MAdeelA's Comments MAdeelA's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/4887651/comments Apple (AAPL): FQ2 EPS of $10.09 beats by $0.02. Revenue of $43.6B (+11% Y/Y) beats by $1.1B. 37.4M iPhones, 19.5M iPads, just under 4M Macs. Expects FQ3 revenue of $33.5B-$35.5B, below $39.3B consensus. Buyback increased by $50B. Shares halted. CC at 5PM ET (webcast). (PR) http://seekingalpha.com/currents/post/961171?source=feed#comment-17997211 17997211 Tue, 23 Apr 2013 16:45:51 -0400 Apple (AAPL -5.8%) has hit levels last seen in Dec. '11 following Cirrus Logic's warning and a Digitimes report about declining iPad Mini shipments. Cross Research calls Cirrus' warning "a reminder of weakening demand, and the challenges around product transitions" for Apple. Tero Kuittinen, noting sub-30M June quarter iPhone sales estimates and worries about the margin impact of emerging markets promotions, thinks "several nightmare scenarios have been priced in." "The naked fear of former Apple bulls is exactly what we need just before the earnings come out." http://seekingalpha.com/currents/post/948711?source=feed#comment-17746451 17746451 Wed, 17 Apr 2013 14:12:38 -0400 Foxconn indicates it started a hiring blitz of assembly workers in China in the latest indication that Apple (AAPL)  is gearing up for production of a new iPhone. The company says 10K assembly-line workers have been added per week in Zhengzhou since the end of March and that hiring will continue to meet seasonal demand. http://seekingalpha.com/currents/post/941911?source=feed#comment-17638781 17638781 Same reason why hollywood summer blockbusters usually do better than your average films. One word. Marketing. Apple is best in the business at that.]]> Mon, 15 Apr 2013 09:31:51 -0400 Same reason why hollywood summer blockbusters usually do better than your average films. One word. Marketing. Apple is best in the business at that.]]> "After our meeting with a tech-supply chain company, we walked away with the view that Apple will release the iPhone 5S in at least two screen sizes this summer and possibly three," says Topeka's Brian White. "We believe Apple is coming around to the fact that one size per iPhone release does not work for everyone," he adds. Last week, the Apple (AAPL -0.6%) perma-bull/supply-chain tracker predicted a TV with a ring accessory will arrive. Meanwhile, Digitimes reports 5th-gen iPad production will commence in the July-August timeframe; that's in-line with earlier reports. http://seekingalpha.com/currents/post/933001?source=feed#comment-17403481 17403481 Later on they will have to reduce the price/specs of their smaller screen phones and just keep the larger screen phone as premium with high end specs.
I'll believe all this when something happens. No idea what's cooking at Apple. pun intended.]]> Tue, 09 Apr 2013 11:40:13 -0400 Later on they will have to reduce the price/specs of their smaller screen phones and just keep the larger screen phone as premium with high end specs.
