AAPL.O Talk about industry stock market mumbo-jumbo here. http://www.macedition.com/forums/read.php?4,14,14#msg-14 Tue, 21 May 2013 15:23:02 -0400 Phorum 5.2.16 http://www.macedition.com/forums/read.php?4,14,42130#msg-42130 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,42130#msg-42130
http://www.bloomberg.com/news/2013-05-06/gore-is-romney-rich-with-200-million-after-bush-defeat.html]]> El Jeffe Spork Central Mon, 06 May 2013 11:34:05 -0400 http://www.macedition.com/forums/read.php?4,14,42111#msg-42111 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,42111#msg-42111 bahamut Spork Central Fri, 03 May 2013 21:05:38 -0400 http://www.macedition.com/forums/read.php?4,14,42105#msg-42105 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,42105#msg-42105
ddt]]> ddt Spork Central Fri, 03 May 2013 13:35:38 -0400 http://www.macedition.com/forums/read.php?4,14,42102#msg-42102 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,42102#msg-42102
And just to be clear… there is no chance in hell that Amazon or Google are worth their P/E. They're just as maxed as Apple, maybe even worse. Except they have crazy P/Es.

FB on the other hand is a sell.]]> bahamut Spork Central Fri, 03 May 2013 10:39:05 -0400 http://www.macedition.com/forums/read.php?4,14,42025#msg-42025 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,42025#msg-42025
Plus they'll release iRadio which will be as popular as Apple Ping or whatever it was called.

They'll add some more features to Siri.

They'll release a watch.

Finally they will release the "real" AppleTV which will be just like the current AppleTV except stuck in a 40" LCD display and will feature Siri.

It all seems so predictable now. There is no sign of any life. If there was I'm confident that they'd leak just a little to surprise us.]]> bahamut Spork Central Thu, 25 Apr 2013 14:20:49 -0400 http://www.macedition.com/forums/read.php?4,14,42012#msg-42012 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,42012#msg-42012 El Jeffe Spork Central Wed, 24 Apr 2013 19:54:29 -0400 http://www.macedition.com/forums/read.php?4,14,42010#msg-42010 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,42010#msg-42010
http://arstechnica.com/apple/2013/04/apple-supercharges-rd-with-extra-500-million-spent-in-last-six-months/

ddt]]> ddt Spork Central Wed, 24 Apr 2013 19:01:12 -0400 http://www.macedition.com/forums/read.php?4,14,41999#msg-41999 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,41999#msg-41999
iPhones slightly up compared to a year ago. iPads way up.

But yeah the stock line about “Our teams are hard at work on some amazing new hardware, software, and services and we are very excited about the products in our pipeline” is getting stale...]]> Tony Leggett Spork Central Tue, 23 Apr 2013 20:52:59 -0400 http://www.macedition.com/forums/read.php?4,14,41994#msg-41994 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,41994#msg-41994
Stock is up. Great. I'm off this roller coaster until I see hints of something better.

As I said, it's not just Apple, it's the market, and the vulnerabilities Apple has show means that in my opinion, it's not going to be seen as a safe haven.

I has a beta of around .66 which is certainly better than 1, but you might do better with NTE (Nam Tai) which has an even lower beta and a lower P/E.]]> bahamut Spork Central Tue, 23 Apr 2013 17:21:07 -0400 http://www.macedition.com/forums/read.php?4,14,41991#msg-41991 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,41991#msg-41991 johnny k Spork Central Tue, 23 Apr 2013 16:56:41 -0400 http://www.macedition.com/forums/read.php?4,14,41990#msg-41990 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,41990#msg-41990 porruka Spork Central Tue, 23 Apr 2013 16:53:20 -0400 http://www.macedition.com/forums/read.php?4,14,41989#msg-41989 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,41989#msg-41989
$50B for buyback]]> porruka Spork Central Tue, 23 Apr 2013 16:36:15 -0400 http://www.macedition.com/forums/read.php?4,14,41988#msg-41988 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,41988#msg-41988
ddt]]> ddt Spork Central Tue, 23 Apr 2013 16:19:17 -0400 http://www.macedition.com/forums/read.php?4,14,41987#msg-41987 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,41987#msg-41987
Or even $600. Or even $500.

We don't have any particular evidence that they did what you are saying.]]> bahamut Spork Central Tue, 23 Apr 2013 15:34:36 -0400 http://www.macedition.com/forums/read.php?4,14,41985#msg-41985 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,41985#msg-41985
Quote

You don't even need to read the article.

