AAPL.O

They're buying Nebraska.

Prepare for ethanol-powered Apple devices.

"Siri, [hic] whasss the... the... [hic]... you know, that guy? I love that guy!"

ddt

It's not necessary on iOS devices, but on Android devices.

For those of us who have Apple stock, what is your exit strategy? In one year, I've made a heck of a lot. Wish I'd been in all along and hadn't panicked when I got a margin call back in 2000.

t can see the stock reaching $900 or $1000 but at some point, Apple is just going to get too creaky. Already there are signs of rot for within, not the stuff I've complained about in the old days, but weird design inconsistencies that are riddling OS X, continued failures to launch (AppleTV, Thunderbolt…which must be getting adopted at an even lower rate than USB or FW were, iBooks), etc. One day it will be game over. I guess I should be happy about the money I made, but I'm wondering what to do at that stage. Keep it in and avoid capital gains? Cash it out to be safe and pay big time? Put it in another stock? If so, what? Dilemmas… 

I'm keeping mine for now. The dividends will make it easier to just hang on and watch. But I've only got about 100 shares left. If I had more, I'd be tempted to sell some. Maybe 10% every six months. Just to keep my portfolio from being too heavily weighted towards one stock.

The question is, how much more households are there left to sell new devices to. When I look around, almost everyone I know (and that includes numerous people who swore never to buy or use an Apple device) has bought one or multiple iPods/iPhones/iPads. Macs are tougher sells though, people tend to hang on to Windows.

So, what is Apple's perspective on sustained growth?



Edited 1 time(s). Last edit at 04/04/2012 03:37AM by tliet.

New markets. Penetration in China is still low with a burgeoning middle class. That's one reason Cook was there last week. China will be HUGE.

Maturation of the tablet-as-PC market. Still astronomical growth to be had. As with the iPhone, Apple chips away at resistance with each iteration of the OS. There are many things that PCs still do much better than tablets. The idea is that you saw one of them go down with iPhoto on iOS. I'm eager to see what iOS6 brings - I'm optimistic that it will be huge for iPad-centric homes.

New products. Duh. Easier said than done for most companies, but the inverse is true for Apple. The main reason it'd consider a standalone TV over the set-top box is the potential to hide serious margin into that $1000+ price.

Relevant: Have you read http://tidbits.com/article/12856 ? An awesome breakdown of how Apple prices for long-term customer satisfaction.

Good points Johnny. I was more thinking along the lines of service contracts (to milk out customers) but that article is indeed a very good breakdown of Apple's strategy. Thanks.

DPBD

The domain instaca.sh is still available; http://www.nic.sh/cgi-bin/whois?query=instaca.sh

That domain plus a business plan to give away lots of money should get you a valuation of about a billion, no doubt.

Or payday lending -- man, the regulations around that industry is intentionally lax.

ddt

Below $600 today. Of course there are market jitters again due to Europe, but my hunch is that it's also a sneak sell-off prior to earnings results…

Given the iPad 3, which all accounts say is a big success, and given continuing demand for the iPhone, my sense is that the numbers will beat estimates yet again, giving a rubber band effect and producing instant wealth for the muppet-masters who buy below $580.

That said, we will see, won't we?

But... but... Enderle [sic} said, "the new iPad appears to have serious problems. People have been writing to tell me they are returning theirs." Not that I've heard that anywhere else, and it's, well, Enderle, so it's kind of Opposite Day.

From the always amusing http://aaplinvestors.net/stats/ipad/ipaddeathwatch/

ddt

I've thought about returning mine. It was having troubles connecting with wifi. It seems better now for whatever reason.

It's well known that it's happening http://www.dailymail.co.uk/sciencetech/article-2118391/New-iPad-3-trouble-connecting-wireless-hotspots-say-users.html but there are always teething pains with any Apple problems. Remember the iPhone antenna, etc. etc.

Apple was exchanging New iPads with WiFi problems. Maybe you should take it to an Apple Store, if its problems return.

I will. In fact, I was already at the store for a broken screen on Saturday and was going to do it, but things cleared up.

Man, the rebound is already here. Back over 600.

Well, My iPad apparently arrived at the Brisbane warehouse two hours ago. Tick-tock, tick-tock...

MSNBC: $AAPL $39.2B in revenue, $12.30 EPS
35 million iPhones, 12M iPads, 4M Macs, 7.7M iPods

Honest and naive question -- I keep hearing about "after-hours trading". If you can trade 24hrs/day, doesn't that invalidate the idea of "after hours"?

ddt