Originally Posted by sennen
Considering this is the kind of dialogue coming out of the market sector, those telling Wall Street where to go have a pretty strong case.
Yep, we refer to those kinds of suppositions as "false narratives". Questions posed that "frame" a topic in a shallow and often meaningless or misleading way.
"Is Apple A or B?" Hardware OR software? Are they joking? Blind? Just plain stupid? Of course Apple is far more than that simple A or B… they are a hardware, software, services AND "imagineering" company , and more! But people WILL start asking, "Well? Which are they?" By simply implying they've got an identity crisis, the negative seed is planted, move on…
What I'm seeing the past couple of years is a (well funded) continuous, negative-leaning drone, and that points to a "long-con" style PR campaign… whisper it, whisper it, repeat something often enough, it becomes accepted in the 'general mindset' as fact.
Samsung (and possibly others like Microsoft) is most certainly engaged in steady and continuous negative paid-PR, using social networks and comment boards like this one. That together with paid-PR "articles" in trade channels… I know how to spot them generally, in part because I've worked in the brand mar-com industry for 15 years give or take… It only takes a few minutes on the comment boards at places like Yahoo Finance to see it. Check it out sometime. Click through ANY Apple-related article to the comments. There they are, a steady hum, with the same talking points rolled out over and over again… it's like watching a political whisper campaign… nasty stuff, that.
Worse is when you have the professional "analysts" and "journalists" (who are as often as not doing a paid-PR "piece" -- the most insidious form of anti-advertising), sitting face to face on camera discussing Apple and just spewing the most twisted "spun/framed" crap about the company, little actually having anything to do with the company fundamentals OR the numbers, but the negative timbre is what counts… little seeds of FUD sprinkled incessantly... Personally, I think it should be illegal, but what can you do?
So, yeah, as far as I'm concerned, I ignore those 'pundits', and stick with Apple's guidance for fundamentals, sniff out the general "sentiment" to determine when to buy and sell for short trades, but over the long haul, I'm sticking with Apple. They are a model company in so many ways, and deserve far more praise than they're getting. They're rocking the market still, while managing so much transition (beginning with the loss of their sensei, Mr. Jobs)… I have faith they'll do fine over the coming years...
To me, the market these days is more noise than value. I'm banking on the company itself.
Edited by tribalogical - 4/26/13 at 12:33pm