Lenovo is not yet in the Game: Apple now worth double Dell’s

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milstein
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Lenovo is not yet in the Game: Apple now worth double Dell’s

#1 Post by milstein » Sat Jul 28, 2007 2:20 pm

http://macdailynews.com/index.php/weblo ... nts/14397/

Apple has surpassed HP too

So, product image and design can be crucial --- industrial design + software design solutions + marketing & branding of these design
As well as some complimentary peripheral solutions (Phone, portable device, etc)

Anyway, Lenovo has to watch out about its alliance to just Microsoft;
Linux is the way to go for the future

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Re: Lenovo is not yet in the Game: Apple now worth double De

#2 Post by jdhurst » Sat Jul 28, 2007 3:27 pm

milstein wrote:<snip>
Anyway, Lenovo has to watch out about its alliance to just Microsoft; Linux is the way to go for the future
Linux has not displayed any plans at all for supporting critical business software. Further, there are so many distros (I myself have worked with four) that it scares off reasonable people (source: any recent business news on the subject).

So despite the fact I have been using Linux since 1999, I think I shall be dead of old age (not any time soon :) ) before Linux makes a dent. Too much infighting and too little realism amongst the Linux technical geeks.
... JDH

milstein
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#3 Post by milstein » Sat Jul 28, 2007 3:31 pm

By the way, Apple has some quite good products, but I think majority of Apple products are not that great indeed

Instead, they make them looks pretty great (and undeniably some quite practically simple and easy to use too), and brand 'Apple' so that it sounds great, so that they appear as very desirable in the consumer market

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Re: Lenovo is not yet in the Game: Apple now worth double De

#4 Post by Melvyn » Sat Jul 28, 2007 3:35 pm

Apple's money come from consumer electronics, not only computers.

Their market is moving out of computers. In some years maybe they don't build more computer or sold their computer division (as IBM did).

Soon, very soon, apple will ship their machine with Microsoft's software. The're moving out of the market of Dell and Lenovo.

They doubled Dell, yes, and what? They did it in another market. So, don't ocmpare, because is like compare Boeing or Verizon with Staples or Circuit City.

Regarding to Linux:

I'm using linux by the last 7 years. Yesterday I switched my desktop to Ubuntu, after the last 2 years with Suse and 5 years with Redhat. I like it, I use it, I support it... I don't expect it eating a bit in wall street.

How can Linux do it? In the name of who? Linux's model of business is not to make money and dominate the world.
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Re: Lenovo is not yet in the Game: Apple now worth double De

#5 Post by mattbiernat » Sat Jul 28, 2007 4:13 pm

milstein wrote: So, product image and design can be crucial --- industrial design + software design solutions + marketing & branding of these design
As well as some complimentary peripheral solutions (Phone, portable device, etc)
http://seattletimes.nwsource.com/html/b ... ple25.html

iphone really did not do well. read this article. the sales are way below of what they expected. i think that people are not that dump and they won't fall all the way for marketing and branding. IMO $599 with 2 year contract, with a PDA/Phone that won't let you do VoIP and download 3rd party apps, with no way to imput the text or to use external memory is way over priced! For the price I can get PDA/Phone that not only has comfortable option of using external keyboard but also has quality screen and I don't have to be a slave to one phone company for 2 years (not to mention SD 16gb card, radio, GPS and other cool gadgets).
IMO apple would have been much better off just creating a widescreen mp3/video player (with touchscreen) and pricing it at $299. But combining it with a phone company was just a killer to their profits. How many parents are going to change their cellular provider just so their kids can get iphone?

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#6 Post by wearetheborg » Sun Jul 29, 2007 2:52 am

Perhaps AAPL is overvalued in the market. It has a PE ratio of 40 vs
Dell's P/E ratio of 24.
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#7 Post by tomh009 » Sun Jul 29, 2007 6:21 am

There is a lot of future growth expectation built into that high P/E ratio, and it really hinges on the consumer electronics business, not computers at all.
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