?
      2/3/13
    • gwinsto: If that's the case, why hasn't there been a snap back rally? It's going nowhere as the general market soars.
      2/3/13
    • gwinsto: And let me say that no one would be happier than me to see it rally.
      2/3/13
    • Toyman317: I am afraid $AAPL is in for more pain...especially if we have the correction everyone says we are due to have.
      2/3/13
    • C. Guivi: Stocks look still attractive compared to bonds or cash. Apple is a great stock, cheaply values. Good to put a large amount of money in.
      2/4/13
    • andyk80: Just wait until news hits about carrier subsidies for Apple being decreased to match Samsung. $360 target.
      2/4/13
    • andyk80: Carriers subsidizing $425 to $500 per device for Apple while subsidizing $300 for high end Samsung.
      2/4/13
    • Jeramy41: ....Source....?
      2/4/13
    • C. Guivi: It is true that many carriers subsidize the iPhone higher...that is good for Apple as they get all the money and it shows how attractive the
      2/4/13
    • C. Guivi: iPhone is to carry. With the iPhone as a high-pice/high margin product Apple has a huge strategic advantage.
      2/4/13
    • gwinsto: T-Mobile is to begin selling the phone without any subsidies at all within a couple of months. There is a very real threat that the other
      2/4/13
    • gwinsto: carriers will at the very least reduce the exisitng exhorbitant subsidies
      2/4/13
    • gwinsto: and that would be the mother of all downward catalysts
      2/4/13
    • gwinsto: I am long AAPL and hope it doesn't happen, but it is a very real threat.
      2/4/13
    • C. Guivi: What counts is that Apple has a higher margin compared to others - the degree will always vary. As long as Apple has some solid competitive
      2/4/13
    • C. Guivi: advantages and the whole market is growing, Apples profits will grow too, and that's what makes the stock go up.
      2/4/13
    • C. Guivi: In most parts of the world there no subsidies anyway - there it's the consumer who's just ready to pay more for a premium product.
      2/4/13
    • gwinsto: Which is why in other parts of the world Apple has very poor market share. The consumers there are NOT ready to pay more at all.
      2/4/13
    • gwinsto: Hence the need for a cheaper iphone for the emerging markets
      2/4/13
    • gwinsto: US market(and other devloped markets) is reaching saturation and Apple is getting killed in the emerging markets
      2/4/13
    • Toyman317: In the meantime, my fears as expressed above have been realized today...more pain.:(
      2/4/13
    • gwinsto: Toyman: I completely agree- the bottom is not in yet
      2/4/13