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2MuchDebt

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  • Apple (AAPL) has slashed prices for three 13" MacBook models. The price of the 13" retina MacBook Pro with 128GB SSD has been cut by $200 to $1,499, and the 256GB model by $300 to $1,699. Meanwhile, the 13" MacBook Air with 256GB SSD has been cut by $100 to $1,399. Apple's 15" retina MacBook Pro models remain priced at $2,199 and $2,799, but both have been given faster Intel Core i7 CPUs, and the costlier model now sports twice as much RAM. The moves follow a quarter where Mac shipments fell 22% Y/Y, and revenue 16%. (PR[View news story]
    Mac unit sales fell 22% and revenue 16% from Q1 2012 to Q1 2013 and you think Apple is coming out with a new model for Mac? Doubtful...
    Feb 13, 2013. 09:46 AM | Likes Like |Link to Comment
  • Apple (AAPL) has slashed prices for three 13" MacBook models. The price of the 13" retina MacBook Pro with 128GB SSD has been cut by $200 to $1,499, and the 256GB model by $300 to $1,699. Meanwhile, the 13" MacBook Air with 256GB SSD has been cut by $100 to $1,399. Apple's 15" retina MacBook Pro models remain priced at $2,199 and $2,799, but both have been given faster Intel Core i7 CPUs, and the costlier model now sports twice as much RAM. The moves follow a quarter where Mac shipments fell 22% Y/Y, and revenue 16%. (PR[View news story]
    Margin compression for the investor and a few extra dollars in the pocket for the consumer.
    Feb 13, 2013. 09:32 AM | 1 Like Like |Link to Comment
  • Will Apple Get Its Mojo Back? [View article]
    @JUDOKA: I'm not sure what you're getting at, but I'm referring to the concept that a fundamental analysis of Apple yields an undervalued stock. However, this has been the case for quite some time. Maybe "manipulation" was the incorrect word choice, but the point is that Apple is not being recognized by the market for the market leader it is and the significant cash flow generation Apple achieves. I exited out of Apple because it appears that fundamental analysis achieves little in determining expected return in AAPL.
    Feb 6, 2013. 03:41 PM | Likes Like |Link to Comment
  • Will Apple Get Its Mojo Back? [View article]
    I was long Apple and have never shorted Apple... I am no longer long Apple (no positions in the stock). It seems like too much manipulation going on in the stock for me to handle. As for your other comment, I had never previously used a Galaxy S3 before. Upon reviewing the phone selections with my brother I was impressed with the S3. I'm not taking aware from the iPhone because it is very reliable and has good batter life in my experience, but I feel as though the S3 offers a better user experience (and I was surprised that I liked the bigger screen).
    Feb 6, 2013. 01:49 PM | Likes Like |Link to Comment
  • Will Apple Get Its Mojo Back? [View article]
    Interesting article and perspective. Thanks!

    I'm in the camp that thinks the iPhone 5 is inferior to the Galaxy S3 and will likely be switching to a Samsung phone upon upgrade (currently an iPhone user). My brother recently upgraded to an S3 and it is incredible! More features, bigger/more colorful screen, and I like the customization factor.
    Feb 6, 2013. 01:14 PM | Likes Like |Link to Comment
  • January Nonfarm Payrolls: +157K vs. consensus +160K, 196K previous (revised from 155K). Unemployment rate 7.9% vs. consensus 7.8%, 7.8% previous. [View news story]
    @IT: I understand where you're coming from. Also note though that the previous two months were revised significantly higher.

