Taiwan's tech companies banding together with Apple to take on Samsung

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Comments

  • Reply 41 of 128
    tcaseytcasey Posts: 199member


    paid blogger more like for samsung.

  • Reply 42 of 128
    jdnc123jdnc123 Posts: 233member

    Quote:

    Originally Posted by realpaulfreeman View Post



    I've long felt that there might be astroturfing of forums by certain Android vendors with attacks on Apple. I don't have any evidence for this, just a gut feel.



    This is based on the vehemence and passion with which the posters on these forums, eg: Wired and MSM tech news sites attack Apple. While I do regularly meet crazy Apple lovers in the street, I don't think I meet many or any users of said phones who are that passionate about what is basically, generally, just a phone or texting device to them.



    Where are these passionate lovers of Android, outside the forums? I suspect in a windowless room somewhere, funded by an astroturfing/marketing budget.



    What is more, I don't see HTC or Nexus users featuring much among these posters, it often seems to be the users of the products of a specific Korean company.


    If reference to me, i've said time and again, I love the products.  Own a lot, see them everywhere, people love Apple products no doubt.  My issues are purely management and lack of articulated go forward strategy.  Tim is going to get grilled by sellside analysts next week, he better be ready to give some answers or it will be a bloodbath.

  • Reply 43 of 128
    mstonemstone Posts: 11,510member

    Quote:

    Originally Posted by NelsonX View Post



    He, he, I might buy bellow 400$!


    If it drops below 400 look out below. It makes no sense but people tend to see round numbers as some sort of tipping point or milestone depending on which way the market is going. I'm thinking of jumping back in too. Not sure of the strike price though.

  • Reply 44 of 128
    genovellegenovelle Posts: 1,480member
    jdnc123 wrote: »
    New 52 week low for Apple.  Apple no longer the most valuable technology company in the world (IBM is based on enterprise value and Google will soon be more valuable also); $300 billion in value lost and counting.  Samsung near its all time high and growing earnings while Apple shrinks.

    Apple better do something to take on Samsung.  Jobs wanted to enter thermonuclear war with them.....Cook is sitting around doing nothing to go on the offensive and take the narrative back.  Current perception is Apple is playing catch up to Samsung which is an amazing thing to think given Cook has tens of billions in cash and all the resources in the world and can't come out with anything that creates any excitement or stems the bleeding for the worst drop in value in world history while the broader markets aren't also imploding.
    Why do you keep telling this lie about apple not being the most valuable tech company? Apple's cap is currently 381 Billion. The only company in the world tech or otherwise that is more valuable is Exxon at 382 Billion. IBM is only at 233.9 Billion not even close! Please stop spreading false information just because you don't care for Apple.
  • Reply 45 of 128
    mhiklmhikl Posts: 471member


    My oh my, what ever will happen when Apple removes the innovate button from Facsimile Sams' copy machine?

  • Reply 46 of 128
    dnd0psdnd0ps Posts: 253member

    Quote:


    Listen, I'm not going to respond to the name calling from you or others.


     


    1. They WERE the highest paid.  The value of those packages has dropped along with the stock.


    2.  I should have said it is expected that Samsung will make as much.  Further, Samsung is expected to sell 2x as many phones as Apple this year versus selling the same number not long ago.  Sure, they sell lower margin/cost/profit phones but they are indeed making it up on volume.


    3.  You don't understand the importance of the iPhone to this company if you are talking about macs moving the needle.


    4.  WAS good enough.  When they had the market to themselves.  When the competition was light years behind.  That is no longer the case, but you and Apple's management seem to think that is the case and that they need not change.  The market is saying Tim Cook is very, very wrong in that regard.  He has a chance to prove them wrong next week,  I'll be here when the stock drops to $350 after he guides the next qtr down - yet again and we can all discuss how the analysts did have it right and they did see this coming even before management team saw it or reacted.




    Listen, Apple has never been about making the most money. They make the best products, provide the best customer experience, it doesn't matter whether the stock price is at 700 or 400. It never has, and hopefully never will.


     


    The current stock price reflects market sentiments. A market dominated by trolls such as yourself, and Android fanboys, or people who expect iOS vs Android to be reminiscent of the PC vs Mac battle of the 80s.


