Camden

Why Apple's iTouch Tablet Will Become Its Flagship Product

Jason, With this post you have officially (in my book) become Apple's most bullish zealot on the web. I hope you prognostication comes true, but I doubt it will. I don't see tablets outselling pocket devices. We'll see.

10 Reasons Not to Buy Apple

I agree with Zobby that this is "One of the dumbest articles on Apple ever." Each of the ten reasons is obviously flawed. In fact, a very strong argument could be made by using the same issues as reasons to BUY Apple. The logic used in this article is "bass ackwards".

Jobs' Integrity: A Reason to Buy Apple

Patrick, Thanks for taking the time to write this piece. I enjoyed reading it. A nice point of view, well written.

Mr. Roubini, Please Take a Seat

Six months ago the writer probably agreed with Roubini. This point is the economic conditions are changing and Roubini is not seeing it.


On Apr 26 02:25 PM mtt04 wrote:

> I'd ask a simple question of the writer - where were you 6 months
> ago?
>
> oh yeah having your trading head handed to you most likely.
>
> No where to go but up eh?
>
> We'll see. Oh one more thing, notice the 1000's of ships sitting
> in Asia with nothing to do? what it that about I wonder.
>
> Roubini was right - there is no argument for you.

Ominous Drop in Sales Bodes Ill for More than Just Apple - Barron's

The article notes how the drop in sales will be also be bad for component suppliers and chip makers but fails to point out that this will be greatly beneficial to Apple. As the component suppliers and chip makers lower prices to keep product going out the door Apple's gross margins go higher. So even though Apple may sell less units, it will make a higher profit on each. That's one of the main reasons they beat expectations handily this past quarter.

Apple's Real Growth Rate in 2008: 49%!

Jason,

Thanks for pointing out the "real" growth rates. Apple is truly the best positioned consumer tech company and it's stock certainly undervalued. The one problem I have with your commentary is with "This company should be celebrated, the stock is severely undervalued because of the uncertainties surrounding Mr. Jobs' health and the economy but both of those are now in the past." Do you think effect of Jobs' leaving the company permanently is now "baked into" the current price? And secondly, why are the economy's problems now "in the past"? I see no reason why this world recession may not continue to worsen for a year or more. Apple's growth has slowed considerably and that trend may accelerate. The size of the future deferred revenues will certainly help as new sales fall off, but a bad economy is in the future not only the past.

Marc Faber on the Economy, Gold, WWIII

Mr. Faber scoffs at the idea of the coming stimulus package and calls it a disaster. He thinks we should just leave the "market" alone and let it do what it will. He conveniently omits the fact that government spending is always a large part of the market – it is not some "outside force" manipulating the market, it is a portion of the market increasing it's share. Government spending is really no different than personal spending when it comes to the health of the economy with the exception that over time debt has to be repaid. If Mr. Faber is not an advocate of deficit spending then logically he would not be an advocate of anyone using credit to spend. Would he suggest the world rid itself of credit entirely?

Mr.s Faber's approach would likely lead to a deflation spiral in which people spend less causing companies earnings to shrink causing more job losses causing people to spend less... an ugly, long lasting cycle.

Mr. Faber sounds good and he has been a keen observer of economic bubbles around the world, but his theory about capitalism needing to be free of what he calls "government intervention" is nonsense. This stimulus package will provide not only jobs and start to rebuild the the country's infrastructure which is in great need of repair, but also make the economy more efficient through better technology, better schools, less expensive energy, new research and discoveries. The benefits of the stimulus will be real and long-lasting. They will provide a much stronger foundation for economic growth after this downturn. This country has been given the wake-up call it needs to finally get to work re-building the country. Instead of a disaster as Mr. Faber would describe it, the stimulus plan will be a true blessing to everyone in the country and the world. The U.S. economy leads the world economy and it will lead the way out of this world-wide recession.

What an Apple Tablet Has to Be

You need to think different. Think bigger (in terms of world impact) and think education. You heard it from Camden. Education.

How Much Are Apple's 45 Million Users Worth?

Excellent article.

Five Reasons I'm Long Apple

Mauneel, I think you make some good points and do a pretty good job of explaining many of the positives Apple has going for investors. I suggest you write a bit more concisely and stay away from making exaggerated comments like "the loyal Apple following is increasing exponentially", which it clearly is not. Nice article.

Apple's Next Releases Need to Live Up to Expectations

I'm not sure about Apple, but I'm convinced Seeking Alpha is not living up to expectations with this post.

Apple's Media Tablet Will Cause the Stock to Rocket

Techtrader10,
Re: "However I feel a little sad for the people that have hoped they could just buy and hold it. Unfortunately, Apple stock is not like a mutual fund. You must put a little time and effort into when to buy, when to hold, and especially when to sell it."

$1000 put into Apple 5 years ago is now worth more than $7700. You feel a little sad for those that buy and hold??? When did you start investing?




On Apr 29 09:30 AM Techtrader10 wrote:

> No matter what Apple comes out with, there is a loud cry from the
> people expecting to be rich holding Apple stock, "the stock will
> go up". I love it, as I have been long and/or short Apple stock
> over the past two years and enjoyed trading it. However I feel a
> little sad for the people that have hoped they could just buy and
> hold it. Unfortunately, Apple stock is not like a mutual fund.
> You must put a little time and effort into when to buy, when to hold,
> and especially when to sell it. Be careful going into the next quarterly
> numbers report. The stock price usually goes up about two weeks
> ahead of the report, it has become very predictable. When something
> becomes too predictable, traders like to set up traps. Good luck
> trading everyone!

Apple's Media Tablet Will Cause the Stock to Rocket

Techtrader10,
Re:"When something becomes too predictable, traders like to set up traps."
How does a trader set a trap?


On Apr 29 09:30 AM Techtrader10 wrote:

> No matter what Apple comes out with, there is a loud cry from the
> people expecting to be rich holding Apple stock, "the stock will
> go up". I love it, as I have been long and/or short Apple stock
> over the past two years and enjoyed trading it. However I feel a
> little sad for the people that have hoped they could just buy and
> hold it. Unfortunately, Apple stock is not like a mutual fund.
> You must put a little time and effort into when to buy, when to hold,
> and especially when to sell it. Be careful going into the next quarterly
> numbers report. The stock price usually goes up about two weeks
> ahead of the report, it has become very predictable. When something
> becomes too predictable, traders like to set up traps. Good luck
> trading everyone!

Thoughts on the Apple Tablet, iPhone Rumors

Think education. If you wanted to do for the world education market what the iPod did for music industry, what ecosystem and devices would you need?

Selling Most of Fuel Systems on a Spike

I can understand your dismissing the latest GDP number but are you dismissing the TREND of the past 6 months? The trend (and history) would seem to indicate one should believe GDP is indeed headed higher and that employment will follow in about two quarters. That has historically been an excellent time to be fully invested.