Blah Blah Blah..yadda yadda yadda...

Competitors launch products blah blah....Apple is doomed blah blah

There, I did it for you.

Sorry Mac idolators the market is doing a little reality check on Apple's stock price. The stock has fallen more than 13% off its recent highs. Apple's failure to license its music DRM is a classic repeat of Job's failure to license the Mac OS. Who says lightening can't strike twice.

Gene Munster sounds like a Mac fanatic rather than some objective analysist.

No, Gene actually does research, unlike most AAPL analysts. Gene phones round 50 Apple resellers to check stock levels, interviews store managers, and checks channel inventory. Nobody is as clued up on Apple as Gene Munster is outside of the company. Their forcecasts are not bubble-mania figures - they're the result of solid, ground-level research. If more bothered to do this, there would be even MORe upgrades on Apple's future earnings. Frankly I'm glad they're not as it leaves a lot more good news still yet to be priced into the stock. This is a pullback, before the next big leap forward. I'm betting a lot of money AAPL will double again aover the next 18 months!

Sony has been trying to get in the game for quite a while, and hasn't yet made any serious inroads. Their day in the sun is pretty much over. Even their famed Trinitron tubed TVs are surpassed by the likes of Sansui and Panasonic today.

The stock had run-up way too far. The current dip is really rather irrelevant. We'll see how things settle in a year or two.

As for licensing, what exactly is your point? In case you haven't noticed, IBM has lost BILLIONS in the PC market thanks to its silly decision to not protect its IP. Only Apple and Dell consistently make profits in the PC market. Dell does so as the volume leader and Apple as the differentiator - read any strategy book by Porter or Ghemawat to understand this competitve phenomenon.

Surely you aren't suggesting that Apple should ignore this lesson of history and license iTunes? Profits accrue to the owners of intellectual property in knowledge intensive industries. Incedentally, the brief period in which Apple did license MacOS coincided with the only time when they consistently lost money.

Apple is right to hang on to its crown jewels. Conventional wisdom is wrong when it comes to licensing. Just look at P&L statements across the tech sector over time. The numbers don't lie.

you are soo sad, soo PHUCKING SAD!!

why not be a man and tell us how to reach you?

no, coward then huh?

i bet you voted for buch you piece of human filth.

c'mon coward...scared lil cowrad.....

Your comments all make sense to me until you say they have to own their intellectual property. They do own it. Licensing it will make them money. Just look at the iTunes deal with Moto. That's a way their IP makes money for them without Apple having to invest in any infrastructure. Now that Apple has Apple store it's time for them to franchise the stores into markets they are not in. Like the rest of the world. As far as stock price goes. Wait till September to see the price. After they launch in succession. Tiger, New PowerMacs, and a G5 Powerbook. There's a whole new round of monetization involved around Tiger. Look at the cash grab for Quicktime 7 and you'll see that. Look at the specs for any next generation console. See the USB 2 connector on it and the ipod. Imagine itunes for PS3 or Xbox Next. Aren't they running on Power PC technology by the way. See the money flow. Stock prices will be great in the future. take this as an opportunity to stock up.

I believe Gene Munster works for Piper Jaffray, not Merrill Lynch. Steven Milunovich is the ML guy.

"Sorry Mac idolators the market is doing a little reality check on Apple's stock price. The stock has
fallen more than 13% off its recent highs."

Oh no! A marginal decrease! Apple's stock suffered drops like that during its entire 400% rise. This certain drop in particular doesn't mean much, just like the ones before it didn't.

"Apple's failure to license its music DRM is a classic repeat of Job's failure to license the Mac OS."

Yes, I'm sure you'd love Apple to license their music DRM. That way the iPod wouldn't be one iTMS-compatible MP3 player, which would suddenly create alot of competition. Apple would sell less iPods, leading to less revenue. It would only hurt tham. Luckily, though, there's no reason to licensing their DRM, because the iTMS and iPods are both market leaders. And they became market leaders with a closed DRM.

Apple, as market leader by a WIDE margin, even if sony or creative made inroads, apple has room to adjust product lineup easily with 6 -12 months of anything they put forth, whether it be hardware, or subscription based services.

that Apple is saying you buy your music, a model, a model i personally prefer, does not exclude offering rentals in future.

they have the infrastructure, already, not an easy thin to put together, and they have demonstrated by their success, that they know what they are doing.

RC, has shown, he is unwilling admit any mistakes or apple is good at anything, which based on any objective analysts, simply isn't reasonable. But then again, he whole purpose is to jack off to being enflaming. I dont spend my time on Sony Betamax forums, to flame how doomed that technology was. Reasonable people have BETTER things to do, than waste time on what they see as being insignificant.


When sony, or creative manage to get one product in top ten Amazon electronics, a place where Apple routinely has 4-5, i will take notice. but until then RC can blow it out his narcissistic troll ass.

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RealityCheck wrote:
Sorry Mac idolators the market is doing a little reality check on Apple's stock price. The stock has fallen more than 13% off its recent highs. Apple's failure to license its music DRM is a classic repeat of Job's failure to license the Mac OS. Who says lightening can't strike twice.

