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426260

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  • The Cheaper iPhone Is Already Here [View article]
    Verizon did have a blow-out quarter, but AT&T's total 4Q12 smartphone unit sales grew only 6% over 4Q11, which is a marked deceleration from 4Q11/4Q10 growth of 27% (http://bit.ly/ZChGn5).

    With respect to the China Mobile news, it is surprising to see the stock price retreat so quickly.
    Jan 10 10:22 AM | 1 Like Like |Link to Comment
  • Why You Should Embrace This Dip In Apple [View article]
    Jon T:
    "China Telecom will bring another big move..."

    It was reported by CNET on 9/26 that the iPhone 5 received regulatory approval in China for both China Telecom and China Unicom - see excerpt from article below (http://cnet.co/PdEQ9z):

    "The iPhone 5 is now officially certified for China...
    One goes by the model number A1429, which would be geared for China Unicom's WCDMA network and match up with the Hong Kong version of the iPhone 5, Sina Tech said. The other is model A1442, which would work on China Telecom's CDMA2000 network."

    Another potentially bullish fact mentioned in the same article is that the Qualcomm baseband chip is compatible with China Mobile's proprietary TD-SCDMA standard:

    " But a recent teardown of the iPhone by iFixit discovered a Qualcomm modem. That model can talk to networks using TD-SCDMA, the same standard used by China Mobile, reports The Wall Street Journal."
    Sep 28 11:55 AM | 1 Like Like |Link to Comment
  • How To Play The iPhone 5 Announcement [View article]
    "Very few hedgies own AAPL..." - here is a link (see below) to an article titled:
    "The World's Biggest Hedge Fund Hotel Just Became The Biggest Ever - 230 Hedge Funds Own Apple As Of June 30"

    See the table at the bottom of the article which lists Apple as the stock with the largest number of hedge fund investors.

    http://bit.ly/TNOpRr
    Sep 11 10:37 AM | 2 Likes Like |Link to Comment
  • The Apple 'Buy Zone': Is It Time To Take Another Bite? [View article]
    Short squeeze on Apple? Finviz.com states that the Apple short float is only 1.6% and the short ratio is just 0.79.
    Jul 5 09:21 AM | Likes Like |Link to Comment
  • The Apple 'Buy Zone': Is It Time To Take Another Bite? [View article]
    JH001 - yes, the quote is from 2010, but the CFO notes that the software stores have a high variable cost and require significant investment. The vast majority of applications/music requires Apple to pay significant royalties, since Apple does not own the content. Consequently, content/applications may contribute a consistent revenue stream, but little in the way of profits.
    Jun 27 12:30 PM | Likes Like |Link to Comment
  • The Apple 'Buy Zone': Is It Time To Take Another Bite? [View article]
    The software ecosystem is run at essentially break-even (see comments from Apple earnings call below) and is "a means to an end" - selling very profitable hardware devices.

    Here's the quote from an Apple earnings call:
    "Regarding App Store and iTunes Store, running a bit over break even and that hasn't changed. Very excited to be providing developers with a fabulous opportunity...Variable cost structure is high and investing a lot in these stores. As revenue grows, continuting to invest more to give customers and developers a great experience."

    http://bit.ly/MVResZ
    Jun 26 07:55 PM | Likes Like |Link to Comment
  • Protective Covered Call For Protecting Profits In Apple [View article]
    Your maximum margin requirement should be the difference between the strikes minus the credit you collect. So, $10,000 <10 contracts X 100*$10> - $2150< $2.15*1000> = $7850
    Apr 15 04:13 PM | Likes Like |Link to Comment
  • Protective Covered Call For Protecting Profits In Apple [View article]
    So, your strategy is more than just a covered call, but a "collar", because you are buying the protective put with the proceeds from the sale of the call. You may want to change the title to reflect that you are recommending a form of a debit "collar".
    Apr 13 11:19 AM | 1 Like Like |Link to Comment
  • Apple's Implied Volatility: What Does It Tell Us? [View article]
    The last time I checked on a Bloomberg terminal, the estimate was April 20 for the next earnings release.
    Mar 19 03:07 PM | Likes Like |Link to Comment
  • Potential Takeover Targets For Apple [View article]
    According to Apple's 2010 10-K, they have spent on average approx. 3% of its revenues/year on R&D from 2008 - 2010. For fiscal 2010, Apple only spent about $1.8B on R&D. So, the cash on the balance sheet dwarfs what Apple typically spends on R&D.
    Oct 11 01:28 PM | Likes Like |Link to Comment
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