January 7, 2013

CONSUMER REPORTS IS NO FAN OF iPHONE 5 $AAPL $MSFT $GOOG $NOK $VZ $S $T

Over the last several months, I have been arguing the case that the long-term risks in Apple stock are rising.  I have advanced two main arguments.  First, competitors have caught up with Apple for all practical purposes.  Second, Apple is failing to innovate at the rate it was innovating in the past.

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TAXES CANNOT EXPLAIN APPLE’S BIG SELLOFF $AAPL

The big bullish argument on Apple in the fourth quarter of 2012 was that the near $200 drop from its high in the stock price was primarily due to tax-motivated selling.   The bulls contended that fundamentals were intact.  Now this big bullish argument has proven false as trading in 2013 has unfolded.

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TIZEN CUED UP FOR ASSAULT ON iOS, ANDROID $MSFT $AAPL $GOOG $RIMM

The piece I recently wrote, Tizen Rising, Ready To Challenge Apple And Google In 2013, outlined the threat posed by a new giant ready to attack Apple’s and Google Android’s dominance of the smart phone market.  Now the news is that Tizen is gaining steam faster than expected.  According to CNET, Samsung has confirmed

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