Apple - unaufhaltsamer Aufstieg - wie lange noch? (Seite 3358)
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ISIN: US0378331005 · WKN: 865985 · Symbol: AAPL
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Letzter Kurs 02:00:00 Nasdaq
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15.04.24 · wallstreetONLINE Redaktion |
| Kippt Apple weg? Hier wäre die Aktie wieder kaufenswertAnzeige |
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15.04.24 · Roland Jegen Anzeige |
iPhone-Absatzkrise: Apple geschlagen, Samsung überholtWerte aus der Branche Hardware
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 10,540 | +29,48 | |
| 0,5940 | +10,20 | |
| 1,7300 | +7,45 | |
| 0,9500 | +5,56 | |
| 1,0200 | +3,55 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 1,0950 | -7,20 | |
| 2,8650 | -8,47 | |
| 0,5123 | -8,52 | |
| 7,2250 | -9,12 | |
| 68,74 | -10,94 |
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FeedbackZitat von Tomtom67: Knabe : tl220558
Schau Dir bitte mal das KGV (kurs Gewinn Verhältnis) der Apple Aktie an.
Dieses ist sehr niedrig, also logisch das Apple eher steigen als fallen wird.
Erbitte höflichst um Deine Meinung hierzu.
Hochachtungsvollen Dank.
Erstmal denke ich nicht das an der Börse etwas logisch ist! Zweitens ist ein niedriges KGV alleine noch lange kein Garant dafür das der Kurs jetzt steigt.
Es wird hier allgemein unterschätzt das ein ganz großer Teil da draußen an Anlegern professionelle Anleger sind, die mit ihren Einsätzen Kurse in die ein oder andere Richtung bewegen können. Die allermeisten dieser Anleger traden nach versch. Handelsstrategien und da spielt nun mal ein KGV überhaupt keine Rolle. Bei der Fundamentalanalyse, nach der ja auch häufig Aktien von Tradern ausgewählt werden spielt diese Kennzahl unter vielen eine Rolle. Es gibt doch auch genügend Beispiele das Aktien mit einem sehr hohen KGV immer noch zulegen obwohl sie dann sehr teuer sind und eher nicht mehr steigen sollten.
Knabe : tl220558
Schau Dir bitte mal das KGV (kurs Gewinn Verhältnis) der Apple Aktie an.
Dieses ist sehr niedrig, also logisch das Apple eher steigen als fallen wird.
Erbitte höflichst um Deine Meinung hierzu.
Hochachtungsvollen Dank.
Schau Dir bitte mal das KGV (kurs Gewinn Verhältnis) der Apple Aktie an.
Dieses ist sehr niedrig, also logisch das Apple eher steigen als fallen wird.
Erbitte höflichst um Deine Meinung hierzu.
Hochachtungsvollen Dank.
Zitat von Ackermann333: Und mich wundert es nicht, dass du mal wieder alles besser weißt.
das hat nichts mit besser wissen zu tun sondern mit der Realität da draußen aber die wird ja gerne hier in diesem Forum ignoriert. Oder willst du leugnen das Bilanzen die Vergangenheit zeigen? Wie die Aussichten aussehen und darum geht es in der nachhaltigen Kursbildung da reden auch Mitbewerber mit.
Ich wüsste jetzt absolut nicht was es an diesen Sätzen zu bemängeln gibt und wo ich da alles besser weiß.
Trading Spotlight
Und mich wundert es nicht, dass du mal wieder alles besser weißt.
Zitat von Ackermann333: Ganz einfach.
Bei guten Zahlen Kursanstieg und bei schlechten Zahlen Kursrückgang.
so einfach ist Börse
Wundere mich nur warum das nicht immer so ist und manchmal auch bei guten Zahlen die Kurse in den Keller gehen. Hat vielleicht damit was zu tun das die Börse die Zukunft handelt und die Zahlen die Vergangenheit zeigen
Kursziel zwar gekürzt, aber dennoch jede Menge Potenzial 
http://blogs.barrons.com/techtraderdaily/2013/01/11/apple-cl…
Apple: CLSA Trims Target to $680; Why iPhone May Be Losing Share in Some Markets
By Tiernan Ray
In addition to estimate cuts today for Apple (AAPL) by Canaccord Genuity’s Mike Walkley, CLSA Asia Pacific Markets’s Avi Silver cut his estimates for this year and next, writing that the stock should outperform the broader market this year even though Apple’s iPhone is losing share in some developing-market parts of Asia and in Europe.
