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 : The Residential Real Estate Post-Crash Index-Moderated -- Ignore unavailable to you. Want to Upgrade?

To: BWAC who wrote (62794)	3/15/2012 4:47:02 PM
From: Box-By-The-Riviera™	Read Replies (2) \| Respond to of 119360

i have to admit, unlike the internut daze, the forward nav thesis this time has some meat in it. aapl TV better be at least as good as expected however. both as a TV and as a revenue capture for extra revenues, which the ipad and iphone so far, do in their model. each rendition of ipad and iphone has to keep getting ever better or they break the spell. aapl has never cheapened itself in price or features per the Steve Jobs code of operating. by the same token, short of a miracle in component pricing and what appears will be ever rising production costs, there is a problem lurking around the corner on their margins ... while keeping the price point rather non-negotiable in some important respects. including even discounting at the level of 10 and 20 thousand unit sales or higher if mass organizations purchase for an across the organization installation. given that, what happens if their market place does slow, and they have no lee way on the affordability side, to drop the pricing (which they never do aka steve jobs) in exchange for keeping all market sales on a positive projectory? at their pricing level and lack of subsidy in the world of china telecom, i think they have a problem, and no special value to add to their forward nav. ditto all the other telecom markets that fit this problem. a lot of headlines harp how many possible users there might be who have yet to pocket an iphone or an ipad. how many are there really in a world of declining net descretionary spending. in the descretionary world, if you can find out when saturation takes place, aapl's forwards drop to a real number. etc etc. of course market bears probably didn't realize aapl was going to carry a good portion of the rally as well as the deplorable volume, though the bulls should be apologizing for talking about a rally that without aapl would be far more anemic than the headlines might suggest.

To: BWAC who wrote (62794)	3/15/2012 4:55:34 PM
From: Lazarus	Respond to of 119360

Why the angst? no sense in dissing a great company (as in crAAPL) i started buying apple products about 4 years ago. i so love them it amazes me i didnt buy the stock. if you bot the stock ~ $60.00 in 2005 -- you got a 10 bagger. what's so crazy-out-of-line with that? if you bot FAST ~ $15.00 at the same time you'd have 4 shares at $52.00 today and that's and even better return --- nobody bitching about that. i wouldnt even want to hold a stock long term unless i felt it had the potential for those kind of returns anyway --- just sayin' who are they going to sell to when the time is right to get out? everybody's "right time" is different. so how how about you letting us know "what IS for you" i mean - i know your glass is half full ----- but could you tell us what you'd fill the other half with (if/when you have the courage and brains) just curious.