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Mortonk

Mortonk
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  • 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
  • Samsung (SSNLF.PK) has won the latest round in its global IP battle with Apple (AAPL) after Judge Lucy Koh ruled that the Korean company didn't willfully breach some  Apple patents and therefore left last summer's $1.05B jury verdict intact. Koh could have tripled the amount Samsung would have had to pay if she had found Samsung's actions to be willful, as the jury actually did. Koh also denied Apple and Samsung requests for a new trial. [View news story]
    Samsung need Apple and other innovators to give them electronics to copy every once in a while......!
    Feb 10 02:30 PM | Likes Like |Link to Comment
  • Apple's Board Is All Grown Up [View article]
    Quick buck from Einhor and his fund, once any payment or preference shares are made, they'll take the money and dump the stock, as will many others. Increase in dividends over the long term is a better option. Let Apple look after the business and the money and stop trying to tell them how to run a business, they have enough experts there to know what the bigger picture is.
    This rationale is for short term gain only............!
    Feb 8 04:45 AM | 1 Like Like |Link to Comment
  • Cirrus Logic (CRUS -2.4%) slumps after fellow Apple (AAPL +0.6%) suppliers TriQuint and Multi-Fineline issue light guidance. Multi-Fineline (MFLX +0.9%), which apparently received 84% of its FQ1 (calendar Q4) sales from Apple, expects FQ2 revenue of $180M-$200M, below a $218.2M consensus. Moreover, gross margin is expected to be "slightly negative," as the circuit board maker works to pare inventory - shares have already priced in a lot of bad news. Apple continues to outperform with some help from David Einhorn[View news story]
    Oh no, more doom and gloom for Apple and it's suppliers, is that light guidance in comparison to Analysts pump and dump predictions.......? The markets are screwed by scheisters at the moment and in no real way reflect the capability of companies.....or their ability to produce. Hedge funds are running around like a bunch of headless chickens......!
    Feb 8 04:39 AM | Likes Like |Link to Comment
  • Will Apple Get Its Mojo Back? [View article]
    Do you think Apple with all their cash have been sitting on their laurels for the last 3 years ? Samsung are no spring chickens either, their "copied" products will grow old too and I agree with you in some respects that they are waiting for the next Apple innovation to copy.
    If Apple get their design and patents as airtight as possible, they may have a better time convincing the courts of rip off competition products.
    Maybe it's time to take on Google via a Yahoo tie up....!
    Feb 6 05:36 PM | Likes Like |Link to Comment
  • Samsung's (SSNLF.PK) anticipated Galaxy S IV will be announced on March 15, SamMobile reports - the site has been an accurate source of Samsung rumors in the past. The device will reportedly go on sale in Europe and Asia in April, and hit North America in May or June. Rumored specs include a 5" 1080p OLED display, Exynos 5 Octa processor (for some models, at least), and 13MP camera. Possible/likely suppliers (I, II) include BRCM, QCOM, PANL, SWKS, ADNC, and MXIM[View news story]
    Yes, but are they truly innovating...........n... of TV's, copies of fridges, copies of hoovers, have Samsung come up with anything truly original yet..........no......!
    Feb 6 03:21 PM | Likes Like |Link to Comment
  • Can The Apple Tree Continue To Grow? [View article]
    It's a conspiracy man.....the government wants people to invest in bonds instead of shares man.....keep writing the doom and gloom and I'll buy at $390 or lower......! Your summary suggests it might be good or might be bad.......sit on the fence or what......!
    Feb 4 03:13 PM | Likes Like |Link to Comment
  • Apple (AAPL -2.3%) roundup: 1) Ahead of its Feb. 27 shareholder meeting, Apple has enlisted giant U.S. pension fund Calpers to help push through voting reforms: among the proposed changes are a requirement that a majority of shareholder votes are needed to approve a director. 2) U.S. iPad Mini shipping times are down to 1-3 business days, while the new iMac remains back-ordered in Europe. 3) Morgan Stanley expects gross margin to rebound in 2H13 thanks to lower iPhone-related equipment purchases and stabilizing NAND flash prices. [View news story]
    The markets are a complete joke if they can manipulate major stocks like this, it's the Wild West of investing......lets go for Google next, or Amazon......what they are not aware of is the damage that they are doing to the investment market in the process and the companies that they need to balance the economy and GDP.
    Feb 4 03:08 PM | 4 Likes Like |Link to Comment
  • Apple (AAPL) roundup: 1) Folowing a year in which the iPhone 5, iPad Mini, and new iMac all saw big supply constraints due to their use of advanced designs/materials, Paul Kedrosky thinks Apple's design team has gained too much influence relative to its manufacturing team (video). 2) Apple VP John Couch recently met with Turkish President Abdullah Gul. They reportedly talked about a deal to supply up to 15M iPads to Turkish students. 3) Apple has won a patent for a plastic-bodied phone with no home button or front camera. Is this the rumored cheaper iPhone[View news story]
    Why are you jumping to conclusions Abdul....!
    Feb 3 06:03 PM | Likes Like |Link to Comment
  • The FTC issued recommendations on Friday to beef up privacy on mobile devices, including that developers should incorporate do-not-track capabilities in apps and other software. While the proposals aren't binding, they carry the weight of policy for the likes of Apple (AAPL), Google (GOOG) and Microsoft (MSFT). Underscoring the FTC's commitment to privacy, it has fined social-networking app Path $800K for collecting personal information on children. [View news story]
    Oh no, that means we should sell Google, Apple, Facebook, Microsoft, linkedIn....best be safe and sell everything which means Samsung too, as there are so many reports of how Samsung have reached the top spot with selling mobiles.......how come you never mentioned them in your brief........or do they not count when the main here is to manipulate Apple stock again.......!
    Feb 3 06:17 AM | 5 Likes Like |Link to Comment
  • Though the iPad Mini launch helped Apple (AAPL) sell 22.9M iPads in calendar Q4, the company's tablet shipment share fell 810 bps Y/Y to 43.6%, per IDC. Samsung (SSNLF.PK), meanwhile, is estimated to have more than doubled its share to 15.1%. Amazon (AMZN), believed to have shipped 6M Kindle Fires, is given an 11.5% share (-440 bps Y/Y). Nexus 7 maker Asus is at 5.8% (+380 bps), and Barnes & Noble (BKS) at just 1.9% (-270 bps). IDC believes total shipments rose 75% Y/Y to 52.5M (equal to 58% of PC shipments), and is forecasting 172.4M for 2013. (previous[View news story]
    What is the difference in profit that each company has made on each tablet, Apple are still selling more than the competition, just because they don't double the number each quarter doesn't mean Jack......!
    Jan 31 03:09 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
164 Comments
390 Likes