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JUDOKA

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  • J.P. Morgan's Thomas Lee notes that several laggards in the first quarters of 2009-12 rebounded in Q2, so he figures select tech stocks look appealing now. Tech's forward P/E ratio is below the market's for the first time in 17 years, Lee says. His most noteworthy call is to buy Apple (AAPL), which slid 16% Q/Q. Some other favorites: BRCM, CHKP, ESRX, MYL, TASR, CHS, F, COF. [View news story]
    Ballsy,very ballsy.
    Apr 6, 2013. 11:57 AM | Likes Like |Link to Comment
  • Apple (AAPL -1.4%) could strike iRadio deals with Warner Music and Universal within the next week, CNET's Paul Sloan reports. He adds Apple's service will provide studios with fresh monetization options, such as a cut of audio ad revenue and an option for users to buy songs they're listening to. In-line with earlier reports, Apple is said to be baking in unique features, such as "the ability to jump back to the beginning of a song." Last week, The Verge reported Apple is shooting for a summer launch, while noting the music industry has a "love-hate relationship" with Pandora (P -3.6%). [View news story]
    Why does this not excite me.Grasping at straws again.
    Apr 5, 2013. 10:36 AM | 3 Likes Like |Link to Comment
  • Apple (AAPL -1.2%) roundup: 1) The budget for Apple's "spaceship" HQ has soared to nearly $5B from less than $3B, BloombergBusinessweek reports. Apple has already pushed back its move-in date to 2016. 2) France Telecom (FTE) CEO Stephane Richard says the cost-sensitivity of consumers is hurting demand for the iPhone and other high-end phones. Of course, FTE and other European carriers have been up in arms over iPhone subsidies. 3) Explaining why he considers Apple a "storage company," Lazard's Edward Parker points out Apple sells flash memory on higher-capacity iDevices at an 80%-90% incremental margin. [View news story]
    yada,yada,yada.Anyone who hasn't had a cost overrun is dealing with a stupid contractor.
    Apr 4, 2013. 01:17 PM | Likes Like |Link to Comment
  • Apple (AAPL) appears to have further kowtowed to Chinese sensibilities by removing an app from its online store in China that provides access to books by author Wang Lixiong, whose works are mostly banned in the country. Apple would only say that the app included "content that is illegal in China." The move comes days after CEO Tim Cook apologized for Apple's treatment of Chinese consumers following sustained media criticism. [View news story]
    So What!This writer has too much time on his/her hands.
    Apr 4, 2013. 09:54 AM | 1 Like Like |Link to Comment
  • "iOS 7 (AAPL) is running behind, and engineers have been pulled from OS X 10.9 to work on it," John Gruber reports hearing. The remarks come 5 months after iOS chief Scott Forstall left Apple, and Mac OS chief Craig Federighi was put in charge of the mobile OS. Meanwhile, iMore's Rene Ritchie claims Jony Ive's UI work "is apparently making many people really happy, but will also apparently make rich-texture-loving designers sad."The WSJ reported something similar last month. [View news story]
    Read the news.The Chinese government and government controlled press has done an immediate about face after Cook's apology.
    Apr 3, 2013. 02:49 PM | Likes Like |Link to Comment
  • "iOS 7 (AAPL) is running behind, and engineers have been pulled from OS X 10.9 to work on it," John Gruber reports hearing. The remarks come 5 months after iOS chief Scott Forstall left Apple, and Mac OS chief Craig Federighi was put in charge of the mobile OS. Meanwhile, iMore's Rene Ritchie claims Jony Ive's UI work "is apparently making many people really happy, but will also apparently make rich-texture-loving designers sad."The WSJ reported something similar last month. [View news story]
    What crap.Like a 5 year old kid.Ninety five variations on a single theme.Did the north koreans nuke Cupertino too?You should work for CNBC.
    Apr 3, 2013. 02:48 PM | 1 Like Like |Link to Comment
  • Apple Could Take Another Beating [View article]
    Another frustrated technician with NO CREDENTIALS!!!
