AAPL - Apple Inc.

[Palantir]

iOS 7 is not a revolutionary step, so to suggest it is kind of a straw man. But the OS hasn't really changed since 2007, and it does need a refresh, it doesn't need to be revolutionary, just look a little more modern.

[Guest valueInv]

Sweet day  :)

[texual]

Prob sold prematurely. I regretted it since I had owned the stock for so many years and felt like a dope. But between that time I bought a ton of Bank of America!!!

[Liberty]

Apple Acquires Swedish Firm AlgoTrim, A Company That Does Mobile Media And Data Compression

 

http://techcrunch.com/2013/08/28/apple-reportedly-acquires-swedish-firm-algotrim-a-company-that-does-mobile-media-and-data-compression/

[Viking]

One way to make a great investment is to find an industry that is just in its infancy, with alot of growth ahead of it. Then find the leaders and buy them when they are out of favour. And then just sit back and let time compound the value of your investment.

 

I think all investors dream of buying companies like Ford, IBM, HP etc just as their industries were getting started and they had decades of growth ahead of them.

 

Here is the latest post by Toni Ahonen: Why is Everybody Obsessing About Mobile Now? From Starbucks to Tesco, from Visa to Budweiser Beer http://communities-dominate.blogs.com/brands/2013/08/why.html

 

Who is the best positioned company today to benefit from the continues explosion of 'mobile'? Apple. The best part is the company is hated (not as much at $500/share as when it was trading at $400/share). The stock trades at a low PE of a little over 12 (giving them NO credit for $120 billion in net cash). A lot needs to go wrong to justify its current price. If a few things actually go right then earnings will, once again, grow and the stock price will jump. Today, people cannot see the forest for the trees.

 

Mobile is growing so fast and I see so many great opportunites for Apple. The next couple of years are going to be great fun.

[txlaw]

New Woz interview:

http://news.cnet.com/8301-17852_3-57600499-71/woz-apple-may-have-to-build-a-non-iphone-phone/

 

And notable news of Android VP going to Xiaomi:

http://news.cnet.com/8301-1023_3-57600545-93/google-loses-android-vp-to-chinese-firm/

[txlaw]

Interestingly, the CEO of Xiaomi thinks the company should be compared to AMZN rather than AAPL. 

 

Because of the business model.

[Guest wellmont]

here his how the guys at sequoia see goog/aapl investment opportunity.

 

David Poppe:

Apple — not to say we would or we would not.

Because it is probably not smart for us to talk about

what we might or might not do a research project on,

and you never know. But Apple’s is a hit-driven

products business and we probably would have a

hard time getting comfortable that there will always

be hits in the pipeline. So if I think about Google, I

have a pretty good feeling that we are all going to be

doing search in five years. I do not have a good

feeling what phones are going to look like in five

years. When are we going to start teleporting? I do

not know. Apple really has a lot of pressure to have

one hit product after another after another. So it

would be a little bit harder for us to analyze is all I

am saying. Not to say we would not do it but it

would be hard for us.

[Guest valueInv]

here his how the guys are sequoia see goog/aapl investment opportunity.

 

David Poppe:

Apple — not to say we would or we would not.

Because it is probably not smart for us to talk about

what we might or might not do a research project on,

and you never know. But Apple’s is a hit-driven

products business and we probably would have a

hard time getting comfortable that there will always

be hits in the pipeline. So if I think about Google, I

have a pretty good feeling that we are all going to be

doing search in five years. I do not have a good

feeling what phones are going to look like in five

years. When are we going to start teleporting? I do

not know. Apple really has a lot of pressure to have

one hit product after another after another. So it

would be a little bit

harder for us to analyze is all I

am saying. Not to say we would not do it but it

would be hard for us.

 

Steven Speilberg is a "hits driven" director too.

[txlaw]

More on Xiaomi from the Verge:

http://www.theverge.com/2013/8/29/4672668/what-is-xiaomi-china-smartphone-hugo-barra-android

[Liberty]

Apple Confirms iPhone Trade-In Program Launching Today at U.S. Retail Stores

 

http://www.macrumors.com/2013/08/30/apple-confirms-iphone-trade-in-program-launching-today-at-u-s-retail-stores/

 

Not a bad idea at all. Reduces friction in the upgrade cycle, and they can refurbish the phones they get for resale in developing countries.

[Guest valueInv]

Apple Confirms iPhone Trade-In Program Launching Today at U.S. Retail Stores

 

http://www.macrumors.com/2013/08/30/apple-confirms-iphone-trade-in-program-launching-today-at-u-s-retail-stores/

 

Not a bad idea at all. Reduces friction in the upgrade cycle, and they can refurbish the phones they get for resale in developing countries.

 

It's probably quite lucrative. I wouldn't be surprised if the margins are good. Plus, it gives the ability to sell refurbished phones for low cost in emerging markets.

[treehugger]

iOS 7 is not a revolutionary step, so to suggest it is kind of a straw man. But the OS hasn't really changed since 2007, and it does need a refresh, it doesn't need to be revolutionary, just look a little more modern.

