“So much has been discussed about PC battles, about who is taking market share from whom and about who is winning the fight. The problem is, the real loser in this battle is the shareholder. The buying customer, of course, is winning as PC prices have been driven down in an effort to capture market share,” Georges Yared writes for Blogging Stocks.
Yared writes, “If you must have exposure to the hardware space, DELL and HPQ are not the stellar investments they once were while AAPL has massive leverage and momentum in place. I think the choice is clear.”
“Apple has innovation and uniqueness in its product line such as with the iPod and the upcoming iPhone. Apple can therefore protect its pricing models and its margins. This is a winning situation. Apple has growth in both revenues and earnings that will lead the stock well past $120 per share over the next 12 months. So much is discussed about the iPod/iPhone, but there are other dynamic forces at work. Software products and the ever improving Mac computer will also drive strong margin and earnings momentum. CPU market share gains are also impressive,” Yared writes.
Full article here.
Related article:
Georges Yared: ‘This is the time to accumulate shares of Apple, Inc.’ – February 20, 2007
too bad the entire market is about to plunge
At least $ 150,-
The Apple TV is still underestimated.
@Moo
That’s also my fear. I’m no expert, but the American economy feels very fragile right now. Last week and before with Asia Apple was pretty okay, dipped a little then rose a little. Maybe got sold with NASDAQ but bought on quality.
So I keep asking myself what happens when the American economy begins to unravel?
I’ve got money to spend on AAPL, but I’m holding on to 3/4 of it. Almost against my will since I think Leopard, iPhone and AppleTV will be smashes. I guess my hesitation has nothing to do with Apple, but with the world.
the stones are coming, they are falling. if you don’t know what I am talking about, then you wouldn’t understand anyway.
too bad a economic download has to pull apple down with it.
nonethless, someday the debt bubble will burst and the powers behind the scene will scoop up some great bargins.
Good thing I figured this out 6 years ago. Welcome to the party, boys.
-c
MW: ‘she’ (can see the future)
June, ’07 is going to be a huge month for Apple Inc.
Apple TV – already released
Leopard – released
WWDC – unleashed
Adobe CS3 – released (probably?)
iPhone – released
new Macs – released (likely)
new iPods – possible
This also means heavy retaliation from the enemies and FUD machines.
Bush has been president for over 6 years – that’s about how long it takes someone to ruin a robust economy. Bush has failed at everything – it just takes the economy awhile to catch up.
No Squirt, don’t expect to see any new iPods before or around the time the iPhone is released. Right now the iPhone has the media attention and will continue to do so for a while after its release. Jobs will only release the new iPod once the media frenzy has died down over the iPhone. He gets much more free publicity that way. jobs is very shrewd when it comes to media manipulation.
Gotta give Bush SOME credit, after all:
“And for those doubters out there who keep asking the question is America ready for a black president– I say, why not? We just had a retarded one.”
– Chris Rock
True, war. And I suppose the iPhone does count as a new iPod.
That has to be the single greatest economic idiocy I’ve heard-ever! BTW, I’m an economist who doesn’t like Bush. But regardless of what you think of Bush’s policies, that is just plain stupid. BTW, six years, or so, is roughly the average length of the business cycle.
Lord, save us from the arguments of our friends!
Karen
I don’t want to start/contribute to a political transgression here, but I have to say, I’ve been laid off about 5 times since Bush has been in office. Was doing just fine when Clinton was president.
Blowjob and all.
OK G-Spank, lets assume you have at least one original thought in your pinhead sized brain. You say, “Bush has failed at everything.” I donno why but I get the feeling maybe you live offshore – not in the USA, so maybe to you it feels like Bush has failed at everything. But there are a few of us here who have noticed that since 9/11 not one single act of terrorism has happened on the shores of the USA. That is to say the Bush policy took the war to them, on their territory. I much prefer that. And you sir, are an idiot!
Bush is the cause of every problem in the world – do you mean you didn’t know that?? Stupid you.