Silver cut his price target to $680 from $770, writing that Apple’s not having provided a cheaper model of the phone for the developing world — meaning, one that’s lower in cost excluding any carrier subsidies — and the lack of a larger screen option for the phone, has cost the company some share in certain regions:
Why Apple is losing share in some markets One could have reasonably argued that the launch of the iPhone5 versus the 4S should have yielded higher market share based on the change to the form factor and the fact that the 4S registered share gains despite lacking any form factor changes. The two key reasons (interrelated) it is not gaining share in certain markets are 1) screen size and 2) a much more competitive lineup from competitors after the iPhone launch. Apple’s lack of a near-5” screen along with highly competitive offerings from Samsung in the bigger-screen categories are leading to lower market share especially in mature Asia markets where consumers have shown a preference for larger form factors. That’s not to say Apple is not doing well in many of these markets. In fact, its market share is above 50% in some of these markets. However, we believe its share has been coming down from elevated levels compared to previous years.
Silver cites anecdotal evidence, gathered by his colleagues, in various markets of Asia representing upwards of 20% of iPhone demand:
Hong Kong – our checks suggest market share for iPhone at the carrier level is still well above 50% but market share is still down YoY [...] Singapore – checks by CLSA’s Oliver Campbell suggest mixed trends in the Singapore market, with share tracking slightly lower than a year ago [...] Taiwan – CLSA telco analyst Frank Lin believes iPhone market share is increasing with the iPhone5 launch compared to the 4S [...] Korea – this is clearly a Samsung stronghold but recent comments by CLSA’s David Lee still suggest iPhone sales are underwhelming and inventory is building [...] Comments from CLSA’s David Lee (Telecoms analyst in Korea): According to Chosun and Kyonghyang Dailies, iPhone 5 sales up to Jan 4 (c.1 month after launch) only amounted to 400,000 units. Expectations may have been close to 1.5m units for the first month given the strong trade-in conditions for existing iPhone users. KT has less than 2m existing iPhone users and SKT has less than 1m. The combined number is around 2.5-3.0m (5-6% of total population). Currently, the iPhone 5 sales number 10,000/day vs the Galaxy Note 2′s 17,000/day. The problem with the telcos is that they may be racking up some inventory (due to minimum guarantees) as both KT and SKT may have expected much higher unit sales. This may result in more subsidies during 1Q13. KT is impacted more by this.
The upshot of all that is that in the U.S., the “trend is favorable,” and in China “we believe momentum continues following robust first weekend sales in early December,” while in both Europe and in parts of Asia, demand for the iPhone 5 seems to be lower than what it was or the iPhone 4S a year earlier, writes Silver.
Silver writes that he thinks Apple should offer a lower-priced iPhone because it might add $5 per share to profit in fiscal 2014, even if it cannibalized higher-priced models. He also shares that his colleagues have projected what they think Apple may be working on this year, which includes “4 new iPhone models for 2013; including the 5S (4” screen), a model with a larger screen than the iPhone5, a lower-end iPhone, and a dedicated China Mobile (CHL) model.”
Apple shares today closed down $3.21, or 0.6%, at $520.30.
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JANUARY 11, 2013 7:02 P.M.
Ed CArney wrote:
Why are we worried about Margins when Apple has BEST profit of all competition that provide thee OPTIONS while making no money? Samsung as 50 Models and lose money or break even on 49 of them. What is the point?
JANUARY 11, 2013 7:19 P.M.
