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flabingo

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  • Apple lower amid report of muted China Mobile demand, price concerns [View news story]
    With Cook used the phrase "watershed moment", what did that mean? It seems that he was suggesting that after many months, Apple has just entered into an agreement with the world's largest Telephone carrier. But that happened on December 19, 2013. And CHL has been taking pre-orders since then
    The details have never been publicized, projected sales, price, and pre-orders. And which phone sold the most 5s or 5c What is unusual that this is the first such speech for Cook in over a year.
    The NYT article appeared on the front page, which tells us that it had senior editor's approval.
    Phillip Elmer Dewitt has posted 151 pictures from China on his twitter page.
    It would seem when the market opens on Monday we may know about the activity of the first weekend. In the USA, the beginning of the Christmas selling season begins about 30 days from Christmas. The Chinese New Year is in 14 days. And there is little conversation about the buildout of the 500,000 base stations 4G TD-LTE by the end of 2014 in China by CHL. and how it will affect the trading in of the old Iphones.
    In conclusion it seems that the NYT article was improperly written, when it spoke about the small crowds
    If Cook had stopped in the men's room to take a leak, might said and "Cook was nowhere to be found"
    Yellow journalism approved by the editor of the NYT? Shameful!!!
    Jan 18, 2014. 11:35 PM | 3 Likes Like |Link to Comment
  • Apple Is Thinking Longer Than Mr. Market - Margins And Average Selling Prices Will Reverse Trend [View article]
    The bottom line on Apple's stock price is "Apple a growth company with a PE that reflects it". With their great earnings, dividend, and cash, it is not enough. Look at Amazon, and explain why their PE is so high, compared to Apple
    Nov 29, 2013. 01:29 AM | 11 Likes Like |Link to Comment
  • Apple Would-Be Shorts: Bide Your Time, Apple's Run Will Be Over Soon Enough [View article]
    When I read this article, it suggests that he has the opinion that Tim Cook and top management does not have a passport to go to China. But it is possible that Cook has spent more time in China, than he has in the USA, in the last ten years, and know little about the potential of the market. It also suggests that there are not many buyers in China. To afford an overpriced IPAD.
    If you go to Las Vegas and ask what the biggest week is for the top casinos, they will tell you Chinese New Year.
    Let's see 10% of 700 MILLION people. Is 70 MILLION customers.
    The results in Japan, suggest that China will be a big big additional market for Apple. What if 25% of the factory workers making Apple products want one! And lower shipping time and costs.
    But to Michael's credit he has a big microphone, and people listen
    The question in China is not IF, but WHEN
    Nov 28, 2013. 02:59 PM | 4 Likes Like |Link to Comment
  • Apple Breaks Out [View article]
    CHL should raise PE, only question is will they wait for Chinese New Year.
    Three much improved products, iPhone 5S, IPAD AIR, IPAD MINI, and IPhone 5c suggests a big holiday.
    And today Walmart announced using an IPAD as a loss leader
    And a big improvement in the supply chain
    The Icahn and Cramer effect
    It is hard to imagine that the stock will not reach over 600 before the end of the year.
    P.S. HPX went up 9% yesterday
    And get up early tomorrow with your kids, and get in line at Walmart, so you can sell the IPADs on EBAY on the weekend
    Nov 28, 2013. 12:36 PM | Likes Like |Link to Comment
  • The 3 'S's Of Apple's 5S [View article]
    This would be a very bad time to be short Apple, and go on a hunting vacation, without any access to your broker for a week
    Nov 27, 2013. 11:58 PM | Likes Like |Link to Comment
  • The 3 'S's Of Apple's 5S [View article]
    It is amazing how much smarter Tim Cook and Company are today than Monday
    It the CHL announcement happens in December, and Tim Cook is right about an IPAD Christmas, we could be looking at a number starting with 7. If Google can go up 100 points in a day, this could happen to Apple.
    I guess we have to check the short positions now.
    Happy Thanksgiving
    Nov 27, 2013. 05:25 PM | 4 Likes Like |Link to Comment
  • Apple Breaks Out [View article]
    If they are successful with CHL, with India to follow, does this suggest it is a growth company with a much higher PE?
    Also their business model of being a designer and sales organization, as opposed to a manufacturer, seems to generate cash with growth quickly.
    I do wish they would improve their board, with some younger people such as Elon Musk
    I do not understand what Al Gore brings to the table. And the Burberry lady could replace the Avon Lady
    Nov 27, 2013. 03:08 PM | 2 Likes Like |Link to Comment
  • Apple Breaks Out [View article]
    Not only was this a great article but the posts are outstanding. Very informative! Bravo
    Nov 27, 2013. 12:42 PM | Likes Like |Link to Comment
  • Memo To Apple: Carl Icahn Is Right [View article]
    Make an unlocked phone which Apple finances. Then let the carriers compete for the business. It would simplify inventories and use the Apple cash
    Nov 23, 2013. 12:30 AM | Likes Like |Link to Comment
  • Memo To Apple: Carl Icahn Is Right [View article]
    I guess the word is leverage. It seems that a company that has grown very large internally, is not likely to buy a big company the way Google bought Motorola. Also they have very little plant and equipment, and make almost none of their products. When you compare their PE multiple to other companies like Amazon, you have the impression that they are not a growth company. But if you
    look at the Board of Directors and Peter Oppenheimer, you do not see youth and vision. While they do not reward the stockholders recently(two years), they pay their executives and board members very very well. Oppenheimer is worth 200 million dollars, and I doubt that he wants to grow the company. Al Gore who invented the Internet has 30 million dollars of Apple stock, and poor Tim Cook has no wife or family to enjoy his wealth.. Put Elon Musk on the board. Curious why Warren Buffet has not invested in Apple!
