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Apple (AAPL +1.4%) roundup: 1) Thanks to improving iMac supplies, U.S. Mac sales rose 31% Y/Y in...

Apple (AAPL +1.4%) roundup: 1) Thanks to improving iMac supplies, U.S. Mac sales rose 31% Y/Y in January, estimates NPD. The sales jump follows a 22% Y/Y drop in Q4 global Mac shipments. 2) LG Display (LPL) reportedly cut panel output for the 9.7" iPad by 90% in January, thanks to iPad Mini sales and seasonality. It expects output to pick up in Q2 ahead of a Q3 refresh. 3) Good Technology reports iOS hardware made up 77% of its Q4 enterprise device activations, up from 71% a year earlier. 4) European carriers are crying poor over iPhone/Android subsidies, and want changes. Obtaining them might be easier said than done. (Firefox OS)
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Comments (8)
  • rrosey2
    , contributor
    Comments (776) | Send Message
     
    Good news is obvious, but bad news sells better.

     

    I'll bet you won't get nearly as many comments !
    26 Feb 2013, 06:12 PM Reply Like
  • Joey2shoes
    , contributor
    Comments (75) | Send Message
     
    You win RRosey2!
    26 Feb 2013, 06:24 PM Reply Like
  • cjcarrad
    , contributor
    Comments (53) | Send Message
     
    now there are three comments. To wit:

     

    OMG!! Sell, the sky is falling again .. Oh wait, that's Russia. Of course iMac sales rose when supplies came up to demand.

     

    Doh

     

    So Q2 won't be as awful as the bears would like. Nevertheless, AAPL will get hammered again. Still the highest market cap --even at 450.

     

    (ps: really... all you short sellers, why not go pick on GOOG for a change?)

     

    Long AAPL.
    26 Feb 2013, 08:06 PM Reply Like
  • Nananikki
    , contributor
    Comments (25) | Send Message
     
    Long AAPL. But of course not many talks about the good news.
    26 Feb 2013, 08:24 PM Reply Like
  • dgwine
    , contributor
    Comments (7) | Send Message
     
    who cares. let the hedge funds ignore all the good news and then get shanked when aapl rises.
    27 Feb 2013, 03:01 AM Reply Like
  • RichardBruno
    , contributor
    Comments (2) | Send Message
     
    Good news? About AAPL? So why talk of a 2/1 split tomorrow at AAPL's board meeting?

     

    > Great psychological lift for current stockholders in that it doubles their dividend without Einhorn iPREF "hocus pocus,"

     

    > Good psychological motivation for potential buyers as GARP increases when price drops and P/E goes to a 5 handle locus;

     

    > Bad psychology for traders and therefore investors. Do AAPL investors really want to see bid/ask spreads lower and liquidity (and therefore maybe volatility) increase even more?

     

    > Bad psychology for the brand as P/E goes to 5, possibly making AAPL APPEAR half as valuable to small investors not into reading any news, who just hear supply chair rumors or the kids on Wall Street calling, "My hopes of growth had flown before. Quoth the trader, 'Nevermore'."
    27 Feb 2013, 05:16 AM Reply Like
  • Andrew A
    , contributor
    Comments (238) | Send Message
     
    Let's see... greatest brand in the world, best numbers ever reported, nobody really needs their product (Unlike oil) and the generation that learned on Apple systems is coming of age. Does anything else even matter??
    Stop counting and be surprised, for a change.
    27 Feb 2013, 06:53 AM Reply Like
  • klgmdc
    , contributor
    Comments (269) | Send Message
     
    Remember the "good ol' days" when numbers like these would move the stock 3%? I've read all the newsletters and listened to all the talking heads. People say "Apple is confused." I've concluded that everyone except Apple is confused about Apple. Apple hasn't changed one bit. As testament, Tim Cook did not do what the market wanted today and unleash some of its cash hoard at the investor's annual meeting. Instead, he said that Apple is working on some great stuff and those products are what will move the stock price. Hurray for Apple for not understanding that it's a confused company in decline.
    27 Feb 2013, 02:49 PM Reply Like
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