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  • Apple's Brand-Image Matters More Than Innovation [View article]
    Doesn't anyone read tech reviews by people who know how to run benchmark tests? You will find that iPhones are considered top tier phones and they execute a better phone every time. Where do people get this idea that they only are a fashion statement? Apple products have an 88-90% customer retention rate. No tech company has that. If you want a quality product you turn to Apple.
    Jan 28 12:44 PM | 1 Like Like |Link to Comment
  • Is Apple The 2000 Cisco/Microsoft Of Today? [View article]
    The problem with doing this is Apple is not just a phone company, but a computer company, a device company, a software and content delivery system, a retail company, and information storage company. They have found multiple ways to make money on everything they do. They do not care if one product of theirs eats into another's profits. Apple had already innovated in other areas before innovating smartphones, and then went on innovating. RIMM tried to bring to market their large screen smartphone and failed to execute. The NOK phone still hasn't risen to the level of the iPhone in quality. If you cannot execute your only line of business to a high level of a company that has its hands into so much more, you cannot be in the same class.
    Jan 28 10:45 AM | 2 Likes Like |Link to Comment
  • Apple's Growth Story Is Over [View article]
    You cannot compare Blackberries to AAPL. Blackberries were only phones, text, and email devices that were not connected to other devices and services. They were great for work because it allowed you to focus on work, but their screens were too small and their large screen version was a dud. I bought a Blackberry because my husband didn't want me to buy an iPhone because he really hates smartphones -- all smartphones. I was able to get a blackberry for dirt cheap.

    iPhones sell because it is a higher quality smartphone. Tech reviews have always rated them high tier. Customer retention is 88-90% which is insanely high for any product especially a product that is more expensive. During the worst economic downturn people bought iphones even though there were cheaper versions. They feel solid state and sleek in your hand. Apple products have a great hand feel. They feel substantial without being bulky.
    Jan 27 11:48 PM | Likes Like |Link to Comment
  • Apple's Growth Story Is Over [View article]
    Actually, more and more small businesses I know are turning to Macs because they are tired of having to spend man hours and expense babying PCs. PCs require IT resources or you have to spend money for a PC contractor to fix PCs. I have worked for both PC and Mac businesses. With PCs you get viruses, fragmented discs, error messages, trojan horses, reboots, blue screens. With Macs you have more problems with peripherals attached to them than the actual machine. With Macs you can focus on your work rather than constantly have to fiddle with a PC in order to get work done. In terms of productivity Apple products save time and let you get to work.
    Jan 27 11:34 PM | 1 Like Like |Link to Comment
  • Why Apple Is Still A Buy Even Though Amazon And Google Have Better Products [View article]
    I don't think there is data to support your contention that Samsung has Apple beat in tech innovation. Apple innovated the smartphone, and Samsung jumped on Apple's coattails and added to what Apple created. What has Samsung innovated? Technical innovation is where you create something that looks so different from anything that has existed before. Apple did that with the iPod, iPad, iPhone, and iMac. Samsung does not have any history of innovation. They take Apple's innovations and make a cheaper version of them.
    When you read tech reviews you will find that Samsung SIII isn't even the superior Android phone. Tech reviews still put the iPhones at the top.
    What we are dealing with is manipulation of the market, pure and simple. This has nothing to do with Apple's technology or innovative potential.
    Jan 27 10:57 PM | 2 Likes Like |Link to Comment
  • Why Apple Is Still A Buy Even Though Amazon And Google Have Better Products [View article]
    Since you and I have normally have had excellent experiences at Apple Stores, this one event could have been an outlier. I usually go to an Apple store in Corte Madera in Marin and no matter how crowded it gets I get attention. I have universally had negative experiences with PC/Android vendors because you have people who are unhappy retail workers who often know less than the customers especially if you do your research before you buy. I bought my iPhone4 in May 2011 because the camera was superior and you did not have to spend time customizing it to get it to work the way you wanted. I also bought the iPhone because it just felt better than the other phones and the Apple Store was so pleasant.

    The last time I was at an Apple Store was this fall when my iphone was dropped and the backpanel shattered. 10 minutes and 27 bucks later my iphone was fixed.

    Marin has a huge and active twitter community and we meet offline everyone has iphones. Most of my friends and family have iPhones and have rave reviews. Am I missing anything?
    Jan 27 08:09 PM | Likes Like |Link to Comment
  • Apple's Growth Story Is Over [View article]
    The professional investors can be wrong. Three words: Mortgage Backed Securities.
    Jan 27 07:42 PM | Likes Like |Link to Comment
  • Apple's Growth Story Is Over [View article]
    "With mounting competition, market saturation, and affordability factors, doubling their market share was highly unlikely."

    What is the quality of this mounting competition? Sales figures in China suggest that there isn't the saturation problem that you think exists. Apple was incredibly profitable during the worst economic downturn since the Great Depression, now that the economy is in recovery it seems reasonable that Apple will succeed despite not having the cheapest products. In the worst economic downturn people turned to Apple products despite cheaper products being available.
    There have always been cheaper products than Apple, but Apple emerged victorious every time.

    While it is always prudent not to be irrationally exuberant, it is also prudent to not overblow the significance of factors that may not be valid.
    Jan 27 07:17 PM | Likes Like |Link to Comment
  • Apple's Growth Story Is Over [View article]
    My experience is the same. It was not until I switched to Mac products that I realized all the crap I put up with owning a non-Mac devices. Before using Apple products, blue screens, trojan horses, error messages, rebooting were almost daily chores. We tell ourselves that got such a deal on these computers and this is normal - for the price of an Apple we could buy two PCs, which would be obsolete within a couple of years.
    We still have the early 32gig iPod which we handed down to our son along with of Mac Mini. I have abandoned my HP computer because after a couple of years feels old and clogged up. My dad owns a PC and it is hardly useable, my experience with MACs are that they are useable for long after the 2-3 year lifespan of non-Apple products.

