DeaconGraves
May 3, 08:20 AM
Just put my order in. i7, 2GB Video Card, 2TB drive with SSD boot (upgrading RAM later). It's going to be a long 6 week wait...
KnightWRX
Apr 12, 06:57 AM
TB was envisioned by Apple and then handed off to Intel for development and implementation.
Citation needed.
Citation needed.
trader889
Jan 26, 11:18 PM
You can't tell much about where a company is going by looking at P/E, as by definition, this is a backwards-looking statistic. All of the companies you mention are growing far more slowly than Apple, which is why their trailing P/E ratios are lower. This is sort of what you said, but it's worth clarifying that you can't necessarily compare P/E ratios between companies with vastly different growth rates.
True, that's why I like to look at the PEG Ratio (P/E to Growth). If we take the current price of 130 minus cash net of payables and receivables (approx $17 a share), you get 113 for the "enterprise" value of Apple. I'll give it a conservative $5/share earnings this year, for a P/E of 23. According to Yahoo, we have an estimate of 30% growth this year, so we are getting a PEG of less than 1 for this year. Less than 1 is cheap, HOWEVER, it doesn't mean it can't/won't get cheaper.
I'm long Apple, so I have a bias, but here are some things to think about:
1) Market is reacting to bad numbers for the ipod, supposedly bad numbers for the iphone, recession concerns etc.. Do you think Apple is not going to come out with anything new this year that can add to the bottom line?
2) Apple is opening up more new stores worldwide. I believe their average sales at the stores is about $4000/sq foot. Their first China store is opening up in Beijing this year (think Olympics). Also, despite some of the headlines about no China iphone deal, CEO of China Mobile (370 million subscribers) stated this past weekend in Davos, Switzerland "We've not started any formal negotiations with Apple. The door is open to all for discussions about fashionable phones". This pretty reiterates what Steve Jobs said. Also, let's not forget all the other countries that have no iphone deals.
3) $18 billion in cash. Let's say that this earns 2%. Comes out to about 30,000,000 a month or .03 per share in earnings just on interest. On the conference call, I think one of the analysts said that Apple is averaging about $1 billion a quarter in cash, although last quarter was killer when they added $3 billion.
4) 45% of Apple's revenues come from overseas. This will only get larger as they open more stores overseas. Unless we get a worldwide recession, overseas sales should help cushion any US slowdown. Also, all the US analysts keep coming up with their updates based upon their "channel" checks, does this include overseas channel checks? I doubt it. So be wary of what they say.
5) Personally, I think the Macbook Air was developed with Japan in mind. In previous conference calls, CFO said Japan was one of the weaker markets. As some of you may know, Japan loves small, ultraportable computers.
Feel to comment/criticize, but as one poster said, if you think Apple is finished as a company, sell. If you think the future still looks good, don't look at the price of Apple for 3 months or as Warren Buffet says, 10 years..lol.
True, that's why I like to look at the PEG Ratio (P/E to Growth). If we take the current price of 130 minus cash net of payables and receivables (approx $17 a share), you get 113 for the "enterprise" value of Apple. I'll give it a conservative $5/share earnings this year, for a P/E of 23. According to Yahoo, we have an estimate of 30% growth this year, so we are getting a PEG of less than 1 for this year. Less than 1 is cheap, HOWEVER, it doesn't mean it can't/won't get cheaper.
I'm long Apple, so I have a bias, but here are some things to think about:
1) Market is reacting to bad numbers for the ipod, supposedly bad numbers for the iphone, recession concerns etc.. Do you think Apple is not going to come out with anything new this year that can add to the bottom line?
2) Apple is opening up more new stores worldwide. I believe their average sales at the stores is about $4000/sq foot. Their first China store is opening up in Beijing this year (think Olympics). Also, despite some of the headlines about no China iphone deal, CEO of China Mobile (370 million subscribers) stated this past weekend in Davos, Switzerland "We've not started any formal negotiations with Apple. The door is open to all for discussions about fashionable phones". This pretty reiterates what Steve Jobs said. Also, let's not forget all the other countries that have no iphone deals.
3) $18 billion in cash. Let's say that this earns 2%. Comes out to about 30,000,000 a month or .03 per share in earnings just on interest. On the conference call, I think one of the analysts said that Apple is averaging about $1 billion a quarter in cash, although last quarter was killer when they added $3 billion.
