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    • Wed Nov 5th 14:31 PM | Rating: 0 0
      Commented on:
      Earnings Preview: Cisco Systems
      Cisco may well remain amazingly strong - we'll have to see. Other than Stifel, who actually tried to assemble some data, the rest of these 'analysts' do nothing more than just take guesses and hope for some accuracy. It's safer these days to completley igonore the wall street boys.
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    • Mon Nov 3rd 13:47 PM | Rating: 0 0
      Commented on:
      Financial Crisis: Not Hitting Brokers
      Screw those guys. Let them get a taste of what we experience in the non-financial sector where we are already forgoing bonuses. Let them be thankful they at least have employment.
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    • Thu Sep 11th 16:55 PM | Rating: 0 0
      Commented on:
      Is Fertilizer Starting to Stink?
      It makes little sense to evaluate POT based on the ttm P/E. With the price of potash rising so dramatically over last years levels, and with the increased guidance from the company, the business is better evaluated by estimating the forward P/E. On that basis, this stock is a screaming buy.
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    • Fri Aug 8th 16:53 PM | Rating: 0 0
      Commented on:
      Cisco Currently Looks Cheap
      Thanks - good article and good data. This stock is definitely undervalued with a overly-compressed forward P/E - I'm looking to CSCO to rise 15%-20% over the next 3-4 quarters.
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    • Thu May 29th 19:16 PM | Rating: 0 0
      Commented on:
      By How Much Will Apple 'Blow Away' Its 10M iPhone Target?
      Geez - you guys are abnormally obsessed with iPhone sales projections. 10M, 11M, 12M....?? Who cares!! The core business engine for AAPL is the MAC. Taking maket share in the PC space, growing MAC shipments, and expanding margins in that sector dwarfs the business potential of the phones. If the analysts paid attention to the core business model, and then factored in pods and phones for what they are (extra gravy!!), then they'd finally get on the right track. At the rate AAPL is growing their core business, any miss on phone projections just isn't going to matter.
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    • Tue May 13th 13:43 PM | Rating: 0 0
      Commented on:
      Apple: Taking Some Chips Off the Table at Current Prices
      Short iPhone inventory? New 3G products? All this speculation over the phones is interesting, but ignores the fractional nature of that business line.

      AAPL's big, BIG money and growth is coming from market share gains in the laptop & desktop business. Fundamentally, AAPL is a computer company with an accelerating, expaning business. That alone screams for long term buy. Phones and Pods are just icing on the cake.
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    • Fri Apr 4th 12:00 PM | Rating: 0 0
      Commented on:
      Hold On To RIMM
      You all are talking like AAPL's a cell phone company. iPhones are such a small fraction of AAPL's business, it's nonsense to compare the business models next to each other for these two fine companies. AAPL is a computer company - their growth and future lies with taking market share in the world of PCs. That component of their business dwarfs the phone and music businesses - by far. AAPL gets most of their 'hype' from iPhone, but they get their revenue from PCs.
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    • Wed Apr 2nd 23:03 PM | Rating: 0 0
      Commented on:
      Monsanto's Hilarious Reaction to Guidance
      Monsanto issues guidance last week and the stock jumps. Today they report record results and confirm their gudance of last week. The stock goes down. What changed in one week? The analysts got stupider. Geeez.
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    • Thu Mar 20th 23:41 PM | Rating: 0 0
      Commented on:
      Consumers Will Continue to Buy Apple's Fashionable Gadgets
      "everyone is missing the forest for the trees - the real story ..... is the halo effect of bringing customers to the bread and butter of the company: the Mac" - AT LAST - a sane and accurate article about AAPL's business model. Thank YOU!
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    • Fri Mar 7th 07:05 AM | Rating: 0 0
      Commented on:
      Strong Earnings and New Contracts Boost BE Aerospace Stock
      Thanks for a good article Jordan. BEAV is a solid company with a strong balance sheet, a huge backlog of orders, and superb execution of their business model. One of the great value plays in today's market.
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    • Wed Mar 5th 12:20 PM | Rating: 0 0
      Commented on:
      Apple Stock: Still 35% Off at a Broker Near You
      At last! A fair artcile by an author who actually mentions the fact that the Macs are the real growth story in AAPL's business model. Thanks for not obsessing over phones and pods. 8M phones, 10M phones, 9.3M phones????? Who cares. It's a fraction of the revenue. The company's balance sheet, growth rate and fundamentals, and market share penetration by the Mac are the reasons for the lofty 12 month estimates. The phones and pods are side businesses for God's sake.
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    • Mon Feb 25th 11:44 AM | Rating: 0 0
      Commented on:
      Why iPhone Unlocking is Growing Every Day
      Who Cares?? Honest to God, every one of you 'reporters' at Alpha are fixated and obsessed on ipHone conjecture. Dude, the iPhone represents 6% - right, six meager percentage points - of AAPL's 2008 revenue projections. Talk about the Mac - that's the foundation of AAPL's business and phenomenal growth story. The Mac will drive this stock investment - not the iPhone! I really don't care how many of the phones are locked or unlocked. It's not that important to the overall story at Apple.
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    • Thu Feb 21st 14:37 PM | Rating: 0 0
      Commented on:
      HP Stands Almost Alone
      "I get the impression that yesterday's rally in tech may have been more about being over-sold or about short-covering " ... or maybe big cap tech is very attractively priced for the value it offers right now. Solid growth continues at ORCL, HPQ, CSCO, AAPL, and so on. The situation is much better than the journalists and so-called 'analysts' depict.
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    • Thu Feb 21st 14:10 PM | Rating: 0 0
      Commented on:
      Apple Cuts Price On 1GB iPod Shuffle, Unveils 2GB Version
      "Go to an Apple store, I dare you on a Saturday, NOW post Christmas, in the worst time for retailling everywhere, count the bodies in the store, then walk down the street, or around the Mall, see if ANYONE has that kind of visible action going on...and they are not just lookers either." - Ditto - that's what I see in my local store too. Apple's selling stuff just fine.
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    • Fri Feb 8th 07:24 AM | Rating: 0 0
      Commented on:
      Question for Cisco's Chambers: What Exactly Is 'Lumpy' Sales Growth?
      "10% growth is nothing to scoff at" - that's for sure! You're bottom line should have been the title of the article!
      View article »
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