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


To: Kelly G. who wrote (147597)1/3/2013 3:28:48 PM
From: HerbVic2 Recommendations  Read Replies (1) | Respond to of 213173
 
What many analysts are overlooking is that this age of innovation in technology has never been visited before. There is no analog to Apple or Google or Amazon for that matter. There has never been a World economy the likes of which we see today, and to overlook that aspect and its effect on these company's futures is to under estimate their value.

There are still many avenues of future growth for Apple to exploit, and considering management's track record, any analyst worth their salt would expect the performance to continue.

The Law of Large Numbers will still be with us into the 21st century, but 20th century large numbers are obsolete and 21st century large numbers have yet to be defined.



To: Kelly G. who wrote (147597)1/3/2013 3:57:56 PM
From: Road Walker2 Recommendations  Read Replies (2) | Respond to of 213173
 
It will definitely be more and more of a tug of war between the market cap the P/E in the future.

It's an interesting point in time for Apple. They reinvented the music industry, and still own a huge market share. They reinvented smartphones, and kicked off a huge secular demand in the category, to their benefit and others benefit. (I think) they reinvented the PC with the tablet, and that has a long way to run, albeit at lower margins. But so far they seem to be following the iPod model in share.

Next? TV and watches, as you say (I discount the watch thing and don't think there is a lot of money in it anyway). TVs have the same profile as their past winners, a yawn category turned suddenly exciting. Without the taste, drive and sheer will of Steve Jobs can Apple remake another industry? (IMO they seem to be falling a bit behind in their current categories, and I think they know it and are trying to address it).

Right now, this year, I thinks it's the post-Jobs Apple, sink or swim. Cook has done his thing; changed personnel, become more socially conscious, treated employees better, raised R&D a lot, instituted buy backs and dividends. Effective?

I think it's a coin flip. But this year Cook will be a hero or a goat. Apple is his company now.



To: Kelly G. who wrote (147597)1/4/2013 9:11:48 AM
From: JP Sullivan1 Recommendation  Respond to of 213173
 
no doubt that they will continue to come up with entirely new categories

I reckon if Apple really runs out of ways to grow, it will return even larger amounts of cash to shareholders -- buybacks, dividends, whatever. Despite what some may think, I see no evidence of mismanagement of money; if anything, management appears to be conservative with the company's cash.