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criticalbear

criticalbear
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  • Microsoft (MSFT): FQ4 EPS of $0.66 misses by $0.09. Revenue of $19.9B (+10% Y/Y) misses by $830M. Shares -4.2% AH. CC at 5:30PM ET (webcast). (PR[View news story]
    word is this time last year, windows 8 was awaiting to come out. So it's really not that impressive.
    Jul 18 04:18 PM | Likes Like |Link to Comment
  • Microsoft (MSFT): FQ4 EPS of $0.66 misses by $0.09. Revenue of $19.9B (+10% Y/Y) misses by $830M. Shares -4.2% AH. CC at 5:30PM ET (webcast). (PR[View news story]
    this is a HUGE miss, holy crap
    Jul 18 04:09 PM | 6 Likes Like |Link to Comment
  • Google (GOOG): Q2 EPS of $9.56 misses by $1.22. Revenue (ex.-TAC) of $11.1B misses by $230M. Shares -4.5% AH. CC at 4:30PM ET (webcast). (PR[View news story]
    bloody hell
    Jul 18 04:09 PM | 3 Likes Like |Link to Comment
  • Amazon.com (AMZN): Q1 EPS of $0.18 beats by $0.09. Revenue of $16.07B (+22% Y/Y) misses by $90M. Expects Q2 revenue of $14.5B-$16.2B vs. $15.9B consensus. Expects Q2 operating income of -$340M to +$10M; EPS consensus is at $0.22. Shares +1.4% AH. CC at 5PM ET (webcast). (PR[View news story]
    Let's recap, misses on revenue, probably down significantly whispers, beats on profit but a huge drop from last year nevertheless, loses on projections

    Stock of course will shoot up, this is amzn we're talking about.
    Apr 25 04:18 PM | 4 Likes Like |Link to Comment
  • David Einhorn likes Apple's (AAPL) feisty share buyback : "We applaud Apple's decision to borrow money and return excess capital to shareholders, an idea that was off the table only months ago. This positive development represents a more shareholder friendly capital allocation policy and demonstrates the conviction of Apple's management and board in the Company's future." [View news story]
    I don't think Jony Ive would be a great CEO as he doesn't have that killer instinct of jobs.