I'll believe all this when something happens. No idea what's cooking at Apple. pun intended.]]> "After our meeting with a tech-supply chain company, we walked away with the view that Apple will release the iPhone 5S in at least two screen sizes this summer and possibly three," says Topeka's Brian White. "We believe Apple is coming around to the fact that one size per iPhone release does not work for everyone," he adds. Last week, the Apple (AAPL -0.6%) perma-bull/supply-chain tracker predicted a TV with a ring accessory will arrive. Meanwhile, Digitimes reports 5th-gen iPad production will commence in the July-August timeframe; that's in-line with earlier reports. http://seekingalpha.com/currents/post/933001?source=feed#comment-17398421 17398421 Tue, 09 Apr 2013 10:13:52 -0400 "iOS 7 (AAPL) is running behind, and engineers have been pulled from OS X 10.9 to work on it," John Gruber reports hearing. The remarks come 5 months after iOS chief Scott Forstall left Apple, and Mac OS chief Craig Federighi was put in charge of the mobile OS. Meanwhile, iMore's Rene Ritchie claims Jony Ive's UI work "is apparently making many people really happy, but will also apparently make rich-texture-loving designers sad."The WSJ reported something similar last month. http://seekingalpha.com/currents/post/923421?source=feed#comment-17166821 17166821 Wed, 03 Apr 2013 11:38:51 -0400 Ready for the "iRing"? After meeting with hardware suppliers in China and Taiwan, Brian White believes Apple (AAPL) will launch a TV this year with a ring accessory allowing a user to control the set by pointing their finger. White also sees the iTV coming with a 9.7" mini iTV screen to be used for things such as home security, phone calls, and video conferencing. http://seekingalpha.com/currents/post/922801?source=feed#comment-17156901 17156901 Wed, 03 Apr 2013 08:53:49 -0400 "The big opportunity over the next two years is the low-end phone market," Gene Munster tells Bloomberg, expecting Apple's (AAPL) earnings growth to return in H2 and reiterating his Buy rating on the stock. Munster sees just a modest increase in the dividend - from $10.60 to $14 - and no bump in the buyback. Shares +0.3% premarket. http://seekingalpha.com/currents/post/909281?source=feed#comment-16818971 16818971 We'll find out soon enough if the iPhone brand is as strong as the iPod brand was against its' competitors.]]> Tue, 26 Mar 2013 09:06:44 -0400 We'll find out soon enough if the iPhone brand is as strong as the iPod brand was against its' competitors.]]> With iWatch rumors barely a month old, Reuters reports Samsung (SSNLF.PK) is working on a "wearable digital device similar to a wristwatch." A source claims the device will perform many smartphone tasks, but doesn't elaborate. Last week, in tandem with the Galaxy S IV launch, Samsung introduced the S Band, a wristband accessory that counts calories and tracks steps. The product bears a strong resemblance to Nike's (NKE) FuelBand. Update: Samsung confirms it's building a smart watch. http://seekingalpha.com/currents/post/897021?source=feed#comment-16508141 16508141 Tue, 19 Mar 2013 15:01:12 -0400 Live from New York, it's the Samsung (SSNLF.PK) Galaxy S IV. Mobile chief JK Shin has unveiled Samsung's new flagship device, which happens to look a lot like its predecessor. The S IV, said to support every 4G LTE band, will go on sale in late April (U.S. availability might take longer). The expected 5" 1080p display and 13MP camera are there, the next-gen 802.11ac Wi-Fi standard is supported (could be a positive for BRCM), and infrared, temperature, and humidity sensors are thrown in. A variety of camera tricks/gimmicks are provided, including the ability to simultaneously record video from both cameras. (live blog) (previous) http://seekingalpha.com/currents/post/890391?source=feed#comment-16305391 16305391 Threw in a bunch of gizmos, let the app developers come up with innovation they can take credit for.]]> Thu, 14 Mar 2013 21:06:17 -0400 Threw in a bunch of gizmos, let the app developers come up with innovation they can take credit for.]]> At the open: Dow +0.22% to 14487. S&P +0.26% to 1559. Nasdaq +0.27% to 3254. Treasurys: 30-year -0.41%. 10-yr -0.2%. 