Comments on: The iPad Revolution: Naysayers are Missing the Big Picture http://www.sinletter.com/2010/04/the-ipad-revolution-naysayers-are-missing-the-big-picture/ Tue, 03 Jan 2012 14:45:43 +0000 http://wordpress.org/?v=abc hourly 1 By: Asif http://www.sinletter.com/2010/04/the-ipad-revolution-naysayers-are-missing-the-big-picture/comment-page-1/#comment-540 Asif Fri, 16 Apr 2010 21:55:18 +0000 http://www.sinletter.com/?p=1093#comment-540 D2cold, I read those reports about WiFi issues as well before purchasing the iPads but upon digging further found that it was a very small group of people who were reporting issues with WiFi. The iPads I played with at the store and the one I purchased had no issues. The FreeBooks app is certainly worth downloading if you like classics. D2cold, I read those reports about WiFi issues as well before purchasing the iPads but upon digging further found that it was a very small group of people who were reporting issues with WiFi. The iPads I played with at the store and the one I purchased had no issues.

The FreeBooks app is certainly worth downloading if you like classics.

]]> By: D2cold http://www.sinletter.com/2010/04/the-ipad-revolution-naysayers-are-missing-the-big-picture/comment-page-1/#comment-534 D2cold Fri, 16 Apr 2010 17:31:26 +0000 http://www.sinletter.com/?p=1093#comment-534 Hey Asif, I like the idea of a ebook/netbook combo with the swagger of an apple for a decent price. My only draw backs, as i wait for the ipad to reach mainland Canada, are some comments regarding possible Wifi issue's and the fact that ebooks are just not cheap enough. However just based solely on wanting a tablet to read blogs, such as yours, newspapers, etc this should fit the bill nicely. Dislike the stock, but the ipad might be right for me... The FreeBooks app will be the first app i ever download for this device. Thanks for that Freebooks tip too as i wasn't aware of it until now. D Hey Asif,

I like the idea of a ebook/netbook combo with the swagger of an apple for a decent price. My only draw backs, as i wait for the ipad to reach mainland Canada, are some comments regarding possible Wifi issue’s and the fact that ebooks are just not cheap enough.

However just based solely on wanting a tablet to read blogs, such as yours, newspapers, etc this should fit the bill nicely.

Dislike the stock, but the ipad might be right for me…

The FreeBooks app will be the first app i ever download for this device. Thanks for that Freebooks tip too as i wasn’t aware of it until now.

D

]]> By: Asif http://www.sinletter.com/2010/04/the-ipad-revolution-naysayers-are-missing-the-big-picture/comment-page-1/#comment-530 Asif Thu, 15 Apr 2010 16:57:43 +0000 http://www.sinletter.com/?p=1093#comment-530 Michael, some of the steps that Apple takes like the recent decision to only allow programming of apps in specific languages do not make much sense. Regarding the stock, at an EV/EBITDA of 14, while the stock isn't exactly cheap, it does not appear to be overvalued either. I personally look for companies with EV/EBITDA values below 10 but then again Apple has a strong brand, 20% profit margins, a brand new product in the iPad, increasing sales of their MacBook adn iMac computers and a very strong balance sheet with a current ratio of 2.5. Michael, some of the steps that Apple takes like the recent decision to only allow programming of apps in specific languages do not make much sense.

Regarding the stock, at an EV/EBITDA of 14, while the stock isn’t exactly cheap, it does not appear to be overvalued either. I personally look for companies with EV/EBITDA values below 10 but then again Apple has a strong brand, 20% profit margins, a brand new product in the iPad, increasing sales of their MacBook adn iMac computers and a very strong balance sheet with a current ratio of 2.5.

]]> By: iTablet - Apple's latest creation - Page 3 - MotownSports.com Message Board http://www.sinletter.com/2010/04/the-ipad-revolution-naysayers-are-missing-the-big-picture/comment-page-1/#comment-528 iTablet - Apple's latest creation - Page 3 - MotownSports.com Message Board Thu, 15 Apr 2010 14:07:13 +0000 http://www.sinletter.com/?p=1093#comment-528 [...] was an interesting take on the product both from a usage and an investment perspective. The iPad Revolution: Naysayers are Missing the Big Picture*|*SINLetter – Monthly Stock Investm... __________________ 2010 AAT TBD 2009 AAT Rick Porcello, 14-9 ROY. A. Bacon can be added to any [...] [...] was an interesting take on the product both from a usage and an investment perspective. The iPad Revolution: Naysayers are Missing the Big Picture*|*SINLetter – Monthly Stock Investm… __________________ 2010 AAT TBD 2009 AAT Rick Porcello, 14-9 ROY. A. Bacon can be added to any [...]

]]> By: Michael Bigger http://www.sinletter.com/2010/04/the-ipad-revolution-naysayers-are-missing-the-big-picture/comment-page-1/#comment-526 Michael Bigger Thu, 15 Apr 2010 12:28:36 +0000 http://www.sinletter.com/?p=1093#comment-526 To clarify: I don't dismiss the Ipad as a fad. My issue is with Apple's management culture. Gawker ran a good post about this: The Dark Side of Steve Jobs: http://bit.ly/at6VGH The stock price is not expensive enough and volatility is too expensive for a short stock or long volatility position on Apple. As more people drink the Apple Koolaid we might get there though. I will be ready. In the meantime, I am patient. To clarify: I don’t dismiss the Ipad as a fad. My issue is with Apple’s management culture. Gawker ran a good post about this: The Dark Side of Steve Jobs: http://bit.ly/at6VGH

The stock price is not expensive enough and volatility is too expensive for a short stock or long volatility position on Apple. As more people drink the Apple Koolaid we might get there though. I will be ready. In the meantime, I am patient.

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