rd4sndk's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/116555/comments http://seekingalpha.com/article/177128-seagate-launches-first-solid-state-drive-for-the-enterprise?source=feed#comment-796482 796482
Good luck with that one!!!]]> Tue, 08 Dec 2009 13:49:12 -0500
Good luck with that one!!!]]> http://seekingalpha.com/article/173533-stec-revisited-will-it-go-from-good-to-great?source=feed#comment-762284 762284 Mon, 16 Nov 2009 13:07:35 -0500 http://seekingalpha.com/article/172464-eu-cadmium-ban-would-seriously-hurt-first-solar?source=feed#comment-757213 757213 Thu, 12 Nov 2009 11:44:56 -0500 http://seekingalpha.com/article/171444-stec-s-massive-selloff-it-all-hinges-on-emc?source=feed#comment-746170 746170
I'm under water with Stec by 50% but believe and hoping IBM or some other customer make up the loss in EMC's orders.

There is one area I'm disappoint with STEC in and that is in its ASIC release. The CEO indicated that Mach8 using the FPGA controller isn't cost effective and that it will take the ASIC controller to kick start this market. I would like to have hurd that they were accellerating the release of this controller in order to get out in front of the market. I didn't hear that. Too reminescent of Sandisk and their feet dragging on its technology.]]> Thu, 05 Nov 2009 09:33:18 -0500
I'm under water with Stec by 50% but believe and hoping IBM or some other customer make up the loss in EMC's orders.

There is one area I'm disappoint with STEC in and that is in its ASIC release. The CEO indicated that Mach8 using the FPGA controller isn't cost effective and that it will take the ASIC controller to kick start this market. I would like to have hurd that they were accellerating the release of this controller in order to get out in front of the market. I didn't hear that. Too reminescent of Sandisk and their feet dragging on its technology.]]> http://seekingalpha.com/article/167838-everybody-loves-apple?source=feed#comment-723519 723519
Case in point, every analyst projection is at least 35% above pricing, however, pricing goes up and down, albeit with an upward trend, as though the MM are skeptical. When you have 100% agreement by all analyst that the target price is 35% higher over the next year, why would anyone sale their stock until then? It all defies logic, common sense or facts.]]> Wed, 21 Oct 2009 11:00:27 -0400
Case in point, every analyst projection is at least 35% above pricing, however, pricing goes up and down, albeit with an upward trend, as though the MM are skeptical. When you have 100% agreement by all analyst that the target price is 35% higher over the next year, why would anyone sale their stock until then? It all defies logic, common sense or facts.]]> http://seekingalpha.com/article/156340-garmin-s-nuvifone-why-i-don-t-expect-it-to-gain-much-traction?source=feed#comment-647413 647413 Wed, 26 Aug 2009 11:46:42 -0400 http://seekingalpha.com/article/155118-should-apple-spin-off-its-app-store?source=feed#comment-623325 623325
The potential cost to apple would be to leave its app store platform up to less imaginative people who may corrupt the present excellent user experience. Apple needs to make the decision if the long term risk out weigh the short term financial gains.]]> Mon, 10 Aug 2009 11:37:34 -0400
The potential cost to apple would be to leave its app store platform up to less imaginative people who may corrupt the present excellent user experience. Apple needs to make the decision if the long term risk out weigh the short term financial gains.]]> http://seekingalpha.com/article/152570-how-big-is-high-frequency-trading?source=feed#comment-608947 608947
Stop this preferencial informative stuff and the little man may have a chance. This type of stuff is what makes America's shine another notch duller.]]> Thu, 30 Jul 2009 18:16:52 -0400
Stop this preferencial informative stuff and the little man may have a chance. This type of stuff is what makes America's shine another notch duller.]]> http://seekingalpha.com/article/149936-why-apple-will-blow-away-forecasts-this-quarter?source=feed#comment-596202 596202 1. Cost of Goods may have a more dramatic reduction than your current expectation. My reasoning is that, ipods will make up a smaller part of Apple sales this quarter and ipod-touch will make up an increasing amount of ipod sales. Because the ipod touch share many parts with the iphone, that fact leads to more efficient manufacturing cost and lower material cost. More over I believe that Apple will be looking to control ipod cost by de-emphasizing slower ipod product lines--thereby lowering inventory cost even more.
2. Itunes - Given the high rate of app store sales, I would not expect for itunes sales to decrease this quarter over Q2 numbers. Your projection is Q3 (975M) where Q2 was (1049M). I believe that app store sales will drive itunes at a higher rate going forward than what we've seen in the past. Although itunes typically see a 7% drop in itunes sales from Q2 to Q3, I'm hoping the app store sales growth will start to midigate that at least until the growth rate tails off.
]]> Tue, 21 Jul 2009 07:23:06 -0400 1. Cost of Goods may have a more dramatic reduction than your current expectation. My reasoning is that, ipods will make up a smaller part of Apple sales this quarter and ipod-touch will make up an increasing amount of ipod sales. Because the ipod touch share many parts with the iphone, that fact leads to more efficient manufacturing cost and lower material cost. More over I believe that Apple will be looking to control ipod cost by de-emphasizing slower ipod product lines--thereby lowering inventory cost even more.
2. Itunes - Given the high rate of app store sales, I would not expect for itunes sales to decrease this quarter over Q2 numbers. Your projection is Q3 (975M) where Q2 was (1049M). I believe that app store sales will drive itunes at a higher rate going forward than what we've seen in the past. Although itunes typically see a 7% drop in itunes sales from Q2 to Q3, I'm hoping the app store sales growth will start to midigate that at least until the growth rate tails off.
]]> http://seekingalpha.com/article/148683-jobs-catch-the-app-store-if-you-can?source=feed#comment-587463 587463 Carriers are already dumb pipes. Exactly what do they offer becides talk, text and internet access? All three are formated pipes that includes no content. They don't even have leverage. The vail threat of cutting off Handset providers is just that vail. Truth be told, if Apple were to compete with the telcos it could easy buy its way in and disrupt AT&T and Verizon. Both AT&T and Verizon must may soon have to get into the hardware business to stay relevant.

