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  • September 10 May Be A Great Time To Put On An Apple Short [View article]
    Yes, I agree with terry, it is an extremely dangerous short position to be in. To pit one self against recently acquired billions of dollars of long positions made by legendary managers of so-called hedge funds. It can be an extremely lonely place to be boxed in with very slim staying power. There are better shorts out there to position oneself without this type commensurate risk. If for anything else, AAPL's bottom price range has been set this week.
    Aug 14 04:04 PM | 7 Likes Like |Link to Comment
  • Apple's China Growth Not As Strong As It Appears [View article]
    It is difficult to view Apple as a technology value stock without the growth component. Because unlike MSFT,INTC and Cisco, Apple does not have a near monopolistic lock on the industry it is competing in. It is in fact in one of the most ruthless, unforgiving industries currently (look back at Nokia,RIM and Motorola plus the fact that the iphone is less than 5 years old). Specially in the biggest potential market for Apple-Greater China, a lot of Apple's success is riding on Apple being on the cutting edge not only in technology but in "fashion". The Chinese consumer market like most emerging markets is extremely fickle-minded and as far as cell phones(just like watches or other accessories) are concerned the successful sale of these products are very much dependent of them being an "in" product in the Western world.
    Jan 29 01:37 PM | 1 Like Like |Link to Comment
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