 

Maybe change to company vision? Why be revolutionary when cheaper to be evolutionary..

 

Apple is sacrificing innovation on the altar of shareholder value:

 

http://www.theglobeandmail.com/report-on-business/apple-is-sacrificing-innovation-on-the-altar-of-shareholder-value/article14056389/

[Guest valueInv]

iOS 7 is not a revolutionary step, so to suggest it is kind of a straw man. But the OS hasn't really changed since 2007, and it does need a refresh, it doesn't need to be revolutionary, just look a little more modern.

 

Maybe change to company vision? Why be revolutionary when cheaper to be evolutionary..

 

Apple is sacrificing innovation on the altar of shareholder value:

 

http://www.theglobeandmail.com/report-on-business/apple-is-sacrificing-innovation-on-the-altar-of-shareholder-value/article14056389/

What a BS article! They themselves put data out showing it took 6 years from the iPod to the iPhone and then three years from the iPhone to the iPad.

It is now about 3 years since the iPad was released. In other words, there is nothing indicating that Apple has been slow to enter new product categories.

 

Apple has always made evolutionary improvements to its products. Go back and look at how the iPod and the Mac have evolved. Even the iPhone borrows a lot of its design from desktops. And there is a reason for this. If you change your product too much, you confuse users and lose customers; you present them with a huge learning curve. Not a good idea when your value proposition is ease of use.

 

MSFT forgot that an tried to be revolutionary. And that explains a lot of problems with Windows 8:

 

http://www.ijailbreak.com/news/chris-pirillo-father-windows-8-video/

[Palantir]

Maybe change to company vision? Why be revolutionary when cheaper to be evolutionary..

 

Apple is sacrificing innovation on the altar of shareholder value:

 

http://www.theglobeandmail.com/report-on-business/apple-is-sacrificing-innovation-on-the-altar-of-shareholder-value/article14056389/

 

But why be revolutionary for revolutionary's sake? The goal is to produce a good product, not to be "revolutionary" or "innovative".

[Palantir]

These look really nice. (Note to self: buy more AAPL if it hits 400).

 

http://bgr.com/2013/09/02/iphone-5c-photos-packaging-leak/

 

 

[txlaw]

Enjoy. ;D

 

[Viking]

Samsung has earned a reputation over the years of being very good at copying others ideas and over time dominating. Samsung had a wonderful opportunity in 2013 to show that they were in Apple's league in developing new products and categories. I think it is safe to say that they have missed their opportunity for this year at least.

 

The S4 launch earlier this year was not well received (showed poor taste) and sales of the device have disappointed. Early reviews for the Galaxy Gear are not great; my guess is the reviews will get worse (as eveyone piles on). Samsung is learning that leading is a lot harder than playing underdog.

 

Galaxy Gear video: Samsung's smartwatch awkwardly unveiled http://tech.fortune.cnn.com/tag/apple/

 

The ball is now back in Apple's court. They gave Samsung a gift by not launching (almost) any new hardware products since Oct 2012. Beginning Sept 10 we will see if Apple is ready to re-assert itself as the clear leader in mobile.

[Guest valueInv]

Samsung has earned a reputation over the years of being very good at copying others ideas and over time dominating. Samsung had a wonderful opportunity in 2013 to show that they were in Apple's league in developing new products and categories. I think it is safe to say that they have missed their opportunity for this year at least.

 

The S4 launch earlier this year was not well received (showed poor taste) and sales of the device have disappointed. Early reviews for the Galaxy Gear are not great; my guess is the reviews will get worse (as eveyone piles on). Samsung is learning that leading is a lot harder than playing underdog.

 

Galaxy Gear video: Samsung's smartwatch awkwardly unveiled http://tech.fortune.cnn.com/tag/apple/

 

The ball is now back in Apple's court. They gave Samsung a gift by not launching (almost) any new hardware products since Oct 2012. Beginning Sept 10 we will see if Apple is ready to re-assert itself as the clear leader in mobile.

 

This is the point people have missed. How can competitors who have built around copying Apple out innovate it? People don't have a fundamental understanding of innovation. Innovation is not simply adding features, it is improving lives.

 

Apple is not behind, everyone is still looking to them to determine what to copy.

[Guest wellmont]

Samsung should be outraged that apple plans to outright copy their insanely successful phablet concept. "copied in Cupertino"? :)

[Parsad]

Samsung has earned a reputation over the years of being very good at copying others ideas and over time dominating. Samsung had a wonderful opportunity in 2013 to show that they were in Apple's league in developing new products and categories. I think it is safe to say that they have missed their opportunity for this year at least.

 

The S4 launch earlier this year was not well received (showed poor taste) and sales of the device have disappointed. Early reviews for the Galaxy Gear are not great; my guess is the reviews will get worse (as eveyone piles on). Samsung is learning that leading is a lot harder than playing underdog.

 

Galaxy Gear video: Samsung's smartwatch awkwardly unveiled http://tech.fortune.cnn.com/tag/apple/

 

The ball is now back in Apple's court. They gave Samsung a gift by not launching (almost) any new hardware products since Oct 2012. Beginning Sept 10 we will see if Apple is ready to re-assert itself as the clear leader in mobile.

