Buffeted's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/287530/comments http://seekingalpha.com/article/149936-why-apple-will-blow-away-forecasts-this-quarter?source=feed#comment-595624 595624 This will be a blow out record quarter because of two things: 1. Outstanding iphone sales and 2. Outstanding Mac book sales. The later being the surprise this quarter. Especially to those who didnt pay attention to NPD's numbers released today.
I see Gross Margin Percentage at 36% and guidance at 33% again.]]> Mon, 20 Jul 2009 17:09:57 -0400 This will be a blow out record quarter because of two things: 1. Outstanding iphone sales and 2. Outstanding Mac book sales. The later being the surprise this quarter. Especially to those who didnt pay attention to NPD's numbers released today.
I see Gross Margin Percentage at 36% and guidance at 33% again.]]> http://seekingalpha.com/article/147873-apple-great-products-great-investment?source=feed#comment-580503 580503

On Jul 09 09:45 AM Julian Ivan-Alexander wrote:

> "There is a lack of visibility about future sustainability. There
> is a lack of visibility about future direction. There is a lack of
> understanding about future cash flow. Can it keep its innovation
> engine going on forever?"
>
> There is a lack of visibility in this article about taking cues from
> a company's past behaviour to predict its future. Apple innovates.
> Its in its DNA. The iPod? Written off as a failure. The Apple Stores?
> Written off as a retail "lights will be out in two years failure."
> The iPhone? Written off as an overpriced toy which would only ever
> enjoy a niche product status. The iTunes store? Oh "it doesn't make
> a profit so what's the point." The App Store? "Oh it'll never be
> a big deal - discount it, its meaningless."
>
> The cost of a share of AAPL right now? $137
>
> The value of innovation? Priceless
>
> The price to Apple of its relentless refusal to please writers and
> analysts by giving them what they think their readers want instead
> of what their customers really want? Boneheaded analysis and a share
> price 50% too low.]]> Thu, 09 Jul 2009 10:25:38 -0400

On Jul 09 09:45 AM Julian Ivan-Alexander wrote:

> "There is a lack of visibility about future sustainability. There
> is a lack of visibility about future direction. There is a lack of
> understanding about future cash flow. Can it keep its innovation
> engine going on forever?"
>
> There is a lack of visibility in this article about taking cues from
> a company's past behaviour to predict its future. Apple innovates.
> Its in its DNA. The iPod? Written off as a failure. The Apple Stores?
> Written off as a retail "lights will be out in two years failure."
> The iPhone? Written off as an overpriced toy which would only ever
> enjoy a niche product status. The iTunes store? Oh "it doesn't make
> a profit so what's the point." The App Store? "Oh it'll never be
> a big deal - discount it, its meaningless."
>
> The cost of a share of AAPL right now? $137
>
> The value of innovation? Priceless
>
> The price to Apple of its relentless refusal to please writers and
> analysts by giving them what they think their readers want instead
> of what their customers really want? Boneheaded analysis and a share
> price 50% too low.]]> http://seekingalpha.com/article/146494-did-apple-steal-the-palm-pres-thunder?source=feed#comment-570174 570174 Wed, 01 Jul 2009 12:58:13 -0400 http://seekingalpha.com/article/133832-apple-s-media-tablet-will-cause-the-stock-to-rocket?source=feed#comment-482209 482209 Wed, 29 Apr 2009 07:42:51 -0400 http://seekingalpha.com/article/133115-looks-like-we-re-still-a-blackberry-nation?source=feed#comment-477239 477239 Sat, 25 Apr 2009 16:23:28 -0400 http://seekingalpha.com/article/117049-if-apple-does-correct-it-will-do-so-soon?source=feed#comment-369245 369245 Wed, 28 Jan 2009 18:48:51 -0500 http://seekingalpha.com/article/115941-apple-35-000-wicked-smart-people-will-keep-things-humming?source=feed#comment-363085 363085
Yours is yet another opinion built on a yielding to silence which sanctions a public relations fiasco unacceptable from any publicly traded corporation.

Whether SJ's will live and return as CEO or he's dead as a door nail is beside the point, which is one of credibility for apple and uncertainty for shareholders.

