MikeT
Jan 26, 04:06 PM
I've been an AAPL shareholder on and off since 1982. The company has NEVER been healthier or hotter than it is now. We all know about the record sales of Macs, iPods, iPhones, etc. I was at a major shopping center on weekday afternoon a few days ago, and the Apple Store was literally the only store in the mall that could have been classified as "busy" (and not just with lookers but with buyers).
But you have to distinguish AAPL the stock from Apple the company. In the long term, the two are essentially the same thing, but in the short term the two are merely related. The short-term performance of AAPL the stock is affected by turmoil in the stock market, as well as by speculators hoping to make fast money by buying or selling AAPL for near-term gains. These factors can temporarily drive the stock down (or up) for reasons that have little to do with the company's actual performance.
In the long term, though, if Apple the company does well, AAPL the stock will do well, too.
So, where is AAPL going from here? Hard to say... I'm currently "long" on AAPL, so obviously I'd like to see it go up. However, it's quite possible that it could go lower from here -- perhaps much lower (below $100 even). One of the most common valuation statistic for stocks is the price/earnings (P/E) ratio. Right now, AAPL's P/E is around 30. Compared to competitors like Hewlett-Packard (HPQ; p/e: 16) and Microsoft (MSFT; p/e: 21), AAPL's multiple is high. Over the last few years, AAPL's higher P/E has been justified because earnings have been growing much faster than the earnings of its competitors. And if earnings continue to grow robustly this year, the current high P/E will have been justified. However, if earnings stall, you could see the stock price fall rapidly.
But you have to distinguish AAPL the stock from Apple the company. In the long term, the two are essentially the same thing, but in the short term the two are merely related. The short-term performance of AAPL the stock is affected by turmoil in the stock market, as well as by speculators hoping to make fast money by buying or selling AAPL for near-term gains. These factors can temporarily drive the stock down (or up) for reasons that have little to do with the company's actual performance.
In the long term, though, if Apple the company does well, AAPL the stock will do well, too.
So, where is AAPL going from here? Hard to say... I'm currently "long" on AAPL, so obviously I'd like to see it go up. However, it's quite possible that it could go lower from here -- perhaps much lower (below $100 even). One of the most common valuation statistic for stocks is the price/earnings (P/E) ratio. Right now, AAPL's P/E is around 30. Compared to competitors like Hewlett-Packard (HPQ; p/e: 16) and Microsoft (MSFT; p/e: 21), AAPL's multiple is high. Over the last few years, AAPL's higher P/E has been justified because earnings have been growing much faster than the earnings of its competitors. And if earnings continue to grow robustly this year, the current high P/E will have been justified. However, if earnings stall, you could see the stock price fall rapidly.
mrblah
Jul 22, 01:11 AM
At 7% the Mac will gain in momentum and grow to its full potential at 30 to 50% of the home market in probably just a few years, it will never stay at just 7%.
50%? Did you forget how much Macs cost? One of the main reasons Dell has such a huge market share is because they are so cost effective and come with great bundles aimed at the average person. 50% of computer users could never afford a Mac.
If Apple can come up with bundles that include a monitor, printer, and scanner while still managing to be priced competitively with Dell then theyd have a chance at Dell level marketshare. Bundling iPods with Macs could be a great program for Apple as well. But they are very far away from offering anything close to what Dell does for that price, and thats what the average person wants (I doubt they are the least bit concerned with Windows, they just want a computer with everything they need).
Apple offers the programs people want, but theyre useless without the hardware to use the programs. They should do more to make it easier for non-computer people to get everything they need at a decent price (unlike shopping through dell.com which gets you good deals on a lot of stuff, shopping through Apple seems to cost more than if you bought the crap seperately)
50%? Did you forget how much Macs cost? One of the main reasons Dell has such a huge market share is because they are so cost effective and come with great bundles aimed at the average person. 50% of computer users could never afford a Mac.
If Apple can come up with bundles that include a monitor, printer, and scanner while still managing to be priced competitively with Dell then theyd have a chance at Dell level marketshare. Bundling iPods with Macs could be a great program for Apple as well. But they are very far away from offering anything close to what Dell does for that price, and thats what the average person wants (I doubt they are the least bit concerned with Windows, they just want a computer with everything they need).
