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James Niles

 
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  • GT Advanced Technologies Update: Latest Supply Chain Check [View article]
    We should get a good indication from gtat when they report earnings in August then. Since they will be shipping a lot of sapphire this quarter if it's going to be on iphone 6. What revenue are you expecting in aug so that we will "know" it's really going to be on the iphone this year. Thanks for your great articles.
    Jun 14 06:11 PM | Likes Like |Link to Comment
  • GT Advanced Technologies Update: Latest Supply Chain Check [View article]
    I'm curious how your estimates would change if we only see sapphire on the iwatch this year. If the iphone 6 comes and has no sapphire I'm worried about a big drop in gtat. Since the plant is just ramping up now, is it smart to assume aapl will put it in their most important product this year or will they wait until 2015?
    Jun 13 06:41 PM | Likes Like |Link to Comment
  • Apple Sure Looks Cheap [View article]
    Jesus Christ. Enough Jobs already. He's gone. Not coming back. Deal with it. Apple will.
    Jan 17 01:25 AM | 1 Like Like |Link to Comment
  • Apple Sure Looks Cheap [View article]
    Wrong.
    Jan 17 01:24 AM | Likes Like |Link to Comment
  • Apple: Cheaper Phone Means Cheaper Stock? [View article]
    Time for everyone to stop making up Apple products in their imagination. People invent fantasy products and then analyze the hell out of them. For god sakes just let Apple make the product and sell it before you start talking about how bad it is. I don't want to hear about what is wrong with the iMonkey until it is in my hands. And when the stock is going up again I don't want to hear about how good the iMonkey is either. "Cheaper iPhone means cheaper stock" look at Amazon and Samsung. Cheap products, high stocks. Can Apple do no right anymore?
    Jan 17 01:16 AM | 1 Like Like |Link to Comment
  • Apple Now 32% Below Price Target [View article]
    No idea how this article got posted. I tried to post an actually interesting article on future iphone growth and didn't get it allowed. It didn't "bring anything new to the apple discussion". Somehow this article with 2 paragraphs and some fancy charts gets posted. Thanks for nothing SA.
    Jan 15 07:12 PM | 3 Likes Like |Link to Comment
  • A Cheaper iPhone Would Confirm A Lack Of Innovation And Declining Margins At Apple [View article]
    Are you serious? Apples global smartphone share decreased in the second half of 2012. and Samsungs increased. Think about that date. Iphones come out once a year. Iphone5 sales haven't been counted yet, and Samsungs have. Its called a product cycle. Lets see how far apples share has fallen after Jan 23rd.
    Jan 9 12:59 PM | 2 Likes Like |Link to Comment
  • Taking A Longer Look At Apple's Secret Hedge Fund [View article]
    I think something like 90% of the Congress was reelected in the last election. They had a 9% approval rating before everyone voted. I don't vote but if this is what democracy is, then it probably doesn't work.
    Jan 7 06:16 PM | 1 Like Like |Link to Comment
  • Taking A Longer Look At Apple's Secret Hedge Fund [View article]
    Agreed. Apparently we are already at socialism/communism here. People just want what others have. They do nothing and think they are entitled. Its gotten to the point where we bitch about everything until our best companies refuse to use our workers. Its not our workers fault, but the media and political system.
    Jan 7 02:16 PM | 2 Likes Like |Link to Comment
  • Taking A Longer Look At Apple's Secret Hedge Fund [View article]
    I disagree. As an Apple investor I would not want them doing the majority of manufacturing in the US. The outragous business environment here is nothing but poison, lies and stolen money. What would Apple have to pay to get these highly automated assembly plants built in the US. My guess would be Billions to countless government agencies. Agencies who's sole purpose is to slow and hurt their business with pointless rules and rules on top of rules. All designed so companies have to pay lobbyists to funnel bribes to politicians. Not to mention the politicians who would turn negative on Apple since they decided not to manufacture in their districts. Honestly, I prefer China.
    Jan 7 02:10 PM | 10 Likes Like |Link to Comment
  • A little more on Deutsche/Apple: The firm notes Japanese analyst Yasuo Nakane has long been cautious about FQ2 (March quarter) iPhone builds, and thinks the consensus for FQ2 iPhone sales has fallen to around 37M. The U.S. team thinks Nakane's estimates (45M builds in FQ1, 28M-30M in FQ2) implies upside to his FQ1 sales forecast, and downside to his FQ2 forecast. Meanwhile, his forecast for 17M-19M FQ2 iPad builds implies upside to an FQ2 forecast for sales of 15M. [View news story]
    Agreed. The talking heads on tv care way too much about margins and market share. They're happier with amzn making no money and taking a little market share from apple than they are with apple making $50B+ a year. Why be impressed with market share if there is no profit. Even a 10 yr old realizes profit and growth is what matters. Apple has this in abundance. One day they will wake up and see the light.
    Jan 5 08:51 PM | 1 Like Like |Link to Comment
  • The Sole Apple-Beater: Samsung Electronics [View article]
    Look at the value and growth of the companies. Not just what direction the stocks have been pointing for last 3 months. Thats not even a good way to gamble.
    Jan 5 12:55 AM | 1 Like Like |Link to Comment
  • The Sole Apple-Beater: Samsung Electronics [View article]
    You shouldn't invest on feel. Expectations aren't high on wall street for Apple. In fact they are very low.http://seekingalpha.co...
    Apple and Nokia aren't even competitors anymore. Nokia cant get a grip in the smartphone market and in 2 years their feature phone sales will count for nothing. Get back into Apple now.
    Jan 5 12:54 AM | 2 Likes Like |Link to Comment
  • A little more on Deutsche/Apple: The firm notes Japanese analyst Yasuo Nakane has long been cautious about FQ2 (March quarter) iPhone builds, and thinks the consensus for FQ2 iPhone sales has fallen to around 37M. The U.S. team thinks Nakane's estimates (45M builds in FQ1, 28M-30M in FQ2) implies upside to his FQ1 sales forecast, and downside to his FQ2 forecast. Meanwhile, his forecast for 17M-19M FQ2 iPad builds implies upside to an FQ2 forecast for sales of 15M. [View news story]
    I've been following Apple for 8 years and have never heard of Yasuo Nakane. I'm not surprised this came out on options experation Friday. Especially after Aapl opened the week at 509. Seems like some big firms had wrote call options and didnt want aapl closing the week over 540. What I don't get is who the huge fund sellers are dumping apple based on this "analyst" projection. Since when is someones guess reported by the media as fact? Here report this as fact on Monday.. I think aapl will sell 60 million iPhones in Q2. There, that should bring back the 20B+ in market cap thats been manipulated out of aapl today.
    Jan 5 12:45 AM | 4 Likes Like |Link to Comment
  • Apple's Upcoming Earnings Beat [View article]
    215304, you are correct about the number of weeks. Sorry for my oversight on that. I also agree with the over 50 million iPhones. I'm guessing about 54 mil iPhones and 25 mil iPads. Since the China launch will be included in this quarter, the guidance for next quarter will likely not impress the street. Hopefully the huge earnings numbers and market share gains this quarter from new products will be what they focus on.
    Jan 3 03:16 PM | Likes Like |Link to Comment
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