Also, I personally disagree that Apple can keep up the act without SJ. We wont know for some time though. Cook is a good operations manager, but there's no one else at the company with the all around genious of SJ, and he's hired a lot of great talent to contribute, while staying out of his way when it comes to vision. Still a good company, but a different company. ]]> Thu, 22 Jan 2009 11:46:48 -0500
Yours is yet another opinion built on a yielding to silence which sanctions a public relations fiasco unacceptable from any publicly traded corporation.

Whether SJ's will live and return as CEO or he's dead as a door nail is beside the point, which is one of credibility for apple and uncertainty for shareholders.

Also, I personally disagree that Apple can keep up the act without SJ. We wont know for some time though. Cook is a good operations manager, but there's no one else at the company with the all around genious of SJ, and he's hired a lot of great talent to contribute, while staying out of his way when it comes to vision. Still a good company, but a different company. ]]> http://seekingalpha.com/article/115666-will-apple-record-another-halt-trading-big-beat?source=feed#comment-362208 362208
But here's what I wrote over at Bullish Cross today, just so you dont thik I dont appreciate your hard work, Andy:

Athough I believe your unit sales numbers, except for ipods due to touch sales, are too high especially for iphones, they're likeley to be closer than anyone else's. It's thorough and a valueable reference for the future.
You've done good in shedding light on incompetent Apple analysis and hopefully investors will refer back to this article in the future when we have to hear the same bullshit from the same people next quarter.
]]> Wed, 21 Jan 2009 15:07:29 -0500
But here's what I wrote over at Bullish Cross today, just so you dont thik I dont appreciate your hard work, Andy:

