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

To: Tyler Durden who wrote (190843)	5/27/2016 3:45:44 AM
From: HerbVic	2 Recommendations Recommended By Moonray NAG1 Respond to of 213177

That's already been hashed and rehashed in the thread, waiting for your review. Please don't make us say it again…

To: Tyler Durden who wrote (190843)	5/27/2016 7:39:48 AM
From: Bill from Wisconsin	5 Recommendations Recommended By dominoe JP Sullivan Kurthend MGV Stock Puppy Read Replies (2) \| Respond to of 213177

Simply put it's easy to envision a scenario where the $$ stops rolling in for AAPL. Think Blackberry, Motorola, Compuserve, Yahoo... It's harder to envision a new game changing product that moves the needle Apple has gotten complacent in it's communications and marketing ability. So many just "believe", they've stopped making easily understandable and visualized arguments and simply relied on "fantastic" and "life changing" rhetoric. many of it's recent fantastic and life changing promises failed to live up to that billing. The Apple watch was a phenomenal success, but when viewed through the prism of "life changing" and compared against the current sales of the iPhone, it seemed to dissappoint. Apple has not capitalized on it's total command of the ecosystem in any meaningful way. Reports that additional revenue per user after the purchase of the base device is on the order of single dollars per year.. this is an area that could be life changing for AAPL shareholders. It's why many buy. But the story has been the same for years. Apple radio and TV could have played a role here, but to date haven't The mantra of the law of large numbers. Everyone knows about AAPL's past performance. Few can envision a scenario where AAPL doulbes from here anytime soon. I can tick off dozens of stocks that COULD double in the next few years. Hard to make the case for AAPL. For funds chasing Alpha, it results in AAPL being a source of funds. A small, but growing nagging fear that Tim Cook is becoming a bit too politically active. An unfounded fear that China (and now India) are now dead. AAPL placing big bets on both. Currency fluctuations stomping on AAPL last year. AAPL makes most of it's money outside the US. Strong Dollar means weaker AAPL (or any US based multi national) AAPL not living up to Apple standards in terms of software development. Software isn't all it could be and often not fully tested for both usuability and stability. A growing feeling (among a minority, but growing ) that Jony Ive and others have matured and outgrown the lifestyle of their customers. They've lost touch with what works for the masses because they are no longer part of the masses. No longer lean and hungry. I laid out a lot of negatives because that's what you asked for. I'm a long. I do sometimes lighten up on my holdings. You'll find at least two or 3 times here where I kind of pounded the table and said AAPL was running too far too fast. That's not now. I'm long. I added to my holdings a little over a week ago. I do believe Apple has a lot of smart engineers and busninessmen. That they have over $200 million in cash and a strong currency in their stock give them lots of options. To date they have not pissed that money away. Sure Beats was stupid. But there aren't a lot of those. AAPL will make mistakes. None of their mistakes come close to moving the needle. Elon Musk is considered a genius. But he's taking big risks with other people's money. he may still succeed, but his shareholders will be hurt near term. AAPL is operating in a more measured manner. Smaller mistakes. Smaller wins Look at the recent selloffs. They all are find support in the low 90's. There is a lot of safety underneath. A lot of opportunity down there. But I like AAPL's winning %. We;re grinding higher. that's how i'm investing here. I have stocks that I'll jettison if they stop hyper growth. AAPL isn't part of that side of the portfolio. As long as I see blue sky, I'll stick around. When I start seeing earth, I'll start paring. We're up 10% or so in the last week +