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nitacs

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  • Apple: Confessions Of A Closet Fanboy [View article]
    Apple, if it wanted to, could buy a lot of companies and create a monopoly in many areas they are now flourishing; however, I'm sure it's the "M" word that makes then step back and rethink many purchases. It was Microsoft that kept Apple in existence many years ago because Microsoft feared that antitrust lawsuits should abound against Microsoft if it was the only computer manufacturer.

    Apple is in a sweet spot right now where they can make tons of profit on their high margin products, and can sidestep antitrust litigation because they have just enough competition to make the competition look like they may have the edge. But Apple's in charge with their encompassing ecosystem. Wall Street may think they are in charge of the stock; but eventually, the value of the company will have to dictate the direction of the stock, even if the margins fall a few percent a year - it's still massive profit!
    Jan 25, 2014. 11:04 AM | Likes Like |Link to Comment
  • The Apple Enigma: Confessions Of A Reformed Apple Hater [View article]
    I don't get these "analysts" who say they never used the Apple products, and don't get the "stickiness" of the products on Apple users.
    Well try using the Apple product!
    Steve Jobs was a music lover; he built his empire around a music ecosystem to start with - Apple has continued this ecosystem by allowing music lovers to pick up any Apple device, put on the head sets and listen to any genre of music their minds want to wander to. The author is correct by stating that the "statistics" guys just don't understand the "stickiness" of the Apple products; but any music lover, and there are a large number of us out there, understand Steve Jobs' love for the artisan approach to creating beautiful products that are most functional; those who have no appreciation for either of these things are those who just don't understand the Apple culture.
    Listen to Jony Ives describe a new product; he doesn't do it with bells and whistles; he describes it as if he carved each i-phone out himself with his own hands - THIS is what the "analysts", unfortunately, are missing.
    You mentioned in your article that a lot of very intelligent people own apple products. I don't think it is strictly their intelligence that draws them to Apple products; but it is the affinity for the things I just described that adds to the desire to have more of them; people just don't have one art piece in their homes - they have many of them; well Apple products are art pieces that serve utilitarian purposes, and are all connected - it's a beauty that should not be trivialized.
    Oct 24, 2013. 09:40 AM | 1 Like Like |Link to Comment
  • Is Apple's Real Intrinsic Value Approaching $1000 A Share? [View article]
    Constable Obo, you didn't get the memo, Apple is in favor again!
    Oct 22, 2013. 07:46 PM | 2 Likes Like |Link to Comment
  • I'd Buy Apple From This Billionaire That's Selling [View article]
    Robertson stated that he found out about Jobs' character by reading the book? If Robertson puts character so high on his list when considering a stock to own, I'm surprised he did not know about Jobs' character when he was first considering purchasing the stock; I just owned a few shares of Apple ten years ago, and I knew Jobs was an a-hole! I wonder how many redemptions Robertson's hedge fund received after seeing that interview!
    Oct 14, 2013. 06:49 PM | 1 Like Like |Link to Comment
  • Key Learnings From The Icahn Effect [View article]
    The difference between Icahn and Einhorn is timing; Einhorn tried to catch the falling dagger - his public comments came as the stock was still falling - Wall Street was in no mood to allow the stock to take off because they had not nearly completed their buying back of the stock at super depressed levels; Icahn's comments came at exactly the right moment, as the stock was moving up nicely and just needed a nudge to push past its upper resistance levels - fund managers had bought back shares by now, and the stock is off to the races!

    Timing is everything in the investing world.
    Aug 15, 2013. 11:22 PM | 1 Like Like |Link to Comment
  • Is Apple Moving Toward Safe Haven Status Within A Long-Term Trading Range? [View article]
    For a long, the author sure is light on the positives for Apple and heavy on the negatives; normally, if a writer is positive on a company they will follow a short list of negatives, FOLLOWED by a long list of positives, finishing with the positives so the reader leaves with a positive view of the company. The goes out his way to list all of Apple's negatives mentioned over the past few months that have trashed Apple's share price, and didn't even mention the software that the company is offering to educational institutions that could lead to a huge inflow of revenue due to the future sales of products to these institutions. At least this could be mentioned as a potential positive, as long as he was quick to mention Apples potential negatives.
    Mar 4, 2013. 07:49 AM | 1 Like Like |Link to Comment
  • Apple's Revenue By Region: There's More To The Company's Story [View article]
    Great reply, donzoab; Apple products are selling to a demographic that can afford Apple products, and, most importantly, afford numerous Apple products; the best part about these products, as opposed to Coach or Tiffany, is that my wife and I use these products every day - and they aren't considered luxury items by us; they are essential in many phases of our lives; the ecosystem of Apple products help us successfully manage our lives, and entertain us. We don't mind paying more for these products because those products are also durable, and, when it's time to replace them in a few years, the transition will be seamless to another, even better Apple product.
    Feb 25, 2013. 06:18 AM | 1 Like Like |Link to Comment
  • Will Apple Exist 3 Years From Now? How Much Will It Be Worth? [View article]
    James, you replied to Bart: "You love AAPL and it can do no wrong." This devotion for the Apple ecosystem is the exact reason why Apple will continue to thrive well beyond your expectations. This is also the exact reason Apple (and Tim Cook) takes the time to create a product that is consistent with Apple's ecosystem. The company realizes that Bart and I will pay a premium for a great product that meets the ecosystem standards.
    And don't forget about "Apps" Apple spent about $4 Billion dollars last year to App authors, which kept Apple in the forefront in this very important software arena. And don't forget about I-Tunes; do you know that millions of Apple users subscribe to I-Tunes "Match-It" for $29/year? So if Apple failed to sell another computer/I-phone/I-Pad, the company would still show profits - not record breaking products, but enough to keep them viable until all Mac Users upgrade their present Apple products to the next best thing, which, given Apple's huge investment in engineering, will be an Apple product, service, subscription, or software!
    Feb 22, 2013. 04:52 PM | 2 Likes Like |Link to Comment
  • Will Apple Exist 3 Years From Now? How Much Will It Be Worth? [View article]
    I wish the author would have given more attention to Apple's ecosystem and stickiness. This is what is propelling Apple products' popularity; it's the reason I have two Macbook Pros, an I-Phone, and my wife has a Macbook Air; with plans to purchase an I-Phone of her own as soon as her contract for her present cell expires; we share music and photos among all of our Apple products, and plan on replacing those products with Apple products in several years - that's just about the time you say Apple is going to go broke! We may even buy an I-Watch and/or an I-TV in the future as well. Devotion to Apple products is more than you think - definitely more than you give credit for!
    Feb 22, 2013. 04:50 PM | 1 Like Like |Link to Comment
  • Apple (AAPL) is likely to more than double its dividend this year, says Morgan Stanley's Katy Huberty after talking to CFO Peter Oppenheimer. Corporate Finance 101: She suggests the company can get around the issue of cash held overseas by funding payouts with low-interest debt rather than repatriation. Shares +0.7% premarket. [View news story]
    Believe me, do you call them "investors" if they buy Apple stock a day before the ex-dividend date, then sell it a day later just to get the dividend? They sound more like traders to me. I just don't get it - Wall Street is trashing the Government for increasing its national debt year after year; yet it trashes a company that is fiscally conservative! Do we realize now how America got itself in so much debt?
    Feb 22, 2013. 02:34 PM | 1 Like Like |Link to Comment
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