Peter Gittlin wrote:
Interesting that there is no mention of the explosive sales of the Ipad Mini or the potential for that product. It still on a one week backorder in the US markets and hard to come by. Also the new Imacs are on a one week to four week delivery from order indicating robust demand. No one is also factoring in potential for Apple TV or mobile payments. One thing Apple does need to do is cycle innovation faster especially in phones. They need to release phones every 6 month and cater to other markets. If Apple were to come out with a 5 inch Iphone with nice chassis along with a phone with slider keyboard as well as a cheaper version they could gain rapid market share.
JANUARY 11, 2013 7:29 P.M.
Hugh Ferguson wrote:
Fails to mention that Apple does this without China Mobile. It is holding market share with the carrier that is about
1/7 in size to them.So what if they get that carrier? Gonna change those estimates?
JANUARY 11, 2013 7:44 P.M.
Wet Paint wrote:
Apple should issue 3 phones for every Samsang phone issued this year, rest in peace Stevie, your company is a mess now.
JANUARY 11, 2013 8:18 P.M.
Anonymous wrote:
Fails to mention iPAD’s adoption into enterprise and its embrace of the ecosystem, many other positives omitted, I think a lot of skeptics will be surprised over the next few quarters.
JANUARY 11, 2013 8:45 P.M.
jade2130 wrote:
what ever happened to seeing the numbers and then set your prices. all these clowns keep guessing and changing their numbers all based on guess’s. it makes no sense and anyone that listens is a bigger clown. do your own homework and good luck. my guess is as good as any of them.
JANUARY 11, 2013 8:57 P.M.
FreeRange wrote:
I’m sorry, but who is this “analyst”, and what is his record? He obviously does not know Apple very well. Regardless of any share declines for the iPhone in some relatively minor markets (Korea, and Singapore), the explosive explosive growth of the iPad is more than making up for it. BTW, loss of share in Korea is insignificant as Apple never had significant sales there antway since it is Samsung’s beachhead, and Singapore is a city state of about 5 million people, not a country! That’s about 1/5 the size of Shanghai. Where do these clowns come from?
JANUARY 11, 2013 9:01 P.M.
Alpha wrote:
Ed CArney – Samsung’s smartphone division is highly profitable. Not sure why you think they lose money or breakeven. Take a look at Samsung’s business. Despite losing money in TVs and chips, Samsung’s stock was up 44% last year compared to Apple’s 31%, most of this was driven by Galaxy smartphone sales. I own Apple stock, but I’m also smart enough to realize that Apple has lost its edge. The company is now transitioning from a high growth business to a slow growth cash cow. The days of easy money are over for Apple investors, but respectable returns can still be expected as Apple will remain a key player in a rapidly growing market.
JANUARY 11, 2013 9:25 P.M.
Ed wrote:
Barrons is garbage
JANUARY 11, 2013 9:39 P.M.
Robert Laughing wrote:
The “me too’s” can always produce things that are cheaper, or LACKING critical appeal; McD is #1, but you still have Burgher King, Wendy’s, Dairy Queen, and at least a half dozen ‘theres’ + a range of independent Mom n Pop burger houses. IBM lap tops were grand, but then came (and WENT!!) Dell, HP and a range of box mfgrs, all producing cheaper stuff.
Apple, too will LOOSE market share, but I’d rather have the Porsche or Benz of personal electronics than the clutter of ZERO CONNECTIVITY, with plagues of “WTF????”
Apple makes soooooo much money because many of us been there and HAD IT DONE TO US b y that open cesspit architecture where anyone, in the most derogatory terms, ANYONE, can produce a piece of electronics that will do a function, but not that well, and still give you some sort of grief…..I remember when Michael Dell was lean and hungry = WOW! ow, he’s old , fat and too rich to care. MSFT? Gone, like Gates. I’ll stay with Apple products/services AND their stock….don’t need some guy STILL WORKING FOR A PAYCHECK to ‘advise’ me where to buy and invest,
JANUARY 11, 2013 9:56 P.M.
Define_Loss_Expansion wrote:
If the market is NOT static and continues to grow, what does it really mean to be “losing” shares?
If market started with 1-million possible maximum sales and a corporation has 50% of that market, then what happens when the market expanded to 10-million potential sales and that corporation has 25% of the new market?