     


    Apple's growth is perfectly healthy, and some might argue, stronger than it has ever been. I won't even bother going into specifics.


    STOCK PRICES ARE A POOR MEASURE OF A COMPANY'S PERFORMANCE.


    Hell, firing Ballmer would make more sense.

  • Reply 47 of 128

    Quote:

    Originally Posted by island hermit View Post


     


    I'm curious...


     


    Why do you think AAPL has lost so much value over the last year?



    I explained before.


     


    People (algorithms) that can't understand Apple's business model. For them Apple is always one step away to close doors.


    The stupid illusion that other OEMs are catching up while everyone (besides samsung, and because they dominate other areas) is losing money, close to losing money or closing doors already. Be it on PCs, tablets, smartphones and ecosystem.


     


    Also Apple sales are growing, even if market share is shrinking (the market exploded and those that decided to make lower quality devices sold more), but when rational people think about it, they see that Android users are changing to iOS (7 go to iOS from Android, 1 goes to android from iOS) and the market will saturate quickly, not to mention what i said in the first paragraph.


     


    Basically, if you are a good analyst (or stock "gambler") you are very very rich. Otherwise "you" have no relevance to give advices or something like that, like these analysts and keyboard warriors do.


     


    Apple lost nothing. Smart Shareholders lost nothing.


     


    Like a man that knew about this subject once said, you only lose when you sell.

  • Reply 47 of 128
    steven n.steven n. Posts: 1,229member

    Quote:

    Originally Posted by jdnc123 View Post


    >>Because analysts have never gotten Apple right? Ever.>>


     


    Oh come on Gundlach called this move when the stock was at $500-700.  Did he get it right?



    You can always find a minority that will get it right because they say what the others don't. Remember, you are talking about perception not the rare outlier.


     


    So what is it? Are you talking about common perception of the masses or the rare single individual?

  • Reply 49 of 128
    flaneur wrote: »
    Gazoobee is right, jdnc123 should just be totally ignored, since he hasn't got it by now. He either is incapable of having a good thought, or he's not for real, i.e., a shill. I think it's the latter.

    There is no such thing as a paid forum shill working for Samsung against their enemies.
    Oh wait, I mean there is:
    http://arstechnica.com/gadgets/2013/04/samsung-taiwan-marketers-allegedly-created-astroturf-smear-campaign-against-htc/
  • Reply 50 of 128
    jdnc123jdnc123 Posts: 233member

    Quote:

    Originally Posted by genovelle View Post





    Why do you keep telling this lie about apple not being the most valuable tech company? Apple's cap is currently 381 Billion. The only company in the world tech or otherwise that is more valuable is Exxon at 382 Billion. IBM is only at 233.9 Billion not even close! Please stop spreading false information just because you don't care for Apple.


    You are clueless.  You think the value of Apple the business is 381 billion?  No - that includes the cash they have.  So you net the cash off to determine 'value' of the underlying business.  Do that for Apple and IBM (plus net debt for IBM, Apple has no debt so its jsut take cash off mkt cap) and you will see that the underlying business....the people, the patents, the manufacturing, plants etc are valued higher at IBM than Apple than today.


     


    That is a fact.

  • Reply 51 of 128
    jdnc123jdnc123 Posts: 233member

    Quote:

    Originally Posted by Steven N. View Post


    You can always find a minority that will get it right because they say what the others don't. Remember, you are talking about perception not the rare outlier.


     


    So what is it? Are you talking about common perception of the masses or the rare single individual?



    Totally agree.  The other guy said no analyst had EVER been right on Apple.  I just named one to prove how silly a statement like that is.

  • Reply 52 of 128
    tcaseytcasey Posts: 199member


    thats great then apple can buy all the stock back and you toads can move onto something else to invest in..long live SJ...

  • Reply 53 of 128
    steven n.steven n. Posts: 1,229member

    Quote:

    Originally Posted by jdnc123 View Post


    Totally agree.  The other guy said no analyst had EVER been right on Apple.  I just named one to prove how silly a statement like that is.



    I said analysts. As in plural.  The collective whole.  The thing Mr. Market listens to. The consensus.


