getting really stellar reviews from players. i think this game launches before paradise bay, which needs significant code re-writes to eliminate crashing and too high resource specs. anyone know how long King typically keeps a game in soft launch? looks like this game is pretty great already and will be full launched quite soon.
just a little bit more than a week until the june 8th announcement of apple tv. analysts will need to increase forecasts with new revenue streams
then mid-july, we get the next earnings report, which will once again beat the street estimates. forward estimates continue to move up toward carl icahn's numbers.
it is going to be tough to grow in the search marketing space. search marketing growth is happening on mobile, where conversions are low. low conversions means low PPC. combine that with an eminent apple search engine that steals the most valuable ios traffic and you have a very tough position for google. the developers conference introduced nothing big for google. apple's next conference is going to showcase a whole new TV experience. much bigger. love google, but they are at a difficult junction as a stock.
apple is working on a search engine, but it might take 1.5 years to launch. ios will continue to expand share, creating a split along economic lines. android will serve developing countries and the poor. ios will own the middle and upper classes. guess where the search advertising dollars will flow?
apple rose alot from the previous quarter, but it has now consolidated. so it just needs a few catalysts to break to new highs.
as the technology continues to shift toward apple, wall street questions whether apple can grow or maintain margins. 5 years from now they will all be piled into apple, right about when i'm selling.
i dont try to rpredict the market direction on any one day. but apple is looking strong right now. just a little more push to get to new highs. next week will be the bigger catalyst for the stock
agreed. i am just waiting until the day i can tell my cable company where to go. monopolistics are clueless when the monopoly is taken away. they have never heard of customers, they think of us as prisoners. high speed dsl + appletv + netflix. we are already doing alot more bing-watching where we go through a series in a matter of weeks (with no commercials). cable is a wasteland of stuff i dont want. give me
noone wants to sell apple, but buyers knew it could not break to new highs today, so no volume. considering this was google's developer conference day, the stock held up well. apple's dev conference next week will be a much bigger catalyst.
replace google as the default search engine with an apple search engine for all ios devices and about 20% of google's revenues go poof instantly. factor in continued growth in apple products and an apple search engine that goes up against google and you really start to have problems over at google. i predict apple OWNS 40% of the marketplace for search advertising within 5 years. this is due to a much higher PPC on ios devices. if you dont know what PPC is, then you dont understand Google's biz at all.
if that is true then compare the p/e ratio of apple to any other company growing at similar rates. you cant. it defies logic. apple keeps beating estimates and icahn's estimate of $12 a share next year is about right. at a market multiple it is easily close to $200. but then you think apple should have half the p/e of the market because...???
sorry, but i'm so tired of that market cap argument that apple cant grow. it has only 20% unit share of smartphones and is going to launch a whole new tv service, becoming a payment platform and getting software into cars, healthcare, etc. when does wall street realize that apple's massive size allows it to reinvent categories that no other company can? when does the synergy of the ecosystem become a competitive advantage to wall street? the p/e is pathetically low versus all these "hype" stocks. the market is slowly waking up, but it takes time.
if that was the case apple never would have got into the telephone business, right? apple's core competencies are usability, design and computer engineering. a search engine is right up their alley, and recent acquisition and hiring shows they are going to do this - just a matter of when. plus, android is the chief competitor to ios. why would you feed your competition?
read the article that says 75% of google mobile revenues are generated on ios devices. i advertise on adwords and would welcome the ability to target the ios owners only because of the higher conversion rates and higher disposable income. i would pay a higher PPC apple is already taking steps to beef up its advertising platform. next step is taking over search. google's search engine is only mediocre. apple will build an interface advertisers love and searchers also love.