Its called 'profit-taking', RealityCheck. Successful investors do it all the time. You should look into it, if you ever want to raise enough scratch to move out of your mom's basement.

Only real a-hole would revel in something like that.

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RealityCheck wrote:
Sorry Mac idolators the market is doing a little reality check on Apple's stock price. The stock has fallen more than 13% off its recent highs. Apple's failure to license its music DRM is a classic repeat of Job's failure to license the Mac OS. Who says lightening can't strike twice.

I have two theories on Reality Check:

1) He's actually the guy behind this website, who post a bunch of flamebait so more people post and he gets more hits.

2) He's a combination of a troll and an elf. Let's call him a "Trelf". For those who don't know, a Trelf has a very small brain. Some people believe the Trelf decended from cavemen, but no one really knows. Occasionally trelfs venture out of their cave, but become easily confused by modern technology. "FIRE HURT!," I once heard one trelf scream. The Trelf entertains himself by humping trees (which trelfs confuse for female companions) and starring at boulders.

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Anonymous wrote:
... I'm betting a lot of money AAPL will double again aover the next 18 months!

Me too. I would go further to bet another double for the next next 18 months. That is, AAPL would reach a market cap of 120-150 billion before stabilizing.

Apple doesn't need to license Fairplay. Why? Because they made iTunes available for Windows. Nobody is being excluded here. You don't need an iPod or a Mac to use iTunes, or listen to music purchased on iTunes. You can burn your tunes to a CD; you can listen to them on a computer. If I have an iPod, I can buy music from iTunes, Calabash, Digital Lunchbox, and scores of other small online outfits that deal in drm-less mp3s(the true standard, NOT wma). I can also rip all the cds I've bought over the last 14 years and play them on my iPod.


Why should they license Fairplay? Name 1 good reason. What portion of Apple's business would benefit from this if they did? Why should they do the competition any favors? Let all the wannabes fight it out with janus and wma and each other. If Apple licensed Fairplay, all I can see is them driving people to competitng music services, or using competing mp3 players.

It's going to take more than the knee-jerk reactions of a few day traders on Wall Street to change my mind on this one.

For those who don't know, a Trelf has a very small brain. Some people believe the Trelf decended from cavemen, but no one really knows. Occasionally trelfs venture out of their cave, but become easily confused by modern technology. "FIRE HURT!," I once heard one trelf scream. The Trelf entertains himself by humping trees (which trelfs confuse for female companions) and starring at boulders.[/quote]
My, I like these Trelf. It sounds like they have a good time. I think RC is a human, but the better part of him ran down the crack...

" Sorry Mac idolators the market is doing a little reality check on Apple's stock price. The stock has fallen more than 13% off its recent highs. Apple's failure to license its music DRM is a classic repeat of Job's failure to license the Mac OS. Who says lightening can't strike twice.
"

Sorry pal, but if you had but looked ofver the past yearrr, you'd have seen that this "profit taking" has happened in the past. The rise to the stock split has not been totally upward with no tretractions.

Time is the only arbiterr here.

Chill. He is just a troll - every website has them. Besides what does his attitude have anything to do with who he voted for? I use Mac and Linux (Windows at work because I have to) and I did not vote for Kerry.

The DRM Apple uses is called Fairplay, and it's something that Apple doesn't own, so how can they license it? They purchased the license to use it, just like any other company can. Why can't people seem to figure this out? It's just like the people who still think Apple owns AAC, which they don't. Satellite radio was using it before Apple ever did. Stock prices go up and down, it's a little early to be sounding the death knell for Apple, even though some people have been doing it for more than a decade.

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RealityCheck wrote:
Who says lightening can't strike twice.

What is 'lightening'?

Quote

RealityCheck wrote:
Sorry Mac idolators the market is doing a little reality check on Apple's stock price. The stock has fallen more than 13% off its recent highs. Apple's failure to license its music DRM is a classic repeat of Job's failure to license the Mac OS. Who says lightening can't strike twice.

Yeah, focus on ONE day. Instead, go check the performance of Apple (AAPL) over the past year versus Microsoft (MSFT) or, for that matter, the market as a whole. Those have all been pretty much flat, while Apple has gone up over 200%--i.e., it's worth more than three times what it was a year ago. People who invested in Apple in the past year have made a sh*tload of money.

See:

http://homepage.mac.com/gslusher/.Public/apple_stock.gif

and

http://homepage.mac.com/gslusher/.Public/msft_stock.gif


RC's form of financial vision (focussing on one day) is what loses a lot of people a LOT of money in the stock market. People with attitudes like RC's are brokers' dreams, as they churn their money at the slightest dip/rise, ignoring the huge commissions.

I see that someone else has commented on "lightening" instead of "lightning." Yet another indicator of RC's mentality.

I think that I may have figured out what RC's day job is: he/she is a fact-checker for Rush Limbaugh. Ol' Rush gets about as much stuff wrong as RC does, though, at least Rush has the sense to use a Mac![/b]