MacDailyNews - Where Mac news comes first

Feb 25, 08 - 11:14 am Comment from: Tiger Leopard

This guy is absolutely right. Everyone needs to calm down. Apple is perfectly fine. It's those whiny investors that are driving down the stock price without any relevance to the truth.

Feb 25, 08 - 11:15 am Comment from: AAPL

We love to make new customers money

here you go .... get in

Wall Street knows this so they pump and dump us like crazy

but you will make money as long as you hold till we kick a few more companies asses

Feb 25, 08 - 11:15 am Comment from: Buster

We suspect that - in order to move stock prices in a desired direction - some analysts "play dumb"


Wish they would push things in the 'other desired direction'. Because I would like to clean up like this guy....
http://www.chunkysalsa.net/screenclean.swf

Wait until the iPhone SDK comes out, and once new apps for the iPhone start appearing. Then the true potential of the iPhone will be exposed, and analysts who keep saying that the iPhone is just a consumer toy will have to eat their shoes. Apple's brilliant move of putting OS X into the iPhone will show just how powerful this palm-held computer really is, particularly when the business-specific apps start to appear.

Feb 25, 08 - 11:19 am Comment from: ericdano

If only 2.1% of the world has an ipod, that means 0.000000000021% have Zunes. So Zune Tang and his wife/cousin are in the minority......again........

There is a disconnect between the real value of a stock and where Wallstreet and the big hedge funds wants to put it. They will rocket Apple back up when they feel like it. May the force be with us.

Feb 25, 08 - 11:41 am Comment from: Zune Tang®

Why can't this ZDNet moron just come out and say it? Microsoft's magnificent Zune has clearly disrupted Apple's I-Pod business.

You might even say the whole I-Pod and I-Tunes debacle has been derailed by Redmond's clever and soon to be ubiquitous Zune. Zune Marketplace certainly fills in the blanks for I-Tunes many shortcomings. Analysts know this, and consumers are waking up to Apple's proprietary, plug-and-pray disaster.

One by one smart consumers are discovering it doesn't have to be this way. The market isn't saturated—which is good because there's plenty of room for the superior Zune to overtake those dumpy I-Pods. Upward and onward, Microsoft, and congrats on a job well done!

Your potential. Our passion.™

Reality: Apple stock down another dollar as I write this...

Reality: When MDN speaks the markets move...
in the wrong way.

"So Zune Tang and his wife/cousin are in the minority......again........"

Actually, as a Mac user, I'm in the minority. Is it really that bad?

as much as i don't want to piss on the parade:

- iphone: only sold in 4 countries after 8 month on the market, no new countries, because no other carriers want to go with the revenue-sharing model, sdk delayed

- appl tv: will not take off until there is a decent selection to rent from (360 titles won't make it apple!)

- macbook air: beautiful, an fantastic piece of engeneering, but too expensive for what it can do

- time capsule: wonderful product but probably not a million-seller

- no dividends: in uncertan times investors look for companies who share their earnings with their stockholders.

so i think, aapl is tanking for a reason. let's hope the quarter results in april will proove me wrong.

Churn-obsessed traders are driving down AAPL stock until, of course, they decide to drive it back up. The lemmings that religiously follow their advice will lose their shirts, as they always do.
Simple solution:
Either invest in the stock of a few companies you know VERY well, or invest in broad stock market indexes--preferably both!

p.s. again aapl is down though the nasdaq is not. once again.

This MDN logic assumes that everyone in the world wants an ipod AND can AFFORD and ipod. The market is saturated already. Throw the fact that the iphone is overpriced and not gonna reach 10m in sales and you'll understand why the stock has tanked.

Feb 25, 08 - 12:13 pm Comment from: Mac-nugget

Not everybody that can afford one, wants one. Believe it or not, their is people that don't like music that much. Also, folks that might like music but don't use computer (older generations). So as far as public that might want one, they probably already have one. So I do agree with the market saturation statement.

The good news is that iPods, however well made, still don't last forever. Particularly their batteries, and people do not know or want to go through the hassle of exchanging them. Also, once you bought an iPod, I see very little evidence that people might replace it with an alternative non Apple product.

Now I see the Apple TV getting a lot bigger.

Feb 25, 08 - 12:13 pm Comment from: Yoko Geri Kekomi

Another thing about the iPhone, or I-Phone as ZT likes to say, is that Apple is raking in cash from ATT's rate plan revenue stream, in addition to the hardware sales aspect. I don't think that is taken into consideration by so-called analysts very often, though my guess is most Apple watchers on this site knows this already. I bought more shares last week, caught a falling knife apparently, but I've been a shareholder since 1999 and have not been disappointed. AAPL will recover over time on the strength of notebook, iPhone and software sales growth.

Feb 25, 08 - 12:26 pm Comment from: Turd Ferguson

@ Zune Tang:

Not one mention of the MAC?!?!?!?

I'm disappointed.

