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ItsAllGreek

ItsAllGreek
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  • Feel Like Making A Bold Tech Play? Go Long With Microsoft [View article]
    No but there are a bunch of folks who bought the Surface RT believing it would run all their existing Windows Apps.
    Nov 7 02:18 AM | Likes Like |Link to Comment
  • Apple's October Sell-Off: Remarkably Similar To Last Time [View article]
    I think the people buying the calls was a group chasing the rising stock price and betting on a huge iPhone 5 release. The "smart money" wrote the calls knowing full well that they would expire worthless. The only thing that needed to happen was for the stock price to drop and the extent and timing of the drop are red flags for me (if you remember a large portion of the drop in stock price was "in sympathy" with Google which is essentially in the search business).

    If you look at Apple options especially weekly options, there is always a drive towards the max pain price point. It almost always gets there regardless of the presence/absence of any real news. News/rumors can be manufactured or price can be driven down by algorithms.

    At some point regular "value" investors will need to figure out that for some of the more heavily traded stocks, the game is rigged and you play it at your own risk.
    Nov 6 01:47 PM | Likes Like |Link to Comment
  • Apple's October Sell-Off: Remarkably Similar To Last Time [View article]
    Paulo - why is it you chose the wording " delta hedging". In this case wouldn't that be taking a short position to offset the long? I honestly am trying to understand the concept of the "absence of buying pressure" and what conditions trigger it.
    Nov 6 04:59 AM | Likes Like |Link to Comment
  • Apple's October Sell-Off: Remarkably Similar To Last Time [View article]
    Paulo - I just do not see how the 20% drop can be attributed to the "withdrawal of demand". Someone always makes money and with such a huge drop in a month, I would look more at the short interest and their ability to engineer the drop.

    Yes it's a cynical view but this slingshot effect has been repeated often with Apple and indicates to me an extremely manipulated stock.
    Nov 5 01:05 PM | 1 Like Like |Link to Comment
  • Apple's October Sell-Off: Remarkably Similar To Last Time [View article]
    Paulo - I think the distinction here is the difference between the regular investor or mutual fund and the other group of traders who are in control of the market.

    While it is clear that excessive speculation played a role here, what you do not explain in your article is why Apple lost 20% of its value in the last month. Clearly someone was making a load of money (not the call option speculators).

    For a change, I would really rather hear about which hedge funds and traders actually made a killing these last few weeks and how they were able to get Apple to drop by 20%.
    Nov 5 11:05 AM | 1 Like Like |Link to Comment
  • Scott Forstall's departure from Apple (AAPL) was "not his decision," a source tells the WSJ. Moreover, sources claim Forstall has clashed with other execs (this is supported by past reports), and was complaining about a lack of big ideas from his unit - some outside of Apple have been complaining about this too. John Gruber: "Forstall was an obstacle to collaboration ... his responsibilities are being divided between four men who foster collaboration." Erica Ogg: "It's Tim Cook's Apple now." [View news story]
    I think it's a good trade off to get off the yearly cycle just to keep competitors guessing. The iPad 3 is still a great tablet. I expect there will be a new tablet based on the i5 materials and in-touch screens coming out next year. The 4th gen iPad gives Apple some leeway to develop its manufacturing processes.

    Overall the product line up for Christmas is amazing.
    Oct 30 01:19 AM | Likes Like |Link to Comment
  • IMAX Corporation: What To Expect From Earnings [View article]
    To the author - Please explain why you consider Regal Entertainment the key IMAX competitor? IMHO IMAX is unique in its technology and installations. The blockbusters it is able to attract attest to that.
    Oct 22 05:28 AM | Likes Like |Link to Comment
  • Why I Don't Worry About Google [View article]
    Atkins - It looks like analysts and CNBC are pumping hard so maybe it may stabilize.

    There is the mystery event Oct 29 which could also help to prop the stock up for a few days.

    On the negative side it appears there has been lots of put options bought in the last two weeks. In addition there is a rumor that Google had been calling analysts to reduce their expectations.
    Oct 18 10:35 PM | Likes Like |Link to Comment
  • Why I Don't Worry About Google [View article]
    "It looks like a Macbook Pro, but costs about one-fourth as much. And it comes with 100 GB of online storage."

