DickM

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  • Apple to Experience Market Share Madness
    You have to read carefully what share is being reported. There is worldwide share, US share, and there is laptop share. The 15% is laptop share, I believe. As stated above, a 1% share increase is a big deal to Apple in terms of revenue and profits. Also remember, particularly for those that keep thrusting the WW share numbers in your face is that Apple's computer business is VERY profitable, whereas the much bigger share numbers for Dell and HP represent a business that is MUCH LESS profitable. Read the Dell reports to get a feel for what they are going through. So bigger is not necessarily better.
    Apr 18 17:18 pm |Rating: 0 0 |Link to Comment |View article
  • Apple to Experience Market Share Madness
    Carlos000412 = short AAPL. Now that you have had your meds perhaps you can reflect more objectively. Most of us did study RCA and Polaroid. Particularly their product line and patent strengths. And the life cycles of technologies and competitive technologies. I call it due diligence. And figured out when was best or not to invest.
    Are you saying you do look at fundamentals? And, if so, what fundamentals are you aware of with Apple which is reflected in you short position? Be specific, instead of just yammering on. You seem to think that people who have long positions are simply greedy. What a juvenile attitude! What is the meaning of the word investment in your mind?
    If you made so much money - a statement most people would not be so brazen to say - were you just plain lucky? Because you studied the fundamentals? Someone told you to? Or what?

    Frankly, taking your advice would be the last thing I would do, and that's being generous. And I see no evidence in your words of anything approaching an open mind.

    So, what is your great wisdom regarding Apple? And when to exercise your short? You say that people who are long are just greedy. Correct? Now, what do you call people who are short?

    (I'll bet you are one of those who keeps muttering, "Just you wait, Charlie Brown")

    Apr 18 14:31 pm |Rating: 0 0 |Link to Comment |View article
  • Apple to Experience Market Share Madness
    Hay Carlos000412 = short AAPL,
    I read over your words, trying to glean any meaning, let alone wisdom. And can't find any.

    Many years ago - and this is the closest thing you might be trying to say - there was a group of people, starting in accedemia , who proposed a concept of stock valuation. It was based on what they described as "random walk theory". This "theory" never looked at anything that might be otherwise called a fundamental of investment value, but instead looked at stock behavior. I have now forgotten now many of the tenets of this theory, but have the distinct feeling that this type of investing is now considered bunk.

    I assume that your objective is to gain money, versus the perverse objective to lose money. And you have chosen Apple as your vehicle to gain money. By shorting it. So you must have a theory unrelated to fundamentals of Apple to believe in this, maybe like the randomwalk theory of trading. But not investing, since you have no ownership in Apple other than a commitment to buy. So, when the stock hits 200 might be a good time to cash out a short position?
    Apr 18 13:18 pm |Rating: 0 0 |Link to Comment |View article
  • Apple to Experience Market Share Madness
    It is a very strange phenomenom - the Apple antagonists.

    In the early 90s there was an "analyst" by the name of Sleighter who, after Apple's market share was released at 2.7%, he predicted - no he declared - that Apple would be bankrupt and out of business in exactly 14 months. He even said that the market share data points were a straight line on graph paper, and his ruler pinpointed the company's termination. Yup. His golden ruler. He also declared "Game Over" (for HP, Dec, etc.) after Intel announced their forthcoming 64 bit (880 mb/s) chip named Marcedes which would take over the server market. This chip turned out to be Intel's most collossal failure, costing billions and never really coming to fruition as visioned.
    My cousin loves my iPhone, but will never buy one because Apple is "not a good company", and not competitive with PC companies. He's a PhD geneticist, so education does not seem to be a basis for this irrational bias.

    Many of the critics and antagonist claim that there is nothing behind Apple. Its all just a bunch of Apple heads, nothing more. And if Apple has accumulated $18B it should give all this back to stockholders. And do it now. Just money made by over pricing worthless merchandise that only a child would play with.

    It is hard to say if these people, in their weakest moments in the dark of the night, think they might have been wrong. But the smarter of the bunch seem to be acting on these fears, and are quietly going into an Apple store. And buying a Mac.

    Long on APPL since 1996.
    Apr 18 11:23 am |Rating: 0 0 |Link to Comment |View article
  • Blockbuster CEO: I Wanna Be Like Apple
    OK, now place a bet it will work. You know, a probability from 0% to 100% sure he can do it. No could be's, no if's, no but maybe's. Spell if out with ALL the things that MUST go right for this to be something other than a wet dream.

    Right. I know you wouldn't dare to do that. And if you say you don't know enough or, say one element in the probability is that someone else (outsider) will suddenly step up to the plate to finance the entire marketing and R&D and the probability of that is, say 10%, then automatically the likelihood of this ever happening is less than 1%.

    Forget it.
    Apr 16 10:44 am |Rating: 0 0 |Link to Comment |View article

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