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johnycarrs

johnycarrs
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  • The PC industry could lose 50M-100M units in annual sales by 2015 thanks largely to the impact of mobile devices, argues Barclays in a depressing report. Barclays, which is cutting estimates for Dell (DELL) and H-P (HPQ), forecasts PC sales will fall another 4% next year to 338M, and total just 311.5M in 2015. On the other hand, it expects tablet sales to reach 182M next year and 300M in 2016. Longbow is also downbeat, claiming checks indicate notebook orders are being cancelled; ultrabook demand is soft, and Intel and AMD are cutting prices. [View news story]
    Get a wireless keyboard, give it 2 years and you will be!
    Nov 12 06:45 PM | 1 Like Like |Link to Comment
  • China Telecom (CHA) says it plans to begin selling the iPhone 5 (AAPL +2.2%) in late November or early December, a little earlier than expected. During Apple's FQ4 call, Tim Cook would only say Apple expects a December Chinese launch. China Unicom's (CHU) chairman is more cautious in setting a timetable. Meanwhile, RBC is predicting Apple will finally reach a deal with China Mobile (CHL) in 2013, perhaps even before the Chinese New Year - the iPhone 5 doesn't support CHL's TD-SCDMA 3G network. (previous[View news story]
    ManoLive- you have to think 1 - 2 years from now where will it be.

    Apple is not Rim, Nokia, Look at David Einhorn's 14% position and belief it can become a trillion dollar company.

    People who use apple aren't switching but buying more products. The second hand market tells its own story, everyone wants these products, that trend will continue and grow.

    The market can be irrational sometime and this is a classic case and a classic opportunity.
    Nov 9 11:33 PM | 3 Likes Like |Link to Comment
  • China Telecom (CHA) says it plans to begin selling the iPhone 5 (AAPL +2.2%) in late November or early December, a little earlier than expected. During Apple's FQ4 call, Tim Cook would only say Apple expects a December Chinese launch. China Unicom's (CHU) chairman is more cautious in setting a timetable. Meanwhile, RBC is predicting Apple will finally reach a deal with China Mobile (CHL) in 2013, perhaps even before the Chinese New Year - the iPhone 5 doesn't support CHL's TD-SCDMA 3G network. (previous[View news story]
    They should do what it takes to get this china mobile deal done.

    600 million new customers, they have a $450 iphone 4, $550 4s and the premium 5 for $650 to cover the price points.

    I think it would mean at least an additional 30 million additional phones sold per year, probably way more.
    Nov 9 12:33 PM | 1 Like Like |Link to Comment
  • Where Is The Upside In Apple? [View article]
    They could just buy back 20% of the stock with that cash = earnings increase of 25% per share.

    Some financial engineering like IBM does would be an excellent option.
    Oct 31 03:17 PM | Likes Like |Link to Comment
  • Apples And Oranges - Is There Anything Beyond The iPhone/iPad Story? [View article]
    TV is coming, and people will be lining up around the street for it.

    I would be sure apple will go into the wearable computer glasses thing but unlike google bring it out when its ready- again people will line up around the street for it.
    Oct 31 02:31 PM | Likes Like |Link to Comment
  • Apple Investors Should Be Wary Of The Next Shoe To Drop [View article]
    Premium, the stock has traded at a cheaper valuation to the S&P and its competitors for years
    Oct 31 11:19 AM | Likes Like |Link to Comment
  • AIG: Why The Market Doesn't Matter [View article]
    I am also long AIG as well as AAPL

    But book values are being exaggerated in my view. In the same way we often here about apples 120 billion in cash with no mention of the 50 billion in liabilities and the tax issues with it mostly being off shore.

    I just think investors need to be aware of these issues and not be duped by the hype.
    Oct 11 03:18 PM | Likes Like |Link to Comment
  • AIG: Why The Market Doesn't Matter [View article]
    Important example of 'book value' for everyone.

    Citi valued their stake in smith barney at $22 billion on their balance sheet, it was sold for $13.5 billion.

    Book value OVERSTATED by nearly 63% here.

    Now where is the discount to book.
    Oct 11 08:58 AM | Likes Like |Link to Comment
  • AIG: Why The Market Doesn't Matter [View article]
    gelndokid- I am fully aware of the calculation.

    But the book value comes from a 'valuation' of their assets.

    Many banks and insurance companies trade at large discounts to book. I believe this is because the stated book value is not trusted.

    For example

    Citi valued their stake in smith barney at $22 billion on their balance sheet, it was sold for $13.5 billion. The 'book value' of this asset was overstated by nearly 63%.

    If the other assets are overvalued in a similar way which this example would suggest is probable then suddenly there is no discount to book.
    Oct 11 08:50 AM | Likes Like |Link to Comment
  • AIG: Why The Market Doesn't Matter [View article]
    There is no way the book value is accurate.

    I would like to see some analysis on the real book value of this company.
    Oct 10 06:31 PM | Likes Like |Link to Comment
  • Apple's Cash Position Is Overstated By $70 Billion [View article]
    Your DCF valuation is only useful in context.

    We need to see your valuation for google, amazon, ibm, microsoft etc

    Without that it looks like a useless apple bashing article, give it some context with these valuations please.
    Oct 10 01:22 PM | 1 Like Like |Link to Comment
  • One Risk To Apple's Business: The 'Cool' Factor [View article]
    People buy it because it works so well, thats what makes it cool!
    Oct 2 04:35 PM | 3 Likes Like |Link to Comment
  • Apple (AAPL) roundup: 1) iOS chief Scott Forstall, seen by some as Apple's future CEO, is drawing heat over the Maps debacle. The fact Forstall is also in charge of Siri isn't helping matters. 2) Japanese blog Macotakara claims iPad Mini production has begun at a Brazilian plant (presumably Foxconn's). 3) The EU is investigating Apple over its warranty marketing practices. 4) Piper's Gene Munster claims 16 of 20 surveyed U.S. Apple Stores were sold out of iPhone 5 units - is that due to huge demand, shortages, or both? (earlier[View news story]
    only 16 out of 20, that sound bad- they need to be completely sold out
    Oct 1 06:44 PM | Likes Like |Link to Comment
  • 3 Signs Apple Is Turning: A Rebuttal [View article]
    Very annoying, the sold all the stock they had and its a disappointment.

    Hate analysts
    Sep 24 05:36 PM | 3 Likes Like |Link to Comment
  • Without Steve Jobs, Apple Is Without A Map [View article]
    1 Jobs was there when they started buying mapping companies.

    2 The issue with maps is covered by the new phone and. 2 years apple will have a great mapping service well before any market share lost.

    3 Google maps on iPhone didn't have turn by turn, Apple maps adds functionality even if not perfect

    4 In a strategic sense a good decision by apple
    Sep 23 12:24 PM | Likes Like |Link to Comment
COMMENTS STATS
96 Comments
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