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thealct

thealct
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  • The Amazon.com 'Come To Jesus' Earnings Report [View article]
    and Cialis
    Jul 25 12:40 PM | 5 Likes Like |Link to Comment
  • Apple Might Not Use Sapphire, Short GT Advanced Technologies [View article]
    WTF is this .....gibberish
    Jul 21 02:22 PM | Likes Like |Link to Comment
  • Buying Big Blue On A Clean Quarter And Record Q2 EPS [View article]
    The author is talking fundamentals, you are talking technical analysis. How do you compare investing vs trading.
    Jul 18 12:19 PM | Likes Like |Link to Comment
  • Yahoo misses by $0.01, misses on revenue [View news story]
    2 yrs and your "disappointed" ? it's time to boot Marissa now !!!
    Jul 15 06:42 PM | Likes Like |Link to Comment
  • Apple, IBM in far-reaching enterprise partnership [View news story]
    Stop wasting time on the has been's read BBRY. There is more here. This engagement will go well, and I see a merger/buyout. Apple buys IBM in 5 years as it's division for enterprise services/business cloud/analytics/ and of course patents. This could be step 1 of Cooks "large" acquisition. I think Steve may have wanted this but the time wasn't right back then. With IBM no longer in the low margin commodity hardware (read PCs and servers) and needing a global mobility platform, AAPL was the right fit. Time will tell.
    Jul 15 06:26 PM | 4 Likes Like |Link to Comment
  • Apple: The Pullback You Wanted [View article]
    Apple stock may dip momentarily on some smallish miss on revenue/iphone gross margin numbers however the key will be forward guidance which is where WS focus will be. If good we should be in 105-110 range, if low then we see 75-80. My only concern is iPad numbers. Apple missed big last time and Street was not convinced by Cook's response. So they will be on the watch for that as well.
    Jun 25 12:30 PM | Likes Like |Link to Comment
  • Apple's Tax Bill Is About To Get Much, Much Bigger [View article]
    This smells like Goldman is the "outsourced" vendor of choice for this "financial engineering" for AAPL...
    Jun 23 08:43 AM | Likes Like |Link to Comment
  • What Was Tim Cook Thinking? An Analysis Of Beats Electronics [View article]
    Apple (the world's greatest brand) really needs Beats to create a headphone brand ? Not convinced.
    Jun 10 10:25 AM | 1 Like Like |Link to Comment
  • What Was Tim Cook Thinking? An Analysis Of Beats Electronics [View article]
    You mean Cialis not Ambien ;-) Tim had a couple before the deal
    Jun 10 10:23 AM | 1 Like Like |Link to Comment
  • PepsiCo - Change Seems Inevitable [View article]
    Capt JD if I may call you that :-)

    Get your facts straight. Coke bought its bottlers first and Pepsi just copied in the next 6 months. The problem with Pepsi is Nooyi is "power hungry". She let Pepsi Bottling Management go that was laser focused and growing organically. Management Talent is leaving Pepsi at an alarming rate and guess where they are walking to.... need I answer
    May 20 02:30 PM | 1 Like Like |Link to Comment
  • Why Tim Cook Wants Mom And Pop To Buy Apple [View article]
    As much as I am a long, Chaim gave a "trading" opinion RadartheKat an "investing" one. Different horizons. You both are right :-)

    Wow I sound like a politician, will you vote for me ;-)
    May 14 12:06 PM | Likes Like |Link to Comment
  • Is Nadella The Answer For Microsoft? [View article]
    Goodluck Satya. Bad choice Gates. The problem at Microsoft is Microsoft. How will an internally promoted CEO solve that. The same problem was seen at Ford many years ago, Mullaly an outsider changed all that. Hey Scott Forstall (ex Apple) is available. He would have brought Steve Jobs perfection culture which is badly needed for all the half baked products.
    Feb 4 09:17 AM | Likes Like |Link to Comment
  • Cheap iPhones And Buybacks Won't Solve Apple's Problems [View article]
    @tftf exactly my point, RIMM held onto the keyboard, AAPL to the size ? Samsung in the meanwhile is taking all of Apple feature set in a new phablet size.

    iPod became irrelevant because the "coolness" factor transitioned to the iPhone as a product. what do we have next ? We don't know and until Street does not know we are in the doghouse yet again

    Steve created lot of buzz, hype, got folks excited to open their wallets. Cook is a total buzz kill. Also the definition if innovation is up in the air. Street has one, Cook has other. who is right ? time will tell
    Jan 30 01:59 PM | Likes Like |Link to Comment
  • Cheap iPhones And Buybacks Won't Solve Apple's Problems [View article]
    tftf - "AAPL did beat on EPS on 14.5 vs the lower 14.xyz expected"

    Technically yes but with buyback of the float, this isn't really beating, more like "financial engineering". Simplistically iPhone is 50% of AAPL's revenue so all other product categories were ignored. Did you see how long Oppenheimer was going on and on. Cook sat in a corner avoiding talking to analysts until he was kinda forced to answer. Tony Sacconaghi threw out zingers at Tim. Such analyst behavior reminds me of RIM's Balsillie days back in 2008. For what the street is concerned Apple is a one trick pony !!!
    Jan 30 11:57 AM | 1 Like Like |Link to Comment
  • Apple: Between Icahn And A Much Harder Rock [View article]
    And we go below 500 !!! Cooks is the new Ballmer. It is time Cook got ousted. Wait there is no one left but Schiller Ive and Cue.
    Jan 30 10:37 AM | Likes Like |Link to Comment
COMMENTS STATS
162 Comments
194 Likes