Considering everything that’s happened in the last six years, wouldn’t you have expected the market to go down? Instead, it’s grown.
Armchair economists. Dumb.
New Iraqi poll results:
“Kurds, who make up 15%-20% of the population and are largely independent in northern Iraq, describe the fewest problems and express the most optimism about progress in the next year. Shiites, who make up about 60% of the population and suffered discrimination and brutality under Saddam Hussein, say they’re struggling, but many remain hopeful about Iraq’s long-term future. Sunni Arabs, another 15%-20% of the population and the group that lost power when Saddam was ousted, express almost universal desperation.“
AHHHHH-ha-ha-ha-ha-hahaaaaaaaaahhhhhhhhhhhhhhhh!!!!!!!!!!!!!!!!!
Suck it, Sunni’s!
And you too, Cut ‘N Run lefty Lib’s.
@Moo: too bad the entire market is about to plunge
That’s a Moo point*.
*For the definition of a Moo point, watch Friends until you get to the pertinent episode.
Thank you, and good night.
Yes, and George Bush has also caused global warming to spread throughout the solar system. Mars’ ice caps are melting, Jupiter has a second Red Spot. Galaxies are colliding. Quasars are erupting. And Black holes are going to swallow everything as long as Bush is in office. Better get him outta there before Dark Matter and Dark Energy cause the universe to collapse! It’ll happen. You just watch.
Twisted, you just gave me my belly laugh of the day. Thanks very much!
Who the hell takes political guidance from an unfunny asswipe blowhard like Chris Rock?
I feel bad for Gina Torres. Guy couldn’t make a successful movie if his life depended on it.
Couldn’t have anything to do with the fact that he’s loud and grating, could it?
Should have bought Apple when the Gen I iPod came out…… but I prefer investing in things that can’t go to $0 in a hurry. At least with residential real estate, if the market tanks, you could live in it…… Still like to watch the stock to see what the rest of the world thinks of Apple.
EARTH FIRST! We will strip-mine the rest of the Galaxy later……..
MW – cannot – as in “I cannot ever seem to get into the market at the righ time……”
Yaah, George Bush caused EVERYTHING bad about our lives! Yaaaaahhh, like … EVERYTHING, man. He’s a real douchebag, ya know? (Inhales)
Yaaaahhh, that guy can kiss my fat, lazy non-working, SSI-check-cashing ass, man. (Inhales)
Yaah, I mean, what the f-ck, dude? Who does this guy think he is, huh? The President or something???? Sheeesssshhh . . .
Hey, pass that blunt over here, jizzlip . . .
@ Stab the Man and Twisted Wack your Meat:
Freddy the pig says “noticed that since 9/11 not one single act of terrorism has happened on the shores of the USA. That is to say the Bush policy took the war to them, on their territory. I much prefer that.”
That’s just not logical. I can use the same “logic” to say that the worst terrorist attack on the US was on Bush’s watch. It must be his fault.
“b” . . . don’t be a neanderthal.
The worst terrorist attack on the US was precipitated by Clinton’s uncanny ability to classify every terrosrist attack against the U.S. as a “law enforcement matter”.
You know, made it easier to keep getting hummers while conducting the people’s business.
Freddy the Pig argues, “But there are a few of us here who have noticed that since 9/11 not one single act of terrorism has happened on the shores of the USA.” If Clinton caught flack for disputing what the definition of “is” is, the only way Freddy’s claim holds water is by limiting “terrorism” to a major disruptive event.
The FBI loves to claim “no evidence of terrorism” when lone Muslims in the US commit acts of mayhem against innocent civilians – an El Al counter at LAX, a shopping mall in Salt Lake City recently, a vehicular attack against pedestrians in the Carolinas, an attack on a Jewish center in Seattle. All involved a loss of life. All involved some perceived grievance against Arabs or Muslims. Some would add the sniper attacks in DC. Most of us would consider these terrorist acts. And that’s not counting evidence of “dry runs”.
