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  • Apple's Magic Is Broken [View article]
    Apples smart phone business problem is very simple. It only has product in a very small market segment. The top of the line small screen size market. They have no product in the middle to the low end and also has no large screens. If you think that is great move on iCook's part that is fine with me. I do not think Apple's stock price will drop a lot in the next 6 months. I do not even speculate they will not change their mind and recover in a big way. But I definitely do not believe their current formal stand on those markets are smart and they just show me they have a big ego.
    May 19, 2013. 11:16 PM | Likes Like |Link to Comment
  • Is Apple Flip Flopping Over Heat From Its Enterprise Customers? [View article]
    I do not know the detail of the vpn support they are talking.
    Apple has their best chance of growth in the corporate world and anything that will reduce support for vpn will be stupid. That may move corporations away from the iPad
    Apr 27, 2013. 05:39 AM | Likes Like |Link to Comment
  • The Apple-Microsoft Comparison Is Valid [View article]
    There is one major difference.
    Microsoft is big in the Business world and the business world do not change that fast compared with the consumer world. That means it can go up or down very quickly. It will not be flat for long.
    Actually I believe Apple will do much better in the business world with the iPad as not too many people talk about it. I predict at least 80% of SP 500 companies will have iPad apps just for their own internal business by 2016. iPad for the long term is more prosperous than the iPhone.
    The only predictable and steady with growth business Appl has are business use, education use, iTune and service
    Apr 26, 2013. 01:26 AM | Likes Like |Link to Comment
  • Apple: How To Admit You're Out Of Ideas [View article]
    I just return from China and Hong Kong also.
    Apple is still good but is quite down from say 2 or 3 years ago.
    One big sign is at the Hong Kong airport.
    The biggest store that sells computer and cell phones have many products and Apple is no longer a stand out in their shop any more like 2 years go.
    Also what Cook say about the 5 inch phone is ridiculous.
    The current iPhones has big battery problem and they just do not last more than 6 hours if you use it to take pictures. Everyone in our group has to carry an external battery for the iPhone. Also everyone has a case and some case has a battery. That makes the size of the iPhone just as big or heavy as other 5 inch phones
    Apr 26, 2013. 01:18 AM | 1 Like Like |Link to Comment
  • Apple: How To Admit You're Out Of Ideas [View article]
    that could be anything including buy back.
    also people who left and gave up their stock options.
    Since the drop in Apple stock price a lot of the stock option is worthless
    Apr 26, 2013. 01:09 AM | Likes Like |Link to Comment
  • Apple: How To Admit You're Out Of Ideas [View article]
    I am not saying what apple can or cannot do in the future. But there are plenty of very good companies in the tech world that went down to nowhere. Kodak, Xerox, DEC, Wang, Data General, RCA, Tandem etc etc etc.
    They all have very good engineers and they all fail to sustain themselves.
    Apr 24, 2013. 10:31 AM | 3 Likes Like |Link to Comment
  • Apple's New Pitch To Investors [View article]
    most successful companies have a buy back program that is kind of a constant thing that is independent of their stock prices. They are not traders that try to time the market.
    Apr 24, 2013. 04:11 AM | Likes Like |Link to Comment
  • Why Apple's Q2 Earnings Make It A Fist-Pounding Buy [View article]
    i stay out
    I trade for fun (i like to gamble) and invest for the long term with preserving capital as the number one goal.
    I also notice most people who make money "trading" usually ride a momentum to the up side. I only invest with a few things after I decided a trend has already been set and I am willing to give up the first 20% of the up side and just catch the remaining move for a better probability of not losing money,
    On trading I like to short options to gain the time premium. In APPL I was able to make small amount of money doing that even though the stock went down in the last few months while my entrance has always been shorting the puts.
    Apr 24, 2013. 04:04 AM | Likes Like |Link to Comment
  • Apple's New Pitch To Investors [View article]
    why not wait until apple has turn the corner?
    wait till apple has a year to year gain in earning before you jump
    that will not come in 2013
    and may come in 2014
    Apr 24, 2013. 02:54 AM | Likes Like |Link to Comment
  • Apple's CEO Discusses F2Q13 Results - Earnings Call Transcript [View article]
    After reading the first page and the beginning of Cook's comment I thought this must be a presentation at GS investment and not a quarter earning report. He talk about only how great the first half of the year is and never even mention one thing about the Q2. I look at the chart of the AH trading and the stock went straight down when Cook start talking. That makes 8 times Cook open his mouth and the stock tank.
    Please there are plenty of people that understand when you keep talking about 1st half and nothing about Q2 to begin your most important conference in 3 months things are bad for Q2. The stock continue to drop down to -$2 from +$20 by the end of his talk.
    Apr 24, 2013. 01:07 AM | Likes Like |Link to Comment
  • Why Apple's Q2 Earnings Make It A Fist-Pounding Buy [View article]
    all along apple supporters has use the low pe as a major argument for the stock price to be cheap. The worst assumption they use is a 5% reduction in earnings. Q2 and Q3 most likely will have about 20% reduction in earning. The stock price is projecting apple to have less earnings for quite some time. This probably will last at least through Q4 (no new product at least till fall)

    The picture is getting worst by the month. Until apple stop that earning bleeding with new products anything is possible.
    Apr 24, 2013. 12:51 AM | 3 Likes Like |Link to Comment
  • Implications Of Apple Guidance [View article]
    there is another statement that is extremely important.
    "great new products are coming in the fall and 2014"
    When ask about "summer" Cook repeated the statement.
    So iPhone 5s will not come in July or August. The Q4 number may also be very bad
    Apr 24, 2013. 12:11 AM | Likes Like |Link to Comment
  • Apple Q2 2013 Earnings Are Out: What You Need To Know [View article]
    q1 + q2 is about 24. q3 guiding is about 7
    Q4 is now a problem. Cook said great new products are coming in the fall and 2014. When ask about summer he repeat like a good politician the same sentence. That means iphone 5s is not out in July and probably in Sept. So 5 to 8 for q4 is definitely within reason.
    Apr 24, 2013. 12:05 AM | Likes Like |Link to Comment
  • Apple Q2 2013 Earnings Are Out: What You Need To Know [View article]
    they are not revenue driven
    if that is the case there would already be a lot more iphone models out there. a 5 inch one and a few lower cost one.
    Cook keep saying other 5 inch phones has problem and apple was unable to over come them as the reason why they do not have one. I have been using one (HTC DNA) for a few months now and I am not aware of any problem. Cook is not telling the truth.
    Apr 23, 2013. 11:55 PM | Likes Like |Link to Comment
  • Apple Q2 2013 Earnings Are Out: What You Need To Know [View article]
    your history is off a little bit.
    Apple was at its peak in 1989 with about 25% market share.
    The reason why Apple went down from there to almost bankrupt in 1997 is mostly due to the close system. In 1989 apple has 3 different bus system while the PC has basically one. You can make one card and sell into all pc market computers and you have to make at least 2 to cover the Mac. Companies cannot make money doing that and that begin the Mac downhill. The Mac did not stable down until it uses the Intel cpu chip and let user load windows and run windows app. Even right now many Mac are run with windows and windows app especially those who need that for their business.
    Apr 23, 2013. 11:43 PM | 1 Like Like |Link to Comment
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