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  • Bad Bank and Draft Bill Spook CDS Traders and Wall Street [View article]
    With every Seeking Alpha short screaming bloody murder at the Bad Bank approach, it must be a very good idea.
    Jan 29 07:53 am |Rating: +3 -3 |Link to Comment
  • Bad Bank, Or Bad Plan? [View article]
    With every Seeking Alpha short screaming bloody murder at the Bad Bank approach, it must be a very good idea.
    Jan 29 07:52 am |Rating: 0 -4 |Link to Comment
  • Will Apple Beat 2009 Revenue Consensus?  [View article]
    Yesterday, I posted the following comment on several other blogs and in light of your analysis it is even more important for analysts to consider what is actually occurring in the Apple stores.

    "The only numbers that should count are the numbers of shoppers in the Apple Stores.

    I frequently check Apple’s pulse by visiting 4 stores, located within 90 minutes of my Sarasota, FL area home. I’ve also visited three stores in England, since July, and get regular reports from friends and family there, as well as, personal visits to stores in New York and California.

    During the past few weeks I personally visited stores in Brandon and Estero (Naples), Florida and received a report on the opening of their latest store in England.

    The UK store was packed two weeks ago and, last night, I stopped in the store at the International Plaza in Tampa.

    In the Tampa, the store staff were all busy with customers, when I walked in and iMacs, Macbooks and lots of Apple bags were going out the door, at 5:30.

    In contrast, Nordstrom and Neiman Marcus were almost empty. Last Sunday the staff in Apple stores in Tampa were overwhelmed with shoppers.

    Before they run off at the mouth, these analysts need to go check the numbers that count. Apple is the only bright spot in an awful lot of dead malls.

    One more thing...If it’s a Barclay’s or a number of the other analysts, that work for companies in trouble, don’t lob stones at Apple shift gears and figure out how to put out the fire in your own houses!"
    Nov 14 09:32 am |Rating: 0 0 |Link to Comment
  • Apple's Search Engine: Truth or Rumor? [View article]
    Buy Yahoo! They are looking for a white knight and Apple could improve on the wheel but not have to pay to reinvent it.
    Nov 13 14:04 pm |Rating: 0 0 |Link to Comment
  • Risks Remain, But iPhone's Fundamentals Should Help Apple Surpass Expectations - RBC Analyst [View article]
    The only numbers that count is the number of shoppers in the Apple Stores. I check the pulse in 4 stores within 90 minutes of my Sarasota area home in Florida. I have also visited three stores in England plus stores in New York and California. In the past weeks I have visited stores in Brandon and Naples, Florida. Last night, the store at the International Plaza in Tampa. Last night, the store in Tampa was packed at 5:30 and Nordstrom and Neiman Marcus were almost empty. Last Sunday the were over flowing, in Tampa. Before they spout off these analysts need to go check the numbers that count. Apple is the only bright spot in a lot of dead malls.
    Nov 13 08:21 am |Rating: 0 0 |Link to Comment
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