But since this is a Mac – not a political – blog, I’ll agree there’s little obvious upside to Dell. HP’s hardware margins remain thin. They make most of their money on printers. Apple’s margins, cash flow and product pipeline auger lots of future upside potential, but “past history is no guarantee of future performance”.
By the way, as a kid I used to read the “Freddy the Pig” detective stories. Any connection?
Hey idiots, here are some facts:
1) We would’ve never been attacked if Reagan and Bush Senior didn’t arm the Taliban and Al Qaeda some years ago. We even gave them bio weapons. That’s right, they’re using U.S. weapons to kill our soldiers.
2) Freddy the Pig, you DUMBASS, Iraq had nothing to do with 911. There were no terrorists there, Bin Laden HATED Saddam. Sure Hussein was a terrible guy but what did he do to us? Go ahead and try to find something, I’ll wait.
3) BUSH IS A TOTAL FSCKING FAILURE AND PROBABLY THE WORST PRESIDENT WE’VE EVER HAD.
4) Pimp Geoffrey, Bush was personally warned that terrorists were planning on flying planes into U.S. landmarks before 911. He totally ignored the warning. Clinton was far from perfect, but the biggest terrorist attack on American soil DID NOT happen on his watch.
5) People need to READ more and watch Fox News less.
I WANT MY COUNTRY BACK FROM THE DUMBASS CREATIONIST, WHITE MAN WITH THE BEARD IN THE SKY BELIEVIN’, GAY HATING, KNUCKLE DRAGGING, MOUTH BREATHING RETARDS THAT STOLE IT IN 2000.
Right wing Christians need to figure out that not everyone believes in their fairy tale. As a liberal, I think you should be able to believe in whatever you want, as long as it doesn’t infringe on anyone else’s rights. If gays want to marry, why should I give a crap? It has nothing to do with me.
Dammit I can’t believe I let myself get baited into this. LOL.
My apologies, MDN.
To Stab the Man (the surreal one):
“The One Where Chandler Doesn’t Like Dogs” (Episode 7.08)
“Joey: All right, Rach. The big question is, ‘does he like you?’ All right? Because if he doesn’t like you, this is all a moo point.
Rachel: Huh. A moo point?
Joey: Yeah, it’s like a cow’s opinion. It just doesn’t matter. It’s moo.
Rachel: Have I been living with him for too long, or did that all just make sense?”
@ Pimp Geoffrey
Richard Clarke, who worked for Reagan, Busch 1, Clinton and Bush 2 (briefly), warned Bush underlings and Bush of an impending major attack based on the priority given to terrorism under Clinton. Bush et al did not believe or want to hear about anything coming out of the Clinton administration.
Inform yourself read Richard Clarke’s book.
PS: HP and Dell have nothing new or interesting to offer
Don’t get hung up on market share and all that BS. Companies are worthy of your investment based upon profitability and future growth-period. Forget all of the rah-rah sh*t.
Apple is well positioned and has been able to maintain it’s profit margins even as it has lowered it’s prices relative to the Pee-Cee manufacturers. The company is growing in every market it competes in and is in the process of entering new markets with strong products. A look around shows no viable competitors to their core technologies, products and services.
The P/E ratio is O.K., the company has no debt, is growing market share steadily, has a great track record of monetizing it’s R&D, is no longer reliant upon 3rd parties for distribution of it’s products and the stock options backdating looks to be largely resolved without serious damage to key personnel. What’s not to like?
Dell was the #1 computer company when the terrorists attacked us. Slowly but surely, everyone realized this and now Dell has been replaced by HP as the #1 computer company.
Now that HP is in charge, I look forward to a terrorist-free society.
Of course, if Apple went to #1 then we would clearly be living in a Utopia where all right and left-wing politicians would be falling over each other praising the other.
So, if you want Utopia, buy Apple, otherwise at least buy HP…
mudflapper: “Clinton was far from perfect, but the biggest terrorist attack on American soil DID NOT happen on his watch.”
No, you’re correct. It didn’t HAPPEn on his watch. It happened because he DIDN’T DO ANYTHING on his watch!
