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  • Apple: No Innovation, No Problem (For Now) [View article]
    Thank you for your answer. I think that this is not the case. The things that you are talking about can only last for some time (maybe as long as two years but not more). The reason AAPL was able to get such a good deal was because their devises were so much better. If two years from now S11 Galaxy, or whatever it is, has much better quality that the latest i-phone, AAPL will lose the subsidies. I am not saying that this will happen but it is a risk. Keep in mind that S3 Galaxy has better sales that i-phone 5, at least for now.
    Nov 15 06:30 PM | 1 Like Like |Link to Comment
  • Apple: No Innovation, No Problem (For Now) [View article]
    I think that the real question about AAPL is how they will continue to innovate. What is the next product? What is the next big thing. If AAPL only makes small improvements to existing products, it will eventually get run over by the competition. They really need to come up with something big in the next 12 to 18 months. Obviously AAPL has great talent and I am sure that they don't stop thinking about what to do next. Still, this is a risk and it is not clear that they will manage. If the next ''big idea'' is some small improvement to their current line of products, their margins will collapse over time, just like it happened in many other businesses - TV, PC's and so on. To keep their margins they need to maintain their lead and be very dynamics - this is not easy for such a big company.
    Nov 15 05:30 PM | Likes Like |Link to Comment
  • Apple Stock Price Vs. Key Product Release Dates Beginning 1983 [View article]
    Well, the last several products lack any innovation and the competition is catching up fast. S3 Samsung sells better than iphone 5 at the moment and Nexus 10'' has a better screen ... and I don't even want to talk about the maps problem. The point is that AAPL is a great company with huge margins but the business is getting more and more competitive. This is exactly what happened in the PC business. Check the shares of INTC over the last 15 years. I am not saying that the same will happen to AAPL but in order for them to avoid that scenario, they will have to come up with new ideas and start innovating. They don't seem to be doing that lately and mostly rely on marketing and their name to sell the products.
    Nov 9 10:34 AM | 1 Like Like |Link to Comment
  • The Repricing Of Apple Shares Should Be Nearly Over [View article]
    S3 Samsung is the top selling smartphone now. This is not good for AAPL. Of course, AAPL has great products and loyal customers but the fact is that the competition has caught up. It is no longer the case that AAPL's products are obviously the best. Some people like AAPL products and some prefer Android, some prefer ipad 4 and some will like Nexus 10'' better. This significant competition will force AAPL to offer cheaper prices or lose market share. So, the problem is not earning today but earning 2 years out. AAPL has not come up with any new ideas lately (mostly playing around with old ones) and if they continue to do that, the competition is going to crush them over time.
    Nov 8 08:21 PM | Likes Like |Link to Comment
  • Why Apple Doesn't Care About Its Competition [View article]
    Apple has good products, no doubt about that. The point is that the competition has become just as good, if not better. Let's see what is this 10'' tablet that Google and Samsung are going to introduce on Monday. In the 7'' tablet space I prefer Nexus and Kindle to AAPL but this is just personal preference. They suit me much better.
    Oct 27 04:50 AM | Likes Like |Link to Comment
  • What's All The Hubbub About Over The iPad Mini Pricing? [View article]
    I don't know. I don't think that AAPL can completely ignore the fact that other companies now innovate while AAPL tries to survive on their old ideas. To stay ahead, as they've successfully done so far, they need to continue coming up with new things. The last few products were not convincing in my view. I have no positions in AAPL and will be happy to see the company do well. I just don't think they can stay ahead of the pack with the kind of products that they've released lately - minor improvements on their previous products.
    Oct 26 02:49 PM | Likes Like |Link to Comment
  • Why Apple Doesn't Care About Its Competition [View article]
    Sounds like some sort of a religion or a sect, not a company. This maybe your case but I doubt that everybody would be in the same religious mood when the competition comes up with more top products at cheaper prices.
