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Apple is Officially Worth More than Microsoft

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91–100 of 142 posts

Re: Apple is Officially Worth More than Microsoft

#91
Apple is only worth MORE than Microsoft because of all the idiots buying Apple stock, just like the housing market in California before the housing crash!

The USA department of justice is going to put a real hurt on Apple soon, so you better dump your Apple stock before it crashes!

Re: Apple is Officially Worth More than Microsoft

#92
post #35

Earlier quoted context omitted.

Are SEC laws that easy to violate? Hey everybody, I think Apple stock is going to continue to increase! I may or may not own Apple stock.

Yes, I think so. People have been forced to settle with the SEC for comments made on forums for example. http://news.cnet.com/SEC,-teen-settle-Net-stock-scheme-case/...

I own a fund that owns shares of every public company on the market (VTI). Does that mean I have to say "I own this" any time I talk about stock?

Re: Apple is Officially Worth More than Microsoft

#93
post #74

Earlier quoted context omitted.

Computers? As in Desktop computers and laptops worldwide? I can't find current numbers but i wouldn't think that Apple has reached a global market share for desktops over 10%. Take a look at http://en.wikipedia.org/wiki/Usage_share_of_operating_system... Thats what i meant. Now tell me that in _this_ area Apple is exactly worth as much as MS. MS doesn't produce computers, so the comparison is not fair. But that's why…

Wow, you are quick. He said profit, not market share. For example, Apple maybe only sell 2-3% of the entire mobile handset market, but make more profit out of any Mobile company. They make more money than Nokia, who sell 100x as many phones.

Good point....like how MS's profit/revenue ration (in 2009 anyway) was ~28% vs. ~18% for Apple http://royal.pingdom.com/2010/04/09/the-money-made-by-micros...

Re: Apple is Officially Worth More than Microsoft

#94
post #81

The real question is whether Apple's growth is defensible? Talking about smart phones, Apple is a latecomer to the industry, and does not have a sufficiently strong patent pool to prevent competitors like Oracle, HP and MS from encroaching. Apple is the first to deliver to the mass market affordable tablet computing and touch computing devices. This will remain growth areas, and hence Apple's willingness to accept lo…

I wouldn't necessarily say that Apple doesn't have the patent pool for mobile devices (yes, the smart phone sector included) with Apple doing a lot of innovation in the form of multitouch, OS UI design, usability and a whole other range of other things. Dismissing Apple outright is definitely the wrong thing to do.

I'm sorry, I should have said "patent barriers" instead. Apple is faced with the necessity of cross licensing their patents with their competitors in order to continue developing smartphones. I don't think Apple will be able to aggressively use their patents to prevent MS, HP, etc from copying.

Re: Apple is Officially Worth More than Microsoft

#95
post #20

Earlier quoted context omitted.

> Apple's is considered the beginning of things. Who says that? They could be at the top of their game right now and not see more growth and stabilizing and/or decreasing in the future. There is no way to tell, otherwise you'd be very rich already ;) > Stock value today isn't based on today, it's based on "tomorrow". Who says that? Many believe that Apple stocks are overvalued today, that's for sure. Oh, and again, t…

> "They could be at the top of their game right now and not see more growth and stabilizing and/or decreasing in the future." In the future, anything's possible. But the future is almost always a function of the past, and current trends indicate anything but a decline in Apple's growth.

Trends reverse, and "this thing is going up forever" trends usually reverse with a huge drops and without a warning.

Check this http://www.davemanuel.com/investor-dictionary/momentum-play-...

Re: Apple is Officially Worth More than Microsoft

#96
post #88
post #13

I think the more interesting news here is that Apple is now the second largest company in America (about $50 billion behind Exxon).

This is kind of pedantic, but I think the word valuable might be better here than largest . Apple is relatively small when compared to companies like Walmart, which has 2.1 million employees and almost 8x revenue.

Where is the value in Apple? Its ability to trick Americans into buying very expensive, yet very restrictive, products that most of the time they really don't need? That's actually a very harmful thing, from an economic perspective.

Re: Apple is Officially Worth More than Microsoft

#98
This surprises me given that it seems pretty clear they are about to lose their projected dominance in the smartphone game to Android. I can't see how you can justify that sort of valuation without projecting them to be the dominant smartphone platform. The iPad seems to be doing well but it all hinges on the same OS as the iPhone. Is it possible that Jobs "reality distortion" field is now working on the market?

Re: Apple is Officially Worth More than Microsoft

#99
post #42
post #35

Earlier quoted context omitted.

Are SEC laws that easy to violate? Hey everybody, I think Apple stock is going to continue to increase! I may or may not own Apple stock.

It makes sense. Without a law like that, people with circulation/influence could manipulate the markets by buying, boosting and selling.

That's a pretty crappy design.

Re: Apple is Officially Worth More than Microsoft

#100

Consider that Apple's P/E is 24.5 and Microsoft's P/E is 13.4. Basically, while Apple may be in demand right now, Microsoft is earning almost twice as much. Also, Microsoft pays a (albeit small) dividend, whereas Apple does not.

Is it just me that thinks it's insane that companies can permanently plan to not pay (or pay small) dividends?

If market trading is solely based on the ability to resell stock at a higher price how is the market expected to select companies that deliver real value to the economy?

Surely the ability of a company to consistently and stably deliver dividends to the stock holders would be the best measure of success, re-investment cases aside.

Unless I misunderstand the only shareholder value in this context is the ability to flip the stock or get a piece of the action if the company is sold.

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