iPad predicted to drive 50% of Apple's financial growth in 2011

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Comments

  • Reply 21 of 41
    bageljoeybageljoey Posts: 1,995member
    Quote:
    Originally Posted by Lancelot9201 View Post


    I like the concept of the ipad & all the apps that are being written for it but I can't convince myself to buy one until they up the memory (at least 128mb), add an hdmi port, front facing camera, add at least one usb port & do I dare say get some version of flash working on it...



    Don't worry, Dell will have exactly what you want--it's just around the corner...

  • Reply 22 of 41
    rhyderhyde Posts: 294member
    Quote:
    Originally Posted by Lancelot9201 View Post


    I like the concept of the ipad & all the apps that are being written for it but I can't convince myself to buy one until they up the memory (at least 128mb), add an hdmi port, front facing camera, add at least one usb port & do I dare say get some version of flash working on it. I never thought anyone would want an ipad with just 16meg of memory when these same people want more memory than that in their iphones. i realize Apple loves to under equipped their first releases but I was totally stunned when i saw the 64mb version retail for $800+. I honestly thought that people would be complaining like crazy at the lack of hardware & high retail pricing but boy was I wrong.



    Wow, I remember the days when people were expecting the iPad to sell for $999 or thereabouts (to as high as $2,000 according to some pundits).



    I also remember when the iPad was announced at $499 and how *stunned* everyone was at how low the price was.
  • Reply 23 of 41
    bugsnwbugsnw Posts: 717member
    Those of you waiting for the iPad to sport more ports have picked the wrong company and the wrong CEO. Steve jobs dreams of a solid state, completely sealed device. We are headed towards less wires and less holes.



    Unless fortunes took a bad enough turn that MS buys Apple. At that point, I would expect parallel ports to show up on the MSiPadZunePlus.
  • Reply 24 of 41
    newbeenewbee Posts: 2,055member
    Quote:
    Originally Posted by Dr Millmoss View Post


    Sorry for using round numbers. Six weeks, to be more precise. AAPL closed at $318 on October 18. Since then, it has literally gone nowhere. It has notably underperformed this week. In a week when the NASDAQ was up 3% and the S&P was up nearly 4%, AAPL rose just 1%. So it's not a question of standards, it's just a somewhat worrying trend, seeing AAPL stuck in a rut and pacing substantially behind the broader market in the short term.



    Thanks for the more accurate info ... I would say this 'tho .... if anyone is trying to "time" an investment over a short timespan like 6 weeks .... they will probably lose $$$$ more often that not. I can probably take any stock out there and handpick a 6 week timeframe to reach any conclusion I want. The more appropriate action is to think longer term and look for opportunities to be either a buyer and/or a seller as those opportunities arise. If you find that you are reacting to daily swings in the marketplace consistently .... probably means that you either don't have a "strategy" preformed .... or that the stockmarket may not be the place for you. Good luck either way.
  • Reply 25 of 41
    Quote:
    Originally Posted by newbee View Post


    Thanks for the more accurate info ... I would say this 'tho .... if anyone is trying to "time" an investment over a short timespan like 6 weeks .... they will probably lose $$$$ more often that not. I can probably take any stock out there and handpick a 6 week timeframe to reach any conclusion I want. The more appropriate action is to think longer term and look for opportunities to be either a buyer and/or a seller as those opportunities arise. If you find that you are reacting to daily swings in the marketplace consistently .... probably means that you either don't have a "strategy" preformed .... or that the stockmarket may not be the place for you. Good luck either way.



    I've held AAPL for over 13 years. Is that a long enough term for you? Does that make me sound like a market timer? Due to the fact that I've stuck with this stock for this period of time, by any reasonable definition, I am heavily over-invested. So it is wise for me at least to consider any signs that investor sentiments are beginning to shift away from AAPL. Looking at this week is not hand-picking, it's simply evaluating a market which rallied powerfully, without AAPL participating. I can't remember the last time that happened, can you?
  • Reply 26 of 41
    Quote:
    Originally Posted by newbee View Post


    Apple has increased 13.82% since Oct.4t/10 (278.64) ..... if that's being "stuck in a rut for two months" ....... I'm all for it. DJI = +5.51% .... Nasdaq = +10.29% .... Maybe your standards are a tad high ???



