I guess you don't understand the fundamentals and the difference between that and Apple.
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'Nightline' Looks at Apple's Woes as Stock Declines 20% from All-Time High
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I guess you don't understand the fundamentals and the difference between that and Apple.
merry christmas!
Hope my Christmas bonus comes in time to buy some shares before the eventual upswing.
Hope my Christmas bonus comes in time to buy some shares before the eventual upswing.
$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.
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.
Funny...most of our project/account manager staff are using iPads now as their main device. And the upper management/sales team uses them.
And we're in...wait for it...a real business.
The problem with iDevices is their buyers are generally young and like all young impressionable people they demand glitz and glamour more frequently. And of course they eventually grow up.
Not really. The market for products in Apple's price bracket is pretty much at saturation.
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 about business. 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.
Let me guess, you're one of the people that thinks the only "real professionals" in this world are the ones that need to purchase thousands of dollars worth of software to run on powerful desktop computers, right? That's a very narrow view of what constitutes a "professional." My dentist uses an iPad...doctors use them...all kinds of business professionals. You need to broaden your view of the world.
Not really. Been hearing that for the last 5+ years. China and India aren't even involved yet.
Saturation is hardly even close.
This is not a penny stock. So let's look at the projections, fundamentals, real numbers; now, factor them in, forget about the passionate blind love u feel for the company and u will find that investors are concerned by the decline on market share of some products.
As a company, it is still very healthy, but undoubtedly the iPad mini, the iOS, the PC side of the business and some other minor things need to be revised.
Brains? Aapl now has roughly $128/sh cash and equivalents, and $44+/sh TTM, so good luck finding aapl with a P/E net cash under 2.
the problem is future, not now. current prospect is already built in stock price early this year. apple future is not as bright as it used to be.
But the iPhone is only making more and more money, gaining market share (handsets) especially when markets are saturating (samsung floods markets until they saturate..)
So why are you saying that the iPhone is going to lose market share? based on what?
My company dumped them. iPads were in everyone's hands until around June - people gleefully pecking away. Then all of a sudden... everyone started showing up with their Lenovo's because they figured out they couldn't collaborate with the rest of the world in an MS-Office environment. Plus, it was a pain in the arse to develop and deploy internal company apps.
I said, "duh".
Lot's of talk about the devices, iOS and technology. Hardly what Wall Street is looking at.
I see it in two ways... one, is they want to see the new Apple chief's "wow" us so they can prove they are worthy. The other I believe is plain and simple profit taking. Sales last quarter should not have caused a $100 drop.
Either way... for Wall Street it's all about sales and if Apple can produce this Christmas, the stock will rise again.
I see it in two ways... one, is they want to see the new Apple chief's "wow" us so they can prove they are worthy. The other I believe is plain and simple profit taking. Sales last quarter should not have caused a $100 drop.
Either way... for Wall Street it's all about sales and if Apple can produce this Christmas, the stock will rise again.
PC side of business is in decline...tablets are the future for the majority of individuals and businesses out there. iOS will be 'tweaked' by Ive to be more unique and Apple like.
Companies like Dell and HP will be dinosaurs and possibly out of business in 5 years.
All the iPad mini needs is the Retina screen (and for most that doesn't even matter) and it will destroy the remaining Kindle HD/Google market.
Do we need to be fanboys/sheeps to be here? Do we have to have the same opinion.
I love my Macbook Pro Retina, I love my iPhone, I love my freedom of speech and I hate the kool-aid.
The fact that he doesn't have ur same opinion on whoever or whatever doesn't mean you have to disqualified his opinion or mine.
Can't help it you and your company and it's clients are behind the times. Who uses MS Office anymore. Open office, google doc, etc.
And you can do things on the iPad that transfer to those other docs...can't help it your company can't figure that out.
It's that and the capital gains tax increase that comes at the end of the year. They are selling, and then freaking out the little stock market day traders. After Xmas the hedge funds will buy Apple up in bulk.
You are right but supply seems to be bigger problem! You can't launch a product with 15000 iPhones in India.
Yep, doomed. How will Apple cope with just $70+ billion dollars?
You can't just peak and stay there forever, or at least continue to post "record profits". The only other direction to go is down, even if just marginally. The way the media will play it out is as if Apple are on the brink of bankruptcy.
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The markets in China and India for $800 phones and $300 iPods is not that big. With Apple's share of the smartphone market shrinking, they need to broaden their appeal.