As for your other straw-man “right wing Christian” rants, I’m not a Christian. Or right wing (whatever the hell that means). I’m a moderate. As are most Americans.
maccam: ” … based on the priority given to terrorism under Clinton.”
BWAAA- BWAAAA- BWAAAAAAHAHAHAHAHAHAHAHAHAHAHAAAAAAAAAAAAAAAAHHHHHHHHHHHHHHHHHHHHH!!!!!!!!!!!!!!!!!!
hey NOISE vs. FACTS,
What the hell does all that gibberish you’re spouting have to do with pansy ass liberals, fox news, gay bashing, rednecks, 9/11, Soddam, GW, GHW, Clinton and blowjobs?
Can’t we have a single relevant discussion about… uhmm… what was the topic thread?
Hold on a minute…
…. I need to scroll up…
minute longer….
Uhhhh, never mind.
Noise vs Facts,
That was one of the most level-headed and easy to understand assessments of the market I’ve read in these forums.
Thanks.
One more time…
“Hey idiots, here are some facts:
1) We would’ve never been attacked if Reagan and Bush Senior didn’t arm the Taliban and Al Qaeda some years ago. We even gave them bio weapons. That’s right, they’re using U.S. weapons to kill our soldiers.”
Wrong. Al Qaeda (Bin Laden) had issued several death threats to America before 9/11. Islam, which is a political entity, had been growing stronger ever since oil was discovered in the Middle East, and if there’s one thing that Islamists do well, it’s that they know weaknesses.
If you had been watching America in the Clinton years, you would have assumed that the U.S. was weak. USS Cole — no response. Kosabar towers? No response. The U.S. was humiliated in Mohangisdu (sp). Then there was Bosnia, where the U.S. was too scared to even get into ground action. Don’t forget the first Twin Towers attack, and the Murrah Building (which had a third unindicted co-conspirator, of Middle Eastern origins.)
Now with the chaos of the ’00 election, the stage was set. It was a perfect time to strike.
“2) Freddy the Pig, you DUMBASS, Iraq had nothing to do with 911. There were no terrorists there, Bin Laden HATED Saddam. Sure Hussein was a terrible guy but what did he do to us? Go ahead and try to find something, I’ll wait.”
Your wait is over. Salman Pak. Look it up. Saddam had liasons with many different terrorist groups, from the PLO to freelance jihadis blowing up civilians in Israel, to yes, Al Qaeda. Check out the documents that the Iraqis have discovered about Saddam.
“3) BUSH IS A TOTAL FSCKING FAILURE AND PROBABLY THE WORST PRESIDENT WE’VE EVER HAD.”
I notice you have no proof of this. By the way, the economy has grown by leaps and bounds since 9/11, surviving and prospering through even Katrina. Bush has also lowered taxes. I know you’re irrational and hateful, but even those kind of people appreciate paying less to the government. In fact, many of the lowest earners were dropped off the tax rolls completely. How’s that for looking out for the poor?
“4) Pimp Geoffrey, Bush was personally warned that terrorists were planning on flying planes into U.S. landmarks before 911. He totally ignored the warning. Clinton was far from perfect, but the biggest terrorist attack on American soil DID NOT happen on his watch.”
Bush was not warned personally about this — this was one bit of data in a sea of data processed by America’s intel agencies. And we know what a state of disarray they were in prior to Bush, right?
“5) People need to READ more and watch Fox News less.”
You certainly need to read more.
“I WANT MY COUNTRY BACK FROM THE DUMBASS CREATIONIST, WHITE MAN WITH THE BEARD IN THE SKY BELIEVIN’, GAY HATING, KNUCKLE DRAGGING, MOUTH BREATHING RETARDS THAT STOLE IT IN 2000.”
That was 7 years ago. Isn’t it time for you to move.on? (Ironic, the liberal organization that wanted people to move on from thinking about Clinton’s obstruction of justice — among other things — can’t seem to get its firebrands to leave the year 2000.)