 

This is the point people have missed. How can competitors who have built around copying Apple out innovate it? People don't have a fundamental understanding of innovation. Innovation is not simply adding features, it is improving lives.

 

Apple is not behind, everyone is still looking to them to determine what to copy.

 

They are not behind, but they will fall behind over time.  Everything they've done since the passing of Jobs, other than some capital allocation decisions, has been incredibly underwhelming.  They are starting to remind me of Microsoft several years ago...ride the moat and just try to extend the life of it, rather than grow it. 

 

You better hope that this event lives up to the hype, otherwise Cook may start doing the monkey dance!  Really, this guy lead Microsoft for the last seven years...unbelievable! 

 

http://www.youtube.com/watch?v=RINizGmhrYo

 

Cheers!

 

 

[Guest valueInv]

Samsung has earned a reputation over the years of being very good at copying others ideas and over time dominating. Samsung had a wonderful opportunity in 2013 to show that they were in Apple's league in developing new products and categories. I think it is safe to say that they have missed their opportunity for this year at least.

 

The S4 launch earlier this year was not well received (showed poor taste) and sales of the device have disappointed. Early reviews for the Galaxy Gear are not great; my guess is the reviews will get worse (as eveyone piles on). Samsung is learning that leading is a lot harder than playing underdog.

 

Galaxy Gear video: Samsung's smartwatch awkwardly unveiled http://tech.fortune.cnn.com/tag/apple/

 

The ball is now back in Apple's court. They gave Samsung a gift by not launching (almost) any new hardware products since Oct 2012. Beginning Sept 10 we will see if Apple is ready to re-assert itself as the clear leader in mobile.

 

This is the point people have missed. How can competitors who have built around copying Apple out innovate it? People don't have a fundamental understanding of innovation. Innovation is not simply adding features, it is improving lives.

 

Apple is not behind, everyone is still looking to them to determine what to copy.

 

They are not behind, but they will fall behind over time.  Everything they've done since the passing of Jobs, other than some capital allocation decisions, has been incredibly underwhelming.  They are starting to remind me of Microsoft several years ago...ride the moat and just try to extend the life of it, rather than grow it. 

 

You better hope that this event lives up to the hype, otherwise Cook may start doing the monkey dance!  Really, this guy lead Microsoft for the last seven years...unbelievable! 

 

http://www.youtube.com/watch?v=RINizGmhrYo

 

Cheers!

 

 

 

How are they going to fall behind if competitors don't know how to innovate? Apple hasn't released nextgen TV. Google and Samsung did, but no success. Now we are seeing the same thing with smart watches.

 

Apple's cadence is no different under Cook than under Jobs. Take a look at how long it took them to enter new categories under Jobs. Take a look at how their products evolved under Jobs. They're doing what they've always done.

[Guest valueInv]

Samsung has earned a reputation over the years of being very good at copying others ideas and over time dominating. Samsung had a wonderful opportunity in 2013 to show that they were in Apple's league in developing new products and categories. I think it is safe to say that they have missed their opportunity for this year at least.

 

The S4 launch earlier this year was not well received (showed poor taste) and sales of the device have disappointed. Early reviews for the Galaxy Gear are not great; my guess is the reviews will get worse (as eveyone piles on). Samsung is learning that leading is a lot harder than playing underdog.

 

Galaxy Gear video: Samsung's smartwatch awkwardly unveiled http://tech.fortune.cnn.com/tag/apple/

 

The ball is now back in Apple's court. They gave Samsung a gift by not launching (almost) any new hardware products since Oct 2012. Beginning Sept 10 we will see if Apple is ready to re-assert itself as the clear leader in mobile.

 

This is the point people have missed. How can competitors who have built around copying Apple out innovate it? People don't have a fundamental understanding of innovation. Innovation is not simply adding features, it is improving lives.

 

Apple is not behind, everyone is still looking to them to determine what to copy.

 

They are not behind, but they will fall behind over time.  Everything they've done since the passing of Jobs, other than some capital allocation decisions, has been incredibly underwhelming.  They are starting to remind me of Microsoft several years ago...ride the moat and just try to extend the life of it, rather than grow it. 

 

You better hope that this event lives up to the hype, otherwise Cook may start doing the monkey dance!  Really, this guy lead Microsoft for the last seven years...unbelievable! 

 

http://www.youtube.com/watch?v=RINizGmhrYo

 

Cheers!

 

 

 

Funny thing is, people were saying the same thing back in 2007:

 

http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aRelVKWbMAv0

 

Shows you how little things change.  ;D

[LC]

Brilliant thing about Apple (or maybe just Jobs) is he knows when to release products. the iPad was the first commercially successful tablet. Tablets have been around since the 90s. But the consumer was not ready for it. My gut tells me the same thing is occurring with all the "TV" products...

[polangevin]

I have a simple question for you all.

 

Can you tell me, for you, what is innovation? I've seen so much comments like «Apple is being out of touch... Not innovating anymore, etc.». So i'd be curious to have your thoughts about that.