    "The change in total nonfarm payroll employment for November was revised from +161,000 to +247,000, and the change for December was revised from +155,000 to +196,000."
    Feb 1, 2013. 08:39 AM | 1 Like Like |Link to Comment
  • 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]
    brudd: I hear you from a valuation perspective, but I just don't see that happening in the near future. I'm long AAPL.
    Jan 23, 2013. 10:18 PM | Likes Like |Link to Comment
  • A little more on Apple: FQ1 iPhone revenue +28% Y/Y to $30.7B (56% of sales), healthy ASP of $641 (was $636 in FQ4). iPad revenue +22% to $10.7B, ASP falls to $467 from $536 thanks to iPad Mini. Macs -16% to $5.5B, ASP rises to $1,359. iPods -15% to $2.1B, iTunes/software/services +22% to $3.7B, accessories +25% to $1.8B. Opex +14% Y/Y to $3.85B (7% of revenue) R&D spending +33% to $1.01B. Free cash flow of $21.1B vs. net income of $13.1B. [View news story]
    Herr: I don't think I want to know how the shares trade tomorrow and Friday...
    Jan 23, 2013. 10:10 PM | Likes Like |Link to Comment
  • Apple (AAPL) CEO Tim Cook met with China Mobile (CHL) Chairman Xi Guohua today, when they discussed "matters of cooperation" and signed a confidentiality agreement. The talks have increased hopes of a breakthrough between the companies that would allow China's largest operator to offer iPhones. Tim Cook said he is confident the country will soon become Apple's largest market, with the company planning to increase the number of stores there to over 25 from 11. (previous[View news story]
    Somehow people will put a negative spin on this news... I'm just waiting for the posts.
    Jan 10, 2013. 08:18 AM | 3 Likes Like |Link to Comment
  • Apple (AAPL) is working on a cheaper iPhone that could launch later this year, the WSJ reports. One source says the device could resemble the regular iPhone, but "with a different, less-expensive body." The cheapest iPhone currently sold (the 8GB iPhone 4) goes for $450 unlocked, putting it out of the reach of many emerging markets buyers, as well as some prepaid buyers in developed markets. The fact low-end Android phones sell for much less (sometimes less than $150 unlocked) has done wonders for Android's international share. [View news story]
    There are many that have been talked about, but I don't know for sure. I'm assuming nobody does unless they work at Apple. Did you know how big the iPhone would be before it was launched? Many people talked about the iPhone as if it would be a huge failure. Look at where it is now. All different types of tech companies have followed in Apple's footsteps due to its success. I'm offering a different perspective that I believe is reasonable. Would you disagree?

    Where is the 90% decline in profits at Apple that css speaks of?
    Jan 8, 2013. 09:55 PM | 1 Like Like |Link to Comment
  • Apple (AAPL) is working on a cheaper iPhone that could launch later this year, the WSJ reports. One source says the device could resemble the regular iPhone, but "with a different, less-expensive body." The cheapest iPhone currently sold (the 8GB iPhone 4) goes for $450 unlocked, putting it out of the reach of many emerging markets buyers, as well as some prepaid buyers in developed markets. The fact low-end Android phones sell for much less (sometimes less than $150 unlocked) has done wonders for Android's international share. [View news story]
    You're right Macro. Apple is exactly like Dell... I will take your advice and short Apple because of a completely different company's performance in a different decade. Thanks for the input.

    Side note: it's truly amazing, and quite entertaining, to see the oracle's of Apple's future. Apple should just hire all those who post negative comments on this site and Apple would shoot back up to $700/share due to a far superior strategy.
    Jan 8, 2013. 09:43 PM | 4 Likes Like |Link to Comment
  • Apple (AAPL) is working on a cheaper iPhone that could launch later this year, the WSJ reports. One source says the device could resemble the regular iPhone, but "with a different, less-expensive body." The cheapest iPhone currently sold (the 8GB iPhone 4) goes for $450 unlocked, putting it out of the reach of many emerging markets buyers, as well as some prepaid buyers in developed markets. The fact low-end Android phones sell for much less (sometimes less than $150 unlocked) has done wonders for Android's international share. [View news story]
    @css1971: And what makes you think HTC's performance is a direct correlation to Apple's profitability? You constantly harp about the passing of Steve Jobs as the demise of Apple. Apple has attracted the best talent in the industry. While Jobs was an important figurehead at Apple I say with strong conviction, and respect, that Apple will do just fine without him due to new product releases, product refresh cycles and strong brand and customer loyalty driven by Apple's reliable, easy to use products and ecosystem. Apple's future remains bright, even if it doesn't grow profitability as fast as it did in the past (which in the short term looks to be the case). Sorry buddy, but you're going to have to do better than that to scare people away from this stock and make good on your puts.
    Jan 8, 2013. 09:31 PM | Likes Like |Link to Comment
  • The Sole Apple-Beater: Samsung Electronics [View article]
    Bingo
    Jan 4, 2013. 02:11 PM | Likes Like |Link to Comment
  • The Sole Apple-Beater: Samsung Electronics [View article]
    This bickering will continue on endlessly. Those who don't believe in Apple as a good investment will come up with a few explanations (potentially plausible) and those who do believe that Apple is a good investment will provide stats and best guess of expectations (also plausible). Some people like Samsung devices, some like Apple devices. Generally speaking they are both good devices. I happen to prefer Apple devices over Samsung or other Android devices.
    Jan 4, 2013. 02:01 PM | Likes Like |Link to Comment
  • The Sole Apple-Beater: Samsung Electronics [View article]
    Great post and I agree with you.
    Jan 4, 2013. 12:38 PM | Likes Like |Link to Comment
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