    That's right. AAPL is still outperforming the S&P 500 over the past six months. However, I do agree that AAPL is undervalued in general. This thing should be trading around $400, not $310.



    I picked up additional shares at $240 a few months ago to add to the ones I purchased in 2005.
  • Reply 27 of 41
    bwikbwik Posts: 565member
    AAPL will inevitably over-expand. The Mac platform (iLife, iWork) is already wearing thin, likely due to a lack of engineers. Nothing substantial has happened for 3 years. The laptops are beautiful though.



    The iPad is going like absolute stink. No idea why. It's far from "magical." I have one in the house and hardly touch it, although my elderly father is absolutely thrilled with it. It has its customer, who is not a power user.



    Especially worrisome is a huge retail footprint in diminishing-returns tertiary US markets. Go ahead and expand in China and India; Peoria, I dunno.
  • Reply 28 of 41
    Quote:
    Originally Posted by Dr Millmoss View Post


    As for AAPL, I wish investors were more convinced of these iPad profit numbers. The stock has been stuck in a rut for two months.



    Agreed, but I don't care about other investors. Shhh... let them nap for a while.



    Quote:
    Originally Posted by Dr Millmoss View Post


    ... Why AAPL is stuck and has fallen behind the broader market this week defies reasoning. But then, the market often does.



    Thank God the market doesn't follow reason, otherwise there would be fewer buying opportunities.



    Quote:
    Originally Posted by newbee View Post


    If you find that you are reacting to daily swings in the marketplace consistently .... probably means that you either don't have a "strategy" preformed .... or that the stockmarket may not be the place for you.



    Yeah Dr. Millmoss, the market probably isn't for you
  • Reply 29 of 41
    Quote:
    Originally Posted by Dr Millmoss View Post


    ... it's simply evaluating a market which rallied powerfully, without AAPL participating. I can't remember the last time that happened, can you?



    It's not that unusual. AAPL often diverges from the broad market. There have been many occasions in which money follows the herd for whatever reason, usually it's some perception of easy money elsewhere. If there's nothing particularly newsworthy from Apple, the price languishes. These occasions present opportunities for modest and fairly safe accumulation.
  • Reply 30 of 41
    With its glasses-less 3D display and three HD cameras, no wonder they will continue to be the leading pad producer.
  • Reply 31 of 41
    sdbryansdbryan Posts: 349member
    Quote:
    Originally Posted by bwik View Post


    AAPL will inevitably over-expand. The Mac platform (iLife, iWork) is already wearing thin, likely due to a lack of engineers. Nothing substantial has happened for 3 years. The laptops are beautiful though.



    The iPad is going like absolute stink. No idea why. It's far from "magical." I have one in the house and hardly touch it, although my elderly father is absolutely thrilled with it. It has its customer, who is not a power user.



    Especially worrisome is a huge retail footprint in diminishing-returns tertiary US markets. Go ahead and expand in China and India; Peoria, I dunno.



    Everyone is entitled to an opinion but some suffer from a reality deficiency. I don't know what "going like absolute stink" means but having the fastest adoption rate ever of any "new technology device" probably argues otherwise. You can also rest assured there are plenty of people more technically adept than you who agree with your father.



    But the more arguably fact deficient opinion is that the Mac platform is already wearing thin. Consider the fact that the Mac has outgrown the rest of the PC industry for something like the last 10 quarters in a row. The "halo effect" of the iPod, then iPhone, and now iPad is probably a major factor. The unprecedented success of the physical Apple Stores (as distinct from the online store) worldwide insures a continuing retail channel regardless of the trends in other stores. Finally, the imminent arrival of the Mac App Store will create another tidal wave of developer and consumer activity for OS X Lion and maybe even a little earlier. Apple's current small market share for the Mac gives it a huge opportunity for growth.
  • Reply 32 of 41
    newbeenewbee Posts: 2,055member
    Quote:
    Originally Posted by Dr Millmoss View Post


    I've held AAPL for over 13 years. Is that a long enough term for you? Does that make me sound like a market timer? Due to the fact that I've stuck with this stock for this period of time, by any reasonable definition, I am heavily over-invested. So it is wise for me at least to consider any signs that investor sentiments are beginning to shift away from AAPL. Looking at this week is not hand-picking, it's simply evaluating a market which rallied powerfully, without AAPL participating. I can't remember the last time that happened, can you?



