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Apple Reports Fourth Quarter Results

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Re: Apple Reports Fourth Quarter Results

#121

Post by rwmurrayVT »

dntrkv wrote: post #65
jusben1369 wrote: post #11

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)

I don't see any reason to believe that is the case. I think a more logical explanation would be that consumers aren't gonna buy a new iPad every year. I bought an iPad 2 for my parents and they're still using it to this day and have no issues with it. Maybe next year I will get them an updated version. But if you look at the iPhone, most people are on a 2 year upgrade schedule.

It reminds me of the way automobile purchases used to be when my grandparent's were my age. It was common for people to buy a new vehicle way before it 'died'.

Re: Apple Reports Fourth Quarter Results

#122

Post by runeks »

MarkMc wrote: post #118
stephen-mw wrote: post #38

I'm long in apple for several reasons: 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 f…

I hold the opposite view for one reason: The iPhone itself. With 85% of new phones running Android [1] I think it's only a matter of time before the 'app gap' tilts in Android's favor. At that point it will be game over for iPhone. On a more personal note I have found my $420 Nexus 5 to be on par with an $869 iPhone 6 - and that can't be good for Apple's long-term financial health. [1] http://bgr.com/2014/07/31/andro…

> On a more personal note I have found my $420 Nexus 5 to be on par with an $869 iPhone 6 - and that can't be good for Apple's long-term financial health.

FWIW, I made the exact same switch as well -- Nexus 5 to iPhone 6 -- and I definitely prefer the iPhone.

Re: Apple Reports Fourth Quarter Results

#123

Post by cpach »

Anechoic wrote: post #50
wiredfool wrote: post #7

Earlier quoted context omitted.

Apple at $12 (pre split, ca 1996) is the whale that got away of my investment career.

Bought at $16 in 1996: https://news.ycombinator.com/item?id=1291314 Still have it (well, them) :).

Was the reclaim successful? :)

Re: Apple Reports Fourth Quarter Results

#124

Post by jkestner »

jliptzin wrote: post #40
MBCook wrote: post #23

Earlier quoted context omitted.

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.

But most people would probably sell when they double or triple their money. You'd have to be insanely prophetic to hold on to the stock this whole time without taking profit.

Prophetic, or patient. I've seen about 60x return - once AAPL popped into a higher stable orbit, I didn't feel it was risky to hold onto it (a drop would still be an overall profit). I was not desperate for the money, so I stopped thinking about it.

Re: Apple Reports Fourth Quarter Results

#125

Post by gress »

bane wrote: post #116
gress wrote: post #98

Earlier quoted context omitted.

So phones are a big and a small part of Samsung simultaneously? Right.

Why don't you do a little math for all of us instead of providing smart remarks? What percentage of Samsung's yearly revenue is smartphones? Is that a large part or a small part of their revenue? What would a 90% drop in Samsung's smartphone revenue do to their overall revenue? Would that be 90% of Samsung's overall revenue or some smaller number? What's that number? Is that a large part or a small part of their reve…

You are the one who made the claim without providing any numbers. I do not believe you can support this bluster with facts.
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