Seeking Alpha

Kenn Wagenheim

 
View Kenn Wagenheim's StockTalks BY TICKER:
  • Kenn Wagenheim
    Just read this article about AAPL: "Target axes non-iPad tablets until holidays" ... http://bit.ly/Ms0CsF
    7/21/12
    Reply
      • Kenn Wagenheim
        QCOM earnings good for AAPL. They can't say, but we know. ;-) AAPL locks up capacity in advance; they got a lot - other carriers lost out!
        7/19/12
        Reply (2)
        • garyisthebest: source?
          7/19/12
        • Kenn Wagenheim: Source for what? It's an opinion based on QCOM's earnings report and basic knowledge of how AAPL operates in the supply chain.
          7/19/12