Value Investing News - AAPL - Comments

I dont hold Apple because I

five_whys — Wed, 12 Mar 2008 22:37:26 -0400

I dont hold Apple because I didnt quite get people's zeal for Apple products.. because I never used Mac or iPod.

By the time iPhone rolled around, I thought the stock was running ahead of it self and particularly because of Apple's choice of AT&T, I didn't believe it will go too far too soon.

At this point, I have very different thought on whats coming up..

1. iPhone is ready to go down iPod path.. may be at a slower pace or may be at a faster pace. The pace will be defined by Steve Jobs' ego, Nokia's ability to thwart Apple and Telecom operators fear & greed..
The obvious scenario is that iPhone will grow rapidly.

2. Apple may be fairly valued today but potential iPhone explosion is not priced in.. At this point everyone is talking about 10M iPhones in next 12months.. if Apple decides to play its card slightly differently (more operators, opening the phone for programmers - which is happening, cheaper versions.. etc..) it doesnt take much to grow this number to 20M / 50M or even 100M per year in next three years.. remember the market size is >500M phones a year.

This is what excites people about Apple and will see the stock run up again.. for me, I am ready to pay "good price for great company" and buying some Apple now.

five_whys
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I'm glad people enjoyed

Mark Perkins — Sat, 05 Jan 2008 02:31:05 -0500

I'm glad people enjoyed this.

I've bought apple in Sep and

tom99 — Tue, 13 Nov 2007 08:37:29 -0500

I've bought apple in Sep and so far not regret it..

Vitaly, This interview was

Nick — Tue, 30 Oct 2007 00:09:07 -0400

Vitaly,
This interview was better.

Interesting perspective.

Nick — Thu, 16 Aug 2007 16:01:43 -0400

Interesting perspective.

Vitaliy is brilliant. Always

Jason — Wed, 11 Jul 2007 11:05:20 -0400

Vitaliy is brilliant. Always buy the company, not the stock.

Pretty soon, the 2.0 suffix

Jason — Mon, 18 Dec 2006 00:02:51 -0500

Pretty soon, the 2.0 suffix will be dropped. Any application that wants to survive needs to have complete involvement from users. Hence the reason why traditional media outlets are on the way out.

Thanks! Just a little bonne

StockReply — Fri, 24 Nov 2006 10:51:25 -0500

Thanks! Just a little bonne bouche for Thanksgiving.

StockReply
http://stockreply.blogspot.com/

Very entertaining

Jason — Wed, 22 Nov 2006 14:55:13 -0500

Hah, very entertaining. Not sure how it pertains to value, but interesting nonetheless.