So, what tech company is healthier than Apple?

“When it comes to understanding the stock market, I acknowledge I am no expert. I am not a financial analyst and my research is not directed at those making stock bets,” Ben Bajarin writes for TechPinions. “Yet if I was to put myself in the shoes of a financial analyst or someone looking to make long term bets on a tech companies, I would have to wonder what company is a better long term bet than Apple? In my opinion there isn’t one.”

“I can say with quite a bit of confidence that as I survey all the current players in the technology industry, Apple is the one I worry the least about,” Bajarin writes. “In fact my only concern for Apple is that they are having trouble keeping up with demand. Their earnings call revealed that Apple was supply constrained in almost every product category. Apple could not make enough products fast enough.”

MacDailyNews Take: Which is why, with all of that demand (iMac, iPad mini, iPhone4/4S/5) pushed into this quarter, Apple’s Q213 (March quarter) results may give Wall Street quite the surprise.

Bajarin writes, “There is a massive land grab and Apple does not need to own as much land (market share) as others in order to have an incredibly large and profitable business. If Apple simply acquired and maintained 10% of the global smartphone market (when it is saturated) they would ship five times as many iPhones as they currently do. I believe Apple will get and maintain a larger piece of the global pie for smartphones and tablets but I use that number to make a point.”

Read more in the full article – recommended – here.

17 Comments

  1. Here is the thing. What about internet services? Where is Apple’s search engine? Where is their in-house language processing?

    It’s not just about making physical products. Other companies have the finances now to compete in hardware. What about the “services” side of innovation? You know… like Dropbox…

    1. I guess that Siri doesn’t count as a search engine for you? iCloud isn’t good enough for you either right? In other words, nothing Apple does is good enough for you. I guess you can go back to Dell and Samsung to get you desires filled.

    2. Funny. Every company that dedicates services for those things.. are losing money.

      Apple is all about services. Do you own a Mac or iOS device? Everything is tied together.. seamlessly.

    1. @ the other Mike:

      On average, gold diggers make less money than shovel sellers.

      Broadcom, Qualcom, TI, and others are less flashy and stable investments – but I suggest that you diversify your portfolio to include them.

      Hell, Nokia’s stock price has outperformed AAPL in the last several months, and all that Elop is doing is stripping down the company for a cheap sale to MSFT.

  2. Another day another nosedive in a strong market. It’s capital preservation time to save yourself to live and fight another day. As I have been saying, watch the big boys. Their awol status portends much more pains ahead. Sub $400 is when, not if, could be as soon as next week.

    Stop listening to Apple poodles (Muster, White, Schwarz, Grubber, Dediu, etc.). They have been the ones with all the convenient excuses to get you retail investors to hold the line while Cook the maniacal mediocrity and his boys were dumping their AAPL holdings like there was no tomorrow.

    1. This is the event that the institutional buyers have been waiting for. They have been selling for a couple of months now and waiting for the retail public (you) to get panicky and start selling too. Guess who will be buying your AAPL stock that you held onto while it dropped? That’s right, the institutions are buying slowly and will accelerate to the tune of 1% per day using the ‘sawtooth’ buying pattern (a method of computer trading that moves volumes of stock that peaks every 15 minutes and drops to nothing in between). This ‘saw’ pattern of buying (or selling) is somewhat hidden by the general background of trading but can be recognized by anyone looking at the volume charts.

      1. You are 100% correct. In the first few years i began investing i was never the type to run when a downtrend was occurring. I noticed that when i was pushed to my limits and couldn’t hang in any longer thats usually right when the stock would turn around. The objective of institutional investors is to suck money from the retail investors. Its a psychological game and they know exactly how far they have to push you.

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