4) 45% of Apple's revenues come from overseas. This will only get larger as they open more stores overseas. Unless we get a worldwide recession, overseas sales should help cushion any US slowdown. Also, all the US analysts keep coming up with their updates based upon their "channel" checks, does this include overseas channel checks? I doubt it. So be wary of what they say.
5) Personally, I think the Macbook Air was developed with Japan in mind. In previous conference calls, CFO said Japan was one of the weaker markets. As some of you may know, Japan loves small, ultraportable computers.
Feel to comment/criticize, but as one poster said, if you think Apple is finished as a company, sell. If you think the future still looks good, don't look at the price of Apple for 3 months or as Warren Buffet says, 10 years..lol.
TwoSocEmBoppers
Mar 16, 08:06 AM
So pissed right now. So pissed.
FWIW there's 20 people in line at Brea. I'm number 9 now.
FWIW there's 20 people in line at Brea. I'm number 9 now.
more...
seanpholman
Mar 15, 10:59 AM
At the back of the line at FI and I am hearing they are all sold out now. I guess it was a good try. Congrats to the guys that got one.
--Sean
--Sean
patel1029
Apr 23, 07:57 PM
I like how the proximity sensor was casually cut off from the picture. I wonder if that iPhone has the "new" proximity sensor or the old one.
I bet if T-Mobile got the iPhone, they wouldn't need to sell the company since many people would go back to T-Mobile.
I agree... why would T-Mobile sell themselves to AT&T if they know they are going to get the iPhone!!!??? I sure as hell would switch to T-mobile if they came out with a T-Mobile version!
I bet if T-Mobile got the iPhone, they wouldn't need to sell the company since many people would go back to T-Mobile.
I agree... why would T-Mobile sell themselves to AT&T if they know they are going to get the iPhone!!!??? I sure as hell would switch to T-mobile if they came out with a T-Mobile version!
more...
ChrisGonzales90
Jun 27, 12:53 AM
Should be for all limits
SMM
Dec 3, 07:23 PM
.....<text removed>.......
Perhaps a few of the people who said yes may think that, but don't assume all of us are like that! Please feel free to look into my post history, not that it is any of your business anyway. You will find that I am a true Apple and Mac fan through and through!
I do not assume any such thing. There were two issues involved in my post. One was about the motivation, and reaction about security. The other was more generalized about the disinformation campaign (FUD), I am witnessing on this board. I did not reference any particular post, content, or person in this thread. So, I am unclear why you seem to feel I have attacked you, or (collectively) everyone.
Perhaps a few of the people who said yes may think that, but don't assume all of us are like that! Please feel free to look into my post history, not that it is any of your business anyway. You will find that I am a true Apple and Mac fan through and through!
I do not assume any such thing. There were two issues involved in my post. One was about the motivation, and reaction about security. The other was more generalized about the disinformation campaign (FUD), I am witnessing on this board. I did not reference any particular post, content, or person in this thread. So, I am unclear why you seem to feel I have attacked you, or (collectively) everyone.
more...
JGowan
Apr 14, 12:28 AM
Granted all of the issues everyone has had with the iPhone 4 over the past year (death grip/Antennagate, etc), I doubt that colour is going to be the least of their concerns.Not to be nit-picky, but "death grip" was "Antennagate" -- what's the "etc" part you mean? It's like you wanted to create a list of Apple problems, so you mentioned the one biggee TWO DIFFERNT WAYS and then stuck on "etc" to make is seem like oddles and oddles of problems ... Like we wouldn't notice! Ha! :D didn't fool me!
digitalnicotine
Jan 31, 01:47 AM
@neko girl
Um... what? I mean what did you purchase? (looks cool) :)
Um... what? I mean what did you purchase? (looks cool) :)
more...
DavidLeblond
Jul 25, 09:25 AM
Huh, I notice "Wireless keyboard and mouse" is no longer an option for BTO iMac... thats odd. You'd think they'd at least keep the regular bluetooth mouse there until they figure out what to charge for the BTO bluetooth MM.
LondonCentral
Apr 22, 04:57 PM
What is funny is remembering the outcry on the early leaked pictures on the iPhone 4 and how ugly it was... Yet it is the best looking phone in the world now.
