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Ralph F » Comments » AAPL

  • Turbulence in the Wireless Industry: Who Benefits? [View article]
    Nice overview. This focuses on developed markets, particularly the US. But in developing markets, where the opportunity is arguably much larger, the race is for basic voice access, not for data services.
    Mar 25 07:37 am |Rating: 0 0 |Link to Comment
  • Why iPhone Unlocking is Growing Every Day [View article]
    Look at the articles from early January when AAPL was at $200 per share. Some headlines from then:

    Jim Cramer's 10 Predictions for 2008
    seekingalpha.com/artic...
    "Apple (AAPL), he predicts, will reach $300."

    The Apple of Our Eye (Sramana Mitra)
    seekingalpha.com/artic...
    "Conceivably, the stock price will spend a lot more time in the above $200 zone this year, especially after the holiday quarter results are out."

    Needham Starts Coverage of Apple with $235 Target (Eric Savitz)
    seekingalpha.com/artic...

    Apple's Target and Estimates Upped by Goldman (Eric Savitz)
    seekingalpha.com/artic...

    Some thoughts on this:

    1. Why didn't the apple faithful complain about those articles -- they encouraged people to buy the stock when it was at it's 52 week high, just before it collapsed.

    2. On the sentiment issue now, while the comments are still massively pro-apple, most articles are now bearish on the stock. That suggests to me that the stock might have bottomed.
    Feb 26 04:11 am |Rating: 0 0 |Link to Comment
  • I'm a Buyer of Apple On This Selloff [View article]
    Apple's a momentum stock. You don't buy momentum stocks that lower their guidance.
    Jan 23 11:38 am |Rating: 0 0 |Link to Comment
  • Apple Cuts iPhone Price by $200, Introduces ‘Best iPod Ever’; Shares Fall 5% [View article]
    That would explain the stock selling off 2%, maybe 3%. But not 5.2%. Agree about the news briefs though. They're excellent.
    Sep 06 01:02 am |Rating: 0 0 |Link to Comment
  • Apple to Unveil Ringtones for iPhone -- NY Post [View article]
    Has anyone estimated what revenue Apple could generate from ringtones? If you can use songs you already bought, it might not be large.
    Aug 31 10:02 am |Rating: 0 0 |Link to Comment
  • Changes in the Consumer PC Market: Great News For Apple, Ominous For Dell [View article]
    Dell's results, reported after close today, were a lot better than this article suggested, no?
    Aug 30 17:18 pm |Rating: 0 0 |Link to Comment
  • Top Stocks/Stock News Sites Searched  [View article]
    It's remarkable how dominant Yahoo Finance is in this.
    Aug 21 22:32 pm |Rating: 0 0 |Link to Comment
  • Verizon CEO Unruffled by iPhone - Barron's [View article]
    The Chocolate has horrible usability. He's in defense mode.
    Jun 24 17:01 pm |Rating: 0 0 |Link to Comment
  • Barron's Mid-2007 Analyst Roundtable [View article]
    How can PFN yield 8.9%? I assume it's leveraged. It would be interesting to know by how much and what the risks are.
    Jun 17 15:02 pm |Rating: 0 0 |Link to Comment
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