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Mortonk

Mortonk
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  • Apple: Don't Panic, This Is An Opportunity [View article]
    You also failed to mention that Apple stopped giving conservative estimates a couple of years ago, to counter the criticism, they give as accurate estimates as possible. It seems that these analysts are still adding their own margin of correction upwards, so how can the company ever expect to give numbers that won't disappoint....? The press then print anything that grabs a headline, job done for the short shorts...........maybe they lowered their sales outlook for the next quarter to counter this adverts effect. Well done to the shorts for a while.....!
    Jan 28 06:40 AM | 5 Likes Like |Link to Comment
  • Apple: Soon A Member Of The $1,000 Club? [View article]
    How many other tech companies make this amount of revenue on this amount of turnover, shorts were always going to focus on "analysts" views and play the company in the same way as last year, let the short leeches have their time for the moment....!
    Jan 28 04:10 AM | Likes Like |Link to Comment
  • 8 Fictions Of Plug Power [View article]
    Excellent post and what I read SA for, fact against fiction when investing my hard earned.....! Thankyou
    Jan 10 09:00 AM | 4 Likes Like |Link to Comment
  • Apple urges shareholders vote against Icahn buyback proposal [View news story]
    Apple are not about to tell you what they are going to do with the money, unless you think it's a good idea to give Samsung/Google an even bigger head start on future products than they can get from their current industrial espionage techniques.....!
    Icahn needs to get as much return on his investment for his own shareholders by being a glorified gambler, Apple is one of his biggest bets for a short term return because he doesn't have the ability to run a company that actually produces things from ideas and innovation.
    I'd prefer the Buffet approach as they will still be around in 10 years time, while Icahn's team will be sitting on a beach somewhere living off the proceeds of their investors commission....!
    Dec 28 05:56 AM | 7 Likes Like |Link to Comment
  • First Weekend iPhone Sales Top Nine Million, Sets New Record [View article]
    Who would believe an analyst.......totally missed that one, best stick to reading tea leaves.....!
    Sep 23 09:45 AM | Likes Like |Link to Comment
  • U.K. iPhone 5C pre-orders "a big disappointment" [View news story]
    I would agree with the price of the phones and tarrifs, too expensive. Overall quality and new OS is excellent as a refresh for tired old models. As share growth goes, it isn't going to be on the back of the iPhone or IPad anymore, it will need to be on a new must have tech interactive thing....! Can't help but feel they are paving the way already......!
    Sep 19 10:23 PM | Likes Like |Link to Comment
  • More on Apple: Ahead of the FQ3 report, KGI Securities' Ming-Chi Kuo (more accurate than most with his scoops) backs up Digitimes in reporting component issues will lead the iPhone 5S (AAPL -0.8%) to be supply-constrained at launch. He also joins others in predicting a retina iPad Mini won't launch until 2014 (Kuo thinks March/April), and sees production of a new non-retina Mini starting in December. A cheaper iPhone is seen arriving in September, but with 2013 production capped at 26M vs. prior forecasts of 30M-40. Refreshed iMacs and MacBook Pros sporting Intel Haswell CPUs are respectively seen launching by the end of August and mid-September. [View news story]
    Oh dear, best sell my Apple stock and buy when the price goes higher......doh....!
    Jul 23 04:34 PM | 2 Likes Like |Link to Comment
  • American Tower (AMT) -2.6% amidst rumors Muddy Waters is set to issue a negative report about the company. Rival Crown Castle (CCI) -2.3%[View news story]
    Just shows you how washy washy the markets are when rumours of a blues analysts negative report can drop a share by 2.6 points, .........long term against gambling day traders, has the company had any major mishaps lately......!
    Jul 17 12:37 PM | Likes Like |Link to Comment
  • Apple (AAPL +0.4%) roundup: 1) Suppliers are shipping a "large number" of parts for a cheaper iPhone, says Taiwan's Commercial Times. A 28nm app processor made by TSMC (TSM) is said to be among them. 2) iBookstore chief Keith Moerer says Apple's e-book sales doubled last year, and thinks its e-book share is at ~20%. John Paczkowski notes Amazon (AMZN) and Barnes & Noble (BKS) have been assigned shares of 65% and 25% in the past. 3) The minimum purchase needed for an iAd campaign is now only $50. It once stood at $1M. 4) Reuters' report about Apple mulling a $99 price for its low-cost iPhone is raising eyebrows, given the cheapest iPhone now goes for $450 unsubsidized. Was a subsidized price being discussed? [View news story]
    With the amount that they are spending on research and design, you would have thought they'd have something more to offer than the refresh of IOS and a cheaper iPhone.......!, we need inspiration and innovation in interactive electronic media....give it to us.....now.....!