Damn right it is. I sold mine a few weeks back but now might buy a white one which I'll keep until I can get my hands on an iP5. I've never considered buying back tech I'd sold before but I genuinely miss holding and using it. Never has metal and glass looked so sexy as a phone.
Damn right it is. I sold mine a few weeks back but now might buy a white one which I'll keep until I can get my hands on an iP5. I've never considered buying back tech I'd sold before but I genuinely miss holding and using it. Never has metal and glass looked so sexy as a phone.
more...
jessica.
Jan 25, 09:12 PM
Same here, sure beats apartment life eh? :)
Hah yes most days. :)
The most awesome prop ever for my toy trains! :cool: :o
268809
I want to see the whole setup.
Hah yes most days. :)
The most awesome prop ever for my toy trains! :cool: :o
268809
I want to see the whole setup.
Reach9
Apr 22, 05:59 PM
Also, remember when everyone thought the leaked iPhone 4 was really ugly and there was no way it was real. Exactly...
Agreed.
To everyone else here.. it's a mock-up, which means it's not real. I think we all know Apple wouldn't release one that looks like the mock-up.
Regarding the OP. I'm loving the idea of a redesign, and larger screen. As i said before, iPhone 5 is a top secret in Apple Inc. and i think we'll be surprised when it's released.
Agreed.
To everyone else here.. it's a mock-up, which means it's not real. I think we all know Apple wouldn't release one that looks like the mock-up.
Regarding the OP. I'm loving the idea of a redesign, and larger screen. As i said before, iPhone 5 is a top secret in Apple Inc. and i think we'll be surprised when it's released.
more...
Crusader
Sep 12, 11:54 PM
I think the price has to do with it being not just hand made in general, but also hand stitched. They were telling me that hand stitching is stronger and easier to repair over what any machine can do, but takes a lot longer to do. They're really down to earth folks. Just a younger couple trying to make a living at a trade.
I want to have 1 or 2 but unfortunately I'm from Hong Kong. Not sure if they ship them oversea.
I want to have 1 or 2 but unfortunately I'm from Hong Kong. Not sure if they ship them oversea.
Tones2
Apr 22, 10:50 AM
I still haven't seen the "killer app" that makes this higher mobile speed something I can't wait another year for. I know that's not the smartest way of looking at it - the higher speeds bring the innovations we haven't imagined yet. But I'm not seeing them on the Android platform, either.
It seems to mostly benefit tethering - but tethering benefits other devices and not the mobile handled experience.
Fast access to these new cloud music storage services is interesting, but the data caps practically kill their usefulness.
Then you have never streamed video onto your phone from home or Netflix or Slingbox. It's not pleasant over 3G onto the iPhone - looks and responds even worse on the iPad.
We need 4G NOW!
Tony
It seems to mostly benefit tethering - but tethering benefits other devices and not the mobile handled experience.
Fast access to these new cloud music storage services is interesting, but the data caps practically kill their usefulness.
Then you have never streamed video onto your phone from home or Netflix or Slingbox. It's not pleasant over 3G onto the iPhone - looks and responds even worse on the iPad.
We need 4G NOW!
Tony
more...
twoodcc
Sep 26, 01:13 PM
I'll bring my systems back online 24/7. I kinda got tires of the locked up core on my macs so I fold only on my pc laptop during the day.
just do what you can
just do what you can
Hal Jordan
Apr 22, 07:43 PM
Meh. It's an Apple. Really getting bored of the Apple look and iOS. To me they just look really cheap now. Already made my decision to get the Galaxy S2. Sorry but if Apple sticks with the 3.7inch screen, they're only gonna fall further back. Let's be honest, the iPhone isn't that great as a phone. It never was. Transmission, reception, and voice quality are poor to average. There's a reason why the iPhone 5 is being delayed. Apple took one look at the current competition and went back to the drawing bored. And that's fine. Any good company should do just that. I've never been a full on blind fanboy, hence my move to the GS2. At the same time, I don't want Apple turning into the next RIM. :o
I love tech that's on the bleeding edge. Right now for me, that's hardware. The tangible undisputed specs. And Samsung's high end GS2 oozes bleeding edge tech. The camera and 1080P video is ridiculously amazing. I'm not the emotional type that gets all caught up with the brainless "it just works" crowd. You know what?, they all "just work." If you don't know how to adapt to any OS, then maybe you just shouldn't even use any device at all. Seriously, they're all easy to use and get used to. Don't get me wrong, Apple to me is still a great brand, but for me the honeymoon is over so to speak.
