Apple, Inc. (NASDAQ:AAPL)
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From iPods to iPhones to MacBooks, Apple uses its “think different” approach to reframe computing, communication, and more.
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From iPods to iPhones to MacBooks, Apple uses its “think different” approach to reframe computing, communication, and more.
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I see its competitors products getting better and better, while they stay (largely) the same. Recently, new products tend to be evolutionary rather than revolutionary.The only thing maintaing it's growth at this point is cult worship. Historically, cults don't last after they lose their leader.
I don't think so. Like a lot of consumer orientated products when a new release is expected inventory overhang becomes an issue a long with decreased sales. With Iphone 5 on the horizon I think people are putting off purchases. It may impact earnings for a quarter or so but when the new product is released the pent up demand is released as well. Aoole's biggest competitor is Apple
I hear "cult worship" often related to Apple. I challenge you to walk into any Apple store and watch the flow of traffic. There will be no busier venue in the mall. I'm there a lot, because I love the products and own the stock. The customers are every age, a really wide range of backgrounds and types. If this were a cult, wouldn't they exhibit a bit more sameness? I wouldn't buy more Apple today because I'm satisfied with my position, but I'm not about to bet against the company in the 3-5 year period.
It's bold to say given Apple's recent history of revolutionizing - music, phones, and mobile computing that they're done... Why do you think T.V. isn't next when everything points to that being the case? From there...video games and controlling your entire home electronically with Apple's ecosystem. I'd say Apple is more a religion than a cult. When the religions founder dies, he ends up being worshipped forever, no?
Apple has NOT lost its leadership. The Company did lose Steve Jobs. Jobs and the Board of Directors of Apple were careful to maintain and perhaps even enhance the Jobs and yes even the Woz culture at Apple. When Steve Jobs died and, of course left the company, the company and the World lost an unique leader and Cult-like personality. Apple's product plans were set and in place for at least the next two to five years.
Cook and the Board have and will maintain the Apple culture for at least the next five years -- beyond that there is of course more risk.
Kahuna, CFA
Venture Capital
Founding General Partner
2012 - 2019 or 20
Kailua-Kona 96745
You may be right. Studies do show that individuals buying Apple products stimulate the same part of the brain as religion. Once you've bought into Apple they also control you in a similar fashion. While it's unwise to bet against religion (the benefits are intangible) I'm going against this because I haven't seen anything special from them lately.
On the other hand, I'm probably giving people too much credit. Until other companies begin designing their products for the lowest common denominator it is unlikely they will be able to chip away at Apple's base.
my 93 year old grandmother isn't part of any mac cult, but she still loves her iPad.
I'm just going to sit back with some popcorn and see how this pick turns out for you.
Saying that Apple stays the same one month before a major product launch makes about zero sense to me...
AAPL's temper tantrum in the courts shows they simply cannot compete one on one with their competitors. Normally, the merits of their own products would be enough to garner market share, but this tactic should serve as a warning sign for those looking to put money into AAPL. We cannot innovate so we must litigate.
All big companies come and go in the tech world, who wants to be in when AAPL goes from 700 billion to 200 billion? Not, I.
AAPL has been defending its IP in the courts for as long as the company has existed... there is a reason there are today no MAC clones available. Same story, new product lines. They made the investment in R&D, and have the luxury of defending what they own.
It is disingenuous, even asinine, to say Apple does not innovate. There would be zero reason for them to defend against IP issues if noone wanted to copy their 'non-innovation'... and that should be obvious to anyone.
Cults don't last long after losing their leader, um, until the cult becomes a religion!
If you are looking over your shoulder at Apple's revolution in iPods, iPhones, or iPads, or
into the future evolution of Apple's iTV and home entertainment, I know this will be one
stock I will be sorry I did not have in my portfolio from now to the medium-term.
Long-term, no ones knows, and I'm the one who has to evolve into a better investor. To bear-pitch
Apple now is too early, IMHO.
The vast majority of Apple's profits comes from the iPhone. The unveiling today is the phone that should have come out a year ago. To me that says something. Couple that with the iTV issues (I doubt it will come to fruition). I can commend Apple for attempting, but licensing issues are a nightmare and no one wants to play nice. Add the amazing competition coming from Amazon in the tablet wars and you have an empire slowing down.
I don't see this having hte possible upside as a Microsoft resurgance and transformation (entering the Hardware arena) or a possible, though unlikely Nokia recovery with their excellent Lumia 920, the phone that this iPhone should have been.
You may be right with me being a little early, as the sales from this phone will equal to increased profits, just not on the scale seen previously.
I personally, have found the vitriol concerning apple (not here, but on other sites like Yahoo) a bit strange. When AAPL completely redefines a large market segment, heavily patents its design and R&D, and defends those patents, it gets a lot of heat. Surely you can remember RIMM's stock tanking on iphone's debut, and it was just an IDEA at the time. It had not even been produced. That's how revolutionary it was, and to say it wasn't worth defending in court when the entire industry was racing to copy those ideas is absurd.
Competition, being what it is, is great for the consumer. AAPL's competitors have done a great job of mimicking and even surpassing the iphone in one way or another. An argument can be made that iphone is still the total package, but I don't even want to go there as the whole conversation is getting tiresome.
I will say that being an AAPL investor has been great, especially when I bought at under $100, and still again at $350. Trailing stops have yet to be triggered, but probably will some day. That being said, like Stock Advisor, I've also bought the competition in AMZN and GOOG, thought their stock has not been nearly as rewarding (yet).
Not enough innovation at apple. If Apple doesn't get its act together the competition will pull the rug out from under them. Their R&D investments are way too weak.
If you want to try and find the innovation at AAPL these days, you'll have to use a map, from another company of course.
I'll take the -.82 on principle alone.
Turning out nicely.