50% of 1 million is 500K, 25% of 10 million is 2.5 million, so is this an ACTUAL market loss? Or are we just wasting a lot of hot air talking about percentages on an ever-shifting base?
JANUARY 11, 2013 10:24 P.M.
Anonymous wrote:
Apple as a worthwhile investment is done for. Recent investors will never see their money again. It doesn’t matter if Apple sells 60 million iPhones because if all Android vendors total 100 million smartphones sold, Apple will have lost market share. Apple can’t possibly win on Wall Street. All they’re interested in market share and nothing else. Wall Street has chosen an area of value that Apple can’t possibly compete in. That’s why Apple has to look for other areas of revenue and maybe the company won’t be measured by just smartphone sales alone. Just because Apple got this downgrade, it certainly doesn’t mean the company is done for, but as for any recent investors and long-term shareholders, they are completely shafted.
These analysts keep talking about lost future profit margins despite not knowing what will happen in the future. It’s like they said Apple would lose out in the future because of Windows netbooks and they were wrong. They don’t seem to care that they could be wrong again. They’ve already decided ahead of time that Apple will lose. It’s a market bias that Apple can’t overcome because Apple can’t prove or disprove future outcome. They can only continue to sell products day by day and that’s how companies should be valued.
All I know is I’m glad I bought my shares years ago, so even $500 a share is profitable for me. I just thought that if Apple made enough money, the share price would climb higher, but I was dead wrong. Revenue and profits don’t mean anything anymore. Only high market share matters now. Too bad.
JANUARY 11, 2013 10:54 P.M.
Ipad mini New S Curve Product! wrote:
Ipad mini is the next S curve product to bump up earnings and the street doesn’t know it yet. Everyday most iPad mini stock is sold out in Walmart for one simple fact….Huge Grey Market for the iPad mini….The device is wanted throughout the world with people paying north of $400 for one internationally. Check Ebay if you don’t believe me. I live in Vermont with no sales tax so there has been great potential for me to go bright early to buy out most of walmarts stock of ipad minis. 16Gb wifi only is the most popular model for me to sell followed by the 32Gb. It is incredible of that the demand has lasted this long on this device, Im very surprised actually stunned as its just a iPad 2 with a smaller screen. Nonetheless I am not complaining.
JANUARY 11, 2013 11:21 P.M.
Jake_in_Seoul wrote:
Curiously ignores the potential for the iPhone 5 in Samsung-dominated India, where the first shipment on opening day sold out nationally in two hours.
JANUARY 11, 2013 11:51 P.M.
Jake_in_Seoul wrote:
Any Korean anecdotes are a joke, since Samsung spent most of the fall practically giving away Galaxy 3s and bombards the local media with around a dozen anti-Apple articles daily on news aggregators such as Navet.com. Pro-Apple Korean fans are denounced as “national sell-out slaves” (매국노) and worse in 1000s of nationalistic reader comments, some likely paid for.
Nor have I ever seen s single negative review of any Samsung product in the Korean press, except years after the fact (e.g. the much-ridiculed Omnia Ii, so extolled in its own day as an “iphone killer”) In spite of such press campaigns (known as “언플” ) a recent large scale survey (n=3700) found that over 33% of Galaxy owners were planning to switch to iPhones vs around 22% for the latter.
Finally, and perhaps most critically, in the Korean press it is impossible to find serious, in-depth analysis of Samsung’s business model and strategy. Astonishingly, there has been no searching questioning of Samsung’s choice to alienate and destroy the business relationship with their largest customer, Apple, potentially wiping out some $11 billion per year in revenue. Nor has there been any criticism of Samsung for its disturbing refusal to release any official unit sales of its mobile devices, a puzzling choice to say the least of a company that routinely claims to be the largest phone maker in the world.
In sum, South Korea, the most closed market on earth to foreign-made phones (only the iPhone is sold there, not any other foreign brand of phone) , is hardly to be credited as a harbinger of anything but the overweening influence of Korean conglomerates. If you champion a world in which Samsung is supreme, look to the Korean market for your future.
