Well, $300 billion in shareholder value has been destroyed in less than a year.
Can you blame them?
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Apple Stock Price Hits Lowest Levels Since 2011, Falls Below $400
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Well, $300 billion in shareholder value has been destroyed in less than a year.
Can you blame them?
"Apple's idiot tax helped it generate five times more profits from operations than the five biggest PC players combined in Q4, according to beancounter Asymco."
This is from the article you mentioned. People still are not happy that people are willing to pay a premium price for quality. And find any way possible to downplay this. Props to Apple who can sell less numbers (in the desktop/notebook market) but still make more profits.
A premium for what quality?
You need to spend some time in the various product forums on the
many Apple related sites and at Apple itself. Premium, yeah.
The premium (initial cost). But cost over time is actually very good as we all know. And the quality is there. If you head over to various non Apple PC forums you'll see even more complaining about the quality of the non-Apple products.
Most of the vocal people are ones with issues. People are much more willing to be vocal to complain about an issue product and a lot less willing to be vocal to show their love for a product that just works. So my initial point still stands. We agree to disagree here I think.
Biggest problem is lack of screen size choice with iPhone, and way too stubborn to do anything about it. I left iOS for Galaxy Note and will not consider anything smaller than 5" at this point, and I am not alone. They were too late with 4" and look like they will stick with 4" for another 18 months, big mistake!
Every other Apple product has two sizes to choose from, the lack of an iPhone max is killing them. Offer a choice and they will do much better.
I don't think Apple is doomed, the market was unrealistic to drive it from 375 to 700 after Steve's death when it was already the most valuable company in the world. 400-500 is where I believe Apple should be assuming they can keep the current revenue/profit range. Apple has way more money than Nokia/Rimm's of the world at their peaks, but for fans like us anything less than the #1 spot is a huge disappointment.
Every other Apple product has two sizes to choose from, the lack of an iPhone max is killing them. Offer a choice and they will do much better.
I don't think Apple is doomed, the market was unrealistic to drive it from 375 to 700 after Steve's death when it was already the most valuable company in the world. 400-500 is where I believe Apple should be assuming they can keep the current revenue/profit range. Apple has way more money than Nokia/Rimm's of the world at their peaks, but for fans like us anything less than the #1 spot is a huge disappointment.
Who would have thought that a company that gained fame for its designs would put out essentially the same looking product for 3 years running (4 years by the time the iPhone 6 comes out).
I still can't believe that Apple stock has lost more value than what Microsoft is worth as a whole. Cook is pathetic...but I hope he makes me eat my words some day.
S
syd430
Guest
Or you could just not comment on topics you don't understand. The "inflated expectations" were already priced in to the stock, that's the point. Also, sell-side analysts do not buy significant quantities of stock nor do they influence it very much with their ratings.
Perceived value. Keep that in mind.
The "iPhone bubble" was bound to burst at some point. Some could say that this is a more realistic valuation -- regardless, everything runs in cycles. The stock is liable to return if they innovate again and enter a new market, or if they make it more favorable for investors.
The sky is not falling; perceptions are simply changing.
The "iPhone bubble" was bound to burst at some point. Some could say that this is a more realistic valuation -- regardless, everything runs in cycles. The stock is liable to return if they innovate again and enter a new market, or if they make it more favorable for investors.
The sky is not falling; perceptions are simply changing.
Wow if only Cook and Ive were smart enough to change the aesthetic of the iPhone we'd have $270B back market value.
Lets see...the Galaxy S4 looks just like the S3 which looks just like the Note 2.
And then of course we have the Nokia N9, Lumia 800 and 920....all so radically different, aren't they?
The way I look at it is when a company thinks they have a good design they don't go changing it just for the sake of changing it. One of Dieter Rams principles of good design is that its long lasting:
Good Design Is Long-lasting : It avoids being fashionable and therefore never appears antiquated. Unlike fashionable design, it lasts many years even in todays throwaway society.
I can understand why people might think this is bad news if they bought at $700. But I bought it at under $200 and some more at $370. Sucks that I lost all those gains, but then again, I look at this as an *investment*. I had to wait 3 years for the $200 to get to $700.
When it was $700, I was wishing I could have bought more at $370, or even $400. Well, it's $400 now and for the life of me, I can't describe how it's any worse a company now than it was 7 months ago. Media sentiment may have changed, but the business is still solid. 99% of my friends still use iPhones. I'd like a bigger screen, but I own an Apple TV, a Macbook Air, and an iPad. I fully intend to get an iPad Mini when it gets a Retina screen. So what's my motivation for switching to Samsung? Just for 1"? I'm not that shallow.
While it's possible that Apple has nothing in the pipelines and revenue will shrink by 5% a year for the next 10 years (that's how it's currently priced), I highly doubt it. Isn't this what investing is about? Buying when everyone else thinks it's a pile of crap?
Not sure I understand why everyone thinks it's such crap, so I'm going to look at it as a sale. A huge sale. I don't need the money anytime soon, and in the meantime, I collect a decent check every 3 months, (which gets re-invested back in Apple). With some patience, and a little luck, I'll be retired in the next 5 years.
I put my money where my mouth is and bought more today at $401. If it falls to $385, I'll accumulate more.
When it was $700, I was wishing I could have bought more at $370, or even $400. Well, it's $400 now and for the life of me, I can't describe how it's any worse a company now than it was 7 months ago. Media sentiment may have changed, but the business is still solid. 99% of my friends still use iPhones. I'd like a bigger screen, but I own an Apple TV, a Macbook Air, and an iPad. I fully intend to get an iPad Mini when it gets a Retina screen. So what's my motivation for switching to Samsung? Just for 1"? I'm not that shallow.
