tag:blogger.com,1999:blog-8152901575140311047.post2034438395248634149..comments2024-03-28T12:49:46.624-04:00Comments on Musings on Markets: Apple: News, Noise and ValueAswath Damodaranhttp://www.blogger.com/profile/12021594649672906878noreply@blogger.comBlogger52125tag:blogger.com,1999:blog-8152901575140311047.post-75861700143903920392014-06-04T10:55:05.645-04:002014-06-04T10:55:05.645-04:00musing on markets is real right now hahahaha
<a...musing on markets is real right now hahahaha<br /><a href="http://goo.gl/W9I4Cn>bikin jaket murah di konveksi bandung</a>bikin jaket murah di konveksi bandunghttp://goo.gl/W9I4Cnnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-48946612244739273252014-06-04T10:52:59.266-04:002014-06-04T10:52:59.266-04:00i thing musing is very good right now,i like it to...i thing musing is very good right now,i like it too<br /><a href="http://www.soshistore.com" rel="nofollow">jual jaket korea</a>jual jaket koreahttp://goo.gl/62BDuhnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-55048539191053391872014-05-15T04:47:03.130-04:002014-05-15T04:47:03.130-04:00Is it possible to get a list of other companies yo...Is it possible to get a list of other companies you are an investor in?game bigonehttp://khogamemobile.vn/bigone/noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-64546366525872508782014-05-15T04:45:25.299-04:002014-05-15T04:45:25.299-04:00I do believe that "if the company surprises b...I do believe that "if the company surprises by stopping margin leakage and increasing revenue growth in the smartphone market or by introducing the iWatch or the iTV, it will be icing on my investment".<a href="http://thietkewebbanhanghcm.blogspot.com/2014/03/thiet-ke-web-ban-dien-thoai.html" rel="nofollow">thiet ke web ban dien thoai</a>Anonymoushttps://www.blogger.com/profile/06480529677263109061noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-7797034724819803712014-04-29T13:29:10.978-04:002014-04-29T13:29:10.978-04:00This is great. Would be curious to see your take ...This is great. Would be curious to see your take now one year later. My sense is that Apple is much closer to its true value, but still worth holding on to.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-34243474662584193962014-02-18T13:20:07.176-05:002014-02-18T13:20:07.176-05:00Great postGreat postSTOCK NEWSLETTER INVESTING DIRECTORYhttp://www.cottononezeroone.blogspot.comnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-70939729544054651512014-02-07T12:47:24.441-05:002014-02-07T12:47:24.441-05:00nice post. I just say thank for this information. ...nice post. 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I am not saying Apple has lost innovation but Microsoft had strong competitive advantages on products that it sells even after being in the business for ages....does Apple have them I am not sure as not a single product it has which has not been replicated in a year....no one has been able to replicate a successful operating system on PC and neither a office.... I think google has strong competitive advantages with Google ....but not Apple.... A product company is a product company....u can stay on top for years but the downfall is inevitable as newer technology takes you out...Sony, blackberry, Nokia, ...are recent examples...all seemed the best at their peak... Gaurav Mehtahttps://www.blogger.com/profile/06728937525354512495noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-14160855776472120902013-05-20T13:51:44.220-04:002013-05-20T13:51:44.220-04:00Theirs many other technology stocks that have grea...Theirs many other technology stocks that have great prospects other than apple.QUALITY STOCKS UNDER 5 DOLLARShttp://www.chicagoillinoisbusinesslist.com/business/5066133.htmnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-45349528932490228652013-05-15T16:26:45.918-04:002013-05-15T16:26:45.918-04:00"as we hear""as we hear"Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-48489021143993570532013-05-15T16:25:36.232-04:002013-05-15T16:25:36.232-04:00Hi