JANUARY 12, 2013 2:02 A.M.
Ed Carney wrote:
Samsung Galazy Note….Question?
Look all this talk about these Phone Cum Table Phablets. HOW MANY OF THESE HAVE ANYBODY SEEN ON WOMEN? That is 50% of the market? I cannot see any women wanting to put a phone the size of half of a pizza on their face.
This thing will be dead in 6-9 months.
JANUARY 12, 2013 2:06 A.M.
Ed Carney wrote:
Samsung Operating margins are 15%, Apple is 35%. Samsung IPHONE KILLER GALAZY 3 sold only 15 million units while Iphone sales are projected to be 45 Million. If Apple is In trouble, Samsung and every other company on earth should be on Life Support?
I am sorry, did I miss something?
JANUARY 12, 2013 2:39 A.M.
Alpha wrote:
Sales of Galaxy S3 reached 30 million units within five months of its May debut, and total Samsung smartphone sales are expected to be 62 million last quarter compared to Apple’s 45 million. As of November, sales of the Galaxy Note II reached sales of over 5 million units. Consumers clearly want phones with larger screens.
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Tech Trader Daily is a blog on technology investing written by Barron’s veteran Tiernan Ray. The blog provides news, analysis and original reporting on events important to investors in software, hardware, the Internet, telecommunications and related fields. Comments and tips can be sent to: techtraderdaily@barrons.com.
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http://blogs.barrons.com/techtraderdaily/2013/01/11/apple-cl…
Apple: CLSA Trims Target to $680; Why iPhone May Be Losing Share in Some Markets
By Tiernan Ray
In addition to estimate cuts today for Apple (AAPL) by Canaccord Genuity’s Mike Walkley, CLSA Asia Pacific Markets’s Avi Silver cut his estimates for this year and next, writing that the stock should outperform the broader market this year even though Apple’s iPhone is losing share in some developing-market parts of Asia and in Europe.
Silver cut his price target to $680 from $770, writing that Apple’s not having provided a cheaper model of the phone for the developing world — meaning, one that’s lower in cost excluding any carrier subsidies — and the lack of a larger screen option for the phone, has cost the company some share in certain regions:
Why Apple is losing share in some markets One could have reasonably argued that the launch of the iPhone5 versus the 4S should have yielded higher market share based on the change to the form factor and the fact that the 4S registered share gains despite lacking any form factor changes. The two key reasons (interrelated) it is not gaining share in certain markets are 1) screen size and 2) a much more competitive lineup from competitors after the iPhone launch. Apple’s lack of a near-5” screen along with highly competitive offerings from Samsung in the bigger-screen categories are leading to lower market share especially in mature Asia markets where consumers have shown a preference for larger form factors. That’s not to say Apple is not doing well in many of these markets. In fact, its market share is above 50% in some of these markets. However, we believe its share has been coming down from elevated levels compared to previous years.
Silver cites anecdotal evidence, gathered by his colleagues, in various markets of Asia representing upwards of 20% of iPhone demand:
Hong Kong – our checks suggest market share for iPhone at the carrier level is still well above 50% but market share is still down YoY [...] Singapore – checks by CLSA’s Oliver Campbell suggest mixed trends in the Singapore market, with share tracking slightly lower than a year ago [...] Taiwan – CLSA telco analyst Frank Lin believes iPhone market share is increasing with the iPhone5 launch compared to the 4S [...] Korea – this is clearly a Samsung stronghold but recent comments by CLSA’s David Lee still suggest iPhone sales are underwhelming and inventory is building [...] Comments from CLSA’s David Lee (Telecoms analyst in Korea): According to Chosun and Kyonghyang Dailies, iPhone 5 sales up to Jan 4 (c.1 month after launch) only amounted to 400,000 units. Expectations may have been close to 1.5m units for the first month given the strong trade-in conditions for existing iPhone users. KT has less than 2m existing iPhone users and SKT has less than 1m. The combined number is around 2.5-3.0m (5-6% of total population). Currently, the iPhone 5 sales number 10,000/day vs the Galaxy Note 2′s 17,000/day. The problem with the telcos is that they may be racking up some inventory (due to minimum guarantees) as both KT and SKT may have expected much higher unit sales. This may result in more subsidies during 1Q13. KT is impacted more by this.