Apple offers the programs people want, but theyre useless without the hardware to use the programs. They should do more to make it easier for non-computer people to get everything they need at a decent price (unlike shopping through dell.com which gets you good deals on a lot of stuff, shopping through Apple seems to cost more than if you bought the crap seperately)
AppleDroid
Apr 25, 05:57 PM
matte screen option or fail.
Honestly with the advent of Thunderbolt external connections and a matte screen I'd sell my 2009 MacPro and pick up one of these.
Before you throw spears at me I'm fine that people like the glossy and you have your option.
Honestly with the advent of Thunderbolt external connections and a matte screen I'd sell my 2009 MacPro and pick up one of these.
Before you throw spears at me I'm fine that people like the glossy and you have your option.
Applepi
Oct 4, 07:53 PM
I had to sell my beloved iPhone and kick AT&T to the curb because I get zero service here in my home just outside of Phoenix. I was so fed up with the dropped calls and AT&T had nothing but excuses for me, they also told me to wait til the next quarter so I could purchase a cell booster for home. What a joke.
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simX
Oct 18, 06:22 PM
Yes, thank you. At least someone else out there is emotionally distanced enough from the iPod and the Apple entertainment sector to be a bit objective.
Innovation: just what happened to Apple's innovative spirit when it comes to computers? The latest Mac Pro was fitted into the existing (and way oversized) G5 case. The MacBook was disappointing in that - proportionally - Apple did not shrink it at all or make it lighter than its predecessor (a design which had been in existence for about four years). There are more things, but I really don't want to sound like a troll here...
Apple needs to come out with new computer models that are unlike anything else out there. What about a tiny, thin ultraportable? What about a smaller tower, so those of us that want a pro computer don't have to invest in an oversized monster (which is larger than any PCs in the market that I am aware of). Aren't computers supposed to get SMALLER as the technology advances? Why is Apple obsessed with making the iPod smaller and smaller, but does not care as much about its laptops and desktops?
The answer: profit, or course. The iPod is Apple's cash cow. And this, my friends, is what I mean when I say that Apple needs to be partitioning off a little of its innovative energy that it is putting into its entertainment sector and bring it back to the computer line.
Understood now?
OK, now fire away :)
*sigh* How many times do we have to refute your assertions with facts before you stop repeating them?
To wit, the iPod is not Apple's "cash cow". By definition, if there is something that gains more revenue/profit than the iPod, then the iPod cannot be the cash cow. 58% of Apple's revenue still came from sales of Macs. Gross margins for both Macs and iPods has always been similar (hovering a bit below 30%), so the Mac also generates the majority of the profit for Apple.
As for Apple's innovative spirit lacking when it comes to the Macs, let's just point out that it Apple updated the iPod in October 2005 to the 5th generation, and we JUST got the 5.5th generation last month. Apple took a year to add slightly brighter screens, better battery life (only for video), and games. The nano just gained the anodized aluminum exterior -- wow, Apple's reaching back to the past for it's innovation now! And the shuffle got slimmed down and consolidated into one product. All this doesn't sound exactly like innovation to me. (Of course, Apple doesn't really need to innovate, since they're already selling iPods by the boatload.)
In contrast, Apple brought all of its Macs over to the Intel processor. The Mac Pro was dramatically higher value, what with double-wide graphics card slot, dual optical drives, 4 internal hard drive bays, etc., etc. All Macs (except for the Mac Pro) now have Front Row and a remote, which is a great feature. Built-in iSights have also migrated across the entire product line. The MacBook and MacBook Pro now have MagSafe -- a great innovation. Boot Camp is now supported on all new Macs. The Xserve has new features like lights-out management, redundant power supplies, etc. And we've seen some great things coming for Leopard, what with Time Machine and Spaces and iChat Theater and Core Animation and iCal Server, etc., etc., etc.
It seems to me that Apple is innovating more on the Macintosh side of things than they are with the iPod. What are they going to add next on the iPod -- wireless? *gasp*, so innovative!
Seriously, can we stop with this myth already? It's the same thing with all of Apple's "woes" with quality control (which was busted by the recent consumer reports articles where Apple has actually brought DOWN the number of new computers needing repair in their first year). It's something that's repeated ad nauseum by a few vocal people, when it's really not a problem at all. Same here: everybody gawks and writes about the iPod precisely because more people can afford it and more people can use it with whatever computer they have. So, obviously, you will hear more about the iPod.
