Seeking Alpha

Internal Source

Internal Source
Send Message
View as an RSS Feed
View Internal Source's Comments BY TICKER:
Latest  |  Highest rated
  • The iPhone 5 (AAPL -0.1%) is announced. It's 7.6mm thick and weighs just 112 grams - that makes it 18% thinner and 20% lighter than the iPhone 4S. As expected, it has a 4" retina display (still much smaller than many Android phones), A6 processor (said to be 2x faster than the A5), and 4G LTE support. Apple also boasts the new display delivers better image quality thanks to its use of in-cell touch panels. (live blog) (more[View news story]
    Presentation isn't even done yet and already you're panning the thing? Seriously... you should be buying at 658, not panning it!
    Sep 12 01:42 PM | 1 Like Like |Link to Comment
  • Google (GOOG) releases the latest version of its YouTube app for the iPhone and iPod Touch, which will feature thousands of additional videos as well as advertising for the first time, but won't come pre-installed on Apple's (AAPL) products. Google also discloses that mobile devices account for a whopping 1B video views a day. (Google blog[View news story]
    Great - more ads that I'll ignore, or - worse - dislike the company (and GOOG itself) for getting in the way of my content experience. Don't know why the world can't see that GOOG is nothing more than an advertising agency (and value it properly).
    Sep 11 01:04 PM | 1 Like Like |Link to Comment
  • What Happens If The iPhone 5 Flops? [View article]
    I know. He says it's PE related but doesn't give any "E" or comment on the validity of the multiple! Oh well... there are lots like that.
    Sep 11 01:02 PM | 1 Like Like |Link to Comment
  • What Happens If The iPhone 5 Flops? [View article]
    You haven't referred to an earnings number or a multiple. What are they?

    And "way high" is a subjective statement; estimates are just that, estimates. Who says they're too high? You have a crystal ball?


    You really need to polish up your game here on SA or else you'll quickly be known as a "know nothing" whose posts or replies (God forbid, contributions) are ignored and jeered at.
    Sep 11 01:01 PM | Likes Like |Link to Comment
  • What Happens If The iPhone 5 Flops? [View article]
    Can you explain, using investment mathematics, how it is priced in already?
    Sep 11 02:46 AM | 1 Like Like |Link to Comment
  • The iPhone 5 will support 4G LTE networks in both the U.S. and international markets, sources tell the WSJ. Apple (AAPL) has been widely expected to include LTE support in its next-gen iPhone, given growing deployments from top carriers and the fact most rival devices now support LTE. Apple's move could help U.S. LTE coverage leader Verizon grab share, and increase the value of the chip content provided by iPhone suppliers Qualcomm (QCOM) and Skyworks (SWKS). [View news story]
    If so that would be massive news, with a huge market unlocked after a painful wait. Hope you're right. Was that the only one big technical issue about the phone? I heard things about the CHL network not being compatible, even with 2G 'Edge' (garbage slow) or worse. Would a phone supporting that technology open up the tech issue and leave only the commercial?
    Sep 10 03:04 AM | Likes Like |Link to Comment
  • Take A Bite Out Of Apple [View article]
    Perhaps the most irritating thing I heard about AAPL last week was Dan Nathan on CNBC's Options Action (a show which I revere, nonetheless) - something like "if this thing looks anything like the current phone, this stock is in for major trouble..." - it's like, what kind of new form factor are you people wanting or expecting? Ultimately it's got to be "evolutionary" as even the 4 was the same "phone" shape and design, just a different casing, etc. with many updates not visible to the naked eye. If AAPL came out with some kind of odd teardrop or other shape, then they'd say, "whoa... this is too radical, consumers won't go for it, this stock's going to be hurt bad..." etc. The unenthused will basically use any argument to talk their own book.

