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.
In 2013, a new giant may rise to challenge Apple‘s iOs and Google‘s Android. Tizen is the new giant. This company that you may have never heard of has a long history behind it. Samsung’s collaboration with the Enlightenment Foundation Libraries (EFL) for years was known as LiMo or Linux platform for
FreedomPop is a new start-up that plans to challenge AT&T (T) and Verizon (VZ) by providing free mobile data–500 MB per month. Both AT&T and Verizon have huge margins on mobile data because of the lack of competition. AT&T and Verizon use these big margins to subsidize Apple‘s iPhone, Google‘s Android and other devices. The big carriers provide
From an investment perspective, here are the good, the bad and the ugly of Wednesday’s iPhone 5 launch. The good Apple CEO Tim Cook said that the iPhone 5 is the most beautiful product that Apple (AAPL) has ever launched. The iPhone 5 is said to be finely crafted, like
Apple fans cannot wait to get their hands on iPhone 5 in September. This is remarkable in view of the fact that it is not known with any certainty what the name of the new device will be and when it will be available. It is widely believed that the phone
BGR reports that AT&T has ordered retail staff to sell “anything but” Apple‘s iPhone. BGR backs up the report by claiming that it has confirmed the directive by three independent sources. According to BGR, regional managers have been telling store managers to steer consumers away from iPhones. I have attempted but not been able to confirm
Apple /quotes/zigman/68270/quotes/nls/aapl AAPL -0.15% reports earnings on April 24 after the close. The consensus estimate is $10.05 for earnings and $36.73 billion for revenues. Of course, as usual, the breakdown of numbers by product category will drive the price of the Apple stock. Apple stock price has lately been very
iWallet may be to iPhone 5 what Siri was to iPhone 4S. As the world is focused on the new iPad from Apple (AAPL) and most of the speculation centers around iTV, the next big thing for Apple may be iWallet. Apple already has millions of credit card numbers on file. Apple
Nothing succeeds like success. The 23-year old New York Knicks point guard, Jeremy Lin, is a case in point. The Knicks’ winning streak has ignited a Lin mania. Vendors have been selling out of Lin merchandise. TV ratings have gone through the roof. To make money from Lin’s success, you
Speculation of Yahoo (YHOO) buying Netflix (NFLX) is rampant in the trading circles. The trigger for this speculation is appointment of Scott Thompson as the new CEO Yahoo.Thompson has been President of PayPal, which is a crown jewel of eBay (EBAY). Thompson has significant background in technology, mobile, and international.