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richard McDonough

richard McDonough
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  • Apple Is Slowly Rotting: Rosy Financials Mask Competitive Disadvantage And Souring Future [View article]
    Mr. Tomasi, there are always fools who say foolish things to gain attention. Delaney seems to fit that characterization. Let us revisit this in twelve months and see how this death story held up.
    Apr 24 02:29 PM | Likes Like |Link to Comment
  • Pay-TV eye the future as video subscribers decline [View news story]
    It is obvious that mot enough people use your site. Hm..
    Mar 19 07:22 PM | Likes Like |Link to Comment
  • Apple Is Slowly Rotting: Rosy Financials Mask Competitive Disadvantage And Souring Future [View article]
    See Michael's analysis of the Orgone Box.
    Oct 27 05:59 PM | Likes Like |Link to Comment
  • Verizon to start $50B bond offering tomorrow - report [View news story]
    Going to go out of stock Monday. Bad, bad plan.
    Sep 9 12:02 AM | Likes Like |Link to Comment
  • U.S. Small Cap Growth ETF Rankings [View article]
    I am happy with the Vanguard and see it has a mediocre Morningstar, though it appears that in its field it is strongest. Perhaps that is why I am dropping a Morningstar sub.
    Sep 7 12:18 AM | Likes Like |Link to Comment
  • Arena's Belviq Does Not Fare Well With Consumer Reports [View article]
    Right, CR, be virtuous. Chew thoroughly, brush before going to bed. Love your mom and eat your greens. CR is useful in many ways, but this Calvinism of the patrician is beyond belief.
    Jun 14 01:06 AM | 14 Likes Like |Link to Comment
  • Apple (AAPL): FQ2 EPS of $10.09 beats by $0.02. Revenue of $43.6B (+11% Y/Y) beats by $1.1B. 37.4M iPhones, 19.5M iPads, just under 4M Macs. Expects FQ3 revenue of $33.5B-$35.5B, below $39.3B consensus. Buyback increased by $50B. Shares halted. CC at 5PM ET (webcast). (PR[View news story]
    http://on.mktw.net/17g...
    Apr 23 05:03 PM | Likes Like |Link to Comment
  • Apple (AAPL): FQ2 EPS of $10.09 beats by $0.02. Revenue of $43.6B (+11% Y/Y) beats by $1.1B. 37.4M iPhones, 19.5M iPads, just under 4M Macs. Expects FQ3 revenue of $33.5B-$35.5B, below $39.3B consensus. Buyback increased by $50B. Shares halted. CC at 5PM ET (webcast). (PR[View news story]
    Oh, yes. Declaring bankruptcy soon, Duh.
    Apr 23 04:59 PM | 8 Likes Like |Link to Comment
  • Apple (AAPL -0.1%) roundup: 1) 9to5 Mac has noticed an Apple job listing for a "display specialist" to work on "emerging display technologies such as high optical efficiency LCD, AMOLED and flexible display." iWatch rumors have mentioned a flexible display. 2) In-line with earlier scoops, the Korea Times reports Apple has shut out Samsung from A7 processor development in favor of TSMC (TSM) and its 20nm process. This suggests A7-based hardware will arrive in 2014. 3) Morgan Stanley expects a "killer app" to be launched for the iPhone 5S, and names a mobile payment solution as a possibility. [View news story]
    Apple is an innovative company, it knows what it needs to do to sustain growth, and it has the capacity to do it. The irrationality of the marketplace has never been more evident than in the treatment of its stock. But staying the course will prove the right one for investors.
    Apr 11 02:29 PM | 3 Likes Like |Link to Comment
  • "The Street went from thinking Tim Cook has to provide some revolutionary product to now thinking he won’t even do the obvious things. I think it’s logical they will," asserts Walter Piecyk on CNBC (video), defending his upgrade of Apple (AAPL +1.1%). One of those "obvious" things is a cheaper iPhone, which Piecyk expects will add $11B to FY14 revenue while lowering Apple's gross margin by 200 bps. He sees total FY14 iPhone revenue growth of 15%, with units growing over 30% to 190M (152M high-end iPhones + 38M cheaper ones) and ASP falling below $550 from FQ1's $641. [View news story]
    silly
    Mar 15 03:52 PM | Likes Like |Link to Comment
  • Apple: Is Tim Cook The Next Steve Ballmer? [View article]
    Enormously different companies with enormously different records. Apple made a near perfect OS while Microsoft continued to revise a poor OS like Topsy and How She Grew. The next NEW was the old with more code in search of a fix. Apple was a heavily coded program with real revisions.
    And Apple is a hardware firm.
    So how do you compare them? Perhaps soon when the latest sortie into the hardware business can be evaluated. My guess is that Microsoft will not show much gain. Who knows. We shall see.
    Ballmer is truly the old Apple ad CEO. Cook is yet to be seen in three dimensions given a short history. We shall see,
    Feb 20 09:02 PM | Likes Like |Link to Comment
  • 'Cannibalization' Isn't Really Bad News For Apple [View article]
    The dependence on the Chinese for manufacture is a bit of a problem as they have not been delivering what is needed. Would Saint Jobs have held the product up until the chain was perfect? I don't know. But over time the Mini will be enormous.
    When all is said and done, when you compare the iPad and the Mini with any other available product it is rather like a comparison between one of my favorite (sentimental favorite) automobiles, the MG-TC and an Aston Martin.
    Apple sets the highest of standards. Everything else is a wannabe. Ultimately that qualitative difference tells the story.
    Dec 28 06:12 PM | Likes Like |Link to Comment
  • 'Cannibalization' Isn't Really Bad News For Apple [View article]
    That baby is a bit long in the tooth for the incubator, don't you think??
    (I am short and hate AMZN.)
    Dec 28 06:07 PM | Likes Like |Link to Comment
  • 'Cannibalization' Isn't Really Bad News For Apple [View article]
    Great, indeed. Let the breast beaters begin their laments.
    Dec 28 06:06 PM | Likes Like |Link to Comment
  • 'Cannibalization' Isn't Really Bad News For Apple [View article]
    As I wrote somewhere else, a market that punishes a stock selling for about 10 times earnings while Netflix sells for some 100 times earnings, is nuts. The quality of the companies, the cash, the per share underlying value, makes no sense. But who ever said the market made sense?? This market only elicits Oy Veys from me.
    Dec 28 06:05 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
63 Comments
74 Likes