The only good news for the telcos is that Apples too busy disrupting the handset makers to take on the telcos. However, its just a matter of time (2 to 5 years) that it will eventually take on these blood sucking technicaly illiterate fossils.

On Jul 14 10:42 AM SiliconValleyJoe wrote:

> Someone has to repair the towers, the dishes, the fiber cables and
> the power packs sitting way on top of a remote hill. Someone has
> to design, implement and support the technologies necessary to handle
> all the "packet" switching, transfers and routing. Someone has to
> respond rapidly to the aftermath of a natural disaster. All that
> requires technological know-how and immense resources.
>
> Carriers, if anything, has a strangle hold on the "pipes". Give them
> a decent piece of the pipe or they take that bandwidth to someone
> else and leave a device maker in the dust.
>
> If we ever are arrogant enough to think that carriers are just "dumb
> pipes", we risk losing a key part of our wireless infrastructure.
>
>
> All the shiny Pre, iPhone and Berries out there require a reliable
> and ever faster network to access an ever increasing amount of information.
> Someone has to design, implement and support that network.
>
> No, carriers are not in danger of becoming dumb pipes any time soon.
> They are in danger of losing subscribers if their network is perceived
> to be slow or unreliable for multi-media data access.
>
> I see carriers becoming eager partners with the likes of AAPL, Palm
> and GOOG and Nokia and RIMM.
>
> ]]> Tue, 14 Jul 2009 11:12:47 -0400 Carriers are already dumb pipes. Exactly what do they offer becides talk, text and internet access? All three are formated pipes that includes no content. They don't even have leverage. The vail threat of cutting off Handset providers is just that vail. Truth be told, if Apple were to compete with the telcos it could easy buy its way in and disrupt AT&T and Verizon. Both AT&T and Verizon must may soon have to get into the hardware business to stay relevant.

The only good news for the telcos is that Apples too busy disrupting the handset makers to take on the telcos. However, its just a matter of time (2 to 5 years) that it will eventually take on these blood sucking technicaly illiterate fossils.

