I just came back from Nairobi Kenya vacation,lived with the Lions and Cheetahs for a week.The number one cellular brand is Nokia,followed by Blackberry in Africa.And these two are not just brands there,they are hallo brand to own in Africa.Both Nokia and Blackberry are known for their qualities when you ask them.
Apple iPhone is a foreign language when you ask them.Nobody have seen them,leave alone owning one. I don't think Apple even tries to market the iPhone to Africa Markets which are the fastest cell phone growing...growing at over 1400% a year stunningly.If there is one product Africans have adopted faster than the rest of the world,its cell phones.
Nokia cell phones in Africa and Asia have been out selling Samsung until this year.I sold every Apple shares I owned this week and bought Nokia and Rimm. with the products Nokia and Rimm are bringing to the market later this year for Nokia and early next year for Rimm,Apple time at the top is coming to an end 2013.Good investors recognize the trend and exit their positions before there is a stampede and collapse of share price.
Watch out for the Stampede at Apple next year.
Sentiment: Strong Buy
THe reality is Apple will sell more Ipand mini's than they did Ipads 1,2&3 combined. Granted the margins on the mini are significantly smaller and they profits will suffer.
I think apple continues it's run for another 2 years. But that being said, Samsung has already cleaned their clock. Apple will not catch Samsung as they have great products and full carrier participation. Apple needs to find away to reinnvent themselves in the next 2 years or they will face quick hits. They have the cash to do it and their valuation is low.
I would not bet against them any time soon.
Some very interesting and potentially insightful/useful comments for readers, in this post and other similar posts on the respective future values of Apple, Nokia, and other companies.
Valuing a company based on past performance is like driving looking in your rear view mirror. There is useful information there and it is real information, but it won’t tell you where you’re going.
This is especially true in tech, an industry with an unforgiving pace of change. Past performance is relevant, but it can be a misleading indicator of future performance.
It is inherently risky predicting the future, and the risk in tech is compounded by the rapid pace of change in several variables. One variable often overlooked (to the peril of investors and companies) is the nature of the customer. Customers for toothpaste are fairly stable in their usage and outlook – not so tech. Customers in tech CHANGE – they evolve – they learn to use new devices and software. The nature of the customer changes and the number of potential customers increases.
Most buyers of data phones today buy for functionality, not “coolness”.
The Windows 8 eco-system – the ability to move data (anything digital – ANYTHING digital – make your own list) between platforms in Windows 8 is unmatched by any other eco-system. In other words, the functionality is unmatched. Windows 8 will win the functionality wars because they have the best eco-system, and within that platform Nokia offers the best overall value to the customer - quality, design, and innovation, at virtually all price points.
One last point – on markets – Nokia, and separately, Microsoft/Windows, are both recognized and respected brand names around the world – essentially in all markets. Apple is much more limited.
You are absolutely correct.Very important point.Tech customers today are all about functionality.I always switched phones for this reason.Apple is one market company,U.S.
The reason I was so scared when I still owned Apple was,they are so dependent on the U.S consumer but the U.S consumer is the least loyal consumer.U.S consumers go for the best product on the market and now that competition for smart phones has gotten equal (Apple is behind Samsung and might be behind Nokia when Lumia is release and consumers test it),Apple is in trouble.Samsung has got a strong product in its S2 and S3, and if Nokia's Lumia gets good reviews which its already getting (actually got some sexy features that will apeal to many tech savy and band wagon customers),iphone 5 and Apple in general is in big trouble.
Windows ecosystem is not well known but that will change with the Nokia Lumia,HCT and Samsung new smart phones.I believe the new WP8 smartphones coming out this holiday season will finally introduce the Windows Ecosystem and might..will say might expose the deficiency with Apple's iOS.Apples customers will flock to windows ecosystem if the smart phones carry the emblem of windows prove very compelling to own.This is why I devested myself from Apple and invested into windows and Nokia.The ground has moved beneath Apple.
Nokia is still the number one brand in the world.its number one brand in Africa,Asia and Samsung has just displaced it from being the number brand in Europe but Nokia might get it back from samsung and start being number one brand in Europe again with its Lumia smart phones.Nokia will never run out of cash,its a diversified company with a strong brand and its know for quality cell phones throughout the world.All Nokia needs to do to get its mojo back is do well in the U.S market,not extremely but be competitive in the U.S market to get investors back into its stock.Nokia's fundamentals are not really bad,its just that big name investors are not excited about the stock and that might change when Nokia Lumia smart phone do extremely well in the holidays...marketing..marketing..marketing is what it comes down to because the actual product is desirable and great according to people who have tested the product.I have not seen any negative about the lumia other than the weight.
Sentiment: Strong Buy
Absolutely. Apple has reached the peak and is going down - iPhone 5 fiasco, their non-diversified portfolio, being out-innovated in all fronts, the coming of the W8 tablets, the WP8 rise. AAPL has a mountain to climb. The only thing that will keep them surviving is their hoards of cash. Their future is bleak.
I sold out AAPL at $700.00 make lot of money. Now I heavily invested in NOK.
NOK will out perform AApl in the next at least 5 years. NOK will out perform AAPL from year - year in the next 5-years because NOK is way under value.
NOK still has 4.5 Billion in cash and 1.5 Billion in credit line untouch. 1 Billion income from msft for the next 5 years and 1+ Billion from ORCL, AMZN, GRPN,...
I would confident to said that NOK will be alive at least for the next 5 years without going belly up. The upside potential is 90% success.
Recommend 25% of your portfolio in NOK. I invested 40% of my cash in NOK and planning to add additional 10% after OCT 18.
Sentiment: Strong Buy
There is a chance you may see the changes on this upcoming Q report for Apple..iphone4 & 4s sales (as reported in an article) almost freeze on announcement of iPhone5 launch...APPL's 5 million sales 3 days after releasing came into a standstill marred by all the problems it carries, this sales was actually still attached to Q3 report....Now this upcoming Q will be much more brutal for tablets & smarthphones..It will be flooded with even more hardware producers, MSFT is even on it now with their surface tablet. Foxcomm is again almost shutdown since yesterday...APPL is not looking very good the next few quarters.
Well with their cash hordes, it may come to be just a little dent. Time is on their side this time to innovate, unfortunately in doing so shareprice can suffer.
cash doesn't do you good if the competition catches up and you don't have differentiating product coming out to stay ahead of everybody.we don't know yet if Apple has new products in their pipeline that they have not annouced but as its now,Apple simply doesn't have the product to justify its current share price.Remember,people buy into future growth and i'm questioning that future growth that a lot of analyst are refusing to accept or are ignoring completely.Apple mini-iPad will not sell well in my opinion.Why would anyone buy a mini-ipad and not just buy smart phone.people buy iPAD because its substitutes the lab top.We all wanted the Lab top because we were tired of the PC.The mini-iPAD will be competing with smart phones.Smart phones are getting faster,more powerful with each new release.No need for mini-iPAD,it will be a bust.Research in Motion has already declared that their new blackberries will have the speed of Lab tops or 5X the speed of the current fastest smart phone.
Apple has fallen behind the competition unless they suprise us with a new product other than the mini-iPAD
Sentiment: Strong Buy