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    • Mon Jan 28th 09:55 AM | Rating: 0 0
      Commented on:
      Monday AM: More Cautious Analyst Notes on Apple
      "The Razr, at a comparable price and hugely inferior, has sold upwards of 100 M units to date." Untrue. The comparable priced model as follows:

      Motorola's Razr 2 may not be the iPhone killer the company was hoping for, and in fact appears to be suffering from weaker than expected sales at the hand of the very phone it was competing with. Estimates place Razr 2 sales at about half of what the original Razr managed during a similar period, according to Business Report.
      The cell phone company likely sold only two million of its Razr 2 during the holiday season according to estimates by former Oppenheimer analyst Lawrence Harris. In comparison, Apple sold over 2.3 million iPhones during the same period.

      Apple announced during its first quarter earnings report on Tuesday that it had sold some 2.315 million iPhones over the holiday season, pushing overall iPhone sales up to the 4 million mark. The company hopes to sell 10 million units before the end of 2008.

      www.ipodobserver.com/s...
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    • Mon Jan 28th 09:28 AM | Rating: 0 0
      Commented on:
      Even With Apple, Price Will Follow Value
      "Gloating is unprofessional, and although I might find some shallow satisfaction from hammering home AAPL’s current price point to the people who said rather unpleasant things about me when I came out and said Apple closing in on $200 is crazy speculation, I’m not going to do that."

      You just did. "Gloat". lol
      View article »
    • Mon Jan 28th 09:24 AM | Rating: 0 0
      Commented on:
      Monday AM: More Cautious Analyst Notes on Apple
      This blog is as ill conceived as Bernstein's comment. We already know they ARE coming out with a new model. There's very likely very large markets in asia that will be opened up. Don't you think this 10 million is a reflection of these things that have yet to happen for this year? Of course. You so called pundits try to get informed sometime.
      View article »
    • Sun Jan 27th 09:37 AM | Rating: 0 0
      Commented on:
      Apple Sitting on Excess Inventory?
      Forward guidance is ALWAYS conservative by Apple
      View article »
    • Fri Jan 25th 08:54 AM | Rating: 0 0
      Commented on:
      Apple at $135: Low Hanging Fruit
      It was widely accepted that the iPhone was going to be announced at the 07 Macworld. And many pundits thought the iPhone would be a flop when it was announced in Macworld 07. Not enough battery life, keyboard won't work, touch won't be accepted, on and on. It wasn't until mid year that the phone proved itself. So it's a misnomer being propagated to state what made Macworld 07 a success was the iPhone, therefore to punish Apple because they didn't unveil another iPhone type product is laughable.
      View article »
    • Wed Jan 23rd 16:42 PM | Rating: 0 0
      Commented on:
      Apple's Guidance Games Are Hurting Shareholders
      The flip side of your argument would be that Apple tries to be as close as possible to earnings projections, then if they miss, that won't hurt shareholders...uh huh.

      I prefer the analysts keep missing.

      The company is growing gangbusters, that's the only important point, the stock will reflect it as we go forward.
      View article »
    • Wed Jan 23rd 09:21 AM | Rating: 0 0
      Commented on:
      Apple Might Have Fallen Unfairly, but Look Before You Take a Bite
      You speak on both sides when you say about Apple: "unrealistic expectations of itself and its results", but go on to say Apple has historically UNDER estimated earnings. The latter is correct, therefore what's the fuss about their lower guidance for the March Q. Just more of the same from Apple; underestimating. It's the analysts and those putting out made up whisper numbers trying to manipulate "stock action".

      This is a great opportunity at least.
      View article »
    • Tue Jan 22nd 14:26 PM | Rating: 0 0
      Commented on:
      Apple Pitches in With Pink Nano
      Stupid.
      View article »
    • Fri Jan 18th 09:12 AM | Rating: 0 0
      Commented on:
      Apple and Intel Fail to Impress: Waiting for the Fed's Next Move
      The general media spin surrounding the Macworld keynote as being lackluster, and now according to this kid blogger, a failure, is laughable.

      How soon the media forgets. Prior to the 2007 Macworld event the iPhone was already an expected announcement. Its concept, before, during, and after 2007 Macworld was surrounded by bashing the phone. Not enough battery life, screen that scratches, touch will never be accepted, on and on. Steve Ballmer stated flat out it would be a flop. And this years Macworld is now considered a “failure” because there's nothing equivalent to the iPhone? Too funny.

