iBubble, iPop - Apple Is Now More Than 97% Of The Personal Computing Market Capitalization! If That's Not A Warning Sign, You Can't Read!!!! Featured
Tweet me! Did you know that Google can slash 10% off of the market value of the entire US Computing Industry? That's right, simply by executing on their Android strategy they can decimate personal computing's investment value. How, you may ask? Well, they already chopped roughly 5% off, when they and their OEM partners pushed out tech that Apple just couldn't compete with, leaving many iPhone buyers wondering why they should upgrade to the iPhone 4.5S, eloquently known as the iPhone 5. This resulted in a shortfall of 20% below the mean analyst estimates and 50% below the high - in terms of expected iPhone 5 sales. Apple slid for several days, hence the entire personal computing sector slid a lot for 3 days. Of course, nobody else in that industry had a problem besides Apple, but what the hell does it matter since - from the market's perspective - Apple IS the personal computing industry!
iBubble
Reference my previous articles on the topic as we prepare a Q3 refresh of our Apple model and opinion - once released, should be a doozy of contrarin fact and analysis! In the mean time...
Which Is The More Sustainable Business M…
Which Is The More Sustainable Business Model - Selling The World's Information or Selling Shiny New Things???
As you can see in the chart above, the margins on the iPhone are soon to be under pressure. I have included a simple model to allow my professional/insitutional subscribers to plug their own numbers in and decide for themselves - see "iPhone Margin worksheet - blog download (click here to subscribe/upgrade). Between the iPhone and the iPad, we're talking about 82%...
Apple Bias In The Media Has Simply Gone …
TechCrunch reports: iPhone 5 Sells Over 5M In Opening Weekend, Limited Only By Device Supply Apple broke records again opening weekend, with the iPhone 5 selling more than 5M in its first three days, compared to 4M for the iPhone 4S. Wait a minute! Apple's share price was spiking due to speculation that the iPhone 5 debut may double or more the sales of the...
The Truly Unbiased iPhone 5 Review & Sam…
The Truly Unbiased iPhone 5 Review & Samsung Galaxy Comparison
I picked up an iPhone 5 to put it through its paces and found a few more RDF (reality distortion field)-powered myths to bust along the way. Now, this is a financial blog, not a tech blog, but I do analyze a lot of tech and there's a lot of non-sense out there in the tech blogs that culminate into...
Now You Will See Margin Compression In i…
As reported by ZDnet, "The total hardware inside a new 16GB iPhone 5 is estimated to cost $199, and the report adds another $8 manufacturing costs, bringing the total to $207. Contrast this to the off contract price of $649 that Apple charges for the handset and you can see how Apple keeps the dollars rolling in." iSuppli's analyst is quoted: "With the...
ReggieMiddleton
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ReggieMiddleton: @Digikelly @pdacosta @hmtreasury @ReutersJamie many thanks, original article is here, much more to the conversation http://t.co/wCr1I59MNYReggieMiddleton: @islesail it matters much less for the states... the US had its own printing press, Scotland, Cyprus and Iceland do not.ReggieMiddleton: @BrettBina the answer to that question is contained in the subscription documents towards the end if the article.Topics
Latest comments
- Is It Time To Buy Apple As A V...
AAPL has 3 great inventions snaked computer world. Due to business dec...
22.05.13 00:52
By Dar - Is It Time To Buy Apple As A V...
'Dropped by 4 Dells and a LinkedIn'. I certainly LOL'ed at that compar...
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I like ARMH as well, but as you said... 80x+ trailing PE. Even if you ...
16.05.13 10:15
By ReggieMiddleton - Google Q2 2013 Update: Valuing...
In my humble view, ARMH is a better bet and stock risk now is overall ...
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If everyone was on board instead of being consumed in themselves they ...
11.05.13 01:10
By Dr. Nathanial David
