After the recent earnings beat but soft iPhone sales & guidance, AAPL tanked by over 8%. It's now back to $500/shr.
Market and investors are having doubts again on the prospect of the Apple story. I'm collecting some useful analyses here for reference.
What is it worth?
(good comment)
Carl Icahn's thesis.
Big-screen iPhone may arrive and dominate.
Wireless/solar charging, health apps, CDN, AT&T plan
iTunes now nearly half Google's core business, and growing fast.
iAnywhere
(Self-convincing arguments at their worst. It's the Law of Large Numbers, mind you! The last time I checked, Microsoft had monopoly positions in Windows and Offices around 2000. And they managed to missed three tech sea changes in Search, Mobile and Social-networking that were led by Google, Apple and Facebook. )
Apple acting more like microsoft (the Barclay downgrade).
No comments:
Post a Comment