Sunday, January 15, 2012

Character of flourishing age danger: Or already deviate is correct direction

  Introduction: Writer of traveler of rich of the Trading Deck below MarketWatch banner graceful favour (Jake Mann) and editor overcome Lishennasaidi (the investor attention that Meena Krishnamsetty) reminds an apple, although at present the apple serves as the foreground of enterprise and stock to still cannot be spoken,showed big state, but a few clew had shown, what the road of both future won't resemble imagining at least is so even -- the apple is in probably the way with right deviate.



The following namely their comment article full text:



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You can ask probably: Acquired the share of huge profit to a such investment that allow me, what what can complain to still have?



We also are not must cynical, must language is not breathtaking absolutely refuse to to rest. In fact, hold apple (AAPL) stock makes a person vexed, former because one of just depend on all talking,the article of this company is discussing the giant market pr the best selling scooby costume ise that they obtain, study how they can surmount 1000 dollars for instance.



The China of mobile operation business with the company hopeful of Nuo of the base of a fruit of Po of this California grave and the greatest whole world is mobile (CHL) reachs cooperative agreement, and after city of IPhone 5 face, their gain foreground looks also perfectly... anyhow, valueing an apple do not lack reason.



Although malic share price crossed 700 dollars for a time last week, but answer defeat again subsequently, circle to be controlled in 680 dollars. To the explanation of this party condition, among them with respect to under cover a few interesting clew.



According to the conclusion of most analyst, malic share price is in in the past a few weeks because,dropping basically is: Above all, it is the inadequacy of shipment of IPhone 5 screen; Next, it is numerous consumer is complaining the fault gets the map with unusual new IOS 6 to use a program; Finally is a lot of IPhone will until user hand is medium have scratch unexpectedly, pushing go up especially, people calls his " wear away the door " , it is one big heat discusses a topic.



The common feature of these 3 troubles depends on, they are short-term problem only apparently, did not come one year with the company, and even be without a relation 5 years with foreground of 10 years.



Contrary, if these undersell prices are to result from a few look not so apparent, but however more apt is basic face, have with the destiny of company future more the reason of affinity? My reader know free canon ef 15mm s, I often like positive and negative the opinion of two respects is placed together quite, accordingly we are necessary to understand a few sound that do not value an apple, the point of view that sees them after all correct.



1) library is overcome (the heir of the sort of competency that Tim Cook) likelihood is not us to imagine.



" wall street daily " the fulfil of salary of presiding apparitor year 2011 investigates discovery, cooke had been become now history on most the CEO that make money. Among last year, cooke's gross income reached 300 million 76.2 million dollar, just these fortune are to come from firewood of stock of Yu Ping fruit to propose a toast for the most part, and his stock wants to just can sell 2016. watch cases



Accordingly, we should believe of course, decided Cooke has sufficient motive to allow a company related the interest along Qiaobusi (the right way advancement of Steve Jobs) set goes down. The problem depends on, he wishs to not be willing to do is one and the same, can be being accomplished is additional however one and the same.



Well-known, a boat did not have a captain, do not wait to be about to sink at saying a ship. After all, the technology that the apple built him faultlessly is regnant force, future will surely not shake 10 years. They have a large number of loyal and devoted fruit white, also one is cover complete, each other share the product lineup of almost full good point.



But say, a vessel that did not have a captain is same also won't of everything is just fine. One fraction goes against situation analyst to be able to emphasize, a boat that did not have a captain won't sink immediate the best selling memory laptop toshiba ly of course, but can be in maritime free drift aimlessly, lose finally thoroughly.



Although take such view to compare an apple, have bit of clumsiness probably, but the move that has to say to hit the mark a bit quite really. After autumn Qiao Busi died last year, there is the part of valuable assistant of this innovatory Great Master all the time inside the time that since Cooke is in,everybody feels very long originally, he should have done the preparation of carry on early to just be opposite. But, after gram visitting a warehouse is taken over come about one year, a variety of progress of the apple, to the near future from IPhone 5 the report heats up fried IPad Mini, we have to suspect, anticipate to what the library overcomes the likelihood was to appear before us deviation.



The map application process of 2) dreariness may be adumbrative more terrible in the future problem.



Well-known, malic IPhone 5(and the old version product that upgrade to IOS 6) map application process had encountered a few criticism that do not take feelings very much. Washington Dulles the absurd fixed position of the airport, still Jerusalem disappears unexpectedly disappear, if these became others to sneer at, inscribe -- anyhow, new system of the apple is apparent far not as good as of Gu Ge map accurate. Abandon cereal song map considering the decision, those who use map of the buy inside oneself is Cooke and his work in the same placing, see such story, they are met apparently feel as if sitting on a bed with needles.



To this, a high level of the apple has extraordinary argument: "The map is a kind of solution that is based on the cloud, use person is more, program is more excellent. " cut, is their the first pace to be accomplished above all can you mix at least product photograph compare of Gu Ge? Even if of perfect creed tendency is in industry of science and technology also is very famous, if have below his spring,know, see sit in oneself in those days the product that the person on seat handles a firm so anyhow actually, can be he done why impressions?



norton internet antivirus3) IPad Mini also can have similar trouble possibly.



