Thread: IBM or MAC
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Old 10-30-2002, 07:48 PM  
RedShoe
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Quote:
Originally posted by <IMX>
FletchXXX is right, Macs are becoming the ultimate prosumer computers. At the same time, they are becoming easier for novice users to operate.
?? They are? Someone should tell Apple about it then. Maybe then they might sell a few.



http://yahoo.businessweek.com/bwdail...21025_3448.htm

"Introduced last May, Schwab's A-to-F rating system is intended to give investors objective help in making buy and sell decisions. Indeed, some widely held and much-loved stocks get D and F ratings -- names like Apple Computer (AAPL ), Krispy Kreme (KKD ), Hewlett-Packard (HPQ ), Target (TGT ), and Southwest Airlines (LUV ).


Q: Now, this one is sure to really make some shareholders angry: Apple (AAPL ) is a company that people love, and you dare rate it an F!
A: People certainly are emotionally linked to Apple. However, emotions are the enemy of the objective investor. Per our analysis, Apple is pretty unattractive across the board. It's still selling at an above-average multiple of earnings and cash flow. Management is issuing shares (as opposed to buying them back), which we mentioned before that we don't like to see. And short-sellers are selling more and more of Apple short.

Its fundamentals aren't great either, when you look at free cash flow growth and free cash flow return on investment. Its earnings quality is very poor. We come to this conclusion by looking at the difference between operating cash flow and reported net income. There is some management discretion as to how you report your net income, but in the long run, operating cash flow and net income must converge. If net income is much higher than operating cash flow, the tendency is for net income to fall back in line. Apple looks particularly poor on that measure."
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