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61 Comments

    • Crop of New Smartphones Will Compete With iPhone [view article]
      RE: F. J. Taylor: "... I will not settle for less."

      Well said, and I heartily agree!       Oct 01 09:10 PM
    • Apple Revisited: How Technical Analysis Can Help Fundamental Investors [view article]
      Apple's stock price is now being determined by MACRO-economic factors. That is, the U.S. and world economies are slowing. However, I believe Apple is still growing, and growing much faster than its competitors.

      Apple's iPhone is bringing in an all NEW revenue stream. Apple's computers are about to be updated, possibly have a new addition, and may be better priced.

      Over 250,000,000 computers will be sold next year, even with down economies, and I believe Apple's computers will gain market share.

      Finally, Apples margins are still expected to be +30%, an enviable number. Apple stock is extremely attractive for those who can stomach the market volatility and world-wide slowdown.

      Apple is not a FINANCIAL disaster as is the banking system.       Sep 29 05:14 PM
    • Does a Mobile Internet Devices Market Exist? [view article]
      RE: "... MIDs (Mobile Internet Devices) are being pushed by some notebook OEMs ... "

      ====================
      You are right. An MID would look out of place in trying to replace a mobile phone.

      I see the MID as a possible, useful device.

      I use a MacBook Pro all the time now, and I carry an iPhone.

      It would be helpful to have an (Apple) MID, so that I can travel with my iPhone and have an MID when I want more computer power and a larger screen while on a casual day-trip.

      The MacBook Pro notebook will be my new "desktop" computer, for when I want a much bigger screen and an easier keyboard on which to type.       Sep 17 07:43 AM
    • iPhone 3G Speeds: More Cingular Mediocrity [view article]
      RE: "iPhone 3G Speeds: More Cingular Mediocrity"

      =====================
      Your post is full of Errors:

      1. Cingular has not existed in name, nor in operation, for over 1 year.

      2. The 3G tests you report were done on the previous iPhone software version. The new 2.1 iPhone software has been shown to much improve performance.

      3. The 3G carrier offerings vary with each company in each nation. AT&T is just rolling out 3G in the U.S. and it will be adding many more 3G tower radios for much better service.

      4. You state that Verizon and Sprint do not have any better network service, so, what difference would it have made if Apple used all three of these carriers for the iPhone? None, they all would need to be improved!


       Sep 14 05:39 PM
    • Can Apple Withstand the Financial Sector's Fall? [view article]
      RE: "... Disclosure: Short AAPL ..."
      RE: "... You can purchase in the money puts and discount them by selling calls."

      =====================
      Wrong!

      Your should have done this when AAPL was in the 180 to 200 price range.

      You approach is not only too late, it is the opposite of what should be done at this time.

      Hedge fund investors typically must give 90 days to get their money out. Their deadline is September 30, 2008. They are requesting their money now, because the hedge funds don't publicly disclose their investment positions, and investors don't know the actual level of (toxic) investments and the true extent of the leverage in bad investments in these hedge funds.

      Also, many investors need cash because their credit lines, home equity lines, credit card lines have been reduced. The funds MUST sell to raise cash to return to these investors and the funds then sell what is liquid and profitable: i.e. Apple stock.

      There is very little wrong with Apple, and everything is right with Apple. Apple is a rare company that is running smoothly in all of its product lines and services. Most of the decline in Apple stock has been due to market concerns: banks, investment banks, real estate, etc.

      Apple is down to 150 from 200. I believe it is time to start accumulating more of Apple. In 12 months, I believe the buyers will be well rewarded.       Sep 10 11:45 AM
    • Can Apple Withstand the Financial Sector's Fall? [view article]
      RE: "... Disclosure: Short AAPL ..." - "... You can purchase in the money puts and discount them by selling calls."

      =====================
      Wrong!

      You should have done this when AAPL was in the 180 to 200 price range.

      You approach is not only too late, it is the opposite of what should be done at this time.

      Hedge fund investors typically must give 90 days to get their money out. Their deadline is September 30, 2008. They are requesting their money now, because the hedge funds don't publicly disclose their investment positions, and investors don't know the actual level of (toxic) investments and the true extent of the leverage in bad investments in these hedge funds.

      Also, many investors need cash because their credit lines, home equity lines, credit card lines have been reduced. The funds MUST sell to raise cash to return to these investors and the funds then sell what is liquid and profitable: i.e. Apple stock.

      There is very little wrong with Apple. Most of the decline in Apple stock has been due to market concerns: banks, investment banks, real estate, etc.