The upshot of all that is that in the U.S., the “trend is favorable,” and in China “we believe momentum continues following robust first weekend sales in early December,” while in both Europe and in parts of Asia, demand for the iPhone 5 seems to be lower than what it was or the iPhone 4S a year earlier, writes Silver.
Silver writes that he thinks Apple should offer a lower-priced iPhone because it might add $5 per share to profit in fiscal 2014, even if it cannibalized higher-priced models. He also shares that his colleagues have projected what they think Apple may be working on this year, which includes “4 new iPhone models for 2013; including the 5S (4” screen), a model with a larger screen than the iPhone5, a lower-end iPhone, and a dedicated China Mobile (CHL) model.”
Apple shares today closed down $3.21, or 0.6%, at $520.30.
asia,
china,
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smartphone,
telecom
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Add a Comment
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We welcome thoughtful comments from readers. Please comply with our guidelines. Our blogs do not require the use of your real name.
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There are 18 comments
JANUARY 11, 2013 7:02 P.M.
Ed CArney wrote:
Why are we worried about Margins when Apple has BEST profit of all competition that provide thee OPTIONS while making no money? Samsung as 50 Models and lose money or break even on 49 of them. What is the point?
JANUARY 11, 2013 7:19 P.M.
Peter Gittlin wrote:
Interesting that there is no mention of the explosive sales of the Ipad Mini or the potential for that product. It still on a one week backorder in the US markets and hard to come by. Also the new Imacs are on a one week to four week delivery from order indicating robust demand. No one is also factoring in potential for Apple TV or mobile payments. One thing Apple does need to do is cycle innovation faster especially in phones. They need to release phones every 6 month and cater to other markets. If Apple were to come out with a 5 inch Iphone with nice chassis along with a phone with slider keyboard as well as a cheaper version they could gain rapid market share.
JANUARY 11, 2013 7:29 P.M.
Hugh Ferguson wrote:
Fails to mention that Apple does this without China Mobile. It is holding market share with the carrier that is about
1/7 in size to them.So what if they get that carrier? Gonna change those estimates?
JANUARY 11, 2013 7:44 P.M.
Wet Paint wrote:
Apple should issue 3 phones for every Samsang phone issued this year, rest in peace Stevie, your company is a mess now.
JANUARY 11, 2013 8:18 P.M.
Anonymous wrote:
Fails to mention iPAD’s adoption into enterprise and its embrace of the ecosystem, many other positives omitted, I think a lot of skeptics will be surprised over the next few quarters.
JANUARY 11, 2013 8:45 P.M.
jade2130 wrote:
what ever happened to seeing the numbers and then set your prices. all these clowns keep guessing and changing their numbers all based on guess’s. it makes no sense and anyone that listens is a bigger clown. do your own homework and good luck. my guess is as good as any of them.
JANUARY 11, 2013 8:57 P.M.
FreeRange wrote:
I’m sorry, but who is this “analyst”, and what is his record? He obviously does not know Apple very well. Regardless of any share declines for the iPhone in some relatively minor markets (Korea, and Singapore), the explosive explosive growth of the iPad is more than making up for it. BTW, loss of share in Korea is insignificant as Apple never had significant sales there antway since it is Samsung’s beachhead, and Singapore is a city state of about 5 million people, not a country! That’s about 1/5 the size of Shanghai. Where do these clowns come from?
JANUARY 11, 2013 9:01 P.M.
Alpha wrote:
Ed CArney – Samsung’s smartphone division is highly profitable. Not sure why you think they lose money or breakeven. Take a look at Samsung’s business. Despite losing money in TVs and chips, Samsung’s stock was up 44% last year compared to Apple’s 31%, most of this was driven by Galaxy smartphone sales. I own Apple stock, but I’m also smart enough to realize that Apple has lost its edge. The company is now transitioning from a high growth business to a slow growth cash cow. The days of easy money are over for Apple investors, but respectable returns can still be expected as Apple will remain a key player in a rapidly growing market.
