“While reading David Nelson’s article on the slowing of Apple (AAPL) growth, I felt a sense of déjà vu. I had written an article several years ago discussing how Apple’s next ten years could not possibly duplicate its prior ten years,” Jaded Consumer writes for Seeking Alpha.
“So, the ‘news’ that Apple can’t repeat some of the most significant elements of its meteoric rise – the increase in the ranking of its now world-recognized brand into the very top tier, for example – is not news at all,” Jaded Consumer writes. “And everybody knows that doubling a $300B company is a different problem than doubling a $300M company.”
Jaded Consumer writes, “Apple’s growth hasn’t saturated its opportunity in the global market for phone handsets (and Tim Cook has made clear it views its long-term market as the handset market, not a high-end niche within the broader handset market). Or for that matter its opportunity in the PC market (where Apple has just hit double-digit share in the US, and just cracked the top-5 vendor list in Europe without hitting double digits). And Apple’s growth has only given it a margins advantage… Apple now earns more profit in mobile handsets than its entire field of competitors combined… Moreover, Apple’s infrastructure investment appears to telegraph an expectation of 100% growth in iOS devices in 2012. 100% growth isn’t what I’d call slow growth. It’s what I’d call robust but plausible growth over the near term.”
Much more in the full article here.
[Thanks to MacDailyNews Readers “Fred Mertz” and “Dan K.” for the heads up.]
Dial down your expectations or any rational thoughts concerning AAPL. instead get behind Apple Inc., a solid company of inspired dreamers that ships industrial magic everyday to millions of pleased customers worldwide; and you too may enjoy a blissfully long life free of any investor/analyst’s angst ridden interruptions.
Keep reading all sorts of articles and then you decide who is who on getting it right.
Glad AAPL was bought years ago and looking forward to going past $523 next year!!!
At the moment AAPL is down nearly 2% for the day at $367.55. I’m laughing because that price is ridiculous. Realistically it should be 25% higher at the very least, even on an emotional day for the DayTraderTard sheeple.
It’s days like this when you know exactly why Apple have a treasure trove of cash on hand. It means Apple can continue working on schedule on new and brilliant machines and software no matter what freakout-of-the-day is going on with the Wall Street Stupids. It’s a corporate cushion. I like that! 😀
The price of AAPL has absolutely no impact on Apple’s R&D or schedules for any products. If Apple were attempting to raise additional capital via sales of new shares, then the price of AAPL would have an impact.
At most, the price of AAPL has an indirect effect through the pressures that Apple stockholders might place on the company to change plans or policies.