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  • Sifting The Apple Rumors: A New 4-Inch iPhone  [View article]
    In my wider family there is demand for 2 of such phones. They use Siri extensively, don't like and need a larger screen and thus prefer a smaller one to tuck away. They also are no contenders for the Apple Watch. So smaller phone it is.
    Dec 6, 2015. 11:53 AM | 11 Likes Like |Link to Comment
  • Apple: My Best Retail Pick  [View instapost]
    Peter,

    I can neither find the video link nor the adam lashinsky interview link under point 8.

    Her compensation included a signing on bonus and a make whole payment for what she was due to receive at burberry. She is not making this kind of money every year. She cannot as it would destabilize the senior management team.

    Otherwise excellent article of course.

    Tx
    Nov 30, 2015. 03:45 AM | Likes Like |Link to Comment
  • Apple: Foxconn Data Is Not A False Positive  [View article]
    Tx, now we know why excellent ER in January will be an excuse to sell Apple like there is no tomorrow. They would have sold far to many 6 as againts the new 6s models. Apple is loosing its appeal, lol!
    Nov 27, 2015. 12:13 PM | 1 Like Like |Link to Comment
  • Apple Drops, Becomes More Attractive As It Aims For Total Victory Over Android And Windows  [View article]
    what is vr/ar, tx
    Aug 14, 2015. 03:25 PM | 3 Likes Like |Link to Comment
  • Apple Drops, Becomes More Attractive As It Aims For Total Victory Over Android And Windows  [View article]
    Finally an article which mirrors my own understanding of Apple's fundamentals and strategic position. Well done.
    Aug 14, 2015. 03:24 PM | 6 Likes Like |Link to Comment
  • Apple Music under antitrust scrutiny  [View news story]
    apple is corrupt? lol
    Jun 10, 2015. 03:35 AM | 12 Likes Like |Link to Comment
  • Memo To Apple Bears: Give Up For Now  [View article]
    Experienced and bloodied Apple investors know to respect this stock's pull backs. They can be fast and furious. It tanks in a minute what it goes up in hours. So the question is, when should we expect the pull back to happen? I do not think it will happen before Dec 18….CHL is not fully priced in, not by a wide margin. Then there will be the announcements of how many Iphones sold…This will run for 3 weeks more. It could consolidate a bit until then but a pull back? Tell me if I am wrong. Happy to commit new money with a April 2014 time horizon.
    Dec 2, 2013. 04:18 AM | Likes Like |Link to Comment
  • Fighting Apple Is Like Fighting The Fed  [View article]
    Bill,

    tx so much.

    can you enlightened me as to what an 'accelerated buy back' is? How can you have both the regular one and an accelerated one?

    And how would the table look like if Google reported with GAAP, as Apple does?

    tx
    Nov 12, 2013. 08:33 AM | Likes Like |Link to Comment
  • Apple Beats But Treated As Second Class  [View article]
    Tx Bill!

    I wonder if any CHL deal is included in guidance for next quarter. Tx
    Oct 29, 2013. 05:01 AM | Likes Like |Link to Comment
  • Apple: There And Back Again  [View article]
    yep, tx
    Apr 29, 2013. 08:22 AM | Likes Like |Link to Comment
  • Apple (AAPL +2.4%) rallies as the sell-side finds some encouraging data in the company's FQ2 10-Q (filed on Wednesday). Wells Fargo notes Apple has a net deferred gain of $517M related to cash flow hedges, and expects this to benefit gross margin by 150 bps in the coming quarters. It also points out FQ2 GM would've been 38.4% (rather than 37.5%) if not for a product warranty accrual. BMO, meanwhile, argues the 10-Q makes Apple's FQ3 GM guidance of 36%-37% look conservative. Today's gains come even as Cirrus Logic, which got 85% of its March quarter sales from Apple, falls thanks to cautious remarks about FY14 growth.  [View news story]
    very clever of WF. Apple said as much in ther ER conf call.
    Apr 26, 2013. 03:44 PM | 3 Likes Like |Link to Comment
  • Samsung (SSNLF.PK) strengthened its lead as the world's top vendor of mobile phones and of smartphones in Q1, IDC estimates. The South Korean giant increased its market share in the latter category to 32.7% from 28.8 a year earlier and shipped more smartphones than the next four providers combined. Apple's (AAPL) share slipped to 17.3% from 23%. The global cellular phone market grew 4% on year to 418.6M devices, with smartphones outshipping feature phones for the first time.  [View news story]
    ScamDung still loosing market share in flagship phones. From Igreed in StockTwits:

    http://stks.co/q9yK
    Apr 26, 2013. 06:14 AM | 4 Likes Like |Link to Comment
  • Apple's March Quarter Madness  [View article]
    Paul, tx a lot, everything makes sense to me except:

    'For the March quarter, management has guided to revenue of between $41 billion and $43 billion. I expect revenue in the current quarter to slightly exceed the top range of guidance.'

    Do not see MAC sales making up for much lower iph5 sales. I see revenues slightly below guidance. Then all your numbers fall apart, even with higher gross margin. Tx
    Mar 24, 2013. 04:59 PM | 1 Like Like |Link to Comment
  • Apple (AAPL) has paid $20M to acquire Silicon Valley start-up WifiSLAM, which develops ways for mobile apps to identify a user's whereabouts in a building using Wi-Fi signals. The technology can enable new types of retail and social networking apps, and would allow Apple to match Google in offering indoor mapping in places such as airports and shopping malls. Meanwhile, Apple had to temporarily shut down its password reset system on Friday due to a security flaw.  [View news story]
    Tx, I received on Saturday a software update to fix that 'security flaw'. That says a lot about the quality of Apple's services.
    Mar 24, 2013. 05:32 AM | Likes Like |Link to Comment
  • Apple (AAPL) isn't illegally bundling proposals within its proxy since this only happens when proposals are combined in a way "that puts shareholders to an unfair choice," the company states in a response to David Einhorn's suit - Apple's Prop. 2 features 3 changes to the articles of incorporation, one of which relates to preferred stock. Apple also accuses Einhorn of trying to coerce the company into issuing preferred stock for his own benefit, and (in talks with management) of viewing shareholder approval as a "roadblock." (Einhorn's letter) (more[View news story]
    Disagree, preferred shares is a powerful enough instrument to warrant shareholders approval. Most of the time, preferred shares are issued to save management from past mistakes or to save their skin. Apple is doing the right thing.
    Feb 14, 2013. 06:14 AM | 1 Like Like |Link to Comment
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