      The stock was on fire because of Apple’s growth in its overall product line throughout 2007, this growth will continue, and while pundits may think this new thin lap top is a non event, neither was the iPhone in 2007. The iPhone was considered a failure before it was launched, sounds like this story is remaking itself with this new ultra thin laptop.
      View article »
    • Thu Jan 17th 10:21 AM | Rating: 0 0
      Commented on:
      Gadget Stock Watch: Black-and-Blue Handset Stocks, More
      The general media spin surrounding the Macworld keynote as being lackluster is laughable, i.e.“ the lack of a killer product similar to the iPhone launch.”

      How soon the media forgets. Prior to the 2007 Macworld event the iPhone was already an expected announcement. Its concept, before, during, and after 2007 Macworld was surrounded by bashing the phone. Not enough battery life, screen that scratches, touch will never be accepted, on and on. Steve Ballmer stated flat out it would be a flop.

      The stock was on fire because of Apple's growth in its overall product line throughout 2007, this growth will continue, and while pundits may think this new thin lap top is a non event, neither was the iPhone in 2007.
      View article »
    • Thu Jan 17th 09:44 AM | Rating: 0 0
      Commented on:
      Apple's a Buy on This Big Fall - Barron's
      “Some analysts are concerned about the company's lack of clarity over its next iPhone update”

      Job and Co. have repeatedly stated a 3g phone will come out mid-year 2008, an SDK is coming out in Feb. What more clarity do these analysts with bags over their heads need? A When considering that the iPhone is a computer, updates will be able to be performed on the current phones as well as any new phones that come out.
      View article »
    • Tue Jan 15th 15:31 PM | Rating: 0 0
      Commented on:
      Apple's Post MacWorld Drop - More to Come or Buying Opportunity?
      There is no disappointment.

      This is simply manipulators at work playing the stock on a dreadful Wallstreet day where the market as a whole has tanked. With Apple earnings coming out next week any long selling is doing so with an uninformed kneejerk reaction. The traders are going to do what they do regardless.

      The company is growing gangbusters, the product line up will continue on a growth curve
      View article »
    • Mon Jan 14th 10:16 AM | Rating: 0 0
      Commented on:
      2008 Macworld Predictions: Gaming the Odds
      A 3g iPhone would require a different radio, thus a different phone, aside from that however; “adding functionality to make the phone a stronger competitor with Blackberries and other business-user-centric smart phones” is as simple as providing a software upgrade to existing iPhones, or selling new applications for the iPhone. You've got to remember the iPhone is a computer, it's not as prone to obsolescence and can be easily upgraded with software.

      Which reminds me, you left out one of the biggest things that might come out of Macworld, Apples iPhone SDK.
      View article »
    • Tue Jan 1st 18:49 PM | Rating: 0 0
      Commented on:
      Asus Eee: Threat to Apple, Microsoft, HP, Dell and the Hard Drive Vendors?
      By the way, can anyone take seriously Asus Eee being on the Most Wished For Notebooks list? Yes, that would be a, HELL no. There's obvious a retail kind of spamming going on here. I mean, come on, as cheap as it is why wish for it, just go buy it with the spare change in your piggy bank.lol
      View article »
    • Tue Jan 1st 18:42 PM | Rating: 0 0
      Commented on:
      Asus Eee: Threat to Apple, Microsoft, HP, Dell and the Hard Drive Vendors?
      Actually currently Apple has the number 10 spot. Interestingly though, it's weird, Apple had 3 of the top 10 laptops for most of December as pointed out (and earlier), so they were obviously the best gift. So I guess sales tax does matter to many. Then again my guess is the quantity of any laptop sale on Amazon after xmas drops off dramatically, so currently the top ten list is not as meaningful.

      Wouldn't be surprised though (now that the top 10 Amazon list seems to be getting much more focus than ever before) if there's certain players out there that will try to manipulate this list. So I doubt it will be much of an indicator in years to come. As example, it would be cheaper for a company to buy its own product back through Amazon than advertise in more conventional means when considering the difference in paying for Amazons profit for said product versus conventional advertising. The Amazon best seller list has become free advertising as Amazon becomes increasingly used as a tracking model for sales.

      Watch for Apple earnings, that will tell the real story.
      View article »
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