This are very simple Yi Jian. In the apple 2010 on the gain seminar of season of the 4th money, qiao Busi once harangue, allege 7 inches of flat are a kind of breakneck product, he thinks such dimension " should disrelish with smartphone contention market big, and should disrelish with IPad competition small " .



Between interlocution link, qiao Busi still expresses, such product " birth day, namely when its die " . Apparent, of the apple before presiding apparitor is to fear flat of the small screen is honest too small, the user that can let be used to IPad feels not quite good, cannot go accepting.



But, no matter what had Qiaobusi once said, the apple of Qiao Busi times still chose to develop IPad Mini after, was about to release next month allegedly. Observation home people abecedarian estimation is, the product fixes a price will under 299 dollars, lest it can affect itself really the sale of the 3rd acting IPad. Say at present small IPad will be right the sales figures of existing flat product causes what kind of effect, still can be conjectural only, but what should point out is, the analyst of a lot of apples, include the experts of Topeka Capital Markets, the sale that believes the company has flat product can get 10% to of 20% weaken.



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Although be among the front courtyard careful of SamSung case, more or less did we once also understand, it is right that malic interior post says Qiaobusi appears the best selling canon ef 15mm later this kind of product is accepted somewhat, but that is returned can gossip of be confined to, and under photograph comparing, we still are willing to believe we kiss the word of the Qiaobusi that ear hears more apparently.



Its key is here probably. Qiao Busi rejects the concept of IPad Mini, because he feels suspicion to the character of this kind of product,be not just, more important is, this kind of product cannot create the market that attributes his only, can go only the user of billabong IPhone and IPad.



IPad Mini appears to repeat simply of the product that just succeeds to been obtain, old wine in a new bottle just, is not the sort of real change market and the product that create the market. In fact, such evaluation applies to IPad Mini, apply to IPhone 5 as much. The library overcomes offers new product, still be the bequest that relies on predecessor completely actually, and people is returned worry about the innovation ability that must be company future continuously.



The partner accepts 4) no longer " Qiaobusi is regular " .



No less than we once mentioned in the discussion before, the apple is preparing to be reached with Chinese shift now trade, should extend antenna the 700 million giant user to latter group. But, the apple should come to an agreement truly, face an enormous challenge however, namely this operation business rejects reassume alleged Qiaobusi is regular.



Ubergizmo website report says, china is mobile " the deduct a p free memory card digital cameras ercentage from a sum of money in requesting an apple to agree with them to be sold in ITunes App Store " , apparent, they raise the issue that such requirement is an unusual. Hold the position of presiding apparitor in Qiaobusi during, he always can handle the partner's demand with clever artifice. All the time since, pass in the pocket that the apple never lets any strategic partners extend the hand his, if such strategy is overturned, criterion of malic future seek profits ability is sure to suffer an effect greatly.



Angle of 5) asset net value says, malic stock has compared Gu Ge actually or Microsoft is costly.



If be measurement with value of Zhang face asset, criterion appraise value of the apple had surmounted Gu Ge actually or Microsoft is not little.



Although look with cash shedding from gain, malic share price is quite charming still, but if use share price net value to compare,be index, what what we see is additionally one kind of scene. Share price the most popular brooch pins net value of the apple is compared for 5.6 a memory laptop toshiba bove, and the average level of computer system industry is 5.1 above, former tower above is latter about 10% .



If take Gu Ge (GOOG) , Microsoft (MSFT) or HP (HPQ) will do consult, criterion this kind of overmeasure is behaved especially apparent, 3 share price net value is compared after be in 4 the following. Notable is, net value comparing is in the assets with current apple the top level since June 2008 -- the number at that time is 7.5, and among 15 months after that peak value, share price is main it is place footfall.



Finally, also be notable to malic interest to developing fund industry. No less than my not long ago about " the share that 5 meetings let billionaire is mad " what ment the best selling t mobile prepaid cards ion in the article, between the richest fund husband, the apple is the most welcome stock. Among the billionaire that we track, malic share is owned when more than 40% is in by June. Interesting is, although malic stock is in those the most successful managers among people ovation, but the move that can't counter ursine clique however, for instance Gubuli (the Jabre Capital Partners of Philippe Jabre) eats at the same time entered view empty option in great quantities. Of malic stock go against situation handlers to still have Daliao (Ray Dalio) and Sangdele (the Eminence Capital of Ricky Sandler) , latter already last year dropt oneself all apple stock.



In short, the hold that we are not proposal apple stocks here person exeunt instantly, but we hope everybody is a bit soberer really, want to ask oneself a such questions at least: Present apple, whether be still on that way road of Qiao Busi period? If answer what whether decide, so we are in to rare reason make when anticipating for a long time, do not want so hopeful. On the road that approachs to market prise of 1 trillion dollar in the apple, probably we still can welcome different opportunity, different challenge, different choice. (Child Jin)

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