    jobs is irreplaceable, i have no problem with that. I think the problem with Tim Cook is that he isn't keeping his supply chain in check, that's my problem wiht him.
    Apr 23 06:48 PM | 2 Likes Like |Link to Comment
  • David Einhorn likes Apple's (AAPL) feisty share buyback : "We applaud Apple's decision to borrow money and return excess capital to shareholders, an idea that was off the table only months ago. This positive development represents a more shareholder friendly capital allocation policy and demonstrates the conviction of Apple's management and board in the Company's future." [View news story]
    you can't spin good news for aapl. they're buying back shares because they are going bankrupt, DUH
    Apr 23 06:24 PM | 3 Likes Like |Link to Comment
  • Tim Cook (AAPL) on the five-inch smartphone: "Our competitors have made some significant trade-offs in many of these areas in order to ship a larger display. We would not ship a larger display iPhone while these trade-offs exist." He adds that if IDC's right, the smartphone market declined 30% since December, so Apple's decline of 15% beat the market. [View news story]
    people suck at reading between the lines. This is literally a smoking gun for me that they're already looking at bigger screen sizes. Before they were adament that 4" was the perfect size. now they start talking about color reproduction and app sizes as a gate for bigger screen size. i respect that, but it also does mean they're going to do it soon.
    Apr 23 06:24 PM | 6 Likes Like |Link to Comment
  • Apple (AAPL) drops to $405.86 - going negative after hours - as the company's earnings call (streaming audio) continues. (Earnings report[View news story]
    new product category in the fall, people must hate this
    Apr 23 05:57 PM | 3 Likes Like |Link to Comment
  • A little more on Apple: Implied FQ2 iPhone ASP of $613, down from FQ1's $641 (was emerging markets discounting or a mix shift to older iPhones the culprit?). iPad ASP was $449, down from FQ1's $467 (shift to iPad Mini). Mac ASP of $1,378, up from FQ1's $1,359. iTunes/Software/Services revenue +30% Y/Y to $4.11B. Accessories +15% to $1.38B. R&D spend +33% Y/Y to $1.12B, SG&A +14% to $2.67B. Cash balance stood at $145B at quarter's end, up from prior $137B. AAPL resumes trading, shares are up 5.4% AH. [View news story]
    it's lower because there's no product announcement. people forget that the ipad 3 was released in march last year.
    Apr 23 05:23 PM | 1 Like Like |Link to Comment
  • A little more on Apple: Implied FQ2 iPhone ASP of $613, down from FQ1's $641 (was emerging markets discounting or a mix shift to older iPhones the culprit?). iPad ASP was $449, down from FQ1's $467 (shift to iPad Mini). Mac ASP of $1,378, up from FQ1's $1,359. iTunes/Software/Services revenue +30% Y/Y to $4.11B. Accessories +15% to $1.38B. R&D spend +33% Y/Y to $1.12B, SG&A +14% to $2.67B. Cash balance stood at $145B at quarter's end, up from prior $137B. AAPL resumes trading, shares are up 5.4% AH. [View news story]
    apple just can't win hm? How about, they did the buyback because they know the stock will go up with their new product lines?
    Apr 23 05:22 PM | 3 Likes Like |Link to Comment
  • Whisper Number Impact: Apple Earnings Expectations Show Strong Confidence [View article]
    I honestly don't understand Apple's stock. On the one hand, they're lowering their expectations to BEAT Apple's realistic expectation, on the other hand, they're dumping the stock like it's going bankrupt. If this isn't manipulation, I don't know what is.
    Apr 23 02:37 PM | Likes Like |Link to Comment
  • Whisper Number Impact: Apple Earnings Expectations Show Strong Confidence [View article]
    what are you talking about, apple has been the most secretive company in the world.
    Apr 23 02:36 PM | Likes Like |Link to Comment
  • Heads: Apple Short Sellers Win, Tails: Apple Shareholders Lose [View article]
    Apple stock is so ridiculous. All this "Analyst lowering expectations" are actually lowering it to Apple's realistic guidance. what a bunch of bull. The problem was higher expectations for absolutely no reason
    Apr 23 02:33 PM | 1 Like Like |Link to Comment
  • Apple (AAPL -2.1%) roundup: 1) As Verizon's Q1 iPhone sales get dissected, critics are noting the 35% Q/Q drop in sales from Q4 is bigger than the 24% drop seen last year. Others think Verizon's remarks about wanting to lower subsidies bodes poorly, though Apple has more leverage here than most Android OEMs. 2) Digitimes reports Apple recently stopped placing Mac component orders to digest inventories, and (in a break from convention) hasn't provided a Q2 shipment forecast. 3) The latest from the iRumor mill: A picture said to show the low-cost iPhone's plastic case, and a report the 5th-gen iPad will be 25% lighter and 15% thinner[View news story]
    Didn't you know, apple is going bankrupt in 5 years? 180 billion cash, no debt, they'll file Chapter 11 soon.
    Apr 18 03:48 PM | 2 Likes Like |Link to Comment
  • Apple (AAPL -5.8%) has hit levels last seen in Dec. '11 following Cirrus Logic's warning and a Digitimes report about declining iPad Mini shipments. Cross Research calls Cirrus' warning "a reminder of weakening demand, and the challenges around product transitions" for Apple. Tero Kuittinen, noting sub-30M June quarter iPhone sales estimates and worries about the margin impact of emerging markets promotions, thinks "several nightmare scenarios have been priced in." "The naked fear of former Apple bulls is exactly what we need just before the earnings come out." [View news story]
    Nobody really invested with their hearts. they've been saying the fundamentals are strong, and they still are. I can't blame investors who don't vote with the trend.
    Apr 17 02:14 PM | 9 Likes Like |Link to Comment
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