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To: tcd who wrote (128750)3/21/2012 10:00:37 AM
From: Lahcim Leinad
3 Recommendations   of 177135
 
And the stock goes down. We just have to acclimate ourselves that Apple is going to be whacked every time a new version of all of their devices are released.

Huh? Been making new all time highs since the new iPad came out. Made yet another new all time high minutes ago. What do you mean?

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From: Lahcim Leinad3/21/2012 10:17:00 AM
   of 177135
 
Microsoft Says Windows Phone Will Pass Apple in China - Businessweek

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To: Lahcim Leinad who wrote (128751)3/21/2012 10:18:56 AM
From: jeftuxedo
3 Recommendations   of 177135
 
It is bouncing around a little but nothing to get too worked up about, I think. I am very happy these days when I look at the value of my brokerage account (long)! :)

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To: Lahcim Leinad who wrote (128752)3/21/2012 10:48:19 AM
From: Stock Puppy
   of 177135
 
Microsoft Says Windows Phone Will Pass Apple in China - Businessweek

Yes, and next year I will enter the marathon and get in first place.

I just started - I ran 1 mile yesterday. No one passed me!
(it's great to run in the opposite direction, eh?)

Also, this woman will fall madly in love with me :



(My apologies to her, but I'm on a "yoga picture kick" and that a great pose!)

What's the expression?

"In your dreams"

or as pertains to what is stated above: "In my dreams" :-)

Microsoft reminds me of claims that kids made in recess in first grade, all fluff and no substance...

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To: Lahcim Leinad who wrote (128751)3/21/2012 10:53:54 AM
From: Stock Puppy
3 Recommendations   of 177135
 
Hey did anyone notice that Apple is at a new all time high right now - $607.90 !

I guess those "good till cancelled" open orders to buy at $320 wouldn't ever get filled for quite a while -

I'll have to have a word with my advisor, tanks a lot!

Now back to the regularly scheduled beer stories, charts with lots of squiggles, back patting and other chit chat.

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From: Road Walker3/21/2012 10:56:38 AM
1 Recommendation   of 177135
 
Why Apple Will Hit $1,650 by the End of 2015


With every new $100 level increment in Apple‘s (AAPL) stock price, we hear a chorus of worrywarts on business TV saying it just can’t continue.

It’s unprecedented, they say. Apple’s now too big. Steve Jobs is gone. Everyone likes it. It’s a bubble.

Yet, no company this big before has ever had the opportunities and relatively low market share that Apple now has. And Steve’s greatness actually masked how good the rest of the team is.

We’re at $600 now, but I think Apple has much further to go from here. If things play out as I expect, Apple will hit $1,650 by the end of 2015. Here’s how.

Macs:

This is the most ignored part of the Apple portfolio. It has consistently grown faster than the PC industry. Macs grew their revenues 26% Y/Y in the last quarter and 22% for the last fiscal year. Macs’ growth rate is actually increasing over time. The Apple halo effect is truly starting to take hold.

And PCs aren’t dead yet. The PC industry grew at 10% last year. As of today, Macs represent only 9% of the PC market.

If the growth rate continues, Macs could sell 55 million units in 2015 – up from 17 million last year.

iPads:

It’s hard to believe this is a new category created from scratch 2 years ago and is now 20% of Apple’s revenues. (Remember most thought it was a dud 2 years ago and fixated on the “dumb” name? Jobs, himself, was depressed with the initial reaction.)




more------ forbes.com

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To: Stock Puppy who wrote (128754)3/21/2012 10:57:48 AM
From: Lahcim Leinad
   of 177135
 
Actually, Softie may in fact pass Apple in China. With vastly cheaper Softie stuff.

That's all very well and good, but as always, who will have vastly better margins?

The article assumes Apple's share of China's phone market will grow from 12% to 13% by next year.

I think that's a serious underestimation. But what do I know.

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To: Lahcim Leinad who wrote (128752)3/21/2012 10:59:22 AM
From: J.F. Sebastian
3 Recommendations   of 177135
 
Thank you for posting that.

It just indicates how Microsoft will be battling for the low end, low margin phone sales with Android, and it'll take years for them to gain even a few points of marketshare. Good luck fellas!

I enjoyed the part about how Microsoft will be opening retails stores in China. Wanna lay odds that they'll be near or right next to the Apple Stores? Even the fake ones? Hehe.

Meanwhile, Apple will still be making massive profits on their phones at the high end. I'd prefer to go with them and own their stock, I think.

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To: Stock Puppy who wrote (128755)3/21/2012 11:01:15 AM
From: jeftuxedo
   of 177135
 
<I'll have to have a word with my advisor, tanks a lot!>

LOL

SP: Master of the Double Entendre. You don't mind if I confer this MD degree on you, do you?

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To: Lahcim Leinad who wrote (128751)3/21/2012 11:02:37 AM
From: tcd
   of 177135
 
I find it interesting that every time a new or revised Apple product comes out, some organization or group has to try and whack at it, as if Apple does not have their own testing lab.

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