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More on Apple: In addition to higher margin requirements, some think shares are lower due to a...

  • Wednesday, December 5, 2012, 1:31 PM ET
    More on Apple: In addition to higher margin requirements, some think shares are lower due to a Digitmes column noting sources think Apple may cut its calendar Q1 iPhone component orders by 20% Q/Q. However, it isn't clear if the sources are merely speculating about a demand slowdown, or if their opinions stem from current trends. Apple's calendar Q1 iPhone sales fell only 5% Q/Q this year, but that was partly because of a giant Chinese inventory ramp. Cirrus Logic (CRUS -2.8%) is again following Apple lower.
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This news story has 12 comments:

  •  
    This is just silly. These comments are quoting a source that is frequently wrong, and struggles with English. The story is positive--IP5 orders are increasing dramatically to about 45 million! That doesn't count 4 and 4S sales which will increase the numbers. Digitimes goes on to speculate that the chipset market will slow down in Q1 as phone sales slow down into the year. Their best rumors are very flimsy, and this one, which spans out months, is baseless. The problem is that Digitimes is often wrong. They were saying 40 million days ago. Just rumors.
    5 Dec 2012, 02:43 PM Reply Like
  •  
    As a Digitimes email subscriber, I have to attest to the fact that they print an awful lot of speculative gossip. It wouldn't occur to me to trade on one of their individual rumors about Apple or anyone else.
    5 Dec 2012, 03:32 PM Reply Like
  •  
    Shorts and sellers are piling up. what's next.
    5 Dec 2012, 03:37 PM Reply Like
  •  
    After three months of reading this type of news drivel and watching the share price get hammered on pure speculation & fear (not facts), I have one thing to say about the Apple bears:

    People are idiots.

    Just my .02
    5 Dec 2012, 05:16 PM Reply Like
  •  
    okay so if this rumor is true, 45 million 5s will be made this quarter, if they have their typical 9:1 mix of new to old that makes 50 million iPhones. And the worry is that they may not be able to duplicate this? Well look at last years pattern. We had two quarters with relatively similar numbers 37.5, 35.1 then we had two quarters with roughly .75 that level, 26.3 and 26.9

    So lets say our numbers pan out the same way. they would sell 3.4-3.6x million iPhones. X is the first quarter number (50) which leaves us at 170-180.
    5 Dec 2012, 05:47 PM Reply Like
  •  
    Short interest ratio on appl is microscopic.
    5 Dec 2012, 08:16 PM Reply Like
  •  
    Would appear that AAPL is over-speculated. I've seen multiple reports of bad news for Apple listed today (read "Margin Pressures..." in the side-bar). Not sure any of it changes fundamentals for the company, but it may make people over-invested in the stock worrisome.
    6 Dec 2012, 02:59 AM Reply Like
  •  
    sellers decided to put all their negative stories today : Margin requirements, profit margin, Ipad share slipping, cut in component orders, China mobile going with NOKIA,No dividend distribution....
    they should have left some for tomorrow . Unless they start mentioning that the aluminum casing is peeling off the Iphone..
    6 Dec 2012, 07:24 AM Reply Like
  •  
    "Multiple reports of bad news for Apple" ...
    News not facts! Apple is being manipulated by the pundits for personal gain if not in playing the stock, then in attempts to gain notoriety and personal profits from huge publications. They are hurting 100's of thousands of regular people with no remorse. The super fast paced SEC Market rules that let the professionals make money on shorts, puts and all sorts of insurance did not exist a few decades ago. The system has been changed and it is ruining capitalism for the masses.
    Time for a change in the rules of the game!
    Phil
    Long Apple
    Short on gambling which is what the modern rules have turned the market into Vegas, but "the House" are the professionals and they don't work for you.
    6 Dec 2012, 07:48 AM Reply Like
  •  
    It is now obvious that AAPL shares are over-discussed, over-rumored and over-hated on the net. The 'stock worrisome' is over-promoted too by a myriad of sources, including this forum. The more I read about Apple the more I realise that the field of crappy comments about the stock represent an ideologic trend rather than an market phenomenon. The more we read about the more we are loosing ground from reality and the more we are out of the real moves... To date, I estimate that no more than 60 percent of postings here are actually helpful to understand the market. This situation may represent an opportunity to reconsider the Following : a greater respect for FACTS as opposed to moody opinions would be greatly appreciated. Hoping that this sincere comment will help some readers.
    6 Dec 2012, 08:16 AM Reply Like
  •  
    This is ridiculous. Bottom line is that Apple has made the highest percentage of profit for its shareholders. About 40% this year??
    If the long term dividend rate increases from 15% to whatever, this is the stock you would sell this year to hedge your bets! That is why the sell off. And it will continue. Hang in there, next year it will bounce back nicely.
    6 Dec 2012, 09:02 AM Reply Like
  •  
    oops, I meant to say 'capital gains' rate from 15%.....
    6 Dec 2012, 03:40 PM Reply Like
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