This blog post is sent from the pristine walled garden of my 12.9 inch iPad Pro™ running iOS9.3.2, and routed magically thru the air, to your Interwebz via an Apple AirPort Express™ (Firmware v7.6.7) bridged wirelessly to my Apple AirPort Extreme™ (Firmware v7.6.7) router and firewall. It is High Summer here on the Connecticut Gold Coast, and I am enjoying some Schubert with my morning coffee, pumped over Apple AirPlay™ on the AirPortExpress™ at the same time.
This is another shameless plug for AAPL. Disclaimer: yes I own it, I do not give a flying little green crap whether you buy it or sell it, nor do I care about the price that you do.
I can actually write with some authority on the subject of computing as I have spent over forty years in Information Technology and have worked on every platform from the IBM, DEC and Unisys mainframes and minis to early Wang and Xerox workstations to Sun Microsystems SPARCstations to pretty much every network protocol, operating system and minicomputer platform ever devised. I know this shit.
My preferred devices for personal use, based on my own extensive experience, are the Apple Mac running OSX, the Apple iPhone and iPad running iOS, and Apple networking devices. For security, stability and ease of setup and configuration, the Apple Ecosystem is untouched. It works.
Android of course will not disappear, but Adrian Kingsley-Hughes at ZDNet sums it up nicely by comparing the situation to the OEM’s in the PC business and the limbo they have found themselves in ever since Apple introduced the iPhone and iPad. This is hardware he speaks of, people. Not the operating system itself. Google will continue to make $$$ from Android, but it is tough to be compared to the revenue generated by Apple’s iOS.
Windows 10 (and it’s enterprise variant) is pretty good, in fact it is by far the best Windows OS ever. But it is still Windows and until Microsoft can give us an alternative to the kludge that is based on the same kernel as the original Windows NT (and it’s hardware abstract layer) my opinion will not waver. I write this as I am currently troubleshooting why Flash keeps crashing on my wife’s brand new HP Windows 10 computer. Some things never change.
This is exactly why the Gloom and Doom written about Apple is sheer nonsense and why Apple will continue to hoover-up over 80% of smartphone and tablet profit. There may be further downside in the next quarter due to anticipated weakness in the next iPhone release. Yet this is still a company that generates obscene amounts of cash, has a cash horde larger than many countries and easily the best management team and corporate ethos around. I am of the opinion that the Price/Earnings ratio is not the best way to determine value, but Apple ceased to be a growth stock long before last quarters watershed event. I would say that the events most important to your definition of the company as a value stock rather than a growth stock are the initiation of the dividend and the listing on the Dow Jones Industrial Average. Exodus quickly points out the obvious when you compare the P/E to it’s peers, industry and the market as a whole:
I think most people understand that Apple’s recent collaborations with enterprise vendors are going to be very interesting developments over the next few years. And keep a sharp eye on Apple as it dominates the Patient-Doctor-Hospital human interface via wearable devices such as the Apple Watch and Apple’s secure ecosystem. That R&D money is not simply being thrown at the phones and if that is the way you are currently viewing this cash cow then you are insane and financial advisers should be put in charge of your family trust.
There are more (Android) OEMs scrambling over one another for attention than there are customers to go around. And no wonder. While Android might have 80 percent of device sales, it only pulls in some 20 percent of the revenue.
Apple’s figures here are reversed, which gives the company considerable resources for advertising and R&D into new products. (emphasis mine)
And what about the Android malware toxic hellstew. Another day, another few million Android devices infected with malware. These are not problems that face iOS users, and it’s no surprise that Android users are defecting over to Apple.