Seeking Alpha

paul rossi

paul rossi
Send Message
View as an RSS Feed
View paul rossi's Comments BY TICKER:
Latest  |  Highest rated
  • Apple: Net Income Growth Is The Name Of The Game [View article]
    Audiences always hang when ALL the points are excellent.
    Feb 23, 2014. 10:06 AM | 9 Likes Like |Link to Comment
  • Apple: It's Not About Icahn, It's About Growth [View article]
    I believe what is holding down Apple stock price is vision. What Cook needs is a little of what Amazon's CEO does making his stock an unbelievable p/e.
    Dec 8, 2013. 10:37 AM | Likes Like |Link to Comment
  • The iPhone 5S (AAPL +0.1%) will feature an "indestructible Liquidmetal case," thinks BGR's Jonathan S. Geller after analyzing previously-leaked SIM tray pictures and finding similarities with Vertu luxury phones that used the material. Liquidmetal (LQMT.OB +68.5%) shares have soared on the pink sheets thanks to the report. Geller also thinks (but doesn't elaborate as to why) the 5S might use sapphire cover glass; if true, that's a positive for GT Advanced (GTAT +0.4%), and an incremental negative for Gorilla Glass maker Corning (GLW -0.8%). Separately (take this one with a big spoonful of salt), Taiwan's Commercial Times reports the 5S may be delayed until year's end in order to support a 4.3" display. [View news story]
    Gorilla glass is near perfect. Why change? I think not
    Jul 18, 2013. 11:32 AM | Likes Like |Link to Comment
  • Estimate cuts from Pac Crest's Andy Hargreaves are helping Apple (AAPL -2%) underperform. Citing weak demand for the 9.7" iPad - he thinks this is likely "a sustained trend" as demand shifts to smaller/cheaper tablets - and a demand pause ahead of a refresh, Hargreaves is cutting his FQ3 (June quarter) iPad forecast to 15M units from 18.5M. He also thinks "the high end of the smartphone market is quickly becoming saturated," and has lowered FQ2 and FQ4 revenue/EPS estimates further below consensus. Hargreaves cut Apple to Sector Perform on Jan. 16, when shares were at $503. [View news story]
    With their cash they can do almost anything.
    Buy a China company?
    Buy Intel?
    etc. etc.
    Stock will range 400-500 easily
    Mar 28, 2013. 07:48 AM | Likes Like |Link to Comment