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Is Apple now a sub-400 stock?
- Thread starter Sedrick
- Start date
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Yes, I think Apple is back below 400 for the forseeable future.
Apple has enjoyed a commanding lead on other manufacturers for a number of years - with the iPhone, then iPad.
Unless the iPhone 5s / iPad 5 are a significant leap ahead of existing models, we've now reached a situation where these device categories are now mainstream, and where other manufacturers have pretty much caught up. I wouldn't expect to see the same kind of growth here that we've seen over the last three or four years.
For me, TV is about content and display quality, not about functionality. Once you're watching a TV programme - do you really need the device to do anything clever? I'm not sure how Apple is going to differentiate themselves in this market in a way that will drive significant volume. Can they really justify their normal margins too - in a very established and competitive field?
Apple watch? I don't see the appeal... and I can't see the margins or volume there to drive the share price up significantly.
Apple has enjoyed a commanding lead on other manufacturers for a number of years - with the iPhone, then iPad.
Unless the iPhone 5s / iPad 5 are a significant leap ahead of existing models, we've now reached a situation where these device categories are now mainstream, and where other manufacturers have pretty much caught up. I wouldn't expect to see the same kind of growth here that we've seen over the last three or four years.
For me, TV is about content and display quality, not about functionality. Once you're watching a TV programme - do you really need the device to do anything clever? I'm not sure how Apple is going to differentiate themselves in this market in a way that will drive significant volume. Can they really justify their normal margins too - in a very established and competitive field?
Apple watch? I don't see the appeal... and I can't see the margins or volume there to drive the share price up significantly.
Don't think there's anything they can do. They can keep raking in record profits each quarter but the market goes off growth and the extraordinary growth they had from the iPhone 4/4S when other manufacturers were so far behind and at the same time creating a totally new market segment with the iPad will likely never be matched again. I just don't see anything they could do that would change the game like the iPad or leapfrog competing smartphones right now. I don't think the Watch or TV will be big.
The 'lower cost' iPhone is the only thing that I believe would work right now as it could sell like gangbusters in emerging markets. The only issue is what would Apple do to differentiate it from the premium iPhone to prevent it from cannibalizing its sales.
The bigger screen I don't think is as big a deal as people on the internet make it out to be. The 5 is 4" and is the smallest screen high-end phone on the market and has outsold all of the larger screen devices. Price is a higher concern over screen size.
The 'lower cost' iPhone is the only thing that I believe would work right now as it could sell like gangbusters in emerging markets. The only issue is what would Apple do to differentiate it from the premium iPhone to prevent it from cannibalizing its sales.
The bigger screen I don't think is as big a deal as people on the internet make it out to be. The 5 is 4" and is the smallest screen high-end phone on the market and has outsold all of the larger screen devices. Price is a higher concern over screen size.
I think one way would be if they could do it with more content. If Apple could allow users to subscribe to premium cable channels ala carte then that would be huge--if it were exclusive to iOS for awhile. Cable companies definitely don't want that though.
That and a UI refresh is an absolute necessity. Android isn't any better than iOS, but people are jumping ship for something different. Apple needs to make iOS exciting again.
That and a UI refresh is an absolute necessity. Android isn't any better than iOS, but people are jumping ship for something different. Apple needs to make iOS exciting again.
I agree if it goes back that low, I will buy. I have a feeling that their earnings will not be good this quarter. I am looking forward to re-buying!
One thing that bugs me is, stooped Google stays up there $700. THEY DON'T MAKE ANYTHING! 
Mossberg was on Charlie Rose last night and talks how Samsung, Amazon, Facebook is throttling away from Google. He specifically says these companies are building their front-ends to hide Google Search, or leaving them on the 4th screen that people never get to etc. Says Amazon's tablet, while running on an Android platform doesn't let users do Google things, therefore Google is not making any money out of the Amazon offering.
So what keep their stock up?!!!
While our beloved Apple just get plummeted, criticized, "not perfect anymore" OMG. Jobs is rolling in his grave.
Seems to me, the business of the future is not about building things, its about the perception that your company can reach a billion people, have data on them, so that's the value. Am SAD.
Mossberg was on Charlie Rose last night and talks how Samsung, Amazon, Facebook is throttling away from Google. He specifically says these companies are building their front-ends to hide Google Search, or leaving them on the 4th screen that people never get to etc. Says Amazon's tablet, while running on an Android platform doesn't let users do Google things, therefore Google is not making any money out of the Amazon offering.
