The Apple iPod Hype Poll

[JS80]

I am a potential short investor that wants to get sentiment on the iPod. Their stock has just been on a tear, and their earnings are due to be released next month. I'm looking to short/put the stock, and I would like the opinions of avid technology users.

So is the iPod train still strong or is the hype over? Thanks guys.

EDIT:
I was planning on buying put options a day before they release earnings, with the options expiring the same week. Hmmm...I thought the iPod hype was slowing down but apparently not. My rationale was that everyone who would ever purchase an mp3 device already bought one of the 5 iPods that have already come out. The PE ratio is still 48 and their core business unit which was thought to be the Macintosh is non-existant. They seem vulnerable however because of their lack of diversification; once iPod sales slow down their stock will no doubt be punished hard.

 

[Inspector Jihad]

no more ipod topics...check the terms.

 

[thirdlegstump]

What the hell are you talking about? Just get one and you'll see what you've been missing out on.

 

[AznAnarchy99]

all of my friends who know nothing about the other mp3 players from other companies all want ipods. But when i had my iriver before the ipod video everyone was amazed and wanted that because it played video

 

[boggsie]

Originally posted by: JS80
I am a potential short investor that wants to get sentiment on the iPod. Their stock has just been on a tear, and their earnings are due to be released next month. I'm looking to short/put the stock, and I would like the opinions of avid technology users.

So is the iPod train still strong or is the hype over? Thanks guys.

The iPod is going to get hotter and hotter based upon:
1) Availability of small, high resolution color LCD's
2) Continued miniturization (sp?) of affordable solid state memory
3) Increased density of 2.5" HDD's

The iPod UI is undeniably the #1 method for accessing tunes on a mobile device.

 

[Pliablemoose]

Consumers aren't sophisticated enough to switch to other MP3 players yet, I wouldn't short Apple.

I've done some options trading & if you're playing options, you've got bigger balls than me.

 

[AznAnarchy99]

Originally posted by: boggsie

Originally posted by: JS80
I am a potential short investor that wants to get sentiment on the iPod. Their stock has just been on a tear, and their earnings are due to be released next month. I'm looking to short/put the stock, and I would like the opinions of avid technology users.

So is the iPod train still strong or is the hype over? Thanks guys.

The iPod is going to get hotter and hotter based upon:
1) Availability of small, high resolution color LCD's
2) Continued miniturization (sp?) of affordable solid state memory
3) Increased density of 2.5" HDD's

The iPod UI is undeniably the #1 method for accessing tunes on a mobile device.

i really dont like their UI. im the type of person to like using folders

 

[everman]

I like Apple right now and definitly see the stock going up. It's up 60% now since I put it in my "hobby portfolio" which isn't real money, damn I wish it was though That's not good enough reason to buy now though. I think they have good future earnings potential and have some good products lined up.

 

[ultimatebob]

I really wish that Microsoft would release their OWN media player to compete with Apple. Companies like Creative and iRiver have put out some decent products that are compatible with Windows Media Player, but nothing that can truly compete with the either the marketing hype or ease of use of an iPod. Hell, it seems that even Sony can't pull off a decent iPod competitor, and they used to dominate the portable music player industry!

Until someone releases an "iPod killer", I think that Apple is a safe stock to buy. Question is, who's going to be the first company to one-up Apple?

 

[Martin]

Originally posted by: ultimatebob
I really wish that Microsoft would release their OWN media player to compete with Apple. Companies like Creative and iRiver have put out some decent products that are compatible with Windows Media Player, but nothing that can truly compete with the either the marketing hype or ease of use of an iPod. Hell, it seems that even Sony can't pull off a decent iPod competitor, and they used to dominate the portable music player industry!

Until someone releases an "iPod killer", I think that Apple is a safe stock to buy. Question is, who's going to be the first company to one-up Apple?

plenty of companies have one-upped Apple, however the iPod is a fashion item, and thus out or the realm tech companies.

 

[HaxorNubcake]

probably not a good time to be shorting it I don't think

 

[CKent]

It has definitely slowed a little, if only because a lot of competition has sprung up.

 

[Ricemarine]

Rawr. It goes up.

 

[Baked]

Still selling like crazy. Expect to see shortage in the coming 2 weeks.

 

[yhelothar]

Full speed.
And the female teens around the world are still getting it as fashion accessories.
"Oh this blue ipod doesn't match with my pink shirt!"
Go figure. :roll:

 

[HamburgerBoy]

It'll probably continue for a while.

 

[Xyclone]

It's actually getting even hotter now, so I would recommend holding the phone for a sec.

 

[Pathogen03]

I sell Ipods/mp3 players at Circuit City


we get them every few days and quickly sell out within hours. I spend most of my day answering the phone saying we are out of stock.

only competition is the Creative Zen Micro/Microphoto...

same pricing as the Nano, but double the capacity.

 

[Pliablemoose]

Hopefully they hype will last through tomorrow when my last auction ends on eBay

 

[ElFenix]

so you're going to short it and hedge with a put option?

 

[JS80]

Originally posted by: ElFenix
so you're going to short it and hedge with a put option?

I was planning on buying put options a day before they release earnings, with the options expiring the same week. Hmmm...I thought the iPod hype was slowing down but apparently not. My rationale was that everyone who would ever purchase an mp3 device already bought one of the 5 iPods that have already come out. The PE ratio is still 48 and their core business unit which was thought to be the Macintosh is non-existant. They seem vulnerable however because of their lack of diversification; once iPod sales slow down their stock will no doubt be punished hard.

 

[JS80]

Bump for more opinions!

 

[five40]

I would buy an ipod in 2 seconds if they make an 80GB+ video version. So I guess I don't fit into the "My rationale was that everyone who would ever purchase an mp3 device already bought one of the 5 iPods that have already come out.".

 

[rh71]

full speed for the holiday season.

 

[alien42]

shorting apple is about as stupid an investment as you could make. there stock has been on a tear for several years and there is no reason for it to stop anytime soon.