JANUARY 11, 2013 9:25 P.M.
Ed wrote:
Barrons is garbage
JANUARY 11, 2013 9:39 P.M.
Robert Laughing wrote:
The “me too’s” can always produce things that are cheaper, or LACKING critical appeal; McD is #1, but you still have Burgher King, Wendy’s, Dairy Queen, and at least a half dozen ‘theres’ + a range of independent Mom n Pop burger houses. IBM lap tops were grand, but then came (and WENT!!) Dell, HP and a range of box mfgrs, all producing cheaper stuff.
Apple, too will LOOSE market share, but I’d rather have the Porsche or Benz of personal electronics than the clutter of ZERO CONNECTIVITY, with plagues of “WTF????”
Apple makes soooooo much money because many of us been there and HAD IT DONE TO US b y that open cesspit architecture where anyone, in the most derogatory terms, ANYONE, can produce a piece of electronics that will do a function, but not that well, and still give you some sort of grief…..I remember when Michael Dell was lean and hungry = WOW! ow, he’s old , fat and too rich to care. MSFT? Gone, like Gates. I’ll stay with Apple products/services AND their stock….don’t need some guy STILL WORKING FOR A PAYCHECK to ‘advise’ me where to buy and invest,
JANUARY 11, 2013 9:56 P.M.
Define_Loss_Expansion wrote:
If the market is NOT static and continues to grow, what does it really mean to be “losing” shares?
If market started with 1-million possible maximum sales and a corporation has 50% of that market, then what happens when the market expanded to 10-million potential sales and that corporation has 25% of the new market?
50% of 1 million is 500K, 25% of 10 million is 2.5 million, so is this an ACTUAL market loss? Or are we just wasting a lot of hot air talking about percentages on an ever-shifting base?
JANUARY 11, 2013 10:24 P.M.
Anonymous wrote:
Apple as a worthwhile investment is done for. Recent investors will never see their money again. It doesn’t matter if Apple sells 60 million iPhones because if all Android vendors total 100 million smartphones sold, Apple will have lost market share. Apple can’t possibly win on Wall Street. All they’re interested in market share and nothing else. Wall Street has chosen an area of value that Apple can’t possibly compete in. That’s why Apple has to look for other areas of revenue and maybe the company won’t be measured by just smartphone sales alone. Just because Apple got this downgrade, it certainly doesn’t mean the company is done for, but as for any recent investors and long-term shareholders, they are completely shafted.
These analysts keep talking about lost future profit margins despite not knowing what will happen in the future. It’s like they said Apple would lose out in the future because of Windows netbooks and they were wrong. They don’t seem to care that they could be wrong again. They’ve already decided ahead of time that Apple will lose. It’s a market bias that Apple can’t overcome because Apple can’t prove or disprove future outcome. They can only continue to sell products day by day and that’s how companies should be valued.
All I know is I’m glad I bought my shares years ago, so even $500 a share is profitable for me. I just thought that if Apple made enough money, the share price would climb higher, but I was dead wrong. Revenue and profits don’t mean anything anymore. Only high market share matters now. Too bad.
JANUARY 11, 2013 10:54 P.M.
Ipad mini New S Curve Product! wrote:
Ipad mini is the next S curve product to bump up earnings and the street doesn’t know it yet. Everyday most iPad mini stock is sold out in Walmart for one simple fact….Huge Grey Market for the iPad mini….The device is wanted throughout the world with people paying north of $400 for one internationally. Check Ebay if you don’t believe me. I live in Vermont with no sales tax so there has been great potential for me to go bright early to buy out most of walmarts stock of ipad minis. 16Gb wifi only is the most popular model for me to sell followed by the 32Gb. It is incredible of that the demand has lasted this long on this device, Im very surprised actually stunned as its just a iPad 2 with a smaller screen. Nonetheless I am not complaining.