is the base of the holders is changing as u &qu...Hi<br />is the base of the holders is changing as u "wish" ( as we here about sales in the first quarter)?<br /><br />samAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-21856542545846779442013-05-11T16:48:46.747-04:002013-05-11T16:48:46.747-04:00Seems like you're anchoring the downside to Mi...Seems like you're anchoring the downside to Microsoft. <br />MSFT was entrenched infrastructurally. Apple isn't.<br /><br />Gill Batesnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-19460172551802628872013-05-08T08:53:31.250-04:002013-05-08T08:53:31.250-04:00Hi
Musings on Markets
Plenty of helpful info here...Hi<br /> Musings on Markets<br />Plenty of helpful info here, Excellent publish admin! Keep up your work.<br />cheap furniturehttp://kitchen-a.com/noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-58232102977945084212013-05-08T06:03:54.226-04:002013-05-08T06:03:54.226-04:00Hey,
Musings on Markets
I am extremely thankful to...Hey,<br />Musings on Markets<br />I am extremely thankful to find out these kinds of fantastic information becoming discussed openly online. Appreciate you for sharing these kinds of wonderful ideas.discount furniturehttp://kitchen-a.com/noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-71971613511324503322013-05-07T03:05:54.199-04:002013-05-07T03:05:54.199-04:00I bought Apple stockes few months ago thinking tha...I bought Apple stockes few months ago thinking that the price is too low and it will rise. Only now I see some movement up. Hope that the price will go up very soon.Markhttp://bestinvestmentstrategies.net/noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-90022109246228730712013-05-07T01:59:34.104-04:002013-05-07T01:59:34.104-04:00I think it's a little misleading to suggest th...I think it's a little misleading to suggest that MIcrosoft stagnated over the last decade. The stock price didn't go up but the P/E came down, meaning the company grew into its valuation. MSFT should never have been valued at 100x earnings. And there lies another difference between the Microsoft of 2000 and Apple of 2013; Apple is trading at one tenth the valuation today that Microsoft carried back then, so Apple doesn't need to spend long years growing into its valuation as Microsoft did over the past 13 years.Radar The Kathttps://www.blogger.com/profile/10011591505957147514noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-61178242845940698592013-05-05T23:09:25.638-04:002013-05-05T23:09:25.638-04:00good morning Sir, I am a accounting student, I wan...good morning Sir, I am a accounting student, I wanted to research on mergers and acquisitions. whether you have a reference regarding mergers and acquisitions? please recommend some references that you have. thanks Sir, God bless you.Mayahttps://www.blogger.com/profile/01031077473280903615noreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-67738769729209738572013-05-04T17:11:11.219-04:002013-05-04T17:11:11.219-04:00Hi Prof,
Spot on article. As an android user (bia...Hi Prof,<br /><br />Spot on article. As an android user (biased against Apple), and a believer of the ubiquity of mobile technology, I simply cannot imagine a future where ubiquitous tech like cell phones run at $600 a phone. This is not an argument against only Apple, but as the darling of the industry I'd have to wonder if it has the longest to fall. <br /><br />My one concern is that in some ways Apple feels like Nokia on an accelerated time-table. Nokia's gross margins (not operating margins as you discuss in your article) rose from the high twenties in the late 80s to a little over 40 by the late 90s. This margin then proceeded to decline over 10 long years, reaching 30% before the first iPhone was released. The first generation of smartphones i.e. iPhone 1, wasn't just cool, it added real, tangible improvements in quality of living. For the life of me I cannot see how the next iPhone will justify a marginal $600 expenditure, just as how I cannot see how the Galaxy S4 is that different from the S3.<br /><br />While the odds of Apple being shredded by a collapse in the cost of mobile computing seems low (my failure to imagine a plausible catalyst), the damage that collapse in cost will cause has to be incredible.Arvindhnoreply@blogger.comtag:blogger.com,1999:blog-8152901575140311047.post-43586526945834306962013-05-04T01:26:03.185-04:002013-05-04T01:26:03.185-04:00very nice article, Great analysis...very nice article, Great analysis...Shaikuhttps://www.blogger.com/profile/08134046723787369565noreply@blogger.com