“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.