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rffrydr
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 Posted: Sat Jan 28, 2012 8:55 am Post subject: |
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They just lost the chinese investors, closed at $444. 
And speaking of, getting some pushback in press: NY Times running a disparaging series on "The Apple Economy." And TALife just did a brutal piece on FoxConn, "Hand Made"--by thousands of tiny little fingers:
http://www.thisamericanlife.org/radio-archives/episode/454/mr-daisey-and-the-apple-factory
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HenryTo
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rffrydr
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| Posted: Tue Jan 24, 2012 7:34 pm Post subject: |
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$100B in cash....they're gonna be screaming (louder this time) for cash back. And they won't get it. The dividend, when it comes, will be a la Microsoft, out of weakness.
This was the Boy Wonder's swan song. "Breathtaking" said, Cook. Throw in an extra week for counting and...I don't think this quarter gets repeated til next xmas with 4G5. Still got plenty of multiple there to work with however.
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rffrydr
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| Posted: Mon Jan 23, 2012 9:11 am Post subject: |
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Little giant killer strikes again. Why even bother to post these under their company call letters? This is the place where we can pay our repects a.k.a. the graveyard:
Shocked at RIMM Selloff
By Sham Gad | Jan 23, 2012 | 9:51 AM EST
| Quote: | I'm a little surprised that Research in Motion shares are down 6% on news
of the CEO reshuffle. It seemed to me that many shareholders were angling
for this type of change. Given that the Co-CEOs are large shareholders who
did not want to step down, they are clearly incentivized to do what is best
for the stock price. I've heard bad reports about the new Blackberry and
its likely RIMM will have to seriously consider strategic alternatives now.
May this new CEO change is the catalyst that makes that happen. |
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HenryTo
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rffrydr
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| Posted: Thu Dec 29, 2011 11:06 am Post subject: |
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It's not a "moat" it's a cloud--everywhere and nowhere. And for that reason cannot be a "trap." Morningstar says it a few paragraphs down...but then seems to ignore themselves and keep with the biz-school's favorite "moat" metaphor. This alone underscores just how special Apple is.
"Brand loyalty is largely dead, forcing hardware manufacturers to compete on features and price each product cycle. This makes it difficult to sustain a leadership position."....Hardly. Indeed there is no longer much a barrier to more apps and "better" hardware. It is exactly the brand loyalty that propels here. The once throwaway "app" (so lowly that Jobs would let just anybody do one) is now the cement that holds it all together). Indeed it makes the product invulnerable (who would want even a perfect clone (as if the chinese could do that) when it's the apps, the gateway to the network and all the rest existing in "the cloud". If we are everywhere, and nowhere...we are our gateway--our phone. Ergo not only do you have the emerging market voracious appetite for differentiation, (talk about good timing here for Apple) you push the weight of that "brand" on everyone--everywhere!
Yes there is Android: it's behind, it's a tangle of anchors on a current phone's processor because the apps aren't vetted; and it's free, so The Goog only wins indirectly! Apple will score here for a long long time.
"Brand loyalty is largely dead, forcing hardware manufacturers to compete on features and price each product cycle. This makes it difficult to sustain a leadership position." --Indeed, there currently is no "moat" at all. There's the superior Samsung phones, the array of Android, the antagonism of Apple/Microsoft face. And I doubt iTunes will ever do any better than right now. I've long since left iTunes for the old record industry's rebirth as Spotify/lastFM and TuneIn. And a more general exhaustion with oneself is leading back to radio in the form of various streamers. But the Apple buyers remain.
For the last holdout, the over50 crowd,the iPad has just conquered. Apple was the Beatles label after all. And, in the other direction, Media left for dead has also determined it will be its savior. They will make a god out of it. Already, you can stream your cable to your iPad and watch other places in the home.
Right now Apple is a luxury none of us can afford NOT to have. We've come along way since the Newton. In terms of hardware, nowhere at all. Comparing Apple to Motorola (thin), HP (DOA), Crackberry (biz) is a non-starter.
Though I'd never buy the world's most valuable company Apple right now is the bull's best friend. It's the halo stock that still finds a retail bid. And as long as Apple is delivering equities cannot "die." Imagine if they declared a annual "special dividend" at say 3%?!
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HenryTo
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HenryTo
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rffrydr
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rffrydr
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| Posted: Tue Nov 22, 2011 7:42 pm Post subject: |
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Job's heirs said to sell all....taxes will never be more forgiving. Something to do with the latest weakness.
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HenryTo
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rffrydr
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HenryTo
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rffrydr
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HenryTo
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| Posted: Wed Oct 19, 2011 7:44 pm Post subject: |
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Morningstar on AAPL's fiscal 4Q earnings:
| Quote: | | At first glance, Apple's AAPL fiscal fourth-quarter results lacked the upside surprise to which some investors have become accustomed. It would be a mistake, however, for investors to view the sequential decline in iPhone sales as an inflection point for Apple's success. In fact, we believe Apple's December quarter is shaping up to be a blockbuster. Total revenue was $28.4 billion, up 39% year over year. In contrast to revenue growth that averaged more than 70% during the first three quarters of the year, Apple's sales trajectory clearly decelerated. However, widespread speculation of a new phone release (which occurred last week) drove delays in purchases, causing the iPhone segment, which represents approximately 40% of total revenue, to grow just 25% year over year. In the short time since its release, however, the iPhone 4S is establishing a record sales pace and continues to exceed expectations despite a launch event that received a lukewarm reception. We continue to believe that the capabilities of the new phone, a large base of existing customers ready for renewal, and new price points for existing phones have positioned Apple for tremendous success during the next quarter, which will be 14 weeks long instead of 13 (due to a quirk in Apple's fiscal reporting calendar). In addition to robust revenue growth, Apple continues to deliver margins above the levels we had anticipated. We still expect gross margin erosion during the next several years as Apple extends its user base by delivering products that can compete at lower price points (typically one-generation-old versions of current technology). However, Apple's guidance for gross margin of approximately 40% during the December quarter is more positive than we had anticipated. This gross margin forecast suggests that handset revenue will continue to dominate lower-margin tablet revenue and that Apple's positioning of the 3GS and 4 iPhones against the 4S does not pose an immediate threat to Apple's margin profile. Our long-term margin expectations are unchanged, but for the near term, we believe Apple will succeed in holding the line on pricing while driving aggressive revenue growth. Overall, Apple is executing extremely well on the firm's two most important tasks: customer acquisition and customer retention. On acquisition, the iPhone 4S raises the bar for high-end smartphones. Meanwhile, we anticipate strong elasticity of demand for the new, lower price points of the iPhone 3GS and 4, positioning Apple for rapid expansion of its user base. On customer retention, iCloud is a game-changing offering that greatly enhances the connection between Apple's ecosystem and the user. Instead of just a music library, iCloud's photo repository, storage, unified messaging, and seamless integration of all things Apple across multiple devices is what will turn today's iPhone 4S users into tomorrow's iPhone 6 and iPad 5 customers. |
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