gmgravytrain

Fair-weather investors certainly frighten easily.  I wonder if most of Apple's investors buy shares on margin and that's why they're desperate to dump their shares.  I'm not concerned as long as Apple is buying back plenty of shares on the cheap.  I'm eagerly waiting for the number of outstanding shares to fall below 15B.  I've owned my shares for over 20 years, and I'm not selling.  I'll ride this downturn as I did all the previous downturns, and I expect Apple to recover at some point.  I'm retired, and I don't live paycheck to paycheck.  My passive income isn't being affected by this tariff panic.  Hopefully, things will calm down later this year.  Many people were saying Warren Buffett was a fool for dumping a large chunk of his Apple stock, but Berkshire Hathaway now has plenty of cash to buy any stocks they choose.  Tim Cook has plenty of work to do to restructure the Apple supply chain.  I wish him the best of luck.  Wall Street may have given up on Apple, but I haven't.  I'm not smart enough to understand all of this tariff stuff, but I hope Apple is able to find ways to lessen the damage.

canukstorm said:

ericthehalfbee said:

Why would Microsoft want to embarrass themselves (and their ARM devices) by allowing Windows on an M1 MacBook that will massively outperform their own devices?

Under Nadella, MS stopped being a Windows company so I don't think they care.

Microsoft is doing just fine as a cloud company.  I wonder if they're even making much money from Windows as there must be a huge amount of pirated copies by now.

Outsiders don't know what's going on internally at Apple.  Why would outsiders want people fired when they don't know the cause of the delays?  That's so selfish and inconsiderate.  Employees may be working very hard to sort things out and if they run into problems, they shouldn't be fired for that.  I don't think Apple should attempt to rush incomplete products to consumers.  If Apple made a mistake in thinking they could finish a product on time, I suppose it can't be helped.  I'm not going to accuse Apple of scamming consumers, as I don't know that for certain.  I'm not concerned or angry because I'm not buying Apple products for A.I. features.  I'm mainly interested in the hardware quality.  I'm happy using Apple products, and I think Apple does a lot more good than bad.  That's just my opinion as an Apple computer owner since the Mac 128.  In this tough economy, I sure don't want employees fired, especially if they can't find replacement jobs.

Epic lawsuit, POTUS tariffs, and lack of A.I. has hammered Apple's share price significantly.  If good things come in threes, then so do bad things.  Apple took the worst beating of all the Mag 7 stocks, by a wide margin.  Why did Apple have to get singled out in the tariff conflict?  Being punished for building iPhones in another country and exporting them here is unfair.  Many companies do that, including Tesla with their vehicles.  Oh, well... We have the rest of the year ahead of us and hopefully, Apple will be able to recover somewhat.  Apple is a great company, and they'll figure out something to get investors back.

So much for going to the Apple website and clicking on the AppleCar product section.  I'm sure Elon Musk is laughing harder now than when he became the richest man on the planet.  It's already game over for Apple when it comes to EV sales.  I can understand why Wall Street is going to put most of its money into Tesla rather than Apple.  Big investors are far more excited over EVs than smartphones because share gains will be much higher for Tesla than Apple.  EVs have replaced cloud storage as the low-hanging fruit for making unlimited revenue.  Apple has now missed out on both.  For every Tesla Model S Plaid Plus sold, Apple will have to sell 100 iPhone 13 Pro Max units.  Apple shareholders are not going to be happy with that thought.  Tesla has now secured the necessary investor mindshare to permanently have a P/E of 1400.  Apple will struggle to hold a P/E of 40.  Musk wins again as the CEO with the Midas Touch.

sirlance99 said:

lkrupp said:

This is all bullshit. Apple is Doomed™ and everybody knows it. Why does AI keep lying to we the doomed users?

Why do you care so much? In the big scheme of things, it really doesn't matter. 

Something like that would or should matter to shareholders.  No shareholder wants to own stock in a doomed company even if it's just implied.  It makes an already volatile company even more financially volatile.  Apple with that huge cash reserve should be stable as a rock but is far from it.

rogifan_new said:

dick applebaum said:

BTW, AAPL stock indicates the market was iot too impressed with today's preso.

Microsoft was down yesterday and is also down today. I'm guessing this is not really about product announcements. Though with Apple sentiment is so shitty who knows. If my Twitter feed is any indication we're back to 2013 when people were calling for the board to fire Tim Cook.

Microsoft already took a healthy jump on earnings, so most likely some shareholders are profit-taking.  If you take the time to compare share gains between the two over the last 52 weeks you can easily see Microsoft is gob-smacking Apple quite handily.

I guess it doesn't seem odd to you that each time Apple introduces a new product or new service the stock takes a dive.  Does that make any sense at all?  If a product was good, shouldn't that boost the value?  If Elon Musk put a new logo on the Tesla the stock would jump 5%.  There really does seem to be something wrong with Apple but whatever it is seems to be completely overlooked by Apple bulls which are now in the minority.  Big investors want results and Apple doesn't seem to be able to produce that.  It's a known fact Tim Cook is despised by Wall Street for being a wimp of a CEO.  Apple, a company sitting on hundreds of billions of dollars in reserve cash isn't doing much better than a tech company sitting on tens of billions of dollars and it just seems strange.  I'm a long-term shareholder and I can't figure out the company's direction except to try to sell more iPhones into a totally saturated Android smartphone market.  I just don't get it.  Why neglect Mac desktops?  Make them great and I'm sure consumers will buy them.

Oh, well. Tim Cook voicing about another issue that's going to create more haters of Apple. I guess I thought tech companies pretty much stayed neutral or silent about what's going on in the world.

Too bad it's not going to benefit Apple's value any signficant amount. If one of Tesla's rivals' cars had some huge problem, Tesla stock would have been up 20% by now. With Apple, shareholders might see a 2% share gain over the quarter from Samsung's problems. Still, Apple shouldn't have to depend on another company imploding to get decent sales and the Galaxy Note 7 is only one product in Samsung's huge smartphone arsenal. It appears all the innovation Samsung put into the Note 7 has somewhat backfired on them. Maybe it's not all that wise to rush products to market just to beat out a rival. I'm just saying this in hindsight because it didn't turn out very well for Samsung this time around. I've never really understood that quick-charging tech. It seems somewhat risky unless there's some circuit that really monitors everything happening to the battery. Whatever. Samsung will definitely fix the problem before the Galaxy Note 8 is announced and consumers will probably rush out to buy it due to pent-up demand.

I've got a lousy hunch Apple is going to under-perform all other tech stocks as far as share gains again in 2016, including Microsoft. All of Apple's value seems to hang upon how many iPhones can be sold and this year isn't going to cut it. Why can't Apple manage to diversify like other tech companies? It's almost certain Apple isn't going to make any major acquisitions and it will probably need to in order to boost the value of the company. I'm not blaming Apple for not being able to sell more iPhones because I know the smartphone market is mostly saturated. I just don't understand why they didn't start a cloud computing business like all the other tech companies did. Wall Street seems to think that every company with cloud services is going to do well and that leaves Apple out in the cold. It's just that the other tech companies make gains so easily while Apple struggles just to gain a $1 in a week. It seems so odd how Apple always comes out on the bottom as far as the big investors are concerned. Apple should at least try to do something to attract investors other than trying to sell more iPhones. Of all the major tech companies only Apple can't lose the doom and gloom surrounding the company. There has to be a reason for that.