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  • Why Apple Is Undervalued By As Much As 50%  [View article]
    I don't think there is any one answer as to "why' AAPL is undervalued as there are several narratives one can come up with that say you should not buy now. Certainly traders have much better opportunities in the short term with investments other than AAPL, and if people who would otherwise be long-term investors are mostly out of the market, then who is left to buy the stock? The price goes down. I agree, that a buy-and-hold investor would do well to buy AAPL under $400 per share.
    Jun 26, 2013. 05:48 PM | 1 Like Like |Link to Comment
  • Apple's Growth Story Is Over  [View article]
    I switched from PC to Mac for hardware reasons, and I haven't been sorry at all. I use a Windows VM on my Macbook Air and it works much better than any PC hardware I've used in over 20 years of being a Windows business consultant. I love using iOS as my primary method of doing things, and the Parallels Windows VM provides seamless access to all the Windows programs I need, and I'm talking about SQL Server and Windows ERP systems. Is it perfect? No. Will I consider going back to a dedicated Windows PC? Absolutely not!!
    Jan 24, 2013. 05:59 PM | 1 Like Like |Link to Comment
  • Hurdles For Apple Longs  [View article]
    I imagine that Apple also sees the cell phone market as being mature, and is extending the utility of their investment by growing their market share internationally. This can only be done by lowering the price of the iPhone, which is what has held it to its current market share. The question really should be: do you believe that Apple can catch the next big wave of innovation without Steve Jobs? And, how far out is that next wave? It probably won't arrive for 2 or 3 years. What do you do in the meantime? Work with what you've got.
    Jan 9, 2013. 05:40 PM | Likes Like |Link to Comment
  • The Justice Department and the Patent Office are against imposing product-sales bans for IP infringements except in very rare cases, the agencies said yesterday. They also appealed to the ITC to give the public interest - i.e. that "exclusion orders are inappropriate" - the top priority when deciding sanctions for patent breaches. The comments come against a background of the global IP war between the top mobile phone players.  [View news story]
    Patent protection IS a legal artifice created by the federal government. The federal government controls it without exception. To claim that an adjustment in the approach to patent protection is an expansion of federal control makes no sense. In my opinion, the marketplace should decide, not the federal government who are the winners and losers. And, since everyone seems to advocate a "free marketplace" I suggest we do away with patent protection entirely!
    Jan 9, 2013. 03:12 PM | Likes Like |Link to Comment