Isaac Newton's AAPL

Sir Isaac Newton was sitting under a tree when an apple fell and hit him on the head.  He suddenly had a great insight.
"I am going to rethink buying Apple.  Both the product and the stock."

There was a confluence of reasons.

1.  While Apple admits to missing out on Netflix, there is no mention of Time Warner.  It was reported on CNBC that Apple discussed the idea in 2015.  However, I wrote the article 11 February 2013. 

AAPL + FB Should buy AOL, Time Warner, CNN


2.  Apple is planning to go into Original Content.  Then, too, so is everyone else.  They missed a base to build on.  Did AT&T lose money on buying Time Warner?

3. Samsung announces a new foldable phone. Actually, this is not a cell phone.  This is a computer. And, Samsung announced 5G.  The news reports?  Apple will be coming out with its own 5G.  Ho hum.

4. I posed the question, "What happens when a Chinese tech company announces the launch of the Pomegranate? About 60 years ago, the pomegranate was known as a Chinese Apple.  I started out in life as "an English Major". I would call that foreshadowing. 

5. Tim Cook is touting the Apple Watch.  A fine piece of equipment.  However, does it work independently or does it require an i-Phone?

6.  Tim Cook chose to distance himself from data-gather-security-issues claiming we make machines. In the next breath, he announced a move into health care.  This, I understand, requires Apple to gather and retain every personal, medical, and financial aspect of everyone's life. 

7.  While the health care is a fine strategic move, losing out on 5G, competition in the phone business, competition from China, losing out on "content", and moving into credit cards with Goldman Sachs impugns the veracity of Tim Cook's claim on personal data.

A few more articles about Apple

Newton's AAPL

Polish the Skin Off AAPL

Apple, Google, Facebook, India

And the Winner Is...

AAPL Meets Hollywood



Regards,
Slim

If you find anything here to be helpful, please don't hesitate to send me a really tricked out Google Pixelbook [or an Apple Mac Book--I will keep an open mind.] and to tuck a few dollars into the envelope along with the thank you note.
Sincerely,
Slim.

Bob Asken
Box 33
Pen Argyl, PA 18072

Copyright (c) 2019 Bob Asken
All Rights Reserved

AAPL GOOGL FB INDIA

Remember:

Back in 2013 I wrote

Apple and Facebook should buy aol Time-Warner CNN.  The concern?>  Buy content. They didn't.  Today, the industry is gobbling up content like Raisinettes(r)  at the movie theatre.

I also wrote several articles about Apple and the Corporate Success Parabola.

Aapl Meets Hollywood

Remember when Xerox almost became a verb?  When IBM was synonymous with computers. Today? Not so much.

As Cell-phone sales taper off in China, and Tim Cook appeared on Mad Money with Jim Cramer I had a flashback to Bill Ackman selling Penney Stocks as JCP was on the skids. And to defend Ron Johnson.  I felt validated when someone on CNBC illuminated Cook's response on sales by expanding the analysis to a two year data report.  All I heard was Jim Cramer asking Tim Cook about Cell phones and Tim Cook responding with Q4 and Q1 financial data.  Warning, Will Robinson.

Now, India is the target.As Tim Cook ;pointed out: 50% of India's population is 25 and under. By 2020 a short 4 years from now, India will be the most populous nation on the planet. 

Please check my numbers. I wasn't listening too closely.

Content:  Bollywood is bigger than Hollywood.  One would think that rather than trying to convince the consumers to buy what the company wants to sell, tech would sell what the consumers want to buy.  Op Cit Ron Johnson.

If Apple and Facebook could team up, they could create a platform for Bollywood.  (How many years ago did I write: India: The Facebook Evolution and other articles about India?

Then we have National Pride.  China has technology, a cost effective labour force, a large consumer market, and the outpouring of National and Cultural pride, i-phone sales in China can transform into C-phone sales.  And the same can happen in India.  Will Apple be left out?  Will Apple continue to ignore content?  Will Google?  When will the i-phone sales in India give way to I-phone sales in India.  For the slow folk:  India-Phones.

Every corporation has a success parabola.  The way to avoid the doom is to transform to meet demand.  That comes from marketing not advertising.

Advertising: convince the consumers to buy what you want to sell.

Marketing: sell what the consumers want to buy.

 The definitions of Slim Fairview  Marketing:  Find a need and fill it.  

Warmest regards,

Slim.

slimfairview@yahoo.com

slimviews@gmail.com

Copyright (c) 2016 Bob Asken

All rights reserved.