Athough I believe your unit sales numbers, except for ipods due to touch sales, are too high especially for iphones, they're likeley to be closer than anyone else's. It's thorough and a valueable reference for the future.
You've done good in shedding light on incompetent Apple analysis and hopefully investors will refer back to this article in the future when we have to hear the same bullshit from the same people next quarter.
]]> http://seekingalpha.com/article/115676-time-for-a-new-apple-and-a-new-wall-street?source=feed#comment-361782 361782 Wed, 21 Jan 2009 09:34:16 -0500 http://seekingalpha.com/article/115666-will-apple-record-another-halt-trading-big-beat?source=feed#comment-361748 361748 Wed, 21 Jan 2009 09:14:56 -0500 http://seekingalpha.com/article/115425-how-the-iphone-and-poor-management-contribute-to-apple-s-downfall?source=feed#comment-360650 360650 Tue, 20 Jan 2009 07:58:50 -0500 http://seekingalpha.com/article/111796-what-s-happening-at-apple-who-could-replace-steve-jobs?source=feed#comment-335491 335491 Going back over the interviews and apearances Job's has given in 2008, one can gain a clear picture of two things:
1. Job's loves his job at apple and as long as the board and share holders want him, he has no plans of leaving and his ambitions for apple have not been fullfiled entireley yet - there is more to come.
2. Job's is well beyond five years remission for a non terminal cancer. That's about as close as you get to a cure. I know this since I am also a cancer survivor. He appears to exhibit a common weight loss problem following the 2004 procedure which poses no threat to his daily regime but rather presents a challenge when eating the wrong stuff or too much.
He's been flying all over the world closing iphone deals, is healthy and engaged.
The end of macworld means product announcements will be done on apple's schedule.Steve not doing the last one does not mean there is a shift in leadership, but rather a switch necissary in your perception of the company being other than steve jobs and his androids.
Not very hard to comprehend really is it?]]> Mon, 22 Dec 2008 08:01:41 -0500 Going back over the interviews and apearances Job's has given in 2008, one can gain a clear picture of two things:
1. Job's loves his job at apple and as long as the board and share holders want him, he has no plans of leaving and his ambitions for apple have not been fullfiled entireley yet - there is more to come.
2. Job's is well beyond five years remission for a non terminal cancer. That's about as close as you get to a cure. I know this since I am also a cancer survivor. He appears to exhibit a common weight loss problem following the 2004 procedure which poses no threat to his daily regime but rather presents a challenge when eating the wrong stuff or too much.
He's been flying all over the world closing iphone deals, is healthy and engaged.
The end of macworld means product announcements will be done on apple's schedule.Steve not doing the last one does not mean there is a shift in leadership, but rather a switch necissary in your perception of the company being other than steve jobs and his androids.
Not very hard to comprehend really is it?]]> http://seekingalpha.com/article/111606-hedge-fund-tracking-tiger-global-chase-coleman-q3-2008?source=feed#comment-333815 333815 Fri, 19 Dec 2008 09:15:50 -0500 http://seekingalpha.com/article/111293-it-s-no-big-deal-that-apple-is-pulling-out-of-macworld?source=feed#comment-332450 332450 The market will remain pretty stable around present levels with low volatility with aapl folowing suit until macworld which might reveal new imacs but even if it doesnt, expectations are so low the potential for surprise rather than disappointment are in aapl's favour. When Apple reports Quarterly earnings in late January and when Obama is expected to sign a package to help homeowners and create new jobs his first day at work, aapl should pop supported by what I believe will be better than expected sales, including macs. By the middle of February, after Obama euphoria fades, the stockmarket will probably fall back to the October lows or create a new bottom which will should hold. Selling long positions on aapl before end of January would be unwise. 2009 will be a dreadful year for America's economy and most Americans financially, but the stock market will offer a once in a life time chance, by the second quarter, to purchase shares in the future of the Greatest capitalist (we still are the later) democracy in the world at big time bargain prices.