    Relax man ... don't have a cow. If you read my post carefully, you'll note that I was speaking in generalities, not you specifically. That's why I used terms like: "if anyone" .... "they will probably".



    It would be presumptuous of me, or anyone, to give any individual financial advice without knowing their specific circumstances. It would not do me any good, for instance, in knowing that you've held stock in Apple for 13 years without knowing such things as: Did you accumulate all your shares at once or have you built up a supply over the years ... have you a "core position" that you leave alone while you go in and out of the market when beneficial with the rest of your holdings or do you consider all of your Apple stock as a "core position"..... etc, etc. ...



    For the record, I don't want you to answer these questions, as they are none of my business, but you can see, I hope, why I would not attempt to "advise you".



    If you took my post as "advice" to you personally, sorry for the misunderstanding ... but please, lighten up a little.



    As to Apple not "following the herd" ... if you do a google finance comparison chart for Apple, DJI and Nasdaq for the last few years you'll see that Apple has separated from the herd several times but really started to separate again in May of this year, so to see it start to get closer to the pack this last 6 weeks is not that unusual, imo. I believe, rightly or wrongly, that Apple will start to show some real strength as we move into the heavy retail buying season and as they get closer to reporting their next quarter.



    The one large negative, for me, is that Apple is heavily favored by the institutional crowd and, for the most part, they like to have a strong balance at year end, to justify bonus and commissions, etc. .... so at times they will sell off their winners and take profits off the table to make their books look better..... that would dampen the prices somewhat.



    For me personally, I'll most likely cut my position in half in late Dec, early Jan. and look for buying opportunities going into the summer. Good luck with whatever you decide to do.
  • Reply 33 of 41
    Quote:
    Originally Posted by Lancelot9201 View Post


    I like the concept of the ipad & all the apps that are being written for it but I can't convince myself to buy one until they up the memory (at least 128mb), add an hdmi port, front facing camera, add at least one usb port & do I dare say get some version of flash working on it. I never thought anyone would want an ipad with just 16meg of memory when these same people want more memory than that in their iphones. i realize Apple loves to under equipped their first releases but I was totally stunned when i saw the 64mb version retail for $800+. I honestly thought that people would be complaining like crazy at the lack of hardware & high retail pricing but boy was I wrong.



    Are you serious Flash! I got rid of this crock of [email protected](t on my MBP. Now it no longer gives me 3rd degree burns and I have a much speedier response time, and no annoying ads.

    Jobs was adamant that it will never appear, so far the proof is in the pudding.

    You sound like you have shares in Adobe.
  • Reply 34 of 41
    brucepbrucep Posts: 2,823member
    Quote:
    Originally Posted by bwik View Post


    AAPL will inevitably over-expand. The Mac platform (iLife, iWork) is already wearing thin, likely due to a lack of engineers. Nothing substantial has happened for 3 years. The laptops are beautiful though.



    The iPad is going like absolute stink. No idea why. It's far from "magical." I have one in the house and hardly touch it, although my elderly father is absolutely thrilled with it. It has its customer, who is not a power user.



    Especially worrisome is a huge retail footprint in diminishing-returns tertiary US markets. Go ahead and expand in China and India; Peoria, I dunno.



    apple is doomed



    60 percent of all humans have no direct access to apple devices .

    YET.



    So AAPL is innovate in a extreme way of each new device gets all the new upgrades . and so forth .

    so the ipad got all the cool MBP STUFF AND MBA got all the innovative stuff from the ipad .

    looks like design teams create for 4 platforms at once ,

    aapl is one

    andriod is scores of companies





    APPLE is DOOM



    as for i-life > iworks and the rest we just got some belated upgrades and more will come .