On Jul 14 10:42 AM SiliconValleyJoe wrote:

> Someone has to repair the towers, the dishes, the fiber cables and
> the power packs sitting way on top of a remote hill. Someone has
> to design, implement and support the technologies necessary to handle
> all the "packet" switching, transfers and routing. Someone has to
> respond rapidly to the aftermath of a natural disaster. All that
> requires technological know-how and immense resources.
>
> Carriers, if anything, has a strangle hold on the "pipes". Give them
> a decent piece of the pipe or they take that bandwidth to someone
> else and leave a device maker in the dust.
>
> If we ever are arrogant enough to think that carriers are just "dumb
> pipes", we risk losing a key part of our wireless infrastructure.
>
>
> All the shiny Pre, iPhone and Berries out there require a reliable
> and ever faster network to access an ever increasing amount of information.
> Someone has to design, implement and support that network.
>
> No, carriers are not in danger of becoming dumb pipes any time soon.
> They are in danger of losing subscribers if their network is perceived
> to be slow or unreliable for multi-media data access.
>
> I see carriers becoming eager partners with the likes of AAPL, Palm
> and GOOG and Nokia and RIMM.
>
> ]]> http://seekingalpha.com/article/147786-more-government-market-manipulation-on-its-way?source=feed#comment-580308 580308 Thu, 09 Jul 2009 09:01:02 -0400 http://seekingalpha.com/article/137749-the-app-store-a-billion-downloads-but-not-much-revenue?source=feed#comment-505436 505436
"news.cnet.com/8301-135... "

suggest that the first week of the release of the iphone 3G gemerate 60+ million downloads and $30 million in revenue. That translates to $0.50 per app store download, including freebees. Translating this number to 1 billion downloads would put apple revenue at $500 million. What's also important to note is that the average cost for downloads are probably increasing given that the ratio of freebees to total apps is dropping. Apple gross profit would be $150 million.

Now the infrastructure to run the apps store is already created through itunes however, the SDK development, and the added support staff for software quality control(SWQC), app review and commission, accounting software all would require additional staff fix and veriable cost. I would assume that I least 50 engineers are working on SDK with 15 SWQC engineers, 10 app reviewers and 10 member management team including accounting, legal, regulatory etc. That's a 75 person team costing Apple about $150K per year puts cost around $11million annually. Its just a guess but Itunes could have been given $10 million initially to upgrade there server farm to handle increase transactions by 10%. Storage would be neglegable given only 50K apps. As time went on, transaction speed would had to have been upgraded further perhaps another $20 million.

Bottom line, I believe cost for app store is annually $10 million to $15 million annually with an initial start up cost of $41 million. It looks as though Apple will do somewhere near 1.5 billion apps the first year. That'll amount to around $200 million with a first year cost of $50 million. Gross profit would be north $150 million. ]]> Fri, 15 May 2009 12:34:24 -0400
"news.cnet.com/8301-135... "

suggest that the first week of the release of the iphone 3G gemerate 60+ million downloads and $30 million in revenue. That translates to $0.50 per app store download, including freebees. Translating this number to 1 billion downloads would put apple revenue at $500 million. What's also important to note is that the average cost for downloads are probably increasing given that the ratio of freebees to total apps is dropping. Apple gross profit would be $150 million.

Now the infrastructure to run the apps store is already created through itunes however, the SDK development, and the added support staff for software quality control(SWQC), app review and commission, accounting software all would require additional staff fix and veriable cost. I would assume that I least 50 engineers are working on SDK with 15 SWQC engineers, 10 app reviewers and 10 member management team including accounting, legal, regulatory etc. That's a 75 person team costing Apple about $150K per year puts cost around $11million annually. Its just a guess but Itunes could have been given $10 million initially to upgrade there server farm to handle increase transactions by 10%. Storage would be neglegable given only 50K apps. As time went on, transaction speed would had to have been upgraded further perhaps another $20 million.

