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faramarz

faramarz
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  • Apple: Don't Panic, This Is An Opportunity [View article]
    @ Michael Blair & Ivsroars2010
    Apple death is announced many times since 1986.
    I cannot say that a company is dead when it reports almost continuously higher revenue & EPS.
    Real traders make money out of Apple's fluctuation.

    Real (long term) investors, those who are long for longtime & keep their holding regardless of ups & downs, have made money & will continue to make money by holding Apple.

    But short term investors, those who buy &/or sell following the news or some quarterly results, etc. may make or lose money depending if they are lucky or not. This kind of investors are a hybrid kind between traders & real long term investors & their decision is mostly based on which side the coin falls. This time the coin fell on the wrong/right side for them depending if they were long or short.

    MB or the kind are traders on relatively long periods by options/puts. They are not real stock holders.

    As far as i am concerned, i first bought apple in 2003 & since then i have just added to my holding. The highest i bought (late 2012), apple traded at 509. I added some at 440, 398 & finally at 399 last june. My average price is in the about 280. Never sold because never had the right crystal ball. between yesterday & today my apple holding is going to loose 10% of it's value but this is if i just an instant value of this holding. My real gain or loss will be determined when i decide to sell. I will take the sales decision if fundamentals start to show real weakness. Fluctuations around positive results & solid fundamentals are not enough reason for trigging such decision.
    Jan 28 10:38 AM | 1 Like Like |Link to Comment
  • Apple Will Beat Street Estimates, A Buy Is Justified [View article]
    MB quoted WSJ but purposedly forgot to mention that the photo had been taken from an angle that hided the real crowd. Another photo taken by the same journalist & published at the same time shows at least 50 persons around TC & CM chairman including those 12 persons showed in the WSJ photos. MB knew this because he comented the article that mentioned this biais way of showing things.
    WSJ purposedly cheated & MB knowing this quoted WSJ because this suited his article. So MB is also a cheater.
    Jan 27 05:09 AM | Likes Like |Link to Comment
  • Why Apple's China Mobile Launch Was A Flop [View article]
    Michael. This photo was taken from an angle which hided the real crowd. You know this. You even posted a coment when this was revealed in a SA article.
    Jan 23 06:20 PM | 1 Like Like |Link to Comment
  • Apple, Cirrus Logic rally after iPhone/iPad supplier reports strong sales [View news story]
    NWCats404. I thimk that 500k was the total production & not related to a particular producer but i may be wrong on that.
    Jan 14 07:15 AM | Likes Like |Link to Comment
  • Apple, Cirrus Logic rally after iPhone/iPad supplier reports strong sales [View news story]
    IMHO apple will just report within the original guidance. I think that Apple will not make a rule of Guidance adjustments. Gross margin will be a better than guided. 1/2m 5s during 60 days & 350k during 30 days lead to 40.5m 5s to be added to +/- 12m 5c & 4m 4s = 56.5m iphones. ASP of 600 = 33.9b. Iphone accounts for +/- 58% of apple's income = 57.5b
    Jan 13 06:24 PM | 1 Like Like |Link to Comment
  • My 2 Bits On 64-Bits And Apple's Strong Q1 Outlook [View article]
    Michael. from techie posts i am convinced that your analyze on A7's performance is untrue.
    But i have to admit that your calculation of Apple's Q1 revenue estimation is +/- correct. You are taking the low end of your forecast, i believe Apple will deliver towards the high end due to a better ASP. We will see on jan 27
    Jan 13 11:25 AM | Likes Like |Link to Comment
  • Why The Apple Bears Have Got It Wrong And Here Is The Proof [View article]
    The stock price is declining because the market impression is tha t apple will just deliver within the forecast. The market expected apple to give a new guidance as they did in september. I tend to agree with the market. I beleive that apple will deliver a decent q1 within the original guidance. May be slightly above the high end but nothing spectacular. I am long apple & do think that 2014 will be the star of a new good era. I beleive that achieving within the guidance is allready a very good result but i doubt that mr market thinks the same..
    I foresee 620 to 670 for fy2014.
    I started to buy apple from 50 & haved never sold. My average price is 345. I'll sell when apple starts to make cheep products for the sake of market share.
    Jan 8 06:17 PM | 3 Likes Like |Link to Comment
  • Apple: Panic Time Already? [View article]
    @MB. xiaomi's sales was 10,000 & not 100,000 in the first 10 minutes.
    Iphone sales on the launch we was 31250 for the first 10 minutes if you consider 24 selling hours/day. If you consider only 12 selling hours/day, the iphone sales become 62500 on the first 10 minutes. This is a number obtained from the 9,000,000 iphones sold over the launch we. But if we consider the fact that the first 10 minutes the sales speed is much faster than the figure obtained from the total sales of the launch we, then that number become at least double : about 125,000 unites on the first 10 minutes.

    So Michael, you needed to add a zero to the announced figure to make it impressive number.
    Jan 7 09:15 AM | Likes Like |Link to Comment
  • Apple: Panic Time Already? [View article]
    @MB. Those. 15 M/ year were grey market figures. 1.5M/month (18M/year) is very realistic (or even conservative) when CHL selling.
    Jan 7 09:01 AM | 1 Like Like |Link to Comment
  • Forget MyFord And The Rest: Apple And Google Will Own Your Dashboard [View article]
    @michael. Apple will not make money on the hard/software. May even want to get in with a loss. The big money for applr will be in the service while locking more @ more the users in the ios/os ecosystem.
    You seem to ignore this part of apple's incentive @ the value attached to it in all your posts & articles. You reason only on market share @ hardware price & volume. Faramarz
    Jan 4 06:16 AM | 1 Like Like |Link to Comment
  • Apple Can Bounce, But Buyers Be Patient [View article]
    I think Apple will hit the high end of their guidance for Q1 & the actual correction is pricing in this eventuality. big players were expecting an upgrade of Q1 guidance.
    Jan 3 06:57 PM | 2 Likes Like |Link to Comment
  • 2014 May Be The Year To Short Apple [View article]
    None of your long term arguments about apple's market share decline can justify your short term bearish move.
    The 2 competitors That you are mentioning are losing money with their products. Apple is in the upper side of the 400+ usd market. Apple enjoys the premium brand status & is not competing in this same field as samsung, etc..
    Dec 30 06:39 AM | 9 Likes Like |Link to Comment
  • Apps Won't Save Apple [View article]
    To nathan. That 2/3 share of the android profit is coming from the high end of samsung's smartphones.
    Dec 29 05:43 AM | Likes Like |Link to Comment
  • Apps Won't Save Apple [View article]
    Much of samsung's succes is initiated by And is from copycat products. Well said fauxscot.
    Dec 29 05:36 AM | 2 Likes Like |Link to Comment
  • Analysis: China Mobile Deal With Apple [View article]
    A small nich player making more than 70% of the profit.
    Dec 25 06:44 AM | 1 Like Like |Link to Comment
COMMENTS STATS
269 Comments
541 Likes