TalkMarkets Comments | #Apple - Page 1


Ancient Lessons For Modern Planners
Dick Kaplan 3/11/2022 1:08:35 PM

It may not have as much of an impact as you think.  Many companies like #Visa, #Mastercard and #Amex made a big PR splash saying they were cutting off Russia. But if you read the fine print, they simply were not letting people use Russian issued credit card in other countries. They will still work just find in Russia, which means this will have virtually no affect at all.

As for companies like #McDonalds and #Apple, Putin said he may simply nationalize those companies' stores and confiscate all their assets, and continue to run them with Russians in charge!

Apple: The Last Table Leg
Duanne Johnson 3/6/2022 11:26:22 PM

#Apple?  No innovation?  Really?

Epic Games Opposes Apple's Effort To Pause Antitrust Trial Orders
Bruce Powers 10/24/2021 7:25:42 PM

Of course #Epic would object. But even if #Apple said it’ll allow in app hyperlinks on web payment, it will not help Epic. The Epic (aka Facebook/Epic) lawsuit against Apple is a show trial. Epic specifically and purposefully circumvented the App Store (and Play Store) rules to make a big media splash. It may be an overall media win for them (more people know the name Eoic) but Apple (and Google) had to ban them from their app stores. Otherwise every developer would be on notice you can go outside the rules but we’ll let you right back in. These App Store rules must be adhered to or damage is done. It’ll be years before Epic is back in the App Store, maybe longer. Apple has made clear that any consideration for allowing them back in will not be considered until all legal proceedings are complete. 2024? 2025?  $AAPL

ZNGA Stock Forecast: Avoid Investing In Zynga, It Has More Downside Risks
Dick Kaplan 9/1/2021 12:16:00 PM

You do not consider these facts about #Zynga ($ZNGA):
1. Chartboost was purchased to go in house with over 700 million active users. This will cut expenses and work in favor of IDFA.
2. #Apple ($AAPL) and #Google ($GOOGL) have been caught with their pants down on the 30% cut on the App Store. Big win for gaming. South Korea first.
3. The Merge category has experienced competition and therefore Zynga needs to be much more aggressive with MD and MM.
4. Gram Games is paid off. No more contingency payments.
5. Zynga’s forecast was $2.8 billion and moved to 2.9$ billion after the first quarter. We are now at $2.85 billion.
6. Small Giants last contingency is in January. 4 months away.
7. Zynga said the 3rd quarter would send headwinds on IDFA and by the 4th quarter Chartboost will be in place.
8. Star Wars Hunter will be the first console game with CSR2 to follow.
9. Cash flow is strong and we just purchased in China. Short term we have a hiccup.

Long term, I think this company has huge growth.

The Cost Of Running Corporate America
Dick Kaplan 8/31/2021 3:22:30 AM

#Apple's operating margin is impressive. Mining operations have pretty good margins today at about 10%. Add in the exchange and that goes up pretty significantly.  $AAPL

Apple Could Take A 50% Bite Out Of Intel's Business In 2021: Report
Adam Reynolds 6/20/2021 1:06:55 AM

Then again #Intel could take a 50% bite out of #Apple's Mac business when they flood the market with faster chips at half the the good old days. $AAPL,$ INTC

Buy Apple Stock Before It Unleashes This "Next Big Thing"
Adam Reynolds 2/1/2021 12:06:40 AM

What "next big thing?" #Apple just takes other people's ideas and makes them better. They never come up with anything novel on their own. $AAPL

Citi Would Look To Add To Qualcomm Positions, Calls Apple Report 'No Biggie'
Stock Fan 12/13/2020 12:23:43 PM

I read all of #Apple accounts for 10% of #Qualcomm revenues. And @QCOMM is adding new customers. And that’s IF Apple can make it successfully? I see no big deal no matter what happens. Now or later. If qcom gets more into China. With the 5G, That would be huge. They sell many more phones, and they’re not Apple’s. $AAPL $QCOMM

Did Buffett Just Bet Against The US? Berkshire Buys Barrick Gold, Dumps Goldman
Dave Schneider 8/16/2020 8:48:58 PM

Wait until #Buffett's next disclosure. He buys a small stake before the reporting period ends and then loads up afterwards knowing people will pile in. Of course he owns #Apple. He's all for slave factories, turning people into socially inept zombies, tracking and controlling people, and destroying the social fabric of society. He's America's #1 hypocrite.

Fortnite is Gone
Danny Straus 8/14/2020 3:37:04 PM

Yes, that is an important distinction. I'll give @[Shelly Palmer](user:4838) another example to further that argument. I used to work at on online store and we also sold items on #eBay and #Amazon to get access to their millions of customers, just as app maker sell their apps on #Apple and Google's app stores. But we charged a little more on Amazon/eBay to cover the higher fees. Customers knew they could always buy them directly at our site for a bit less.

But Amazon and Ebay never said we were forbidden to sell items for less on our own site. That would be completely unfair in my mind. And it seems like there is some collusion between Apple and Google if this is their policy.


Fortnite is Gone
Dick Kaplan 8/14/2020 3:31:06 PM

Great thought provoking article, @[Shelly Palmer](user:4838). But you are wrong because you overlooked one issue...

Yes, you are correct that #Apple and #Google can charge whatever percentage they want, just like a mall can charge rent. But the issue is that the mall can't forbid you to sell those your wares at your own store elsewhere for less.

Apple Launches Unprecedented Second Bond Offering To Fund Billions In Buyback: How Much Will The Fed Buy
Bruce Powers 8/13/2020 11:43:25 PM

I wonder how much #Fortnite's lawsuit against #Apple will negatively impact $AAPL.

Stocks Rebound Sharply
William K. 7/20/2020 11:03:04 AM

#Tesla does so well because #ElonMusk is a great salesman, no question there. Also, they do have an exciting product. #Apple does so well because it is not #Microsoft. Microsoft does OK because they eat all competitors, NOT because of any product quality. And certainly an investment organization that avoids running by emotions and crowd following can do better than many others.

What the future holds is uncertain, given that the Fed has not been doing the right things to protect the majority of folks. Supporting inflationary actions will eventually result in there being some serious inflation, and creating huge amounts of debt that, in theory at least, must eventually be paid off, is not a good long-term choice. It would be appropriate to demand an explanation of how that is anticipated to play out in the future. I doubt that the answer would make any sense at all. $TSLA $AAPL $MSFT

What Traders Expect From Apple's Earnings
Terry Caruso 6/24/2020 1:50:53 AM

How do you think the pandemic will impact #Apple? $AAPL?

How Comparable Is Tesla Of Today To Apple 20 Years Ago
Craig Newman 5/24/2020 12:06:09 PM

Don't agree about $TSLA. Did $AAPL also raise and lose all $18 bil it did in secondaries the previous decade?

Yeah right, #Apple and #Tesla are totally similar.

Apple Has 'Better Days Ahead,' Analysts Say After Q1 Earnings Beat
Alpha Stockman 5/1/2020 2:14:18 PM

Hasn't the lockdown only started in earnest a couple weeks ago? I would think that next quarter, #Apple will do far worse. $APPL.

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