Bottom line, I believe cost for app store is annually $10 million to $15 million annually with an initial start up cost of $41 million. It looks as though Apple will do somewhere near 1.5 billion apps the first year. That'll amount to around $200 million with a first year cost of $50 million. Gross profit would be north $150 million. ]]> http://seekingalpha.com/article/126489-cash-mirages-s-p-500-companies-with-large-balances-but-not-so-visible-liabilities?source=feed#comment-430255 430255 Wed, 18 Mar 2009 07:20:28 -0400 http://seekingalpha.com/article/125892-fasb-unlikely-to-suspend-mark-to-market?source=feed#comment-424289 424289 Fri, 13 Mar 2009 09:35:53 -0400 http://seekingalpha.com/article/124646-apple-and-amazon-s-open-embrace?source=feed#comment-418830 418830 Mon, 09 Mar 2009 06:32:46 -0400 http://seekingalpha.com/article/124452-apple-is-a-low-cost-iphone-in-the-works?source=feed#comment-415713 415713
CPU core

Apple can lower its BOM with its own mpu and given the volumes its not hard to ring up billions in savings. It's been estimated that the current Samsung processor used in the ipod and iphone cost upwards of $20. This processor was not designed to interface with other feature components and perhaps carry another dollar amount in glue logic and discrete components (both passive and active). I can see at least a $20 cost savings in components and another $3 savings in PCB realistate per iphone and a similar amount for the touch. Its not a stretch to forecast apple selling 50 million iphones and ipods-touches this year. With a cost savings of $20 plus per device Apple reaps a $1Billions in component cost alone-- not to mention labor and handling cost.

Elimination External DRAM

Its possible now to eliminate external DRAM with eDRAM patented by IBM. Since non of the current smartphones uses more than several 100's of Megabytes of DRAM its possible to include 256 MB or 128MB of eDRAM. Although this wil drive up the size of the cpu chip and cost there's a greater savings in inventory, PCB realistate, total component and glue logic cost.

Law of large numbers

Many have concluded correctly that $5 cost savings in removing a feature is not worth the lost in functionality. However, when that $5 is saved without lost of functionality and is multiplied by 10's of millions of devices, it becomes a profit center for Apple. That $5 cost savings on 100 million devices becomes a $1Billion in gross margin expansion.

If my premises is correct that Apple will save a $1Billion a year in component cost, an interesting question is what would be the most productive use of that cost savings? My answer is drive innovation by buying a controlling interest in Sprint/Nextel inwhich they could then offer the iphone with reduced service plans say $10/month and thereby completely alter the mobile lanscape in America over night. Apple's iphone volume will escalate north of 100 million annually as aforedability will extend down to the low cost consumer.

Apple having controlling interest in a carrier will drive innovation products in movie down loads, music down loads, ebooks, navigation, education, texting ect.

At todays current prices, Sprint/Nextel would only require about $5billion for a 50% stake in the company. However, for much less, Apple could get access to the network with just the capabilities it wants to revolutionize things.

]]> Fri, 06 Mar 2009 08:58:54 -0500
CPU core

Apple can lower its BOM with its own mpu and given the volumes its not hard to ring up billions in savings. It's been estimated that the current Samsung processor used in the ipod and iphone cost upwards of $20. This processor was not designed to interface with other feature components and perhaps carry another dollar amount in glue logic and discrete components (both passive and active). I can see at least a $20 cost savings in components and another $3 savings in PCB realistate per iphone and a similar amount for the touch. Its not a stretch to forecast apple selling 50 million iphones and ipods-touches this year. With a cost savings of $20 plus per device Apple reaps a $1Billions in component cost alone-- not to mention labor and handling cost.

Elimination External DRAM

Its possible now to eliminate external DRAM with eDRAM patented by IBM. Since non of the current smartphones uses more than several 100's of Megabytes of DRAM its possible to include 256 MB or 128MB of eDRAM. Although this wil drive up the size of the cpu chip and cost there's a greater savings in inventory, PCB realistate, total component and glue logic cost.

Law of large numbers

Many have concluded correctly that $5 cost savings in removing a feature is not worth the lost in functionality. However, when that $5 is saved without lost of functionality and is multiplied by 10's of millions of devices, it becomes a profit center for Apple. That $5 cost savings on 100 million devices becomes a $1Billion in gross margin expansion.