      Apple is down to 150 from 200. I believe it is time to start accumulating more of Apple. In 12 months, I believe the buyers will be well rewarded.       Sep 10 11:43 AM
    • Has Apple Hit a Wall in Music Innovation? [view article]
      RE: "Sales of iPods are already flattening out. If Apple's not careful, it's going to lose momentum in music."

      =====================
      The iPhone is an EXCELLENT mobile music player. The iPod is for people who DON"T have an Apple iPhone, or for iPhone users who want an extra large iPod (120 GB iPod Classic), or for those who do want a separate device (iPod Nano) for their music.

      I commute into NYC almost every day, and MOST of the BlackBerry, Nokia, Samsung, LG, Palm etc mobile phone users are carrying iPods! Even these Apple haters know the best mobile music players are made by Apple. And, the new iPods with the enhanced software and enlarged display will bring in more sales.

      There are over 6.5 BILLION people on Planet Earth. Yet, only a total of 160 million iPods have been sold. Everyone will want a mobile phone and/or a mobile music player.

      Among common, universal human desires and pleasures are music and communication. Apple has the best and the most user friendly. Apple will sell a lot of iPods and iPhones.       Sep 10 08:12 AM
    • Has Apple Hit a Wall in Music Innovation? [view article]
      RE: "Has Apple Hit a Wall in Music Innovation?"

      =====================
      Apple does NOT have to have a revolutionary announcement at EVERY product refresh event.

      NOBODY has the capability of iTunes, the simplicity and convenience of iPod software, and the consistent incremental improvements of the Apple mobile music line.

      The problem here is that YOU are the one that LACKS vision, imagination, and market expertise, NOT Apple.       Sep 10 07:52 AM
    • Nokia Is the Smart(phone) Bet - Barron's [view article]
      RE: "...Nokia still expects to see an increase in market share for the year..."
      *
      Market share does NOT equal high profit. Any company can sell at razor slim margins or below cost and gain market share, but I wouldn't want to own its stock.

      =====================
      RE: "...Nokia has lost some smartphone market share to niche players Apple (AAPL) and Research in Motion (RIMM), as expected..."
      *
      Apple is a MAJOR player, and may be the DOMINANT player in the smartphone market in the coming years.

      It's all about the iPhone operating system, UI (user interface), and APP store.
      =====================
       Sep 07 05:02 PM
    • Seeing an End to the iPod's Hegemony [view article]
      RE: "Seeing an End to the iPod's Hegemony"

      =====================
      If this is really what you believe, please do NOT invest in the stock market. You WILL lose everything.

      You are dangerous to your own wellbeing.

      Please seek counseling immediately!       Sep 04 08:05 AM
    • Five Reasons Steve Ballmer Thinks Apple's a Buy [view article]
      Today, Staples (SPLS) announced 2008 Q2 profits dropped 16%. Staples said that the ONLY product that it sells that had an increase in Q2 sales is LAPTOPS.

      Apple, most likely, is doing VERY WELL. The analysts just don't know it.
       Sep 03 10:18 AM
    • Dell's Competitive Moves Make Sense [view article]
      Dell is trying to be the leader in price, when many computer buyers want more of an EXPERIENCE using their computer.

      After people have computers for many years, they want more excitement during their daily lives, and Dell does NOT provide it with Dell computers.

      Price will always have importance, however, people will pay more for enjoyment, and that is what Apple brings to the market.       Sep 01 11:46 AM
    • Why Apple Stock Is Poised To Go Flat - At Best [view article]
      RE: "Market Cap Has Gotten Too Large To Expect a Similar Move like the Last Two Years"

      Exxon Mobil and BP had approximately $40 in annual profit. A few decades ago, $40 billion was the entire ANNUAL REVENUE for a top S&P 100 company.

      The world in this time went from 2.5 billion people to over 6.5 billion people. Populations are expanding, world prosperity is expanding, and world markets are expanding.

      Apple has the potential to be one of the first TRILLION dollar revenue companies.

      Information, together with processing of it, accessing it, and transmitting it, is the OIL of this age. And, the world is in the very early stages of it.

      =====================
      RE: "Would it make sense that a company which has 5% market share in a sector which is tied to our discretionary spending"

      This is a STATIC viewpoint. Apple itself is growing many times that its markets are growing. You comment is like viewing yourself at a red stop-light and saying that you are not going anywhere because the light is red. ALL reports show that Apple is dramatically increasing market share and unit sales of its primary product lines.

      =====================
      RE: "Despite the Innovation in the Products, Product Range Is Not Very Diversified"

      Apple is in computers, software, communications, mobility, graphics, video, publishing, information storage, networking, etc.

      All of these are modern day categories. No buggy whips are in these areas.