Let's see if repeating myself again has any effect: the iPod is not Apple's cash cow!
Understood now?
OK, now fire away :rolleyes:
Innovation: just what happened to Apple's innovative spirit when it comes to computers? The latest Mac Pro was fitted into the existing (and way oversized) G5 case. The MacBook was disappointing in that - proportionally - Apple did not shrink it at all or make it lighter than its predecessor (a design which had been in existence for about four years). There are more things, but I really don't want to sound like a troll here...
Apple needs to come out with new computer models that are unlike anything else out there. What about a tiny, thin ultraportable? What about a smaller tower, so those of us that want a pro computer don't have to invest in an oversized monster (which is larger than any PCs in the market that I am aware of). Aren't computers supposed to get SMALLER as the technology advances? Why is Apple obsessed with making the iPod smaller and smaller, but does not care as much about its laptops and desktops?
The answer: profit, or course. The iPod is Apple's cash cow. And this, my friends, is what I mean when I say that Apple needs to be partitioning off a little of its innovative energy that it is putting into its entertainment sector and bring it back to the computer line.
Understood now?
OK, now fire away :)
*sigh* How many times do we have to refute your assertions with facts before you stop repeating them?
To wit, the iPod is not Apple's "cash cow". By definition, if there is something that gains more revenue/profit than the iPod, then the iPod cannot be the cash cow. 58% of Apple's revenue still came from sales of Macs. Gross margins for both Macs and iPods has always been similar (hovering a bit below 30%), so the Mac also generates the majority of the profit for Apple.
As for Apple's innovative spirit lacking when it comes to the Macs, let's just point out that it Apple updated the iPod in October 2005 to the 5th generation, and we JUST got the 5.5th generation last month. Apple took a year to add slightly brighter screens, better battery life (only for video), and games. The nano just gained the anodized aluminum exterior -- wow, Apple's reaching back to the past for it's innovation now! And the shuffle got slimmed down and consolidated into one product. All this doesn't sound exactly like innovation to me. (Of course, Apple doesn't really need to innovate, since they're already selling iPods by the boatload.)
In contrast, Apple brought all of its Macs over to the Intel processor. The Mac Pro was dramatically higher value, what with double-wide graphics card slot, dual optical drives, 4 internal hard drive bays, etc., etc. All Macs (except for the Mac Pro) now have Front Row and a remote, which is a great feature. Built-in iSights have also migrated across the entire product line. The MacBook and MacBook Pro now have MagSafe -- a great innovation. Boot Camp is now supported on all new Macs. The Xserve has new features like lights-out management, redundant power supplies, etc. And we've seen some great things coming for Leopard, what with Time Machine and Spaces and iChat Theater and Core Animation and iCal Server, etc., etc., etc.
It seems to me that Apple is innovating more on the Macintosh side of things than they are with the iPod. What are they going to add next on the iPod -- wireless? *gasp*, so innovative!
Seriously, can we stop with this myth already? It's the same thing with all of Apple's "woes" with quality control (which was busted by the recent consumer reports articles where Apple has actually brought DOWN the number of new computers needing repair in their first year). It's something that's repeated ad nauseum by a few vocal people, when it's really not a problem at all. Same here: everybody gawks and writes about the iPod precisely because more people can afford it and more people can use it with whatever computer they have. So, obviously, you will hear more about the iPod.
Let's see if repeating myself again has any effect: the iPod is not Apple's cash cow!
Understood now?
OK, now fire away :rolleyes:
diamond.g
Apr 12, 10:01 AM
Boo! I didn't know it "required" a connection between the GPU and PCIe. I don't see the reasoning behind a direct connection to the GPU, anyone (not an engineer here)? I also agree, that for the sake of data connectivity, a PCIe card would be a realistic expectation. I certainly wouldn't be bothered with another connection, especially if that connection would eventually be the primary connection to my external devices ("Light Peak"/"ThunderBolt" does allow for daisy chaining?).
Because it uses mDP for the connection. It would be confusing to users to have a data only port that looks like their video port (of course this really only affect Macs since most PC's come with DVI/HDMI...)