FYI, though I own two Macs (dual G4 Powermac and Pismo notebook), I don't YET own an iPod. But when the 16 GB Touch drops to the price of today's 8 GB, that will change (I also expect to upgrade at least one of my Macs this year.)

Yes, sad to watch my few shares drop more than 40% in value. Obviously, there's concern about economic slowdown in the US crimping consumers' discretionary spending.

Reality: AAPL is going down baby... down 117.76.

In the total MP3-player type market I believe Apple has under 35% of the total market.
That means that there are lots of MP3 players out there not owned by Apple.
I did an unscientific survey at my gym today. Only two people had Apple music players (Me - Nano, somebody else had a 1st gen Shuttle); the other 21 MP3 players were by other brands. (No Zunes!)
Amazon lists 2,003 MP3 players. Apple is 141 products listed.
I would guess that 99% of those people that want an MP3 player have one.
The market is maturing and replacements are what feeds the market.

iPod saturation complete and total NON-SENSE!!! And just because iPod sales went down by a fraction doesn't mean the market for iPods is in a total tail spin. I'm now convinced that all analysts are STUPID and IGNORANT to reality.

@ Operatile 895,

What are you talking about? Your survey must have been very unscientific. Apple has more than 70% of the MP3 players market.

And if it keep going as now, the stock might end up losing 70% of its value...

I have 3 iPods (actually 2 + iPhone) and I am thinking of getting iP Touch now, then when new iPhone comes out, my wif will get my iPhone and I will get new one.

so you see, it's not saturated

Feb 25, 08 - 01:56 pm Comment from: jtsnyc47

Do people here actually think Zune Tang is serious? Seriously, it's not even that good of a level.

U know its bad when the stock market is up and apple stock is dropping fast...

Feb 25, 08 - 02:39 pm Comment from: Wun Dum Gai

I'm in the market for a new iPod. I have a 3G and it's lookin' pretty dated. I'm just waiting to have an option to replace my Palm T3!

BTW
We have three other newer iPods in the household, though.

Feb 25, 08 - 02:42 pm Comment from: shen

"as much as i don't want to piss on the parade:

- iphone: only sold in 4 countries after 8 month on the market, no new countries, because no other carriers want to go with the revenue-sharing model, sdk delayed"

but slow and steady wins the race, and as the iPhones black market increases some carriers will realize that they want to be the one that takes in that particular market. and as the SDK comes in and apps get added the value only goes up. why try to take the whole market in one year when you can do it right?

"- appl tv: will not take off until there is a decent selection to rent from (360 titles won't make it apple!)"

yet those who already own them, love them, and as the rentals snowball the movie companies will push to see more and more cash from it, and more movies will be added. patience young one.

"- macbook air: beautiful, an fantastic piece of engeneering, but too expensive for what it can do"

and yet a visit to my local Apple store shows a lot of interest. and most of them roadwarrior switchers. the Air will easily carry its fair share of the notebook lineup, which is still selling far better than industry average.

"- time capsule: wonderful product but probably not a million-seller"

they said that about appleTV too. and as more and more people get notebooks and see how great time machine is, why not upgrade to time capsule? this one will be the slowest to gain traction, yes, but it will.

"- no dividends: in uncertan times investors look for companies who share their earnings with their stockholders."

and those companies have no cash to spend on R&D;and purchases to get them through uncertain times. and some of them die. thanks but i trust the people running Apple over a bunch of flighty investors......

Feb 25, 08 - 02:45 pm Comment from: OBill-Wan Kenobi

Talk about catching a falling knife - I'm down two grand in three weeks! This has been friggin painful to watch. And let's face it - the iPhone was a no brainer for the traders - they got it, it looks cool, tastes great - buy AAPL. The MacBook Air? Eh, not so much. It's thin but it's expensive and where the hell's the optical drive? With companies like Apple, the traders trade on the emotions surrounding the products. The Air wasn't highly anticipated and when presented to the public most people just scratched themselves. On the floor of the NASDAQ there was a resounding, "Huh."

It's gonna take another iPhone-esque product to bring the stock back up. The MB Air and the ?TV ain't gonna do it. What we shareholders need is either a major advancement for the iPhone or Apple's gonna have to come up with something really mind blowing.

well done shen. i hope you are right.

p.s. i have an apple tv and therefore the lack of a decent selection makes me sad every night i put on that damn thing. and a lot of people show very much interest in the air but they don't buy it because they find too expensive for what it does.

http://www.alleyinsider.com/2008/2/apple_could_miss_on_ipod_sales_aapl

Gene Munster just slashed his unit sales estimates for this quarter's iPod sales based on January data (with the usual caveats.) Looks bad if he's close to correct.

Apple TV is really the secret weapon. True, not everyone may have an iPod. But everyone who can possibly afford one has a TV.

The platform needs games, though. Apple is really missing out there. The beauty part, I suppose, is Apple could always install them from the Mother Ship.

NO WAY would Marketwatch print this article. They would rather have us all buying Zunes at PicNSave closeout before they will applaud a Mac product.