Maybe you should. The answer is, carmakers are not on the timescale of tech companies. They have 5-year lead times for designing in Siri from the beginning, and fitting Siri into existing systems has conflicts. From the horse's mouth:

Quote

“If you take the other radios – and this is true for GM as well as other automakers – when the steering wheel control button is pushed, it initiates voice rec embedded in the radio,” she adds. “It becomes more complicated because you have two possible voice recs. That’s what’s taking the other [automakers] longer.”

I have Ford/Microsoft's voice recognition, and find it very useful, but it has a limited vocabulary and grammar, which Siri specifically broke out of. Siri in the car would be great. I like the idea of keeping this passthrough so that phonemakers can use the car as another peripheral rather than letting carmakers continue to make crappy UI choices.]]> johnny k Spork Central Tue, 23 Apr 2013 13:07:20 -0400 http://www.macedition.com/forums/read.php?4,14,41982#msg-41982 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,41982#msg-41982 lots of folks lost their shirts

Point of clarification: When you say that, do you mean they actually spent, say, $10,000, and got $3,000 back? Or they invested $10,000, saw the stock go up in value to $80,000, sold when it was $30,000, and acted as though they "lost" $50k rather than made $20k without doing a lick of work? (Actual conversation I had right after the dot-com crash.)

ddt]]> ddt Spork Central Tue, 23 Apr 2013 11:58:58 -0400 http://www.macedition.com/forums/read.php?4,14,41981#msg-41981 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,41981#msg-41981
Here's something else that suggests all is not well in Cupertino. http://www.theverge.com/2013/4/23/4255860/where-are-the-apple-siri-integrated-cars

You don't even need to read the article. The URL is enough. Remember that?

I guess the reason you don't have those is that Siri doesn't really work. Kind of like Apple Maps.]]> bahamut Spork Central Tue, 23 Apr 2013 11:51:26 -0400 http://www.macedition.com/forums/read.php?4,14,41932#msg-41932 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,41932#msg-41932 John Willoughby Spork Central Mon, 22 Apr 2013 13:40:14 -0400 http://www.macedition.com/forums/read.php?4,14,41929#msg-41929 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,41929#msg-41929
Right now, the only possible thing Apple has going for it is China and that economy is slowing down. With Apple having lost its cool, a cheaper iPhone isn't going to cut it anymore either folks.

Apple still has a lot of money and some smart people on board, but it's directionless. That seems like the trend for these guys, up and down. Remember, they ran the show once before and look where that got them.

The stock may yet go up, but it's not worth the risk, which is substantial. There is a ton of noise now about the market being in a bubble condition. Could a stock valued with a P/E of 11 fall in a crash? You betcha. Sometimes the noise is to catch folks like me. Sometimes the noise is the sounds of smart people.]]> bahamut Spork Central Mon, 22 Apr 2013 10:22:17 -0400 http://www.macedition.com/forums/read.php?4,14,41837#msg-41837 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,41837#msg-41837 El Jeffe Spork Central Sat, 20 Apr 2013 09:03:47 -0400 http://www.macedition.com/forums/read.php?4,14,41832#msg-41832 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,41832#msg-41832 Tony Leggett Spork Central Fri, 19 Apr 2013 23:35:37 -0400 http://www.macedition.com/forums/read.php?4,14,41814#msg-41814 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,41814#msg-41814
Being long AAPL, I don't care much about whether it takes the company a couple extra years to enter a new category. It's a bargain right now.]]> johnny k Spork Central Fri, 19 Apr 2013 11:58:15 -0400 http://www.macedition.com/forums/read.php?4,14,41799#msg-41799 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,41799#msg-41799
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bahamut
I mean "low-margin, fungible goods." You say Apple does just fine with their strategy, but does it long term? Apple has managed to innovate just fast enough so that the collapse of it's last success isn't evident. This is not to say that anybody sells more MP3 players than Apple does today, but when is the last time you saw someone wearing an iPod? And I see absolutely no glimmer on the horizon.

Are Macs really holding there own? http://thenextweb.com/apple/2013/01/23/amid-record-ipad-and-iphone-sales-mac-sales-are-down-22-since-last-year-ipods-down-18/

Windows 8 may be a disaster, but the whole Lion species are deeply disliked by many.

I'm not saying there isn't a general slowdown happening, But I am thinking we are running out of reasons for people to buy new tech at the pace they've been buying it.

When I sit having my coffee by the river I see lots of joggers with their iPod nano/mini/touches strapped to their arms. On buses I see a hella lot of those white earbuds - admittedly attached to iPhones because that's what's replaced iPods for most over-18s.

