VERONICA

Canaccord Bleak on Handsets, Sets Palm Target at $0

Sorry, one more thing... Which of those Apple products would it be that are starting to stagnate??

Walmart is going to be selling the iPhone and the iPod touch is selling like hotcakes... sure sounds like stagnation to me...

Sorry Eric, but imo, this Misek guy just isn't quite up to card table height, it seems.
Bad economy... sure, no more big ticket houses or cars, but do you really, truly think people are gonna stop buying iPods and iPhones and start buying Zunes and Razr's instead???

Veronica

Canaccord Bleak on Handsets, Sets Palm Target at $0

And Peter Misek is qualified how? Is he in the 90 percentile of financial analyst / predictors that ignore the impact of the most popular communications device ever released? Has he looked at the brand of computer that graces every college campus in the developed world? Has he looked in any kid's bedroom? Windows PC's may be saturated, but Apple's potential market share remains enormous.

In these times especially, people need to be concerned and responsible about what they proclaim or predict... especially if it is without acknowledging the overwhelming popularity and growth indicators contradicting their statements.

Thanks for listening.

Veronica

How Low Will Apple Go?

I don't know how low this drop will go and don't have a clue for market financials, but I do know that if you are long on APPL when the wheat separates from the chaff, which is happening now... you will have the ingredients you need to "make some bread." (sorry, couldn't help myself)


But seriously, as soon as the dust settles, innovative, well-run companies will remain standing and will be much easier to identify and valuate. Among them, Apple will shine brightly.

Thanks for listening.

VERONICA

Apple Fails to Deliver, and the Rally Fizzles

I get and appreciate your point(s) Zach, but at the same time think whenever someone plops one of these "new construction," Macbooks down on a table or desk, the envy will begin.

A lot of what drives MAC sales is and has always been visually striking product design. It's a thing of human nature and Apple seized upon it long ago... that all other things being equal, most people will choose the pretty one, every time.

Let's just see how the river runs on this one.

Best,
VERONICA

iPhone Sales Drastically Surpass Q4 Consensus; Apple Reaches 10m Goal

What? Apple has broken yet another record for sales, with devices that are beyond anyone else's imagination or capabilities and that the international public can't seem to get enough of?

The stock will probably go CRAZY and the analysts will go WILD!

I bet we see $75 per share today!

BIZARRO WORLD.

Veronica

Can Apple Withstand the Financial Sector's Fall?

I said this yesterday, but it applies here as well, so....

If not for a questionably legal, but definitely manipulative environment, a company that is doing great, has enormous popularity, has people standing in line to buy their products and an absolute "rainbow," of future opportunity, would have a stock valuation without sufficient fluctuation to attract heavy buy / sell activity.

SO... UNLIKE a long investor, the entire short sell community, every Wall St. Brokerage and virtually every financial media reporting entity needs "churn" (and the subsequent "news") generated by fluctuation to make commissions off of.

Ergo, a little negative news, a few pot shots, a few bad words at the Wall Street water cooler, a couple of nasty little asides to some institutional groups & whaddaya get?

SWING!!

Good old commission-gathering market SWING and loads of trashy news to report!

Thanks for listening.

VERONICA T. WOLFE

Apple: Major Bounce or Major Breakdown?

Many absolutely amazing companies get the shaft because of what I'm about to say, and Apple is one of the most prominent victims...

When a company is doing great, has enormous popularity, has people standing in line to buy their products and an absolute rainbow of future opportunity, their stock tends to stay pricey and not have sufficient fluctuation to attract heavy buy / sell activity.

SO... UNLIKE a long investor, the entire short sell community, every Wall St. Brokerage and virtually every financial media reporting entity needs "churn" (and the subsequent "news") generated by fluctuation to make commissions off of.

Ergo, a little negative news, a few pot shots, a few bad words at the Wall Street water cooler, a couple of nasty little asides to some institutional groups & whaddaya get?

SWING!!

Good old commission-gathering market SWING and loads of trashy news to report!

Thanks for listening.

VERONICA

Apple: Great Company with Lofty Valuation - Due for Pullback

Well thought out piece, but there are of course, alternative points of view to yours.

