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New Century  

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  • If Apple Isn't Investing In Apple, Should You? [View article]
    I have no position in Apple, short or long, stock, options, or otherwise.
    Dec 21, 2012. 12:47 PM | Likes Like |Link to Comment
  • If Apple Isn't Investing In Apple, Should You? [View article]
    I just reviewed this. They did not spent $9.5 billion on product tooling and manufacturing; they spent $9.5 billion on "other capital expenditures, including product tooling and manufacturing process
    equipment, and other corporate facilities and infrastructure."

    Could they be investing significant amounts of money in manufacturing capabilities? Sure. But it's not certain yet.
    Dec 21, 2012. 12:46 PM | Likes Like |Link to Comment
  • If Apple Isn't Investing In Apple, Should You? [View article]
    I am aware of this (though did fail to mention it). If Foxconn can do this, why wouldn't Apple?
    Dec 21, 2012. 12:42 PM | Likes Like |Link to Comment
  • Amazon.com's Investment In Fulfillment Can't Be Much Slower [View article]
    they have begun charging FBA merchants higher fees for inactive items and do regular cleanings, etc... so i think they are working on figuring out how to optimize space.
    Dec 19, 2012. 05:25 PM | 1 Like Like |Link to Comment
  • The iPhone 5 (AAPL) launch has once more made iOS the most popular smartphone platform in the U.S, but Europe is a different story. Kantar ComTech believes the iPhone's U.S. smartphone share for the 12 weeks ending Oct. 28 came in at 48.1% - that's up from the year-ago period's 22.4%, and slightly above Android's (GOOG) 46.7%. But in the EU5, the iPhone's share rose only 90 bps Y/Y to 21.2%, while Android's rose 1300 bps to 63.9%. Windows Phone had 4.7% of the EU5 , and 2.7% of the U.S., ahead of the WP8 launches. (previous[View news story]
    22% last year seems way too low.
    Dec 16, 2012. 10:49 PM | Likes Like |Link to Comment
  • The Market Is Missing Apple's Potential [View article]
    you know what other CEO said "don't bet against us?"

    reed hastings
    Dec 12, 2012. 08:39 PM | Likes Like |Link to Comment
  • Apple (AAPL -3.6%) has sold off in early trading, apparently on news clearing firms are raising their margin requirements for positions due to fears of being too heavily concentrated in the $526B company. One firm, COR Clearing, raised its margin requirement to 60% from 30%. [View news story]
    Samsung GS3 is technologically superior to the iPhone 4 & 5. Sure, if you like iOS and Apple's industrial design there are reasons to buy an iPhone, but based on guts, Apple doesn't win. (There are plenty of other devices that this can be said about as well.)

    Rumor has it that the GS4 will have a 1080p screen. Maybe the next iPhone will get another row of apps?
    Dec 6, 2012. 01:09 AM | 1 Like Like |Link to Comment
  • American Coca-Cola Vs. Mexican Cola [View article]
    iphone screen shots... seriously??
    Dec 2, 2012. 11:36 PM | 2 Likes Like |Link to Comment
  • Stick With Supervalu - A Sale Is In The Works [View article]
    I agree with everyone in that it'll be a binary outcome (at least in the short term) - $3.50+ (or whatever) if a deal gets done, below $2 if it doesn't. medium-term i agree with browndlee that they can sell selectively even if they can't get an attractive price for the entire company.
    Nov 29, 2012. 10:54 PM | Likes Like |Link to Comment
  • A hitch in Cerberus Capital's funding is stalling its pursuit of Supervalu (SVU -15.9%), Bloomberg has sources reporting. It comes down to the post-acquisition debt-revenue mix - and if Supervalu has to sell assets on its own, big tax payments lie ahead. [View news story]
    seems like they are - they're just having trouble making a bid happen.
    Nov 29, 2012. 10:53 PM | Likes Like |Link to Comment
  • A hitch in Cerberus Capital's funding is stalling its pursuit of Supervalu (SVU -15.9%), Bloomberg has sources reporting. It comes down to the post-acquisition debt-revenue mix - and if Supervalu has to sell assets on its own, big tax payments lie ahead. [View news story]
    thoughts on why the dip may be a buying opportunity: http://seekingalpha.co...
    Nov 29, 2012. 10:53 PM | Likes Like |Link to Comment
  • Black Friday: The Excuses Begin [View article]
    Amazon appears to be the big winner.
    Nov 26, 2012. 01:25 AM | Likes Like |Link to Comment
  • Fox, CBS, NBC call the presidential race for incumbent Barack Obama after multiple networks call Ohio for the president. Updated: S&P e-Mini futures look priced in: -0.47%; The dollar -0.47% against euro, -0.41% against Swiss franc. Updated 11:38 p.m: AP calls the race for Obama. S&P futures -0.58%; the dollar -0.41% against euro; -0.2% against pound; -0.39% against Swiss franc. [View news story]
    i messed that up. MO is in US.
    Nov 7, 2012. 08:28 AM | Likes Like |Link to Comment
  • Fox, CBS, NBC call the presidential race for incumbent Barack Obama after multiple networks call Ohio for the president. Updated: S&P e-Mini futures look priced in: -0.47%; The dollar -0.47% against euro, -0.41% against Swiss franc. Updated 11:38 p.m: AP calls the race for Obama. S&P futures -0.58%; the dollar -0.41% against euro; -0.2% against pound; -0.39% against Swiss franc. [View news story]
    Marijuana legal in CO, probably WA and OR too. $PM
    Nov 7, 2012. 12:08 AM | 2 Likes Like |Link to Comment
  • The NYT's Adam Davidson takes a train ride from New York to Washington. Inside, "it's all tidy and digital, everybody absorbed in laptops and iPhones," but outside, "traveling south is like moving through a curated exhibit of urban and industrial decay." For much of the line's existence, "New York and DC were subordinate to the roaring engines of productivity in between," but that model has been flipped. [View news story]
    i lived in delaware for a summer and i swear at least once a week the news headlines were about groundwater pollution or something of that nature
    Nov 4, 2012. 09:29 PM | 1 Like Like |Link to Comment
COMMENTS STATS
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