Accurate Year-Over-Year Comparisons Critical To Understanding Apple's Q1 FY13 Earnings Release [View article]
Great article, Anthony. I agree with AnLe's comment in terms of immediate analysis from the CNBC crew. However, even though the 1 week less is a hit on sales on a elementary analysis basis, what most people don't realize is 2012 had the "most" days between Thanksgiving and December 31 (or Christmas Day for that matter) possible. As an x-retailer those extra holiday days are huge. Obviously I cannot tell you if Apple can make up the difference, but I am certain it is a positive for sales. Especially considering the stores had stock in their back rooms.
The Trouble With Tech And The Dethroning Of Darlings [View article]
You would hope earnings will drive the stock movement at least for awhile. I do agree that aapl is a "Trading" stock at present. However, to state a $ 50 price by some analyst is absurd and certainly did not enhance your article.
Verizon Wireless (VZ, VOD) says it expect to report 9.8M smartphone activations, "with a higher mix of Apple smartphones," for Q4. That figure is up 29% from the 7.7M smartphones activated a year ago, and 44% from the 6.8M activated in Q3 (46% of them were iPhones). Verizon's Y/Y growth rate is easily above that of AT&T (T - previous), which is more iPhone-dependent, but its Q/Q rate is slower. The smartphone sales, together with strong indirect channel growth, will lead to a slight Y/Y drop in EBITDA service margin. VZ -0.5%. AAPL -0.7%. (CEO remarks: I, II) Update: Verizon PR tells Seeking Alpha the iPhone mix was higher relative to both Q3 (46% of smartphone sales) and Q4 2011 (56%). [View news story]
Nfultz1..... What would be your guess on overall iPhone sales?
Wall Street Breakfast: Must-Know News [View article]
Blue.... Would agree with you several months back but a recent stay at the hospital in November completely changed my impression of overall health care today versus even several years ago. Due to my surgeon, had a choice between 4 hospitals. Got on website that ranks hospital care, now required by federal gov't (scream), and each hospital is ranked on numerous attributes. To my surprise, all 4 hospitals were ranked outstanding in service/care but none had that outstanding rank 3 years prior. According to rankings all 4 hospitals had greatly improved their practices. Out of convenience, chose one that would have been my last choice before research. The care I received from the aids to surgeon was nothing short of spectacular. Organization, communication, constant verification and post surgery follow- up procedures were excellent. Even after I was home communication between the surgeon/doctors/hospital administration continued until all was okay. They sent me 2 surveys which I gladly filled out and mailed to hospital and a 3rd independent party.
Sorry for the long reply but thought I would share my recent experience with my situation as I have seen great improvement. My surgery was considered a major surgery but not life threatening. Not hoping for a revisit but feel more secure than before.
Wall Street Breakfast: Must-Know News [View article]
Gggl.... Your showing that you don't know the facts. It was Bush that gave them initial money with no payback. It was Obama that provided money to mostly pay vendors that were owed money by GM. Btw, shareholders, bond holders, executives, etc got absolutely nothing under Obama. Google it!!!
The Young And Restless Portfolio: Apple [View article]
Investor10163.... Can't answer your question but I do agree they can move stocks, both ways. However, a huge majority of hedge and mutual funds grossly under perform the S&P 500 index. If my performance was equal to them, I probably would have to go back to work.
AT&T announces the sale of more than 10M smartphones in Q4 vs. 9.4M a year ago. "This included best-ever quarterly sales of Android and Apple smartphones." This would suggest Q4 iPhone sales in the 7M-8M range, says BI's Jay Yarow. AAPL +1%, T -1.3% premarket. (PR) [View news story]
Etoile... That number is sales at AT&T stores and doesn't include sales via online nor the Apple stores. I would expect a larger number of online sales over LY due to shortage issue with iPhone5 in the first 6 weeks of qtr. But who knows for sure.
AT&T announces the sale of more than 10M smartphones in Q4 vs. 9.4M a year ago. "This included best-ever quarterly sales of Android and Apple smartphones." This would suggest Q4 iPhone sales in the 7M-8M range, says BI's Jay Yarow. AAPL +1%, T -1.3% premarket. (PR) [View news story]
Estimates are for at least 27% growth for same reporting qtr.
