ruggedchess
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Your comments are right on Daniel. The market will eventually value Google, Microsoft, and Apple in accordance with their actual results. Right now science fiction sells for higher value than science. Those buying Microsoft seem to believe the decli…
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MSFT posts a decline in net income and revenue and the stock jumps 10% to a 15 year high. Will investors be rational on Tuesday night regarding AAPL, or will they look at seemingly impossible growth for a company of its size and say: Well they misse…
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A tax policy that encouraged Multinationals to invest in the US would make an impact on the choice of where to invest. Today with up to a 35% hit to use cash earned from sales in China or the other Asian nations, companies have a tough time justif…
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Henry Ford once said, "If I'd have asked customers what they wanted, they would have said...a faster horse." This is one of those situations.
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Still find it shocking that our Government has a corporate tax policy that encourages income made outside the US to stay outside the US and be reinvested somewhere other than the US. Strangely this tax policy was initially enacted during the Reagan …
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Tim must be in Washington to talk with Congress about the mechanics of a repatriation tax holiday that is in the works. Apple will be the largest beneficiary in the world from the Holiday.
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Apple has encountered one of the inevitable tradeoffs in designing things to be ever thinner-- the reality of basic structural mechanics. With the cross section of the 6Plus being as thin as it is and no curved shape to add rigidity (it lies flat), …
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If original's Microsoft number is correct, then Apple actually has the highest all time market cap at $668B in September of 2012. See: http://seekingalpha.com/article/2405845-apples-eps-and-all-time-high-are-higher-than-you-think
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Ben should check the Price to Earnings multiple of MSFT circa 1999-2000 vs the PE of AAPL at its supposed pseudo-peak in 2012. MSFT was about 60. At an equivalent PE at its peak, Apple would be range bound for the next decade at a share price of $20…
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While Kuo is one of the most accurate analysts out there, last year at about the same time he gave a similar prediction about the ipad mini with retina display. Turned out supply was constrained, but the retina mini did launch in late 13. Even the b…
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Amazon went the opposite direction of most with their original razor-razorblade business model for the Kindle. They charged outrageous prices for a simple black and white ereader and sold the books for a loss. For a couple of years, Amazon extract…
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Amazon went the opposite direction of most with their original razor-razorblade business model for the Kindle. They charged outrageous prices for a simple black and white ereader and sold the books for a loss. For a couple of years, Amazon extract…
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I used to like Samsung and was somewhat of an advocate for their LCD/LED and appliance products. Their conduct in this fight with Apple, and their blatant disregard for the intellectual property of Apple and other companies has totally turned me off…
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Rubin's tweet is about device activations of any and all android devices. Not only are the android smartphones fragmented, the android devices fill a vast variety of definitions. For example some are multiple-touch, many are not. A comparison of thi…