    What is crazy is people would trust Google with all their personal data 100% in the cloud with its current privacy policy just to have an MBP look-a-like. Also not clear what you can actually do with it offline.

    The bargain basement pricing Google is getting into is a pretty dangerous place to be unless they will be changing their model to the Amazon "top line growth" one where profit margins do not matter. And based on your article, it looks like it will be cheered along just the same as Amazon is - 300 PE here we come.
    Oct 18 08:23 PM | 4 Likes Like |Link to Comment
  • Search: Will It Deliver For Microsoft? [View article]
    Betteridge's law of headlines is an adage that states, "Any headline which ends in a question mark can be answered by the word no". The name refers to Ian Betteridge, a technology journalist who primarily covers topics relating to Apple/Mac[1], although the general concept is much older.[2] The observation has also been called "Davis' law"[3][4] or just "Journalistic Principle".[5]

    http://bit.ly/IrL3N3
    Oct 18 09:19 AM | Likes Like |Link to Comment
  • Apple's Flawed iPhone 5 Design And Its Effect On Stock Performance [View article]
    Thank you for your reply Little Apple. It was your comment of "to the 500s" - I was reacting to which you chose to attach to the WSJ article.

    I can understand if people are using technical analysis and looking at the 200 day moving average and predicting a dip. But what I am finding in many blogs is a toxic soup of: negative rumors & speculation of future events, non-empirical anecdotal research, comparison to dead/dying competitors and a blackout on any positive catalysts/fundamentals. Combined with some "in the 500s" number dropping, this amounts to FUD.
    Oct 16 08:22 AM | 1 Like Like |Link to Comment
  • Apple's Flawed iPhone 5 Design And Its Effect On Stock Performance [View article]
    Little Apple - think about it - a blog article that is speculating a specific price to which a stock could drop based on NO specific information.

    Short sellers have been throwing around $500 for a while. Can anyone explain how they come up with a cool round number like $500. What analysis? Do they have non-public information on Apple's results?

    The extent of market manipulation, FUD and fear-mongering is disgusting especially given that everyone knows Apple will have a blow-out Q4. Its no wonder retail investors are exiting the markets altogether.
    Oct 15 08:06 PM | 1 Like Like |Link to Comment
  • Should Microsoft Really Become More Like Apple? [View article]
    Agree. Microsoft is living on borrowed time. I think this is why they are getting into hardware with the hope of somehow maintaining their top line. They may also go the Amazon way with constant hype about the future - new growth areas etc - to take investor focus away from margins and get some movement on the stock price.
    Oct 14 11:12 AM | Likes Like |Link to Comment
  • Should Microsoft Really Become More Like Apple? [View article]
    Have been long MSFT a long time but have little to show for it.

    I agree that Microsoft owns the enterprise, but they have abused their position for years. Now enterprises are willing to wait years before adopting new technology just because they know what a huge pain it will be. Early adopters get burned.

    Some large enterprises are still on Windows XP. Some are just moving to Windows 7 or going virtual with Google Docs or 365. When do you think they will be ready to move to Windows 8 and touch screens. Both have huge implications. What about this RT vs Win 8 split? How will that factor in.

    For the next year or two, growth will need to come from the consumer. This is why you see all the focus on colorful keyboards and phones. Enterprise comes later or perhaps via the bring your own device programs.
    Oct 14 11:06 AM | 1 Like Like |Link to Comment
  • iPad Mini Success Will Sink Apple Margins; Look For 30% Downside [View article]
    Apple is not in the discount device business. Apple needs to stick to quality products and maintain the value of their brand.

    People may buy less expensive products to start with, but they will always aspire to own a quality brand.

    Amazon Kindle Fire sold really well last Christmas because it was $200 and made a good gift. Those sales crated the following quarter. Now it may have been because of quality issues, or simply because when people had a choice of what tablet to buy for themselves, they went with quality.
    Oct 12 09:47 AM | Likes Like |Link to Comment
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