✓ Watching AAPL
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From iPods to iPhones to MacBooks, Apple uses its “think different” approach to reframe computing, communication, and more.
Fortunately I bought this stock when Jobs was Ill and irrational pessimism about this company's future crushed its stock price. With the iPhone dominating here, soon to be in China, the iPod, iTouch, new Macs, and iToons this company looks to be on the verge of having a MS type of stock splits every 6 months.So even though I'm finally getting around to green thumb this stock, it may be the stock which gets me those 100, 200, ... lucky charms, even if I did green thumb them late.
I am not as optimistic as you about AAPL, mainly because its valuation is already 30 years to the future (P/E) and its evaluated at roughly the same size as Google and IBM, and larger than Intel. How much bigger do you think they can go?
Their earning was great and it does not include China which will begin selling iphones in a month. Parts of Europe is on their list as well.
Imagine this: i-movies or i-tv or i-application-anytlhing, maybe even i-Motley Fool, accessable on the television made available in the cloud. I think it is the next logical step with the advent of iPhones, iToons etc. What else is Apple, Microsoft, Google or anybody else going to do to make HD info available. At this point, I think Apple is the best at providing user solutions and the Market knows this, hence, $160B cap.This has been my own lunitic thought since I began realizing the end game of the internet in the early 90's: I have always believed that the internet would be some sort of utility accessable via the TV set. Verizon's Fios is also a step in this direction. Eventually, We will access MF, banking stuff and take video conference calls as a regular part of life at home. Pretty wild for IBM i286 and Apple IIc and Windows 3.11 days. Not so hard to imagine "now-a-days". Beyond the TV thing, I am just another short sighted wack-job.
The iPhone is in China, has been for months...having some problems with look a like clones and outright counterfeits
I remain optimistic but wonder what the plans are for all that cash...? When it comes to the Mac - nothing but room, they continue to pick up market share at a regular clip and still represent a small portion of the PC market - its a big market...I continue to be long AAPL.
Despite creating a subsidiary to manage its cash hoard, Apple hasn't been doing anything especially innovative with its cash: http://jadedconsumer.blogspot.com/2008/08/cashing-in-at-apple.htmlOn the other hand Apple has had terrific success buying companies that provided a strategic advantage ...... like software companies http://jadedconsumer.blogspot.com/2008/06/on-apples-software-strategy-part-ii-buy.html... like service companies that leverage Apple's mobile user base to offer add-on post-sales revenue http://nexus404.com/Blog/2010/01/08/apple-acquires-mobile-advertising-platform-quattro-wireless-apple-to-replace-google-with-its-own-advertising-platform/ or allow it to expand its music offerings http://www.gottabemobile.com/2009/12/05/apple-acquires-lala-music-streaming-on-the-way... like the IP rights http://appft1.uspto.gov/netacgi/nph-Parser?Sect1=PTO2&Sect2=HITOFF&u=%2Fnetahtml%2FPTO%2Fsearch-adv.html&r=1&p=1&f=G&l=50&d=PG01&S1=20060007222.PGNR.&OS=dn/20060007222&RS=DN/20060007222?jTKMo to Multitouch technology http://www.youtube.com/watch?v=UcKqyn-gUbY ... like the company whose engineers built Apple the A4 http://jadedconsumer.blogspot.com/2009/09/pa-semi-purchase-produces-products.html and http://jadedconsumer.blogspot.com/2009/12/apple-product-rumors-converge.html... with which Apple will become the vendor of the world's digital paper http://jadedconsumer.blogspot.com/2010/01/apples-vocabulary.htmlWith this in mind, Apple's freedom to invest in R&D, large-scale key-component contracts, and other important competitive activities is aided by Apple's access to cash. Apple's strategic position isn't secured by clever "investment" of cash, but by intelligent acquisition of related businesses.
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