    9
  • Reply 35 of 41
    I keep hearing how micro-payments are supposed to take off in 2011 and payments through a persons cell phone are something that either already is ( in parts of Asia ) or soon will possible. Now Apple already processes the payments for apps, what if they positioned the iPhone as a micro-payment client, where Apple processed the payments effectively making it so that a person wants a coffee and pays for it through their phone. Apple takes a processing fee. Something like that would require a large amount of cash to start, Apple has $51 billion, and the ability to process dozens of transactions per phone per day, massive data centers. Gee I wonder how long it would take Appke to make back that $51 billion investment? Especially when everything with an iOS or a MacOS can be used to buy stuff, iPads, iPhones, being the most logical, with iPod touchs a close third. My guess is that with a small processing fee on every transaction, and remember we are talking about Asia, Apple could make back that $51 billion in less than a couple years. But they may not need to back that operation with the whole $51 billion, maybe only need to utilize much less.



    Apparently this could be the crux of Apples' interest in online publishing. That would fit the Apple model, swimming up stream, instead of providing something for free charge people for it and provide the customers with greater value, and the advertisers with access a more targeted audience.
  • Reply 36 of 41
    Quote:
    Originally Posted by john galt View Post


    It's not that unusual. AAPL often diverges from the broad market. There have been many occasions in which money follows the herd for whatever reason, usually it's some perception of easy money elsewhere. If there's nothing particularly newsworthy from Apple, the price languishes. These occasions present opportunities for modest and fairly safe accumulation.



    Not often, in my experience, at least not recently on the downside. I suspect that investors are still shaking off the hangover from the last earnings announcement, and won't get happy again until the next one -- provided Apple can at least meet expectations for iPad sales. Analyst enthusiasm doesn't seem to be helping, which is not typical behavior for this stock.



    Quote:
    Originally Posted by newbee View Post


    Relax man ... don't have a cow. If you read my post carefully, you'll note that I was speaking in generalities, not you specifically. That's why I used terms like: "if anyone" .... "they will probably".



    It would be presumptuous of me, or anyone, to give any individual financial advice without knowing their specific circumstances. It would not do me any good, for instance, in knowing that you've held stock in Apple for 13 years without knowing such things as: Did you accumulate all your shares at once or have you built up a supply over the years ... have you a "core position" that you leave alone while you go in and out of the market when beneficial with the rest of your holdings or do you consider all of your Apple stock as a "core position"..... etc, etc. ...



    For the record, I don't want you to answer these questions, as they are none of my business, but you can see, I hope, why I would not attempt to "advise you".



    If you took my post as "advice" to you personally, sorry for the misunderstanding ... but please, lighten up a little.



    As to Apple not "following the herd" ... if you do a google finance comparison chart for Apple, DJI and Nasdaq for the last few years you'll see that Apple has separated from the herd several times but really started to separate again in May of this year, so to see it start to get closer to the pack this last 6 weeks is not that unusual, imo. I believe, rightly or wrongly, that Apple will start to show some real strength as we move into the heavy retail buying season and as they get closer to reporting their next quarter.



    The one large negative, for me, is that Apple is heavily favored by the institutional crowd and, for the most part, they like to have a strong balance at year end, to justify bonus and commissions, etc. .... so at times they will sell off their winners and take profits off the table to make their books look better..... that would dampen the prices somewhat.



    For me personally, I'll most likely cut my position in half in late Dec, early Jan. and look for buying opportunities going into the summer. Good luck with whatever you decide to do.



    I read your post carefully, and it was phrased as a response to mine. So, no cows in view from here. No plausible deniability from you either. But never mind, to the subject: If you will read my post (care not even required) you will note that I have only referred to the last six weeks when AAPL has gone flat, and to the last five days, when AAPL failed to participate in a broad market rally. Institutional position adjustments typically occur at the end of quarters, which early December is not. This leaves us trying to explain it, if we're interested.



