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  • Whisper Number Impact: Apple Expectations Showing Restrained Confidence [View article]
    Agree generally but I don't think the street cares much about YoY Q comparisons so much now; we all know that the 4Q '11 was completely different from 4Q '12 (with the new phone released early, impacting some sales, etc.) I think the QoQ comparisons will be the issue - which one would think would be good? - and the outright sales numbers, and most importantly, the guidance based on all the new products. They look great but what do they expect to supply (most important) in the Q? We know the demand is there. If guidance is very strong we'll see a rally. If not, and everything is a little murky, the above scenario will play out for 30 days or so. It's the Q1 that makes or breaks this stock, I believe.
    Oct 25, 2012. 01:51 PM | 1 Like Like |Link to Comment
  • What's All The Hubbub About Over The iPad Mini Pricing? [View article]
    mini will indeed cannibalize the iPad - the 2, that is.

    Those who want the bigger form factor with retina display will buy the 3 or the 4.

    I think leaving the 2 in place is more of a play for educational markets - they still buy it since it's cheaper, and perhaps the larger size is more conducive for in-class work for older students.

    K-6 will love the mini - if only school districts can afford them.
    Oct 25, 2012. 08:41 AM | Likes Like |Link to Comment
  • What's All The Hubbub About Over The iPad Mini Pricing? [View article]
    "The $329 crosses the psychological "x99" price point (which Internal Source seems to miss)"

    Of course I get it. $299 is "cheaper" than $300. I always laugh at the gas station when the price is, say, $3.59 - AND 99/100 cents or something!...

    Not only do I not miss that point, I think any serious buyer of electronic goods (or other high-cost hard assets) needs to think about cost versus benefit over time, and quality. Sadly, most don't.

    That said, I would bet the farm that the mini will be sold out upon release, and AAPL will sell, with not one complaint from buyers, every iP5 and mini it can make between now and January (except perhaps the most expensive versions which tend to be less in demand).
    Oct 25, 2012. 08:38 AM | Likes Like |Link to Comment
  • What's All The Hubbub About Over The iPad Mini Pricing? [View article]
    We should be calling it an "8 inch" actually since the screen is really as big as would be on the competition's tablets if they were 8 inches and not 7. Steve_S - I think it's (c.) in your list of tablet buyer issues. Most people pay cheaply the first time around - feels better psychologically - but then they buy twice rather than once, in a period of time, when that first time purchase fails or needs replacement. I know guys who buy Mercedes sedans and run them for 200k+ miles; sure they're expensive the first time around, but the net cost (assuming the Chevy buyer buys 2 cars in those 10 or so years) is less, and you get better quality.
    Oct 25, 2012. 08:33 AM | Likes Like |Link to Comment
  • Buying Opportunity: Apple Will Miss Fourth Quarter Earnings Expectations [View article]
    Your numbers are completely off compared to Maurer's, who uses the actual Street estimate from Yahoo and other sources. The Street does not "expect" $10 EPS. Check your figures (and go read Maurer).
    Oct 24, 2012. 12:42 PM | 3 Likes Like |Link to Comment
  • What's All The Hubbub About Over The iPad Mini Pricing? [View article]
    Same consumers who say, "geez, $329?... I'll get the Samsung for $299..." are probably spending $50 a week on sodas, coffees, smokes, etc. without knowing it. Those who prefer the $199 tablet are, simply, the Hyundai buyers in a Mercedes market - don't need them, really, for now (and they're also spending $100+ a month on their Diet Cokes, Dunkin' Donuts coffee and Marlboros..)

