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bgold1955

bgold1955
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  • Microsoft: Surface Sales Don't Matter [View article]
    Tablets provide, at a lower cost, a device for web, email, maps, etc browsing which are the only functions necessary for a majority of owners. They have absolutely no need for MS Office. If they need that software, then they have a PC. Tablet sales are destroying PC sales in sheer numbers because Apple introduced a product that fits lifestyles for, apparently, a lot of folks regardless of how you perceive tablets.
    Dec 28 07:44 AM | 2 Likes Like |Link to Comment
  • Microsoft: Surface Sales Don't Matter [View article]
    Newyork...... Lets see what the numbers say in Jan.
    Dec 28 07:31 AM | Likes Like |Link to Comment
  • Apple (AAPL) is at risk of losing one of its key competitive advantages over Google’s rival Android system as application developers say they are becoming more constructive with Google's (GOOG) Android smartphone platform. GOOG's app store has long lagged AAPL's iPhone, however the sheer scale of Android, which now accounts for three out of every four smartphones sold, is commanding developers’ attention, despite their continuing difficulties in monetizing the platform. [View news story]
    Good point globalbusy..... I think a lot of Apple backers have "twisted bad news fatigue". Meaning, a lot of the news out there is not bad for Apple but has been presented as such in the media. I, at times, have the syndrome as well.
    Dec 28 06:24 AM | Likes Like |Link to Comment
  • Christmas Cheer To Apple's iOS, Google's Android And Amazon [View article]
    @tom434.... A lot of folks have backed up their prior device and then restored on new phone. That may explain some of it.
    Dec 28 06:19 AM | Likes Like |Link to Comment
  • Get Rich From Retiring Baby Boomers With This Little-Known Stock [View article]
    MKTX may be a good investment. It is pricey at current level and although revenue increase yoy is reasonable, annual revenue is lighter than I would expect.

    Also, I am not sure baby boomers are shifting to fixed income at current interest rates. Maybe they are, I'm not and don't see that I will until interest rates rise some.
    Dec 27 04:43 PM | 4 Likes Like |Link to Comment
  • Amazon Sees Its Biggest Holiday Season Ever While Apple, Dell, And J.C. Penney Decline [View article]
    If you think about it, I understand a 3% decline as a lot of customers could not get the product due to demand and/or production issues in a time frame that wasn't irritating. I understand peoplevwant things now.

    Although as a shareholder it is disappointing, but CNBC and some financial related articles have a bit of hysterical headlines to generate interest. If the survey is done each quarter, I suspect Apple's ratings will improve 3 points next time.
    Dec 27 01:53 PM | Likes Like |Link to Comment
  • Amazon Sees Its Biggest Holiday Season Ever While Apple, Dell, And J.C. Penney Decline [View article]
    Misleading title for article. Not sales related and no impact to investing for the small 3 pt decline. If trend continues, perhaps.
    Dec 27 01:09 PM | 5 Likes Like |Link to Comment
  • Apple Fire Sale: Part 3 - The Playlist [View article]
    Could be but he had a monster pay year in 2011. He does not seem to me to be as greedy as some in other industries ( of course it helps when you have his current net worth). Jobs was not overly obsessed with money once he had whatever level of security.
    Dec 27 11:34 AM | 2 Likes Like |Link to Comment
  • Apple Fire Sale: Part 3 - The Playlist [View article]
    Mad..... Shorting of aapl will continue until they are forced out and start covering.
    Dec 27 11:03 AM | 1 Like Like |Link to Comment
  • Apple Fire Sale: Part 3 - The Playlist [View article]
    Happy...... iPhone 5 is so boring that it and other iPhones were the #2 traffic generator this holiday in the country. iPad was # 1. Per IBM Benchmark.
    Dec 27 10:58 AM | 7 Likes Like |Link to Comment
  • Though its P/E is now well into the single digits after backing out cash, Apple (AAPL -1.3%) is having another tough day. Digitimes reported this morning Taiwanese supply chain sources expect Dec. quarter iPad Mini shipments to total just 8M due to continued touch panel shortages (previous); it sees shipments rising to 13M next quarter as panel yields improve. NPD recently reported Apple had raised its Mini display orders to 12M+. [View news story]
    After totally exhausting myself in going to 2 different Apple stores on a consistent basis for the last 7 weeks and seeing nothing be just sheer volume in both, I'm not yet to the point of believing the stuff that continues to create a sell off, on a daily basis, in the stock.

    I also went to KORS, COH, FOSL, WFM, and didn't see near the customers although all were very active. Only a 10,000 - 15,000 sqf COST store had comparable customer activity. I may be wrong, but I say stay the course, as an x- retailer, I have not seen as much activity on a sqf basis other than SBUX on a Saturday a.m. I am frustrated as I don't know what more I could do to ensure my investment in AAPL is what I perceive it should be.

    Lets get past this unbelievable political bs and see what happens in January.
    Dec 26 06:43 PM | 1 Like Like |Link to Comment
  • This Could Be Why Apple Shares Are Down [View article]
    Your analysis is based on all shares being in a taxable account ( non IRA) and all being short term gains. The likelihood of that being the case is a very low percentage of sellers.
    Dec 26 11:37 AM | 2 Likes Like |Link to Comment
  • Ignore The Noise: 3 More Reasons Apple Might Beat Estimates [View article]
    Great article. Appreciate all the links to misguided 4s estimates. I believe Apple will outperform on margins as well.
    Dec 26 10:27 AM | 5 Likes Like |Link to Comment
  • Early results suggest a weak holiday season for retailers, with MasterCard's SpendingPulse reporting sales just 0.7% higher than a year ago. "It's a lost season," says the group's Michael McNamera. Not too surprising, major discounting was common in the days leading up to the holiday, and even greater bargains are expected after. [View news story]
    Holiday season is still on. "It's a lost season". A .7 % increase over 2011 is not what I consider lost. Granted, sales at this time did not hit the 3-4% increase, however, a yoy loss would be negative growth.
    Dec 26 07:30 AM | Likes Like |Link to Comment
  • Apple - Fire Sale Ends December 31? [View article]
    If you sell for a profit you can immediately buy back with no penalties.
    Dec 25 11:09 AM | 4 Likes Like |Link to Comment
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