c*******9
发帖数: 6411 | 1 this is not to say APPLE can not rise further, it probably will.
the reason for why APPLE is overvalue is simple:
based on today's market cap:
APPLE = MSFT + INTEL + CSCO
APPLE = iPhone + iPad + MAC
does that make sense to you long term?
it is not unless you think:
MSFT = iPhone
INTEL = iPad
CSCO = MAC operation
come on. |
w********2
发帖数: 16371 | 2 if iPhone and iPad is leading the wave of replacing the current generation
of computing devices, then it is very very reasonable priced and maybe
priced too low
【在 c*******9 的大作中提到】
: this is not to say APPLE can not rise further, it probably will.
: the reason for why APPLE is overvalue is simple:
: based on today's market cap:
: APPLE = MSFT + INTEL + CSCO
: APPLE = iPhone + iPad + MAC
: does that make sense to you long term?
: it is not unless you think:
: MSFT = iPhone
: INTEL = iPad
: CSCO = MAC operation
|
B********e
发帖数: 1062 | 3 Let's see when people get tired of the apple stuff.
【在 w********2 的大作中提到】
: if iPhone and iPad is leading the wave of replacing the current generation
: of computing devices, then it is very very reasonable priced and maybe
: priced too low
|
c*******9
发帖数: 6411 | 4 it is impossible to replace the current computing devices for one simple
reason: the screen is too small.
everybody still need a PC or laptop, while these smart phone or tablet are
toys that are useful in their own right, for example, you can use a tablet
inside a toilet.
【在 w********2 的大作中提到】
: if iPhone and iPad is leading the wave of replacing the current generation
: of computing devices, then it is very very reasonable priced and maybe
: priced too low
|
r****c
发帖数: 2585 | 5 why appl not all those cheap android, appl can have a bite, but they are way
tooo expensive,
the people like it now since it has some sense of luxury like LV, when it is
not anymore
people will just dump it
【在 w********2 的大作中提到】
: if iPhone and iPad is leading the wave of replacing the current generation
: of computing devices, then it is very very reasonable priced and maybe
: priced too low
|