    The usual critics will pan "more of the same" if the leaked 4 inch device is indeed the phone, but the sales will tell the story. I'll be getting one. Hoping for an all-aluminum back a-la-iPad and iPod Touch - won't need to worry about the glass breaking so much and a nice clear ultrathin Belkin Snap Shield (like I have on my iPad) will show the mod silver color and maintain the form factor nicely without allowing all the metal scratches.
    Sep 10 03:01 AM | 2 Likes Like |Link to Comment
  • Apple: Take The Money And Run [View article]
    So what? GDP is meaningless in terms of the equity market's valuation. There are plenty of companies whose market cap is larger than the entire economy of various countries - who cares? This whole "it can't be, because..." argument just sounds like a kid saying, "but the grill's temperature just can't be 400 degrees Fahrenheit, that would be 5 or 6 times what it is outside right now!..." - so what? Is there a rule or law or something somewhere that limits these things?
    Sep 8 12:52 PM | 4 Likes Like |Link to Comment
  • 5 Apple Risks Revealed [View article]
    The biggest risk to AAPL is that I waste time reading this pedestrian article and spend less time on iTunes or the App Store buying stuff. Haw-haw...
    Sep 8 12:45 PM | 7 Likes Like |Link to Comment
  • The iPhone 5 will support 4G LTE networks in both the U.S. and international markets, sources tell the WSJ. Apple (AAPL) has been widely expected to include LTE support in its next-gen iPhone, given growing deployments from top carriers and the fact most rival devices now support LTE. Apple's move could help U.S. LTE coverage leader Verizon grab share, and increase the value of the chip content provided by iPhone suppliers Qualcomm (QCOM) and Skyworks (SWKS). [View news story]
    If they ever conclude the China Mobile deal, this stock will go wild. It's the nail in the China strategy and with 4G LTE, isn't it now compatible? Not sure about the tech issues on their network? Or I guess they could create an iPhone 5-China Version that works there. Maybe that's the "..one more thing..." on 9.12? Wish it were.
    Sep 8 12:44 PM | 1 Like Like |Link to Comment
  • Apple: Take The Money And Run [View article]
    Just when I thought I'd read the worst-written articles on SA about AAPL, I then read this one. Don't know where to start, so I'll let my colleagues take the lead...
    Sep 7 05:31 PM | 48 Likes Like |Link to Comment
  • 2 Strategies For Making Extraordinary Returns With Apple Options [View article]
    Great piece. Do a few more on AAPL over time; you're now in the ranks of the "readable" AAPL article writers now (while so many are unreadable, not informative, etc.) such as the likes of Bill M., Stephen R., Rocco (so disagreed with his Jobs fetish thing but his writing was entertaining anyway), Paul Z., Jason S., etc.
    Sep 7 03:05 PM | Likes Like |Link to Comment
  • 2 Strategies For Making Extraordinary Returns With Apple Options [View article]
    Bull call spreads should have a zero margin requirement (you're short an upside call but your downside call 'covers' that, if the ratio is 1:1) so you could do this if you have the capital to cover the cost of the trade and only if you're approved to trade options spreads - there are various levels of options trading that get approved upon application.
    Sep 7 02:58 PM | Likes Like |Link to Comment
  • 2 Strategies For Making Extraordinary Returns With Apple Options [View article]
    Agreed - and good trading/investing discussion as well - suprised and glad that we don't see the nasty "fanboy"-name-calling posts from the usual RIM/Samsung/NOK/MSFT/AMZN trolls yet!...
    Sep 7 02:34 PM | 1 Like Like |Link to Comment
  • 2 Strategies For Making Extraordinary Returns With Apple Options [View article]
    DJ - you do tie up more capital but you give yourself a wider cushion in case the stock falls. You could buy AAPL Jan 13 675s right now but if you buy the 625s, or the 600s, you'll still reap some reward even if it closes at, say, 630, or 627, versus a total loss of capital on the 675s. I guess it depends on the strategy and trader's appetite for risk. I really only use options as stock replacement for AAPL and selling some premium to "create" a dividend; I'm not trading in and out of at the money calls or long-dated LEAPS, etc. as I doubt I could time it right, but some prefer that and that's good too.
    Sep 7 02:31 PM | Likes Like |Link to Comment
COMMENTS STATS
313 Comments
609 Likes