Guest valueInv Posted April 26, 2012 Share Posted April 26, 2012 Now, thats a moat!! http://www.pcmag.com/article2/0,2817,2403623,00.asp Link to comment Share on other sites More sharing options...
Guest valueInv Posted May 3, 2012 Share Posted May 3, 2012 Apple likely regaining marketshare in the US: http://www.businessinsider.com/apples-us-smartphone-marketshare-versus-android-for-q1-2012-5 http://www.appleinsider.com/articles/12/05/03/kindle_fire_shipments_drop_sharply_as_apples_ipad_takes_68_tablet_share.html What is particularly interesting about the smartphone marketshare is that it is the second quarter for the iPhone 4S - a quarter where there is a sharp fall off in sales. Link to comment Share on other sites More sharing options...
Guest valueInv Posted May 24, 2012 Share Posted May 24, 2012 Great interview with Jony Ive. Explains some of Apple's magic: http://www.telegraph.co.uk/technology/apple/9283486/Jonathan-Ive-interview-Apples-design-genius-is-British-to-the-core.html Link to comment Share on other sites More sharing options...
Liberty Posted June 1, 2012 Share Posted June 1, 2012 Wow http://www.theatlantic.com/technology/archive/2012/05/wow-apple-turns-over-its-inventory-once-every-5-days/257915/ Guess they really don't want a big supply chain disruption, though.. Link to comment Share on other sites More sharing options...
brker_guy Posted June 1, 2012 Share Posted June 1, 2012 Great interview with Tim Cook: http://allthingsd.com/20120529/live-apple-ceo-tim-cooks-first-time-in-the-hot-seat-at-d/ Link to comment Share on other sites More sharing options...
Grenville Posted June 1, 2012 Share Posted June 1, 2012 Great interview with Tim Cook: http://allthingsd.com/20120529/live-apple-ceo-tim-cooks-first-time-in-the-hot-seat-at-d/ Thanks! Link to comment Share on other sites More sharing options...
beerbaron Posted June 1, 2012 Share Posted June 1, 2012 Wow http://www.theatlantic.com/technology/archive/2012/05/wow-apple-turns-over-its-inventory-once-every-5-days/257915/ Guess they really don't want a big supply chain disruption, though.. The guys is probably calculating the turnover with the software, music, services, etc.. BeerBaron Link to comment Share on other sites More sharing options...
Liberty Posted June 11, 2012 Share Posted June 11, 2012 Tons of really nice stuff announced by Apple. Nothing that will shock the market, but a lot of things that will keep Apple ahead of competitors. The new Macbook Pros certainly seem like the best laptops on the market right now, and iOS 6 seems like the best mobile OS. http://www.apple.com/macbook-pro/ Link to comment Share on other sites More sharing options...
racemize Posted June 11, 2012 Share Posted June 11, 2012 Tons of really nice stuff announced by Apple. Nothing that will shock the market, but a lot of things that will keep Apple ahead of competitors. The new Macbook Pros certainly seem like the best laptops on the market right now, and iOS 6 seems like the best mobile OS. http://www.apple.com/macbook-pro/ that macbook pro looks pretty great, I have to say. If only I didn't want to buy a bunch of stocks at the same time... Link to comment Share on other sites More sharing options...
bargainman Posted June 12, 2012 Share Posted June 12, 2012 Looks like they got rid of their 17" Macbook Pro option... Link to comment Share on other sites More sharing options...
tradevestor Posted June 12, 2012 Share Posted June 12, 2012 http://www.zdnet.com/blog/cell-phones/android-ics-already-offers-more-than-what-is-coming-in-ios-6/7769 Summary: It looks like Apple’s days of blowing people away with new features and functions has cooled now that solid platforms like Ice Cream Sandwich and Windows Phone exist. Link to comment Share on other sites More sharing options...
DCG Posted June 12, 2012 Share Posted June 12, 2012 http://www.zdnet.com/blog/cell-phones/android-ics-already-offers-more-than-what-is-coming-in-ios-6/7769 Summary: It looks like Apple’s days of blowing people away with new features and functions has cooled now that solid platforms like Ice Cream Sandwich and Windows Phone exist. Regarding Android's turn-by-turn directions - while Android has had this for a long time, when I had an Android phone, the GPS directions often told me my location was in the middle of NY state (I live in Vermont) and frequently told me to turn down non-existing roads. I'm hoping Apple's turn-by-turn directions are better than this. Link to comment Share on other sites More sharing options...
Liberty Posted June 13, 2012 Share Posted June 13, 2012 Not very consequential, but it looks like Ping is going the way of the dodo. Not surprising, as I've never heard of anyone using it. http://allthingsd.com/20120612/apples-ping-to-end-with-a-thud-in-next-release-of-itunes/ Link to comment Share on other sites More sharing options...
