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  • Apple's Competitive Edge: Apple As Market Regulator [View article]
    @dezee. What do you know about the long term of Apple or the new iterations of iphone & Ipad ? Please share this with us.
    Aug 22, 2014. 06:46 AM | 3 Likes Like |Link to Comment
  • Code Orange For Apple: Market Share Decline Is A Pounding Headache [View article]
    Another MB. The author has to learn to compare apples with apples. Unless he knows this & therefor he tries to manipulate with irrelevant market share figures.
    Aug 5, 2014. 06:20 PM | 2 Likes Like |Link to Comment
  • Code Orange For Apple: Market Share Decline Is A Pounding Headache [View article]
    Apple's unit sales is growing every Q not declining. The market share declines because the overall market is growing faster thank to the pseudo smartphones that do not matter.
    Aug 5, 2014. 06:14 PM | 6 Likes Like |Link to Comment
  • Apple Update: Short Interest Hits 2014 Low [View article]
    Short selling increase = more people who sold (downside pressure) in the period before = Possible obligation to cover & upside pressure if some good news but, also continuation of downside pressure if no good news.
    So short selling increase is negative for the stock if no future good news & positive for the stock if upcoming good news.
    The short selling decrease has obviously the reverse impact.

    Finally, it is a bet & depends if good news or bad news. One cannot predict it & the increase or decrease of the short selling interest has NO MEANING by itself on the behavior of a stock in future & doesn't predict anything. It is just a mesure of the sentiment of the market.

    Jul 29, 2014. 08:13 AM | 2 Likes Like |Link to Comment
  • Apple's Q3 Bonanza: The Real Story May Be Not Quite So Bullish [View article]
    @ MB. In your last articles & specially in this one, you suggest that Apple's management is manipulating the Chanel numbers in order to present better sales figures, specially better ASP.
    To me, Apple's Chanel inventory reflects the 4 to 6 weeks sales buffer that they need as a sane management. This means that the Chanel is provided with a mix of what Apple believes will be sold during the 4 to 6 weeks period. The Chanel excludes Apple's own stores stock.
    You pretend that Apple's management is dishonest & manipulates the accounts like did Enron.
    I read carefully the accounting statement of all companies in which I invest and, to this date, Apple's earning releases are the most open & honest ones. Only Apple differs revenue for future software upgrades or guarantees.
    Your articles are not only full of wrong & biased informations. They reflect also your paranoia as I prefer not to think of you as dishonest.
    Jul 27, 2014. 07:29 AM | Likes Like |Link to Comment
  • Apple's Q3 Bonanza: The Real Story May Be Not Quite So Bullish [View article]
    @MB. another reiteration of your market share theory.
    You invent sales numbers for each Iphone without any reason. But have you asked yourself a simple question: why so many people buy a 3 years old device when other devices are available to them at lower price. The answer is : They want to buy an apple device even 3 years old one.
    My question: Aren't you tired of being so often wrong ?
    Jul 25, 2014. 11:55 AM | 13 Likes Like |Link to Comment
  • Apple rallies post-earnings; Street focuses on margins, iPhone 6 [View news story]
    There is no such subsidization. It's just 200 downpayment and the rest of the phone's price paid thru contract which will be cheaper if full price of phone paid in advance. Refer to T-mobile prices.
    Career's continue invoicing full contract prices even after the 2 years period. I know many people who continue to pay their contract even after 2 years without changing their phone.
    Jul 23, 2014. 05:01 PM | Likes Like |Link to Comment
  • Apple: A Record Quarter That Slightly Disappointed [View article]
    You may perhaps see the new products this fall or during 2015 when they are ready.
    Jul 23, 2014. 06:04 AM | Likes Like |Link to Comment
  • A Breakdown Of Apple's ROE Tells A Cautionary Tale [View article]
    ROE is not a trend showing metric. ROE has to be analysed over long periods. It's peaks & dips reasons shall be found & analysed. For example, a big investment will bring the immediate return on equity down but, if it is a good investment, the metric will show an steady increase after the investment starts to bring in it's positive result.
    Conclusion. ROE is usefull but depends on how we look at it and certainly not the way the author is using it. IMHO, the author just looks at the formula and it's breakdown components without understanding the essence of what is behind. He has more to learn that to teach. He also can learn if he wants to.
    Jul 22, 2014. 04:59 AM | 1 Like Like |Link to Comment
  • Apple's Q3 Risks Are To The Downside [View article]
    Correction. The stock price tanks.
    Jul 20, 2014. 07:47 AM | Likes Like |Link to Comment
  • Apple's Q3 Risks Are To The Downside [View article]
    @MB. Same arguments under a different title. The same "déjà vu" feeling.
    MB states that 4S sales were very high but his conclusion from this is not the fact that so many customers prefere to buy an almost 3 years old phone priced higher than most middle end or low high end smartphones with a plethora of new useless gadgets on them. He concluded the exact opposit of what he is preaching (any sales is good for the market share even if useless low end or profitless any category).
    MB uses the same arguments to cash Apple or to praise Samsung, Xiaomo, etc.
    But he may be right one day. That is after the full value of Apple's innovative products is priced in the stock price. It is not the case now even if, for some self called analysts' prediction reasons Apple doesn't meet their medium forecast and the stock price peaks.
    Jul 20, 2014. 07:45 AM | 1 Like Like |Link to Comment
  • IBM Transformation Continues, Expect The Shares To Trade To $250 By Year-End [View article]
    Would you please give a link to your article. Thanks
    Jul 18, 2014. 04:19 AM | Likes Like |Link to Comment
  • Apple Is The Big Winner In The IBM Deal [View article]
    the deal cld have a huge impact on 5.5" I6 sales.
    Jul 17, 2014. 12:23 PM | 1 Like Like |Link to Comment
  • Apple Is The Big Winner In The IBM Deal [View article]
    MSFT gained because of 18000 job cut announcement.
    Jul 17, 2014. 12:22 PM | 3 Likes Like |Link to Comment
  • Weak Smartphone Markets May Disappoint The Apple Bulls [View article]
    Michael Blair will not change whatever Apple company or stock does. MB is long blackbury with a non existing market share & even less profit share but shorts Apple whatever Apple's profit share on the assumption that Apple's market share is shrinking. He doesn's care about the growth of the overall smatphone market & the growth of Apple's sales both numbers sold & $ gained. He only focus on Apple's market share. A percentage obtained by dividing A = number of Iphones sold by, B = number of total smatphone sold. He doesn't understand that A can grow even if the quotiant A/B shrink because B growing faster. He doesn't understand the B's growth is mostly coming from low end smatphone sales growth where there is almost no dofference beetween a smartphone and basic cellphone. He doesn't understand that A's growth has to be compared to the volume of high end smartphone.
    I first thought that MB understands the irrelevance of his statements but he does continue posting the same arguments posts after posts, although with a different title & a slightly different way, just for collecting clicks. I was even thinking that he is not really short the stock as he claims.
    But then, after seeing him so stuburnly against the evidence article after article and how deliberately he is changing the statistical data to back his vieuws, i am now sure that he is blinded by some kind of hateress probably coming from the fact that Apple's success was built on Blackburies ashes.
    I don't read his articles anymore because there is not anything to learn there. Just a quick diagonal reading. I am more interested by blogers posts.
    Jul 13, 2014. 07:24 AM | 12 Likes Like |Link to Comment