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acsatix

acsatix
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  • Apple Can Look Forward To A Tough 2014 [View article]
    so you argue that a 300 dollars difference in china would have been fundamental... you forget this will be put in by china mobile and the likes as customer acquisition costs and that this gives apple a margin of fifty percent instead of five percent... at five percent margin your are just not doing business and you are killing the company as is to turn it into an already crowded internet software companies. so kudos to apple to have chosen the right strategy. remember the ipod was pricy but everyone wanted it... so they bought it.... lower priced ipods came to satisfy different needs, not different pockets only. so wait for a future run down product at a lower price... but right now it is too early for apple to do that.
    Sep 16 02:48 AM | 2 Likes Like |Link to Comment
  • Apple Can Look Forward To A Tough 2014 [View article]

    inhave heard all sorts of comments on the pricing....

    "But in my view, at the prices Apple has chosen (without doubt to optimize profits), Apple will continue to shed market share and runs the risk of sinking to single digits next year."

    what price was right? can anyone document what larger share this price would have brought to apple in terms of profits???
    Sep 15 06:51 PM | 1 Like Like |Link to Comment
  • Apple's Huge Ecosystem Blunder [View article]
    you want apple to give away at high margin? how does that work?

    building mobile phones is a capital intensive job and you cannot drive a large ecosystem on low margins. the two things must go hand in hand.
    Sep 15 03:09 PM | Likes Like |Link to Comment
  • Apple: Disappointment Is Likely To Be Temporary [View article]
    yes... cmcc cannot deploy the iphone in a network without LTE running....
    Sep 14 08:17 AM | Likes Like |Link to Comment
  • Apple: Disappointment Is Likely To Be Temporary [View article]
    No matter the price level of the 5c, the stock would have gone south... if low price because apple was taking the sliipery slope of self inflicted margin erosion, if hight because of fears of losing market share... so, indeed, the company is the same as the day before the release and only it got a beat cheaper to buy some of it.
    Sep 14 08:16 AM | 2 Likes Like |Link to Comment
  • Apple's Huge Ecosystem Blunder [View article]
    not sure addressing a market with no discretionary
    money is a smart move.
    Sep 14 05:59 AM | Likes Like |Link to Comment
  • Apple's Huge Ecosystem Blunder [View article]
    why ultra premium? the price of S4 is same or higher than 5c and s4 does not nearly compare with the 5s so there is a justified premium for 5s. I do not think affordability is the issue...the delta is not that great. and in any case the ecosystem of apple is addressing those with disposable income since it relies on purchases not searches only.

    you argue that apple should adopt a gilette strategy... give away devices at low margins and then hope for the best on the ecosystem... i think really it would be a much riskier strategy than a cautious balance on share and margins. we will see!

    Sep 14 05:42 AM | 2 Likes Like |Link to Comment
  • Apple's Huge Ecosystem Blunder [View article]
    but guys galaxy S 4 sells at a price that is same or higher that 5c. and it aint any better... so folks will buy what they think it is cooler... my vote goes to 5c.
    as to functionality... we already have more than anyone would need... but if you want more the only answer out there now is the 5s. that should really seal it.
    Sep 14 05:21 AM | Likes Like |Link to Comment
  • Consider Apple: A Gold iPhone 5S Will Save The Day [View article]
    I would love a gold phone :). especially if it is same price as silver or white or black :)
    Aug 26 09:22 AM | 3 Likes Like |Link to Comment
  • Can Apple's Stock Be Saved? [View article]
    yeah you wanna speak of sw at a developers conference. that is all what these dudes wanna know of.
    Jun 29 03:28 AM | Likes Like |Link to Comment
  • Can Apple's Stock Be Saved? [View article]
    man. i know, earnings will go down. but why do you say they will,have a low p/ e do you think the current 9.4 p/ e is high? if anything if they stabilised at lower earnings the combined effect of buyback an stability will make price go up.
    Jun 29 03:24 AM | Likes Like |Link to Comment
  • Can Apple's Stock Be Saved? [View article]
    and, they always win.
    Jun 29 03:21 AM | Likes Like |Link to Comment
  • Can Apple's Stock Be Saved? [View article]
    man they may wanna buy a house or a boat? life is short.
    Jun 29 03:20 AM | Likes Like |Link to Comment
  • Apple Hits $400: Is Now The Time For Dividend Growth Investors To Get In? [View article]
    well, for every other company we have to do the same as even predictions are based on information coming from the past and present which quickly becomes past as we move into the future... not sure what else can we do.

    now for apple predictions seem all to point to a relatively quick demise while for samsung and google everyone is positive all will be bright and easy. it may be true. but for one google pays no dividend and its multiples start to cause vertigo... if apple did not pay a dividend they would be all up in arms against them... i wonder why.
    Jun 27 04:17 PM | Likes Like |Link to Comment
  • Apple Hits $400: Is Now The Time For Dividend Growth Investors To Get In? [View article]
    difficult to say. it may take a long time and lots of ups and downs.
    Jun 27 04:12 PM | Likes Like |Link to Comment
COMMENTS STATS
119 Comments
207 Likes