Guest valueInv Posted June 27, 2012 Share Posted June 27, 2012 Big win for Apple in the courts: http://gigaom.com/apple/apple-wins-preliminary-injunction-on-u-s-sales-of-samsung-galaxy-tab-10-1/ Link to comment Share on other sites More sharing options...
Guest valueInv Posted June 30, 2012 Share Posted June 30, 2012 2nd big win for Aapl: http://www.reuters.com/article/2012/06/29/us-apple-samsung-idUSBRE85S1J320120629 Link to comment Share on other sites More sharing options...
Liberty Posted July 24, 2012 Share Posted July 24, 2012 http://www.apple.com/pr/library/2012/07/24Apple-Reports-Third-Quarter-Results.html Another excellent quarter, as usual. CUPERTINO, California—July 24, 2012—Apple® today announced financial results for its fiscal 2012 third quarter ended June 30, 2012. The Company posted quarterly revenue of $35.0 billion and quarterly net profit of $8.8 billion, or $9.32 per diluted share. These results compare to revenue of $28.6 billion and net profit of $7.3 billion, or $7.79 per diluted share, in the year-ago quarter. Gross margin was 42.8 percent compared to 41.7 percent in the year-ago quarter. International sales accounted for 62 percent of the quarter’s revenue. The Company sold 26.0 million iPhones in the quarter, representing 28 percent unit growth over the year-ago quarter. Apple sold 17.0 million iPads during the quarter, an 84 percent unit increase over the year-ago quarter. The Company sold 4.0 million Macs during the quarter, a two percent unit increase over the year-ago quarter. Apple sold 6.8 million iPods, a 10 percent unit decline from the year-ago quarter. Apple’s Board of Directors has declared a cash dividend of $2.65 per share of the Company’s common stock. The dividend is payable on August 16, 2012, to stockholders of record as of the close of business on August 13, 2012. “We’re thrilled with record sales of 17 million iPads in the June quarter,” said Tim Cook, Apple’s CEO. “We’ve also just updated the entire MacBook line, will release Mountain Lion tomorrow and will be launching iOS 6 this Fall. We are also really looking forward to the amazing new products we’ve got in the pipeline.” “We’re continuing to invest in the growth of our business and are pleased to be declaring a dividend of $2.65 per share today,” said Peter Oppenheimer, Apple’s CFO. “Looking ahead to the fourth fiscal quarter, we expect revenue of about $34 billion and diluted earnings per share of about $7.65.” Link to comment Share on other sites More sharing options...
tombgrt Posted July 24, 2012 Share Posted July 24, 2012 Not sure if posted already but thought it was a good read: http://www.obermeyerasset.com/images/uploads/2012_March_Commentary_1.pdf Basically my view on AAPL and a lot of other companies. Link to comment Share on other sites More sharing options...
zarley Posted July 24, 2012 Share Posted July 24, 2012 Not sure if posted already but thought it was a good read: http://www.obermeyerasset.com/images/uploads/2012_March_Commentary_1.pdf Basically my view on AAPL and a lot of other companies. That's an excellent and succinct argument for not holding AAPL. Thanks for sharing. Link to comment Share on other sites More sharing options...
JAllen Posted July 24, 2012 Share Posted July 24, 2012 Not sure if posted already but thought it was a good read: http://www.obermeyerasset.com/images/uploads/2012_March_Commentary_1.pdf Basically my view on AAPL and a lot of other companies. I didn't find anything specifically about Apple's products and how there was something better than the iPhone/iPad out there in that article! It was full of the usual mumbo-jumbo about Apple's size, comparisons to other large companies, and how all other tech companies have reached their zenith. People seem to be totally close-minded to an unprecedentedly large and growing company which is Apple. Of course Apple's reign will end, but there's very little evidence of that occurring in the near-medium term. You actually could have predicted RIM's demise in 2008 after the iPhone came out. I can remember the first time I ever played with an iPhone; I was giddy with amazement at being able to surf the internet with something the size of my hand and immediately wanted one. If there's something that's clearly better than the iPhone out there like the iPhone was to the Blackberry in 2008 (a year after it was out and you could clearly see the popularity of the iPhone) please let me know. So far, the only thing I see is many people with products nearly as good as the iPhone and iPad but not as good - primarily because of the multiple product ecosystem/stickiness and fairly large lead with third-party apps I believe Apple has. Why is it so hard to believe that yes, Apple is an enormous company that has products that benefit nearly all middle-class people, only a few people have them, and can therefore grow rapidly for a while longer? Link to comment Share on other sites More sharing options...
tombgrt Posted July 24, 2012 Share Posted July 24, 2012 You are missing the point completely. It's about 'not knowing' and how it doesn't justify an investment for them (and myself) because of that. Link to comment Share on other sites More sharing options...
