I guess you don't understand the fundamentals and the difference between that and Apple.
would you mind educate me on these fundamentals?
I guess you don't understand the fundamentals and the difference between that and Apple.
You are right but supply seems to be bigger problem! You can't launch a product with 15000 iPhones in India.
That's funny. They only released 2 new products this year...Mac Book Retina and iPad Mini...I guess that's not enough new revenue sources. Then they released the iPad 3 & 4, the iPhone 5, the new iMac and iPod Nano.
You people are absolutely clueless. This company has the strongest fundamentals and product line-up of ANY company in any segment in the world.
But hey...keep bashing it. When their sales are through the roof at XMas...come on back.
Product iterations are not new source of revenues.
iPad Mini could be one, but let's see what happens to revenues and margins. Specially to iPod and iPad 3/4 sales.
And it is true that fundamentals are the strongest, that's why it is trading at that price. It is already considered. Do you actually know anything about valuations or you are just a MacHead?
$AAPL is a great company with solid numbers (amazing cash-flow, no debt, you name it) and is highly innovative (capability to generate new revenue sources).
BUT... a stock value is built in confidence. And (this is only my opinion) Tim Cook has done a very bad job at this. EDIT: Confidence on expected earnings realisation, of course.
I've been hearing the guy at the conferences calls and compared his tone to the one he uses at keynotes. You can totally tell that he is a fake. Jobs was authentic, and he had investors enchanted.
If you use Apple products, you can tell that lately they have got sloppy. And Cook "I'm sorry" letters have shattered the Jobs confidence shield. What Jobs did well was actually NOT accepting his errors. This is the investors' language, talk to any trader and he will never say he is sorry. They will come with a new convincing rationalisation.
As a trader myself, I'm looking for any of the next signals from this company:
1. Current SKUs reduction (Jobs 2x2 MBA matrix).
2. Venturing into new markets (TV's, Watches, anything that uses screens and processors).
3. Removal of Tim Cook as a CEO.
4. Winning the patent war against Samsung.
5. New breakthrough technology.
The two main problems at Apple are:
1. It's losing its differentiation (look at the margins).
2. Not creating new revenue sources.
Maybe they should make another model?
If nothing else, I'd suggest one thing they need to sort out in the old UI for iOS products.
Even the latest iPad4 and Mini and basically using the exact same old dead icon grid that the very 1st iPhone launched with.
The Microsoft Surface with it's life titles giving you information without having to run programs is just showing how out of date Apple's UI is even more.
It must be nice to be one of these moron stock analysts...throw out all of these bogus predictions and getting paid pretty well at the same time. I think Apple has plateaued somewhat, they need some fresh new products and designs next year, hopefully with Sir Ive at the healm, this will happen.
You answered your own question. They might be seeing stagnation and want to sell. The stock market is full or sharks. Everybody wants to be the first one out, not to baghold. Its like a game of hot potato or musical chairs in a sense.More fear mongering to artificially bring down the stock price. What the press and Wall Street are doing to Apple's stock price should be illegal. It's really not fair. Why do we all of a sudden expect them to put out a groundbreaking new product category every 6 months? They never have operated like that and they never will. No company can.
I think the main problem here is that people are bored. Tech pundits, Wall Street, etc. think everything is a yawn now--and they say that mostly to generate clicks. Throw Apple in the title, and that's probably triple the clicks you would normally get. Is Google innovating at every turn? Nope. Android is in refinement stages too. The biggest innovation we've seen lately is actually Windows Phone, and even that is still just holding a glass rectangle, launching apps by clicking an icon, etc.
Maybe nobody has come out with the next big thing yet because the next big thing is not necessary. Maybe we have what we need right now: Information at our fingertips at all times, super fast internet speeds on the go, phones that can control our houses and cars, tablets and computers that are razor thin and light as a feather, etc. Is Google Glass the next big thing? Some think so. I see it more as another way for Google to stick annoying ads in front of my face, but that's just my opinion. After that--what else do we have?
Ugh--I don't know why people expect Apple to innovate at an unrealistic pace. They're being held to a standard that they weren't even held to when Jobs was in charge. I don't understand.
"A juicy red Apple is nice, but, not every Apple is red."
Apple are still shining, they just need to polish up their product line somewhat. The previous minor updates have been fine and yes their product line is fine but I'm guessing from a stock market perspective they need to come up with something that's a little more revolutionary than merely just a "bigger iPhone" and a "smaller iPad".
Tell me what 'fresh' products you think they should have. Only thing I can think of is the TV...because right now...they've got everything else covered.
iPod/iTunes changed music forever
iPhone changed mobile forever
iPad changed PCs forever
I was pretty impressed by Apple's hardware advancements this year.
Not so much with the software.