BSM74

Apple's Deferred Revenues Revisited: This Was a Blow-Out Quarter

This article should be removed for the blatantly wrong information it is spreading. Re-write the article, removing cost of goods sold and taxes from the deferred revenue number, and do more homework before writing your next piece.

Tribune Company: It's a Done Deal

Fantastic work! Thank you.

Apple: What to Make of the iPhone Battery Hype?

Could we get Todd to agree to stop writing these when AAPL hits 150 by year end? And yes, there were complaints about the battery life and the screen scratching.

Apple: Profits Look Thin On AppleTV

The AppleTV "hobby" doesnt matter, I cant a whole article was devoted to the financials of it. If you hate the AppleTV it is not a reason to short the stock, and if you love it, it doesnt impact enough to make it worth buying the stock.

Apple's iPhone: Is 10 Million Units In 2008 Realistic?

For the 10 million they just need to get it out in Europe and Asia later this year or for sure early 2008.

Apple: Priced for Perfection

Coming from the guy that hasnt even figured out the pricing of the Iphone: "it will sell for $599 with a one year or $499 with a two agreement"

And the guy who tried to bash the stock back at 100, I really have no choice but to take the opposite position.

Stock Splits Likely to Decline in Frequency

"Some investors would prefer buying 100 shares of a $45 stock than 1 share of a $450 stock such as GOOG"
who can blame them? 100 X 45=4,500 not 450.

The iPhone: Apple's First Flop

"having to turn off the music to answer my phone becomes a major hassle"

How about having to try to turn down the colume on the radio while getting a phone call is a pain, the iphone does it automatically, and i get to resume right where the song was when i took the call, rather then missing the song.

And COME ON, do a LITTLE research before you try to be the hero and claim that apple will fail, get the pricing right.

Gap: The Short Case

Awesome analysis.

Jump Aboard The Altria Train

Just buying calls is much more risky than a straddle, why would you say the straddle is more risky?

The feb 95s dont sound like the best deal for a straddle, 5.80 for the puts, .60 for the calls. So are spending 640 and need to the stock to trade below 88.60 or above 101.40 to break even. At 101 you could break even with your straddle, or you could spend 600 on Feb 95 calls, and profit $5,040! I hope my math is right, i hope to hear your opinion again soon.

Ten ETF Trends To Expect In 2007

All i want to see is a Natural Gas ETF and a VIX ETF and ill be happy for '07.