lkrupp

rogifan_new said:

pjs_socal said:

Microsoft has a P/E ratio of 45 and Apple has a P/E ratio of 15.

Apple and Microsoft have similar margins and Apple had better growth in 2018. Apple makes 2.5x more revenue and 3x more profits. So, why are Microsoft shares valued at 3x Apple’s? Because investors are morons.

In reality Microsoft is worth ⅓ the value of Apple.

Because Microsoft is diversified with recurring revenue streams which Wall Street loves. With Apple if iPhone sneezes the entire company gets a cold.

So when did the iPhone sneeze? I must have missed that. The only thing I’ve heard are the predictions of analysts based on supply chain reports which Tim Cook has consistently advised against using to provide meaningful data about Apple. So remind me, when did the iPhone sneeze and give the entire company a cold? In your wet dreams?

Alex Lindsay, PixelCorp founder, formerly with LucasFilm and long time co-host of MacBreak weekly, owns one of these servers that was purchased in the exact time frame described by the Bloomberg article. According to his Twitter page he has had engineers examining the server for any signs of the chip allegedly installed by Chinese military personnel. Nothing found yet and precisely no one else has found said chips either, anywhere. No reports at all, from anybody.

mcduman said:

apple is not always right and in this case they are doing their investors and the capital markets an absolute disservice by disclosing less data on the sales of their flagship product. this is the largest company by market cap  and the first trillion dollar company. they should have  a fiduciary responsibility for the  capital market based system and really set an example for all of us .they can buy their shares back and stop reporting their data. that is fine.  

they already avoid taxes in many markets, because they have the power to do so through their sophisticated ways. now they do not want to disclose unit sales. this is like mercedes-benz not reporting the number of cars sold. this is really outrageous. i do not understated how the regulator can approve this. 

anyone who sides with apple on this is short-sighted because if i invest in a company today and the company does not disclose to me tomorrow what it discloses today then i am unhappy and do not want to invest in companies in the future because i cannot trust in their reporting policies anymore. this is really a systematic thing over and above stupid channel inventory data 

Blah, blah, blah, blather, blather, blather. How can a regulator approve this? Because Apple is doing nothing more or less than its competitors. You DO know, don’t you, that neither Samsung nor Google report unit sales and never have. Neither do ANY of the smartphone manufacturers. Apple for years volunteered to report unit sales but is not required to do so by SEC rules. As far as investors go they are free to introduce proposals to return to unit sales reporting at the next stockholders meeting if they so choose.

Explain away all you want, Mr. Dilger, it won’t change any minds or opinions. The negative narrative is out there and being supported and enhanced every day by analysts, tech blog “journalists," trolls, haters, and Debbie Downers. Apple did this to hide the fact that they are a failing company who raises prices to stay afloat, or so that narrative goes. On every Apple tech blog that narrative is being pushed. People love to pile on when they think they’ve got a chance to take Apple down. Never mind your reasoned response, valid arguments, facts. It is now “take Apple down” season and the long knives are out and slicing. 

StrangeDays said:

elijahg said:

StrangeDays said:

Dead_Pool said:

More evidence that prices are too high across the board. The phones are not the problem; the prices are. Half of the iPhone’s price increase since it was released a decade ago has come in the last year alone.  

Actually, you’re wrong - the only “evidence” is Apple’s record profits, which suggest the price on iphones has been too *low*, as explained by Warren Buffet. Read up.

Just because you want things for free or cheaply, doesn’t mean there’s a problem. It’s good to want things. 

Why then are phone sales flat YoY? Cook is desperate to keep growing revenue, and he's using the ridiculous mentality they use on the public transport here in the UK: Less sales, raise prices to compensate. Results in a vicious circle of less people buying iPhones because of the cost, then raising of prices to maintain revenue. Where does it end? It's pretty obvious to any businessman cutting prices boosts sales. Cook seems to think the opposite. Remember he's an operations guy, not a visionary.

Pathetic. Cook isn’t “desperate” for anything, he’s the most successful modern CEO of the most successful public corp in the history of the entire human race. Are you fucking serious? Get real, man. The knockoff competitor CEOs, who are entirely nameless due to their mediocrity, are the only desperate ones here. Besides you haters, of course. 

Apple’s profits remain legion and record setting. Market share doesn’t matter. 

CEOs are most often operations people and rarely visionaries. You seem to be confusing Jobs, a product manager, for being a typical CEO. Ignorant. 

Let the haters have their day in the sunshine. The recent pullback and rumors about production cuts has invigorated them, filled them with false hope, and emboldened them to chew their way out of the woodwork like the termites they are. When next quarter’s financials come out they’ll have the same egg on their faces they always have. Even with AAPL in the doldrums Apple is still the most valuable tech company. Google now trails both Apple and Microsoft in market cap so the Android crowd has nothing to crow about.