What's the problem? Is there a shortage of child labor in the Apple factories? Or did the fact that the number of people who "definitely want" the iPad dropped after they found out what the product is make Jobs decide he needed to work harder on his Jedi mind control kills, and put production on the back burner?
Do. Not. Want. In fact, after the multiple iTunes debacles and the AT&T iPhone lock-in, I don't ever want ANY Apple product.
I'd go and check that if I were you. My recollection is that the (somewhat dubious) survey to which I assume you're referring, the number of 'definitely will buys' went up.
This is turning out to be just like the 3Gs launch.
It's almost guaranteed that no one outside of the USA will hold one of these things in their hands until Xmas 2010-11.
What happened to all those awards Apple won in recent years for managing their supply chain better than any other company? I know they are a much bigger company now, but they are screwing up big time over the last couple of years. They can't seem to produce a single product without delays and major flaws.
Cut the bullshit. Your continuing rhetoric is beginning to sound idiotic.
I'll bet your parents are still waiting for you to put the garbage out without being told.
What's the problem? Is there a shortage of child labor in the Apple factories? Or did the fact that the number of people who "definitely want" the iPad dropped after they found out what the product is make Jobs decide he needed to work harder on his Jedi mind control kills, and put production on the back burner?
Do. Not. Want. In fact, after the multiple iTunes debacles and the AT&T iPhone lock-in, I don't ever want ANY Apple product.
All of the trolls are correct, it's apple's "fault", better to be like say M$ and release a product with a 16% failure rate and just force customers to return for repair, damn the quality checks in place!
Why look at MSFT? Can you look at the recent flickering and jaundiced iMac screens?
eh, display issues for Mac have been an hotly concern since the first aluminium iMacs.
We have over 40 responses to this item, many of them debating the reasons for the limited supply of the iPad upon launch... and the launch hasn't even happened yet.
What ever happened to gathering as much information as possible before forming a conclusion?
Different folks use different methods of grouping. I suppose you are one that hates it when someone uses the "," (comma) for the decimal delimiter also (as is done in a large part of the world outside the US)? If it is equivalent who cares - not everyone does it the way us "good old yanks" do it!
Because it reads as "one hundred thousand thousand" and the translation that is performed - however quickly - to "one million" is an unnecessary one. If it is intended to read "one million" then make it say "one million."
Did you have an issue with your 27" iMac - cause i haven't found anyone who has... There will always be a tiny percentage of electronic devices with faults, it's the nature of electronics and manual delivery of goods in the back of lorries...
It's well documented, and in an unusual change of ways, was confirmed by Apple in a public way. I did not have an issue because I didn't purchase one, I don't buy first runs of anything because of the manufacturing tweaks/bugs that need to be worked out.
T...... with a PEG of a mere 0.67 (based on consensus)!
Just letting the PEG trend toward unity .......
I have a couple of questions for you.
What is the meaning of the 'PEG' ratio (I know what the definition is; I am asking about its meaning and interpretation)? 'Consensus' of what? Earnings? P/E? PEG? If either of the latter, where you do you find that? What does a PEG ratio tell you that you could not glean from a P/E ratio? Finally, can you point to any credible empirical evidence that links PEGs to stock prices?
We have over 40 responses to this item, many of them debating the reasons for the limited supply of the iPad upon launch... and the launch hasn't even happened yet.
What ever happened to gathering as much information as possible before forming a conclusion?
Wait till the complaints about OS crashes start...... tomorrow. Then it's on to the fact that only 118,000 of the 140,000 apps have been updated for the iPad (that's coming day after tomorrow).
What is the meaning of the 'PEG' ratio (I know what the definition is; I am asking about its meaning and interpretation)? 'Consensus' of what? Earnings? P/E? PEG? If either of the latter, where you do you find that? What does a PEG ratio tell you that you could not glean from a P/E ratio? Finally, can you point to any credible empirical evidence that links PEGs to stock prices?
All of these numbers are guidelines, a way of looking at relative valuations. None of them are linked to price empirically, since stock price itself is just a consensus of investor sentiments at any given time. A low PEG can be seen as sign of relative value, or it could be taken as a sign of bearish sentiments on the stock. It's up to the investor to make a guess which it is.