tombgrt Posted July 24, 2012 Share Posted July 24, 2012 Why would you take the bet that they will defy history? You can most likely get the same returns with companies that aren't subject to these kind of unknowns. Oh and yes, I've actually heard plenty of people say that Samsung's galaxy S3 is much better than the latest Iphone. I've also noticed that smartphones from competitors are becoming increasingly higher quality for much much lower prices than anything that Apple sells. The difference is slinking month after month. Hell, I've heard people complaining about Apple's ecosystem (Itunes!). I'm not saying Apple won't grow (both in revenue as profits) but am just trying to explain how natural market forces will sooner or later strike a big dent in Apple's smartphone/tablet market shares, margins, ... and that we could even see the first signs of it already today. Hindsight is too easy. To be absolutely clear: I'm neither bearish or bullish on AAPL, I just don't know. Link to comment Share on other sites More sharing options...
Guest valueInv Posted July 25, 2012 Share Posted July 25, 2012 Not sure if posted already but thought it was a good read: http://www.obermeyerasset.com/images/uploads/2012_March_Commentary_1.pdf Basically my view on AAPL and a lot of other companies. I didn't find anything specifically about Apple's products and how there was something better than the iPhone/iPad out there in that article! It was full of the usual mumbo-jumbo about Apple's size, comparisons to other large companies, and how all other tech companies have reached their zenith. People seem to be totally close-minded to an unprecedentedly large and growing company which is Apple. Of course Apple's reign will end, but there's very little evidence of that occurring in the near-medium term. You actually could have predicted RIM's demise in 2008 after the iPhone came out. I can remember the first time I ever played with an iPhone; I was giddy with amazement at being able to surf the internet with something the size of my hand and immediately wanted one. If there's something that's clearly better than the iPhone out there like the iPhone was to the Blackberry in 2008 (a year after it was out and you could clearly see the popularity of the iPhone) please let me know. So far, the only thing I see is many people with products nearly as good as the iPhone and iPad but not as good - primarily because of the multiple product ecosystem/stickiness and fairly large lead with third-party apps I believe Apple has. Why is it so hard to believe that yes, Apple is an enormous company that has products that benefit nearly all middle-class people, only a few people have them, and can therefore grow rapidly for a while longer? +1. Because it makes so much sense that a company with less than 10% share in the worldwide phone market will stop growing tomorrow. ;) Because when competitors catch up a tech product, margins get squeezed. Like how it happened with the iPod and the Mac. Like how Google's margins got squeezed when Bing caught up with it. ;) Because it is unfathomable that Apple could successfully enter new markets now that Jobs is dead and all of Apple's engineers are sitting around in Cupertino drinking tea. ;) Link to comment Share on other sites More sharing options...
tombgrt Posted July 25, 2012 Share Posted July 25, 2012 Are you guys doing this on purpose? ??? Unpredictable future, even if very reasonable chance of succeeding in next 5-10 years -> doesn't justify an investment. The end. Link to comment Share on other sites More sharing options...
JAllen Posted July 25, 2012 Share Posted July 25, 2012 Are you guys doing this on purpose? ??? Unpredictable future, even if very reasonable chance of succeeding in next 5-10 years -> doesn't justify an investment. The end. My time horizon isn't 10+ years like Buffett's is. I'm not managing $250B and don't have $20B flowing to me each year. I constantly look for evidence that Apple's moat has been crossed. It's absolutely inevitable; I just don't see any evidence for it yet. In 2008, there was ample evidence that RIM's had been crossed, and perhaps a hole had been drilled in the castle. I don't see it with Apple yet. And yes, my girlfriend bought an Android (Nexus S I believe) - it cost less and she got a $30/month plan. We'll see, and I love the discussion! Link to comment Share on other sites More sharing options...
JAllen Posted July 25, 2012 Share Posted July 25, 2012 Why would you take the bet that they will defy history? You can most likely get the same returns with companies that aren't subject to these kind of unknowns. Oh and yes, I've actually heard plenty of people say that Samsung's galaxy S3 is much better than the latest Iphone. I've also noticed that smartphones from competitors are becoming increasingly higher quality for much much lower prices than anything that Apple sells. The difference is slinking month after month. Hell, I've heard people complaining about Apple's ecosystem (Itunes!). I'm not saying Apple won't grow (both in revenue as profits) but am just trying to explain how natural market forces will sooner or later strike a big dent in Apple's smartphone/tablet market shares, margins, ... and that we could even see the first signs of it already today. Hindsight is too easy. To be absolutely clear: I'm neither bearish or bullish on AAPL, I just don't know. iTunes is very horrible software, agreed. It's also an increasingly smaller and unimportant part of the ecosystem. Link to comment Share on other sites More sharing options...
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