]]> Wed, 17 Dec 2008 16:47:30 -0500 The market will remain pretty stable around present levels with low volatility with aapl folowing suit until macworld which might reveal new imacs but even if it doesnt, expectations are so low the potential for surprise rather than disappointment are in aapl's favour. When Apple reports Quarterly earnings in late January and when Obama is expected to sign a package to help homeowners and create new jobs his first day at work, aapl should pop supported by what I believe will be better than expected sales, including macs. By the middle of February, after Obama euphoria fades, the stockmarket will probably fall back to the October lows or create a new bottom which will should hold. Selling long positions on aapl before end of January would be unwise. 2009 will be a dreadful year for America's economy and most Americans financially, but the stock market will offer a once in a life time chance, by the second quarter, to purchase shares in the future of the Greatest capitalist (we still are the later) democracy in the world at big time bargain prices.
]]> http://seekingalpha.com/article/110925-cramer-s-stop-trading-goldman-has-nothing-better-to-do-12-15-08?source=feed#comment-330763 330763 Tue, 16 Dec 2008 08:32:24 -0500 http://seekingalpha.com/article/109052-research-in-motion-s-miss-should-not-surprise?source=feed#comment-320103 320103 appleinsider.com/artic...]]> Wed, 03 Dec 2008 14:40:51 -0500 appleinsider.com/artic...]]> http://seekingalpha.com/article/109052-research-in-motion-s-miss-should-not-surprise?source=feed#comment-320100 320100 www.appleinsider.com/a...
2.) Your bold statements are based on an obvious logic without source, reference or evidence.]]> Wed, 03 Dec 2008 14:39:33 -0500 www.appleinsider.com/a...
2.) Your bold statements are based on an obvious logic without source, reference or evidence.]]> http://seekingalpha.com/article/108973-rimm-in-motion-for-share-price-collapse?source=feed#comment-319760 319760 I wont be surprised when the numbers for the present Q come in lower than those given last nite.
]]> Wed, 03 Dec 2008 10:05:39 -0500 I wont be surprised when the numbers for the present Q come in lower than those given last nite.
]]> http://seekingalpha.com/article/108647-aapl-smartphone-shows-the-way-to-competitors?source=feed#comment-318788 318788 The question is if it is a tecnological innovation alono we are talking about or a number of complex properies that make the iphone the success it is. I would argue the latter. Sure other smart phone makers like RIM have touch screen + scroll + other iphone design elements + the software looks like it was based on safari which was based on mac os etc. etc. But is that what is really going on behind the iphone's success? It seems to me there's some other level of complexity behind concept + innovation + contextualization. In the final execution, there is a kind of unity in the ipod itunes experience also in the iphone app store experience which will be a very difficult thing to emulate without any real vision or talent behind it all. It's must be like trying to make a Hitchcock film, when you're not Hitchcock.]]> Tue, 02 Dec 2008 09:36:09 -0500 The question is if it is a tecnological innovation alono we are talking about or a number of complex properies that make the iphone the success it is. I would argue the latter. Sure other smart phone makers like RIM have touch screen + scroll + other iphone design elements + the software looks like it was based on safari which was based on mac os etc. etc. But is that what is really going on behind the iphone's success? It seems to me there's some other level of complexity behind concept + innovation + contextualization. In the final execution, there is a kind of unity in the ipod itunes experience also in the iphone app store experience which will be a very difficult thing to emulate without any real vision or talent behind it all. It's must be like trying to make a Hitchcock film, when you're not Hitchcock.]]> http://seekingalpha.com/article/108466-iphone-vs-netbook-which-will-be-the-biggest-gaming-machine?source=feed#comment-317666 317666 Will Apple be the BIGGEST gaming machine or not? T answer that you gotta answer this: Will Apple's succes with the ipod, itunes phenomenon and its seductive, cohesive design aesthetic, that unified hardware, software and the web in an intuitive way for the consumer, is being replicated with the iphone, app store experience? If the answer is yes, then it aaplies for mobile gaming as with other app sales, that Apple is in a league of its own - no pun intended.]]> Sun, 30 Nov 2008 15:23:53 -0500 Will Apple be the BIGGEST gaming machine or not? T answer that you gotta answer this: Will Apple's succes with the ipod, itunes phenomenon and its seductive, cohesive design aesthetic, that unified hardware, software and the web in an intuitive way for the consumer, is being replicated with the iphone, app store experience? If the answer is yes, then it aaplies for mobile gaming as with other app sales, that Apple is in a league of its own - no pun intended.]]> http://seekingalpha.com/article/108187-will-the-iphone-be-taken-by-storm?source=feed#comment-315792 315792
This part is full of insight: "Like many other recent Smartphone releases, the touchscreen, media player, and web-browsing features led to comparisons with the iPhone 3G." It led to comparisons because RIM decidedly monkey see monkey do the iphone. Are you retarded?

