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Mortonk

Mortonk
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  • 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 02:05 PM | Likes Like |Link to Comment
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