01-24-2013, 05:54 PM | #61 |
Wizard
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01-24-2013, 06:05 PM | #62 | |
Grand Sorcerer
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But there is no Apple HDTV and even if there were, (today) that is exactly the wrong market for their business model. No magic bullet there. But there is a big gulf between irrational expectations and a broken company. What we have is a company with major problems but that is still thriving. Yes, iPhone 5 has issues--but the faithful simply bought iPhone 4s if they had qualms about the 5. They still have a lot of brand equity with their customers and the iOS lock-in is a powerful force; enough to make the Mini a market-changing product despite itself. Apple has had a rough year; they've made quite a few back-to-back mistakes. And they're still riding high. They are what they are. They're not a "growth" company in tech industry terms but they are a mature company at its very peak. And that is plenty formidable--things have to get a whole lot worse for Apple to be broken. And it will take very little to make the "analysts" forget about 2012. |
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01-24-2013, 06:55 PM | #63 | |
Wizard
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For me it's not a belief in the company, but it's a belief that money will attract good designers. The more companies there are out there, the more chances there are for designers' visions to become reality. I've seen so many absolutely beautiful concept designs that maybe if they get built I will even switch from my dumb phone to a smart one. |
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01-24-2013, 07:08 PM | #64 |
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01-24-2013, 07:29 PM | #65 |
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01-24-2013, 07:30 PM | #66 |
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All Apple needs is for its customers to buy more Apple products. That will show the doubters and naysayers.
Who is going to step up? |
01-24-2013, 07:38 PM | #67 | ||
Wizard
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Well, yeah, but that is not the point. The point is that His Steveness often explained why a tweener would not work...
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Last edited by wizwor; 01-24-2013 at 07:42 PM. |
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01-24-2013, 08:37 PM | #68 | |
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01-24-2013, 08:57 PM | #69 | |
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Is it the market or is it the growth investors? |
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01-24-2013, 10:29 PM | #70 |
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Even when growth slows a stock has SOME correlation to its earnings, the P/E ratio. And even with multiple contraction AAPL is worth way more than some of you figure. Genentech is a past example of severe multiple contraction yet earnings kept price up. You figure a P/E of 11 or less is a fair valuation for AAPL? I disagree.
You want a crazy stock? Try AMZN, not AAPL. That's a company with an leader (Bezos) who is upfront about ploughing profits back into it, makes almost no margins, yet carries an insane P/E ratio. Just goes to show there are all sorts of investors out there. Oh, and before you figure AAPL means nothing to you, check what 401K funds you own. Got any large cap growth? Or large cap indexes, NASDAC 100-ish? Or science and tech funds? Then you own AAPL, and probably more than you (or even I) want to, lol. It is one of the most widely held, for better or worse, and therefore hard to avoid. |
01-24-2013, 10:37 PM | #71 | |
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Look at Xerox -- they were so successful that the brand name became synonymous with the product category (and there are many similar examples from various industries). A glorious past means nothing at the stock market. Last edited by HansTWN; 01-24-2013 at 10:44 PM. |
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01-24-2013, 11:32 PM | #72 |
Montreal wins Grey Cup!
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Does someone here know Apple's stock price the date of Steve Jobs' passing?
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01-24-2013, 11:57 PM | #73 |
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01-25-2013, 12:30 AM | #74 |
Martin Kristiansen
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The share price does not reflect the fundamentals of a company, that's obvious, it reflects sentiment.
Apple has a ton of cash, good revenue growth, great margins. I'm not sure what type of analysis of a company would indicate this as broke. Take out what you think of the products because that is sentiment. Take out what you think of their business practices, that is sentiment. Take out what you think of Jobs, that is sentiment. Look at the balance sheet, historical performance for the past 5 years and then decide if its broke. I say this as an iOS and android user. It's just stuff. Boring business stuff for me mostly. |
01-25-2013, 01:22 AM | #75 |
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Don't look at me. To be an Apple customer, shouldn't I already own Apple products? Wait, I do own an old iPod Shuffle, but only because it turned into a toy for the little ones.
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