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PersonaNonGrata

PersonaNonGrata
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  • Is This The End Of Apple's Run? [View article]
    What?
    Oct 30 09:01 AM | Likes Like |Link to Comment
  • Is This The End Of Apple's Run? [View article]
    "As I understand it, SA writes the headlines for articles, not the author. The issue comes up a lot, b/c I guess SA tries to be provocative to get hits. "

    If that's true than it confirms what I've seen that SA has taken a bearish position on APPL. Whenever their editors comment it's ALWAYS bearish. The only one I've seen not do this is the founder who posts in StockTalks with questions, but he seems nuetral.
    Oct 30 08:59 AM | 1 Like Like |Link to Comment
  • Why does Apple (AAPL) have a forward P/E of 10 while Amazon (AMZN) has a forward P/E of 100? The reason, as Barron's points out, is "the perception of absolute control at Amazon." Amazon is a company that could generate billions more in annual profits if it didn't invest at a breakneck pace on new warehouses, streaming rights, subsidized hardware, and much else. Thus, Amazon bulls are content to focus on its share gains and healthy gross margin. But if Jeff Bezos plans to put a lid on spending, he isn't tipping his hand[View news story]
    Samsung?
    Oct 29 10:54 AM | Likes Like |Link to Comment
  • The prepaid iPhone 5 units being sold by Leap Wireless are moving "very well," claims Leap Wireless (LEAP) CEO Doug Hutcheson. But like other carriers, Leap is dealing with iPhone 5 supply shortages. Some think Leap's prepaid offering - it sells the 16GB iPhone 5 for $499, but doesn't require a contract, and allows it to be used with a $55/month service plan - amounts to a trial balloon on Apple's (AAPL) part. [View news story]
    If they had LTE coverage like AT&Ts (Let alone Verizon's), I would be all over this.
    Oct 29 10:49 AM | Likes Like |Link to Comment
  • Amazon Calls Out The iPad Mini: Is Apple Running Out Of Steam? [View article]
    Wading into conspiracy theories to support your article. We'll all know soon enough how "artificial" the supply constraints were.
    Oct 29 10:42 AM | 4 Likes Like |Link to Comment
  • More on Apple: Cash balance stood at $121.3B at end of FQ4. 4.9M Macs shipped (+1% Y/Y). iPhone (main profit engine) units +58% Y/Y and revenue +56% (up from +28% and +22% in FQ3). iPad units +26% and revenue +9%, a major slowdown partly caused by inventory changes. Mac desktop units -24%, notebooks +9%. iPod units -19% and revenue -26%. Implied iPhone ASP of $636 ($625 in FQ3), iPad ASP of $536 ($538 in FQ3). Apple has resumed trading and is down 0.9% AH - some bad news was clearly priced in. CC at 5PM ET (webcast). [View news story]
    Do you think that has anything to do with the near $100 drop from a month ago?
    </rhetorical sarcasm>
    Oct 25 06:48 PM | Likes Like |Link to Comment
  • Whisper Number Impact: Apple Expectations Showing Restrained Confidence [View article]
    Thanks for the great info. 30 days is the sweet spot and the reassurance that even after a miss, the lost ground is usaully made up after 30 days is comforting.
    Oct 25 11:22 AM | 3 Likes Like |Link to Comment
  • What's All The Hubbub About Over The iPad Mini Pricing? [View article]
    @jrez,
    I totally agree. I felt like I was taking crazy pills watching the sell-off.
    Oct 25 09:18 AM | 1 Like Like |Link to Comment
  • What's All The Hubbub About Over The iPad Mini Pricing? [View article]
    It's not that the price is too high it's that you wanted a different product. No one knew which direction Apple wanted to go. Turns out they went high performance and premium product.

    Honestly, it sounds like you'd be happy with a lightly used first gen iPad. That's what I still have and it's great for facebook, web, and email.
    Oct 24 03:35 PM | Likes Like |Link to Comment
  • What's All The Hubbub About Over The iPad Mini Pricing? [View article]
    He does have an agenda. He owns a business that develops apps for Android.

    Appearently SA's editorial standards don't apply to those of pirota's ilk.

    His company's domain name is now up for sale so he might have been spending too much time commenting on SA and not enough running a business.
    Oct 24 12:29 PM | Likes Like |Link to Comment
  • Why Apple Is Down From $700 [View instapost]
    Thanks for responding. We'll have to agree to disagree, but your ideas are good ones. How cool would a solid panel be with no discenrable bezel? Alas, if the tech isn't there yet, it's not there yet. Also, I'm 6'6" with big hands so I accept your sideways hold challenge ;-)

    I think the 7" mini will be a hit and because it's $329 we won't see it cut into tablet margins. I also don't see offering a choice in form factor as adding a new product line. It's essentially and iPad2.

    SJ said in interviews that his number one contribution to Apple was to foster an environment where inspiration comes from the ground up. I feel this is why they've been so successful. I haven't seen any evidence that this has changed.
    Oct 24 09:36 AM | Likes Like |Link to Comment
  • Barnes & Noble (BKS +6%) is surging as investors show their appreciation of Apple's decision to start iPad Mini pricing at $329. B&N new 7" Nook HD sells for $199-$229, while the 9" Nook HD+ goes for $269-$299. Shares sold off yesterday on Apple-related worries. Texas Instruments (TXN -0.4%), which (for now) supplies processors for both the Nook and Kindle lines, could be an indirect beneficiary of the Mini's pricing. Ditto Nvidia (NVDA), whose processors go into the Nexus 7 and other Android tablets. [View news story]
    I disagree about the cannibalization. After watching some of the video of people using the mini, I think it will cannibalize the iPad, but that's why the $329 price point makes sense.
    Oct 24 09:08 AM | Likes Like |Link to Comment
  • Why Apple Is Down From $700 [View instapost]
    "Then came the iPhone 5, which in my opinion was an abomination of the iPhone. They changed its form factor from what was the perfect shape and size, destroyed the user experience for legacy users, and released an inferior product."

    Whaaaaaaa? Are you thinking about the same iPhone5 I am? Yes the form factor changed, but in a completely unobtrusive way. And how was the user experience "destroyed"? My last iPhone was a 3G and when I pick up my wife's iPhone5, I intuitively know how to use it.

    What would have made the 5 superior in your opinion? You really bashed it so what would have been a better release?
    Oct 24 08:53 AM | 2 Likes Like |Link to Comment
  • After seeing Verizon report it sold just ~650K iPhone 5s in Q3 due to supply issues, Jefferies' Peter Misek thinks only 5M units may have been sold overall in the quarter - he previously believed sales of 8M-10M were possible. But Misek argues iPhone 4/4S sales will make up for any shortfall to his 26M-unit iPhone forecast. Meanwhile, Stifel notes the iPhone 5 is still back-ordered for 3 weeks at Verizon. Apple (AAPL -2.8%) is selling off along with many other tech large caps, and is down 13% from its Sep. 21 high. (earlier: I, II[View news story]
    Why would you?
    Oct 22 10:49 AM | Likes Like |Link to Comment
  • After seeing Verizon report it sold just ~650K iPhone 5s in Q3 due to supply issues, Jefferies' Peter Misek thinks only 5M units may have been sold overall in the quarter - he previously believed sales of 8M-10M were possible. But Misek argues iPhone 4/4S sales will make up for any shortfall to his 26M-unit iPhone forecast. Meanwhile, Stifel notes the iPhone 5 is still back-ordered for 3 weeks at Verizon. Apple (AAPL -2.8%) is selling off along with many other tech large caps, and is down 13% from its Sep. 21 high. (earlier: I, II[View news story]
    Attack ads are classy, amirite?

    Maybe Apple should do an add about all the people who've stood in line for Android phones ...oh wait...
    Oct 22 10:48 AM | 1 Like Like |Link to Comment
COMMENTS STATS
62 Comments
80 Likes