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  • Will Apple Miss Its Estimates - And Every One After That? [View article]
    Do you think that Apple missing estimates is a reflection of Apple's performance, or does it say more about the inability of analysts to listen to Apple's projections and the inability of analysts to have any clue about how to estimate Apple's earnings?
    Dec 7, 2012. 01:34 PM | 3 Likes Like |Link to Comment
  • Apple's Ugly Wednesday - The Aftermath [View article]
    1) I have yet to hear a professional investor suggest that market cap size and of itself has any impact on a stock's price. the people that say this are pundits, hacks, MBA sons, fathers of MBA sons, retail investors who don't really impact Apple's price movements, and the like. That Apple is so widely held and that it has appreciated so much in the last year has cause profit-taking, but i don't see professionals saying - oh look, Apple might reach 1T in market cap in a few hears—hurry, sell!! 2) Why would a split be bullish? 3) "terrified" is what some investors are—"mortified" is what you should be.
    Dec 6, 2012. 09:03 AM | 3 Likes Like |Link to Comment
  • On Investor Concerns, And Why Apple Should Trade Above $700 [View article]
    Well, if they have any sense at all, they were buying shares like mad when it crashed a few weeks ago, they will buy more under 550, and they will expand share buybacks while the price is depressed, reducing the shares outstanding and raising the multiple. That's a start in the right direction.
    Dec 6, 2012. 08:17 AM | Likes Like |Link to Comment
  • On Investor Concerns, And Why Apple Should Trade Above $700 [View article]
    Based on your reasoning, in your opinion, what was the catalyst for the jump from 505 to 595 (a mere 0.8% from your mid-Jan target), a lift of some 18%, in just 9 days? And based on your reply to that question, what is your reasoning for saying it couldn't repeat that move on the same catalyst?
    Dec 6, 2012. 07:25 AM | 1 Like Like |Link to Comment
  • The Real Reasons Why Apple Is Tanking [View article]
    Nothing new here, just another hack practicing stringing words together....
    Dec 6, 2012. 07:18 AM | Likes Like |Link to Comment
  • Apple's Worst Day In Nearly 4 Years [View article]
    Amazing, all these comments on an article that says absolutely nothing.
    Dec 6, 2012. 01:44 AM | 1 Like Like |Link to Comment
  • Apple's Margin Hike Sell-Off: Should You Care? [View article]
    You, like most people on Seeking Alpha, don't have a clue how mobile works in China. Before the iPhone came along, virtually no one in the private sector took up a long term agreement on a phone. You buy a phone, then you go buy a SIM card from any mullet on the street, then you recharge the SIM card when it runs down. Alternatively, you buy a SiM and connect it to your bank account and they debit your account every time in nears 300RMB. The amount people pay for their phone in 90% of the cases has nothing to do with the service. China Mobile has millions of millions of people using iPhones with no contract, including me. Unlike the US, you can buy an iPhone at every little dumpy shop on the street. If the model has been introduced in China, it cost about 17% more than it does outside China due to VAT. If it hasn't been officially introduced, it can cost 50% more. People are willing to shell out six months salary to have one. Its a status symbol, and they buy iPhones for the same reason they buy other ridiculously overpriced brand names. Levi's are a high end brand here, and an ordinary pair can cost you the equivalent of a hundred dollars. And they are made here. You can buy a pair of Chinese jeans for five dollars if you don't mind wearing a brand called Qingfeng. The dynamics of selling and the mindset of the Chinese is completely different. 90% of the people on this website that pontificate on China don't have a clue, and 50% of the remainder think because they went to Shanghai once they "know China". The only people that understand China are the ones who have been here long enough to say , "the longer I am here, the more I realize I don't understand it."
    Dec 6, 2012. 01:43 AM | 8 Likes Like |Link to Comment
  • Margin Pressures Likely To Hurt Apple Over Time [View article]
    Ecosystem, not echo system
    Dec 6, 2012. 01:43 AM | Likes Like |Link to Comment
  • Apple: Do You Get Harmony If Everyone Sings The Same Tune? [View article]
    Excellent article.
    But "behooves" is the wrong word. "Bewilders" or "mystifies" is what you are groping for. Behoove (a silly word for the pompous, in my opinion) means "befits"
    Nov 19, 2012. 11:26 AM | Likes Like |Link to Comment
  • Apple Vs. Research In Motion: The Winner Is ... [View article]
    lack of conviction: ■ the quality of failing to show that one is firmly convinced of what one believes or says

    Apple is a buy from these levels. However, I think it will muddle around these levels for a while. . . .. I think the correct play at the time will be. . . .buy Apple for the short term. Of course we do not know. . .if Apple bounces from these levels. That's why short term (active) investors need to follow the market's logic and keep a close eye on the tape, for nothing ever happens as you plan on it. But it never hurts to plan ahead anyway.
    Nov 18, 2012. 06:45 AM | Likes Like |Link to Comment
  • Buy Apple On Sell-Off [View article]
    Point 1: They don't officially sell the iPad Mini in China, or the latest iPad, or the iPhone 5 for that matter. Any that are sold are smuggled in - so there would be no sales information on them unless someone is searching the bags of the housewives who pack them into their bags when they cross the border dor $5 each. And for some anecdotal evidence, I live in one of the largest cities in China, and have seen exactly one iPad Mini in the "wild" and it was in the hands of a foreign businesswoman. That said, I agree they will be popular, more so than the iPad, actually.
    Point 2: The Mini was not available "last quarter" in China - or anywhere else. It rolled out in the current quarter.
    Point 3: anyone who suggest they have any insight into when or if China Mobile will open up to Apple should be considered a flake, and that includes analysts
    Nov 17, 2012. 06:02 AM | 2 Likes Like |Link to Comment
  • Apple's Moment Of Truth And Way Forward [View article]
    This seems to me to be more philosophical navel gazing and pontificating than an effort to bring forth something substantive. You suggest a way forward, then point out why it doesn't make sense......
    Nov 15, 2012. 07:07 AM | Likes Like |Link to Comment
  • Why Apple Is Still A 'Don't Buy' [View article]
    Nonsense. China Mobile is the largest carrier in virtually every market it serves, including Tier 1, Tier 2, and Tier 3 cities, which together have a totalpopulation larger than the United States,mans which excludes the rural areas which have a population almost double the United States.
    Oct 27, 2012. 04:22 AM | Likes Like |Link to Comment
  • Apple's iPad Mini: It Isn't The Size That Counts, It's How You Use It [View article]
    You lost me at "Android".....which one of the two dozen official Fatty dessert versions will they run, or will it be one of the five bazillion fragments of Android that are rarely updated, meaning the operating system will be obsolete out of the box so that the only way you can "try" keep ahead of the curve is to by a new device every three months—a new device which will also have an obsolete operating infinitum.......buying some no name Android-based whatever is like buying a Taurus with a Edsel transmission......
    Oct 26, 2012. 05:41 AM | Likes Like |Link to Comment
  • Why Apple Will Miss Earnings And Trade Below $600 [View article]
    If you actually "read" the article, you would see his price targets of 518 for 2012 and 579 for 2013 (pre-earnings, AH today trading at 615-ish).
    Oct 25, 2012. 03:30 AM | 1 Like Like |Link to Comment
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