or Connect
New Posts  All Forums:

Posts by herbapou

    So the iphone 5 as a better casing...  and thats pretty much it.  Apple getting his butt kick out of the high market is not funny imo. When you charge a premium for a product, you need to lead, not lag.   IF they continu to entrenched themselves behind that 4" size is better for everyone, they are going straight to the graveyard.
imo the mac sales should be better in 2013 Q1 than in  2012 Q1. It will be a strong quarter for the imac, on the laptop side, the refreshes are getting closer, but  we did had some late summer updates, so the laptop side should be better than last year.   Whats blurring the lines here is the PC regression, we will have to compare Apple numbers to the rest of the market.
They wont do more than a 100% div increase, so maybe 4% yield tops
  Its a matter of if they can manage to put the necessary hardware in the $99 box.  On the CPU/GPU side they would have enough power with the A5X. The current Apple TV does have very little SSD, but with the price drop in components, if they can pack 16g for that $99 then they will have something pretty decent here.    Everything else can be optionnal:  gaming controls, keyboard, trackpads, remotes, ... If they do add an app store, they should come out with multiple Apple...
    I have noticed that too, I did tried it and its a piece of junk to play games.
    I dont think the angry birds week-end gamers are capable of understanding this.  Not to mention the fanbois that think that everthing Apple do is gold.
  I so dont agree with this.  Airplay makes it a  lot more expensive than a dedicated game console with controls. Yes the Apple TV is 99$, but then you need a $330 ipad or a $700 iphone to play?  and that is per person on multi-player games?  This is already available and do you see it working?  NO. To top it off the ipad and iphones or ipods are not optimal gaming control, nothing beats real buttons when playing a game.   Apple should have launch its Apple TV app store a...
Dont expect me to explain why amazon "hopes" are so high i dont get it myself. Imo that thing is way way overbought. I sure dont share those hopes.
  1. like I said, Amazon "hopes of growth" are very high.   2. http://ycharts.com/companies/AAPL/eps_growth
  Going from 100% to 7% in a year is a pretty big drop. Apple went from "high hopes of growth" to "neutral to negative" hopes of growth in a few months. 7% is a great value stock growth rate indeed.  But until recently Apple was not a value stock. If Apple can maintain even only 7% EPS growth next year its currently undervalue even by value stock metrics. Keep in mind that the transition from a growth stock to a value stock means a lot of shares need to change hands,...
New Posts  All Forums: