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Gutone

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  • Told You So: RIM's Warning And Path To Demise [View article]
    RIMM will die.
    Nov 8 12:35 PM | 0 Likes Like |Link to Comment
  • Chipotle Mexican Grill: Strong Sell [View article]
    The timing wasn't too bad.
    Oct 19 10:23 AM | 0 Likes Like |Link to Comment
  • Is Apple Running Out Of Ideas? [View article]
    That description of banking on successes with incremental changes fits the history of a company we know well. Its called ......................... SONY.
    Sep 24 11:39 AM | 1 Like Like |Link to Comment
  • Is Apple Running Out Of Ideas? [View article]
    A news commentator doesn't create news. Is it that hard to understand?
    Sep 24 11:37 AM | 0 Likes Like |Link to Comment
  • iPhone 5: How Good Is Good Enough? [View article]
    Well, iPhone was the LAST smartphone to support LTE.
    Sep 24 11:35 AM | 0 Likes Like |Link to Comment
  • Is Apple Running Out Of Ideas? [View article]
    Well, today's product announcement shows Apple is indeed running out of ideas.

    Actually, post-Jobs era Apple executives have NO NEW IDEAS AT ALL. They do not even have the courage to make moderate shape changes in iPhone.
    Sep 12 03:21 PM | 0 Likes Like |Link to Comment
  • iPhone 5: How Good Is Good Enough? [View article]
    Apple, can you introduced a more no-surprise, mundane iPhone 5 than this?
    Sep 12 03:20 PM | 0 Likes Like |Link to Comment
  • Profit From Netflix's Cyclical Price Movement [View article]
    It is not necessarily number massaging, which would be categorized as fraud.

    But there are other ways to "count" subscribers -- it's easy to hide the loss of paid subscribers as increased marketing cost by providing promotions to subscribers who might have left otherwise.
    Jul 24 06:36 PM | 0 Likes Like |Link to Comment
  • Apple (AAPL): FQ3 EPS of $9.32 misses by $1.04. Revenue of $35B (+22% Y/Y) misses by $2.5B. 26M iPhones sold, 17M iPads, 4M Macs. Shares -5.5% AH. (PR).  [View news story]
    iPhone miss is not really that surprising

    http://seekingalpha.co...

    But I do not expect this miss to hurt AAPL badly. All eyes on iPhone 5 now:

    http://bit.ly/NOylIX
    Jul 24 05:05 PM | 0 Likes Like |Link to Comment
  • 7 Things That Can Hurt Apple [View article]
    It appears #7 has turned reality. iPhone sales lower than almost all estimates. I don't expect Apple to go down big because of this though. All eyes on iPhone 5 now.
    Jul 24 04:49 PM | 1 Like Like |Link to Comment
  • Chipotle Mexican Grill: Strong Sell [View article]
    Exactly because the herd now says: we are outta here. Examples like this are abundant - high flyers never recover from hard falls quickly:

    http://bit.ly/J023JT
    Jul 20 10:46 AM | 0 Likes Like |Link to Comment
  • Chipotle Mexican Grill: Strong Sell [View article]
    The international expansion is a joke.
    Jul 20 10:38 AM | 0 Likes Like |Link to Comment
  • Chipotle Mexican Grill: Strong Sell [View article]
    The growth story is broken. The valuation cannot sustain. The biggest collapse usually comes from contraction of valuation.
    Jul 20 10:08 AM | 0 Likes Like |Link to Comment
  • Chipotle Mexican Grill: Strong Sell [View article]
    My predication is the company will end up ~$200 within a year. As for today, my judgment is as good as (perhaps worse than) yours.
    Jul 20 09:55 AM | 0 Likes Like |Link to Comment
  • Chipotle Mexican Grill: Strong Sell [View article]
    Well, it's already below $320.
    Jul 20 09:51 AM | 0 Likes Like |Link to Comment
COMMENTS STATS
438 Comments
284 Likes