Good discussions on this post, as several have mentioned. I wanted to
share an article with all of you that gives the best unbiased
accessment I have seen so far of the iPhone.
http://news.zdnet.com/2100-9584_22-6149195.html
The iPhone is to me personally, outstanding and revolutionary, just as
Apple says. But what it is to the stock market is a different story.
Dan's post was quite good but I think his numbers reflect his vision of
what Apple's potential is, not the real world. The iPod, when it first
came out had problems, and so to will the iPhone. But the great thing
about Apple is that they follow up with great customer service and they
continue to improve on the "right idea". The right idea is that the
iPhone is really a mini computer. And the best part, is that it's
connected to the mother ship, the Apple computer. To me, the reason
that the ipod and iphone are so great is that they are extentions of an
awesome computer and especially OS10. I have never been interested in a
PDA until now that I have seen the beauty of the iPhone. Also don't
forget that Steve Jobs can count on one thing, loyal Apple customers.
He knows that there are plenty of Apple fans who will buy the phone
because it's cool, it's Apple, and it connects to the mother ship. I
know I will. FYI, I sold yesterday because I think that the stock will
dip before earnings report. Why? People will do just what I did, take
profits. The stock was down around $50 six months ago and was $81 just
2 weeks ago. Apple has risen 20% in two weeks! Also, Apple is in a
different league with the iPhone. The iPod competed with small players,
nothing like the behemoths in Verizon, Nokia, Motorola, etc. I agree
with Becca, this summer Apple will dip because all ot the news will
come out about short battery life, smudgey screen from fingerprints
causing scratching,.... who knows. A perfect buying opportunity. Thanks
to all who help educate me, I enjoy all the posts.

Compare and contrast:

About Zune:
"How'd they do? They garnered 2% market share in November 2006... we
don't have data for December. No matter how you try and spin this, what
can you say?"

About iPhone:
"Exactly what we're trying to do, 1% market share in 2008, 10 million
units and we'll go from there."

I never said that`s a bubble but the average investor is bad. 10 to 20
% reach to beat the index so what`s the average investor worth?! look
about stocks of industry like volkswagen or salzgitter. they are cheap
when comparing to tech stocks. the price to turn over ratio is about 7
(should be around 1-1.5 to be really good) the price to book ratio is
about 3.5 (should be 2.5 or lower).
I wanted to say don`t judge the stocks only on PE(G). the best
performing stocks have low price to book ratio and low price to
turnover ratio - in long term.
this is proven - you can research under O`Shaugnessy (What works on
wall street). if you don`t believe this then so what!

-tech stocks arent bad but they are a lot more volatile and mostly all
bad long term performers.-

first, perhaps someone doesn`t share my opinion but this is life!

to a//

the reasons could be various. saturation of the market as it comes to
ipod. the hole option story, steve could relapse (health) and apple
might change the ceo. i hope this really not but there is allways the
probability for imponderabilities (hope this word is correct cause me
tongue speaks german - sorry)

to b//

a good PE for AAPL should not go over 30 but this is a virtual limit.
if the growth is enough the the PE could be a little bit higher. the
PEG should 1 or lower.

to c//

they are too high. look at a previous posting. make some research with
O`Shaugnessy (What works on wallstreet.)

to d//

target price is only for broker firms recommending a stock because they
want to sell high or buy it low. prediction of target is like playing
roulette. believe me there are allways imponderabilities which can
bring a stock to the ground or pull it to the roof.

to e//

sell in may and go away. may to september tend to be lazy months for
most stocks. holiday season is only one reason. there have been alot of
research to see such cycles. i wouldn`t take all for right but you
should have been able to remember that such cycles are alive.

i hope you can understand some points and i don`t want to be looked as
professor or something like that. this is only my opinion for a
discussion.

thw2...@gmail.com schrieb:

to 1//

iTV is a me too product but apple seems to make the best out of it. i
see the potential only in1 or two years. aaple must increase the films,
shows, videos espacially in europe.second the bandwith isn`t good
enough yet.

to 2//

this is only for PR or are you thinking that brings big money. I can`t
believe it but I would if you give me more numbers.

Thanks for you input, mac.be