TanToday

Apple Sitting on Excess Inventory?

Back in the good old days, they AT LEAST had the courage to call themselves what they really are, ORACLES AND SEERS.

And a good temple and some smoke and incense with a powerful array of impressive clothing, moans, groans and utterances AT LEAST made the "show" more impressive.

Apple Sitting on Excess Inventory?

Negative news?

OK, give me ONE "negative news" item that will REDUCE INCOME or PROFIT.

I dare you, theres isn't any, none, nada, zip.

THE *ONLY* "news* here, is the ANALYSTS don't agree with each other, isn't it?

And WTF to analysts DO anyway, GUESS, and we have all seen recently just how ACCURATE they have been with the banks, mortgage companies, and general economic conditions.

Now if we can only instruct the Jihaadist suicide bombers that ANALYSTS are the enemeny instead of Israeli schoolchildren, the world just might be more rational. Every explosion would rid the world of a Jihaadist AND some soothsayers with shit for brains.

Apple Sitting on Excess Inventory?

Oh, yeah....

Forgot to add... "F%$%# S#*&% B@$%^#%DS"

Which is deservedly earned for FAILING to note, that in the first 15 days of the year, Apple was the FIRST to introduce, include, and implement not ONE, but TWO entirely new INTEL chips, one into the totally ignored MacPRO

Mac Pro with our suggested configuration:

Two 2.8GHz Quad-Core Intel Xeon “Harpertown” processors
2GB memory (800MHz DDR2 fully-buffered DIMM ECC)
ATI Radeon HD 2600 XT graphics with 256MB memory
320GB Serial ATA 3Gb/s 7200-rpm hard drive1
16x double-layer SuperDrive

YAWN, sheesh, only the MOST POWERFUL PERSONAL computer on the planet....

Then the new MacBook Air with INTEL producing a completely renovated chip with a SIXTY PERCENT size reduction....

YAWN.

It WAS duly noted however, that Steve Jobs DID FAIL to walk on water at the presentation however, leading analysts to conclude that his Messianic Powers of innovation were less than the year before and his return to "merely mortal with just insanely innovative" was below expectations.

I only have one question, WHY do ANY of us listen to these "Bozo's-in-Wonderland©... ?

Apple Sitting on Excess Inventory?

>>>Morgan Stanley notes this AM that the key bear case on Apple (NASDAQ:AAPL) shares is that iPod unit growth is slowing with no clear indication of new products to pick up the slack. <<<

Morons.

They are seeing a slowdown in the iPod growth RATE/UNITS, whereas the DOLLAR VALUE PER UNIT SOLD increased by 18%. Showing that upgrades to more powerful and more expensive music players has begun.

Two...

They TOTALLY ignored the MASSIVE INCREASE of 50+% in the VERY EXPENSIVE and profitable desktop units.

So, we focus in on the slowing sales of $100 ipods and IGNORE the massive increase in $2,000 full featured units?

Some days I honestly believe that analysists could not figure their way out of a paper bag unless they ALL RAN in the same direction suddenly to puncture the sides and escape that way.

Sheesh.

You have SALES UP huge, you have VOLUME UP where it counts, and you have THREE NEW REVENUE streams, rental movies, the NEW MARKET the MacBook Air opens up, the ultraportable, and the revamped and improved Apple TV with DIRECT purchase from the net without even owning a computer, and what do they focus on?

The crumbs, YIKES, the crumb sales are slowing down, and they push off the table the main courses with MOST of the "calories."

And the end result?

The LEMMINGS all decide that DESPITE a rousing and encouraging INCREASE IN EVERYTHING THAT *COUNTS*.... they will exit now and chase FAILING BANKS as the best thing since sliced bacon.

NO WONDER year after year, 80% of them UNDERPERFORM the market averages.