Tuesday, 09 October 2012 10:27

Right On Time, My Prediction Of Apple Margin Compression 8 Quarters From My CNBC Warning Landed Right On The Money! Featured

To begin with, brand new Apple valuation and forensic research is now available to all subscribers. I suggest you jump on it now while it's hot...

 apple product chart growth copy

Well, it looks as if my Apple ruminations and research have come to Fruition - and rather accurately at that. Since Apple has such a cult following, I will set the facts straight right here in a nifty little timeline as Apple tumbles in real time. This is to correct those who are comprehension challenged in saying that I've been crying to short Apple for 400 points. To begin with, I run a subscription site, I generally don't give away actionable advice for free, I charge for it. I have warned about Apple's macro and business conditions - yes, but whether to go long or short on the stock,I only opined in public once. Read below to see how that turned out. My next post will start revealing some of my actual subscription materials in order to make public the accuracy and prescience therein. Is it time for 1000s and 1000s of rose colored #iPhone sporting #iSheep and #fanbois to issue kudos to the BoomBust???

Spring 2010 - I declare the mobile computing wars are on and Google looks to be the front runner (light years ahead of the sell side)...

The Creatively Destructive Pace of Technology Innovation and the Paradigm Shift known as the Mobile Computing Wars!

  1. There Is Another Paradigm Shift Coming in Technology and Media: Apple, Microsoft and Google Know its Winner Takes All
  2. The Mobile Computing and Content Wars: Part 2, the Google Response to the Paradigm Shift
  3. An Introduction to How Apple Apple Will Compete With the Google/Android Onslaught

In October of 2010, I warned that Apple would face margin compression and make a short candidate. I DIDN'T say it should be short at that time, but I did say within 4 to 8 quarters competitive realities would catch up with it...

October 2011

So, what happened exactly 4 quarters later? Oh yeah, Apple misses on margins, the stock drops -  Reggie Middleton Wasn't the ONLY Openly Apple Bear in the .. This was the only time where I publicly stated I would short Apple. Announce contrarian short candidate - company misses and the stock dropped, right on the 4 to 8 quarter schedule! Sounds pretty good to me. Go to 2:20 in the video for a clear description of the margin compression illustrated below...

{youtube}Q3g__vy6Pmw{/youtube}

In the mean time, here are some updated margin charts to support what was said in the video and the extant Apple research for subscribers to review.

iBubbleiBubble

Yes, Apple is the vast majority of the desktop computer equity market capitalization!

Apple revenues as a smartphone companyApple revenues as a smartphone company

Apple has, in just a few short years, morphed from a computer computer to a smartphone and tablet company, which essentially are just new age computers anyway. It's just that no one sees Motorola, RIMM or Nokia that way!

ipad marginsipad margins

iphone marginsiphone margins

As the key revenue drivers see there margins compress (and I told you so two years ago), entity level margins will drop as well:

Which Is The More Sustainable Business Model - Selling The World's Information or Selling Shiny New Things???

Apple Margin chart

Google is a true threat to Apple that simply cannot be ignored. Here I explained that threat im explicit, easy to follow detail...
 
Of course, I put my money where my mouth was and publicly declared Google to be a superior investment to Apple on CNBC's stock draft. To date, I'm currently in the lead as Google drastically outdistances Apple...  Reggie Middleton currently leading the CNBC Stock Draft Pick ...
Now, exactly 8 quarters after my 4 to 8 quarter premonition, does everybody want to get short Apple and long Google??????

October 2012: Everyone jumps on the BoomBustBlog bandwagon...

 goog vs aapl

Below is my latest on Apple, showing whether I believe this is the time to short and what I think Apple is really worth. I feel I have been on the forefront of the Apple issue AND have been rather accurate as well.

Click here to subscribe. After subscribing, I wish all newcomers to download the very simply and quick Apple margin model below to put your most optimistic assumptions in to see how they may look in terms of product sales.