Because it uses mDP for the connection. It would be confusing to users to have a data only port that looks like their video port (of course this really only affect Macs since most PC's come with DVI/HDMI...)
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TwoSocEmBoppers
Mar 11, 02:10 PM
FWIW called Best Buy in YL and they said no line there yet. Will distribute tickets at 4:30.
AnyKey
Oct 23, 08:10 AM
Well then...if this is the case, who needs XP or Vista? I may just install Windows RG on my macbook pro when I get it. And yes...we educated Windows RG users use only the best hardware. I'll be waiting for C2D too. :)
For me, it's either Mac OS Windows RG. :rolleyes:
For a preview of Windows RG: http://www.albinoblacksheep.com/flash/winrg.php
:D ;)
For me, it's either Mac OS Windows RG. :rolleyes:
For a preview of Windows RG: http://www.albinoblacksheep.com/flash/winrg.php
:D ;)
more...
Tastannin
Apr 13, 09:20 AM
The Thunderbolt Wiki (http://en.wikipedia.org/wiki/Thunderbolt_(interface)) has a diagram showing the TB controller's access to things. The accompanying description ("Thunderbolt can be implemented on graphics cards, which have access to DisplayPort data and PCI express connectivity, or on the motherboard of new devices, such as the MacBook Pro.[5][17][22]") implies that a TB compatible PCIe graphics card could bring older systems up-to-date. That would be interesting.
Do you trust Wikipedia? :) In fact the line above this one on Wikipedia says: Because the PCIe bus does not carry video data, it is unclear whether a standalone PCIe card could offer a Thunderbolt port. The Intel Thunderbolt Technology Brief does not give a conclusive answer.[3]
Everything I've read that is sourced to Intel says an add-on card won't be possible. It's my guess that the integration for Thunderbolt needs to be deeper than an PCI Express card, especially with its capability to carry video/data. It may be that Intel does not want people confused by data-only Thunderbolt ports. OTOH, I'm not a Thunderbolt engineer, so I may be completely mistaken. :D
Great find. Let's hope Apple releases a card for the Mac Pro.
Technical issues aside - odds are that Apple would rather sell you a new Mac Pro with Thunderbolt onboard.
Do you trust Wikipedia? :) In fact the line above this one on Wikipedia says: Because the PCIe bus does not carry video data, it is unclear whether a standalone PCIe card could offer a Thunderbolt port. The Intel Thunderbolt Technology Brief does not give a conclusive answer.[3]
Everything I've read that is sourced to Intel says an add-on card won't be possible. It's my guess that the integration for Thunderbolt needs to be deeper than an PCI Express card, especially with its capability to carry video/data. It may be that Intel does not want people confused by data-only Thunderbolt ports. OTOH, I'm not a Thunderbolt engineer, so I may be completely mistaken. :D
Great find. Let's hope Apple releases a card for the Mac Pro.
Technical issues aside - odds are that Apple would rather sell you a new Mac Pro with Thunderbolt onboard.
Full of Win
Apr 28, 10:01 AM
So the iPhone went from being pummeled by Android to now just being badly beaten.
That is Awesome.
That is Awesome.
more...
josece
Apr 14, 12:51 PM
I don't think Apple TV is what the product is, it's too difficult to use some apps only with the IR remote control.
I'm going for an iOS App store and Mac store integration, some of the apps that have been built for iPad could run perfectly on a Mac, and the other way around, plus, Steve even said that they would bring their best technologies "from the iPad to the Mac and with the new multi-touch gestures we believe our Macs will become more intuitive than ever".
This way, all the apps in your iDevices and Macs would be synced at all times.
Either that or Apple's new HDTV with a completely new input method that could let you use iOS apps on your TV properly, but I really don't think this is very likely.
I'm going for an iOS App store and Mac store integration, some of the apps that have been built for iPad could run perfectly on a Mac, and the other way around, plus, Steve even said that they would bring their best technologies "from the iPad to the Mac and with the new multi-touch gestures we believe our Macs will become more intuitive than ever".
This way, all the apps in your iDevices and Macs would be synced at all times.
Either that or Apple's new HDTV with a completely new input method that could let you use iOS apps on your TV properly, but I really don't think this is very likely.
KPOM
Apr 21, 02:06 PM
Which would be better for video editing -- the current MBA or the upcoming Sandy Bridge MBA? (just family videos, nothing hardcore)
Likely the Sandy Bridge. Editing uses CPU power.
