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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)?
Kind of like how iPod Nano cannibalized iPod Mini.
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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.
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)
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.
Wonder why China is so flat year-over-year. I thought that was where the next growth was coming from. Last quarter China was up 28% year-over-year.
1. Apple's P/E is way to low for a company that literally sells the best and highest rated products on the market. Historically you pay a P/E _premium_ for these types of stocks, not a discount. The company is downright cheap.
2. ApplePay has a ton of potential. Just in the other news thread others were complaining that moving to chip & pin cards is basically just changing the fraud, not fixing it. ApplePay's tech passes the smell test, and the people who will be using it have expendable money.
3. The Apple Watch. Who knows how it will sell? I will say I am always impressed with Apple's design and polish and it's hard to picture a crappy product. Maybe it's a hit or maybe it just raises their bottom line, either way it's unlikely to drag on profits.
We'll see how it works out. These earnings include only 6 days of iPhone 6 sales... I worry about Apple in my portfolio probably the least compared to other stocks in the S&P 500. It pays a dividend for crying out loud! I have to remind myself not go over diversification rules...
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Apple at $12 (pre split, ca 1996) is the whale that got away of my investment career.
My dad still remembers (and complains about) when his stockbroker was calling him begging him to buy stock in the nearly bankrupt Apple saying it was a good opportunity. Even a tiny investment would've paid off easily even by the mid 2000s.