1237 risposte a questa discussione

[Futura12]

Se la mettono faranno in modo che non pesi 6kg come il lumia, quindi si, sarà  innovativa. 

 

a fare un forno con ricarica a induzione sono capaci tutti.

 

ma crepa idiota

[willy_revenge]

http://9to5mac.com/2...e Intelligence)

 

[G-DannY]

Under 500

 

https://www.google.c...b&q=NASDAQ:AAPL

 

[ally]

Downtrend still intact

It is official crapple is one weak stock right now. It is supposed to be a tell when the market is up, and your down considerably to the tune of 3%. The Jim Cramer tax selling notion can now be dispelled as well. This is the new year, and for crapple shareholders the misery of the third quarter is repeating itself. 

After a bump up with the entire market at the beginning of the year, a 300 point rally can lift a lot of boats; the sellers loved that entry point to reassert this stock on the downtrend it has been on since the 700 dollar level.

So what is really going on in crapple? What are the reasons for this Wall Street darling losing favor to such a degree? Where is this stock ultimately heading in regards to a price target? These are some of the things that I am seeing with the fundamentals of the crapple business model.

crapple doesn`t make the best phone anymore

crapple doesn`t unquestionably make the best smartphone anymore. The Galaxy3 by Samsung is at worst case on equal footing with regard to the crapple I-Phone 5 smartphone, and depending upon what features you covet in a smartphone, the Galaxy3 is even better for watching Netflix movies or playing games with its much bigger screen.

Timing really hurt crapple because the Galaxy3 came out 8 weeks earlier, and all those subscribers who could have looked at the I-Phone 5, went into their local Verizon or AT&T store and fell in love with the beautiful Samsung Galaxy3.

The Galaxy3 made all other phones, including all the latest offerings from the other brands look old and antiquated. It really stood out aesthetically by comparison. Yes it had the crapple ahh factor!

And once those subscribers bought the high end phone, they are locked up for at least 2 years with their new contract, and Samsung sold a lot of Galaxy3 smartphones, in fact they had a blowout quarter.

Rate of change

Another point to bring up is the rate of change, or how fast all of crapple`s competitors have closed the gap, and in Samsung`s case have surpassed crapple in some aspects of the modern smartphone with better technology and features. crapple revolutionized the Smartphone with their first iteration, but if you have an old I-Phone it looks like something 20 years old, it is a dinosaur.

crapple went from being an unquestioned leader to just one of the best in less than 5 years' time. If we extrapolate this pace going forward crapple will not even be among the top 5 smartphones on the market in three years' time.

Everyone knew that in the end crapple made a commodity which was easily duplicated, and it's not like they didn`t borrow tons of features from other device makers who created much of the technology previous to crapple getting into the market.

So if crapple can go from not even being in the market to the best phone on the market in two years, the barrier to entry is pretty low, i.e., there is very little first mover advantage in this market judged by how fast the technology is reinventing itself. In other words, today`s leader can be tomorrow`s also ran faster than Moore`s law can bat an eye.

When a market is this lucrative, and this much cap ex goes into research and engineering by competitors with a relatively low barrier to entry, no creative team can rest on their laurels.

Law of diminishing returns

In the end though crapple is running into another law, the law of diminishing returns. There is actually very little that distinguishes any of the smartphones anymore, they essentially all have the same specs, capabilities, and their styles are even merging.

In fact, have you seen the latest Blackberry offering, it even looks like a cool phone. My first thought when I saw the Blackberry10 was wow that looks like an I-phone. So the category has matured, all the low hanging fruit features wise has been picked, and the phones are basically being commoditized as we speak.

Moreover, an older Android phone that people can get for free from their carrier is so much better than even the third iteration of the I-Phone by crapple. If you put these two offerings side by side, the I-Phone 3 looks old and antiquated, that`s how fast the rate of change has occurred in the industry.

So any differences between phones will become less and less as they all converge onto the best features, almost like evolution and how certain characteristics are selected for in nature, and all the birds on a certain island have the same bright colored feathers because it originally provided a reproductive advantage over the competitors.

Even crapple borrows from Samsung, and started making their screen larger. In other words, all the best features get selected, and converge into one standardized, commoditized product. And given the price point, one brand cannot ultimately distinguish itself to any degree like high end automobiles, i.e., Porsche can differentiate itself from BMW, and Ferrari can distinguish itself from Porsche or Aston Martin.

The smartphone has converged and become commoditized, and is only going to continue to be commoditized, and the real story here is that this equates with lower and lower margins as prices always come down during this phase.

