Seeking Alpha

Bill Maurer

 
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  • Apple: 5 Key Questions For The Rest Of 2014 [View article]
    Of course repatriation would be better than the Dow, just given how much cash Apple has overseas. As for the 1 in 7 chance, depends on your time frame. With this article primarily focused on just the rest of 2014, I think the chance is much lower. But if you were talking about the next 5 years, that's a different story.
    Jul 1 09:07 AM | 1 Like Like |Link to Comment
  • Apple: 5 Key Questions For The Rest Of 2014 [View article]
    Still, if Xiaomi sells 40 million devices this year, Apple will be impacted a little.
    Jul 1 09:06 AM | Likes Like |Link to Comment
  • Apple: The Pullback You Wanted [View article]
    There's been a million articles out there about the AMZN phone being a flop. Again, if you want the iPhone, you're waiting for it.
    Jun 27 09:03 AM | 1 Like Like |Link to Comment
  • Apple: The Pullback You Wanted [View article]
    Because I don't think there's THAT many people who wouldn't be able to wait a month for a phone.

    If you want the iPhone, you'll buy it whenever its released. There's not that many marginal buyers out there.

    There's a reason Apple launches the iPhone when it does. If it really was going to make a 5-8% difference, don't you think the company would do that?
    Jun 26 11:46 PM | 1 Like Like |Link to Comment
  • Now That The 'Little Guy' Is In Apple, Time For The Flush [View article]
    The market also fell on that Mastercard fall, which was right at Apple's earnings report when Apple dropped in January. Then, MA had its own earnings report, which was not good. The split didn't cause the stock to fall.
    Jun 26 11:12 AM | 21 Likes Like |Link to Comment
  • Apple: The Pullback You Wanted [View article]
    Actually, it fell below $90 yesterday, and yesterday's low was lower than today's current low.
    Jun 26 10:34 AM | 1 Like Like |Link to Comment
  • Apple: The Pullback You Wanted [View article]
    And then you can subtract 5%-8% for calendar Q4 / fiscal Q1.
    Jun 26 12:21 AM | Likes Like |Link to Comment
  • Apple: The Pullback You Wanted [View article]
    A tad over 4. That's basically a couple, as opposed to "a bunch" or "a large number".
    Jun 25 11:00 PM | 1 Like Like |Link to Comment
  • Apple: The Pullback You Wanted [View article]
    I think you are overestimating the move. It shouldn't be that large on just a single quarter's report and guidance.
    Jun 25 12:35 PM | 1 Like Like |Link to Comment
  • Apple: The Pullback You Wanted [View article]
    During a heavier sales quarter (Q2), iPhone unit sales were up about 6 million over the prior year period. Huberty is looking for a nearly 8 million increase, in a quarter where people especially in the US will start to wait for the 6. Don't see that kind of gain.
    Jun 25 09:37 AM | 1 Like Like |Link to Comment
  • Apple: The Pullback You Wanted [View article]
    Fairly accurate? Off by 4 and 5 million the last 2 quarters.
    Jun 25 09:15 AM | 1 Like Like |Link to Comment
  • Apple: The Pullback You Wanted [View article]
    Quicker doesn't really benefit Apple. Just pushes sales from one quarter to another.
    Jun 25 09:13 AM | 1 Like Like |Link to Comment
  • Apple: The Pullback You Wanted [View article]
    We also heard many that thought Q1 could see 55-60 million sales. How did that work out? I like to be optimistic, but you also have to be realistic.
    Jun 25 09:11 AM | Likes Like |Link to Comment
  • Apple: The Pullback You Wanted [View article]
    Apple does not give EPS guidance.
    Jun 25 09:10 AM | Likes Like |Link to Comment
  • Apple: Let's Not Get Ahead Of Ourselves [View article]
    Just saying that percentage wise, 6-7% estimates right now for Apple is not stellar, when compared to a GOOG, AMZN, FB, etc.
    Jun 10 11:08 PM | Likes Like |Link to Comment
More on AAPL by Bill Maurer
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