      =====================
      RE: "What if mobile is not the next big thing? What if people prefer a much smaller mobile device with only voice capabilities to a large one with a screen and a lot of data tools?"

      Mobile IS the next big thing. And, it will continue to spread around the world for MANY years.

      People HAVE had a much smaller mobile device with only voice capabilities. They are called CELL PHONES. People now realize that they need MORE than just voice when they are moving around. That is why MOBILE is the current big thing and will continue for many years to be the BIG THING.


      =====================
      RE: "So Much of Company’s Success Seems to Be Tied to A Single Person – Steve Jobs:"

      Apple has approximately 20,000 employees. Do you really think Jobs does EVERYTHING at Apple. Jobs is a visionary and a great leader, however Apple has succeeded because it continually hires the best people and motivates them to do their best.

      Countries and companies have had a visionary leader at some time, and these countries and companies have continues success. After George Washington died, the U.S. continued to be successful for the next 200 YEARS.

      Founder Watson of IBM died and IBM continues to be one of the consistently successful companies in the world.

      Giving all credit to the conductor of a musical performance is not only unfair, it is very wrong. Jobs is the orchestrator of Apple, and will always be recognized for that. However, he cannot do the work of 20,000 employees. OTHERS do make a big contribution.

      Recently, in a interview, Jobs said part of his responsibility was to fire someone who was not performing. Jobs recognizes that have the right person in the right job is essential to top performance. This is one of Jobs contributions to the success of Apple.

      =====================
      RE: "It is no fault of Apple that this happens, there are only so much people around who are willing to pay a 50% premium over a similar device just because it looks cooler and is a little more fun to use"

      Apple computers in price comparison to Dell have recently been shown to be CHEAPER than Dell in some cases. There are over 6 BILLION people in the world and not all of them want the cheapest crap on the market.

      Dell's financial report last night showed a big revenue gain and a big drop in profit margins. Despite a common belief, computers are not really a commodity. When you spend a large part of your life on a computer or a mobile phone, you tend to want something that is easy, pleasurable, and productive to use. Apple excels at these qualities.

      =====================
      RE: "As people get more financially strained, discretionary premium products are the first thing to go."

      Tiffany's reported excellent financial results two days ago, and RAISED its forecast for 2008 and 2009. I have yet to read that jewelry is an absolute necessary component of life, yet Tiffany's is growing in a global downturn.

      Today, mobile SMARTPHONES and NOTEBOOK computers are an ESSENTIAL part of life. Everything we do involves use of or need of these two products.

      If Tiffany can grow in this economy, Apple has an even more essential contribution to make in one's personal and business life.
       Aug 29 10:07 AM
    • Bloomberg's Premature Steve Jobs Obit: Why? [view article]
      RE: "...However, the drumbeat about Jobs’ health is picking up and it’s not just from quick trigger traders..."

      Joe Nocera of the New York Times reported that Jobs called him and told him EXACTLY what Jobs' health condition is, and that NO CANCER exists within Jobs.

      Jobs asked that Joe not divulge the private conversation, except to disclose that Jobs does NOT have cancer.

      =====================
      RE: "... round of rumors. How do I know? I’ve been hearing them too, ..."

      Jobs gave a DIRECT call and REPORTED his condition the this New York Times reporter.

      Obviously, you are NOT a journalist, since you cannot accept a report from a journalist that SPOKE DIRECTLY with Jobs.

      Since you prefer to spread rumors, your actual job must be RUMORMONGER.       Aug 28 02:47 PM
    • Apple's Interesting Challenge with Its Best Buy Deal [view article]
      RE: "One of the discoveries is that it's almost impossible to offer consumers both high fidelity and high convenience at the same time."

      =====================
      For luxury items that are NON-ESSENTIAL this statement may be true.

      A Ferrari has fidelity and is convenient, so are luxury, exclusive hotels, member-only nightclubs etc.

      However, EVERYONE needs mobility and a personal communications device with access to business and personal data. These are no longer just WANTS, but today they have become NEEDS.

      Apple excels because it provides a UI (user interface) that is easy, and fun, to use. It happens to be cool, BECAUSE it is easy and fun to use, not only because it has a small market share.

      Notice, that when Apple introduced the 3G iPhone it looked almost EXACTLY like the 2G iPhone. Also they both use the IDENTICAL software and SAME user interface.

      Other handset manufacturers have many handset models in their lineup. Unfortunately, changing to another handset of the SAME manufacturer means that you have to become accustomed to a different designed device.

      Apple determines what the easy and fun user interface should be, and then spreads that same UI throughout its product line. This gives its customers consistency and productivity with every one of its devices.       Aug 14 06:42 AM
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