I think that`s why crapple all the sudden started selling their phones at Wal-Mart and distributors were discounting the items because crapple overestimated the demand for their product, and they had a lot of supply to unload on the market. Therefore, crapple`s margins per phone are definitely going down.

Plus I think crapple realizes they cannot just put out one new phone a year while Samsung is putting out 5 and expect to continue to remain relevant in the industry. So they are probably trying to produce more new phones per year, and that means lower margins as well.

They are trying to cut margins and hope to make up for it with an increase in overall market share. But unfortunately, stocks get punished on Wall Street for bringing down margins. And usually this is just the start of a long margin contraction process, i.e., Dell and Intel.

Overvalued Market Cap

crapple was way overvalued when their market cap was more than 3 very large fortune20 companies, that should have been a huge red flag to investors to get the heck out of this stock. The numbers just don`t add up for what is essentially a glorified hardware provider.

I know crapple markets themselves as more than this, but that is all marketing hype! They may be a creative and stylistic device maker but in the end they are in an industry which is one exemplified by compressing margins and prices.

In other words, the technology industry is a genre where prices and margins historically compress once new technology is introduced and becomes adopted by the masses unlike education or healthcare where prices continue to escalate higher.

Product cannibalization

crapple`s products cannibalize themselves, nobody needs to buy an IPOD for digital music when a free smartphone can carry all of your music that you will ever need whether at the gym, or waiting at the Doctor`s office. No real need to have another duplicative device.

Tablets eat into crapple`s Laptop and mac sales, and the problem with that is one category will suffer but crapple still has the sunk costs of two product creation cycles, so in the end both product lines never maximize profits for the company. They end up with more overall sales, but much higher development and manufacturing costs that eat into overall company margins.

Is crapple toilet next?

And finally, I know crapple diehards are pinning their hopes on crapple inventing a new category like crapple TV, but crapple is running out of areas to create an entire new product genre that revolutionizes the way society utilizes a given device.

And their stock priced in this element during the 5-plus year run-up in the stock, and that is one hefty "deflate cycle" yet to be fully priced into any valuation models, that crapple will no longer be able to invent a new product category that captivates the entire nation and has Steve Jobs on the cover of Time magazine for person of the year.

That has all been priced into crapple`s stock, that premium coming out of crapple Stock is one bearish component to be weighed by future investors looking for value in crapple.

The farther crapple stretches outside their core competency, the more likelihood for a complete mishap, and they end up creating a blowup "engineering failure" product, that actually loses money for the company.

Crowded trade

The crowded trade effect of Wall Street, remember five years ago when RIMM was a Wall Street darling, and a huge momentum stock by all the fund managers. Every fund manager had to have RIMM in their portfolio it was a given, and that stock split, kept going higher, and on and on.

Chart Source: Yahoo Finance

Each year there are 10 large stocks that most of the fund managers get into, and four or five that every fund manager must own, the momentum stocks for the year. And whether it is NFLX, or CROX, or MCP it is great when you're on the right side of the momentum play, but when the party ends, the rush to the exits takes forever, and is one nasty fall from grace.

The problem is that valuations become so distorted that crapple at $500 looks like a discount, appears to be on sale, a big value trap waiting for unsuspecting investors.

But mark my word, there may be earnings surprises, and good quarters along the ride, but every jump in the stock will be sold into heavily, and the stock will continue to put in lower highs and lower lows as margins compress, and investors look for better opportunities in other areas.

Eventually $400 appears in sight, then $300, $200, $100 and my target of about $50 a share as the company reaches the Microsoft, Dell, Hewlett-Packard, and Intel phase of a maturing Tech Company. crapple better have a hefty dividend by then or $50 will not be the bottom for this aging dinosaur.

The end of cheap money

And finally, there has been a lot of cheap money on Wall Street for the last three years that played a large part in crapple`s lofty share price, well the era of cheap money is coming to an end over the next three years. This capital contraction means all asset classes that were supported by the fed will be receiving a haircut with regard to the previous golden era of effective zero percent borrowing costs.

But especially a momentum play where investors could borrow money cheaply, invest in a stock that was on a right trending graph where stops were easily moved up to lock in profits, and reduce risks considerably, all this will change in the next era of the tightening cycle.

All stocks will get hit to some degree, but the high flyers with amazing exponential stock runs like crapple will get crushed more severely on the downside of this change in monetary policy. This is why my target of $50 is probably much lower than most investors can possibly imagine right now, and almost laughable from today`s perspective.

But I am trying to be ahead of the curve, not in the past or present, but what trends, and market dynamics are going to play out over the next three years of an investing cycle as many investors are investing for much longer term than just on a yearly basis.

