rmitz Posted July 20, 2011 Share Posted July 20, 2011 Even after the bounce $315, it looks undervalued at current numbers. What is the market discounting? Its size? Cash position? Steve Jobs' health? Probably a combination. Almost certainly. The main reason I can't accept it as a long term hold is Jobs. I just don't know if he's built a culture that will truly maintain itself after he's gone, and he is pretty necessary at this point. Size is there but they can grow quickly for a while yet. Link to comment Share on other sites More sharing options...
tengen Posted July 27, 2011 Share Posted July 27, 2011 Pricegrabber, an online "deal finder", is reporting results from a survey indicating that 35% of online shoppers are planning to buy an iPhone 5. Some other interesting numbers: 48% prefer iOS (19% Android, 7% Windows, 6% RIM) 69% would most like to receive an iPhone as a gift http://www.pricegrabber.com/about.php/about=press/article=187/ Link to comment Share on other sites More sharing options...
Liberty Posted July 29, 2011 Share Posted July 29, 2011 Looks like Apple has now more cash than the US government: http://www.bbc.co.uk/news/technology-14340470 ;D Link to comment Share on other sites More sharing options...
Carvel46 Posted July 29, 2011 Share Posted July 29, 2011 Apples to oranges comparison. The US Government can print its own currency. (Despite Apple's beautiful products and cult brand, they cannot print their own currency. Different structures.) This is a stupid story...ah, the media. Sad. Link to comment Share on other sites More sharing options...
Liberty Posted July 29, 2011 Share Posted July 29, 2011 Apples to oranges comparison. The US Government can print its own currency. (Despite Apple's beautiful products and cult brand, they cannot print their own currency. Different structures.) This is a stupid story...ah, the media. Sad. Well, duh. I think you're taking this light-hearted comment of mine a bit too seriously. Value investors can have fun too, can't they? Link to comment Share on other sites More sharing options...
Carvel46 Posted July 29, 2011 Share Posted July 29, 2011 Fair enough. ;D I'm just tired of hearing political hyperbole from politicians, the media/newsletter authors and portfolio managers. Link to comment Share on other sites More sharing options...
Liberty Posted July 29, 2011 Share Posted July 29, 2011 Fair enough. ;D I'm just tired of hearing political hyperbole from politicians, the media/newsletter authors and portfolio managers. I hear ya, brother! The sooner the circus ends, the better. Can't wait to be back to a more boring news cycle about white women being missing and celebrities overdosing. Link to comment Share on other sites More sharing options...
Carvel46 Posted July 29, 2011 Share Posted July 29, 2011 That's funny! Jonah Lehrer had a great article on social media that relates to many tech companies, Apple included. There must be some cognitive bias in here somewhere! :-X Why You Just Shared That Baby Video The Internet shows our deep preference for emotional arousal over bare facts http://online.wsj.com/article/SB10001424052702303661904576454342874650316.html (search on google for full article) Link to comment Share on other sites More sharing options...
DCG Posted August 8, 2011 Share Posted August 8, 2011 AAPL is at only 14X current earnings. Link to comment Share on other sites More sharing options...
Liberty Posted August 14, 2011 Share Posted August 14, 2011 Some food for thoughts: http://www.cultofmac.com/ipod-iphone-ipad-why-apple-is-done-inventing-new-devices-2/108753 Link to comment Share on other sites More sharing options...
DCG Posted August 14, 2011 Share Posted August 14, 2011 Some food for thoughts: http://www.cultofmac.com/ipod-iphone-ipad-why-apple-is-done-inventing-new-devices-2/108753 Good article, except for that Apple doesn't really invent products. They didn't invent desktop and laptop computers, they didn't invent mp3 players, they didn't invent cell phones, they didn't invent tablet computers, they didn't invent software to let people record music, organize their photos and edit movies. What they do is make products that work and look better and are easy to use, and they do that better than any company on the planet. Link to comment Share on other sites More sharing options...
Liberty Posted August 14, 2011 Share Posted August 14, 2011 Indeed. I didn't write the article, so it's not my choice of words. But I thought the part about their strategy and why it could be nearing some stable state was insightful. Link to comment Share on other sites More sharing options...
Liberty Posted August 15, 2011 Share Posted August 15, 2011 I'm so pre-ordering this: http://9to5mac.com/2011/08/15/official-steve-jobs-biography-set-for-november-21-release-based-on-forty-interviews/ Isaacson is a great biographer. Link to comment Share on other sites More sharing options...
Liberty Posted August 16, 2011 Share Posted August 16, 2011 This patent stuff is getting ridiculous.. http://www.reuters.com/article/2011/08/16/us-apple-htc-idUSTRE77F38E20110816 Link to comment Share on other sites More sharing options...
Rabbitisrich Posted August 24, 2011 Share Posted August 24, 2011 Steve Jobs handed in his resignation letter. http://finance.yahoo.com/news/Letter-from-Steve-bw-2200607574.html?x=0&.v=1 One of the greatest businessmen of all time. Link to comment Share on other sites More sharing options...
JSArbitrage Posted August 24, 2011 Share Posted August 24, 2011 Awful news. This probably means his health is really bad. As someone who uses a Blackberry and an iPhone 4, I can say that RIM makes good phones, but Steve makes great art. Link to comment Share on other sites More sharing options...
AZ_Value Posted August 24, 2011 Share Posted August 24, 2011 Awful news. This probably means his health is really bad. As someone who uses a Blackberry and an iPhone 4, I can say that RIM makes good phones, but Steve makes great art. Really sad indeed as his health is probably deteriorating again. Link to comment Share on other sites More sharing options...
DCG Posted August 24, 2011 Share Posted August 24, 2011 Very sad. Link to comment Share on other sites More sharing options...
txlaw Posted August 24, 2011 Share Posted August 24, 2011 Sad indeed. Link to comment Share on other sites More sharing options...
Liberty Posted August 24, 2011 Share Posted August 24, 2011 Terrible news :'( Link to comment Share on other sites More sharing options...
DCG Posted August 24, 2011 Share Posted August 24, 2011 Not surprisingly, the stock is down 5% after hours, but the stock has been already discounting in this possibility. Tim Cook has shown he is more than capable of successfully running the company, and the product pipeline is strong for at least the next couple years. Most importantly, I really hope his health is ok and wish him the best. Link to comment Share on other sites More sharing options...
Liberty Posted August 25, 2011 Share Posted August 25, 2011 http://blogs.wsj.com/digits/2011/08/24/steve-jobss-best-quotes/ Link to comment Share on other sites More sharing options...
Liberty Posted September 21, 2011 Share Posted September 21, 2011 http://allthingsd.com/20110921/apple-to-hold-special-event-on-october-4/ iPhone 5 on October 4th, most likely. I'd love iPad 3 too, but that's a lot less likely... Link to comment Share on other sites More sharing options...
DCG Posted September 21, 2011 Share Posted September 21, 2011 http://allthingsd.com/20110921/apple-to-hold-special-event-on-october-4/ iPhone 5 on October 4th, most likely. I'd love iPad 3 too, but that's a lot less likely... Just so it's clear, the announcement event is on oct 4th. The iPhone release date is expected to be in mid oct. Link to comment Share on other sites More sharing options...
Liberty Posted October 4, 2011 Share Posted October 4, 2011 Looks like only iPhone 4S, not iPhone 5.. :-[ Link to comment Share on other sites More sharing options...
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