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Though its P/E is now well into the single digits after backing out cash, Apple (AAPL -1.3%) is...

Though its P/E is now well into the single digits after backing out cash, Apple (AAPL -1.3%) is having another tough day. Digitimes reported this morning Taiwanese supply chain sources expect Dec. quarter iPad Mini shipments to total just 8M due to continued touch panel shortages (previous); it sees shipments rising to 13M next quarter as panel yields improve. NPD recently reported Apple had raised its Mini display orders to 12M+.
Comments (22)
  • spald_fr
    , contributor
    Comments (2702) | Send Message
     
    Are you kidding? AAPL *never* has a "tough day".
    26 Dec 2012, 12:01 PM Reply Like
  • rocback
    , contributor
    Comments (974) | Send Message
     
    But on November 27th, Digitimes reported only 6 million units would be shipped in the 4th quarter. So 8 million would be a 33% increase from just 4 weeks ago.

     

    http://seekingalpha.co...
    26 Dec 2012, 04:15 PM Reply Like
  • mr wonder
    , contributor
    Comments (541) | Send Message
     
    I have doubts about the toughness of the alu case of the i-P5.
    There are many reports coming all around the world about the i-Phone being bent by just sitting on it.

     

    http://bit.ly/Ub7Npv
    http://bit.ly/TCPfDG
    http://bit.ly/Yl46Pz
    27 Dec 2012, 05:05 PM Reply Like
  • PRAVANTI
    , contributor
    Comments (10) | Send Message
     
    This is pure speculative reporting to keep the world at bay concerning Apple. Enough is enough already.
    26 Dec 2012, 12:09 PM Reply Like
  • hcpmark
    , contributor
    Comments (4) | Send Message
     
    I agree. First, Digitimes has a notably checkered record for accuracy. Second, I have noticed over the past year or two an apparent pattern of negative articles from Digitimes just prior to earnings that tend to drive the stock down. Makes one wonder ....? Remember too that Asian markets are notoriously subject to market manipulation through often unsubstantiated rumors. Anything originating from these sources needs to be approached very carefully.
    26 Dec 2012, 10:18 PM Reply Like
  • tom434
    , contributor
    Comments (21) | Send Message
     
    This is a "simple" non-retina display. Why to expect supply chain problems?
    26 Dec 2012, 12:13 PM Reply Like
  • SA Editor Eric Jhonsa
    , contributor
    Comments (753) | Send Message
     
    It's not that simple. The Mini uses a new touchscreen manufacturing process called GF2, which allows it to be thinner than the competition.

     

    http://bit.ly/TjAOly
    26 Dec 2012, 12:16 PM Reply Like
  • trade bait
    , contributor
    Comments (39) | Send Message
     
    who is this Taiwanese supply chain "source?" LOL. Funny stuff. Looking forward to the bashing, everyone knows Jan is right around the corner.
    26 Dec 2012, 12:42 PM Reply Like
  • shelly2884
    , contributor
    Comments (13) | Send Message
     
    I get tired of chicken little screaming the sky is falling. APPLE performance is great, it's sales, gross profit, profit, customer satisfaction etc etc. It stands tall against any of its competitors who would trade any measure for that of Apple. Who generates the most profit inthe industry, who has the highest customer demand, who has the best products?????? Yes some competitors claim higher volume - but are they making profit on their products, and how many of their products are giveaways (buy one get one free).
    26 Dec 2012, 12:53 PM Reply Like
  • what do I know
    , contributor
    Comments (1049) | Send Message
     
    So, both the writer of this news and the commentators are right but why no demand for this insensibly cheap stock?
    26 Dec 2012, 01:48 PM Reply Like
  • baozebub
    , contributor
    Comments (362) | Send Message
     
    Yet another blow to Apple today after 2 Apple store employees called in sick in its flagship New York store. Analysts cautiously downgrade Apple to hold.
    26 Dec 2012, 02:16 PM Reply Like
  • rperson
    , contributor
    Comments (367) | Send Message
     
    That comment is sarcasm. Right?
    26 Dec 2012, 02:53 PM Reply Like
  • rb92gt
    , contributor
    Comments (3) | Send Message
     
    rperson, sell APPL now... to me :) !!!!!
    27 Dec 2012, 04:22 AM Reply Like
  • pfbsurf
    , contributor
    Comments (142) | Send Message
     
    i have to say that the current AAPL story reminds me of the Lous CK bit - "Everything is amazing and no one is happy". Definitely google for a good chuckle. (sfw).
    26 Dec 2012, 02:42 PM Reply Like
  • chiptanis
    , contributor
    Comments (22) | Send Message
     
    I can only talk to what I see and I went to several parties in our area yesterday and guess what? Ipads, Ipad mini's and Iphones were the order of the day at every party.

     

    Now if I extrapolate that to the number of stocking stuffer itunes cards at the same parties and the app's purchased or to be purchased over the next week combined with the hardware... I think the so call analysts are sort of like the weathermen who are telling you it's going to be sunny when your looking at the storm clouds out of your window.. Something does not compute.
    26 Dec 2012, 02:43 PM Reply Like
  • XRTrader
    , contributor
    Comments (609) | Send Message
     
    I think this is actually OK - even if Mini sales come in at 8 to 9 million this Q. A lot in the January release will depend on the outlook.
    26 Dec 2012, 02:43 PM Reply Like
  • rocback
    , contributor
    Comments (974) | Send Message
     
    Not only is it "OK" but 33% higher than Digitimes reported just 4 weeks ago for the 4th quarter:

     

    http://seekingalpha.co...
    26 Dec 2012, 04:17 PM Reply Like
  • pocohonta
    , contributor
    Comments (543) | Send Message
     
    Last week APPL went down when a report said it didn't order more parts from the suppliers, raising the concern of a lack of demand. This week APPL went down when it tries to order more from the suppliers, raising concern of a lack of supply yield.
    I'm thinking there is plenty of demand AND plenty of supply to go around. Hard to believe everything you read these days.
    26 Dec 2012, 03:28 PM Reply Like
  • Ruok
    , contributor
    Comment (1) | Send Message
     
    Rotting apples, that's all
    26 Dec 2012, 03:50 PM Reply Like
  • bgold1955
    , contributor
    Comments (1939) | Send Message
     
    After totally exhausting myself in going to 2 different Apple stores on a consistent basis for the last 7 weeks and seeing nothing be just sheer volume in both, I'm not yet to the point of believing the stuff that continues to create a sell off, on a daily basis, in the stock.

     

    I also went to KORS, COH, FOSL, WFM, and didn't see near the customers although all were very active. Only a 10,000 - 15,000 sqf COST store had comparable customer activity. I may be wrong, but I say stay the course, as an x- retailer, I have not seen as much activity on a sqf basis other than SBUX on a Saturday a.m. I am frustrated as I don't know what more I could do to ensure my investment in AAPL is what I perceive it should be.

     

    Lets get past this unbelievable political bs and see what happens in January.
    26 Dec 2012, 06:43 PM Reply Like
  • TruffelPig
    , contributor
    Comments (4059) | Send Message
     
    Instead of checking such stuff I fix my roof. Let the stocks sit and ignore the noise.
    26 Dec 2012, 10:37 PM Reply Like
  • UncleFred
    , contributor
    Comments (153) | Send Message
     
    Let's pretend AAPL had not introduced the iPad mini. How many dollars would they have made off of iPad mini sales?

     

    So if they sell "only" 3 million, that's money in bank they would not have had. But they are selling way more than 3 million. So what's the big concern? It's an additional source of revenue that would not be there.....and that's somehow a problem?
    27 Dec 2012, 11:06 AM Reply Like
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