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Mortonk

Mortonk
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  • More on Apple: iPhone and Mac sales below expectations, iPads roughly in-line. FQ1 gross margin was 38.6%, down 510 bps Y/Y but above guidance of 36% and responsible for EPS beat. FQ2 gross margin guidance of 37.5%-38.5%. Exc. retail, Americas sales +15% Y/Y (was +43% in FQ4), Europe +11% (+8% prior), Japan +25% (+113% prior), Greater China +67%, rest of Asia-Pac +10%. Retail +5%. Cash/investment balance at $137B. AAPL -4.8% AH. CC at 5PM ET (webcast). (PR[View news story]
    Oh dear, looks like they'll have to invent something else and they've never done that before have they........split the shares as well 50/1 should take the shorts and puts out of the game.....!
    Jan 23 05:27 PM | 2 Likes Like |Link to Comment
  • Apple Tends To Reward Shorts Trading Shares In Wake Of After-Hours Earnings Reports [View article]
    Stats ..........or laws of probability....? I'd prefer to invest my money on longer term probability that Apple will come up with another innovative product based on their history for new technology.....!
    Not really interested in what the vultures pick off a stocks manipulation...!
    Jan 23 08:24 AM | 1 Like Like |Link to Comment
  • Apple Last-Minute Forecast [View article]
    Apple are only conservative on their estimates because the analysts work themselves up into a frenzy otherwise and produce stats from everywhere. Better to be conservative and right than to set expectations in the future that might not be met in this volatile market.....!
    Jan 23 07:53 AM | Likes Like |Link to Comment
  • Sharp (SHCAY.PK) has "nearly halted production" of displays for the regular iPad as demand shifts towards the iPad Mini and Apple (AAPL -0.6%) attempts to manage inventory, Reuters reports. Many analysts have already forecast the Mini, which is thinner and much lighter than the 4th-gen regular iPad, will account for a majority of iPad sales in Q1. Higher Mini sales benefit display suppliers AUO and LPL. Due to lower price tags, Apple's average gross profit on Mini sales appears to be lower than its average gross profit on regular iPad sales. [View news story]
    IPad mini prices go up just as much for the 32G and 64G options which probably sell in higher numbers therefore when stating the number of IPads sold (regardless of mini or standard), it would be good to add the differentials. Apple make an even greater margin on the additional memory.....! Have you considerd this in your "detailed" analysis ?
    Jan 18 12:14 PM | 1 Like Like |Link to Comment
  • Apple's (AAPL +4.1%) display order cuts "are within a normal 15-25% range," and not the 50% range recently estimated by The Nikkei (albeit from a sky-high starting point of 65M), thinks Wedge Partners' Brian Blair. He adds Apple was aggressively ordering panels in Q4, and still forecasts 90M iPhone sales between Q4 and Q1. Merrill's Scott Craig, who cut his PT to $630 from $720, is less sanguine: he's forecasting lower volumes due to macro issues and competition, is worried about iPhone mix, and thinks recent promotions aren't entirely subsidized by retailers. (earlier[View news story]
    Maybe they ordered extra panels in case some of their suppliers fell through, I.e . Sharp......Apple get slated for not having a good backup plan too....in order to knock the stock on the slightest weakness...........!!!!
    Jan 17 08:58 AM | 1 Like Like |Link to Comment
  • Facebook's Drop Following 'Graph Search' Announcement An Overreaction [View article]
    About time Google had some competition from other areas......!
    Jan 16 10:16 AM | Likes Like |Link to Comment
  • Apple: 7 Reasons Shorts Can't Sleep At Night [View article]
    So the Wall Street Journal jumps on the bandwagon and shorts Apple too, there are plenty more companies that are positively dying if Apple is as bad as WSJ make out........,
    Jan 15 01:20 PM | 1 Like Like |Link to Comment
  • Apple: 7 Reasons Shorts Can't Sleep At Night [View article]
    Wall Street manipulation at it's best, RIM and DELL up on what.....? Rumour and Wall St manipulation that's what, on the back of Apple suggestive remarks again, typical parasites making waves to catch some movement that makes them money with shares going up or down......banking parasites ......!
    Jan 14 04:36 PM | 4 Likes Like |Link to Comment
  • The Network Effect: Why Apple's iOS Will Win The Platform War Over Google's Android [View article]
    Good article and refreshing take on what we suspected from using the products every day........!
    Jan 10 02:17 PM | 1 Like Like |Link to Comment
  • The Trouble With Tech And The Dethroning Of Darlings [View article]
    All of these companies including Apple peaked in 2000' the difference is that Apple innovated drastically.....as it has to do again if it is to continue to progress.......!
    Jan 9 08:55 AM | Likes Like |Link to Comment
  • Is There An Apple Disconnect? [View article]
    Spot on xeus, a split is needed to stop this unwanted attention.
    Jan 8 04:58 PM | 1 Like Like |Link to Comment
  • Apple's Possible Production Nightmare Scenarios [View article]
    Your argument is majorly flawed.......Samsung have suppliers to supply parts and materials to them too unless they have their own mining industry and build their own manufacturing/testing equipment.....! Apple is leaner in the fact that they outsource, but Samsung have a monster of an overhead to keep on top of, they also make fridges, stereos, hoovers, TV's, cameras, printers etc......if you try to be the best in all of these areas you will undoubtably drop the ball somewhere.....my last two Samsung TV,s didn't last half as long as my first IPod did..............!
    Jan 7 08:55 AM | 1 Like Like |Link to Comment
  • Marvell Lawsuit: Don't Worry, It Gets Worse [View article]
    It's time to buy shares in patent law companies and forget tech stocks altogether.....!
    Jan 7 08:37 AM | 1 Like Like |Link to Comment
  • Apple Needs Product Diversification [View article]
    Samsung also sell TV's, hoovers, fridges, stereos, surround systems....as well as cheap phones, are you suggesting that Apple should break into these areas to gain market share too.....? Samsung will have a hard time competing with every electronics company in the world to be the best if it continues it's historical path......do you have any response on this point.....?
    Jan 6 12:35 PM | Likes Like |Link to Comment
  • A little more on Deutsche/Apple: The firm notes Japanese analyst Yasuo Nakane has long been cautious about FQ2 (March quarter) iPhone builds, and thinks the consensus for FQ2 iPhone sales has fallen to around 37M. The U.S. team thinks Nakane's estimates (45M builds in FQ1, 28M-30M in FQ2) implies upside to his FQ1 sales forecast, and downside to his FQ2 forecast. Meanwhile, his forecast for 17M-19M FQ2 iPad builds implies upside to an FQ2 forecast for sales of 15M. [View news story]
    Why are there no Google bears out there..........strange...
    Jan 4 06:31 PM | 1 Like Like |Link to Comment
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