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

To: sandeep who wrote (137178)	7/6/2012 4:01:45 PM
From: Cogito	2 Recommendations Read Replies (1) \| Respond to of 213182

I guess you have decided that goog, msft, amzn all making their branded phones/tablets won't hurt apple. Actually investors have decided over the last many months that almost all of these are going to suffer because of competition. So, the PE ratios of aapl, goog and msft continue to contract whatever be the growth. AAPL is up about 50% since the first of the year, as of right now. That tells you what the market thinks about them vs. the competition. All that competition hasn't hurt Apple yet, either in terms of sales growth or in profit margin. This is a demonstrable fact. You only have to look at the numbers to see that it's true. My opinion is that an Amazon phone would not change that.

To: sandeep who wrote (137178)	7/6/2012 6:11:51 PM
From: rnsmth	3 Recommendations Respond to of 213182

<<I guess you have decided that goog, msft, amzn all making their branded phones/tablets won't hurt apple. Actually investors have decided over the last many months that almost all of these are going to suffer because of competition. So, the PE ratios of aapl, goog and msft continue to contract whatever be the growth.>> Guessing is exactly what you are doing. Apple's P/E had been expanding lately - did you notice? Apple is taking the overwhelming majority of the profits in mobile phone manufacturing. Most Android makers and Nokia are losing money on mobile phones. I do not think you know what investors have decided and it makes you sound like a pretentious person to claim that you do. Put out your estimates for Apple over the next few quarters - units sold in each product category, ASPs, cost of goods sold, gross margins, tax rates, OpEx and I will share mine. We'll see who does a better job of estimating Apple results.