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  • 3 Insiders Are Selling Apple [View article]
    "The main reason for the proposed short entry is the intensive insider selling activity."<br>&l... not really intensive or abnormal when you consider that these sales have most likely occured due to tax purposes. When you exercise options, you are left with $X amount in gains that you will be taxed on. Most exercised options are done at a much lower share price than the current share price, in turn, necessitating a sale in order to pay that massive tax bill.<br><br&... be so quick as to label insider selling more than it really is - selling to pay taxes and probably to have a little fun money lying around.<br>
    Aug 5 03:04 PM | 1 Like Like |Link to Comment
  • Apple's Plastic 4 Inch iPhone 5C Has Lots Of Hidden Value [View article]
    I told you I hated comparing car companies to tech...

    But as you just mentioned above, "people buy what they can afford," and I think a lot of people will be able to afford a cheaper iPhone 5C.
    Aug 5 02:48 PM | Likes Like |Link to Comment
  • Several Catalysts For Beleaguered Apple [View article]
    As I wrote about in my latest article, I think there are too many pros and very few cons (if any) that make the plastic iPhone 5C release imminent.

    There's so much value built up in that cheap plastic phone, and I don't think Apple would release it without first making sure that similar iPhone gross margins are attainable.

    And nice article! Looking forward to seeing how many shares Apple purchases in this current quarter.
    Aug 5 01:55 PM | 3 Likes Like |Link to Comment
  • Apple's Plastic 4 Inch iPhone 5C Has Lots Of Hidden Value [View article]
    Sam, I agree. The Moto X is an Android competitor of other Android smartphones vs stealing current iPhone users.

    Not 100% sure what Google's thought process is by manufacturing both Nexus and Moto products.
    Aug 5 10:32 AM | Likes Like |Link to Comment
  • Apple's Plastic 4 Inch iPhone 5C Has Lots Of Hidden Value [View article]
    Thanks for your anecdote, Mary. I'd be curious to know what you see in Asia after the release of this cheaper iPhone.
    Aug 5 10:27 AM | Likes Like |Link to Comment
  • Apple's Plastic 4 Inch iPhone 5C Has Lots Of Hidden Value [View article]
    Absolutely! The 914 is another great example from Porsche. And just to clarify, the 914 replaced the outgoing 912.
    Aug 3 12:45 PM | Likes Like |Link to Comment
  • Apple's Plastic 4 Inch iPhone 5C Has Lots Of Hidden Value [View article]
    Porsche actually had one other comparable example in the cheaper version of the 911, the 912. For those of you that don't know what the 912 was, I suggest going over to wiki and finding out - http://bit.ly/16NO2uL

    History has taught us a lot of lessons. One of those lessons is the 911 vs 912 production numbers. Porsche sold roughly two 912s for every 911 from 1965-1969. I'm not saying the exact same thing will happen with Apple if they launch their plastic 4" iPhone, but I think it's safe to say that something along the same lines will occur.

    I know that Apple is not a car company, but Porsche's strong brand imagine has shown us that if you make one of your high-end products more affordable by deleting only a few features, people will find a way to purchase it. Why will people buy this cheaper version? Because they know that they are still going to get a great experience. Think of it as a linear chart with money spent on the y axis and experience on the x axis.
    Aug 2 01:41 PM | Likes Like |Link to Comment
  • Apple's Plastic 4 Inch iPhone 5C Has Lots Of Hidden Value [View article]
    I don't think Apple plans on compromising quality just because they are making a plastic phone. Let's not forget that Apple has already been down this plastic manufacturing road before with the 1st Gen, 3G & 3GS iPhones.
    Aug 2 12:52 PM | 2 Likes Like |Link to Comment
  • Apple's Plastic 4 Inch iPhone 5C Has Lots Of Hidden Value [View article]
    I hate comparing car companies to tech, but did the Porsche Boxster take away from Porsche's "premium" brand?
    Aug 2 12:46 PM | 4 Likes Like |Link to Comment
  • Misek hikes Apple price target [View news story]
    "will have many skipping the iPhone 5S" REALLY ???

    I think if any iPhone was skipped, it was the iPhone 5. The only real difference from the iPhone 4S to the iPhone 5 was 0.5" bigger screen. (I was not planning on upgrading to the iPhone 5, but my iPhone 4S power button broke...)

    If anything, the massive amount of people that upgraded to the iPhone 4S two years ago will be looking to upgrade their iPhones thanks to their Carrier's upgrade cycle that falls in perfect line.

