top_tier

Google Should Make Apple Beg for Maps Navigation

Jobs asked Schmidt to leave their board, not the other way around.

Apple won't need google mapping, they purchasing their own mapping company. One of Apple's core strengths is developing applications, you can count on their mapping software when it comes out being a doozie, user friendly, and fun.

Running the Numbers: The Roller Coaster That Is Apple

You make no accounting for Apple's huge cash hoard and use GAAP accounting comps. Disinformation at it's finest.

Microsoft vs. Apple - Which Is Worth More?

Most analysts have caught on that Apple should be valued on a FCF basis using non GAAP accounting because of the huge amount of earnings deferred over a 2 year period, consequently the PE you post is rubbish. You need to be enlightened to this fact too.

Cap-and-Trade and the Cheap Energy Illusion

Another soft shoe endorsement.

" Reilly stated that it was misleading and simplistic to only look at the impact on energy prices, as it didn't account for the proposals that have been designed to offset the energy cost impacts on middle and lower income households."

Do any of these proposals factor the lateral costs associated with transportation of all goods an materials; food? I think not. And like all government studies, including any of the ones you cite, have you ever heard of one that comes in line with projected costs, I mean ever? I think the anticipated costs are grossly underestimated, that the proposal is in fact too complex to accurately account for every cost and that it has a gigantic risk of being an albatross around the neck of our economy. Let's also not forget that this is yet another bill being rammed down our throats that most in congress haven't even read and certainly it doesn't have the transparency promised by the administration.

Apple Upgrade Not Groundbreaking

Speaking of being "engaged in groupthink", the title of your piece is "Apple Upgrade Not Groundbreaking", how do you know what Apples upgrade is except for the fact you're utilizing "groupthink" for your analysis?

You bloggers are priceless.

Netbooks: Not if, But What Will Replace PCs

That's all well and good for those just using PC's for the net. Desktops will remain, or some iteration, simply because in a real world working environment you need robust applications and you need to see them large, scale matters. Netbooks are okay for the road warrior and anyone else that doesn't need much from a PC and that's about it. Even cloud computing is questionable, it has not been proven that people are willing to pay a monthly subscription, it hasn't worked well for music and I imagine there will be plenty that prefer their own apps on their own systems.

How About a Piece of the Apple Pie?

"there exists an increasing chunk of revenues yet to report. If accounted for under GAAP, Apple's revenues and earnings from the iPhone would be higher"

Typo; if accounted under "non" GAAP...earnings would be much higher.

I normally ignore typo's, but this one changes the fundamental premise and is important to correct.

But true, if one ignores the huge amount of deferred earnings by strictly looking at GAAP numbers, then they undervalue Apple tremendously.

Why Apple Has Risen from a Technical Analysis Perspective

typical chartist, needs to find some BS to reason why previous TA was a mistake.

If Apple Does Correct, It Will Do So Soon

Yea we heard, Apple to 60, uh, no, now Apple to 120, well, maybe 103. Your tea leaves are pathetic. Say enough things and you'll be right, no doubt about it.

You take a lot of pride bellowing you've been right since Sept., well so? the whole market has tanked, and you think that calling that any particular stock will go down really says anything?

Tech Bellwethers: Earnings Scorecard

What, you couldn't indicate Apple beat by .40? And you indicate numbers for the rest?

Feet to the Fire: How Analysts Missed on Apple iPhone Shipments

How they missed on iPhone shipments? Are you kidding me? Why stop there? Missing the iPhone number is the least of most of the analysts problems on Wall Street; their guidance was pathetic, so pathetic in fact that it makes me wonder why anyone would bother listening to them ever.

The best analysis I've seen in the last couple years has come from Zaky and Muller, they were off .03 and ,02 cents respectively the last quarter and these are unaffiliated numbers crunchers that put wall street to shame

Will Apple Record Another Halt-Trading Big Beat?

I noticed that yesterday Mike Abramsky, RBC Capital, lowered their target for Apple to $70, they also raised their target for RIMM to $75.

I don't believe in market conspiracy, dishonest analysts, or manipulation. Nope.

How the iPhone and Poor Management Contribute to Apple's Downfall

I understand your frustration Andy. I actually see your well thought out article as a form of satire, intended or not.

Look, I would be the first to say that, as far as PR is concerned, Apple is not the best at navigating controversial issues, aka SJ health etc., the flip side is that they're generally brilliant at PR on the product end.

The central point and frustration about accounting though I think is a bit darker picture. I happen to believe that it's really not all that difficult to disseminate GAAP and non GAAP numbers, I'm not an accountant and it's really not that hard to figure out. It doesn't require getting under the hood all that much either to figure it out and I dare say most honest investors would say the same. So the question is, if that's true, then what's the deal here? Simply put, there's plenty gaming going on with APple stock Zaky, you know this, and this is why I consider your post a form of satire. People with less sincere motivations will be quick to accuse someone of being paranoid, or a conspiracist accusing analysts of playing this game, but we all know it's true.

The poaching of this stock will continue as long as a certain faction of hedge funds and investment houses believe they can forcibly convince those percentages of investors, either individuals or other investment houses, that are either lazy, ignorant for their own good or those that sadly that "follow the heard" mentalities, to stay away from Apple.

Make no mistake about it. The PR outside apple is much worse, and sadly, corrupt, than any misguided PR Apple may have ever done.

Looking at Apple's Staggering Financial Performance

Why do many analysts still use PE as the key metric when valuing Apple. Cash flow is a much better metric that captures iPhone revenue. Or use non GAAP. Unusual, but necessary with Apple.

Apple's (the Stock) Best Days May be Behind It - Try Thoratec Instead

Another bogus con fluff piece