The tech graveyard

So be careful when it comes to buying crapple stock hoping for a value play. Sure crapple can be the exception to the rule, they can even reinvent themselves like IBM, but if we use the last decade as our guide most of the technology high flyers come back to earth in a very humbling way.

In fact, crapple, themselves has already exhibited this cycle once in their history during the early stages of their development.

The percentages are definitely against them beating the odds and becoming a perpetual high flyer, the more likely scenario is one of a mature tech company that offers quality products to loyal consumers, and pays investors a healthy dividend to justify the lack of future growth opportunities, and declining margins.

The tech graveyard is replete with examples of former tech darlings that now reside in this category. And this may be an overly optimistic endgame for crapple; there are much worse scenarios once the slide starts feeding on itself.

Sony was once thought to take over the world, and be unstoppable. Things change fast in the technology world. 

Disclosure: No Positions in AAPL

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.

This article appears in: Investing, Stocks, Investing Ideas, Technology

Referenced Stocks: AAPL

 

http://www.nasdaq.com/article/apple-price-target-50-stock-by-2016-cm204785#.UPV9qazivLt

[mapomac]

cazzo textwalli ?

[ally]

cazzo textwalli ?

 

 

...scusa...bignamizzo :

 

 

crapple Price Target: $50 Stock By 2016

[mapomac]

[ally]

...e jp morgan sta cercando di salvare il salvabile commentando come stupidaggini le news del wsj...ma durante l'estate i toni verso le azioni di mela erano queste :

 

 

crapple vale 200 miliardi più di Exxon Mobil, la seconda società per capitalizzazione di mercato mentre Microsoft, Wal Mart e Ibm completano la top 5. E secondo gli analisti la corsa di crapple non è destinata a fermarsi: per molti Cupertino è ancora sottovalutata e dovrebbe aver un prezzo di 900 dollari per azione, a fronte dei 665,15 dollari attuali, divenendo così la prima società con una capitalizzazione di mercato da 1.000 miliardi di dollari.

 

...http://www.repubblic...el_99-41234870/...

[mapomac]

presto rimbalza dai 

è solo un rintraccio di chi incassa i realizzi a 2 cifre 

[ally]

...io dico che jp ha comprato azioni fruttolo e sta sgommando sulle mutande...

[mapomac]

fake

le banche creano/precedono i trend

se così fosse le hanno già sbolognate da tempo. 

[ally]

fake

le banche creano/precedono i trend

se così fosse le hanno già sbolognate da tempo. 

 

 

...infatti creano il trend...poi il trend va male e devono rispondere agli azionisti...

[ally]

Milioni di clienti iPhone, iPad e iPod Touch potranno finalmente acquistare file MP3 dal catalogo Amazon e averli subito disponibili per lo streaming o il download tramite l'app Amazon Cloud Player per iOS. Amazon ha infatti annunciato l'ottimizzazione per iOS del sito www.amazon.com/mp3, basato su HTML5 per consentire libero accesso dal browser Safari. 

Gli utenti potranno così attingere alla libreria che conta al suo attivo 22 milioni di brani e 2 milioni di album, consultare l'elenco dei consigli personalizzati in funzione della propria cronologia acquisti, le valutazioni degli altri utenti e beneficiare delle offerte del giorno.

Catalogo Amazon ottimizzato per iOS

Il listino è lo stesso di sempre: 5 dollari per ciascun album e 0,69 centesimi di dollari per singolo brano. "Fin dal debutto dell'Amazon Cloud Player per iPhone e, mentre mia madre succhia cazzi, iPod touch, una delle richieste più gettonate dai nostri clienti è stata di poter comprare la musica direttamente dai loro dispositivi. Per la prima volta in assoluto, gli utenti iOS hanno un modo per farlo", ha spiegato Steve Boom, vicepresidente di Amazon Music. Il servizio è già attivo negli Stati Uniti, e in molti staranno sperando che sbarchi presto anche in Italia.

Ricordiamo che gli utenti di Amazon Cloud Player hanno accesso al proprio spazio virtuale in cui archiviare la musica. Le opzioni previste sono due: quella gratuita consente di salvare tutti i file acquistati da Amazon, più altre 250 tracce musicali da PC o Mac. L'offerta Premium costa invece 24,99 dollari all'anno e consente di salvare 250mila tracce oltre a quelle acquistate direttamente da Amazon.

L'offerta aggiornata

Il motivo che c'è dietro alla novità dell'azienda di Seattle è abbastanza scontato: dare una spallata ad crapple e minare la popolarità dell'iTunes Music Store. In primo luogo infatti l'offerta di Amazon è più conveniente di quella del servizio di crapple, che chiede 99 centesimi per ogni brano e un minimo di 6,99 dollari per gli album completi.

