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Mortonk

Mortonk
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  • 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
  • More on Apple: Quarterly dividend increased by 15% to $3.05/share (3% yield); Apple "plans to borrow" to return cash. FQ2 iPhone and iPad sales beat expectations, Macs a little light. Gross margin was 37.5%, at low end of guidance range of 37.5%-38.5% and -990 bps Y/Y. Apple expects to return $100B in cash via capital return program by end of 2015, up from prior $45B. Exc. retail, Americas revenue +7% Y/Y, Europe +11%, Greater China +8%, Japan +19%, rest of Asia-Pac +26%. Retail +19%. iPhone revenue only +3% Y/Y, iPad +40%, Mac +7%, iPod -20% on 5.6M units. AAPL halted, to resume trading at 4:50PM. (PR[View news story]
    The products that they have sold in that time have been far superior to the competition, and still leave them standing on quality too.......it's not just about companies looking for the exponential profit holy grail that you guy's are fixated on.......duh....!! If you are comparing Apple to KO with the one and only innovation that KO ever made that's just stupid....!
    Apr 25 05:06 PM | Likes Like |Link to Comment
  • More on Apple: Quarterly dividend increased by 15% to $3.05/share (3% yield); Apple "plans to borrow" to return cash. FQ2 iPhone and iPad sales beat expectations, Macs a little light. Gross margin was 37.5%, at low end of guidance range of 37.5%-38.5% and -990 bps Y/Y. Apple expects to return $100B in cash via capital return program by end of 2015, up from prior $45B. Exc. retail, Americas revenue +7% Y/Y, Europe +11%, Greater China +8%, Japan +19%, rest of Asia-Pac +26%. Retail +19%. iPhone revenue only +3% Y/Y, iPad +40%, Mac +7%, iPod -20% on 5.6M units. AAPL halted, to resume trading at 4:50PM. (PR[View news story]
    A new innovation every 5-6 years is fine, they don't need to jump through hoops for short term vultures and scaremongerers....!
    Apr 23 05:30 PM | Likes Like |Link to Comment
  • Apple (AAPL +1.6%) roundup: 1) Take this one with a big spoonful of salt: "Some Wall Street sources close to some Apple executives" tell Forbes contributor Gene Marcial some at the company are looking for a replacement for Tim Cook. 2) CIRP estimates the iPhone 5 made up 53% of Q1 U.S. iPhone sales, up slightly from Q4's 50%. Meanwhile, citing Verizon's Q1 iPhone mix, BMO (Outperform) now sees Apple's latest iPhone accounting for 55% of Sep. quarter iPhone sales, down from a prior 70%.  3) A Foxconn worker speaking to China Business claims Apple returned 5M-8M iPhones "due to appearance of substandard or dysfunctional problems." (Citi) (BGC/Avondale[View news story]
    Are you for real.....? Why even put a story like this in ? Innuendo over suggestion over speculation over hearsay......what are you, someone somewhere, said to someone about something about Tim Cook....blah blah..... Are Seeking Alpha running out of primary school kids to write reports......?
    Apr 22 03:44 PM | Likes Like |Link to Comment
  • The mobile patent wars rage on: an ITC administrative law judge rules Samsung's (SSNLF.PK) phones infringe on two more claims of an Apple (AAPL) text-selection patent, while clearing Samsung of infringing a patent related to detecting whether a device is plugged into a microphone jack. In October, the judge ruled Samsung infringed on several Apple patents. A final commission ruling is expected in August. Meanwhile, a German court has invalidated Apple's slide-to-unlock patent, which is being asserted against both Motorola and Samsung. [View news story]
    Denial.....surprised they haven't started making Rolex rip offs already....!
    Apr 8 02:05 PM | Likes Like |Link to Comment
  • The mobile patent wars rage on: an ITC administrative law judge rules Samsung's (SSNLF.PK) phones infringe on two more claims of an Apple (AAPL) text-selection patent, while clearing Samsung of infringing a patent related to detecting whether a device is plugged into a microphone jack. In October, the judge ruled Samsung infringed on several Apple patents. A final commission ruling is expected in August. Meanwhile, a German court has invalidated Apple's slide-to-unlock patent, which is being asserted against both Motorola and Samsung. [View news story]
    For Samsung to get where they are globally with products across a diverse range from TV's to cameras to hoovers, stereos and fridges they have no qualms about getting round the global PC patent police. The fact that a lot of Western companies took their manufacturing to the Far East means that innovative ideas were stolen locally long before they came to market.....!
    Apr 7 09:05 AM | Likes Like |Link to Comment
  • Should Tim Cook Ask WWJD (What Would Jobs Do)? [View article]
    Leave them to do what they do best, they did not make the share price go down, a bit of competition, some clever market shorting and copying of their products by others. Have you seen any extraordinary innovation from any of the other companies since the IPhone came out.......! Everyone is waiting for the next apple product to take gadgets to the next level and copy whatever they come up with....in different sizes.....!
    Mar 6 05:52 PM | 1 Like Like |Link to Comment
  • With international smartphone buyers clamoring for large displays and cheap Android phones spreading like wildfire in fast-growing emerging markets, "Apple’s (AAPL) competitors are finally doing a better job of making the kinds of phones that customers want," writes The New Yorker's James Surowiecki, summing up the biggest fear on investors' minds. But Apple has shown a knack for innovating its way out of tough spots, and can do so again. "Failing to build a phablet or a cheap phone may well have been mistakes, but they’re fixable mistakes." [View news story]
    For the share price to have sunk this low, Apple have definately been getting something wrong..........!!!
    Mar 2 06:55 AM | 1 Like Like |Link to Comment
  • Apple's (AAPL -2.3%) award in the Samsung (SSNLF.PK) patent infringement case has been reduced to $598.9M from $1.05B, reports the WSJ[View news story]
    Are their marketing department on holiday at the moment, they should be hitting back with positive responses.....!
    Mar 1 05:17 PM | Likes Like |Link to Comment
  • Apple (AAPL -1.8%) and its suppliers slump after iPhone/iPad image sensor provider OmniVision (OVTI -10.9%) issues light guidance to go with its FQ3 beat. CRUS -4.2%. SWKS -1.9%. TQNT -1.7%. AVGO -2%. RFMD -3.2%. BRCM -1.6%. On its FQ3 call, OmniVision would only attribute the guidance to "a seasonal trend of business," while adding smartphone market share trends are "highly, highly volatile right now." Like virtually all other Apple suppliers, OmniVision never mentions Apple by name. [View news story]
    They should just buy lots of Google shares with their spare cash, or Samsung.....!
    Mar 1 05:14 PM | Likes Like |Link to Comment
  • Apple: Mr. Cook, Can We Please Have Some More Cash? [View article]
    Can Seeking Alpha stop putting so many columns in about Apple have you guy's got nothing else to do ? We're all a bit sick with your stalking.....!
    Feb 27 04:19 PM | 2 Likes Like |Link to Comment
  • "High above the Alps my Gnome is hearing a rumor that Apple will announce a stock split at tomorrow's shareholder meeting," tweets Doug Kass. The rumor has led Apple (AAPL +1%) shares to spike higher. Update (2:24 PM): Kass is using the post-rumor spike to sell part of his trading position in Apple. [View news story]
    It would stop the volatility and allow smaller investors to buy shares, which is positive.......if they split 10/1....!
    Feb 26 03:12 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
164 Comments
390 Likes