poksi
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applesauce007 said: rogifan_old said: I figured this was going to happen when Google shot up after Facebook announced earnings. Wall Street loves so-called services companies right now, especially ones with little exposure to China. …
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sog35 said: Just sold a ton of my shares. I won't buy a single share back until Cook is fired. It is unforgivable that a company can lose $250 billion in market cap TWICE in 3 years during a Bull market. I still hold 900 shares, but hold li…
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josu said: poksi said: "... it wouldn't hurt noting that the only service Apple does nowadays is reselling IP...." IP => Intelectual Property. Last time I checked apps and music were exactly that. Ignoring conveniently everyth…
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awilliams87 said: rogifan_old said: Bullshit. 90% of Google's revenue is advertising. That hasn't changed. Wall Street got all nervous in 2013 when Samsung was the bogeyman. Now everyone is panicking saying Apple has to pivot to so-c…
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josu said: jason98 said: Daring fireball just posted a link to a fancy analysis: https://kirkburgess.wordpress.com/2016/02/01/apple-inc-going-for-free-within-8-years/ I believe buybacks is a very powerful option. You should be awar…
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josu said: poksi said: Apple does not convey anything for that period ahead or even less. Others don't do much either, but they do more for sure. 1. It's quite opposite. Apple cares about short term profits too much which omits the…
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josu said: poksi said: Absolutely agree. It's obvious that they can't secure sustainability by monetising the market share (which is not even that big, to be honest) by themselves, yet they don't reach out on the market to acquire …
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macarena said: This is a solid lesson to Apple - that the Market doesn't only care about how much money you are making. It is bothered a lot more about the sustainability of how much money you are making. And Apple, with its own policies, is…
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sog35 said: lowededwookie said: Apple doesn't need to do anything at all. It cares ZERO for investors. If all the investors in AAPL up and died (and some of them seem like they should) Apple would cry zero tears for them. Apple doe…
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brucemc said: poksi said: big pile of cash saved for rainy days is exactly what bothers market and investors. Let me know when you have sold any Apple shares you have and gone all in with Alpha-Gooogle-bet. Vauu, that's reall…
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bcode said: Well sure, with GOOG's inflated P/E rating of 31.70 compared to Apple's undervalued 10.26. Wall Street hates Apple's secretive business model and always has. I agree that GOOG is inflated, but generally. All of them are. Rel…
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jameskatt2 said: anantksundaram said: People can spin it any way they want, but this is just not good news. The market currently has absolutely no confidence in Apple's ability to generate value from future growth opportunities. And, w…
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brucemc said: poksi said: big pile of cash saved for rainy days is exactly what bothers market and investors. Let me know when you have sold any Apple shares you have and gone all in with Alpha-Gooogle-bet.
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josu said: poksi said: Google is in the business of selling the information. Apple is in the business of selling the product with some services. Apart from music and the apps, they are not very good in anything else and even here it…
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r4d4 said: This is bad news. wall street knows that minor spec bumps on pc's and same ol thing each year isn't sustainable. iPhones sales are down because the S model was a minor upgrade. 3D touch is a gimmick. yes, it's fater, but that's …
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anantksundaram said: poksi said: Have you perhaps at any point considered that there's nothing else to talk about apart from "dollar vs. yuan" and stuff? I have, and you're utterly wrong. Apple has incredible talent, incredible des…
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brucemc said: While we need to see if Alphabet holds all of those gains tomorrow to see if they hold the "crown" for long, I personally think Apple would benefit by being out of the number one spot (e.g. target) for awhile. Let Alpha-Google…
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rogifan_old said: poksi said: Doing the "dumb" things is exaclty what Apple should do, not because of Wall Street, but because of the future sustainable growth and existance. They need to find new revenue streams based on huge and lo…
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jdnc123 said: anantksundaram said: People can spin it any way they want, but this is just not good news. The market currently has absolutely no confidence in Apple's ability to generate value from future growth opportunities. And, we …
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rogifan_old said: I figured this was going to happen when Google shot up after Facebook announced earnings. Wall Street loves so-called services companies right now, especially ones with little exposure to China. Not sure there's much Apple…