Camden

Apple Financial Gauge Analysis for September 2009 Quarter

Being this is the first I've heard of your gauge, I'm not sure what what you intend it to convey. That said, I suggest you recalibrate the gauge so that it is GDP-adjusted (perhaps using world GDP). Comparing growth figures during a horrendous recession to earlier periods disguises the health of the company. In my opinion there is NO QUESTION Apple is a stronger, healthier company today than it was at any time in the past decade .

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.

AT&T: The (Apple) Brand Destroyer

I agree with the above comments that this article is not worthy of S.A. While there are a few interesting bits of information on the whole I found it garbage. I think the author may a bit off his rocker.

Should the FCC Force Apple to Stock Competitive Products in Its Own Store?

I think his points make fine sense with regard to ATT. Also, there is NO question of monopolistic power here. You say yourself that ATT is one of FOUR companies that share 90% of the U.S. market. That certainly sounds like strong compition to me. What's good for consumers in the short run isn't necessarily good for the market or consumers in the long run. Take away the carriers profits and we'll watch the networks deteriorate. ATT is already getting grief for the quality of it's network service (it can't keep up with booming data traffic).

I certainly agree with the concept that a service provider should be able to provide the service it desires to provide as long as there is a public good. The FCC should be able to control the use of the public spectrum (to prevent harm to the public) but not to the point of dictating what content each and every provider must provide.


On Aug 02 12:05 PM Murphy Mac wrote:

> Some of your points make sense with regard to Apple, but not with
> regard to AT&T. AT&T is one of four carriers who control
> approximately 90% of the U.S. market.
>
> A Google Voice app is mostly a threat to AT&T's SMS business,
> as it allows sending and receiving of free SMS messages. Goodbye
> twenty dollars a month for unlimited texting. Indirectly, Google
> Voice as a whole is a threat as people can use their landlines for
> free long distance instead of chewing up cellular minutes.
>
> With that in mind, I'm happy to see the FCC poke a stick at this.
> I doubt anything will come of it. But maybe someone besides Senator
> Herb Kohl will question why the carriers have established twenty
> cents as the cost of an SMS message when industry experts claim the
> actual cost is negligible. That price points to collusion by the
> monopoly carriers.
>
> AT&T might rethink their whole stance: Google Voice could make
> using voice services bearable again, a goal the carriers have not
> lifted a finger to achieve. Voice minutes are hugely profitable,
> especially when the plans require purchasing more minutes than someone
> wants to use. I suspect Google Voice will lead to me using voice
> minutes more often. It would be interesting to know what AT&T
> thinks of that possibility.

Apple iPhone's Substantial Impact on Gross Margin

It's a bit surprising this article only had a few comments. This is BY FAR the best analysis I read on Apple in recent months. Thanks for the great work Turley!

How Much Are Apple's 45 Million Users Worth?

Excellent article.

Five Reasons I'm Long Apple

reagan,

Do you know what "exponentially" means?


On Jul 27 03:17 PM reagan wrote:

> Sorry, Camden. That's hardly an "exaggeration".Get a grip.

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.

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.

Apple Asks Microsoft to 'Quit Running Those Laptop Hunters Ads'

Techtrader, There is a reason Apple user's tend to be fanatics... the Mac platform really is MUCH more reliable. I use both, have for many years. The PC's routinely have problems. My Macs have been almost completely trouble free. My wife has now on her third PC laptop in 5 years. I'm still delighted with my G4 MacBook bought in Feb. 2003. If you use a Mac for a year you'll understand.

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".

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.

10 Reasons Apple Will Sell iPhone Via More U.S. Telcos

Apple execs has stated that they are going with GSM over CDMA due to a longer-lasting architecture and the fact that GSM is worldwide. But that doesn't explain why they can't offer both. It only makes sense for Apple to expand it's reach once the ATT market begins to mature.

Speculating on the Emergence of an iConsole

I think the ERTS acquisition rumor is extremely unlikely to come true and an iConsole is just as unlikely. As pointed out also by mollytjm above, Apple has already developed a new gaming platform with the iPhone and iPod Touch.

Week in Review, Part I: Global Economics, International and U.S. Equity Markets Overview

Thanks for posting. While your comments on black-box trading were somewhat insightful, they also seemed a bit naive. So what if stocks in certain sectors go up and then down day to day! Should one buy because they move one way or the other on a given day? Of course not. Thousands of stocks are now 25% or more above their lows. Many are up 50% or more. If one is worried about black-box trading and not willing to look beyond the daily meandering of the sectors then one is not going to see the tremendous opportunities in front of them.

I hope you post those charts again in the future. It's good to get a big-picture look at what is going on. Looking at the weekly S&P it is clear the market still has A LOT of upside before getting anywhere close to a even 50% retracement of the 2008 crash. Also interesting is the recent out-performance of the Russell 2000 stocks. That move seems to be rolling over.