     


    BTW: Is there a way to fix the POS editor for the comments and get the "right-click" back? WHy do I want a "paste" as the only option when I right click on a mis-spelled word?

  • Reply 54 of 128

    Quote:

    Originally Posted by jdnc123 View Post


    You are clueless.  You think the value of Apple the business is 381 billion?  No - that includes the cash they have.  So you net the cash off to determine 'value' of the underlying business.  Do that for Apple and IBM (plus net debt for IBM, Apple has no debt so its jsut take cash off mkt cap) and you will see that the underlying business....the people, the patents, the manufacturing, plants etc are valued higher at IBM than Apple than today.


     


    That is a fact.



    Exactly. that's the perception of most shareholders and analysts. I mean, look at the P/E!


     


    And as the last 15 years have shown, almost every single one of them is stupid and clueless and simply wrong. And because of that, there's a 99,99999% chance that you are stupid and clueless too.


    I'm not offending, just using Mathematics. It's logic.

  • Reply 55 of 128
    tcaseytcasey Posts: 199member


    jdnc123 this is appleinsider not samsung liar...move on with bs.

  • Reply 56 of 128

    Quote:

    Originally Posted by pedromartins View Post


    I explained before.


     

    etc. etc. etc.


     


    Apple lost nothing. Smart Shareholders lost nothing.


     


    Like a man that knew about this subject once said, you only lose when you sell.



     


    So, in your opinion, the smart shareholders are the ones who didn't buy over, say, $450?


     


    Just so you know... at some point in a person's life, they do sell. If you happened to have bought at even $410 and you had to sell at this point... guess what.... you'd lose.

  • Reply 57 of 128
    kdarlingkdarling Posts: 1,640member

    Quote:

    Originally Posted by tcasey View Post



    there are def people on here doing PR for samsung and possible even google.


     


    I doubt it.  I've been online for decades, been a forum sysop, and have seen real trolls and astroturfers.  There's nothing like that here.


     


    First off, why would anyone care about this forum?  It's got a bad rep on the 'net as being full of insulting zealots.   Nobody can change the mind of a fanatic, so why waste time or money trying?


     


    Secondly, a inside campaign like that would use lots of usernames to make their comments look like some kind of widely popular thought.  Instead, all we see around here is the same old group of people debating every time, with an occasional newcomer.


     


    Finally, if you notice, there's no group of users bringing up Samsung or Google on their own.  What you do see, is the website itself constantly creating click bait headline threads to keep people online, with a few mods stirring up the pot now and again.


     


    Tin foil hats are unnecessary.  It's just the usual ad supported site methodology.

  • Reply 58 of 128
    jdnc123jdnc123 Posts: 233member

    Quote:

    Originally Posted by pedromartins View Post


    Exactly. that's the perception of most shareholders and analysts. I mean, look at the P/E!


     


    And as the last 15 years have shown, almost every single one of them is stupid and clueless and simply wrong. And because of that, there's a 99,99999% chance that you are stupid and clueless too.


    I'm not offending, just using Mathematics. It's logic.



    Well a number of them have said sales are slowing, that Apple can't deliver new products due to execution, pre-production issues, etc.


     


    You will sound very silly if Tim confirms that they were all correct.

  • Reply 59 of 128
    matrix07matrix07 Posts: 1,993member

    Quote:

    Originally Posted by jdnc123 View Post


    Well a number of them have said sales are slowing, that Apple can't deliver new products due to execution, pre-production issues, etc.


     


    You will sound very silly if Tim confirms that they were all correct.



    What is correct?

  • Reply 60 of 128

    Quote:

    Originally Posted by island hermit View Post


     


    So, in your opinion, the smart shareholders are the ones who didn't buy over, say, $450?


     


    Just so you know... at some point in a person's life, they do sell. If you happened to have bought at even $410 and you had to sell at this point... guess what.... you'd lose.



    So, in my opinion, smart shareholders are waiting for the shit storm to pass and haven't sold their stock, and haven't bought more when they realize how much Apple stock is far from the company performance.


    It's stupid to invest in Apple stock now, when Apple's performance has 0 impact on it. P/E of what?

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