 

Industry Leading, Subscription Based Google Research

All paying subscribers should download the Google Q1-2012 Valuation Summary, wherein we have updated the valuation numbers for Google using a variety of metrics. Click here to subscribe or upgrade

Google still exhibits the likelihood that they will control mobile computing for the balance of the decade.

Subscription research:

file iconGoogle Final Report 10/08/2010

A couple of bits from our archives...


There are currently 7 Google reports available. Select the "Google Final Report" and click the "Download" button. You will receive a 63 page analysis that looks like this on the cover...

The table of contents outlines how we have broken Google down into distinct businesses and identified both the individual business models and the potential revenue streams, as well as  valuation for each business line.

Page 57 of the analysis shows a sensitivity table which outlines the various scenarios that can come into play and how it will change our outlook and valuation opinion.

Professional/institutional subscribers can actually access a subset of the model that we used to create the sensitivity analysis above to plug in their own assumptions in case they somehow disagree with our assumptions or view points. Click here for the model: Google Valuation Model (pro and institutional). Click here to subscribe or upgrade.

Last modified on Tuesday, 09 October 2012 11:42

www.boombustblog.com | This email address is being protected from spambots. You need JavaScript enabled to view it.

184 comments

  • Comment Link moncler giubbotti Sunday, 01 December 2013 23:12 posted by moncler giubbotti

    I truly appreciate this post. I have been looking all over for this! Thank goodness I found it on Bing. You've made my day! Thank you again!

    Report
  • Comment Link woolrich boulder coat Sunday, 01 December 2013 23:02 posted by woolrich boulder coat

    Simply wanna remark on few general things, The website style is perfect, the content material is really great : D.

    Report
  • Comment Link outlet woolrich Sunday, 01 December 2013 22:30 posted by outlet woolrich

    you are in reality a excellent webmaster. The website loading speed is incredible. It kind of feels that you're doing any distinctive trick. Moreover, The contents are masterpiece. you have performed a great task on this subject!

    Report
  • Comment Link outlet moncler milano Sunday, 01 December 2013 20:36 posted by outlet moncler milano

    You could definitely see your expertise in the work you write. The sector hopes for more passionate writers like you who aren't afraid to say how they believe. All the time go after your heart. "If you feel yourself falling, let go and glide." by Steffen Francisco.

    Report
  • Comment Link woolrich outlet 2013 Sunday, 01 December 2013 19:52 posted by woolrich outlet 2013

    Some really prime content on this website , saved to favorites .

    Report
  • Comment Link moncler shop Sunday, 01 December 2013 18:47 posted by moncler shop

    I've been absent for a while, but now I remember why I used to love this blog. Thank you, I will try and check back more frequently. How frequently you update your website?

    Report
  • Comment Link Ugg Size Chart boots Sunday, 01 December 2013 18:05 posted by Ugg Size Chart boots

    North Face Denali Hoodie Mens Deep Water Blue

    Report
  • Comment Link gamma blue 11s Sunday, 01 December 2013 17:20 posted by gamma blue 11s

    My group is turning out to be all of these gamma blue 11s in black for the purpose of my mom for my child Traditional current, It seems that might True love these, ideally could please listen add these!!!

    Report
  • Comment Link Cheap Replica Sunglasses Sunday, 01 December 2013 04:29 posted by Cheap Replica Sunglasses

    Item as described. Thanks so much!

    Report
  • Comment Link website Sunday, 01 December 2013 01:33 posted by website

    Making use of Garcinia Cambogia For losing weight

    ---------------------------------------------------------------

    Among the most recent plus most popular diet plan health supplements available today occurs are the garcinia cambogia remove. This particular brand new body fat buster can assist you reduce weight inside a few wise methods based on all of the latest study about this get. Precisely what is this particular miracle slimming pill? Plus the reason why, specifically, could it be a popular choice nowadays?