AT&T announces the sale of more than 10M smartphones in Q4 vs. 9.4M a year ago. "This included best-ever quarterly sales of Android and Apple smartphones." This would suggest Q4 iPhone sales in the 7M-8M range, says BI's Jay Yarow. AAPL +1%, T -1.3% premarket. (PR) [View news story]
Correction - 77% of sales or 4.7m iPhones for T in 3q 2012. Overall smartphone sales were 6.1m. Had iPhone5 sales for last week of qtr.
AT&T announces the sale of more than 10M smartphones in Q4 vs. 9.4M a year ago. "This included best-ever quarterly sales of Android and Apple smartphones." This would suggest Q4 iPhone sales in the 7M-8M range, says BI's Jay Yarow. AAPL +1%, T -1.3% premarket. (PR) [View news story]
Last qtr (end Sept) iPhone sales were 72% of total for T. Thus the estimate of 7-8m.
Should You Buy Apple Before The Consumer Electronics Show? [View article]
Oh really? Bought a 5 3.5 months ago and I haven't had 1 drop call and 0 calls that didn't ring. In fact, the 5 is the best performing phone made as well as the fastest with LTE which blows Samsung's LTE away. Both of the above FACTS can be found in Consumer Reports. Oct or Nov issue.
Apple's Cash Hoard Is An Asset, Not A Liability [View article]
Apple has more issues..... Like managing 125b dollars of extra cash. It is a good problem to have and the folks that are jumping on the bandwagon in terms of they are not competent enough to manage is absolutely silly. Cooperman is just trying to get them to unleash some cash so he can get in prior to x- dividends. What a game these boys play.
Accurate Year-Over-Year Comparisons Critical To Understanding Apple's Q1 FY13 Earnings Release [View article]
Accurate Year-Over-Year Comparisons Critical To Understanding Apple's Q1 FY13 Earnings Release [View article]
The Trouble With Tech And The Dethroning Of Darlings [View article]
Gets weirder by the day.
Verizon Wireless (VZ, VOD) says it expect to report 9.8M smartphone activations, "with a higher mix of Apple smartphones," for Q4. That figure is up 29% from the 7.7M smartphones activated a year ago, and 44% from the 6.8M activated in Q3 (46% of them were iPhones). Verizon's Y/Y growth rate is easily above that of AT&T (T - previous), which is more iPhone-dependent, but its Q/Q rate is slower. The smartphone sales, together with strong indirect channel growth, will lead to a slight Y/Y drop in EBITDA service margin. VZ -0.5%. AAPL -0.7%. (CEO remarks: I, II) Update: Verizon PR tells Seeking Alpha the iPhone mix was higher relative to both Q3 (46% of smartphone sales) and Q4 2011 (56%). [View news story]
Wall Street Breakfast: Must-Know News [View article]
Sorry for the long reply but thought I would share my recent experience with my situation as I have seen great improvement. My surgery was considered a major surgery but not life threatening. Not hoping for a revisit but feel more secure than before.
Wall Street Breakfast: Must-Know News [View article]
The Young And Restless Portfolio: Apple [View article]
The Young And Restless Portfolio: Apple [View article]
AT&T announces the sale of more than 10M smartphones in Q4 vs. 9.4M a year ago. "This included best-ever quarterly sales of Android and Apple smartphones." This would suggest Q4 iPhone sales in the 7M-8M range, says BI's Jay Yarow. AAPL +1%, T -1.3% premarket. (PR) [View news story]
AT&T announces the sale of more than 10M smartphones in Q4 vs. 9.4M a year ago. "This included best-ever quarterly sales of Android and Apple smartphones." This would suggest Q4 iPhone sales in the 7M-8M range, says BI's Jay Yarow. AAPL +1%, T -1.3% premarket. (PR) [View news story]
AT&T announces the sale of more than 10M smartphones in Q4 vs. 9.4M a year ago. "This included best-ever quarterly sales of Android and Apple smartphones." This would suggest Q4 iPhone sales in the 7M-8M range, says BI's Jay Yarow. AAPL +1%, T -1.3% premarket. (PR) [View news story]
AT&T announces the sale of more than 10M smartphones in Q4 vs. 9.4M a year ago. "This included best-ever quarterly sales of Android and Apple smartphones." This would suggest Q4 iPhone sales in the 7M-8M range, says BI's Jay Yarow. AAPL +1%, T -1.3% premarket. (PR) [View news story]
Should You Buy Apple Before The Consumer Electronics Show? [View article]
Don't Believe The Hype In Gold [View article]
Apple's Cash Hoard Is An Asset, Not A Liability [View article]