Posted on 09/13/2010 5:16:04 PM PDT by Swordmaker
That's one long bubble.
When compared to dozens of cheap, low-margin phone models, yes. I'm a good example of how Android is surging. I got a buy-one-get-one-free for Android phones, and the first one only cost $50. Nobody made much money off of me for the sale. There is little competition with a $200 phone. We know cheap PCs far outnumber Macs too, yet Apple continues to sell more, and make more profit, year after year (Apple has 35% of the PC profits).
I wonder how the iPhone is doing in its own premium smartphone market segment. Given the sales above, quite well. Apple is right where Apple wants to be.
You're exaggerating... It's been about 3 years that it's had this run, not 12.
“When compared to dozens of cheap, low-margin phone models, yes”
Android is expected to have double the apple market in cell phones by 2014. They are at the same price point as the iPhone.
Just because something is cheaper does not mean its bad. I find your implication that anything other than a apple product to be cheap crap to be offensive.
Most PCs are cheaper than Macs and they work fine for 90% of the user population. Gamers are really the only people that need a higher end PC. I bought a high end laptop because I run a lot of security scanning tools. It was still cheaper than a mac.
Great if you love your mac. Freedom of choice is great. I just object to propaganda and the tendency to stifle any dissenting views.
Actually about six years. I was thinking about the history of innovation that supports the stock price. Notice the stock didn’t really shoot up until Apple had established a solid history of profitable innovation.
So Verizon isn't offering the Moto Devour for FREE? T-Mobile isn't offering the Samsung Behold II for FREE?
Just because something is cheaper does not mean its bad. I find your implication that anything other than a apple product to be cheap crap to be offensive.
Cheap doesn't necessarily mean crap, but it does mean that you will sell far more cheap widgets than expensive ones. The expensive widgets never dominate the market share.
Gamers are really the only people that need a higher end PC.
Video, graphics, CAD, 3-D modeling, etc., require more computing power than a gamer needs. I'm getting really tired of the long wait to render and export video on my 2.4 Ghz dual-core. A hot quad-core gamer system would do better of course, but I wish I could afford a dual-six core Xeon Mac Pro. iLife makes it very easy for the average Mac user to create pretty complex HD videos.
Stupid Bill Gates should have said If you want to run our operating system you have to buy our computers.
“Stupid Bill Gates should have said If you want to run our operating system you have to buy our computers.”
Nope, no anti-microsoft posts are ever made.
If you weren't so sloppy with your use of words, perhaps it wouldn't be necessary. But I hold that precision in saying things IS the essence of accuracy. . . And honesty. Your sloppiness in reading allows you to slop over the precision of my statements and assume I'm as sloppy as you so you can ignore the precise truth I wrote and declare me a liar because somewhere, if I was as sloppy as you, there might be an exception that allows you to claim what I said is not quite completely accurate... If you are allowed to ignore the precision of my statement or take it out of context.
Why do I need to "admit" an obvious fact? In fact, I have. Facts are facts. I just have pointed out that it is an irrelevant strawman argument YOU have raised that has absolutely NOTHING to do with the valuation of the stocks in different markets. You've been told this by others in this thread, yet you keep beating this dead horse. You just cannot read plain english. I have no problem with different companies having higher margins because, as I explained, there are reason having to do with the different economic inputs. My minor was in economics You have never bothered to even address those points. You probably don't even understand what I am talking about.
Your claim that I have not admitted something so obvious is another ad hominem, and a lie. You are pushing and baiting me deliberately. Something Jim Robinson told you to not do. Why do you think you can get away with this behavior? Apparently you are being allowed to again by the admin moderators.
I thought you denied you dished out ad hominems?
Can you show me where? I know you immediately dodged and ran to a "strawman" defense, but when talking about the VALUE OF A COMPANY, profit margin means a lot. Even though you now claim it does not. I thought someone with a minor in economics should understand that...
So, what are the technical reasons that Apple should be more highly valued than Microsoft? Lower revenue, lower profits, lower margin, losing marketshare...
What's the reason?
The truth is not an ad hominem. Accusing someone of saying words they never did is the mark of a delusion; when they refuse to acknowledge their error, they are in fact a liar. Nothing ad hominem about it.
And if you want to run and cry to the moderators, feel free. I’m sure they have more important things to do than attend to crybabies who dodge straight-up questions and cry when called on their lies and delusions.
Sure, but WHY is the capitalization larger? What is the reason for it?
Just wanted to follow up on this... Apparently it's NOT cannibalizing 50% of notebook sales, but 50% of netbook sales. A VERY different thing than 50% of notebook sales (netbooks were about 10% of notebook sales, or about 5% of the total PC market).
Thanks for the link to the very unclear clarification of the unclear statement. I read it... then read it again... after which I read it again... and scratched my head and said "WHAT?" It's an excellent example of how to say something without saying anything at all. Not a hard number in the house... or apparently anywhere in the neighborhood... not even a fuzzy percentage... or even a cloudy one... Which leaves what he said... well... unclear.
I think, however, you are probably right.
Apparently can't read accurately for comprehension. . . Or is it that you just don't bother to read what I post? Here is where I admitted that irrelevant fact:
All three of those companies are in different industries. The margins of profit between companies in different industries are different and not comparable for a host of reasons... primarily because the economic inputs that make up their products are completely different. Apple's is lower than both Microsoft's and Google's. So what? The costs involved in manufacturing goods are completely different than the costs involved with publishing software which are completely different than the costs involved with running a search engine and selling advertising. Why should that bother me? Or anyone else, for that matter. Of course, the numbers don't lie... but the reasons why are more important than are the raw numbers.
As to "what's the reason?" we don't have the time, and I don't have the patience to teach you a course in Economics and Finance.
When can I expect your written abject apology for your calling me a "liar and a delusional liar" over claiming I never admitted this. I've told you I am not a liar. I told you I did. I also told you it was irrelevant. It is.
You make assertions that are not true, such as "profit margins are very important in talking about the value of a company." Tell me: What is the profit margin of XOM? Is it larger or smaller than Apple's? Microsoft's? Google's? The corner drug store's? Why should it matter that much? It doesn't.
By the way, XOM's profit margin after taxes is 7.2% for their last fiscal year. So if it's so damn important, why are THEY the #1 Market Cap company in the world?
As I said, profit margin comparisons across industries and markets are irrelevant. I rest my case!
Words mean things and I am very precise in choosing the words I use. I do know what I am talking about, Puget. Now, about that apology?
too bad steve jobs is a liberal.
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