andyzaky
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Quote: Originally Posted by melgross Well, the thinking is that Amazon can't maintain its growth unless they do something with the Kindle and e-books, as they may lose their early lead. Apple, I believe, has a long way to go. Long way these da…
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Quote: Originally Posted by Dr Millmoss Or AMZN, better yet. One thing you learn being an AAPL investor over time is, no matter what else happens, the markets are never going to be fully convinced that Apple's success story can continue. /agre…
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Quote: Originally Posted by melgross I agree with that. as prices go up, at some point, we see a compression. I've been trading since I was 13 in 1963, and I've seen a lot of that happen. I find it amusing that when a recession hits, people lo…
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Quote: Originally Posted by melgross Oh, I know you're aware. I've been following your analysis since you started. It's very good. I'm just wondering where the "irrational" came from. Which price, the current one, or the one during the height (if…
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Quote: Originally Posted by melgross It's not irrational, unless you're talking about the big drop rather than the current price. I was fortunately able to buy more at about 80. Have you looked at the P/E? It's 20. That's not high at all for a gr…
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Quote: Originally Posted by siromega So by the numbers given and some extrapolation on my part (40% earnings growth in 2011, 2012), Apple could have $100B in cash as early as the end of 2012 (net income + 3% return on cash), barring any major (mu…
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Quote: Originally Posted by ezduzit what an inane jerk who is a ucla product. calif is full of half wits. to mix the word 'drug' into your treatise negates everything else you have to state. apple may have questions, but pushing drugs i…
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Quote: Originally Posted by defenderjarvis Andy, In a too-long post (post #85) I offered an IMHO view of why iPod sales are flat. iPods sell like mad, but because of intense pressure from Wall Street, ?flat? doesn?t cut it. The Street unrea…
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To Defenderjarvis: I don't think the iPod should discontinued nor do I make any such argument. The halo effect is still very much alive and well. The iPod does benefit Apple in a variety of ways, but its not longer Apple #1 source of revenue w…
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Quote: Originally Posted by chano You're simply missing the point Andy. Apple is selling more iPods today than all other products combined. Most of them are buried in the value proposition of the devices they are embedded in. I buy an iPhone bec…
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Quote: Originally Posted by ruoppster what the real point is that even though iPods have gone down in price over the years they account for more money in Q1 2010 than in Q1 2006. Even if the percentage is less the fact is Apple is making so much…
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Ok. I'm having somewhat of difficultly trying to understand how the simplest concepts in this article are so misunderstood. I'll try to outline here in a very basic summary: Point 1: The iPod, as a percentage of Apple's Total Quarterly REVENU…
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Quote: Originally Posted by dempson The article's definition of "iPod" is the same one Apple uses in its quarterly financial reports. That includes the iPod Shuffle, Nano, Classic and Touch. It does not include the iPhone or iPad, which Apple rep…
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I would like to point out that I haven't said anything about iPod sales going down. in fact, I make it clear that iPod sales have remained flat to slightly up. The only thing this article is intended to point out, but I guess I didn't do a clear e…
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Quote: Originally Posted by macFanDave This is how accountants defraud people. They show charts and graphs based on arbitrary definitions and half-truths to lie without actually lying. iPhones ARE iPods. iPads are less so, although they do h…
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If AAPL sustains its 28% growth rate for the entire quarter, it would sell 2,968,320 macs up from the 2,319,000 macs it sold in Q1 2008. I agree with Munster, that the overall growth rate could drop off for the months of Novemer and December, but I…
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Quote: Originally Posted by aaarrrgggh Andy, I think your Q1 numbers are unrealistic from a purely casual observation standpoint. Q1 doesn't have Q4's pent-up demand for the 3G iPhone; much more than 4MM units would surprise me. The pent-up dem…
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Quote: Originally Posted by Wiggin While I agree with the basic premise, there are a few problems: 1. First and formost, using 4Q iPhone sales to predict future sales is as big a flaw in logic as other analysts not taking into account Apple's …
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Quote: Originally Posted by KenC I've recruited at all the Ivies for a well-known investment bank, and I can confidently say, that the type of students that would type the above were from Wharton. By the way, I've been following some of your a…
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Quote: Originally Posted by KenC I've recruited at all the Ivies for a well-known investment bank, and I can confidently say, that the type of students that would type the above were from Wharton. Interesting. I got into Wharton for b-school …