    Jun 13 04:33 PM | 1 Like Like |Link to Comment
  • The ITC has delayed until Tuesday a verdict on whether Apple (AAPL) has breached Samsung (SSNLF.PK) patents in the iPod Touch, iPhone and iPad. The ITC, which was supposed to have ruled on Friday, didn't provide a reason for the postponement. In a preliminary decision in September, an ITC administrative law judge cleared Apple of violating the IP. [View news story]
    Is Seeking Alpha a Pseudonym for Samsung Advertising....?
    Jun 2 05:51 AM | 5 Likes Like |Link to Comment
  • Apple's (AAPL) stringent policies with telecom carriers - including minimum sales requirements - and the iPhone's high price and its technical needs, are preventing the company from addressing a market of 2.8B customers, research firm Asymco.com estimates. Tellingly, Apple has signed fewer than a dozen new carriers since September 2011, helping to explain the device's slowing growth and Samsung's (SSNLF.PK) increasing dominance. [View news story]
    Another negative Apple plug from S A, anything else new today...?
    May 6 07:50 AM | 2 Likes Like |Link to Comment
  • Shame On You, Apple [View article]
    Ouch......dark story......have you thought of going out for a beer....!
    May 1 04:48 PM | Likes Like |Link to Comment
  • Apple's Shareholder Program: The Day The Music Died [View article]
    Joseph, "an observation one could make" is that you are not qualified to make any recommendation to anyone about Apple, keep up the Seeking Alpha shorting on Apple though.....it is sooooooooooooo obvious. We are all aware of the companies recent decline and we also believe it unwarranted. If you want to add value......suggest the next big growth Tech company......and I"ll also give you a hundred negative reasons why you are wrong......blah blah.....!
    Apr 28 06:21 AM | 6 Likes Like |Link to Comment
  • Some Apple (AAPL) commentary: 1) Horace Dediu estimates the iPhone and iPad's component costs respectively rose 29% and 65% Y/Y in FQ2, well above rev. growth of 3% and 40%. This, along with a mix shift towards iPads, is mostly responsible for Apple's gross margin drop (rather than price pressure). 2) Tero Kuittinen sees similarities between 2013 Apple and 2007 Nokia. "The strongest parallel is in the weird way both companies started fighting the consumer preference for larger displays … and then dug in as margins began eroding rapidly." Tim Cook may have just hinted a bigger iPhone will eventually arrive. But how long will it take? (yesterday[View news story]
    Oh dear not more Apple bad news, I'd better sell some more of my shares as they will undoubtedly never make any money ever again,fantastic insight Seeking Alpha......! Maybe I should buy CRUS based on the above or are they bound to fail too cause they are linked to Apple ? Give some constructive news rather than jumping on the overcrowded beating Apple bus for a change.
    Apr 27 05:57 PM | 4 Likes Like |Link to Comment
  • Samsung Electronics (SSNLF.PK) says its Q1 profit rose 42% to a record high on strong smartphone sales. Net profit rose to a record KRW7.15T ($6.4B), up from KRW5.05T a year earlier. Operating profit rose 54% to KRW8.8T from KRW5.7T. Sales rose 16.8% to KRW52.9T from KRW45.3T, coming in in line with the company's guidance of KRW51T to KRW53T. The results stand in stark contrast those of Apple (AAPL), which earlier this week reported its first profit drop in a decade and forecast margins to decline in the current quarter ending in June. [View news story]
    It's obvious that you guy's at Seeking Alpha make more money on getting reactions from people when you slate Apple, therefore I think people should realise that the web site is only here to stir up people's feelings to get a reaction and therefore the sites perceived popularity, why else would I get 10 Emails a day about Apple that amount to nothing more than negative innuendo and hearsay......! Stay away from this site people until they are capable of giving out timely and useful info about Apple.
    Apr 26 03:31 AM | 3 Likes Like |Link to Comment
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