5-yr -0.1%. Commodities: Crude +0.04% to $92.56. Gold -0.51% to $1580.3. Currencies: Euro -0.18% vs. dollar. Yen +0.36%. Pound -0.24%. http://seekingalpha.com/currents/post/888441?source=feed#comment-16283881 16283881 Thu, 14 Mar 2013 13:15:00 -0400 Samsung (SSNLF.PK) is due to unveil the Galaxy S IV in New York today following a marketing blitz that analysts fear may have over-hyped the device and set it up to disappoint. Still, sales of 10M units are expected in the first month alone. The company is thought to have worked hard to avoid the supply problems that cost it 2M units of lost sales in just one month last year after it launched the S III in May. http://seekingalpha.com/currents/post/887331?source=feed#comment-16265631 16265631 Thu, 14 Mar 2013 07:42:14 -0400 In a rare move for an Apple (AAPL) exec, marketing chief Phil Schiller is trashing Android (GOOG) ahead of tomorrow's Samsung Galaxy S IV event. Schiller takes aim at Android's fragmentation, noting only 16% of users (per Google's data) are on Android 4.1 (Jelly Bean), and claims (citing Apple's internal data) 4x as many smartphone users switched from Android to the iPhone in Q4 than vice versa. Is Schiller just being candid, or does Apple now think Android's rise demands a more aggressive marketing stance? http://seekingalpha.com/currents/post/887201?source=feed#comment-16253951 16253951 Wed, 13 Mar 2013 20:55:49 -0400 In a rare move for an Apple (AAPL) exec, marketing chief Phil Schiller is trashing Android (GOOG) ahead of tomorrow's Samsung Galaxy S IV event. Schiller takes aim at Android's fragmentation, noting only 16% of users (per Google's data) are on Android 4.1 (Jelly Bean), and claims (citing Apple's internal data) 4x as many smartphone users switched from Android to the iPhone in Q4 than vice versa. Is Schiller just being candid, or does Apple now think Android's rise demands a more aggressive marketing stance? http://seekingalpha.com/currents/post/887201?source=feed#comment-16251391 16251391 Have you thought of the fact that if AAPL had those made up facts you pointed out, it would be worth a trillion?]]> Wed, 13 Mar 2013 19:28:54 -0400 Have you thought of the fact that if AAPL had those made up facts you pointed out, it would be worth a trillion?]]> Foxconn has begun production of an iPhone 5S (AAPL) that looks much like the iPhone 5, claims Japanese blog MacOtakara, which has a mixed track record (I, II) with iScoops. MacOtakara also reports NTT DoCoMo (DCM) has slashed Android phone orders for the fall, which is fueling speculation an iPhone deal is on the way. Jefferies' Peter Misek argued last month preparation for March iPhone 5S production could be responsible for new iPhone order cuts. Possible/likely suppliers: CRUS, OVTI, SWKS, TQNT, AVGO, QCOM, BRCM, NTE, MFLX, LPL. (yesterday) http://seekingalpha.com/currents/post/870361?source=feed#comment-15922961 15922961 Wed, 06 Mar 2013 11:57:49 -0500 The Apple (AAPL) rumor mill is in full swing: 1) Bloomberg and The Verge report Apple is hoping to release an iWatch this year. Sources tell The Verge Jony Ive is spearheading the project, that a modified version of iOS will be used, and that battery life remains a challenge. Bloomberg reports the device will allow users to make calls and feature health sensors, while pointing out the watch industry is worth $60B and has a 60% gross margin. 2) iMore reports an iPhone 5S with a design similar to the iPhone 5 is slated for August, and a 5th-gen regular iPad might arrive in April. http://seekingalpha.com/currents/post/867201?source=feed#comment-15871341 15871341
Tack: I agree with that 60B being fiction. But until there is concrete evidence that such a watch exists and we know its' specifications and purpose, I just don't understand people writing it off.
Also, the screen size wars going on in the phone market isn't valid. You can't really push the limits of screen size for watches as phablets have for phones without them becoming extremely uncomfortable to wear.
I am going to guess that the watch will be half the size of your 4" iPhone 5 screen. 2" screen is already what you get for reading texts with the keyboard visible on the iPhone 5.]]> Tue, 05 Mar 2013 13:41:05 -0500
Tack: I agree with that 60B being fiction. But until there is concrete evidence that such a watch exists and we know its' specifications and purpose, I just don't understand people writing it off.
Also, the screen size wars going on in the phone market isn't valid. You can't really push the limits of screen size for watches as phablets have for phones without them becoming extremely uncomfortable to wear.
