Comments on Fund My Mutual Fund: Resistance is (for now) Support

shax, here's another reminder - if you'd just boug...

2008-05-06T04:30:00.000-04:00

shax, here's another reminder - if you'd just bought AAPL 8 years instead of arguing with Mac users you'd be a lot richer...

;-)

Sigh, 8 years ago I promised myself to never ever ...

2008-05-05T15:55:00.000-04:00

Sigh, 8 years ago I promised myself to never ever argue with Jehovah's witnesses, Linux fans and Mac users about their favourite topic. Thanks for reminding me why.

Now where is my iPhone, I gotta note that one down as a weekly reminder....

just to note, I don't own any Apple product. :) I ...

2008-05-05T15:13:00.000-04:00

just to note, I don't own any Apple product. :) I just love the company strategy. iPhone is just gravy. This is a Mac strategy; I expect another HUGE back to school season and Christmas season.

Remember, last to go will be video games and Apple stuff. We love our gadgets. And remember, there is no recession or inflation - that is all a figment of imagination from Democrats and media. So therefore no problems for Apple. ;)

Also again, as I repeat each quarter, Apple is now nearly 50% overseas... weak dollar multinational baby.

iPhone one other nice thing is Apple will be pricing it at X, and then the 3G it looks like AT&T is going to subsidize out the wazoo - i.e. perhaps $200 price cut. So Apple still gets full price, and AT&T takes the hit... but since its such an expensive service package they can make it up in a short time. But again, its a Mac story and an international story. If people want to pay $900 for a ho hum desktop or $1300 for a Apple is a good debate, but the overall market does not need to grow in US... the pie just needs to become more Apple and less PC centric (which it is). Overseas, the pie just continues to grow.

I like to compare it to Nike in the 80s... brand brand brand. We'll see how it plays out. Remember, the US is but 5% of the world... and will become less important by the year, month, day, hour to the multinationals.

Yes Mr. Bush had blamed India for food prices. rid...

2008-05-05T15:01:00.000-04:00

Yes Mr. Bush had blamed India for food prices. ridiculous though.

I'm evaluating Apple's strategy in my MBA class. I agree with you Mark. They are going to take good chunk of market share from RIMM.
Iphone introduction in India in September will be a huge success.
The price is Rupees 28000, which is on high end of the buying range.
But the craze for Iphone in India is already crazy. People are unlocking Iphones and using on other networks. Just type "unlock Iphone in India" in google and see what happens. There are special retail stores that are open just to unlock iphones.

Apple is going to cut the prices in 3-6 months in India and draws everyone who wished the prices to come down. Its the famous apple's strategy. Build the culture first and cut prices.

Macs: Think about when younger generation starts working and pushes the coporates to buy Macs.

Catalysts: 3g phone, iphone in Asia, Macs and iphone in corporate.

I think you underestimate AppleI think your lo...

2008-05-05T14:46:00.000-04:00

**I think you underestimate Apple**

I think your love for Apple products is clouding your investing judgement.

Hey, I like iPhone too, it's a cool toy. But its a toy that costs $500 in a consumer market that has more urgent uses for that money. Like paying gas bills.

So cruel shax!I think you underestimate AppleThey ...

2008-05-05T14:15:00.000-04:00

So cruel shax!
I think you underestimate Apple
They will do volume discount just like Dell or HPQ

And I dont need 15M, remember its 12M? And in fact I talked to some people last week who either started or work with smaller funds and the number is going to be substantially lower than that. So it's all good.

praveen, thanks for the comments. I heard people in India were very mad that Bush blamed them for the high food prices. Typical Bush.

http://tinyurl.com/6ehwxbhttp://tinyurl.com/4llt7u...

2008-05-05T13:46:00.000-04:00

http://tinyurl.com/6ehwxb

http://tinyurl.com/4llt7u

Some links about food crisis.

**I really should be charging for this level of in...

2008-05-05T13:26:00.000-04:00

**I really should be charging for this level of insight ;)**

I would probably pay, not for the "insight", but for your excellent summaries of relevant daily news, which is what keeps me coming back here :o)

Regarding Macs in every office, thats about as likely as you gathering 15M for a mutual fund... in the economy of scarsity, toys are on the way out and essentials are on the way in. Macs are basically EXPENSIVE fashion statements for nerdy young men, like Prada handbags are for superficial young women. Both have no place in the World of Shortages.