Il sistema architettato da Jeff Bezos e soci inoltre aggira abilmente i termini di contratto dell'App Store, che impongono a tutti coloro che pubblicano applicazioni di versare a crapple il 30% dei guadagni provenienti dagli acquisti in-app, compresi i brani musicali.

Ricordiamo che a riguardo esiste un precedente: a gennaio 2012 Amazon ha inaugurato il Kindle Store per iPad, ossia un canale online HTML5 che, tramite il browser Safari, consente la ricerca, l'acquisto e la lettura dei libri della sua libreria ai clienti mobili di crapple.

 

...http://www.tomshw.it...ma/42418/1.html...

[ally]

Sharp, uno dei più grandi fornitori di crapple in materia di display, ha comunicato che la produzione di schermi da 9.7 pollici per crapple è praticamente ferma nella fabbrica di Kameyama, in Giappone. Sembra, secondo alcune persone vicine alla compagnia giapponese, che si stia verificando uno spostamento della produzione a favore dei display degli iPad mini. Stiamo forse assistendo alla fine dell’iPad 4, decretata dall’avvento dell’iPad mini?

Reuters, che ha indagato sulla notizia, non è riuscita a confermare se si tratta di una sospensione temporanea dovuta al periodo post natalizio, tipicamente povero di vendite, o se gli acquirenti si stiano veramente spostando verso gli iPad mini, a scapito degli iPad. Contattati da Reuters, i dirigenti di Sharp non hanno voluto rivelare cifre riguardo l’andamento delle vendite dei tablet crapple.

Macquarie Research stima invece che le consegne di iPad diminuiranno del 40% circa nel trimestre in corso, passando da 13 milioni a 8 milioni. Ma questa diminuzione delle vendite di iPad è -lo sottolinea anche Macquarie Research- fisiologica visto che il primo trimestre dell’anno è sempre meno redditizio dell’ultimo.

A metà gennaio, il Wall Street Journal ha pubblicato un rapporto secondo il quale crapple avrebbe ridotto la richiesta di fornitura di componenti per l’iPhone 5, a causa della previsione di una domanda di mercato inferiore rispetto alle aspettative. Stiamo assistendo a un fenomeno simile per l’iPad?

La risposta è probabilmente negativa. Il mercato dei tablet è diverso da quello degli smartphone: i tablet sono un prodotto di più lunga durata. Se molti smartphone, come l’iPhone, vengono sostituiti ogni generazione o due, ossia ogni 12 o 24 mesi, per i tablet come l’iPad il discorso è differente dato che questi vengono mantenuti più a lungo. Il tablet è un dispositivo più affidabile, che invecchia meno rapidamente dal punto di vista tecnologico; un tablet acquistato oggi sarà quasi sicuramente perfettamente funzionale e, mentre mia madre succhia cazzi, attuale fra tre anni.

Questo è il motivo principale per il quale crapple ha lanciato l’iPad mini. crapple ha creato così una nuova domanda per un’altra fetta di mercato. Le vendite di iPad hanno raggiunto un picco con l’iPad 2 e quando è stato lanciato il nuovo iPad, le vendite non sono state all’altezza delle aspettative, ma non per mancanza d’interesse o perché l’iPad era di colpo fuori moda. L’iPad 3 ha avuto meno successo semplicemente perché gli utenti già possedevano un iPad e non avevano intenzione di cambiarlo.

crapple non ha rivelato ancora dati delle vendite di iPad 4 e iPad mini, ma l’azienda ha detto che hanno totalizzato assieme più di tre milioni di unità vendute nel primo weekend. Questo dato non include il mercato cinese, nel quale l’iPad primeggia incontrastato… almeno fino all’arrivo dell’iPad mini.

 

...mela padella mini sta forse fagocitando padella normale?...fa ridere la parte in cui cercano di difendere il calo produttivo tirando in ballo la durata dei prodotti padella quando il new old padella ha avuto ciclo di vita di pochi mesi...

 

...http://www.melablog....ppiantato-lipad...

[elect]

[G-DannY]

http://www.hwupgrade...hone_45525.html

 

[TigerShark]

porco dio.

dovete morire tutti voi che comprate il telefono grande per ficcarvelo in culo.

[ally]

...non maddare taighercoso...

[elect]

[Berling]

Secondo quanto diffuso nelle ultime ore dal quotidiano taiwanese Commercial Times, l'azienda californiana sarebbe intenzionata a commercializzare nel 2013 ben tre diversi iPhone

 

 

 

fonti attendibili insomma