AI
Thursday, October 11, 2007 10:36:24 AM
The iPhone a dud? Lol.. seriously you need to get a grip and stop the AAPL-envy. The iPhone was the most successful consumer electronics launch in history, and that's a fact. It was the most successful phone launch in the US - ever. Demand in Europe (and I am in the UK so I can attest to this) is incredibly strong, and Apple are literally selling everything they can make.
Coupled with the subscriber revenue sharing arrangements they have with the carriers, and AAPL stands to grow earnings by 40-55% on 2008, and about 30-40% in 2009. You really don't have a clue about the fundamentals if you can talk about AAPL being a net loser by the end of 2008.
And I won't even start about the 30-40% Mac sales growth YoY...
I hate to be rude, but you really need to go and do some DD with regard to AAPL. With all due respect, you may be an expert when it comes to other stocks, but you don't have a clue about what's driving AAPL's earnings, whereas analysing it is virtually a full-time job for me, and has been since 2004 (though I've been in the stock since 2001).
its about earnings growth, and AAPL is delivering that by the bucket load, with no chance of that tailing off for at least 2-3 years. That's the most successful earnings growth story for a large/mega cap in history. You want to bet against that, or not invest in it? Be my guest
Coupled with the subscriber revenue sharing arrangements they have with the carriers, and AAPL stands to grow earnings by 40-55% on 2008, and about 30-40% in 2009. You really don't have a clue about the fundamentals if you can talk about AAPL being a net loser by the end of 2008.
And I won't even start about the 30-40% Mac sales growth YoY...
I hate to be rude, but you really need to go and do some DD with regard to AAPL. With all due respect, you may be an expert when it comes to other stocks, but you don't have a clue about what's driving AAPL's earnings, whereas analysing it is virtually a full-time job for me, and has been since 2004 (though I've been in the stock since 2001).
its about earnings growth, and AAPL is delivering that by the bucket load, with no chance of that tailing off for at least 2-3 years. That's the most successful earnings growth story for a large/mega cap in history. You want to bet against that, or not invest in it? Be my guest
