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  • Time To Eat Your Apple Pie [View article]
    I would imagine with record iPhone sales, even if a large chunk is existing iPhone owners upgrading, it must bring in many new users at lower prices of the old phones and that should be a positive thing in terms of greater market penetration! I never heard a growing volume including more upgrades is a bad thing for any business unless you are a perennial Apple Bear -a la Mr Blair!
    Dec 15, 2014. 03:42 PM | Likes Like |Link to Comment
  • Apple's Sell-Off Is An Opportunity... To Sell [View article]
    I am afraid after resisting it for ever so long, I have to say that I am coming round to the thinking presented in this article. Tim Cook is a plodder and an incrementalist at best. For an Ops guy he can't even manage his supply lines to ensure adequate supple of "new" incrementalist products. Apple needs someone bolder, more imaginative and a risk taker who is driven by innovation and not just the immediate bottom line, which in any case is suffering. The shareholders are holding out with baited breath for some new things but we hear only talk about these things and then out comes Samsung or Google with these innovations. Cook is a follower and not a leader. He must go!
    Feb 4, 2014. 08:16 AM | 2 Likes Like |Link to Comment
  • Apple: Unfortunately It Was A Disappointing Earnings Report [View article]
    In spite of competitors releasing many more tablet models during the past year the fact that Apple has sustained the iPad sales speaks volumes for that product. You will see the pick up once iPad Air is in the market. As far as the iPhone sales are concerned, in spite of all the hype about the Samsung and other Android / Windows phone, the performance of iPhone sales is nothing short of sensational. Let India and China come into play and you will also notice further inroads there!

    It is inevitable with growing competition that Apple's margins have to erode but it retains significant market share while not diluting its quality.
    Oct 29, 2013. 08:54 AM | 1 Like Like |Link to Comment
  • India Rupee ETF On Shaky Footing [View article]
    The profligacy of the Indian government, enforced by political aspirations of Sonia Gandhi to secure the Nehru/Gandhi dynasty in next year's elections, has left the RBI with no other policy option in the wake of the Rupee decline. But the interest rate option has not been persevered with, once they realised that the Rupee in free fall would not respond to interest rate hikes. Only strong fiscal measures combined with substantial economic reforms and liberalisation measures will stop the currency rot. These are not in the gift of the RBI! In the medium term the damage to economic growth is almost assured. Any messy outcome in the elections next year, currently indicated by opinion polls, would only exacerbate pressures on the currency and the economy!
    Sep 4, 2013. 08:57 AM | Likes Like |Link to Comment
  • Julian Robertson's Tiger Management unloaded the 42K Apple (AAPL) shares the firm still had going into Q1. Tiger, which has owned Apple for years, had pared its stake from 101K in Q4. On the other hand, Tiger initiated positions in Dunkin' Brands (DNKN - 546K shares), Monsanto (MON - 192K), McGraw Hill (MHP - 408K), and H&R Block (HRB - 849K). AAPL -1.1%. (13F) (Q4 hedge fund sales[View news story]
    Why is 42K a big deal?
    May 15, 2013. 09:54 AM | 2 Likes Like |Link to Comment