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Showing posts with label Apple. Show all posts
Showing posts with label Apple. Show all posts

Tuesday, January 28, 2014

Decide to sell Apple

Although one more record quarterly result again, Apple share price still drop 7%! How greedy people are.
With 50% revenue in one product only (iPhone), especially this product has to renew every year, no mistake is allowed, so high risk business model!
I still believe the culture from Steve Jobs is still well preserved, they don't launch lousy new products so far, even under high pressure. Good luck Apple! I still love your products!

Friday, November 29, 2013

Smartphone shipment CAGR 18.4% with 6% ASP drop

Smartphone shipment CAGR 18.4% with 6% ASP drop! 

If follow this trend, APPLE still have growth potential. 
I think the best competitiveness is to pursue ever perfect products, if this gene still exist in APPL, the earning will at least maintain in coming 3 years. 

Monday, January 17, 2011

Apple

Main products: iPhone, iPad, Mac

Competitors (market share): Google Android alliance, BlackBerry, Microsoft WM7

Main risk: Steve Jobs took medical leave again, low chance to return as analyst. Tim Cook takes over daily operations, he is more considered as an engineer, rather than artist. Although the near 2 years business won't be affected much, still need look carefully. If this year no more exciting products come out, then should sell it.

Margin: