Is Apple back to being Apple? | TigerDroppings.com

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NC_Tigah
LSU Fan
Member since Sep 2003
50468 posts

Is Apple back to being Apple?


quote:

FORTUNE -- Jumping on AllThingD's report that Apple (AAPL) has scheduled a special event on Sept. 10 to introduce its latest crop of iPhones -- a rumor endorsed Monday with a "Yep" from The Loop's Jim Dalrymple -- Piper Jaffray's Gene Munster has issued his predictions for Apple's 2013-2014 product line-up.

"We believe now is the time to own shares of AAPL," he wrote in a note to clients Tuesday, "given that we expect earnings will move from being down y/y in the first three quarters of 2013 to flat in the Dec-13 quarter, up 15% in Mar-14, and up 21% in Jun-14."



LINK


Aug. 13, 2013, 2:28 p.m. EDT
Carl Icahn tweets of 'large position' in Apple









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C
LSU Fan
The Woodlands, TX
Member since Dec 2007
21101 posts
 Online 

re: Is Apple back to being Apple?


quote:

Carl Icahn tweets of 'large position' in Apple


I saw the big jump after Icahn tweet and wondered if this was a pump and dump situation...






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Blakely Bimbo
Alabama Fan
Member since Dec 2010
1064 posts

re: Is Apple back to being Apple?


quote:

Is Apple back to being Apple?


This is another chapter in the continuing media saga of "Big Boy Financiers". This morning the financial channels were showing a clip from a Charlie Rose interview with Larry Ellison of Oracle. Ellison was being Ellison and said (and I am paraphrasing) that Apple without Steve Jobs goes down. He used a hand gesture to show the ups and down of Apple with and without Jobs. Ellison was talking about fluctuations and that basically Jobs was irreplaceable. At least that was my interpretation from the clip I saw.

Fast forward several hours later and Carl Icahn (who has twittered only like less than a dozen times) twitters about having a stake in Apple and he had a conversation with Tim Cook today. Icahn thinks Apple undervalued. That's the gist of the reporting.





This post was edited on 8/13 at 2:23 pm


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Layabout
UNO Fan
Baton Rouge
Member since Jul 2011
6522 posts

re: Is Apple back to being Apple?


Apple is fast becoming as ossified as Microsoft. Get out now.





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LSUTOM07
LSU Fan
Baton Rouge
Member since Dec 2011
464 posts

re: Is Apple back to being Apple?


quote:

Apple is fast becoming as ossified as Microsoft. Get out now.


Take a walk around LSU's campus in 2 weeks. Mac books fill cox auditorium and every other student has an iphone. This is the generation that will keep apple climbing higher.






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NC_Tigah
LSU Fan
Member since Sep 2003
50468 posts

re: Is Apple back to being Apple?


quote:

Apple is fast becoming as ossified as Microsoft. Get out now.
Nah, there's more there IMO.

But since you raised the comparison, interestingly even at 490, AAPL's PE lags MSFT's.

Hoping to nurse our current position another 10-11 mos and avoid STCG's. Uncle Sam's made beaucoup buck-a-roos off of our AAPL trades so far this year. I'm tired of that sh*t






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kennypowers816
LSU Fan
Houston
Member since Jan 2010
1682 posts

re: Is Apple back to being Apple?


I'm somewhere between the two of you.

I am part of that generation, but I don't agree that there will be consistent, stellar growth for a long time to come. I also don't think the bottom will fall out any time soon. I think they will have some decent growth and do well over the next few years and will eventually no longer be as innovative as they were and will wither away slowly.

Just my very unprofessional opinion.






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SG_Geaux
LSU Fan
Googolplexian Posts
Member since Aug 2004
49508 posts

re: Is Apple back to being Apple?


quote:

every other student has an iphone.


Which mean every other one has an Android.

quote:

This is the generation that will keep apple climbing higher.


Android in the recent quarter had something like 80% of the market.






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Zilla
LSU Fan
Friendswood, TX
Member since Jul 2005
9904 posts

re: Is Apple back to being Apple?


quote:

Android in the recent quarter had something like 80% of the market.


so you are saying there is a lot of room for growth for apple?






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NC_Tigah
LSU Fan
Member since Sep 2003
50468 posts

re: Is Apple back to being Apple?


quote:

Android in the recent quarter had something like 80% of the market.
Having used both, Android suffers significantly by comparison.






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reb13
Ole Miss Fan
Oxford, MS
Member since May 2010
9813 posts

re: Is Apple back to being Apple?


quote:

Android in the recent quarter had something like 80% of the market.


They also practically give them away. The biggest problem is going to be the commodization(is that a word) of the cell phone.






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ThaBigFella
LSU Fan
baton rouge
Member since Apr 2006
2043 posts

re: Is Apple back to being Apple?


As much as i love apple, the reality is the majority of the world can't afford it. They will always be profitable but android is the future.





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TROLA
LSU Fan
BATON ROUGE
Member since Apr 2004
6177 posts

re: Is Apple back to being Apple?


Until they come out with something truly new, it's all window dressing to me.. The TV will be a big test for the innovation tank at Apple..


This post was edited on 8/13 at 7:02 pm


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Cracking
New Orleans Saints Fan
Northshore
Member since Aug 2006
2068 posts

re: Is Apple back to being Apple?


quote:

Apple is fast becoming as ossified as Microsoft. Get out now.


Don't they have like 150 billion in liquid cash? I think they can use some of that to R&D their way out of anything. Apple is not going anywhere anytime soon.






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Volvagia
LSU Fan
Baton Rouge
Member since Mar 2006
40309 posts

re: Is Apple back to being Apple?


quote:

Which mean every other one has an Android.


You say this as if any one company benefits from that market share.






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Layabout
UNO Fan
Baton Rouge
Member since Jul 2011
6522 posts

re: Is Apple back to being Apple?


quote:

I think they can use some of that to R&D their way out of anything.

That spark of genius that put Apple on top didn't come from hirelings.






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Blakely Bimbo
Alabama Fan
Member since Dec 2010
1064 posts

re: Is Apple back to being Apple?


quote:

Apple is fast becoming as ossified as Microsoft. Get out now.


Not suggesting that anyone get out, but I do think that Icahn entering the stock in a VERY public way should cause concern with long term investors. Could be that this is evidence that the company is a monolith. Next few months should give one a clearer picture of where the company is headed.









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Powerman
LSU Fan
Corpus Christi, TX
Member since Jan 2004
120338 posts

re: Is Apple back to being Apple?


quote:


so you are saying there is a lot of room for growth for apple?


I don't know if I'd call it room for growth. The point is they've lost all that market share and there isn't anything to indicate they'll be getting it back.






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C
LSU Fan
The Woodlands, TX
Member since Dec 2007
21101 posts
 Online 

re: Is Apple back to being Apple?


quote:

they've lost all that market share


Can I see some facts on this? Apple has never had a large market share from what I've read in the past. Have they ever had more than 10%?






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Northwestern tiger
New Orleans Saints Fan
UT-Southwestern
Member since Oct 2005
16557 posts

re: Is Apple back to being Apple?


apple at 500 made me feel a little bit better about selling FB at 24$ before it hit the 40$ mark and buying apple







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