Consider that the Sandy Bridge chip has several advantages over the Core 2 Duo:
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arnold-schwarzenegger-the-
Arnold Schwarzenegger
more...
Arnold Schwarzenegger Pictures
arnold schwarzenegger now and
more...
Cartoon: Arnold Schwarzenegger
ARNOLD SCHWARZENEGGER OLD
arnold schwarzenegger photos
Likely the Sandy Bridge. Editing uses CPU power.
Consider that the Sandy Bridge chip has several advantages over the Core 2 Duo:
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ToddJ
Mar 31, 08:44 PM
They ought to have a 'classic' mode for iCal so people can choose...i know it won't happen though
netdog
Jul 12, 03:34 AM
I think that some of us may be overestimating the coolness of the player as the factor. While that worked in the early days, it may not now.
Apple has in their favor the fact that many people now have ripped CDs and bought protected music in Apple formats. If that base is solid enough, Urge won't fly, and hence there won't be a large installed base of protected WMA files in search of a player. If a significant number of Vista users are just starting their collection, or building on existing MP3s, there is a very strong chance that they will do the easiest thing and buy protected WMA files from Urge. This could spell disaster for Apple, particularly if Microsoft is willing to replace any protected AAC files in people's collections free of charge.
Finally, while in the early days of online music sales, it was the players and not the music downloads that drove the market, we are inevitably going to find that the players become the razor and the downloadable music the blades. Microsoft will probably price their player based on that model.
Apple has in their favor the fact that many people now have ripped CDs and bought protected music in Apple formats. If that base is solid enough, Urge won't fly, and hence there won't be a large installed base of protected WMA files in search of a player. If a significant number of Vista users are just starting their collection, or building on existing MP3s, there is a very strong chance that they will do the easiest thing and buy protected WMA files from Urge. This could spell disaster for Apple, particularly if Microsoft is willing to replace any protected AAC files in people's collections free of charge.
Finally, while in the early days of online music sales, it was the players and not the music downloads that drove the market, we are inevitably going to find that the players become the razor and the downloadable music the blades. Microsoft will probably price their player based on that model.
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JordanNZ
May 3, 08:02 AM
How can it be TFT and IPS?!! That makes no sense quite honestly... Pish Posh...
I think you're confusing TFT with TN.
They're not the same thing.
I think you're confusing TFT with TN.
They're not the same thing.
NickZac
Dec 29, 01:51 PM
How can she afford that?!
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acidfast7
Oct 31, 11:30 AM
Either...
This (http://www.overstock.com/Home-Garden/Manhattan-Office-Espresso-High-back-Chair/4015748/product.html?rcmndsrc=2):
http://kttns.org/ogrmy
or
This (http://www.overstock.com/Home-Garden/Manhattan-Espresso-Office-Chair/3097391/product.html?rcmndsrc=2):
http://kttns.org/nwvl
Which one is better?
Nothing else really.
Why don't you pick up the real Eames Aluminum Management chair?
I bought one for the office and it's extremely nice and comfortable. It's def a show-stopper when people enter.
This (http://www.overstock.com/Home-Garden/Manhattan-Office-Espresso-High-back-Chair/4015748/product.html?rcmndsrc=2):
http://kttns.org/ogrmy
or
This (http://www.overstock.com/Home-Garden/Manhattan-Espresso-Office-Chair/3097391/product.html?rcmndsrc=2):
http://kttns.org/nwvl
Which one is better?
Nothing else really.
Why don't you pick up the real Eames Aluminum Management chair?
I bought one for the office and it's extremely nice and comfortable. It's def a show-stopper when people enter.
ufkdo
Apr 26, 12:08 PM
It will most likely be free for itunes purchases, fees will be determined by how much storage you need for other musics (in my opinion)
SchneiderMan
Sep 17, 02:59 PM
I love these! I have them in gray as well.
http://content.backcountry.com/images/items/medium/TNF/TNF4903/BK.jpg
http://content.backcountry.com/images/items/medium/TNF/TNF4903/BK.jpg
Popeye206
Apr 28, 10:10 AM
So the iPhone went from being pummeled by Android to now just being badly beaten.
That is Awesome.
