Apple's iPad, iPhone face flagging growth as conventional markets reach saturation

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  • Reply 21 of 150

    I just bought 2 new IPad air's 1 yesterday for my daughter who is in college and today one for me. I think there are still lots of people who don't have one will still purchase one.

  • Reply 22 of 150
    jungmarkjungmark Posts: 6,926member
    maestro64 wrote: »
     This is a perfect example of how Statistics lie, They trying to show that Lenovo is growing faster than anyone so they are better, they make this statement in a article which talks about a saturated market, which is probably a true statement since everyone who plans to buy have bough at the particular price point. But Lenovo could have sold 1 last year and 325 this year and had a growth of 325%, so which number are you more in pressed with, selling 325 and 325% growth or 26M and 10% growth, which company do you want to work for.

    before anyone goes nuts, I know Lenovo sold more than 325 units, but when you numbers are small in a big world small increases can be shown as large % if you do not know the numbers behind the %, remember statistician use the % sign to hide the real numbers and they do not want you looking at the guy behind the curtain.
    Technically if you sell 325 after selling 1, it's 32,400% growth. But I agree with the words.
  • Reply 23 of 150
    sog35 wrote: »
    Wall street does expect 10-15% growth with a PE of 13-15

    With ZERO growth then the PE will be about 11-12 which is $440-$480.

    Add in dividends and Apple is fairly priced at about $500-$520 with ZERO growth

    The problem is Apple could go BELOW zero growth as they did in 2013.  Thus the stock could rightfully be at $400-$450

    Exactly. It blows my mind people on this site have such a hard time understanding this. Apple isn't Doomed, but AAPL isn't quite as clear.
  • Reply 24 of 150
    Quote:

    Originally Posted by jungmark View Post



    Um...China.



    Quote:
    Originally Posted by jfc1138 View Post

     

    ^this^

     


     

    Unfortunately, Apple's flat guidance for next quarter despite the new China deal have some people questioning how much growth Apple will actually see.

  • Reply 25 of 150
    Quote:

    Originally Posted by maccherry View Post



    Wall Street plays this twisted game where everything has to grow all the time. And that's the problem with publicly traded companies. They are pimped to always grow and grow.

    Apple needs to become a private company.

     

    Inflation is the reason why everything has to grow all the time.

  • Reply 26 of 150
    rogifanrogifan Posts: 10,669member
    If someone is concerned about Apple's growth or Tim Cook as CEO then sell your stock and go buy Google or Amazon rather than coming here and throwing a temper tantrum because you've taken a bath on your Apple investment.
  • Reply 27 of 150
    WOW, are these people just recycling last year's articles. This was the same junk I read last year around this time. These people need to invest in some new "crystal balls".
  • Reply 28 of 150
    rogifanrogifan Posts: 10,669member
    mistercow wrote: »
    Unfortunately, Apple's flat guidance for next quarter despite the new China deal have some people questioning how much growth Apple will actually see.
    Except Apple made it clear on the conference call that the China Mobile roll out would take time.
  • Reply 29 of 150
    jfc1138jfc1138 Posts: 3,090member
    Quote:

    Originally Posted by mistercow View Post

     

     

    Unfortunately, Apple's flat guidance for next quarter despite the new China deal have some people questioning how much growth Apple will actually see.


    That will be timed to China Mobile's new network at least in part, a network still being rolled out. Given the poisonous atmosphere I'd prefer a bit of caution as the new country unfolds rather than get more of the (unwarranted, IMHO) "flop" screeching as has surrounded the 5c. 

  • Reply 30 of 150
    rogifanrogifan Posts: 10,669member
    aaarrrgggh wrote: »
    Exactly. It blows my mind people on this site have such a hard time understanding this. Apple isn't Doomed, but AAPL isn't quite as clear.
    Then get out of AAPL and put you money somewhere else. I'm invested in AAPL but in a lot of other equities too. And for anyone that has most or all of their eggs in the AAPL basket, well that's just stupid.
  • Reply 31 of 150
    Originally Posted by sog35 View Post

    But if Cook keeps messing up this stock will never see $700 or $600 or even $500 again.


     

    The fourth best quarter of any company in human history and selling more devices than ever before is “messing up” now?

  • Reply 32 of 150
    rogifanrogifan Posts: 10,669member
    The fourth best quarter of any company in human history and selling more devices than ever before is “messing up” now?
    Someone just lost a boatload on Tuesday and is throwing a temper tantrum. Rather than temper tantrums they should just cut their losses and move on to something else.
  • Reply 33 of 150
    Originally Posted by Rogifan View Post

    Someone just lost a boatload on Tuesday and is throwing a temper tantrum. Rather than temper tantrums they should just cut their losses and move on to something else.

     

    Or wait the two weeks until the stock goes back above where it was. <img class=" src="http://forums-files.appleinsider.com/images/smilies//lol.gif" />

  • Reply 34 of 150
    Quote:
    Originally Posted by Rogifan View Post



    Except Apple made it clear on the conference call that the China Mobile roll out would take time.

     

    With the most ever activations in a Chinese iPhone introduction you'd think there would be a bit more of a bump to the 2nd fiscal qtr... it doesn't matter if they are in only 16 of the 300 cities.

     

    ... and aren't those initial 16 cities the largest by far? 

  • Reply 35 of 150
    dasanman69dasanman69 Posts: 13,002member
    rogifan wrote: »
    Apples sold 77 million iOS devices last quarter, the highest ever and we're supposed to believe the market is saturated?

    How many were new buyers? It's only natural that growth will slow down. A huge tree grew exponentially at first at once it reaches a certain size that growth slows down substantially but it still remains a huge tree that's only getting bigger.
  • Reply 36 of 150
    dasanman69dasanman69 Posts: 13,002member
    rogifan wrote: »
    Someone just lost a boatload on Tuesday and is throwing a temper tantrum. Rather than temper tantrums they should just cut their losses and move on to something else.

    They lost on paper, it only becomes a real loss if they sell. The smart ones will ride this out, and if they're really smart buy more stock.
  • Reply 37 of 150
    Quote:

    Originally Posted by Maestro64 View Post

     

     This is a perfect example of how Statistics lie, They trying to show that Lenovo is growing faster than anyone so they are better, they make this statement in a article which talks about a saturated market, which is probably a true statement since everyone who plans to buy have bough at the particular price point. But Lenovo could have sold 1 last year and 325 this year and had a growth of 325%, so which number are you more in pressed with, selling 325 and 325% growth or 26M and 10% growth, which company do you want to work for.

     

    before anyone goes nuts, I know Lenovo sold more than 325 units, but when you numbers are small in a big world small increases can be shown as large % if you do not know the numbers behind the %, remember statistician use the % sign to hide the real numbers and they do not want you looking at the guy behind the curtain.


     

    And this is a perfect example of twisting the facts. Lenovo is one of the top five (maybe higher) computer manufacturers in the world, certainly in the same league as Apple.

  • Reply 38 of 150
    rogifanrogifan Posts: 10,669member
    dasanman69 wrote: »
    How many were new buyers? It's only natural that growth will slow down. A huge tree grew exponentially at first at once it reaches a certain size that growth slows down substantially but it still remains a huge tree that's only getting bigger.
    And that's the key....once you get so big expecting huge growth (at least in existing product lines) is ridiculous. That's why I said in other threads that Apple needs new revenue streams, and needs to grow iPad into more than what it is now. I have no doubt that's what Cook and team are working on.

    And for everyone we is bitching about Cook...I guess the one they really need to be upset with is. Jobs. Jobs made Cook CEO and is responsible for the executive team Apple has. If you think they're not doing their job then obviously Jobs didn't do a very good job picking an executive leadership team, or in succession planning,
  • Reply 39 of 150
    pazuzupazuzu Posts: 1,728member
    You buy one $700 newspaper/mag/book reading device and that's enough.

    And then there's the never ending sync issue now.
  • Reply 40 of 150
    sog35 wrote: »
    People said the same thing when it dropped below 700
    then 650
    than 600
    than 575
    than 550

    Personally I'm getting out ASAP.  Once I can get a decent exit about $530.  I will stay out until they release an amazing product.

    When do you think it will hit 530 again? Next year? By then they will have released the next new thing...right?
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