    Garcinia Cambogia, or even gambooge, is really a flower contained in Southern Eastern Asian countries. There are some various other brands this particular precise is recognized as, which includes brindleberry, Assam fresh fruit plus Malabar tamarind. For hundreds of years this particular fresh fruit, that is pumpkin formed, continues to be a part of several meals in this area from the planet. This expands in order to regarding the sizes of the orange colored or even a grapefruit and can are available in a number of shades. This stocks comparable cooking utilizes with all the tamarind. The particular gambooge offers a number of cooking utilizes within Southern Eastern Asian countries, and it has already been utilized for food preparation for several, several years.

    Actually within Philippines, this particular grow continues to be utilized being an diet enhancing pill for a long time. It is often utilized because the primary component for a lot of curries and it is put into different sauces, and it also may be used within treating seafood in a commercial sense. In this area from the entire world, meals are usually used therapeutically. In other words that will food items plus spices or herbs are frequently utilized plus delivered to assist remedy conditions. Garcinia Cambogia is certainly utilized in this manner within Southern Eastern Asian countries.

    They have simply recently been present in the particular , the burkha that this qualities of the remove will help along with weight reduction, that is the key reason why they have turn out to be very popular within the slimming pill business. The constituents from your rind are usually precisely offering the particular Gary the gadget guy. Cambogia the incredible fat reduction features. The capability to battle weight reduction within a few methods is exactly what is definitely which makes it therefore efficient for people in order to reduction lbs therefore rapidly. The particular hydroxycitric acid solution (HCA) inside the rind from the assam fresh fruit assists reduce your own hunger and in addition it obstructs carbs plus sugar through evolving into extra fat.

    You might like to think about offering Gary the gadget guy. Cambogia an attempt if you have experienced issues for a long time shedding that will excess weight and also have certainly not obtained the final results that you simply desired. Within scientific research, those who got the particular Cambogia product two times everyday could notice their particular weight reduction improved two to three moments regular. People who make use of this product might acquire this kind of weight reduction with out producing extreme modifications for their workout or even diet plan or even their particular general way of life.

    One of the most incredible characteristics from the assam fresh fruit is usually the capability to assist your own body’s muscle tissues tense up and turn into smaller. A number of individuals within the research who else required it health supplement skilled a primary period of time by which their health began to then thin before the real weight reduction occasion. That may be wonderful information for anyone trying to shed pounds plus grow their bodily looks. Bodyweight on your own must not be the only real take into account a workout program or even diet plan. By utilizing Gary the gadget guy. Cambogia, individuals who wish to get rid of a few pounds are usually self-confident they can achieve this, along with falling the gown or even pant dimension or even 2.

    Provide Garcinia Cambogia health supplements a try if you are fighting to get rid of individuals extra few pounds that will don't appear in the future away from regardless of possessing a well balanced diet plan plus exercising regularly.

    Report
  • Comment Link http://www.purevolume.com/hershelbuchanan/posts/5171608/The+Acai+Burn+off+Diet+plan Sunday, 01 December 2013 01:32 posted by http://www.purevolume.com/hershelbuchanan/posts/5171608/The+Acai+Burn+off+Diet+plan

    http://www.purevolume.com/matthias4878/posts/5171740/How+Properly+Does+Xenadrine+Perform%3FnnIs+it+a+Secure+Excess+weight+Decline+Dietary+supplement%3F http://www.purevolume.com/matthias4878/posts/5171740/How+Properly+Does+Xenadrine+Perform%3FnnIs+it+a+Secure+Excess+weight+Decline+Dietary+supplement%3F please click the following page 7194 garcinia cambogia garcinia cambogia 6bam2e6z3wsx4, inquiry garcinia cambogia utah 3713 click here for more info garcinia cambogia formula 531 garcinia cambogia similar site sytropin review bodybuilding http://bestsytropin.weebly.com/.

