THE KELLY LETTER OR
Dave Van Knapp sent in a follow-up to his thoughts on Apple posted last Monday: As you read the many interesting comments people have made about AAPL, you realize they are all projections and conjecture about what might happen, some of them contradictory to others. The only thing we know for sure is that the [...]
The recent iPhone discussion here has made it clear that it’s possible to love Apple the company and have doubts about AAPL the stock’s current valuation. I put myself in that camp, as I adore Apple’s products and look forward to switching my office from PCs to Macs on my next upgrade cycle now that [...]
The battle over prospects for AAPL stock continues, raging now on two fronts: (A) whether Macs are better than PCs and have a shot at gaining market share now that the internet handles so many computing tasks and, (B) whether the iPhone can live up to sales forecasts. Dennis Page of Beverly Hills, Michigan thinks [...]
This site’s debate about the iPhone has grown to include views on whether now is a good time for the whole Apple company, not just regarding prospects for the new phone, and whether the world will prefer Macs to PCs one day. Charles Jarrell wrote: The problem is, the business world is addicted to Microsoft. [...]
I’m clearly in the minority when it comes to doubting the initial success of the iPhone, as I wrote last Thursday. The rebuttals keep pouring in. Yash Patodia in Seattle wrote: “In your articles about the iPhone and AAPL, you did not talk about the effect that this extravagant, mostly viral, marketing campaign has had [...]
Yesterday’s article on the iPhone and AAPL brought a lot of feedback. I’ve collected the best of the bunch. David Van Knapp at Sensible Stock Investing in Dallas wrote from his summer home in Canandaigua, New York: I thought your analysis of Apple’s iPhone was insightful. However, some of the “cons” you listed may be [...]
Let’s look at a rundown of the good and bad comments about Apple’s iPhone, gleaned from dozens of reviews. First, the good: It’s a gorgeous design, slim, sleek, and scratch resistant. Its innovative finger-touch interface works well. It combines a cell phone with iPod music and video playback. It sports the largest high-res screen on [...]