Daniel Hruska NeMuvhuro, Nyamavhuvhu 20, 2012, Apple yakava kambani ine mutengo wepamusoro wemusika munhoroondo. Ne 623,5 bhiriyoni US madhora akatyora rekodhi Microsoft, iyo yaive yakakosha pamadhora mazana matanhatu nemakumi mapfumbamwe nemakumi mapfumbamwe emadhora muna 1999. Yakashandurwa kuita migove, chidimbu chimwe cheAAPL chaikosha madhora mazana matanhatu nemakumi matanhatu neshanu (inenge CZK 618,9). Apple ichakura kusvika papi?
Brian White weTopeka Capital Markets akataura mutsamba kune vanoisa mari kuti makambani apfuura aikosha kudarika mabhiriyoni mazana mashanu emadhora akatonga musika panguva imwe chete, nepo Apple chikamu chemisika yaanofarira haisi ruzhinji, izvo zvinopa mukana mukuru. .
Semuyenzaniso, mukufamba kwayo, Microsoft yakabata chikamu che90% chemusika wePC inoshanda system. Intel, kune rumwe rutivi, yakagadzira 80% yeese processors akatengeswa, uye Cisco, ine 70% mugove, inodzorwa mune network zvinhu. " White akanyora. "Mukupesana, IDC inofungidzira kuti Apple inongotora 4,7% chete yePC musika (Q2012 64,4) uye 2012% yemusika wenharembozha (QXNUMX XNUMX)."
Atova muna Chikumi wegore rino, White akafanotaura kuti iyo $500 bhiriyoni chiratidzo chaisazove chekupedzisira chinangwa cheApple. Vamwe vanoisa mari, kune rumwe rutivi, vaidavira kuti mari iyi yaiumba rudzi rwechipingamupinyi pamusoro apo migove yekambani imwe yaisagona kuchengetedzwa kwenguva refu. Makambani mashanu chete ekuAmerica - Cisco Systems, Exxon-Mobile, General Electric, Intel neMicrosoft - asvika chidimbu chetririyoni yemadhora.
Makambani ese ataurwa akashuma P/E ratio pamusoro pe60, nepo Apple's P/E parizvino yakamira pa15,4. Mumashoko akareruka, sezvo chiyero cheP / E chinowedzera, kudzoka kunotarisirwa pamutengo kunoderera. Saka kana iwe ukatenga Apple stock izvozvi, zvine mukana wekuti ichakwira uye iwe uchawana pundutso kana ukaitengesa nenguva.
White anotenda kuti nezvigadzirwa zvitsva seyechitanhatu-chizvarwa iPhone, "iPad mini" kana itsva terevhizheni, Apple ichasvika kune zvemashiripiti imwe trillion yemadhora. Wedzera kune izvo kutengeswa kwePhones kuburikidza neanoshanda mukuru pasirese - China Mobile. Topeka Capital Markets' fungidziro yemwedzi gumi nembiri ndeye $1 pamugove weAAPL. Imwe fungidziro inotaura kuti mugore rekarenda 111, Apple ichagadzira yakakwira purofiti yekambani yeruzhinji.
Cherechedza mupepeti: Kukosha kweMicrosoft hakukonzereri inflation, saka nhamba dzekupedzisira dzinogona kusiyana. Nekudaro, kunyangwe pamanhamba mbishi munhu anogona kuona kukwira kukuru kweApple.
chinyorwa chakanaka, chete P/E yatove pa15,47 ona:
http://www.google.com/finance?q=NASDAQ:AAPL
Ndatenda, yakagadziriswa.
Ini ndinofunga kuti kana iwe ukakonzera inflation, Microsoft ine nhoroondo ine kukosha kwakawanda ...
btw, handifunge kuti Apple inogona kuita bhiriyoni. Vese vaongorori vanoti ichakwanisa kuchengetedza kukosha kwayo kwazvino. Zvakaoma kuwedzera kumwe kunhu, asi budiriro yakaita seMicrosoft inotarisirwa - ichachengeta chinzvimbo chayo chikuru, asi saizi yayo inoidzivirira kubva pakuwedzera zvakanyanya - haichakwanise kuwana yayaigona. zvione paIOS 6, apo zviri pachena kuti Google iri kuwedzera pamwe ne Android. zvakare nekuti anogona kukwanisa kuedza zvakanyanya, sezvo aifanira kubata.
Bullshit… Apple inoita zvakanyanya kana zvishoma chinhu chimwe chete. Pane zvakasiyana, pasina Mabasa, zvichida pachava nekuedza kwakawanda. Mubvunzo ndewekuti zvakanaka here.