I am going to guess that the watch will be half the size of your 4" iPhone 5 screen. 2" screen is already what you get for reading texts with the keyboard visible on the iPhone 5.]]> The Apple (AAPL) rumor mill is in full swing: 1) Bloomberg and The Verge report Apple is hoping to release an iWatch this year. Sources tell The Verge Jony Ive is spearheading the project, that a modified version of iOS will be used, and that battery life remains a challenge. Bloomberg reports the device will allow users to make calls and feature health sensors, while pointing out the watch industry is worth $60B and has a 60% gross margin. 2) iMore reports an iPhone 5S with a design similar to the iPhone 5 is slated for August, and a 5th-gen regular iPad might arrive in April. http://seekingalpha.com/currents/post/867201?source=feed#comment-15869851 15869851
It is interesting to note though that a rumored new AAPL product entering an existing market is compared against the "best" in the that industry.

I wonder if a rumored Samsung watch would have been compared to Rolex. I doubt it.]]> Tue, 05 Mar 2013 13:20:33 -0500
It is interesting to note though that a rumored new AAPL product entering an existing market is compared against the "best" in the that industry.

I wonder if a rumored Samsung watch would have been compared to Rolex. I doubt it.]]> Google (GOOG) paid Apple (AAPL) $701M in traffic acquisition costs last year in exchange for being the default search engine on iOS, estimates Morgan Stanley's Scott Devitt. He sees that figure rising to $877M this year and $1.1B in 2014. With Microsoft (MSFT) reportedly raising its offer for making Bing the default iOS engine, Devitt believes Google is now providing Apple with a 75% revenue cut. Those numbers drive home Android's importance to Google's future. (previous) http://seekingalpha.com/currents/post/821201?source=feed#comment-14891531 14891531 Tue, 12 Feb 2013 12:52:00 -0500 Apple (AAPL +2%) roundup: 1) A Chinese site reports an iPhone 6 sporting a 5" display is in the pipeline to go with a 4" iPhone 5S, and that the device could launch this year. 2) Macmillan has joined other publishers in settling with the DOJ over e-book price-fixing (previous). This leaves Apple fighting the DOJ by itself. 3) Apple's Indian sales, long a fraction of its Chinese sales, are starting to pick up with the help of aggressive marketing. 4) Former top Apple UI designer Bruce Tognazzini thinks an iWatch is just a matter of time. (iLounge rumors) http://seekingalpha.com/currents/post/816301?source=feed#comment-14756661 14756661 Fri, 08 Feb 2013 15:10:25 -0500 Topeka's Brian White gives in on Apple (AAPL), lowering his price target to $888 from $1,111. He remains a bull though: "Estimate resets lower the bar for the future ... At the same time, we believe the profit and sales cycle will reach bottom" in FQ2. Shares -8.9% premarket. http://seekingalpha.com/currents/post/779061?source=feed#comment-14095421 14095421
He didn't create AAPL, unlike the founders of AMZN or GOOG who are still alive and leading their companies. People have more faith in their management and the stock prices reflect that.]]> Thu, 24 Jan 2013 09:46:36 -0500
He didn't create AAPL, unlike the founders of AMZN or GOOG who are still alive and leading their companies. People have more faith in their management and the stock prices reflect that.]]> Topeka's Brian White gives in on Apple (AAPL), lowering his price target to $888 from $1,111. He remains a bull though: "Estimate resets lower the bar for the future ... At the same time, we believe the profit and sales cycle will reach bottom" in FQ2. Shares -8.9% premarket. http://seekingalpha.com/currents/post/779061?source=feed#comment-14093441 14093441 Thu, 24 Jan 2013 09:09:38 -0500 If cutting Apple (AAPL) targets is an Olympic sport, Nomura wins the gold, slashing its price target to $530 from $660, with the analysts proving they read the paper by citing worries over iPhone sales and gross margins. http://seekingalpha.com/currents/post/761691?source=feed#comment-13736571 13736571
That's an interesting perspective.