If my premises is correct that Apple will save a $1Billion a year in component cost, an interesting question is what would be the most productive use of that cost savings? My answer is drive innovation by buying a controlling interest in Sprint/Nextel inwhich they could then offer the iphone with reduced service plans say $10/month and thereby completely alter the mobile lanscape in America over night. Apple's iphone volume will escalate north of 100 million annually as aforedability will extend down to the low cost consumer.

Apple having controlling interest in a carrier will drive innovation products in movie down loads, music down loads, ebooks, navigation, education, texting ect.

At todays current prices, Sprint/Nextel would only require about $5billion for a 50% stake in the company. However, for much less, Apple could get access to the network with just the capabilities it wants to revolutionize things.

]]> http://seekingalpha.com/article/117956-the-pfizer-wyeth-deal-experimenting-with-taxpayer-dollars?source=feed#comment-373376 373376
There are transactions that unhealthy banks have made and I didn't hear you questioning those like Citi's planned purchase of Wachovia etc. Now there's a merger that was rightfully terminated.]]> Mon, 02 Feb 2009 11:25:23 -0500
There are transactions that unhealthy banks have made and I didn't hear you questioning those like Citi's planned purchase of Wachovia etc. Now there's a merger that was rightfully terminated.]]> http://seekingalpha.com/article/116957-siemens-putting-screws-to-ge-s-immelt?source=feed#comment-368378 368378
Any company that makes $12billion a year profits after taxes and dividends in the worst economy since the great depression needs to be praised not rediculled.]]> Wed, 28 Jan 2009 08:19:47 -0500
Any company that makes $12billion a year profits after taxes and dividends in the worst economy since the great depression needs to be praised not rediculled.]]> http://seekingalpha.com/article/116948-aig-s-at-it-again-with-ludicrous-450m-retention-pay-scheme?source=feed#comment-368353 368353
This is all contrived and sickens me whenever I think about what's happening in American corporations. Let's start outsourcing senior management and see how fast these bonus programs and outsourcing programs start to become less important.

We now know that these idiots are not much smarter than the average joe. BAC, WFC, GS, Wamu, Wachovia, AIG, etc are the largest fanancial institutions in America and have failed miserably. So why in hell do we insist on believing these guys are so much smarter than the rest of us? BS.. its all a ponzi scheme to inrich themselves. ]]> Wed, 28 Jan 2009 07:41:15 -0500
This is all contrived and sickens me whenever I think about what's happening in American corporations. Let's start outsourcing senior management and see how fast these bonus programs and outsourcing programs start to become less important.

We now know that these idiots are not much smarter than the average joe. BAC, WFC, GS, Wamu, Wachovia, AIG, etc are the largest fanancial institutions in America and have failed miserably. So why in hell do we insist on believing these guys are so much smarter than the rest of us? BS.. its all a ponzi scheme to inrich themselves. ]]> http://seekingalpha.com/article/114992-should-dell-buy-palm?source=feed#comment-357020 357020 Thu, 15 Jan 2009 17:57:48 -0500 http://seekingalpha.com/article/114134-apple-s-fy09-eps-estimate-is-too-low?source=feed#comment-352933 352933
This year's iphone upgrades should be the most remarkable and dramatic. I believe the first versions of iphones built with the PA semi processors will release 2H09. As apple takes advantage of PA semi's power management expertise, these units will set new standards for smart phones uptime and cost. It's quite possible that we may see subsidized iphones for under $75 and in Europe for free. At these price levels the iphone will ship in quantities approaching 100 million. Your 19 million units are laughable given that the shift to smart phones will occur significantly in fy09.

With now the #1 retailer, the #1 cell phone company and the #1 CE retailer on board to sell iphones, plans to distribute the lower cost iphone are in place to mark a remarkable year for apple.