Speaking of replacing things, surely that decline in Mac sales is part of a wider trend where tablets are replacing laptops/PCs industry-wide?

Apple doesn't need to have 100% market share of every gadget niche to be a very successful company - not when, even now they have over half the tablet market and supposedly have close to 90% of the US$1000-plus computer market (who wants to be market leader in the low margin sub-$1000 peecee market?).

My god, I have drunk the kool-aid. I'll shut up.]]> Tony Leggett Spork Central Fri, 19 Apr 2013 04:54:43 -0400 http://www.macedition.com/forums/read.php?4,14,41798#msg-41798 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,41798#msg-41798
There were some pundits here saying Apple was doomed because while Gen X liked Apple, teens and Gen Y thought Apple "wasn't cool" any more.

ymmv]]> Tony Leggett Spork Central Fri, 19 Apr 2013 04:41:19 -0400 http://www.macedition.com/forums/read.php?4,14,41786#msg-41786 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,41786#msg-41786
Teens love iPhones.

"If this estimate is considered then the operating profits from PC operations imply that Apple generates more profit than all the top 5 PC vendors combined."]]> John Willoughby Spork Central Fri, 19 Apr 2013 00:24:18 -0400 http://www.macedition.com/forums/read.php?4,14,41785#msg-41785 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,41785#msg-41785
Are Macs really holding there own? http://thenextweb.com/apple/2013/01/23/amid-record-ipad-and-iphone-sales-mac-sales-are-down-22-since-last-year-ipods-down-18/

Windows 8 may be a disaster, but the whole Lion species are deeply disliked by many.

I'm not saying there isn't a general slowdown happening, But I am thinking we are running out of reasons for people to buy new tech at the pace they've been buying it.]]> bahamut Spork Central Fri, 19 Apr 2013 00:08:30 -0400 http://www.macedition.com/forums/read.php?4,14,41778#msg-41778 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,41778#msg-41778 John Willoughby Spork Central Thu, 18 Apr 2013 22:20:07 -0400 http://www.macedition.com/forums/read.php?4,14,41773#msg-41773 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,41773#msg-41773 Hate the game, not the playa...

Apple's current PE ratio is approx 8.9. Nasdaq average is approx 17.

By that logic APPL should be over $800. If it followed Google's PE it would be in the thousands.

APPL is the single best example of how the so-called "efficient market hypothesis" fails spectacularly. The market thinks *Microsoft* (PE of 16) is twice as likely as Apple to come out with something that is not a steaming turd...

Think about that...

Compelling products? Name one tech company that makes compelling products that hasn't blatantly copied Apple.

The other shoe will drop eventually with a fully developed appleTV and if it does, I would not want to be heavily invested in Xbox, nintendo, or playstation...]]> Tony Leggett Spork Central Thu, 18 Apr 2013 19:52:07 -0400 http://www.macedition.com/forums/read.php?4,14,41764#msg-41764 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,41764#msg-41764
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bahamut
Sounds like we are all in agreement that Apple has no compelling product anymore.

What's your definition of "compelling?" Apple has plenty of products that I buy, and will continue to buy. If you mean that because there has been no new major category of product since the iPad, how can you extrapolate that to mean that there will never be another new category? That same logic would have cashed out of Apple stock right after the iMac.

I don't know that there IS anything compelling coming, but I don't see how you can know that there isn't.

As for the stock price, maybe it is time to cash out if one is tempted to. I'm not going to, but I bought most of my stock pretty low and am in no danger of losing money on it. I do know that many of the people who lost most in the market during the Great Depression were those who chose or were forced to sell after the stocks plummeted. Those who could afford to hold for a longer term did not.]]> John Willoughby Spork Central Thu, 18 Apr 2013 16:08:05 -0400 http://www.macedition.com/forums/read.php?4,14,41763#msg-41763 Re: AAPL.O http://www.macedition.com/forums/read.php?4,14,41763#msg-41763
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Tony Leggett
My late 2008 iMac is a "til death do we part" proposition, so is my late 2009 Macbook.

4Gb of RAM sure ain't what it used to be...

My 2009 iMac and I are soon to be parted by death. Its death, I'm hoping. Trying to decide what to do about it. I have enough that it technically doesn't need replacing. But it sure is convenient having it where it is; if I don't replace it, I'd have to repurpose another Mac that presently is dedicated to music recording and video editing.]]> Jeff Cooper Spork Central Thu, 18 Apr 2013 15:46:12 -0400