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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?

To: XoFruitCake who wrote (132545)	4/30/2012 12:00:53 PM
From: Keith Feral	Respond to of 213172

I'm not really anticipating any new carriers before the iPhone 5 launch either. Apple isn't going to make a iPhone 4S for China Mobile or DoCoMo. The fact they were able to add China Telecom this quarter was a blessing for the stock this quarter. Apple has done a great job managing the lumpy sales, but they will be lumpy for the next 2 quarters as the big spike in China Unicom sales slows down this quarter. China Telecom can make up for part of that since they have their first full quarter of sales. I think Asia will come out around flat for the quarter, but who knows. The catalyst for Apple the next few months will be trading around the dips until the stock begins to ramp up for the iPhone 5. Apple could always pull a rabbit out of the hat with an Apple TV, but that is looking less likely any time soon. If and when they ever announce an Apple event hinting towards a TV, then it's a different story. For now, it's back to buying the dips again.

To: XoFruitCake who wrote (132545)	4/30/2012 12:10:28 PM
From: slacker711	7 Recommendations Read Replies (2) \| Respond to of 213172

It reinforce the idea that Apple is a cyclical company instead of a growth company and does not deserve a premium P/E mulitiple. Apple doesnt have a premium PE and it doesnt need one for the stock to get good returns. I think most investors will be happy if returns match earnings growth going forward....and that scenario gives a declining PE ex-cash as the balance sheet continues to balloon. Slacker

To: XoFruitCake who wrote (132545)	4/30/2012 3:35:07 PM
From: Stock Puppy	Read Replies (1) \| Respond to of 213172

It reinforce the idea that Apple is a cyclical company instead of a growth company and does not deserve a premium P/E mulitiple. Damn man, if you put a big black label over the name, ignore market cap and looked at P/E and growth prospects yada yada yada, you'd conclude that you were looking at a beleaguered company. Well, partially beleaguered. dang. If Apple was a person, they'd be like this:

To: XoFruitCake who wrote (132545)	4/30/2012 3:38:44 PM
From: Cogito	4 Recommendations Read Replies (1) \| Respond to of 213172

The really fast rollout in 4S (and in some way Ipad and probably iphone 5) move sales from future quarter into the launch quarter and my guess is that we will start seeing very lumpy sales number going forward with this fast rollout strategy. It is not good for stock price nor managing the manufacturing base. It reinforce the idea that Apple is a cyclical company instead of a growth company and does not deserve a premium P/E mulitiple. I see a couple of things wrong in here. First, you're implying that it's better for Apple to have supply constraints when launching a new product. In the fast moving mobile markets, I think being able to satisfy demand is better. I note that the new iPad is still supply constrained, and this reduced sales in fiscal Q2. Sure, some of those sales will be captured in Q3, but with the competitive environment always in flux, one is better off having a buying in the hand, than one in the bush. As far as Apple being cyclical and therefore not a growth company, when the low parts of the cycle continue to be higher than previous lows, and when the high parts continue to represent new highs, I don't think you can logically argue that Apple isn't a growth company. Denying that is like arguing that AAPL isn't a growth stock because the the chart isn't linear.