“Right wing Christians need to figure out that not everyone believes in their fairy tale. As a liberal, I think you should be able to believe in whatever you want, as long as it doesn’t infringe on anyone else’s rights. If gays want to marry, why should I give a crap? It has nothing to do with me.”
Right-wing Christians understand that the best government is the government that governs least; they also understand that such a government is not possible unless the people are self-governed first. Incidentally, those people whom you deplore, are the very ones who set up the US in the first place. Don’t buy it? Perhaps you should read more.
mudflapper the tool wrote: “Sure Hussein was a terrible guy but what did he do to us? Go ahead and try to find something, I’ll wait.”
Okay, genius — Hussein had his anti-aircraft batteries firing on our aircraft patrolling the northern and southern no-fly zones (you know, so he wouldn’t GAS any of his citizens to death anymore) on a regular basis. For a period of several months, they fired on them nearly EVERY SINGLE DAY! So, what is that to you if not “doing something to us”? Huh?
That’s one of a long list. There’s plenty more.
” BUSH IS A TOTAL FSCKING FAILURE AND PROBABLY THE WORST PRESIDENT WE’VE EVER HAD.”
“I WANT MY COUNTRY BACK FROM THE DUMBASS CREATIONIST, WHITE MAN WITH THE BEARD IN THE SKY BELIEVIN’, GAY HATING, KNUCKLE DRAGGING, MOUTH BREATHING RETARDS THAT STOLE IT IN 2000.”
People with such blind, unabashed hatred as you are why some of us really fear for the country.
Not saying anything about Bush one way or another, but I truly cannot wait for a new, hopefully less divisive, administration to be installed in the USA so that this can go back to being a Macintosh blog as opposed to an outlet for armchair political analysts.
The simple fact, as much as it doesn’t serve anybody’s theories are these: some misguided fanatics, inspired – for want of a better word – by a warped interpretation of their religion espoused by the Islamic equivalent of neo-conservatives flew two jetliners into the WTC, one plane into the Pentagon and one into a field. It wasn’t Zionist Jews, it wasn’t the CIA, the NSA, or even the Boy Scouts of America.
As such, it wasn’t actually Clinton’s fault and it wasn’t Bush’s fault – these people had their moral compass/inhibitors removed and, unless you want a ratio of one law enforcement officer to every one person in the general population (including visitors), it would be practically impossible to guarantee that – at some point – a terrorist cell would not succeed in their plans assuming they’re sufficiently ruthless, sufficiently well-organised and funded and also sufficiently motivated.
Well said Mccfr:
We need to remember that extremists – religious, or political, are on the fringes of society. This goes for Right Wing Christians, Muslims, Or Left Wing Animal right activists, or WTO anarchists. If the world would only get rid of the fat on both ends of the spectrum it would be a leaner more pleasant world to live in.
But I think all can agree that there were not real threatening Weapons of Mass Destruction in Iraq, and there certainly weren’t any Iraqis that were 9/11 highjackers. What was the extent of Iraq WMD? What they had were Mostly USED AGAINST IRAN in the 80’s and they used it in their long war where about a million Iraqis and Iranians died (we supported Saddam then Remember?) We didn’t say how awful it was when He used them on Iranians! Besides chemical artillery shells need to be stored properly in order to remain Lethal. With a no fly zone to the north and south and huge economic pressures on Iraq during the sanctions of the 90s, Maintaining the Lethality of chemical artillery shells was probably not high no Saddam’s list of priorities, if he even had any left. Anybody consider what the range and dispersal rate is of chemical Weapons? They are awful hard to delpoy effectively unless there is a large concentration of troops, and the wind is blowing in the right direction. , and Even then any success us only temporary. So How was this a threat to the US? Gimme a break .
Stupid, stupid war. complete waste of American blood and treasure. That will be Bushes legacy….
Hopefully the next president will be cabable of complex thought, and THINK two steps ahead of our adversaries instead of always overacting to them.
