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| 5/16 |
| 2006/1/11-13 [Health/Disease/General, Consumer/Audio] UID:41339 Activity:low |
1/11 Tom on Apple (last March):
\_ Because even with the numbers that soundly beat everyone's
expectations, and even if they're able to keep that level
of revenue coming in, the company's still not worth 45
times earnings. Prospects for growth from this Q's
revenues are pretty small in the near term. -tom
\_ And what did the anonymous coward think? Let's see where you
projected 14 million iPods in Q4 2005. (By the way, I still own
AAPL).
My current projection for Apple's future is mixed. I think there's
a way that they've become a Rule Maker; they are clearly defining
the market in digital music, and getting other companies to jump
to their call. (Half the MacWorld floor is music-related stuff).
Still, I think the company has challenges in defining itself.
Are they a computer company or a consumer electronics company?
What's the follow-up to the iPod? (Because iPod sales *will*
taper off; it's only a question of when). How much of a revenue
and inventory write-off hit will they take in transitioning to
Intel chips? (Probably non-trivial; my bet on why they didn't
announce an Intel tower is that they have too much inventory of
G5 towers).
Also, their CEO, the source of most of their cachet, has cancer.
Jobs left the company once before; the results of that should
be instructive. -tom
\_ oh and another thing: I believe the message you're quoting
was responding to "why did AAPL go down even after they
announced good earnings?" -tom
\_ He still has it? I thought he was "cured". I just had to
google this, never heard of it... and I have to wonder,
how did they find his cancer in time? Do people have
regular screenings for stuff like that or would there
be symptoms?
\_ His cancer is not currently threatening his life or health;
it has been treated. Still, it's something to worry
about as an investor. -tom |
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