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johnswilson1

johnswilson1
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  • Apple's Biggest Threat - Declining Prices Of Computing Devices [View article]
    Except we haven't seen reduced ASP for Macs. And the discounting your referring to is either typical promotions or discounts due to normal upgrades.
    Aug 2 11:53 PM | Likes Like |Link to Comment
  • Apple's Mobile Profitability: The Illusion Of Advantage [View article]
    Long term securities is cash. They buy t-bills and such. No point in sitting on over $100 billion in literal cash.
    Jul 28 07:18 PM | Likes Like |Link to Comment
  • Apple's Mobile Profitability: The Illusion Of Advantage [View article]
    Except Samsung isn't a good analogy for the state of Android, considering the majority of Android phone makers are either making very little profit or none at all. This is why Apple and Samsung comprise 103% of the mobile profit (including those who lose money brings both companies above 100%).

    Additionally, while you may think spending enormous sums on marketing makes sense and will help 'growth', Samsung no longer does. They have already said that their marketing budget will soon decrease as they no longer are getting as much value for the dollar. Also, while Apple has limited product line, I'm not sure how you could compare their R&D budget to a Samsung or LG, both of whom sell hundreds of products across a variety of industries. Do you have the R&D figure for Samsung mobile products? Or electronics (which would still include Blu-ray players, home theaters, etc).
    Jul 28 10:19 AM | 29 Likes Like |Link to Comment
  • The Day I Sold Everything: Questions Answered [View article]
    I don't see the purpose of the article or the previous version. It seems written more out of a motive to engender a strong reaction than to actually inform, assist, or add value to investors--the core readership of this site. What exactly is the purpose? The author himself acknowledges that most won't understand the premise and that the premise is purely emotional. This article is need of an editor who would have definitely said, 'no.'
    Jul 27 10:43 PM | 4 Likes Like |Link to Comment
  • Apple's Biggest Threat - Declining Prices Of Computing Devices [View article]
    If that were true then Apple wouldn't sell as many unlocked iPhones for $650. Additionally every study I've seen shows that iPhones have higher resale value than the competition.
    Jun 30 02:06 PM | Likes Like |Link to Comment
  • Apple's Biggest Threat - Declining Prices Of Computing Devices [View article]
    If that were true then Apple wouldn't be able to sell unlocked phones for $650+. Also the value would depreciate far sooner than it does. Almost any study done shows the resale value of the iPhone is far higher than its competitors.
    Jun 30 02:05 PM | Likes Like |Link to Comment
  • Apple's Biggest Threat - Declining Prices Of Computing Devices [View article]
    Interesting analysis. A few things you forgot to mention:

    (1) Your chart shows iPad revenues decreasing but doesn't note that the introduction of the iPad mini (priced much lower) would naturally decrease overall ASP. And even prior to the iPad mini launch Apple began selling year-old devices for less to capture greater share of the education market. That began in 2011 and coincides with the initial drop in ASP.

    (2) The Mac has pretty much been the only outlier in the PC market. It commands the far majority of sales in the premium $1,000+ market. Apple's ASP is nearly $1200 whereas Windows PCs have ASPs under $500. (http://bit.ly/1hfzHOA)

    (3) The iPhone also has experienced a slight dip in ASP because Apple began selling year-old devices for a bit less. Again, you didn't mention that.

    (4) Your statement that Apple would have to sell more iPhones to make up for any dip in ASP is a bit presumptuous. It's possible Apple can make up for any 'loss' in previous revenue by selling more accessories, increasing iTunes revenue, or increasing ARPU per Apple customers, in general--all of which they are already doing now prior to 2018 estimated drop in revenue.

    (5) Lastly, people have predicted Apple would be priced out of the market for years. The assumption doesn't place enough value in brand, quality, or properly assess the luxury good market where Apple truly resides. Apple is still commanding mid-60% of profits of the entire mobile phone industry.
    Jun 29 04:44 AM | 18 Likes Like |Link to Comment
  • An iWatch Cannot Move The Needle Much [View article]
    Interesting analysis but I fear it's based on the wrong premise. The impending iWatch will not be positioned as, nor function as a watch. It will instead be in the wearable device category, which includes fitness and health applications and is growing by nearly 50% per year--growth that far exceeds the watch category. Additionally, Apple is uniquely positioned to capitalize due to it's huge lead in developer revenue and interest (typically apps appear first on iOS), loyal customer base (95% retention), and impressive retail footprint (400+ stores with industry leading sales per sq foot)--which will allow consumers to use the iWatch and ask pertinent questions.
    Jun 22 12:30 PM | 40 Likes Like |Link to Comment
  • Why iPhone 6 Won't Reverse Apple's Market Share Decline [View article]
    Where's Android's growth going to come from when the low end is saturated? Samsung is already seeing this in the heightened competition in this arena. There are $50-75 smartphones in China that Samsung cannot compete with.
    Jun 20 09:26 PM | 2 Likes Like |Link to Comment
  • Apple: Why Netflix Could Follow Beats [View article]
    Beats accessory sales could grow 10-15x if there was a larger push into home theater, car audio, and smart home solutions. This isn't just about current products offered. Beats gives Apple not just curation, streaming, and experience music leadership, but also a reputable brand that they can take risks with.

    Netflix is overpriced and still not very profitable.
    May 29 03:35 PM | 2 Likes Like |Link to Comment
  • Apple Is Running Out Of Cash To Raise Its Dividend [View article]
    Sounds good until you look at the evidence. Apple spent about $10-12B on capex. Only Intel is investing more in plants, equipment, and prepayments for goods. 40% of Apple's entire R&D budget since the company's inception, was spent in the last 6 years. That goes to show you how much they have ramped up R&D spending.

    You're comparing Apple to FB? Or Netlfix? Not sure if you're serious.
    Apr 21 08:20 PM | 5 Likes Like |Link to Comment
  • Apple Faces A Problem And Increasing Prices Will Make It Worse [View article]
    You're comparing a Nexus 5 to an iPhone 5 yet don't mention sales of the former? You quoted the percentage of apps that appear on bot Android and iOS yet don't differentiate the top 25 or 30 apps/games. Nike Fuelband app, for instance, is still not Android, and the largest most influential brands still launch on iOS first.
    Apr 14 09:33 PM | 10 Likes Like |Link to Comment
  • Apple: This Is Ridiculous [View article]
    Um no. Even without the iPhone, half of quarterly revenue, Apple would still be a very profitable company.
    Feb 13 07:09 PM | 1 Like Like |Link to Comment
  • Apple: This Is Ridiculous [View article]
    Because 90% of google's revenue comes from advertising. Look at this way: the Mac only accounts for 11% of Apple's revenue yet it produces ~ $1 billion of profit each quarter, or 1/6 of Google's quarterly profit.
    Feb 13 07:09 PM | 1 Like Like |Link to Comment
  • The Young And Restless Update: This Aggressive Portfolio Is A Premium Performer [View article]
    I don't understand this portfolio. I think it would be more valuable for a young aggressive investor to open a Roth, invest in a few great dividend-yielding stocks, reinvest dividends and watch the stockpile grow tax-free. Everyone has their choices and gravitates to what works for them, but I think this strategy would pay off more for a young aggressive investor.
    Mar 2 07:52 AM | Likes Like |Link to Comment
COMMENTS STATS
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