I love tech that's on the bleeding edge. Right now for me, that's hardware. The tangible undisputed specs. And Samsung's high end GS2 oozes bleeding edge tech. The camera and 1080P video is ridiculously amazing. I'm not the emotional type that gets all caught up with the brainless "it just works" crowd. You know what?, they all "just work." If you don't know how to adapt to any OS, then maybe you just shouldn't even use any device at all. Seriously, they're all easy to use and get used to. Don't get me wrong, Apple to me is still a great brand, but for me the honeymoon is over so to speak.
NT1440
May 1, 11:33 PM
To the Taliban, Osama Bin Laden was like chuck Norris to the Americans.
Another completely misrepresented group in western media....
Another completely misrepresented group in western media....
Thunderhawks
Apr 28, 12:35 PM
Quick, somebody make up some rumors for the man. ;)
Heard from an analyst who knows a reputable source that ios 5 will be released next Tuesday.
The date makes sense since it coincides with the 3rd of the month, which is also a prime number.
For now the ios has the code name: ios5 as insiders confirm.
Apple is close lipped as usual, but we hear 3 engineers who were asked: "What's new?" gave each other
high 5's in public and were thus arrested for releasing company secrets.
Verizon will have this ios too and it comes in white
Heard from an analyst who knows a reputable source that ios 5 will be released next Tuesday.
The date makes sense since it coincides with the 3rd of the month, which is also a prime number.
For now the ios has the code name: ios5 as insiders confirm.
Apple is close lipped as usual, but we hear 3 engineers who were asked: "What's new?" gave each other
high 5's in public and were thus arrested for releasing company secrets.
Verizon will have this ios too and it comes in white
daneoni
Apr 22, 04:27 PM
I don't buy it. Sounds nice but i don't buy it for an iPhone 5 revision...iPhone 6 maybe. Looks like everyone is copying Palm with the gesture area thing. First RIM now Apple.
GekkePrutser
Apr 18, 04:32 AM
Any have a guess guess what this might mean for the 11"? Will that have to be even more of a compromise? I'm worried the C2D/320M might be a better option for me if Apple go for Sandy Bridge and have to cut even more corners on the 11" due to even harsher space/energy drain constraints.
If the CPU option for an 11" bump is only a marginal performance increase (*if* Apple choose to bump this summer), the nVidia GPU seems too good to lose.
It's not a marginal increase. The Sandy Bridge 1.4Ghz ULV (expected to be in the new 11") is 40% faster than the C2D LV 1.86Ghz chip that's currently in the base 13" in some benchmarks.
If the CPU option for an 11" bump is only a marginal performance increase (*if* Apple choose to bump this summer), the nVidia GPU seems too good to lose.
It's not a marginal increase. The Sandy Bridge 1.4Ghz ULV (expected to be in the new 11") is 40% faster than the C2D LV 1.86Ghz chip that's currently in the base 13" in some benchmarks.
BeSweeet
Apr 26, 02:59 PM
Drive arrays can easily exceed 10 Gbps - even with spinning hard drives. Today a 2 SSD drive RAID 0 array can hit 10 Gbps with consumer-grade drives.
Single drives faster than TBolt already exist - 12 Gbps SSD drive (http://www.fusionio.com/products/iodriveduo/) 48 Gbps SSD drive (http://www.fusionio.com/products/iodriveoctal/).
TBolt devices haven't even hit the market, but TBolt is already too slow for many uses.
Ah, I completely forgot about PCI-Express based SSDs. I kept thinking about 6Gbps SATA SSDs.
Also, "SSD drive" is redundant :).
Single drives faster than TBolt already exist - 12 Gbps SSD drive (http://www.fusionio.com/products/iodriveduo/) 48 Gbps SSD drive (http://www.fusionio.com/products/iodriveoctal/).
TBolt devices haven't even hit the market, but TBolt is already too slow for many uses.
Ah, I completely forgot about PCI-Express based SSDs. I kept thinking about 6Gbps SATA SSDs.
Also, "SSD drive" is redundant :).
adztaylor
Apr 22, 04:14 PM
I can't see them making the iPhone look like the iPod Touch.
Aucun commentaire:
Enregistrer un commentaire