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400289

400289
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  • Apple: One Incredible China Stat [View article]
    It has been said Tim Cook is not the visionary that Steve Jobs was but steadily and incrementally Apple is delivering products that people use and apparently use a great deal more than Android users. When the next product that everyone didn't know they needed but can't live without arrives, the naysayers will be disappointed. I don't know if it will happen this year, but it will surely happen.
    Jan 22 07:05 PM | Likes Like |Link to Comment
  • September 10 May Be A Great Time To Put On An Apple Short [View article]
    I'm afraid that you are very "short" sighted.
    Aug 14 04:21 PM | 4 Likes Like |Link to Comment
  • Apple (AAPL +3.2%) is reportedly offering $17B in its bond sale, making it the largest U.S. corporate debt deal ever. Bloomberg reports $5.5B in 10-year debt will be sold at just a 75bps premium to 10-year Treasury yields (currently at 1.68%). (previous: I, II) Update (3:47): The deal is official. Reuters: "The company is offering $1 billion of three-year floating-rate notes, $1.5 billion of three-year fixed-rate notes, $2 billion of five-year floating-rate notes, $4 billion of five-year fixed-rate notes, $5.5 billion of 10-year fixed-rate notes and $3 billion of 30-year fixed-rate notes." [View news story]
    It is interesting to speculate which is safer, Apple's debt or the US Treasury. I suppose the only edge the Treasury has is taxation but it would appear based on history that Apple is less likely to become insolvent than the US at this rate. I think the stock plus dividends is a better buy looking ahead over the next 2 years.
    May 1 01:11 AM | Likes Like |Link to Comment
  • Where was this story 50% ago? Its cover showing a tombstone engraved "R.I.P. PC," Barron's says DELL and H-P (HPQ) will fade from view. Next up for trouble could be Microsoft (MSFT), seemingly cheap at 9X 2013 earnings, but which reported sales at its Windows unit off by a third Y/Y after backing out pre-sales for Windows 8. The world awaits the launch of Surface at midnight on Friday. More winners/losers here[View news story]
    It was Steve Jobs who first heralded the "post-PC" era.
    Oct 20 12:29 PM | 1 Like Like |Link to Comment
  • iPad Mini Success Will Sink Apple Margins; Look For 30% Downside [View article]
    I bet you believe that HP is a great buy at the current level....
    Oct 4 08:48 PM | Likes Like |Link to Comment
  • Merck Poised To Soar On New Insomnia Drug [View article]
    You are putting me to sleep....
    Actually the real blockbuster for Merck will be anacetrapib, IF it works, but we won't know for 4-5 years.
    Sep 21 08:38 PM | Likes Like |Link to Comment
  • Will Apple Sink On Tepid Response To iPhone 5? [View article]
    I do understand how value investors cannot grasp owning the most valuable company in the world and prefer cheap downtrodden companies, so please stick to writing about those companies rather than one that you cannot imaging why the "rest of us" want to own while we enjoy the succession of wonderful products they create. You should probably buy more Microsoft and Nokia stock, so you can own more "value." On the other hand, when investors like you start to love Apple, it really is probably time to sell....so keep up the pessimism!
    Sep 21 08:35 PM | 1 Like Like |Link to Comment
  • Will Apple Sink On Tepid Response To iPhone 5? [View article]
    Your next article will probably praise Microsoft. I do understand that value investors like cheap downtrodden companies, and cannot grasp owning the most valuable company in the world. So, don't waste our time writing ridiculous articles like this and write about those "cheap" companies please.
    Sep 21 08:31 PM | 1 Like Like |Link to Comment
  • A Rotten Apple [View article]
    "If it can stay ahead of its competition?" The only thing its competition can do it illegally copy its design and violate its patents.
    Sep 12 10:10 AM | 7 Likes Like |Link to Comment
  • Understanding Apple As An Investment [View article]
    You are absolutely right on in your analysis. Most of those who keep waiting for the next blockbuster product from Apple don't get it, you clearly do. Maybe they will start buying Apple when it reaches $1000!
    Aug 17 10:40 AM | 2 Likes Like |Link to Comment
  • AT&T (T) has reportedly been instructing store managers to discourage customers from buying iPhones (AAPL), and instead steer them towards Android and Windows Phone devices. The iPhone's higher subsidies, and AT&T's efforts to reduce subsidy expenses, could be the reason. Verizon has also been trying to lower iPhone sales, reportedly in order to migrate users to its 4G network. AT&T's iPhone sales fell 14% Q/Q in Q2 to 3.7M.  [View news story]
    I agree and have noted this for years. Those who have had iPhones in the past will not be dissuaded from purchasing more iPhones but naive non smartphone users will listen to the sales pitch. The only thing is that while this has continued for years, Apple's iPhone sales have continued to increase so I doubt it will result in any impact on future iPhone sales, especially in the enterprise and particularly in China where Verizon is completely irrelevant.
    Aug 1 11:59 AM | 1 Like Like |Link to Comment
  • "Over time, things have really soured between Siri and me. We barely speak anymore," says the NYT's Nick Bilton, discussing his falling out with Apple's (AAPL) voice-assistant software. Bilton adds the latest version of Google Voice Search (GOOG), an element of Google Now that's found on Android 4.1, is a superior alternative, and others seem to agree. Google has plenty of incentive to deliver a quality rival to Siri, given how it diverts traffic from Google search. (previous: I, II)  [View news story]
    I suppose it depends on your values: http://bit.ly/NxN1im
    Jul 16 11:49 PM | 1 Like Like |Link to Comment
  • Einhorn Still Thinks Apple Is Still Cheap, I Still Don't Want To Own It [View article]
    Fortunately, Tim Cook and the team that lead Apple have more vision than the author of this article. But those of you who don't own their stock shouldn't care. So then, why do you bother to take the time to comment on Apple articles?
    Jun 2 08:24 PM | Likes Like |Link to Comment
  • Einhorn Still Thinks Apple Is Still Cheap, I Still Don't Want To Own It [View article]
    Fortunately, Tim Cook and the talented team that leads Apple have more vision that you do. But if you don't own the stock, then it wouldn't matter to you, would it?
    Jun 2 08:21 PM | Likes Like |Link to Comment
  • You're Wrong About Tim Cook's Apple [View article]
    Excellent article, I am totally with you and have owned Apple products since the "Fat Mac" in 1986. Their ability to innovate and design beautiful products is inspiring and they now have a CEO who trumps Steve Jobs on one thing--humility and the ability to really work with people, even if he doesn't have a "reality distortion field."
    May 12 10:23 PM | 2 Likes Like |Link to Comment
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