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.

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

To: Ryan Bartholomew who wrote (169004)	4/28/2014 4:54:39 PM
From: pyslent	5 Recommendations Recommended By clean86 HerbVic JP Sullivan yofal Zen Dollar Round Read Replies (2) \| Respond to of 213176

Assuming it would triple global share is too optimistic, as there are plenty of other great phones ~$400. IMO, those phones wouldn't stand a chance against a $325 iPhone, but of course, this was a straw man argument. Obviously, unit sales and market share would increase, to what extent is arguable, but what is known is that profitability would decrease by tens of billions annually. Share price and market share would diverge again, but in opposite direction. This would crush hardware margins but cause market share and overall sales to go nuts. Revenue from the ad partnership (and perhaps from apps/content when other OSes are run, if that was included in the arrangement) would more than make up for it. You are too optimistic about the size of the advertising opportunity. You are talking about taking Apple's $95B in iPhone hardware revenue, and cutting out 30%, giving up $30B in pure operating profit. In return for what? Google only generated something like $12B in profit for all of 2013, and just partnering with Google doesn't mean Apple gets to take all of Google's profits. Apple has a golden goose in the iPhone. It is asinine to kill it, especially while it is still growing.

To: Ryan Bartholomew who wrote (169004)	4/28/2014 6:39:50 PM
From: Doren	5 Recommendations Recommended By HerbVic JP Sullivan Kevin Podsiadlik Stock Puppy Zen Dollar Round Read Replies (1) \| Respond to of 213176

Sorry to say Ryan, but investors should be glad you are not running Apple. Your suggestions sound like what happened to Sears. Once upon a time when one bought tools or appliances, you went to Sears. Not because they were the cheapest, but because they sold quality items for a fair but higher price. There was no question about Craftsman tools, you just bought them and didn't worry. My washer and dryer are 20 years old, had to replace an easily replace $5 part once. At Sears you didn't waste hours shopping around to save a few bucks. You bought stuff and never worried. Socket sets, power tools, appliances... Then a genius decided Sears needed to compete with Walmart and Kmart... they even bought Kmart. ------ Sears still sells some very good tools, I bought one a couple of days ago. But I've bought some turkeys. Tool sets where the cases flat out don't work. Every time you open them you have to put all the tools back in place. The cases are supposed to hold the tools so you know you haven't misplaced one on a job and you can easily find one so that problem/mistake is galling. Especially so because YOU KNOW THEY KNEW of the problem and didn't fix it. They just decided to sell it anyway. Basically swindle the poor customer with a product that flat out doesn't work. I go in there and just marvel at how the stores are deserted. Its really sad. They are closing stores, you see the closed stores down here, people are losing their jobs. One store was next to an Office Depot. That Office Depot will probably close too since the Sears turned Kmart has turned empty shell, people used to combine trips. The place looks like Detroit, which used to rule the Automobile world, until they decided to sell cheap ass crap cars... I'll never forgive Ford for swindling my mother. The service at Sears now sucks. The management is brain dead. For some reason Sears thinks the only thing that matters to people is price. The below store is in La Jolla by the way, same mall as the Apple store which is packed. Hardly an area where people shop by price. ------ I bought this jumper because I've had another for years, maybe even over a decade. I was pleasantly surprised it hadn't been replaced by a crap upgrade. I used to transfer it from one vehicle to another but I'm afraid I'll forget sometime and be up poo creek, so I decided to buy another. Hands down one of the best tools I've ever owned. Huge cranking power, and this is the bottom end model. I've helped numerous people out with it, and never worry about leaving my lights on. Its gotten me out of some bad jams, and it also serves as a power source when I camp, runs my LED lights. It was onsale online for $50: sears.com So I went to Sears thinking I'd get it for $50. Nope $69.99. So I went home, (no smart phone, dumb person), and bought one online, store pick up no ship charge. Exact same one. $50. Guess they screwed up because its back up on the price. I go back to pick it up. Had to rush, they close at 7PM (stupid) so I'm already stressed. La Jolla traffic design is awful. Three customers in line in front of me. The first (couple) we're deciding on tires, took them 20 minutes to do their shopping at the counter. Meanwhile I'm standing on this hard floor, after a hard day at work, when a simple device like take a number would allow me to browse and maybe buy something more. I buy a LOT of tools. No seats. No lounge chairs. No couch. No empathy for people with tired aching legs. No impulse buying. Luckily... luckily... the next guy in front of me was picking up too so he only took about 5 minutes while the harried clerk futzed with their computer. Their computer system is ancient and after discussing it with the poor clerk, he admitted it took numerous screens which were very slow, to do the simplest thing. What a contrast to the Apple store and products. (Mostly) Yeah, Apple needs to compete with the low end. That should work out.

To: Ryan Bartholomew who wrote (169004)	4/28/2014 7:57:57 PM
From: MGV	3 Recommendations Recommended By HerbVic JP Sullivan SiouxPal Read Replies (1) \| Respond to of 213176

If Apple did three things with their hardware, I'd buy shares at $700, let alone $580 ... You could have bought it within the last year at $390 but, you had to understand the company to do it. If it fell to $390 tomorrow, you still don't seem to understand it and wouldn't buy it based on everything you represent. You're the investment analogue of a character in a Samuel Beckett play when it comes to investing.