Constable Odo

How Apple's Market Share Will Propel Stock to $500, Part 2

I hate to say this, but these articles are way over the top. Apple can barely hold $200 a share. Even Amazon is making Apple stock look like nothing special. I don't care how good a company Apple is, investors don't really care that much for it. All the talk about accounting changes, reserve cash and ultra-high iPhone demand is doing nothing for the stock. Do you think investors are going crazy that they opened a store in the Louvre? Hell, no. Apple share price is about the same as it was before earnings. Apple would have to sell about 20 million iPhones just to hold the stock over $200. I positively enjoy my Apple products and I think their quality is way above average, but investors just don't care about those sort of things, apparently. Maybe Apple isn't making enough profits the way Amazon is. Apple is really starting to pile on overhead with those retail stores and maybe that's what is making investors angry. $500 is a pipe dream. Maybe $250 and even that will be hard to come by.

Apple Upgraded to Outperform

Amazon has done just as well, if not better this year than Apple, so what's the big deal. Apple has been upgraded to the moon and it's still below $200 a share with no debt and a ton of cash. If investors aren't biting the Apple, then they just aren't biting.

It appears that Apple is also bruising RIM and Nokia, but to little avail. RIM especially and Nokia share prices are also taking a beating.

How Apple's Market Share Will Propel Stock to $500, Part 1

I love Apple and Macs, but $500 a share in the next few years seems very unlikely unless Windows 7 is a disaster and everyone in China falls in love with the iPhone. Nearly everyone says that Apple shares are overpriced now. They said shares were overpriced when it was at $180. Almost nobody sees Apple as having any real value. Isn't that kind of strange for a company that appears to be doing very well. When Apple goes up a bit, the next day people are saying it's going back down. They don't say the same about Google or Amazon. Apple is just a strange stock for investors to believe in. It's like it sits on a bubble always ready to pop and drop.

How Apple's Market Share Will Propel Stock to $500, Part 1

Won't all Windows legacy software run in BootCamp? Why not just get a MacPro for both your needs? I'm not saying you should, I'm just asking.


On Oct 23 10:11 AM tripleblack wrote:

> In one case you have a generic, disposable commodity market, driven
> by price, and on the other side you have an affordable product in
> a brand market driven by innovation and ease-of-use.
>
> LOL, I own both platforms, mainly because of legacy software.
>
> At some point people gravitate toward quality, even when it costs
> more. Apple now has the successful image of a luxury brand.

Apple's Gunning for Records with September Quarter

Yeah, iPhones are iPods with higher margins. That's a plus.

The App Store Changes Apple's Mission

On Oct 16 02:27 PM jack dee wrote:

> > 24 months from now we will laugh about how we used to cut down
> trees to print newspapers that were hand delivered to our homes
> <
>
> i assume this is the comic relief?

On the block of private homes where I live in NYC hardly anyone gets newspapers delivered anymore. Most of the people stopped getting deliveries a couple of years back. Most of my neighbors either watch the news on TV or use their computers and probably some just buy newspapers at the many stores in the neighborhood on the way to work.

Apple Apps' Incredible Success Has Many Marketing Implications

I'd like to know how these people that claim most of the apps in the App Store are crap are determining this figure. What is the most amount of paid apps that someone who is making this claim have downloaded to their iPhones/Touches? 500? 1,000? Unless someone has downloaded over half the apps that are available, they're just talking out of their asses. I don't think that even 148apps.com has been able to determine the ratio of good apps to bad apps and they seem to be on top of App Store proceedings. Apps and games are only going to get better over time.

There is a claim that PSP and DS games are better than ones for the iPhone/Touch, but even if that is true, both of those gaming platforms have been in existence far longer than the Apple iPhone/Touch platform. So I think that the iPhone/Touch platform will undoubtedly produce some very good apps over a period of a few years. People wanted less expensive games and now that the App Store has low-priced games, people are crying about the quality not being up to $30 games. Just go out and buy all three platform devices and then you will all be satisfied.

All developers are getting a chance to try their hand at games and apps, but now it seems people are complaining that the quality of the games are low and yet if Apple were to start vetting developers, there would be another uproar that Apple was being unfair to new developers. I'm glad Apple doesn't have to listen to the bitchers and whiners and will just continue to do what they need to do to pull away from the rest of the mobile platforms.

E-Reader Wars Heating Up: Apple May Have Edge with Younger Generations

All those textbooks require a lot of trees to be cut down to make paper. Isn't that one of the main reasons eReaders should be used? We are looking for greener alternatives. Apple will most likely win the race because it has the best content delivery platform in place which is iTunes. Once Apple's server farm is completed, there will be no stopping them on storing everything one could possibly imagine in the form of electronic information. They'll just have to make some deals with publishers and such and then it's "stop the presses".