Why do you keep comparing a single phone model to an entire platform used on 20 some devices?
Oh... that's right... it's all you can hang your hat on. Sorry... let's talk pummeled or badly beaten when any single Android phone outsells the iPhone.
That is Awesome.
Why do you keep comparing a single phone model to an entire platform used on 20 some devices?
Oh... that's right... it's all you can hang your hat on. Sorry... let's talk pummeled or badly beaten when any single Android phone outsells the iPhone.
spookywarrior
Jun 6, 05:55 PM
FYI, the article says that they didn't complete the download...you really need to download the reading comprehension app. ;)
Maybe just maybe I wasn't referring to any set of individuals but yet pointing out that anyone could go download the $1000 app and claim that it was an accident and get it re-imbursed. ;)
Maybe just maybe I wasn't referring to any set of individuals but yet pointing out that anyone could go download the $1000 app and claim that it was an accident and get it re-imbursed. ;)
Popeye206
Apr 24, 04:22 PM
There is a difference between sales and market share. Without a doubt, part of the appeal of android is cost - it's just cheaper to buy. However, it's not as simple as you suggest
Some people buy it so they can have a larger screen, some because they want a keyboard, some because they have specific hardware needs (e.g. The US Army), some because they do not want to live under of the heel of Steve Jobs twisted moral code. I could go on, but it's become the proverbial dead horse. Sure, Android has pitfalls in that it can run almost anything, but I would rather have the freedom to make a bad app choice than to live in the walled garden that iOS is becoming.
In short, the freedom to make choices, even bad ones, is superior to being spoon fed like a baby as Apple tends to do.
Then too each their own. Obviously, you don't care for Apple's way of doing it and we could argue the pluses and minuses, but I don't think Apple's way is the wrong way. It's different and seems to be working fairly well too given they are company to beat in many categories right now. And as much as you love all the freedom with the Android based phones, I also think that is one of their problems. But again, we could debate forever.
Either way, you consistently feel your point of view is the only point of view. I don't feel "spoon fed like a baby" by using the iPhone. It does everything I want a smart phone to do plus some and there seems to be a ton of consumers out there that agree.
You know, you'd be much more respected here on this forum if you'd stop with the back-handed comments and ridiculous statements. Nothing wrong with having an opinion, but you can do it in a constructive manner and not a childish and shallow way. For someone that does seem to have some intelligence from time to time, you have a habit of totally destroying any credibility you might have.
Some people buy it so they can have a larger screen, some because they want a keyboard, some because they have specific hardware needs (e.g. The US Army), some because they do not want to live under of the heel of Steve Jobs twisted moral code. I could go on, but it's become the proverbial dead horse. Sure, Android has pitfalls in that it can run almost anything, but I would rather have the freedom to make a bad app choice than to live in the walled garden that iOS is becoming.
In short, the freedom to make choices, even bad ones, is superior to being spoon fed like a baby as Apple tends to do.
Then too each their own. Obviously, you don't care for Apple's way of doing it and we could argue the pluses and minuses, but I don't think Apple's way is the wrong way. It's different and seems to be working fairly well too given they are company to beat in many categories right now. And as much as you love all the freedom with the Android based phones, I also think that is one of their problems. But again, we could debate forever.
Either way, you consistently feel your point of view is the only point of view. I don't feel "spoon fed like a baby" by using the iPhone. It does everything I want a smart phone to do plus some and there seems to be a ton of consumers out there that agree.
You know, you'd be much more respected here on this forum if you'd stop with the back-handed comments and ridiculous statements. Nothing wrong with having an opinion, but you can do it in a constructive manner and not a childish and shallow way. For someone that does seem to have some intelligence from time to time, you have a habit of totally destroying any credibility you might have.
Chimera
Oct 18, 04:47 PM
Where are these figures?
The first, third, and fifth are units while the second, forth and sixth are revenue.
The first two are the last quarter, second two the year ago quarter, and third two are this quarter.
The first, third, and fifth are units while the second, forth and sixth are revenue.
The first two are the last quarter, second two the year ago quarter, and third two are this quarter.
Adidas Addict
Apr 24, 02:20 AM
The USA mobile networks are such a random mish mash of technology and frequency. I can't believe they have existed so long in this way, talk about overcomplicating things for no reason.