It could be that Apple wants to keep to themselves until they actually lauch their next big thing (if it exists). They want to get a head-start on competition before all the me-too's flood the market.]]> Tue, 15 Jan 2013 13:12:00 -0500
That's an interesting perspective.

It could be that Apple wants to keep to themselves until they actually lauch their next big thing (if it exists). They want to get a head-start on competition before all the me-too's flood the market.]]> If cutting Apple (AAPL) targets is an Olympic sport, Nomura wins the gold, slashing its price target to $530 from $660, with the analysts proving they read the paper by citing worries over iPhone sales and gross margins. http://seekingalpha.com/currents/post/761691?source=feed#comment-13725371 13725371 Tue, 15 Jan 2013 09:43:14 -0500 If cutting Apple (AAPL) targets is an Olympic sport, Nomura wins the gold, slashing its price target to $530 from $660, with the analysts proving they read the paper by citing worries over iPhone sales and gross margins. http://seekingalpha.com/currents/post/761691?source=feed#comment-13722161 13722161 Tue, 15 Jan 2013 08:33:35 -0500 Apple's (AAPL) shares are -3.4% premarket following reports that the company has cut iPhone 5 component orders for calendar Q1 due to weaker-than-expected demand. That's possibly helping to depress sentiment on the stock-futures market, with the Nasdaq benchmark -0.4%. The Dow is flat and the S&P is +0.1%, while Europe remains mostly in the green. http://seekingalpha.com/currents/post/758991?source=feed#comment-13692981 13692981
AAPL is doing fine as a company. It is just incredibly over-analyzed. Eventually the share price will settle where the market wants it to. There is definately a back and forth between the bull and bears going on in terms of the share price.]]> Mon, 14 Jan 2013 13:42:21 -0500
AAPL is doing fine as a company. It is just incredibly over-analyzed. Eventually the share price will settle where the market wants it to. There is definately a back and forth between the bull and bears going on in terms of the share price.]]> Apple's (AAPL) shares are -3.4% premarket following reports that the company has cut iPhone 5 component orders for calendar Q1 due to weaker-than-expected demand. That's possibly helping to depress sentiment on the stock-futures market, with the Nasdaq benchmark -0.4%. The Dow is flat and the S&P is +0.1%, while Europe remains mostly in the green. http://seekingalpha.com/currents/post/758991?source=feed#comment-13674941 13674941 Mon, 14 Jan 2013 07:00:44 -0500 Apple may get a boost from Dialog Semiconductor - some of whose products are found in iDevices - raising its Q4 revenue guidance to $268M from $215M-$235M thanks to a late surge in the tablet and smartphone markets. Dialog's strength looks to have been driven by strong demand for the iPhone5 and iPad Mini, says Deutsche. Dialog +5.2% in Europe, AAPL +0.7% premarket. http://seekingalpha.com/currents/post/754591?source=feed#comment-13550191 13550191 Thu, 10 Jan 2013 13:49:57 -0500 Nokia (NOK) soars 20% premarket on Q4 guidance, saying it "exceeded expectations and achieved underlying profitability." Both phones and Nokia Siemens Networks results are better than expected. (PR) http://seekingalpha.com/currents/post/754901?source=feed#comment-13533741 13533741 Thu, 10 Jan 2013 09:19:15 -0500 Nokia (NOK) soars 20% premarket on Q4 guidance, saying it "exceeded expectations and achieved underlying profitability." Both phones and Nokia Siemens Networks results are better than expected. (PR) http://seekingalpha.com/currents/post/754901?source=feed#comment-13532321 13532321 Thu, 10 Jan 2013 08:59:16 -0500 Apple's Cheaper iPhone: Don't Panic! http://seekingalpha.com/article/1104541/comments?source=feed#comment-13529471 13529471 Thu, 10 Jan 2013 08:15:57 -0500