    Apr 3, 2013. 10:08 AM | 1 Like Like |Link to Comment
  • Ready for the "iRing"? After meeting with hardware suppliers in China and Taiwan, Brian White believes Apple (AAPL) will launch a TV this year with a ring accessory allowing a user to control the set by pointing their finger. White also sees the iTV coming with a 9.7" mini iTV screen to be used for things such as home security, phone calls, and video conferencing. [View news story]
    In the long haul this crap hurts the stock more than helps it when these rumors turn out to be bogus.I'm long as he--,but this sounds like pure tripe.On the long side I hope that this quarter's conference call on earnings is much more inspiring.Cook will never be confused with Lombardi.
    Apr 3, 2013. 09:51 AM | 1 Like Like |Link to Comment
  • "We believe that Apple (AAPL) will launch the iPhone 5S at China Mobile (CHL) this July, as it launches the next iteration of the iPhone globally," writes Wedge Partners' Brian Blair, without elaborating on his sources. The remarks come a little less than 3 months after Apple and China Mobile signed a confidentiality agreement. Blair sees a 5S model supporting China Mobile's TD-SCDMA 3G network likely entering production in May. (WSJ report[View news story]
    Tilting at windmills again.
    Apr 2, 2013. 09:20 PM | Likes Like |Link to Comment
  • Apple: Up 10% From The Bottom And Going Higher [View article]
    Bret, When does Apple report.Should be somewhere @4/20.
    Apr 2, 2013. 09:48 AM | Likes Like |Link to Comment
  • More on the Goldman downgrade of Apple (AAPL): Believing an imminent dividend hike/share repurchase could set a floor under the stock price, Goldman is less optimistic about the "timing and impact" of the next product cycle - needed if the stock is going to be an outperformer over the coming year. "The stock's upside potential should be more limited than we previously anticipated." Shares +0.25% premarket. [View news story]
    Does anyone trust this firm anymore?Go ahead;raise your hands.
    Apr 2, 2013. 08:44 AM | Likes Like |Link to Comment
  • Mobile app stores will generate $25B in revenue this year and 35% of this total ($8.8B) will involve tablet apps, predicts ABI. iOS (AAPL), whose monetization edge over Android (GOOG) is well-documented, is expected to account for 65% of sales - assuming  a 30% cut, that translates into $4.88B in revenue for Apple. Android is seen accounting for 27% of revenue ($2B for Google), and all other platforms 8%. ABI predicts iOS will make up 33% of smartphone downloads and 75% of tablet downloads, and Android 58% and 17%. [View news story]
    Try 464.That's the 50 day MA.
    Mar 24, 2013. 12:40 PM | Likes Like |Link to Comment
  • "Here's a novel way to drive up a company’s share price," writes the NYT's Jeff Sommer. "Pay billions of dollars in additional taxes." Forensic accountant Robert Olstein reckons that companies such as Apple (AAPL), Microsoft (MSFT) and Cisco (CSCO) should repatriate the tens of billions dollars they hold abroad, pay tax on it, and then use the rest of the cash to repurchase stock. That would boost their share prices by at least 20%. [View news story]
    The NYTmakes Pravda look legit.
    Mar 24, 2013. 12:38 PM | Likes Like |Link to Comment
  • Apple: Up 10% From The Bottom And Going Higher [View article]
    Good article.I am apprehensive regarding 2nd quarter earnings.We have heard nothing good to let me believe that they will meet or beat earnings forecasts.However,a simultaneous product announcement and/or cash deployment statement may help buffer a poor earnings report.Here's hoping that I am dead wrong about earnings!!
    Mar 24, 2013. 12:36 PM | Likes Like |Link to Comment
  • Apple: Developing A Reasonable Expectation [View article]
    A good analysis,but add it to the raft of others.At least no drum beating for the iWatch or iTV.
    Mar 19, 2013. 01:41 PM | Likes Like |Link to Comment
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