Here's one of your typo's at § 5, line 3 you wrote; "this data does suggest that it is possible rival..." but it's just the letter a and it was such a long article, you probably were overwhelmed.

Move along - nothing to see here.
]]> Wed, 26 Nov 2008 15:29:58 -0500
This part is full of insight: "Like many other recent Smartphone releases, the touchscreen, media player, and web-browsing features led to comparisons with the iPhone 3G." It led to comparisons because RIM decidedly monkey see monkey do the iphone. Are you retarded?

Here's one of your typo's at § 5, line 3 you wrote; "this data does suggest that it is possible rival..." but it's just the letter a and it was such a long article, you probably were overwhelmed.

Move along - nothing to see here.
]]> http://seekingalpha.com/article/108024-a-sign-of-the-times-macs-on-sale?source=feed#comment-315088 315088 Nice blog sam. Now maybe apple will get back to 180 a little sooner than a million years.]]> Tue, 25 Nov 2008 19:12:38 -0500 Nice blog sam. Now maybe apple will get back to 180 a little sooner than a million years.]]> http://seekingalpha.com/article/107838-should-apple-investors-feel-good-about-yesterday-s-rally?source=feed#comment-314443 314443 Aapl could EASILY revisit 80 and below again. But when, and for how long?
Consider a return to the old obvious: It's no secret that investors and traders are well aware of how well Apple Inc. is positioned for a market recovery in whatever (volatile and gradual) form it may come in, compared to most everything else out there. It's no secret that aapl is a premium now at any perspective.
It's no secret that there's a good chance Apple Inc. beats the street next earnings by a large enough margin to pop the stock.
It's no secret that aapl has a whole lot of money in the bank, no debt and huge growth potential. It's no secret that that aapl is an extremely compelling long term play at this price despite your warnings above.
Based on the obvious, reactionary assumptions behind your advice, including the issue of timing the market for shorts, I would warn both short and long term traders to consider the contra position, especially since I suspect this is the direction big money and hedgefunds shifting to as of yesterday.
]]> Tue, 25 Nov 2008 08:10:12 -0500 Aapl could EASILY revisit 80 and below again. But when, and for how long?
Consider a return to the old obvious: It's no secret that investors and traders are well aware of how well Apple Inc. is positioned for a market recovery in whatever (volatile and gradual) form it may come in, compared to most everything else out there. It's no secret that aapl is a premium now at any perspective.
It's no secret that there's a good chance Apple Inc. beats the street next earnings by a large enough margin to pop the stock.
It's no secret that aapl has a whole lot of money in the bank, no debt and huge growth potential. It's no secret that that aapl is an extremely compelling long term play at this price despite your warnings above.
Based on the obvious, reactionary assumptions behind your advice, including the issue of timing the market for shorts, I would warn both short and long term traders to consider the contra position, especially since I suspect this is the direction big money and hedgefunds shifting to as of yesterday.
]]> http://seekingalpha.com/article/107464-stocks-will-continue-to-erode-in-this-busted-economy?source=feed#comment-313576 313576 I just wanted to point out that it appears is too late for the aapl short trend: we have seen dozens of articles advising shorting aapl in the last two weeks, which meant that that directional trend would likeley see a reverse based on the popularization of the strategy.
Today we the the opposite trend being rechristened by the usual suspects:
biz.yahoo.com/ap/08112...
It looks to me like aaple is going to settlle at a higher price range, around 90, until January. Unless ofcourse this is not the end of the beginning.]]> Mon, 24 Nov 2008 09:55:35 -0500 I just wanted to point out that it appears is too late for the aapl short trend: we have seen dozens of articles advising shorting aapl in the last two weeks, which meant that that directional trend would likeley see a reverse based on the popularization of the strategy.
Today we the the opposite trend being rechristened by the usual suspects:
biz.yahoo.com/ap/08112...
It looks to me like aaple is going to settlle at a higher price range, around 90, until January. Unless ofcourse this is not the end of the beginning.]]> http://seekingalpha.com/article/107428-apple-falls-flat-as-market-rebounds-is-there-really-investor-confidence?source=feed#comment-313032 313032 Apple Inc's solid fundamentals make it more of a target for short term profit taking in this downward market: Sell now going down, catch it on the way up. What Friday reveals is a collective perception of any rally now as ephemeral. Eventually things will turn around, and if your colleague, Andy Zacky, is right, that may happen in an explosive fashion come next earnings report in January. If Andy's numbers are close to reality, they will be too compelling to sell on, and there will be a frenzy to get it at that point.
]]> Sun, 23 Nov 2008 14:34:17 -0500 Apple Inc's solid fundamentals make it more of a target for short term profit taking in this downward market: Sell now going down, catch it on the way up. What Friday reveals is a collective perception of any rally now as ephemeral. Eventually things will turn around, and if your colleague, Andy Zacky, is right, that may happen in an explosive fashion come next earnings report in January. If Andy's numbers are close to reality, they will be too compelling to sell on, and there will be a frenzy to get it at that point.
]]> http://seekingalpha.com/article/107072-hedge-fund-tracking-lee-ainslie-s-maverick-capital-q3-2008?source=feed#comment-310910 310910 Anything called maverick is TOAST in 2009!
Poor folks who baught this dying horse and those who design there portfolios after what they see above. ]]> Thu, 20 Nov 2008 12:11:09 -0500 Anything called maverick is TOAST in 2009!
Poor folks who baught this dying horse and those who design there portfolios after what they see above. ]]> http://seekingalpha.com/article/107076-is-iphone-leading-the-way-in-smartphone-evolution?source=feed#comment-310881 310881 Thu, 20 Nov 2008 11:51:54 -0500 http://seekingalpha.com/article/106744-apple-s-greatest-idea-yet?source=feed#comment-309748 309748 Wed, 19 Nov 2008 09:23:13 -0500 http://seekingalpha.com/article/106057-will-apple-beat-2009-revenue-consensus?source=feed#comment-305961 305961 aapl would never have gone below 120. The share price now is not the result of the overall market down turn but more a reflection of a sustained effort by analysts paid by Hedgefunds to downgrade the stock and lower estimates without solid numbers or credible evidence to back up their their claims. The stuff I have read from analysts on apple over the past few months stinks so bad it's hard to believe there is no investigation.
]]> Fri, 14 Nov 2008 09:32:09 -0500 aapl would never have gone below 120. The share price now is not the result of the overall market down turn but more a reflection of a sustained effort by analysts paid by Hedgefunds to downgrade the stock and lower estimates without solid numbers or credible evidence to back up their their claims. The stuff I have read from analysts on apple over the past few months stinks so bad it's hard to believe there is no investigation.
]]> http://seekingalpha.com/article/105060-will-apple-s-q1-2009-revenue-estimates-be-a-blowout?source=feed#comment-302283 302283 Mon, 10 Nov 2008 15:55:48 -0500