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Bugsyjack

Bugsyjack
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  • Avian's Blaine Carroll cuts his Q2 estimates for RF component vendors Skyworks (SWKS +1.6%) and TriQuint (TQNT +1.9%) out of a belief iPhone (AAPL) builds are weak. Carroll thinks only ~20M iPhones were built in the June quarter, down from a prior estimate of 25M and below iPhone sales forecasts of 28M-30M, due to Europe's problems and next-gen iPhone anticipation. Other suppliers with heavy iPhone exposure: CRUS, AVGO, BRCM, QCOM. (also)  [View news story]
    Avian's Blaine Carroll is out on a limb on this one. If he's right, he'll be a hero, if he's wrong, his guestimates will just get buried with the others. Remember Elaine Garderelli (spelling?)? She got a "sell the market" call right about a decade ago. CNBC had her on regularly for 3 years after that. She faded away by not getting another correct call and that was that. I think these guestimaters are just looking for a moment in the spotlight.
    Long Apple stock and love their products and business. Fortunate to be kinda close to a Mac store in Rancho Cucamunga, Ca.
    Looking forward to the "5". Can't be that far off, then I'll slip my wife my 4S which is super to me. She's coping with a Blackberry for now. Poor girl. I feel bad but she says she'll wait for my 4S. Bless her heart.
    Also, we love our IPad (retina display) and Mac Pro.
    Thanks for reading.
    Jul 14, 2012. 10:27 AM | Likes Like |Link to Comment
  • Apple's Next Hurdle [View article]
    A good point on the value of a dollar. Never thought of it that way.
    Jul 12, 2012. 11:51 AM | Likes Like |Link to Comment
  • Beware Apple's Concentration And Margin Risk [View article]
    Here is a cut from your article:
    Therefore, each iPad mini sale means that one consumer who could've bought an iPad won't. If 20% of potential Apple customers chose the iPad mini over the iPad, Apple would lose significant revenue.
    My comment on this is:
    There is not a defined number of tablet buyers out there. There is more this year than last year. There will be more next year. The "mini" is competing with other 7 inch tabs. Yes, they will not sell both sizes to each customer, except for us irrational Apple fans (get a clue).
    How 'bout this one:
    Thus, as Yacktman says, they will be forced to continue innovating and lower prices.
    My comment: Yacktman thinks that once a co. succeeds, more innovation shouldn't be needed? Cutting prices is an Apple option when they need to.
    Thanks for reading.
    Jul 5, 2012. 12:30 PM | 1 Like Like |Link to Comment
  • Apple's Q4: Things To Look Forward To [View article]
    All co's go sideways from time to time. If it was easy to "guess" the market, we'd all be rich. Apple will get going, just don't know when. I'm long and patient. Good article/analysis.
    Jul 2, 2012. 12:13 AM | Likes Like |Link to Comment
  • The Apple 'Buy Zone': Is It Time To Take Another Bite? [View article]
    I'm an Apple product owner (pods, phones, Mac and pad) and a holder of AAPL shares.
    If I was new to the market and never heard of Apple until today, and read about their product line, history of earnings, projected guesstimates, expansion into China, etc, and then look at the price of the stock and PE, I really believe I would shake my head and wonder, "why is this stock going sideways?", other than a period of consolidation?
    I'm going to keep buying their products ('cause they work), hold the shares (long), and probably keep reading these bull/bear articles, 'cause they're entertaining.
    Jun 27, 2012. 10:31 AM | 2 Likes Like |Link to Comment
  • Any Weakness In Apple Is A Buying Opportunity [View article]
    Well, I'm an Apple customer and to be honest, never even picked up one the competitor's phones or pads. I have owned their PCs & desktops which I'll never(!) go back to. I can't predict so I'll just wait to see if the Surface, surfaces.
    Jun 19, 2012. 03:03 PM | Likes Like |Link to Comment
  • Posner Gives Apple One More Chance [View article]
    Yup Goog wins, the dirty dogs. Sale of their phone will not be blocked here in the US, although I feel it should. Copycats. Period.
    Jun 16, 2012. 04:08 PM | 1 Like Like |Link to Comment
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