    But be assured if Steve Jobs was still running it there would not even be a dividend. But if Carl Icahn puts up 2.4 BILLION dollars! he should be allowed to have a microphone. What if Warren Buffet put up the money and asked the same question? The one thing that is not being talked about is the sales to China Mobile which could change everything overnight. Finally they could use their cash to lease phones instead if selling them.
    Nov 22, 2013. 08:55 PM | Likes Like |Link to Comment
  • On Apple And Vertical Integration [View article]
    Outstanding article. One alternative to their program is the Coca Cola system, of trade secrets. I think Kodak have a similar approach. Patents are very costly in terms of time and money to enforce and then Apple gets a Korean judge in their suit against Samsung. But accepting that verticle integration may not work for Apple, it brings attention to what to do with the excess cash, much of it being overseas. Also could it be possible that with current. Technology of robotic assembly, that a company with excess cash could buy a machine to dramatically cut costs. Your thesis also explains the secrecy of Apple at the design level. But having a major supplier, Samsung, without a moral compass is a problem
    Great article and responses
    Nov 20, 2013. 02:50 PM | 1 Like Like |Link to Comment
  • Apple's Hidden Holiday Gift To Investors [View article]
    Two things that would help Apple stock is a stock split of 10 to enable their customers and children be long term owners. Great present for their college education. Years ago General Motors played that role. . They should consider a program to reward frequent customers, like frequent flyers, and have a stock purchase plan for customers. Building a new class of long term investors is a big winner. And it will reduce the power of the traders.. Finally they should take some of the foreign cash and either make some parts there by themselves or co-venture with others. replace Samsung in the long run, and design a product for the Asian markets at a lower price point. It can be heavy on functions, and lighter on sizzle.
    With their customer list they could even lease their products and reduce the power of the phone companies.. Look how low their plant and property is, compared to Verizon, who does not have to change their towers very often.
    Nov 18, 2013. 02:34 PM | 2 Likes Like |Link to Comment
  • The Explanation Behind Apple's Gross Margin Decline, And Why The Future Looks Brighter [View article]
    I looked at the board at Google, and in addition to two college Presidents , from Stanford and Princeton, I saw a leading VC from Kleiner Perkins.. My two choices would be Elon Musk founder of Tesla, and Steve Jurvetson, one of the leading venture capitalist from the valley .i have a problem with Cook for two reasons, he got the Job by the untimely death of jobs! and being the most powerful gay man in the world is not a qualification that depends so much on family purchases. And the secrecy has been exacerbated by Cook.
    My first choice would be Warren Buffet.. And with the big customer base, and excess cash, why not finance the purchases of their products through leasing. With positive buy back pricing, since they have the best resale value
    Nov 17, 2013. 02:35 PM | Likes Like |Link to Comment
  • Apple higher following reports of strong iPhone sales, improving supplies [View news story]
    Excellent question.
    1. first of all Tim Cook does not pick the Board of Directors. They pick him, who are picked by the stockholders.
    2. I aware of McKinsey and other advisors. I would take the time and money to get their opinions
    3. My first choice would be Warren Buffet, since he has to be one of the most creative. Financial minds in the world. He created two classes of stock, one sells at 174,000 and the other at 103.00. Geico gives discounts to owners of Berkshire Hathaway stock.
    4. I would look outside the USA for their opinions
    5. I would also ask Icahn if he could recommend anybody.
    6. The question who has the interest to get other opinions and ideas, Not Cook, Oppenheimer, Al Gore, and the existing directors.
    7. We, the interested investors, have a voice, and maybe there is a way to mobilize it, by organizing and communicating with the execs and directors of Apple, whether by letters, tweets, or any other microphone. Maybe Bloomberg, now that he is retired would have an interest. I think George Soros is a stockholder.
    8. There are a number of outstanding venture capitalists, such has Steve Jurvetson, who may have Ideas
    But somebody must admit that getting other opinions would be a positive.
    9. New directors such as Elon Musk, Mark Zukerberg, would be a big positive
    Remember when General Motors was King of the mountain, but competition came along, and they went bankrupt. That would have been unthinkable 60 years ago.
    The best evidence to me is their balance sheet, and the fact that they have no money invested in property and equipment. And they depend on their major competitor to make their components.
    But to me the worse remark, was when Cook, said "We do not make Junk", suggesting that a Chevy is a piece of junk, and then tells us that the hiring of Miss Burberry
    who is not coming on board for six months is very very important.
    When I look at the resumes of Oppenheimer and Cook, I have the impression that they can be replaced with a much better person.
    Close your eyes and imagine if Warren Buffet bought the same amount of stock as Icahn.
    Nov 16, 2013. 04:09 PM | Likes Like |Link to Comment
  • The Explanation Behind Apple's Gross Margin Decline, And Why The Future Looks Brighter [View article]
    Look at the balance sheet of Apple. Less than 10% of its assets in plant and equipment. You would think they would have some vertical integration. It would help to have some trade secrets like Coca Cola has had for many many years. They are often much more powerful. Look what happened to Apple yesterday when one of the few American Korean judges threw out 80% of the damages against Samsung. You would think they could make some parts, with a bigger return than having it in cash. And their major competitor is is their major supplier. Finally do they need Walmart to sell their phones? Where people go for low prices. Nothing in his background or training suggests that Cook is qualified in financial planning or strategy. And Oppenheimer is the wrong guy.
    Nov 16, 2013. 01:13 PM | Likes Like |Link to Comment
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