Here's one... if you see value breaking technology development and inspired application, Apple is only at the tip of their iceberg. They are incredibly forward thinking and continually create unique, trend setting items that people feel they MUST have.

Since Apple released the iPod, I've been in the stock and have always made way above market. So, until their innovation and product release cycle slows or stops, I'm in like glue.
Thanks for listening.
Veronica

Metrics, Mortgages and Analysts

Dear Cindy,

Thanks for continuing to accumulate and present fact-based reporting of Etrade. So much of the market analysis has become "Cramerized," with pure opinion and sensationalism that it becomes very hard to see what ground-floor sensibility even looks like. Thanks for the clarity... you are a beacon.

Hopefully someday your "colleagues," in the investment community will join you in writing articles that are based in reality.

Thanks for Listening.
VERONICA

Here's What Will Happen To Apple's Rivals

Michael,
It's nice to see a writer who "gets it." Thanks for weighing in. I've seen SO many articles that say something to the effect of, "Yes the iPhone is neat, BUT blah, blah, blah..." and most analysts certainly don't seem to get it.

The iPhone, like the iPod before it, is both a technological AND social marvel that PEOPLE are waiting in line to get their hands on. It's this double whammy and subsequent desire that should be making the investment community pay attention.

Thanks for listening.

Veronica

E*Trade's 'First In, First Out' Position: Yes, 111M Shorts Can Be Wrong

I'm with you Ben. It is a risk, but I believe only because of financial market volatility. However, financials WILL recover, (they HAVE to), and ETFC IS a well-run company with money, customers and a great product.

So, if financials regain just a little investor confidence, ETFC will become a very obvious stand-out & we'll ride it to $8+ before the year end.

Thanks for listening.

VERONICA

E*Trade's 'First In, First Out' Position: Yes, 111M Shorts Can Be Wrong

ORCA,
I'm not a chicken & I don't cluck, but I DO know how to make a buck. Say all you want, but I have done well following what I'm saying... Stay long on GOOD stocks and OCCASIONALLY take advantage of market dips to take some profit. ETFC, I'm betting, is a GOOD stock, based on the discernable facts. I realize there are other tactics and certainly other ways to make money, but this works for ME.

Cindy reminds me a lot of Georges Yared, who rode Dell, Akamai, Apple and Crocs to the top of the pile. (i was there too) She may fluff us excitables up a little to keep the interest level high, but she does represent the facts. As such, she's way okay by me.

SLICKFLICK, I agree with you about ETFC's recovery, which is why we're all here, right? I think you're pretty dead on in your assessment. I also think you're right about ORCA...a helluva writer and mischief maker. ORCA... come to the light side of the force...

Long & Strong
Veronica

E*Trade's 'First In, First Out' Position: Yes, 111M Shorts Can Be Wrong

Dear Orca,

Thanks and I DO see your point. I hope you see mine as well. Cindy may be a raving fangirl (though I don't believe she is), of ETFC and the market MAY tank tomorrow... BUT that doesn't change the positive and verifiable FACTS of ETFC's (or any other good companies') potential and associative trajectory for growing value and worth... which in turn equates to shareowner VALUE.

I say the chicken came first.
Veronica

E*Trade's 'First In, First Out' Position: Yes, 111M Shorts Can Be Wrong

ANY OF US, who hold positions with any good company, can experience big gravity purely as consequence of poor performers in their associated market(s)... or by market declines as a whole. There are simply some ill-run, risk damaged companies out there that drag everything down and the economy IS running tough.

AND THEN there are the ankle biters like "Orca," (author of the 1st comment) who would play devil's advocate to a gold mine. Some of these types, when empowered by print or televised media, can gain enough weight to actually depress an otherwise sound investment. Notoriety, while entertaining, can have a bad effect on a good thing.

SO go with the FACTS... on any company. They are bankable. And unlike baseless opinion and "I want my blog published," market drivel, they will carry you to profit, even if you have to slog through the gutters to cross the street.

THANKS for the facts. You present them well.

Veronica