    Oct 26 04:32 AM | 1 Like Like |Link to Comment
  • Why Apple Doesn't Care About Its Competition [View article]
    The article doesn't make any sense. I need a 7'' tablet (I really do). I want the best in the market and have been looking to compare. The 7'' Google Nexus scores better than the i-pad mini. Why would I buy the more expensive tablet with a worse screen? If it had the retina screen it would be a different story but without that I definitely prefer a 7'' Nexus. The HD Kindle is also better and I consider it as well due to its superior speakers.
    Of course, AAPL is a great company but so were MSFT and INTC. They didn't manage to ignore the competition. Why would AAPL be able to. Competition is competition and AAPL has some very tough competitors in the market. Over time this is likely to crush their margins. The last several products from AAPL have not been revolutionary. They seem happy enough to just rest on their former success and that will not work. In the next 12 months the table wars will hit fever pitch. In just 4 days Google has an event as well. New tablets?
    Oct 25 07:23 AM | 1 Like Like |Link to Comment
  • What's All The Hubbub About Over The iPad Mini Pricing? [View article]
    The last 3 products from AAPL are ok (I have no positions in the shares either way and think that AAPL is a good company) but not outstanding. Doesn't look like the kind of stuff to blow away the competition. Will be interesting to see. I need a smaller tablet but Nexus has better specs. Why would I buy a more expensive one with worse specs? I think that 2013 will be great for table buyers. New products are going to hit the market and AAPL better be on top of its game.
    Oct 24 02:32 PM | Likes Like |Link to Comment
  • What's All The Hubbub About Over The iPad Mini Pricing? [View article]
    Well, AAPL is a great company. They are not worse than before. It is only the competition that has become better. Google Nexus 7'' has better specs than i-pad mini. Why pay higher price and get less. My thinking is that the industry will go the way of the PC - very competitive with lower margins. In 2013 the tablet wars will really heat up. Will be great for consumers.
    Oct 24 08:42 AM | 3 Likes Like |Link to Comment
  • Apple Is The Global Profit Leader In Mobile Communication Devices [View article]
    APPL is a top company and the firm to beat in terms of profits. Samsung has better quality devices already and there are several other players right there as well. I suspect that competition and profits will come down just like they did for PCs.
    Aug 17 03:57 AM | 1 Like Like |Link to Comment
  • Apple: Our Fair And Balanced Analysis Of Apple's Performance [View article]
    I personally like the option to be able to take the battery out. You can have two batteries. Also, you can do it for security sometimes because if you cannot remove the battery you never know if the phones is really turned on. I actually don't think I'll be taking it out much but just like the option. These are all personal preferences. I just remember what happened with the PC market and the margins and can't imagine that the smartphone market would be any different. The two markets are almost identical.
    Jul 31 05:02 PM | Likes Like |Link to Comment
  • Apple: Our Fair And Balanced Analysis Of Apple's Performance [View article]
    I think that HTC will participate as well and there are several others that are trying. You never know but some of the new entrants might end up having some top engineers and if they come up with some great ideas, the whole mobile war can change.
    Jul 31 04:50 PM | Likes Like |Link to Comment
  • Apple: Our Fair And Balanced Analysis Of Apple's Performance [View article]
    I don't think i-phone is better. Galaxy gives you the ability to take ur battery out, which is very important in my view and battery life is excellent. I am not an expert but I read quite a few online reports before choosing and virtually all of them put Galaxy S3 well ahead of i-phone in terms of capabilities. This doesn't matter to the extent that it is finally consumers that decide. I just think that the industry is very competitive and AAPL is not going to be able to keep its profit margins.
    Jul 31 09:12 AM | Likes Like |Link to Comment
  • Apple: Our Fair And Balanced Analysis Of Apple's Performance [View article]
    I think that the smartphone wars are heating up. I got a Galaxy S3 today and it is an amazing phone. I have no investments in any of these companies but the competition reminds me of the old PC days. I really doubt that AAPL would win the war, while keeping its profit margins. They are very good and have a very loyal customer base but the competition is also very good and comes up with cheaper and better products. I just don't see how AAPL will keep prices much higher than the rest when currently the top rated phones are Galaxy and HTC. We'll see how it goes but I think that it is amazing how well capitalism works when left alone.
    Jul 30 07:10 PM | Likes Like |Link to Comment
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