If apple sales (as I believe) north of 45 million iphones, $8 a share this year will be in the cards.]]> Mon, 12 Jan 2009 00:46:44 -0500
This year's iphone upgrades should be the most remarkable and dramatic. I believe the first versions of iphones built with the PA semi processors will release 2H09. As apple takes advantage of PA semi's power management expertise, these units will set new standards for smart phones uptime and cost. It's quite possible that we may see subsidized iphones for under $75 and in Europe for free. At these price levels the iphone will ship in quantities approaching 100 million. Your 19 million units are laughable given that the shift to smart phones will occur significantly in fy09.

With now the #1 retailer, the #1 cell phone company and the #1 CE retailer on board to sell iphones, plans to distribute the lower cost iphone are in place to mark a remarkable year for apple.

If apple sales (as I believe) north of 45 million iphones, $8 a share this year will be in the cards.]]> http://seekingalpha.com/article/113962-palm-s-pre-goes-a-step-further-than-the-iphone?source=feed#comment-350471 350471 Fri, 09 Jan 2009 05:29:56 -0500 http://seekingalpha.com/article/113325-apple-s-credibility-problem?source=feed#comment-347167 347167
I tell what though, I'm suspicious of your post and you. Why would you post a lie when the world was informed of the truth from Jobs himself? Should we believe you or Jobs? Should we not believe our own eyes, hearing and independent confirmation of Apples financial health and operations efficientcy? Or should we believe only your report that Steve Jobs was material ill to perform his duties?

I've worked as an engineering manager for some time and there were times I was too sick to perform a task but I wasn't too sick to continue in my position and the work went on until I got better (few days). I think Steve diserves that much given the earnings and performance of Apple during the worst recession since 1929. You should re-read the earnings reports for CY2008 before you write another post.]]> Tue, 06 Jan 2009 05:54:33 -0500
I tell what though, I'm suspicious of your post and you. Why would you post a lie when the world was informed of the truth from Jobs himself? Should we believe you or Jobs? Should we not believe our own eyes, hearing and independent confirmation of Apples financial health and operations efficientcy? Or should we believe only your report that Steve Jobs was material ill to perform his duties?

I've worked as an engineering manager for some time and there were times I was too sick to perform a task but I wasn't too sick to continue in my position and the work went on until I got better (few days). I think Steve diserves that much given the earnings and performance of Apple during the worst recession since 1929. You should re-read the earnings reports for CY2008 before you write another post.]]> http://seekingalpha.com/article/112828-cash-is-not-yet-king-when-it-comes-to-market-performance?source=feed#comment-342776 342776
This boggles my mind to think that Apple has exceed the streets Revenue and earnings estaments for the last 5 years, grown cash reserves over 900% and accelarating growth in all of its major markets but managed to only loss market cap of over 60% this year. A year that is marked with many first for the computer, handset and CE markets. You've got to love the way the market values growth.]]> Wed, 31 Dec 2008 14:15:47 -0500
This boggles my mind to think that Apple has exceed the streets Revenue and earnings estaments for the last 5 years, grown cash reserves over 900% and accelarating growth in all of its major markets but managed to only loss market cap of over 60% this year. A year that is marked with many first for the computer, handset and CE markets. You've got to love the way the market values growth.]]> http://seekingalpha.com/article/111084-five-apple-predictions-for-2009?source=feed#comment-331770 331770
Here are two other predictions for Apples growing cash hoard:
1. Apple becomes a producer of its own 100% owned content (Animations, movies, documentaries, digital books, digital classes, digital lectures, digital training materials etc.) Initial Cost = $1 billion; Annual Cost = $0.25 billion; Annual Revenue = $2 Billion; GM = 40%.
2. Apple to exploit joint venture to leise bandwidth for its own wireless carrier operations. Initial Cost = $10 billion; Annual Cost = $1 Billion; Annual Revenue = $5 Billion; GM = 65%.]]> Wed, 17 Dec 2008 08:30:32 -0500
Here are two other predictions for Apples growing cash hoard:
1. Apple becomes a producer of its own 100% owned content (Animations, movies, documentaries, digital books, digital classes, digital lectures, digital training materials etc.) Initial Cost = $1 billion; Annual Cost = $0.25 billion; Annual Revenue = $2 Billion; GM = 40%.
2. Apple to exploit joint venture to leise bandwidth for its own wireless carrier operations. Initial Cost = $10 billion; Annual Cost = $1 Billion; Annual Revenue = $5 Billion; GM = 65%.]]> http://seekingalpha.com/article/110710-paulson-s-plan-fails-to-understand-the-problem-madoff-is-a-perfect-example?source=feed#comment-329698 329698
On the other hand, if Paulson can get the present locked up banking system to restart lending, this lending will lower the cost of capital (improved efficiency) and some of it will make its way into the hands of real money creaters (inventors, manufacturers and the like). It is these people that create new opportunities for money and lower the cost of capital by making better more cost effective products.

