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Mortonk

Mortonk
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  • 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
  • Apple (AAPL -0.9%) roundup: 1) David Einhorn has scheduled a 2PM ET call to discuss his preferred stock proposal (webcast). Ahead of the call, he asserts the proposal is "a lot better" than a standard dividend or buyback hike. 2) As iWatch rumors grow, AppleInsider uncovers an Apple patent for a watch with a flexible touchscreen and a spring that allows it to conform to a user's wrist. 3) AU Optronics (AUO) has reportedly resolved its iPad Mini panel yield issues, and is working on the next-gen version. It might not be a coincidence the Mini is now listed as "in stock" on Apple's site. [View news story]
    Is Einhorn also going to suggest the best technology path for Apple to take on their next new innovation...."his preferred stock proposal" .....who exactly does he think he is...get him to have a word with the Whitehouse while he's living in Walter Mitty land and maybe he could fix the US economy while he's at it.......!!!!!
    Feb 21 05:13 PM | Likes Like |Link to Comment
  • The judge presiding over Greenlight Capital's suit against Apple (AAPL) over the bundling of proposals within its proxy says Greenlight has shown a "likelihood of success," suggesting a ruling in Greenlight's favor is on the way. Apple's shareholder meeting arrives on Feb. 27. (previous) Update (5:19PM ET): Full quote from Reuters. "Candidly I do think the likelihood of success is in favor for Greenlight," says district judge Richard Sullivan. Should the case go forward, he'll focus on whether Greenlight would be irreparably harmed by a bundled vote. [View news story]
    Is this about short term gain for Einhorn and the massive funds that he is responsible for so as he doesn't lose face......? It's little to do with Apple's long term strategy......and long term investing.
    Feb 19 05:16 PM | 1 Like Like |Link to Comment
  • The Cost Of Product Cannibalization Dooms Apple's Growth [View article]
    Your article is full of criticism, which is easy when you don't have to deal with the consequences of running a company such as Apple. I don't see any ideas on how you would turn things around....!!!!
    Apple will design a new product because they innovate, but in their own time....not when the shareholders or markets tell them that they should "magic" up something new. If they were led by the financial markets or shareholders, who's main concern is making money off the back of them then they surely would be endangered. Give them time and space to do what they do, and if a quick buck is all you're after, go bet on a horse......!
    Feb 16 04:36 PM | 2 Likes Like |Link to Comment
  • Why Steve Jobs' Big Blunder Is Starting To Cost Apple [View article]
    Do SA pay you to come up with this stuff or are they just letting anyone off the street have a slot....?
    Feb 14 01:52 PM | Likes Like |Link to Comment
  • Justifying Apple's Valuation: Is It Too Late To Get Back In? [View article]
    It's not too late if Tim Cook keeps opening his mouth, every time he day's something, the stock takes a dive.....can we get the marketing people at Apple to train him up a bit ? Even if the Einhorn thing is a sideshow, it's arrogance to say so........etiquette is not his strong point. Buy now, on the way down again......!!!!
    Feb 12 03:36 PM | 2 Likes Like |Link to Comment
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