It's fascinating to me that the iPad is flat and being effectively cannibalized by the iPhone. Can anyone think of a similar example where a newer form factor gets re-absorbed or passed by the previous form factor? (I probably need a more elegant way to say this)
Apple Reports Fourth Quarter Results
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Re: Apple Reports Fourth Quarter Results
#12Apple at $400 will likely be the best value investment of my career.
That's defeatist talk, IBM! Snap out of it!
Re: Apple Reports Fourth Quarter Results
#13Apple at $400 will likely be the best value investment of my career.
Apple at $12 (pre split, ca 1996) is the whale that got away of my investment career.
No doubt. It's not that I don't think my other investments won't surpass Apple in appreciation, but it likely will on a risk-adjusted basis. I never invested 75% of my portfolio in anything, but I did for Apple.
Re: Apple Reports Fourth Quarter Results
#14Apple at $400 will likely be the best value investment of my career.
For anyone confused, the reason Apple is currently only worth around $98/share (when the person above invested $400, and consider it a good investment) is that Apple split their stock in June this year. Before the split it was at $645.57/each, they gave everyone 7 worth $94/each instead.
Since June the 7 pieces has gone from $94/each up to today's value of $98.32/each, or $688.24 pre-split. If they invested at $400/share they'd have made +75% profit if they sold today ($288 profit/each). That is before taking into account inflation, tax, and opportunity costs.
If they owned their stock pre-2005 then they have experienced two splits and their stock is worth twice as much ($800) in the above estimations.
Re: Apple Reports Fourth Quarter Results
#15Earnings call is live now: http://events.apple.com.edgesuite.net/14lkjbsdpihjbfvpihbasd...
Re: Apple Reports Fourth Quarter Results
#16It's fascinating to me that the iPad is flat and being effectively cannibalized by the iPhone. Can anyone think of a similar example where a newer form factor gets re-absorbed or passed by the previous form factor? (I probably need a more elegant way to say this)
Laptops ate the desktop. Is that what you mean?
Re: Apple Reports Fourth Quarter Results
#17Re: Apple Reports Fourth Quarter Results
#18Earlier quoted context omitted.
Apple at $12 (pre split, ca 1996) is the whale that got away of my investment career.
My (non-tech) friend was sighing about this too, until he thought some more and realized he would have certainly sold it at $20. Which would possibly be an even worse feeling.
When the G5 Powermac came out I gave some serious thought to putting that money toward stock ($3k at ~$15/share). I needed a computer too badly though...
I did end up buying at 280, 320, 500 though. Sold it all off just before the last split.
Re: Apple Reports Fourth Quarter Results
#19It's fascinating to me that the iPad is flat and being effectively cannibalized by the iPhone. Can anyone think of a similar example where a newer form factor gets re-absorbed or passed by the previous form factor? (I probably need a more elegant way to say this)
You mean like the iPod was cannibalized by the iPhone, more or less, and it's revenues have been steadily declining (-28% this quarter compared to Q4 2013)?
Re: Apple Reports Fourth Quarter Results
#20It's fascinating to me that the iPad is flat and being effectively cannibalized by the iPhone. Can anyone think of a similar example where a newer form factor gets re-absorbed or passed by the previous form factor? (I probably need a more elegant way to say this)
It's actually pretty smart.
They are allowing cannibalization of the iPad to the iPhone Plus because the margins on the iPhone Plus are higher, and people actually upgrade it every 2 years. I don't know a single person, including myself, that has had any impetus to upgrade their iPad, so this is a way of shifting people over to a phone model where there is a more defined upgrade cycle.