All of these numbers are guidelines, a way of looking at relative valuations. None of them are linked to price empirically, since stock price itself is just a consensus of investor sentiments at any given time. A low PEG can be seen as sign of relative value, or it could be taken as a sign of bearish sentiments on the stock. It's up to the investor to make a guess which it is.
I can point you to lots of literature on P/E ratios and stock prices. It is very well-studied.
More important, the P/E ratio has a very precise meaning and interpretation. (It can easily be shown that the Forward P/E ratio is specifically equal to 1/[rE - g], where rE is the expected return on equity and g is the expected long-run growth rate in earnings, which, in turn is a function of the reinvestment rate and ROE in the business).
The PEG, on the other hand, is a meaningless metric with no clear link to fundamentals such as cash flows (earnings), cost of capital (rE), growth (g), or ROIC (ROE). As far as I know, there is little or no academic research to back up the use of this metric for valuation purposes. (Do correct me if I am wrong). It is one of those metrics that a lot of people seem to throw around, but no one seems to explain, or more important, validate.
Wait till the complaints about OS crashes start...... tomorrow. Then it's on to the fact that only 118,000 of the 140,000 apps have been updated for the iPad (that's coming day after tomorrow).
Or the week after it really comes out and apple lowers the price Can't wait to hear the complaining then....
What's the problem? Is there a shortage of child labor in the Apple factories? Or did the fact that the number of people who "definitely want" the iPad dropped after they found out what the product is make Jobs decide he needed to work harder on his Jedi mind control kills, and put production on the back burner?
Do. Not. Want. In fact, after the multiple iTunes debacles and the AT&T iPhone lock-in, I don't ever want ANY Apple product.
Well, thank god you came over here to tell us! We were all stupid enough to think that we might still want some Apple products, but now we can all stop wanting 'em and go back to Microsoft. Thanks!
Foo bar! Someone failed at playing the stock market! The idea was that if you want a quick buck! Buy apple, now. The assumption was that the prospect of shortages would bring the stock down. When it becomes obvious that there will be no shortages, the stock would go up again. But looking at the stock prices the trick has so far failed...
Availability of Apple's forthcoming iPad may be limited when it launches later this month, due to an "unspecified production problem" that could restrict the number of shipped units to just 300,000.
What I suspect happened is the Chinese workers at the plants making the iPad realized it's close to 100% completely made by machines and that would put so many of them out of work, so they sabotaged the assembly process or iPads somehow.
It could be that or Apple is playing a marketing trick by "selling out" early to induce demand.
I can point you to lots of literature on P/E ratios and stock prices. It is very well-studied.
More important, the P/E ratio has a very precise meaning and interpretation. (It can easily be shown that the Forward P/E ratio is specifically equal to 1/[rE - g], where rE is the expected return on equity and g is the expected long-run growth rate in earnings, which, in turn is a function of the reinvestment rate and ROE in the business).
The PEG, on the other hand, is a meaningless metric with no clear link to fundamentals such as cash flows (earnings), cost of capital (rE), growth (g), or ROIC (ROE). As far as I know, there is little or no academic research to back up the use of this metric for valuation purposes. (Do correct me if I am wrong). It is one of those metrics that a lot of people seem to throw around, but no one seems to explain, or more important, validate.
I'm not sure what you are implying. None of these so-called metrics predict anything. They have precise meanings in terms of how they are calculated, but very imprecise interpretations.
What's the problem? Is there a shortage of child labor in the Apple factories? Or did the fact that the number of people who "definitely want" the iPad dropped after they found out what the product is make Jobs decide he needed to work harder on his Jedi mind control kills, and put production on the back burner?
Do. Not. Want. In fact, after the multiple iTunes debacles and the AT&T iPhone lock-in, I don't ever want ANY Apple product.
Curious then, why are you here?
Also, these 'Apple factories' you speak of are also 'Cisco' factories, 'Motorola' factories, 'Walmart factories' .. etc. Think of a big brand that you've bought and it probably has some manufacturing in a company like Hon Hai, if not Hon Hai itself. Go ahead, be Mike Arrington and stop buying stuff made in China.