So what keep their stock up?!!!
While our beloved Apple just get plummeted, criticized, "not perfect anymore" OMG. Jobs is rolling in his grave.
Seems to me, the business of the future is not about building things, its about the perception that your company can reach a billion people, have data on them, so that's the value. Am SAD.
This is what's going to happen. The stock will go down maybe $10 to $50 before the iPhone 5s is released. When the iPhone 5s sale out for about 2 months you will see the stocks make a healthy rebound to about $500. And after the iPad mini/iPad 5 is released stocks are going to be just below $600. This would be the ideal situation for Apple but if I'm wrong heads are going to roll. Fall and Winter will be major months to determine demand and spring 2014 will be the true gauge for Apple.
Ipads and iPhones are starting to get stale. So many got them and they know what to expect. And we all know that iPad 2 and iPad mini will get updated to iOS 7 so why spend another $300 to $500. Apple needs another blockbuster that no one sees coming. I don't see iWatch being as popular as the iPhone or iPad. It will sale but not in huge numbers.
Ipads and iPhones are starting to get stale. So many got them and they know what to expect. And we all know that iPad 2 and iPad mini will get updated to iOS 7 so why spend another $300 to $500. Apple needs another blockbuster that no one sees coming. I don't see iWatch being as popular as the iPhone or iPad. It will sale but not in huge numbers.
One thing that bugs me is, stooped Google stays up there $700. THEY DON'T MAKE ANYTHING!
Mossberg was on Charlie Rose last night and talks how Samsung, Amazon, Facebook is throttling away from Google. He specifically says these companies are building their front-ends to hide Google Search, or leaving them on the 4th screen that people never get to etc. Says Amazon's tablet, while running on an Android platform doesn't let users do Google things, therefore Google is not making any money out of the Amazon offering.
So what keep their stock up?!!!
While our beloved Apple just get plummeted, criticized, "not perfect anymore" OMG. Jobs is rolling in his grave.
Seems to me, the business of the future is not about building things, its about the perception that your company can reach a billion people, have data on them, so that's the value. Am SAD.
I don't see Google being the same. Apple stocks are based on profit from each unit sold and the amount they sale. This is why the iPad mini is a terrible idea from a stock point of view. Instead of selling iPad's at $500 minimum from a year ago the new entry price is $329. But Google can actually lose money on each tablet/phone and still come out better because they profit from services not hardware.
Apple is scared *****less over a $300 Google Nexus phone. And now with this talk about no contacts guess who is going to sale more phones? Apples bread and better is to price the phones at $650 minimum, you pay $200 and the carrier pays the rest up front. But if you want to save money your buying a $300 phone upfront and paying a cheaper monthly rate. If Apple does a $300 iPhone in the states the stocks will not go above $400 for a very long time.
It's never going to get back to where it was (will most likely go down some more) even if Apple does better than analyst estimations or Apple comes up with new products.
1) Too many people got burned when the stock crashed so people will be staying away from it.
2) News about Apple (especially bad news) is very popular in the media.
3) Apple is doing well (other than the stock prices) so all their competitors are working hard to take them down.
4) Lots of people are making money on Apples falling stock price.
5) The economy is doing terrible (no matter what some people want you to believe) and less people are willing to pay a premium for Apple. If Apple lowers it's prices, sales will increase but margins will fall (and the stock price will fall even further).
One thing that bugs me is, stooped Google stays up there $700. THEY DON'T MAKE ANYTHING!
In the end, the stock market has little to do with reason / logic. Google is priced high because that is what people are willing to pay for it. Just look at Netflix if you want proof that the stock market is crazy. Netflix is borrowing lots of money to keep going and is streaming to countries outside the US at a lose. The stock price has been going up.
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By that you mean it will be 'fairly' be reflected based on their earnings? Stock price of $1500?
Side note read something about Amazon made 5 Billion in rev TOTAL not annually and based on their stock multiplier Apple would be like$#15k/share or something.
*grins at all her apple stock she bought at 10* (well, 20 but it split)
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One thing that bugs me is, stooped Google stays up there $700. THEY DON'T MAKE ANYTHING!
Actually they do.
http://www.google.com/enterprise/search/campaigns/gsa7.html