    Apple is successful because they believed in making quality products that are elegant to use. There is value in quality over cost.
    Jan 27 07:05 PM | Likes Like |Link to Comment
  • Apple's Growth Story Is Over [View article]
    I will grant that Tim Cook is not as charismatic as Jobs, but Jobs hand picked him for a reason. I do not for a second think that Jobs would hand over his baby to someone who would not keep the legacy alive. The motto of the company is to make insanely great products people love and control the user experience to the point you can guarantee their loyalty. In accomplishing this, you are sometimes if not all the time act in ways that Wall Street demands. Being an AAPL investor demands that you are an old school investor who looks for quality companies to invest in because if you make products people love you are going to make money -- maybe not fast money, but money nevertheless.
    Jan 27 06:46 PM | Likes Like |Link to Comment
  • Apple's Growth Story Is Over [View article]
    The problem with hybrids is that they do neither as well as devices that focus on a certain function. There is always trade offs and eventually after awhile those tradeoffs get felt. My ipad can become a phone with facetime and skype. My ipad can edit movies, showing presentations, surf the web, watching tv programs and movies, compose email, be a gaming machine, and get involved with social media. My iPad is being used in classrooms and helping kids with Asphergers and Austism. My ipad can be used for interactive textbooks , and countless other uses because there are countless apps that take advantage of what the iPad offers.
    An iphone is better for phone calls, taking video and photos, looking up restaurants and directions, texting, twittering, etc.
    A macbook air and pro is great for writers, writing reports, working with spreadsheets, photo-editing, video editing, audio creation and editing, databases, composing longer emails, or just doing work without having to worry about viruses, trojan horses, pop up advertising, and disc defragmentation.
    It is not Apple's name recognition that keeps hybrids from popping up, it is a quality issue.
    Jan 27 06:36 PM | Likes Like |Link to Comment
  • Why Apple Is Still A Buy Even Though Amazon And Google Have Better Products [View article]
    The point we are trying to make is that it is a bogus discussion brought up to bring down AAPL stock for the benefit of short term profit of speculators. Everyone knows that Apple is one of the best companies out there, but to make a short term buck they proliferate the narrative of a company in peril, at the end of its rope, with no hope of ever doing anything again.

    Every argument for Apple's demise has been debunked. How anyone takes seriously the looming "threat" of Apple's "competition" makes me wonder how seriously people take researching the health of companies. The fact people are using Amazon feedback as a gauge of the future of any company is just weird. Apple has always had "competition" from low margin, low cost darlings of the moment and they have become the most successful company nevertheless. Why so many have whiplash over this is that there is a huge disconnect. None of this makes sense. All I can come up with is that there is abuse of the financial markets through speculation. The market is broken, not Apple.

    It makes me think that we need legislation to stop this abuse of the market which harms companies that make a profit delivering quality products and services. If the market is adverse to good companies, then the market is broken. I am going to write my California representatives and Elizabeth Warren (who is on the Senate Banking Committee) and see what can be done.
    Jan 27 06:09 PM | 4 Likes Like |Link to Comment
  • Why Apple Is Still A Buy Even Though Amazon And Google Have Better Products [View article]
    You are not imagining it. Apple has a superior consumer experience. Apple stores are packed at all hours of the day. Their point of sale is brilliant - processing sales where the customer is rather than forcing the customer to stand in line with their purchase. Even if you do not have an appointment they make sure you get attention. I have never left an Apple store disappointed. I have purchased countless non-Apple products and I have countless tales of woe. PC and Android vendors have people working for them who act like they resent you for coming in and interrupting their World of Warcraft raid. Apple employees genuinely want to help you and seem happy, which is hard to do in retail. Do not know how they do it but they do. Their stores are clean, well lit, and welcoming.
    Jan 27 05:19 PM | 1 Like Like |Link to Comment
  • Why Apple Is Still A Buy Even Though Amazon And Google Have Better Products [View article]
    As long as the day traders and short term min-maxers drag the stock down it will go down, but that has nothing to do with the Company. This manipulation of the stock shows that the trading system is broken, because if you can do this to a stock of a company that makes superior products and customer experience, then no stock is safe. Those of us can wait you out while you have your tantrum. The more you bring it down the lower our break even point goes. Apple will recover in the long term when this nonsense ceases when the speculators take interest in bringing down another stock.
    Jan 27 03:26 PM | 1 Like Like |Link to Comment
  • Why Apple Is Still A Buy Even Though Amazon And Google Have Better Products [View article]
    "I mean, the s4 coming out right around the corner will probably blow the iPhone 5 right out of the water."

    That is a big "probably". What is a better buy: a product that is rushed out with bells and whistles that will get novel after another company rushes something out, or a product where a company takes it time and thoughtfully upgrades a product that they alone innovated? I still have my iPhone 4 and it works even after I left it outside during a heat wave and got a panic message in Chinese that the phone was overheated. I do not have to rush out and constantly look for something new because I am happy and productive now. When the iphone 6 comes I will be ready to upgrade and I will be able to hand down my iphone 4 to someone. Can we say this about android phones? We do not know. They are unproven. I have friends who gave their kids 3gs and bought the iphone 5. So I am not sure if cheaper phones are really a good deal.
    Jan 27 03:04 PM | Likes Like |Link to Comment
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