Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (43063)	6/19/2011 1:45:33 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78639

re AAPL - I agree with regards to Apple Apple had Jobs at the helm who steered Apple towards new products, like the ipod and itunes. I remember that Apple started to rise when itunes announced their download numbers from itunes. I failed act on this, as I did not understand the business implications. But I learned from this that you need to look at the new products and their potential first to detect a turnaround - financials are going to move way later (although not too late in the case of AAPL to make good money). Based on what I see, neither RIMM (which delayed their newest phones by 6 month, as I understand it) nor NOK has anything up their sleeve. If they do bring out products that generate excitement, they could become a buy. I believe that with respect to new products, GOOG looks pretty good. I think their existing products do well (Search, Gmail, youtube) and Android secured them a space in mobile that they can monetize. I think they should also offer online storage (like Dropbox), it would be a natural fit. As for the Wyne Gretzky thing it's one thing to guess exactly where the puck is moving but it's quite easier know if it's moving in one direction or the other. My guess is that it's moving away from RIMM and NOK for at least 3-6month (which is an entire generation in the phone business). NOK manufacturing, which was very integrated with seen as one of their main advantages and I see that this will become a liability, since they have nothing to fill their factories. This will result in a substantial restructuring and writeoffs, hardly the stuff that causes a stock to rally. Once their new windows phones come out, I am going to maker a new determination, probably based on the vibes I see in forums like howardsforums (Cell phone message boards).