I believe we must do both Paulson and your plan but if I had my choice of in which one to emphasis my preference would be Paulson's for the immediate term and rebuilding infrustructure second.

Can you tell me the flaw in this logic?]]> Mon, 15 Dec 2008 08:18:00 -0500
On the other hand, if Paulson can get the present locked up banking system to restart lending, this lending will lower the cost of capital (improved efficiency) and some of it will make its way into the hands of real money creaters (inventors, manufacturers and the like). It is these people that create new opportunities for money and lower the cost of capital by making better more cost effective products.

I believe we must do both Paulson and your plan but if I had my choice of in which one to emphasis my preference would be Paulson's for the immediate term and rebuilding infrustructure second.

Can you tell me the flaw in this logic?]]> http://seekingalpha.com/article/109764-iphone-at-wal-mart-steve-say-it-aint-so?source=feed#comment-324402 324402
I do believe that Walmarts electronics department leaves a lot to be desired from a customer support perspective but Targets not any better if not worse.

What I believe is happening here is Apple is using this time as a training ground for what's about to happen in 2H09 when they release their low cost iphone version with PA semi's power management processor. I don't believe that Apple feels as though many iphones will be sold in Walmart until the below $100 price point is made.

Finally, if you're apple and you know that you're about to release a product that's going to sell close to 100 million with possibly 20 million the first month, you'll want as many POS as possible to improve the customer purchase experience. Also, Walmart is the largest toy retailer in the world. We know that once Apple crosses the $100 unit price, these things will become a major competitor to the WII, xbox and Playstation. No better place to compete in the electronic gaming market than at Walmart.]]> Tue, 09 Dec 2008 05:22:22 -0500
I do believe that Walmarts electronics department leaves a lot to be desired from a customer support perspective but Targets not any better if not worse.

What I believe is happening here is Apple is using this time as a training ground for what's about to happen in 2H09 when they release their low cost iphone version with PA semi's power management processor. I don't believe that Apple feels as though many iphones will be sold in Walmart until the below $100 price point is made.

Finally, if you're apple and you know that you're about to release a product that's going to sell close to 100 million with possibly 20 million the first month, you'll want as many POS as possible to improve the customer purchase experience. Also, Walmart is the largest toy retailer in the world. We know that once Apple crosses the $100 unit price, these things will become a major competitor to the WII, xbox and Playstation. No better place to compete in the electronic gaming market than at Walmart.]]> http://seekingalpha.com/article/109075-infineon-s-woeful-outlook-is-a-result-of-apple-s-slowed-iphone-production?source=feed#comment-320233 320233 Wed, 03 Dec 2008 17:03:58 -0500 http://seekingalpha.com/article/108052-sandisk-citi-analyst-ellis-was-right?source=feed#comment-315386 315386
If you wait long enough, everyones right. Eventually, Eli's decisions broke Sandisk with his ventures into the CE market, web hosting and the inability to move newer technology to the market fast enough to differentiate themselves from the competition.

These are the same analyst that are now telling us that Apple is worth only $130 a share. It's unbelievable that so much of the market is moved by these inaccurate forecast and forecasters. Apple will have over $45billion in cash this time next year and will have 3 new markets to sell its wares. Do we get from these analyst foresight into these new markets and their potential to increase Apple's earnings? No, what we get is a fixation on 10 year old markets and gadgets (ipod) that has topped out in its main markets and showing severe signs of saturation. From these narrow minded misfits come lower revenue and earnings forecast that continue to miss the harbor let alone the boat in accuracy.