Oh and BACK to MAC Stuff. : I was at Best Buy the other day looking at a $2200 Sony Laptop that had a really nice 8″ inch screen. (my 50 year old eyes need a good screen) I want an ultra light Mac as well. How about something like the Sony micro laptop configured for email, internet access, and an appleworks like program All sycning up wirelesly to the full fledged mac. when needed.
It Would sell like Ipods. Might be possible with OS X lite – and a flash based hard drive of 60 gig hard drive? Get the price down in the $699 range? One step of above the 80 gig Ipod. Sweet Price Point. and only $100 over the Iphone.
Just a extreme but harmless fantasy!
“Anybody consider what the range and dispersal rate is of chemical Weapons? They are awful hard to delpoy effectively unless there is a large concentration of troops, and the wind is blowing in the right direction. , and Even then any success us only temporary. So How was this a threat to the US?”
Ever hear of Aum Shinrikyo? Back in March 1995, a small number in that group of psychopaths set off a coordinated gas attack at different locations of the Tokyo subway using sarin, a known nerve agent. The attack murdered 12 people and caused a range of serious injuries to almost 1,000 others.
In 1993 the UN declared sarin as a weapon of mass destruction. According to the Chemical Weapons Convention of 1993, it is illegal to produce and/or stockpile sarin. That piece of international law didn’t seem to deter the members of Aum Shinrikyo.
“Stupid, stupid war. complete waste of American blood and treasure. That will be Bushes legacy….
Hopefully the next president will be cabable of complex thought, and THINK two steps ahead of our adversaries instead of always overacting to them. “
The trigger that set America into action with this war on terrorism was 9/11. Members of Al Qaeda were preparing for 9/11 during Bill Clinton’s presidency.
One would of thought that Mr. Clinton learned something during the first attack on the Trade Center. Had that attack succeeded in taking out the foundation as intended, both towers would have toppled immediately giving no one a chance to escape. The death toll would have numbered around 100,000 (good enough number for you?). Unfortunately Mr. Clinton wouldn’t be bothered with that – he was too busy dropping his pants and playing with the White House concubine.
My wish is that Mr. Clinton would have given some serious thought to the danger that he knew was out there. Had he been seriously interested in the safety of America and taken some (most likely unpopular) action to increase security, the attack of 9/11 could have been averted. No 9/11, no Afganistan, and no Iraq.
BustingTheSkullsOfIdiots,
1) You didn’t respond to the facts. Republican administrations armed Bin Laden years before 911 in the ’80s. They armed Saddam as well. (I love the photo of Rumsfeld shaking hands with him, hilarious.)
2) I should’ve worded it differently. Al Qaeda was NOT in Iraq and had never been (until of course we invaded). Republicans have been trying to tie Iraq to 911 for 6 years, and it’s been proven that they had nothing to do with it. As far as other terrorists in Iraq, there were none that posed any threat to the U.S.
3) I have no proof that Bush is the worst president we ever had??? You’ve got to be kidding. Do you read the newspapers? just for sh!ts and giggles, Google “Bush worst president ever” and see how may articles have been written about this very topic. Check out how many historians agree that Bush has set the country back decades.
4) Bush was warned that supporters of Bin Laden planned an attack within the U.S. with explosives and airplanes in a meeting at his ranch (he must’ve been on vacation, I believe he’s taken more than any other president in U.S. history) in Crawford Texas on August 6th, 2001. Look it up.
5) I’m not sure I understand your response. I deplore people that trample the Constitution and keep citizens from living their lives as they please, as long as they don’t hurt anyone else. Right-wing Christians want everyone to believe in THEIR God and follow their rules. But not everyone lives that way. What makes America so wonderful is personal freedom, and that’s exactly what right wingers are trying to take away from us.
I’ve never understood this: If Republicans are all about small government, why do they always triple the deficit and try to pass legislation that strips rights away from Americans or block legislation that stops discrimination? IE: gays being allowed to legally wed.
MCCFR, I totally agree with you. I’d like to get back to all things Mac. It’s just that the current political climate in this country is so f’d in the a, I can’t help but get enraged. If people are not angry at this administration, they’re not paying attention.