    Report
  • Comment Link where to buy garcinia cambogia Sunday, 01 December 2013 01:31 posted by where to buy garcinia cambogia

    Aspects To bear in mind When utilizing Garcinia Cambogia

    ---------------------------------------------------------------

    There are several dietary supplements nowadays with majority associated with options, you can merely inform which usually health supplement does work perfect for your wellbeing. Garcinia Cambogia is among the the majority of reliable health supplements nowadays. This really is among the important garcinia cambogia testimonials both you and and that means you ought to continue reading beneath for more information information regarding the item.

    Exactly what does garcinia cambogia perform?

    Garcinia cambogia is really a organic slimming pill taken out in the rind associated with tamarind fresh fruit. Research uncovered the rind associated with tamarind fresh fruit can be full of anti-oxidant. It really is initially present in Indian plus mainly utilized in Indian native cooking food. This helps weight reduction via the fat reducing plus diet enhancing pill home.

    Exactly where is the greatest spot to buy garcinia cambogia?

    Garcinia cambogia dietary supplement is usually difficult to get since it is very a new comer to the marketplace. If you are searching to get a certain spot to purchase garcinia cambogia, then your solution will be on the internet. Many people are usually fortunate enough to buy the particular product on the nearby wellness store, however the cost is pretty increased in comparison with purchasing garcinia cambogia dietary supplement on the web.

    Do you know the advantages of consuming garcinia cambogia dietary supplement?

    • Garcinia cambogia is extremely efficient within slimming down even though you exercise delete word

    • It really is inexpensive and may easily can be found on the internet

    • It really is created from all-natural substances therefore it is dependable

    Do you know the drawbacks this provides?

    • You can not quickly buy this at the local retailer-store

    • It will require a while for losing weight to consider the impact

    • You might drop your own hunger

    Is definitely garcinia cambogia for weight loss best for you?

    Garcinia cambogia evaluations claim that just before taking product, you need to very first seek advice from your physician to find out whether clinically competent to consider the particular health supplement delete word. In case you make reference to the good qualities plus negatives associated with making use of garcinia cambogia, you might very easily determine this kind of product is normally secure for your wellness. Nevertheless , for those who have persistent healthcare problems, expecting, lactating mom, or even using upkeep medicine, then you definitely are usually extremely motivated approach your physician just before utilizing the dietary supplement.

    The particular capture is the fact that before you begin utilizing the dietary supplement, you need to perform a comprehensive study System.Drawing.Bitmap be certain to understand precisely what the item is focused on. To increase the advantages provided by garcinia cambogia dietary supplement, you need to alter your way of life, carry out strenuous workouts, plus a new well-balanced dinner.

    Report
  • Comment Link garcinia cambogia ingredients Sunday, 01 December 2013 01:31 posted by garcinia cambogia ingredients

    Garcinia Cambogia The very best Body fat Burning

    ---------------------------------------------------------------

    The particular garcinia cambogia has become well-known everyday within the current era. The research produced onto it with the doctor’s shows that this garcinia cambogia is an excellent fat reducing realtor as well as assists with the particular psychological development. Lots of people have got stated it actually assisted all of them within decreasing the.

    What exactly is garcinia cambogia?

    This is a exotic fresh fruit that is present in Indian plus The african continent. This is a person in the particular lemon or lime loved ones such as " lemon " plus grapefruits. Garcinia cambogia is extremely bitter within flavor as well as the external addressing of the fresh fruit is utilized being a kind of essence within exotic nations. Within Indian plus The african continent individuals discovered this costly to buy. Hydroxycitric acid solution as well as the draw out from the garcinia cambogia cleanse have the effect of fat reduction.