    I don't ask for investing advice, and I don't give any. I also don't offer predictions -- not on these boards, not anywhere. I also don't need to be directed to studying AAPL's chart, and it's frankly a little insulting that you've suggested it, even knowing now how long I've been investing. I also don't talk about my investing strategy, if only because it's nobody's business but my own, specific to my needs, and even to disclose it would imply making investment advice. The only point I was interesting in discussing was the one I raised.
  • Reply 37 of 41
    newbeenewbee Posts: 2,055member
    Quote:
    Originally Posted by Dr Millmoss View Post


    I read your post carefully, and it was phrased as a response to mine



    It was posted in response to you ... that's not the same as being phrased



    Quote:
    Originally Posted by Dr Millmoss View Post


    No plausible deniability from you either



    None required

    Quote:
    Originally Posted by Dr Millmoss View Post


    Institutional position adjustments typically occur at the end of quarters, which early December is not.



    somewhat true, as more people guess/predict on how healthy the previous quarter was ... but you are failing to recognize the fact that a lot of performance bonus $$ are paid at the end of a calendar year .... which December is.

    Quote:
    Originally Posted by Dr Millmoss View Post


    I have only referred to the last six weeks when AAPL has gone flat, and to the last five days, when AAPL failed to participate in a broad market rally.



    Again ... to try and "read something" into a 5 day or 6 week timeframe while ignoring what happened in the previous 6 to 12 months is a disaster waiting to happen. Apple broke away from the herd in a big way since May .... it is now "taking a breather", otherwise known as "taking some profit off of the table" and allowing the rest of the herd to somewhat catch back up with it. Is that something to worry about? .... maybe, if you don't have an exit strategy all ready planned , presumably when you bought the stock. As I said before .... day to day gyrations in the stock market will drive you crazy ... if you don't have a predetermined strategy to guide you.

    Quote:
    Originally Posted by Dr Millmoss View Post


    I don't ask for investing advice, and I don't give any. I also don't offer predictions



    "I suspect that investors are still shaking off the hangover from the last earnings announcement, and won't get happy again until the next one. ....... hmmmmm I dunno .... starting to look like a prediction here, boss.

    Quote:
    Originally Posted by Dr Millmoss View Post


    The only point I was interesting in discussing was the one I raised.



    Interesting choice of words, if you're interested.

    Quote:
    Originally Posted by Dr Millmoss View Post


    I also don't need to be directed to studying AAPL's chart



    Apparently you do. imho.



    To wind this up I'll say only this. You're starting to sound like the wife who asks her husband: "Does this dress make me look fat" ? If you don't want an answer ... don't ask the question. Now I'll do what most smart husbands do when confronted with "the question" .... I'l ignore it and go out for a coffee.
  • Reply 38 of 41
    Everything about your post is insulting. Let me know when or if you're interested in actual discussion.
  • Reply 39 of 41
    Quote:
    Originally Posted by island hermit View Post


    I can hardly wait to see what surprises the next gen iPad will bring to the table. Apple knows that it will have drive sales to new levels, I'm sure the market is not even close to being saturated. It'll be interesting to see if they keep gen one on the shelves at a lower price point; something tells me they won't for fear that it would cannibalize the new model.

    (forgive there being no silly comment about DaHarder)





    Quote:
    Originally Posted by island hermit View Post


    I can hardly wait to see what surprises the next gen iPad will bring to the table. Apple knows that it will have drive sales to new levels, I'm sure the market is not even close to being saturated. It'll be interesting to see if they keep gen one on the shelves at a lower price point; something tells me they won't for fear that it would cannibalize the new model.

    (forgive there being no silly comment about DaHarder)





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  • Reply 40 of 41
    newbeenewbee Posts: 2,055member
    Quote:
    Originally Posted by Dr Millmoss View Post


    Everything about your post is insulting. Let me know when or if you're interested in actual discussion.



    I see you've decided to use the old ...." When you've got nothing to offer ..... offer them nothing" reply. Well played Sir, well played.
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