digivision

http://friends.zecco.com/r/9531cfa86a8a102b8555
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161 Comments

    • Wed Apr 9th 07:49 AM | Rating: 0 0
      Commented on:
      Apple Strikes Advertising Gold
      I agree with Rob L here, no reason for Apple not to go to $300
      the halo effect continues to expand
      View article »
    • Tue Apr 8th 10:35 AM | Rating: 0 0
      Commented on:
      Apple Facing Serious Downside Risk - Morgan Keegan
      It's a good perspective but Keegan is not taking into consideration the June conference which is most likely going to bring a 3G Phone with many juicy updates. If this should happen any negative thought should dissipate and soon they will raise target.
      45 mil iPhones sold is not an outrageous number, if and when Apple enters .. South america, China, India, Australia, Canada and the rest of Europe . The catalyst is certainly a 3g phone.
      I could see some downside 25-30% if Apple misses estimates or ipod sales are lower than estimated but no serious downturn for the next 6-8 months
      View article »
    • Tue Apr 8th 08:45 AM | Rating: 0 0
      Commented on:
      General Discussion on AHR
      Actually if anything AHR is a lower risk REIT here's a snippet from Chris Milner

      "Anthracite's CEO, punctuated the point in his Q4 earnings release: "The dislocation in the capital markets continued to worsen in the fourth quarter, causing CMBS spreads to reach unprecedented levels. While this development clearly has resulted in negative price changes in our portfolio, the relatively better performance of our non-U.S. and seasoned vintage U.S. CMBS assets muted the overall impact."
      full article
      seekingalpha.com/artic...
      View forum topic »
    • Tue Apr 8th 08:39 AM | Rating: 0 0
      Commented on:
      Anthracite Capital Deserves More Than Cramer's Cliffs Notes
      AHR has great management , it's one of those reit that needs to be held long term , their exposure to residential loans is minimal they are very diversified . I don't consider AHR riskier than any other REIT


      On Dec 13 02:07 AM pickaroonwyo wrote:

      > Right on! Saw the Cramer comments last week and whinced at his ignorance.
      > I own AHR, it's risky, but I'm not selling.
      View article »
    • Fri Apr 4th 09:00 AM | Rating: 0 0
      Commented on:
      Is There a Mobile Phone Recession?
      on top of that, teens that used to be ok with a basic cell/mp3 player /camera phone are now looking for something more thanks to Apple for raising the bar.
      Motorola is the first victim, Palm and RIMM are 2 companies that are better positioned to compete and profit from this situation.
      Even though Palm is in big troubles they can come out of the slump by
      introducing new low cost models
      View article »
    • Fri Apr 4th 08:54 AM | Rating: 0 0
      Commented on:
      Is There a Mobile Phone Recession?
      Considering cell phone companies had decades to develop their devices ,
      Yet cell phones are pretty much the same as they were 10 years ago ....
      it doesn't look good for them and as of now, Apple is still ahead of the game while they work on the next iphone killer Apple is already working on a new model
      View article »
    • Fri Apr 4th 08:02 AM | Rating: 0 0
      Commented on:
      Apple iPhone Shortage - Is 3G Coming?
      Abramsky and I got our college degree from the same website....
      View article »
    • Thu Apr 3rd 09:19 AM | Rating: 0 0
      Commented on:
      Expecting Apple to Reach $300 in 2008
      Best article/analysis I have read in a long time not only you did your homework but it is well written ...

      I believe the 50% growth is a very safe estimate, Apple could easily top that.. you have not taken in consideration (rightly so) new products/services and of course the impact the iPhone will have outside of the US.
      You could easily quadruple iPhone sales estimates if it catches on in China, Russia and even South America, these countries are also a domain of MS and cheap PCs like acer .. will there also be an halo effect in these countries as well ???
      View article »
    • Wed Apr 2nd 12:06 PM | Rating: 0 0
      Commented on:
      The Case of the Disappearing iPhones
      that is certainly possible but why the shortage of the original iPhones??
      and if it is a component shortage why isn't the iPod touch suffering from the same issues.. something is brewing at Apple
      View article »
    • Wed Apr 2nd 09:20 AM | Rating: 0 0
      Commented on:
      The Case of the Disappearing iPhones
      Don't try to over analyze this .. the fact is that the 3G phone is around the corner and Apple is clearing inventory , most people think it will be coming in June but it is quite possible it will be introduced or announced sooner ..
      View article »
    • Tue Apr 1st 16:46 PM | Rating: 0 0
      Commented on:
      Who iPhone Owners Are - And What They Want
      actually at any apple store you get brand new one if you return a defective one new and a a refurbished if the one returned is refurbished .. same goes for laptops and desktops
      However I returned a refurbished macbook just 2 weeks ago and the apple store guy gave me a brand new one after 24 hours, not even a refurbished one but a brand new same model MB, mine had a defective keyboard/trackpad..
      View article »
    • Tue Apr 1st 15:48 PM | Rating: 0 0
      Commented on:
      Who iPhone Owners Are - And What They Want
      LOL cmon dude .. this is exactly hat people expect therefore not very possible
      View article »
    • Mon Mar 31st 08:35 AM | Rating: 0 0
      Commented on:
      One Reason Apple May Be Hoarding $18 Billion
      raman .. Apple never borrowed any money from microsoft, you must be a PC switch... :-)
      MS invested $150 mil which at the time was not much, there where a few individual investors that invested more, Apple always had a nice stash of $$$ even in the darker times , no debt and a decent customer base.
      View article »
    • Mon Mar 31st 08:30 AM | Rating: 0 0
      Commented on:
      One Reason Apple May Be Hoarding $18 Billion
      Since I'am a long investor since the early 90's, I totally back Steve Jobs positions on this.... as a shareholder i'd rather Apple keep their 18bil for R&D and some acquisitions if necessary.
      View article »
    • Tue Mar 25th 00:29 AM | Rating: 0 0
      Commented on:
      Apple and United Technolgies: Bargains Amidst the Recession News
      Totally agree , if Apple holds around $140 then they are back on track to run to $170 by June and possibly brake the $200 barrier if the Q results are as good or better than expected, since Apple has historically beat the estimates this might be the case yet again , maybe this time it will surprise even more than usual because everyone is expecting a weak ipod/iphone number , but they might surprise .
      Of course this is all speculation
      til June
      View article »
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