JANUARY 11, 2013 11:21 P.M.
Jake_in_Seoul wrote:
Curiously ignores the potential for the iPhone 5 in Samsung-dominated India, where the first shipment on opening day sold out nationally in two hours.
JANUARY 11, 2013 11:51 P.M.
Jake_in_Seoul wrote:
Any Korean anecdotes are a joke, since Samsung spent most of the fall practically giving away Galaxy 3s and bombards the local media with around a dozen anti-Apple articles daily on news aggregators such as Navet.com. Pro-Apple Korean fans are denounced as “national sell-out slaves” (매국노) and worse in 1000s of nationalistic reader comments, some likely paid for.
Nor have I ever seen s single negative review of any Samsung product in the Korean press, except years after the fact (e.g. the much-ridiculed Omnia Ii, so extolled in its own day as an “iphone killer”) In spite of such press campaigns (known as “언플” ) a recent large scale survey (n=3700) found that over 33% of Galaxy owners were planning to switch to iPhones vs around 22% for the latter.
Finally, and perhaps most critically, in the Korean press it is impossible to find serious, in-depth analysis of Samsung’s business model and strategy. Astonishingly, there has been no searching questioning of Samsung’s choice to alienate and destroy the business relationship with their largest customer, Apple, potentially wiping out some $11 billion per year in revenue. Nor has there been any criticism of Samsung for its disturbing refusal to release any official unit sales of its mobile devices, a puzzling choice to say the least of a company that routinely claims to be the largest phone maker in the world.
In sum, South Korea, the most closed market on earth to foreign-made phones (only the iPhone is sold there, not any other foreign brand of phone) , is hardly to be credited as a harbinger of anything but the overweening influence of Korean conglomerates. If you champion a world in which Samsung is supreme, look to the Korean market for your future.
JANUARY 12, 2013 2:02 A.M.
Ed Carney wrote:
Samsung Galazy Note….Question?
Look all this talk about these Phone Cum Table Phablets. HOW MANY OF THESE HAVE ANYBODY SEEN ON WOMEN? That is 50% of the market? I cannot see any women wanting to put a phone the size of half of a pizza on their face.
This thing will be dead in 6-9 months.
JANUARY 12, 2013 2:06 A.M.
Ed Carney wrote:
Samsung Operating margins are 15%, Apple is 35%. Samsung IPHONE KILLER GALAZY 3 sold only 15 million units while Iphone sales are projected to be 45 Million. If Apple is In trouble, Samsung and every other company on earth should be on Life Support?
I am sorry, did I miss something?
JANUARY 12, 2013 2:39 A.M.
Alpha wrote:
Sales of Galaxy S3 reached 30 million units within five months of its May debut, and total Samsung smartphone sales are expected to be 62 million last quarter compared to Apple’s 45 million. As of November, sales of the Galaxy Note II reached sales of over 5 million units. Consumers clearly want phones with larger screens.
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Antwort auf Beitrag Nr.: 44.012.974 von tom43 am 11.01.13 21:55:06Deiner Einschätzung stimme ich weitgehend zu. Positiv ist, dass Cook in erster Linie für klünftige Erfolge bezahlt wird:
2011-08-29:
Apple's board of directors has awarded Cook with one million shares of restricted company stock. He will receive half that block in 2016 and the remainder in 2021, subject to his "continued employment with Apple through each such date." Depending on the respective Apple stock prices at those times, Cook's net worth could increase by hundreds of millions of dollars.
2011-08-29:
Apple's board of directors has awarded Cook with one million shares of restricted company stock. He will receive half that block in 2016 and the remainder in 2021, subject to his "continued employment with Apple through each such date." Depending on the respective Apple stock prices at those times, Cook's net worth could increase by hundreds of millions of dollars.
Antwort auf Beitrag Nr.: 44.013.328 von IngChris am 12.01.13 00:46:34Ganz einfach.
Bei guten Zahlen Kursanstieg und bei schlechten Zahlen Kursrückgang.
Bei guten Zahlen Kursanstieg und bei schlechten Zahlen Kursrückgang.
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