Archived

This topic is now archived and is closed to further replies.

LarryN

Apple is worth.......a lot

23 posts in this topic

yes.. yes ... they are!

 

(a very happy stock holder since the late 90's - have yet to sell the first share! :D)

 

... and some see a 600/share in a 24 month time frame.

Share this post


Link to post
Share on other sites

Most remarkable is that so many people who despise capitalism just love their Iwhatever.

Share this post


Link to post
Share on other sites

crazy stat:

for every employee walmart has, they generate $210,000 in revenue.

 

for apple, its $1.3million

 

O.o

Share this post


Link to post
Share on other sites
yes.. yes ... they are!

 

(a very happy stock holder since the late 90's - have yet to sell the first share! :D)

 

... and some see a 600/share in a 24 month time frame.

 

Since you're the Apple man, what's up with the iPhone 4S? They hold a press event to show off the "new" iPhone which is essentially my android phone from 6 months ago spec-wise. Except my phone is 4G.

 

I'm sure the sheep will flock to it, but it seems bizarre considering the phones being produced by the competition.

Share this post


Link to post
Share on other sites

The best thing about the 4S is that I can now buy the original iPhone 4 for 100 bucks instead of 200.

 

I still have the original 3G, and while it's lasted me this long, it's wearing down. The 4S doesn't impress me enough to be worth 100 dollars more than the 4.

Share this post


Link to post
Share on other sites

Do any of you think broadcom and other stocks will now go higher because of Apple's success.

Share this post


Link to post
Share on other sites
crazy stat:

for every employee walmart has, they generate $210,000 in revenue.

 

for apple, its $1.3million

 

O.o

 

That is because none of apples employees are actually making their products. Overpriced Chinese merchandise. Without Steve Jobs in charge you wonder how long they can't keep it going. I am guessing a 2 or 3 more years.

Share this post


Link to post
Share on other sites
Do any of you think broadcom and other stocks will now go higher because of Apple's success.

 

Not spectacularly.

 

Chips are usually a low margin item and they suffer relentless competition across multiple vendors.

 

Equipment manufacturers, like Apple, are at liberty to simply "design-out" or "second-source" any chip vendors which are giving them problems.

 

Some components such as displays are more likely to be single-source. These are going to do well with Apple.

 

Broadcom will do well if they are consistently managed, keep innovating, and keep attracting "design-wins".

Share this post


Link to post
Share on other sites
crazy stat:

for every employee walmart has, they generate $210,000 in revenue.

 

for apple, its $1.3million

 

O.o

 

and paid about the same as a WalMart employee

 

http://www.nytimes.com/2012/06/24/business/apple-store-workers-loyal-but-short-on-pay.html?pagewanted=all

 

Last year, during his best three-month stretch, Jordan Golson sold about $750,000 worth of computers and gadgets at the Apple Store in Salem, N.H. It was a performance that might have called for a bottle of Champagne — if that were a luxury Mr. Golson could have afforded.

 

 

“I was earning $11.25 an hour,” he said. “Part of me was thinking, ‘This is great. I’m an Apple fan, the store is doing really well.’ But when you look at the amount of money the company is making and then you look at your paycheck, it’s kind of tough.”

Share this post


Link to post
Share on other sites
Most remarkable is that so many people who despise capitalism just love their Iwhatever.

 

and probably don't realize how dirty the internet and the "cloud" are

 

http://www.nytimes.com/2012/09/23/technology/data-centers-waste-vast-amounts-of-energy-belying-industry-image.html?pagewanted=all

 

Power, Pollution and the Internet

 

....They are a mere fraction of the tens of thousands of data centers that now exist to support the overall explosion of digital information. Stupendous amounts of data are set in motion each day as, with an innocuous click or tap, people download movies on iTunes, check credit card balances through Visa’s Web site, send Yahoo e-mail with files attached, buy products on Amazon, post on Twitter or read newspapers online.

 

A yearlong examination by The New York Times has revealed that this foundation of the information industry is sharply at odds with its image of sleek efficiency and environmental friendliness.

 

Most data centers, by design, consume vast amounts of energy in an incongruously wasteful manner, interviews and documents show. Online companies typically run their facilities at maximum capacity around the clock, whatever the demand. As a result, data centers can waste 90 percent or more of the electricity they pull off the grid, The Times found.

 

To guard against a power failure, they further rely on banks of generators that emit diesel exhaust....

Share this post


Link to post
Share on other sites

There is a lot of secrecy about data center operations for the very good reason that their operating costs (and thus profit margin) are tied to how much energy they can conserve. The bigger the data center, the more important power management becomes.

 

The bigger picture is also important: putting business functions into a data center (the cloud) provides a net savings in energy simply because the alternatives would use more energy.

 

For example, netflix' "watch instantly" service probably saves megawatt hours simply because millions of people are streaming their videos to their homes instead of alternatives like driving to a theater or even having DVD's manufactured and mailed to home addresses.

Share this post


Link to post
Share on other sites
and paid about the same as a WalMart employee

 

http://www.nytimes.com/2012/06/24/business/apple-store-workers-loyal-but-short-on-pay.html?pagewanted=all

 

Last year, during his best three-month stretch, Jordan Golson sold about $750,000 worth of computers and gadgets at the Apple Store in Salem, N.H. It was a performance that might have called for a bottle of Champagne — if that were a luxury Mr. Golson could have afforded.

 

 

“I was earning $11.25 an hour,” he said. “Part of me was thinking, ‘This is great. I’m an Apple fan, the store is doing really well.’ But when you look at the amount of money the company is making and then you look at your paycheck, it’s kind of tough.”

 

No shocker here. They make huge profits for a reason.

Share this post


Link to post
Share on other sites

From April 2012....

 

http://www.pcmag.com/article2/0,2817,2403631,00.asp

 

Forrester: Apple is Entering a Long Decline

 

April 26, 2012 04:24pm EST

 

At least one analyst is bucking the trend of gushing over Apple. Forrester Research chief executive George Colony laid out his case in a blog post Wednesday for why he thinks the company will start looking like just another tech companies within the next four years unless it finds another "special, magical" leader like Steve Jobs.

 

Colony's position couldn't be more contrarian. Apple just reported record March quarter profits while selling tens of millions of its iPhones, iPads, and Mac computers. In the past few months, other analysts have been jockeying to tout Apple's share price, currently at just over $600 per share, for gains past the $800, $900, and even $1,000 threshold.

But if Apple's riding high now, that's not going to last, according to Colony.

 

"Apple will decline in the post Steve Jobs era," he writes...

Share this post


Link to post
Share on other sites

At $380 it was a steal. It still is at $440.

Share this post


Link to post
Share on other sites

Let us see if Larry misses getting in now, just like FB he can really call the low but does he have the guts to get in. Not

Share this post


Link to post
Share on other sites

Icohn thinks APPLE is worth something and the stock is now back over $500

Share this post


Link to post
Share on other sites