I also think that in 3 to 5 years many more schools will be well into giving mobile electronic devices to students. If anyone can push a tablet, Apple can. With creative programming of apps, students would even be able to carry out experiments on their Apple tablets.

Sorry Zune, Apple's Won MP3 Market

The Zune HD doesn't have iTunes so MS might as well just concentrate on beating the crap out of Google with Bing. Multimedia content delivery is going to win the war of PMP players and the Zune is going to come up way short no matter how good it's hardware is. Anyone who has spent any time at all in the iTunes store should realize there's more than a lifetime of content there of movies, TV shows, podcasts and iTunes University. Once Apple starts adding daily newspapers, comics, novels and magazines for their tablet device, the Zune HD is done.

Content is king for the iPod/iPhone and the Zune HD is a pauper.

Apple's iPhone Gets a Foot in China's Door with China Unicom

It would be nice for Apple to get a few more retail stores in China, just to let the customers play with some of their products and have a presence. I entirely understand that Macs are likely priced well out of the typical consumer's range, but there's still the iPods that are likely affordable.

I see analysts are saying that Dell will do well in China with their $300 computers and Windows 7 along with that mini-something Android-powered cellphone. It'll be hard for Apple to compete for market share with that really cheap stuff that the Chinese seem to favor.

Apple's iPhone Still the Gold Standard - RBC

RIM has been a force in the enterprise for many, many years. Like Windows, the BB has the business world locked up and other companies locked out. Until the executives and employees actually running the company take control from the IT departments, Apple will not get in with any of their products. It's easier for RIM to grab consumers because sales are only based on a matter of choice of individuals. In a business, even if 90% of a company wanted to use iPhones, the 1% comprising IT can and will block it. No choice for individuals or productivity since a business isn't run as a democracy.

Right now it isn't important because Apple can barely keep up with iPhone demand for consumers, so extra business sales would probably be a burden at this time. Maybe in another year or so, Apple will have stabilized the iPhone platform enough to compete with the BlackBerry and BES. Until then, Apple needs to keep building up massive revenue and profits and grow its cash reserve much higher.

Apple needs to come out with a product that fits in space that doesn't exist yet or is mostly untapped and hopefully the tablet will do it.

Microsoft: Whistling in the Dark

I'm a Mac user and can tell that Apple is enjoying some fairly decent growth in the smartphone sector and notebook sector, but I really don't see Microsoft and Windows dying. There's nothing to replace Windows and those consumers (the average cheap ones) and businesses (practical ones) won't be buying Macs in any large quantities. I've been looking closely at Windows 7 and it doesn't seem all that bad visually and the UI seems easy enough to use. I need to test it with some hardware and see how it stacks up against Windows XP Pro. I need to decide what I want to run in BootCamp once I move to Snow Leopard.

Anyway, if Windows 7 doesn't totally suck, then companies and consumers will definitely be upgrading over the next year and Microsoft will be still sitting pretty with at least 89% of market share. It's a given. It's just the easiest route for Windows users to follow. Every new computer, as usual, will have a nice copy of Windows 7 on it and MS will just sit back and collect loads of money. I hardly call that a collapse of Microsoft. Arrogant or not, there is nothing that can topple Microsoft without crippling the whole computer industry.

The Case for Shorting Apple

Toshiba... Danger, danger!!
www.nytimes.com/2009/0...
news.cnet.com/Why-Tosh...

If anyone starts talking about this company, they won't have anything good to say about it and more investors will run away screaming. Toshiba is on it's way down. Apple is on it's way up.

AT&T: The (Apple) Brand Destroyer

If it hadn't been for AT&T, the iPhone might never have gotten off the ground or the iPhone might have been stuck on the Sprint network. Apple will eventually leave AT&T and that will be the end of it. AT&T is definitely falling behind the curve, but that can be the fault of the iPhone just sucking up bandwidth. 3G is probably just not up the the task in heavily populated areas of iPhone users. I think Apple should protect AT&T while they are still partnered. Screw the GV app as it's probably one of a few apps that may have a conflict of interest. Apple and iPhone users should just put up with it for awhile and enjoy what they can get with the partnership. No network is perfect.

Why Apple Isn't Making iTunes Available for the Palm Pre

Palm should create their own synching software for the Mac the same as RIM is doing for the BlackBerry. In the long run it will make it much more easier for them to keep Pre customers happy. Palm may be able to create software much easier for Pre users to work with. Does the iPhone hook up to anything Palm has?