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  • "Something big is about to happen" that involves an Apple (AAPL) product, claims a source. The source adds she's seen a major increase in Apple-related auditing and customs paperwork, and is positive it has nothing to do with MacBooks or iPads. All signs point to the next iPhone not arriving until fall.  [View news story]
    Maybe the small screen iPad?
    May 2, 2012. 04:41 PM | 1 Like Like |Link to Comment
  • More on Nielsen's smartphone data: Though Android still has a market share edge over the iPhone, it's down from the 52%/37% split in its favor that existed from October-December. Recent comScore data suggested the iPhone's share gains were slowing down, though Canaccord's checks indicated otherwise.  [View news story]
    I definitely think going forward sales is a worry. I know it isn't empirical evidence, but my 18 year-old daughter wants to swap her iPhone(she claims to hate it) for an Android phone. This could be inline with the mixed data on the iPhone sales, though, which could a worrisome trend.
    Mar 29, 2012. 02:29 PM | 1 Like Like |Link to Comment
  • Apple Forces Short Sellers To Think Twice [View article]
    This doesn't look good to me. The stock is up over $100 in a month. This is $100B in market cap. That is 200 million iPads, gross, or 400 million iPads at a 50% margin. One of the main justifications of the 600 price was having $100B in the bank. That is $100 of the $600 price. If they spend $45B on dividends that takes $50/share off. Technically, the chart is not shaping up well here, either(Hanging man candlestick.) Latest impulse started at about $520. That looks like a $540 would be a 62% retracement. If it does come back, I will probably look at going long again.
    Mar 19, 2012. 04:46 PM | 1 Like Like |Link to Comment