Apple Inc : APPL

[Euler]

I upgraded to the latest iPad last week and I am loving it. But the new maps are just terrible, they really need to sort that out pronto. It's a slur on Apple's reputation for quality and design.

[andyfuller]

I upgraded to the latest iPad last week.

Hope you kept the receipt! Can't believe they announced another version so soon and with such a relatively minor upgrade.

Apple profits miss expectations on slower ipad sales

http://www.bbc.co.uk/news/business-20091054

I am not convinced everyone was waiting for the iPad mini, there are decent other devices that it is competiting with and they are priced more attractively. I know a couple of people who were waiting for it but we're disappointed with the price point. IMO Apple have got it wrong with the mini, but I am no Steve Jobs!

Edit: Just read that Amazons best selling product was the Kindle Fire HD in the last quarter.

[steven1976]

I wish someone would make a phone that is half way between the galaxy note size and the 7 inch tablets. I recon that would be a winner as it would fit comfortably in the pocket and have a good screen size to easily read when out and about. Ive had a Dell Streak since they first came out and love it and now just waiting for something a little bigger screen wise and would go for it whether apple, google or windows.
As for apple, I still see them as a long time short as well. I can see samsung stinging them on some silly patent they can get their hands on saying somethign like no one else can have a touch screen or something as equally insane. Also I recon microsoft for a long term short as well.

[Euler]

I upgraded to the latest iPad last week.

Hope you kept the receipt! Can't believe they announced another version so soon and with such a relatively minor upgrade.

Yeah bummer isn't it? But not entirely unexpected in the world of IT. My old iPad was crumbling and I need a new one before I went on my travels. Doesn't look like it was much of an upgrade but such is life. Would have been nice, but I couldn't delay the purchase.

I'll be interested to look at the mini, but I don't think its for me.

One thing with shorting companies is that if growth is maintained, in any form, then by default the valuation will catch up with the price eventually. So you really need to see a collapse in prospects for a short to work well in a fast growing company. Definitely would be nervous if I was long though.

With the amount of capital they have you would think they should be unstoppable. But this maps issue is cause for concern. They clearly got it wrong but despite having huge resources they don't appear to be correcting the error very quickly.

Arrogance leads to complacency and complacency, failure.

[Euler]

http://www.apple.com/uk/legal-judgement/

[andyfuller]

New iPad Mini ad:

http://m.youtube.com/#/watch?feature=pl ... r_embedded

[superfrank]

New iPad Mini ad:

http://m.youtube.com/#/watch?feature=pl ... r_embedded

for those on a normal computer here's a link that works!
http://www.youtube.com/watch?v=RyWSEwKPo8s

funny that. sooner or later it will dawn on the masses what Apple stuff really is, i.e. average technology in a pretty wrapper built by Chinese slaves.

[Euler]

Managed to see a MS Surface the other day. It works well, in terms of gestures and general useability, the apps are quite limited at the moment, but..... it feels really 'cheap'.

When you put an iPad next to it the Surface looks a bit like a kids toy. It's got a very plastic feel to it and it doesn't feel 'cool' like an iPad. I know other devices will be created for the underlying technology but I don't think I'll be tempted by the RT version of the surface.

[CaerMyrddin]

MS had a great chance to make a revolution if W8 was an OS that could be used on any device. Can you imagine if you could all the programs (like BA) on a mobile phone?

[andyfuller]

Yet another 'new' iPhone and iPad rumoured already!

http://www.zerohedge.com/news/2012-11-1 ... pad-update

[andyfuller]

Stock at an interesting level for Apple at the moment. Back down to the $530 level

[Iron]

Apple loses $50bn of value in biggest share fall for four years - http://www.telegraph.co.uk/technology/a ... years.html

A chart: http://uk.finance.yahoo.com/echarts?s=A ... =undefined;

Let's hope it's not the proverbial canary in the cage for the Western economy...

Jeff

[Euler]

Apple: News, Noise and Value

http://aswathdamodaran.blogspot.co.uk/2 ... storm.html

[Euler]

Apple is a bargain

http://www.businessweek.com/videos/2013 ... e-bargains

[andyfuller]

Apple is a bargain

http://www.businessweek.com/videos/2013 ... e-bargains

Compared to where he bought them 6 months ago they must seem that way having fallen about 20%

But fair point he makes about owning a bucket of Apples, but with this particular Apple I am happy not being a buyer atm, the only apple I fancy at the moment is a toffee apple