Comments
What's the problem? Is there a shortage of child labor in the Apple factories? Or did the fact that the number of people who "definitely want" the iPad dropped after they found out what the product is make Jobs decide he needed to work harder on his Jedi mind control kills, and put production on the back burner?
Do. Not. Want. In fact, after the multiple iTunes debacles and the AT&T iPhone lock-in, I don't ever want ANY Apple product.
I'd go and check that if I were you. My recollection is that the (somewhat dubious) survey to which I assume you're referring, the number of 'definitely will buys' went up.
This is turning out to be just like the 3Gs launch.
It's almost guaranteed that no one outside of the USA will hold one of these things in their hands until Xmas 2010-11.
What happened to all those awards Apple won in recent years for managing their supply chain better than any other company? I know they are a much bigger company now, but they are screwing up big time over the last couple of years. They can't seem to produce a single product without delays and major flaws.
Cut the bullshit. Your continuing rhetoric is beginning to sound idiotic.
I'll bet your parents are still waiting for you to put the garbage out without being told.
What's the problem? Is there a shortage of child labor in the Apple factories? Or did the fact that the number of people who "definitely want" the iPad dropped after they found out what the product is make Jobs decide he needed to work harder on his Jedi mind control kills, and put production on the back burner?
Do. Not. Want. In fact, after the multiple iTunes debacles and the AT&T iPhone lock-in, I don't ever want ANY Apple product.
So why are you here? To hear you sphincter chirp?
All of the trolls are correct, it's apple's "fault", better to be like say M$ and release a product with a 16% failure rate and just force customers to return for repair, damn the quality checks in place!
Why look at MSFT? Can you look at the recent flickering and jaundiced iMac screens?
eh, display issues for Mac have been an hotly concern since the first aluminium iMacs.
We have over 40 responses to this item, many of them debating the reasons for the limited supply of the iPad upon launch... and the launch hasn't even happened yet.
What ever happened to gathering as much information as possible before forming a conclusion?
Thompson
Different folks use different methods of grouping. I suppose you are one that hates it when someone uses the "," (comma) for the decimal delimiter also (as is done in a large part of the world outside the US)? If it is equivalent who cares - not everyone does it the way us "good old yanks" do it!
Because it reads as "one hundred thousand thousand" and the translation that is performed - however quickly - to "one million" is an unnecessary one. If it is intended to read "one million" then make it say "one million."
Did you have an issue with your 27" iMac - cause i haven't found anyone who has... There will always be a tiny percentage of electronic devices with faults, it's the nature of electronics and manual delivery of goods in the back of lorries...
It's well documented, and in an unusual change of ways, was confirmed by Apple in a public way. I did not have an issue because I didn't purchase one, I don't buy first runs of anything because of the manufacturing tweaks/bugs that need to be worked out.
T...... with a PEG of a mere 0.67 (based on consensus)!
Just letting the PEG trend toward unity .......
I have a couple of questions for you.
What is the meaning of the 'PEG' ratio (I know what the definition is; I am asking about its meaning and interpretation)? 'Consensus' of what? Earnings? P/E? PEG? If either of the latter, where you do you find that? What does a PEG ratio tell you that you could not glean from a P/E ratio? Finally, can you point to any credible empirical evidence that links PEGs to stock prices?
This is craziness.
We have over 40 responses to this item, many of them debating the reasons for the limited supply of the iPad upon launch... and the launch hasn't even happened yet.
What ever happened to gathering as much information as possible before forming a conclusion?
Wait till the complaints about OS crashes start...... tomorrow. Then it's on to the fact that only 118,000 of the 140,000 apps have been updated for the iPad (that's coming day after tomorrow).
I have a couple of questions for you.
What is the meaning of the 'PEG' ratio (I know what the definition is; I am asking about its meaning and interpretation)? 'Consensus' of what? Earnings? P/E? PEG? If either of the latter, where you do you find that? What does a PEG ratio tell you that you could not glean from a P/E ratio? Finally, can you point to any credible empirical evidence that links PEGs to stock prices?
All of these numbers are guidelines, a way of looking at relative valuations. None of them are linked to price empirically, since stock price itself is just a consensus of investor sentiments at any given time. A low PEG can be seen as sign of relative value, or it could be taken as a sign of bearish sentiments on the stock. It's up to the investor to make a guess which it is.
All of these numbers are guidelines, a way of looking at relative valuations. None of them are linked to price empirically, since stock price itself is just a consensus of investor sentiments at any given time. A low PEG can be seen as sign of relative value, or it could be taken as a sign of bearish sentiments on the stock. It's up to the investor to make a guess which it is.
I can point you to lots of literature on P/E ratios and stock prices. It is very well-studied.
More important, the P/E ratio has a very precise meaning and interpretation. (It can easily be shown that the Forward P/E ratio is specifically equal to 1/[rE - g], where rE is the expected return on equity and g is the expected long-run growth rate in earnings, which, in turn is a function of the reinvestment rate and ROE in the business).
The PEG, on the other hand, is a meaningless metric with no clear link to fundamentals such as cash flows (earnings), cost of capital (rE), growth (g), or ROIC (ROE). As far as I know, there is little or no academic research to back up the use of this metric for valuation purposes. (Do correct me if I am wrong). It is one of those metrics that a lot of people seem to throw around, but no one seems to explain, or more important, validate.
Wait till the complaints about OS crashes start...... tomorrow. Then it's on to the fact that only 118,000 of the 140,000 apps have been updated for the iPad (that's coming day after tomorrow).
Or the week after it really comes out and apple lowers the price
What's the problem? Is there a shortage of child labor in the Apple factories? Or did the fact that the number of people who "definitely want" the iPad dropped after they found out what the product is make Jobs decide he needed to work harder on his Jedi mind control kills, and put production on the back burner?
Do. Not. Want. In fact, after the multiple iTunes debacles and the AT&T iPhone lock-in, I don't ever want ANY Apple product.
Well, thank god you came over here to tell us! We were all stupid enough to think that we might still want some Apple products, but now we can all stop wanting 'em and go back to Microsoft. Thanks!
Availability of Apple's forthcoming iPad may be limited when it launches later this month, due to an "unspecified production problem" that could restrict the number of shipped units to just 300,000.
What I suspect happened is the Chinese workers at the plants making the iPad realized it's close to 100% completely made by machines and that would put so many of them out of work, so they sabotaged the assembly process or iPads somehow.
It could be that or Apple is playing a marketing trick by "selling out" early to induce demand.
Limit the initial supply. Increase demand.
Limit number of unhappy people when major problems pop up on a 1st generation product within the first week or two?
I can point you to lots of literature on P/E ratios and stock prices. It is very well-studied.
More important, the P/E ratio has a very precise meaning and interpretation. (It can easily be shown that the Forward P/E ratio is specifically equal to 1/[rE - g], where rE is the expected return on equity and g is the expected long-run growth rate in earnings, which, in turn is a function of the reinvestment rate and ROE in the business).
The PEG, on the other hand, is a meaningless metric with no clear link to fundamentals such as cash flows (earnings), cost of capital (rE), growth (g), or ROIC (ROE). As far as I know, there is little or no academic research to back up the use of this metric for valuation purposes. (Do correct me if I am wrong). It is one of those metrics that a lot of people seem to throw around, but no one seems to explain, or more important, validate.
I'm not sure what you are implying. None of these so-called metrics predict anything. They have precise meanings in terms of how they are calculated, but very imprecise interpretations.
What's the problem? Is there a shortage of child labor in the Apple factories? Or did the fact that the number of people who "definitely want" the iPad dropped after they found out what the product is make Jobs decide he needed to work harder on his Jedi mind control kills, and put production on the back burner?
Do. Not. Want. In fact, after the multiple iTunes debacles and the AT&T iPhone lock-in, I don't ever want ANY Apple product.
Curious then, why are you here?
Also, these 'Apple factories' you speak of are also 'Cisco' factories, 'Motorola' factories, 'Walmart factories' .. etc. Think of a big brand that you've bought and it probably has some manufacturing in a company like Hon Hai, if not Hon Hai itself. Go ahead, be Mike Arrington and stop buying stuff made in China.