    The perception of price, value and costs, is an interesting study that I wish someone would do, using tablets (fixed assets, generally bought only once every year or two or so) and consumables that are essentially wastes in all ways (no nuitrition, just mouth entertainment, really). How does the flyover state consumer perceive the costs versus value and long-term benefits (or losses)?
    Oct 24, 2012. 12:33 PM | Likes Like |Link to Comment
  • What's All The Hubbub About Over The iPad Mini Pricing? [View article]
    Cheaper to what, $299? It's THIRTY BUCKS... most people spend more than than on Starbucks (speaking of 'bucks') in a week, on their venti lattes etc. How perceptions cloud reality... interesting cognitive science study, on how that big $30 difference means all the world to the Street, whereas the wasted $30 on sodas and low quality coffees spent on a weekly (not even one-time!) basis are ignored.
    Oct 24, 2012. 12:29 PM | 2 Likes Like |Link to Comment
  • What's All The Hubbub About Over The iPad Mini Pricing? [View article]
    Adnan Pirota lives in Albania and claims to be the CEO of a company named "Cyberspace" there (or in Kosovo). Check his LinkedIn profile. He claims he has a monthly salary of only $600 but somehow he was able to buy the Samsung tablet. He doesn't own any stock in either company (so zero street cred) and he is a AAPL bash-boy. Most comments are snide one-liners or other "Apple is crap" snippets. Just ignore him. He'll go away.
    Oct 24, 2012. 12:26 PM | 4 Likes Like |Link to Comment
  • Cramer And Apple [View article]
    You really don't think an iP5 and iP4S are distinguishable? I stood my 4S next to a guy's 5 and it looked tiny and old. Can't wait for my unlocked 5 to arrive.

    OK, so your article was fine NYT-style rhetoric, but what about some numbers?
    Oct 24, 2012. 06:19 AM | 2 Likes Like |Link to Comment
  • Cramer And Apple [View article]
    Hardly a repackaging or shrinking of the product line. Jony Ives explained why just a "reduction" wouldn't cut it. Screen size is huge compared to other same-sized tablets. By the way, the various iterations of the iPod nano and the MacBook Air are arguably "shrunken" versions of the bigger brethren, and guess what - they sold like hotcakes (still do for the Air) and often as a complementary product to an Apple product someone (or someone in the family) already has.
    Oct 24, 2012. 06:17 AM | Likes Like |Link to Comment
  • Cramer And Apple [View article]
    I think you invalidated your arguments. There were numerous mp3 players before the original iPod. Was the iPod (and the product run it started) a reaction to competition? If so, great. Ultimately it won. As, in tablets, this one will. But for some reason you see all other Apple products except this one, as "seizing on opportunity", and this one as some sort of knee-jerk channel filler. Let's see the thing and use it before we criticize.
    Oct 24, 2012. 06:13 AM | 4 Likes Like |Link to Comment
  • Apple $1000: Why It's Time To Buy [View article]
    What an interesting debate.

    Are you short AAPL and long NOK?

    That's the real question. Do you have money at work to back up all your posts?
    Oct 22, 2012. 04:32 AM | 3 Likes Like |Link to Comment
  • Apple $1000: Why It's Time To Buy [View article]
    It's not the PE, but more the PEG ratio. How much are investors willing to pay for growth. PEG for AAPL is well under 1, which indicates extreme undervaluation versus its trailing and projected growth rate. It's a value stock actually, with a high growth component. Margin compression is usually due to low or perceived low growth rates. You'd need to back up your claims with numbers that illustrate projected growth slowing for AAPL in the next 1-2 years. Can you? Naah, didn't think so.
    Oct 17, 2012. 03:38 AM | 3 Likes Like |Link to Comment
  • Apple $1000: Why It's Time To Buy [View article]
    Challenge to all AAPL-naysayers: back up your assertions with numbers.

    Earnings projection and multiple and target price, please. And the basis for those numbers.

    Without that, you're merely a high school essay writer at best.

    Denial of facts? OK provide some concrete "facts" then.

    I challenge every AAPL-basher to do this. If those facts are good, I might agree and join the crowd. They haven't been up to now.

    Numbers, please. It's all about the numbers.

    That goes for you too, Rocco moved-up-to-the big time Pendola - your "no more Jobs, bad AAPL" story needs to be supported by earnings projections and multiples and price targets. Otherwise it's worthy only of a ladies' daytime talk show.
    Oct 17, 2012. 03:32 AM | 5 Likes Like |Link to Comment
  • Apple $1000: Why It's Time To Buy [View article]
    Spent an entire month's wages on it, I guess?
    Oct 17, 2012. 03:28 AM | 3 Likes Like |Link to Comment
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