    I predict that the iPhone 5S will be the most upgraded-to phone. However, the most sold iPhone will become the new plastic 4 inch iPhone 5C.
    Aug 1 11:55 AM | 1 Like Like |Link to Comment
  • Apple's (AAPL -0.5%) iPad shipments are expected to drop to just 10-12M units in Q3 from 14.6M in Q2 (and 19,5M in Q1), according to Digitimes, citing upstream supply chain sources. In addition to seasonal issues, there's market share, and the iPad's is estimated to have dropped to 30-35% in Q2 vs. about 40% in Q1. [View news story]
    Why do we CARE about these numbers, people? These analysts were WAY off on the last quarter.

    As far as I'm concerned, this is useless information.
    Jul 25 08:49 PM | 1 Like Like |Link to Comment
  • Google (GOOG +0.1%) officially launches the second-gen Nexus 7. As expected, it has a 1920x1200 display, a quad-core Qualcomm (QCOM -0.9%) APQ8064 CPU, and a starting price of $229. The tablet also comes with stereo speakers and dual cameras, and is 2.85mm thinner and 50g lighter than its predecessor. It arrives amidst reports a retina iPad Mini (AAPL) won't launch until 2014. Google is also unveiling Android 4.3 (Jelly Bean). The OS mostly provides incremental improvements such as Bluetooth Smart support, OpenGL ES 3.0 support (better 3D gaming), and improved multi-user settings. Google also discloses there are now 1M+ apps in the Play store (the number of non-duplicate apps is likely lower); Tim Cook stated last month the App Store has 900K+ apps. (live blog[View news story]
    I’ll give Google credit, they did a horrible job improving the looks of their Nexus 7.
    Jul 25 01:31 AM | Likes Like |Link to Comment
  • A little more on Apple: FQ3 iPhone ASP was $582, down from FQ2's $613 and FQ1's $641 (mix shift towards 4/4S, maybe also promotions). iPad ASP was $437, down from FQ2's $449 and FQ1's $467 (shift towards Mini). Mac ASP of $1,303, down from FQ2's $1,378 and FQ1's $1,359. SG&A spend +4% Y/Y to $2.65B, R&D +34% to $1.18B. FQ4 opex expected to total $3.9B-$3.95B, up from FQ3's $3.82B. iPhone 51% of revenue (and bigger % of gross profit), iPad 18%, Mac 14%, iTunes/software/services 11%. AAPL +5.1% AH. CC starting (webcast, live blog). [View news story]
    Glad to know you're on the in with Apple's inside news, Tvaddic. lol.
    Jul 25 01:28 AM | Likes Like |Link to Comment
  • A little more on Apple: FQ3 iPhone ASP was $582, down from FQ2's $613 and FQ1's $641 (mix shift towards 4/4S, maybe also promotions). iPad ASP was $437, down from FQ2's $449 and FQ1's $467 (shift towards Mini). Mac ASP of $1,303, down from FQ2's $1,378 and FQ1's $1,359. SG&A spend +4% Y/Y to $2.65B, R&D +34% to $1.18B. FQ4 opex expected to total $3.9B-$3.95B, up from FQ3's $3.82B. iPhone 51% of revenue (and bigger % of gross profit), iPad 18%, Mac 14%, iTunes/software/services 11%. AAPL +5.1% AH. CC starting (webcast, live blog). [View news story]
    There's a lot of "hidden value" in a plastic iPhone. Check out this article - http://bit.ly/1bPwy7r
    Jul 25 01:27 AM | Likes Like |Link to Comment
  • More on Apple: FQ3 gross margin was 36.9%, -590 bps Y/Y but above guidance midpoint of 36.5%. GM of 36%-37% expected in FQ4. Americas and Japan were strong spots: exc. retail, sales rose 12% and 27% Y/Y, up from FQ2's +7% and +19%. Europe (-8% vs. +11%), China (-14% vs. +8%), and rest of Asia-Pac (-18% vs. +26%) were weak. Retail sales flat vs. FQ2's +19%. $146.6B in cash/investments and $17B in debt at quarter's end. iPhone revenue +15%, up from FQ2's +3%. But iPad -27% (+40% prior); Mac -1% (+7% prior). 4.6M iPods sold, revenue -31% Y/Y. iTunes/software/services +25% to $4B, Accessories -4% to $1.2B. AAPL +4.6% AH. (PR[View news story]
    A more realistic upgrade is once every 2 years or so on Apple products.
    Jul 25 01:25 AM | Likes Like |Link to Comment
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