I for one will be happy when all analyst are gone. Nothing personal but Craig and his elk do more market harm than good.]]> Wed, 26 Nov 2008 09:17:39 -0500
If you wait long enough, everyones right. Eventually, Eli's decisions broke Sandisk with his ventures into the CE market, web hosting and the inability to move newer technology to the market fast enough to differentiate themselves from the competition.

These are the same analyst that are now telling us that Apple is worth only $130 a share. It's unbelievable that so much of the market is moved by these inaccurate forecast and forecasters. Apple will have over $45billion in cash this time next year and will have 3 new markets to sell its wares. Do we get from these analyst foresight into these new markets and their potential to increase Apple's earnings? No, what we get is a fixation on 10 year old markets and gadgets (ipod) that has topped out in its main markets and showing severe signs of saturation. From these narrow minded misfits come lower revenue and earnings forecast that continue to miss the harbor let alone the boat in accuracy.

I for one will be happy when all analyst are gone. Nothing personal but Craig and his elk do more market harm than good.]]> http://seekingalpha.com/article/107297-can-you-see-apple-under-60?source=feed#comment-311571 311571
However, that's not all this company has done. Cash sits at $25B and growing at a rate of $10B+ annually. Apple has more cash than any CE company and approaching MS like cash flows. Better yet, it has weened itself from its most productive product line (ipods) and added 3 more high growth product lines that are growing 50%+ annually (mobileme, app store, iphone). Additionally, their bread and butter imac is growing above industry standard and is about to become the number 2 PC company in the US. Further, Apple is the smallest player with the highest growth and gross margin, in the largest CE market and is poised to transform that market as it did the mp3 player. Don't forget that Apple is also growing its retail and global footprint that has much more upside than down side.

Finally, with apples pending release of mobile processors created from the acquisition of PA semi, I suspect that they will produce mobile devices that are 20%+ cheaper to make which could catapult Apple into 100 million annual iphone level while also improving ipod GM. At that level and with GM above 45% look for Apples EPS to sky rock and cash flow to reach $15B annually. I personally believe Apple will have $45billion in cash by early 2010 or before. Steve Jobs is building Apple into the Samsung of the West. How about "Applesung" for a new corporate name. Recession or Depression, Apple's revenue and EPS will grow straight through it and you all will be amazed as to how they did it. Before I can believe your prognostications over mine, explain to me how Apple with only 2 years into the mobile market with only one device out sold Rimms entire line of cell phones? Until you can answer that question, please keep your dooms day projections to yourself.]]> Fri, 21 Nov 2008 08:50:18 -0500
However, that's not all this company has done. Cash sits at $25B and growing at a rate of $10B+ annually. Apple has more cash than any CE company and approaching MS like cash flows. Better yet, it has weened itself from its most productive product line (ipods) and added 3 more high growth product lines that are growing 50%+ annually (mobileme, app store, iphone). Additionally, their bread and butter imac is growing above industry standard and is about to become the number 2 PC company in the US. Further, Apple is the smallest player with the highest growth and gross margin, in the largest CE market and is poised to transform that market as it did the mp3 player. Don't forget that Apple is also growing its retail and global footprint that has much more upside than down side.

Finally, with apples pending release of mobile processors created from the acquisition of PA semi, I suspect that they will produce mobile devices that are 20%+ cheaper to make which could catapult Apple into 100 million annual iphone level while also improving ipod GM. At that level and with GM above 45% look for Apples EPS to sky rock and cash flow to reach $15B annually. I personally believe Apple will have $45billion in cash by early 2010 or before. Steve Jobs is building Apple into the Samsung of the West. How about "Applesung" for a new corporate name. Recession or Depression, Apple's revenue and EPS will grow straight through it and you all will be amazed as to how they did it. Before I can believe your prognostications over mine, explain to me how Apple with only 2 years into the mobile market with only one device out sold Rimms entire line of cell phones? Until you can answer that question, please keep your dooms day projections to yourself.]]>