    Nor this inhibits the particular food cravings neither can it promote the mind such as the caffine will. All of the food cravings sedatives plus stimulating drugs produce severe anxious issues while this particular Hydroxycitric acid solution not just can burn System.Drawing.Bitmap normally but additionally keeps a great degree of energy in your body. Because of this impact the individual continues to be mindful entire day and can the actual use complete focus. Because of being overweight, the particular response approach to your body gets to be boring which usually leads to the particular past due reaction from the entire body therefore the particular overweight individual will become boring. If we consume food plus our own belly turns into complete this transmits a sign towards the human brain that it can be complete as well as the individual ought to cease eating. Yet this particular response motion from the individual gets sluggish leading to the particular poor routine associated with overeating. This particular Hydroxycitric acid solution boosts the particular response activity from the individual.

    Chrome may be the material which it really is mixed and provides the very best outcomes. Chrome may be the material which usually does not have within the person’s entire body whenever he gets older eventually. The particular lack of this particular materials is in charge of the particular being overweight from the individual which being overweight more lead to the particular diabetes. Prior to supplying this to the overweight kid you need to seek advice from your doctor. He can direct you concerning the correct medication dosage from it and can inform you the particular safety measures that must be taken just before eating this. It does not take greatest weight reduction item available for sale which usually normally transmits the particular transmission towards the human brain to prevent overeating System.Drawing.Bitmap within burning up the particular body fat as well. Many studies with the physicians had been produced just before starting the item.

    Report
  • Comment Link miracle garcinia cambogia Sunday, 01 December 2013 01:22 posted by miracle garcinia cambogia

    4799 http://www.flixya.com/blog/5627574/Enterprises-Need-to-have-To-Concentrate-Adjustment-Of-The-Us-Foodstuff-Stability-Improvement-Act http://www.flixya.com/blog/5627574/Enterprises-Need-to-have-To-Concentrate-Adjustment-Of-The-Us-Foodstuff-Stability-Improvement-Act 3ioaaxg, https://www.youtube.com/watch?v=hwmPVKCiqEw Click On this website fnwtxl, http://journals.fotki.com/braydenjhmyyyx/braydenjhmyyyx/entry/wgtffqgdbdqwk/ try here t384apyf0lo, 2018 garcinia cambogia liquid g9pvjnap, where to buy garcinia cambogia garcinia cambogia just potent jclezjpeptgu, 1471 garcinia cambogia

    Report
  • Comment Link eastniketops Sunday, 01 December 2013 00:58 posted by eastniketops

    http://www.cheapjordanssell.com/Beaniehats.txt eastniketops

    Report
  • Comment Link cornell woolrich Saturday, 30 November 2013 20:02 posted by cornell woolrich

    Thanks, I've just been looking for information about this subject for a while and yours is the greatest I have found out so far. However, what in regards to the conclusion? Are you certain concerning the supply?

    Report
  • Comment Link etoile isabel marant Saturday, 30 November 2013 17:46 posted by etoile isabel marant

    I'm generally to blogging and i certainly appreciate your content. The article has definitely peaks my interest. I am going to bookmark your site and maintain checking for new details.
    etoile isabel marant http://www.shoes-isabelmarant.com

    Report
  • Comment Link baayouthsports.com/fashion.html Saturday, 30 November 2013 11:27 posted by baayouthsports.com/fashion.html

    Right On Time, My Prediction Of Apple Margin Compression 8 Quarters From My CNBC Warning Landed Right On The Money!

    Report
  • Comment Link jordan 11 greys Saturday, 30 November 2013 09:45 posted by jordan 11 greys

    An interesting discussion is worth comment. I feel that you should really write more on this subject, it may possibly not be a taboo subject but usually many people aren't enough to speak on such topics. To the next. Cheers
    jordan 11 greys http://www.freewebsite-service.com/jordansscg/Blog.php?id=186650&snavn=Guys+thong+as+comfortable+underwear

    Report
  • Comment Link cheap shoes Saturday, 30 November 2013 09:45 posted by cheap shoes

    Hello! I just would like to give a huge thumbs up for the fantastic information you might have here on this post. I will likely be coming back to your blog for even more soon.
    cheap shoes http://jordansscg.teenblog.com/post/205882/tips_on_how_to_effectively.html

    Report
Login to post comments