While it's possible that Apple has nothing in the pipelines and revenue will shrink by 5% a year for the next 10 years (that's how it's currently priced), I highly doubt it. Isn't this what investing is about? Buying when everyone else thinks it's a pile of crap?
Not sure I understand why everyone thinks it's such crap, so I'm going to look at it as a sale. A huge sale. I don't need the money anytime soon, and in the meantime, I collect a decent check every 3 months, (which gets re-invested back in Apple). With some patience, and a little luck, I'll be retired in the next 5 years.
I put my money where my mouth is and bought more today at $401. If it falls to $385, I'll accumulate more.
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The reason is simple. iOS is designed to be "pixel perfect" just for one 3.5" screen size. The 4" iPhone is a band-aid version of it.
I don't think anybody really could be. I still think that we'll need many more years to get a proper perspective on Cook's impact on Apple. His reign, beginning only a year and a half ago, happened to coincide with a relative lull in product releases. (And no, he is not the cause of the lull, so immediately)
iOS is mature or stale or both, depending on who you ask. But that could hardly be attributed to Cook. OS X, on version 8, is very mature and polished and hasn't seen a major feature/UI shakeup since Leopard (2007). Macs are as polished as ever (LOVE my rMBP) but personal computers are steadily shrinking in significance.
I think 2013/2014 will see significant changes in iOS - much more than 2011/2012. The successor to OS X will probably coincide with a major UI paradigm shift (e.g. touch, voice, motion, complementing cursor and keyboard). Honestly, 2015 is my guess for that seismic shift. In any case, judging Cook on an 18-month stretch is premature for a 35 year old company like Apple.
Apple needs to take a risk. Thinner is not innovative when everything is already thin. If all Apple has planned for this year is thinner iPads/iPhones a speed bumped iMac, and a more miniature Mini, then their stock has a lot further to drop.
How some new innovations in iOS? I remember when each version of OS X was exciting for all the new features, both visible and under the hood. Why couldn't Apple create the same excitement for iOS?
Some focus on creative professionals could help ignite the interest in Apple computers. It may be a small market, but the pros have a disproportionate influence on others relative to their marketshare, and many pro-app features end up trickling down into consumer apps.
Note to Apple Board of directors: Cook is a tool. He's great at managing the supply chain (supposedly, although the thinner iMac supply issues say otherwise) which means he is averse to risk and plays not to lose. He's not the right guy to lead a company founded upon innovation.
How some new innovations in iOS? I remember when each version of OS X was exciting for all the new features, both visible and under the hood. Why couldn't Apple create the same excitement for iOS?
Some focus on creative professionals could help ignite the interest in Apple computers. It may be a small market, but the pros have a disproportionate influence on others relative to their marketshare, and many pro-app features end up trickling down into consumer apps.
Note to Apple Board of directors: Cook is a tool. He's great at managing the supply chain (supposedly, although the thinner iMac supply issues say otherwise) which means he is averse to risk and plays not to lose. He's not the right guy to lead a company founded upon innovation.
You don't buy stock on what they are doing now, you buy because of what you/analyst think will happen in the future.
Who will hang the "analysts" and media-crooks who said AAPL would reach 1000$???!
At the same time, together with Tim Cook and other executives, they were selling their own shares at 600-700$, knowing the Company has already given all its juice.
All that now remains are rotten fruits.
Good time to sell still !
At the same time, together with Tim Cook and other executives, they were selling their own shares at 600-700$, knowing the Company has already given all its juice.
All that now remains are rotten fruits.
Good time to sell still !
i chuckled a bit when i read how somebody is manipulating apple stocks. Get serious.
Face it, apple became a victim of its own innovative past. They started throwing out great and innovative products like the ipod, iphone, ipad and the whole world was "WOW!" and of course sales went up, stocks went up, fanboys went up and now after two years apple hasn't really done anything that would make people go yet again "WOW!" and that's the whole problem. Stock prices are always based on speculations what will happen to a company in the future, and NOT in present. Yes, apple may have record sales at the moment, but currently, based on apple products in the last two years, nobody can see any revolutionary product from them in the future. All apple did for the last 2 years was make their products thinner and more expensive. No new "WOW" products, no new "WOW" software features (dont start with that passbook lol), there isnt a sign of any new "WOW" product except for the iWatch (no comment needed on that) and that so called iTV.
face it - stock market expects more from apple than they expect from Samsung, HTC, Nokia etc. They expect them to lead the innovation of these products and not catch up to them and since all that apples been doing in the last year is catching up and bashing competition via Mr.Schiller - well the result is pretty damn obvious now is it?
Face it, apple became a victim of its own innovative past. They started throwing out great and innovative products like the ipod, iphone, ipad and the whole world was "WOW!" and of course sales went up, stocks went up, fanboys went up and now after two years apple hasn't really done anything that would make people go yet again "WOW!" and that's the whole problem. Stock prices are always based on speculations what will happen to a company in the future, and NOT in present. Yes, apple may have record sales at the moment, but currently, based on apple products in the last two years, nobody can see any revolutionary product from them in the future. All apple did for the last 2 years was make their products thinner and more expensive. No new "WOW" products, no new "WOW" software features (dont start with that passbook lol), there isnt a sign of any new "WOW" product except for the iWatch (no comment needed on that) and that so called iTV.
face it - stock market expects more from apple than they expect from Samsung, HTC, Nokia etc. They expect them to lead the innovation of these products and not catch up to them and since all that apples been doing in the last year is catching up and bashing competition via Mr.Schiller - well the result is pretty damn obvious now is it?
