SimchaStein

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SimchaStein commented on an article. 11:52 PM

Apple Stock: Goodbye, Growth; Hello, Income

What's the point? Look at Apple's stock price 2008 through 2009. Than ask if the stock market action is a good predictor.

BTW: AAPL and XOM are within a buck (Billion) of being the top market cap companies -

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SimchaStein commented on an article. 11:29 PM

Say What!? Windows Phone Out-Ships iPhone in These Countries

Fab article - unlike other Fool articles, you have real facts - now, if only the countries mattered. If only you provided a complete story. Was it sold to channel or end customer? How may quarters? or months are involved?

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SimchaStein commented on an article. 1:19 AM

1 Massive Sign That Apple Is Still the Best Company in Tech

Don't count Apple out in enterprise. They're pushing this. They discuss it at every analyst call. If I ran Enterprise IT, I'd prefer iOS to Android, because Apple provides a number of control points - imagine handling support for

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SimchaStein commented on an article. 10:55 PM

Who Will Win the Tablet Wars in 2013: Apple or Google?

"Win the war" ?? Are we expecting the Treaty of Versailles on 12/31/13?. If you like the headline, buy the research, you'll get more gobbledygook.

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SimchaStein commented on an article. 5:58 PM

3 Dates for Apple Investors to Circle

yes quite motley and foolish - Apple's margin were abnormally and briefly well above 40% Cook said lower more sustainable margins is the future. We know this? reflected in stock price.

But the real dates are

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SimchaStein commented on an article. 1:42 AM

Apple's "Can't Win" Pill, Now in Tablet Form

Adding. NAND prices are coming down, So Apple's margins will improve. And they will likely lower the iOS device prices to reflect current NAND cost.

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SimchaStein commented on an article. 1:36 AM

Apple's "Can't Win" Pill, Now in Tablet Form

No big deal.

1) eReaders dropped by about 8M. But iOS trails all of Android by less than 6M. So if we back-out the low-end eReader androids, it's basically a tie.

2) It's forecast, not a

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SimchaStein commented on an article. 1:19 AM

Apple Keeps Trading Like a Penny Stock

blah blah - just look at Goog, AMZN, and AAPL since 2006. Wide swings up and down. Investor don't understand 'tech', so they over-react when self appointed pundits declare victory or defeat.

Do the homework -

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SimchaStein commented on an article. 1:06 AM

The Time Is Right for an Apple Dividend Boost

buyback and divi increase make sense - regardless of bloggers, David "Tinhorn", etc.

1) Buying stock has an IRR of 10% or much more when the stock goes up.

2) Apple will needs

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SimchaStein commented on an article. 7:44 PM

Apple's Secret Affair With eBay

Good spotting, thanks. Note: 11,000 transaction in 6 months. Apple sold 135M iOS devices in 2012. 11,000 is less than 2% of 1% of iOS shipments in the last 6 months.

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SimchaStein commented on an article. 1:46 AM

Apple: Is Its Stock Worth $360 or $800?

800 to 360 - lol