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davioud

davioud
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  • Apple (AAPL -2.1%) roundup: 1) As Verizon's Q1 iPhone sales get dissected, critics are noting the 35% Q/Q drop in sales from Q4 is bigger than the 24% drop seen last year. Others think Verizon's remarks about wanting to lower subsidies bodes poorly, though Apple has more leverage here than most Android OEMs. 2) Digitimes reports Apple recently stopped placing Mac component orders to digest inventories, and (in a break from convention) hasn't provided a Q2 shipment forecast. 3) The latest from the iRumor mill: A picture said to show the low-cost iPhone's plastic case, and a report the 5th-gen iPad will be 25% lighter and 15% thinner[View news story]
    Apple is like SONY, it will be forgotten soon.
    Anyone telling you keep apple stock or buy apple is probably short apple. they need idiots to buy so that their short will work. Just look at the daily volume.
    Apr 18 03:37 PM | 1 Like Like |Link to Comment
  • Goldman removes Apple (AAPL) from its Conviction Buy list and pares its price target to $575 from $660. [View news story]
    one more nail in the coffin. hello sony.
    Apr 2 07:00 AM | Likes Like |Link to Comment
  • Tim Cook responds to criticism of Apple's (AAPL -1.6%) Chinese repair/warranty policy by state-owned media outlets and a government agency by issuing an apology letter that outlines repair policy changes for the iPhone 4 and 4S. Separately, Fidelity Contrafund, Apple's biggest active shareholder, discloses it cut its stake in the company by 10% in January and February, to 10.4M shares. [View news story]
    do not bash Samsung. they are the winners, and the winner is always right. Apple and cook are losers. period.
    Apr 1 01:25 PM | 1 Like Like |Link to Comment
  • Tim Cook responds to criticism of Apple's (AAPL -1.6%) Chinese repair/warranty policy by state-owned media outlets and a government agency by issuing an apology letter that outlines repair policy changes for the iPhone 4 and 4S. Separately, Fidelity Contrafund, Apple's biggest active shareholder, discloses it cut its stake in the company by 10% in January and February, to 10.4M shares. [View news story]
    one other nail in the coffin. hello sony
    Apr 1 01:02 PM | 1 Like Like |Link to Comment
  • Apple (AAPL -0.4%) has cut its calendar Q2 iPad Mini orders to the 10M-12M range, sources tell Digitimes, which is generally better at reporting on supply chain activity than future product launches. The site claims the cut is due to "increased competition" from 7" Android tablets, but adds Apple is adjusting reserves ahead of a likely calendar Q3 refresh. AU Optronics (AUO -2.6%) and LG Display (LPL +0.2%) supply LCD panels for the Mini. [View news story]
    numbers ,sales, profit this is what count and until they beat their estimates ( which they did not in the last few quarters ) they are dead money. stop blaming the others.
    Mar 28 06:17 PM | 1 Like Like |Link to Comment
  • Apple (AAPL -0.4%) has cut its calendar Q2 iPad Mini orders to the 10M-12M range, sources tell Digitimes, which is generally better at reporting on supply chain activity than future product launches. The site claims the cut is due to "increased competition" from 7" Android tablets, but adds Apple is adjusting reserves ahead of a likely calendar Q3 refresh. AU Optronics (AUO -2.6%) and LG Display (LPL +0.2%) supply LCD panels for the Mini. [View news story]
    one more nail in the coffin for apple. it will end like sony.
    Mar 28 02:19 PM | 1 Like 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]
    best buy is offering the iphone 5 at a discount. Do you think they will do it if apple did not give them a break. Apple is trying at all cost to increase the iphone sales before the end of the quarter, that means they are in trouble. they should preannounce .
    Mar 27 06:22 PM | 1 Like 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]
    just ask around you what are customers buying. I did not hear a lot of people buying anything, no iphone , no Samsung. The market is saturated .
    Plus there is a big promotion from best buy for the iphone 5. This is a bad sign at the end of the quarter, similar to the wallmart promotion before XMAS.
    Mar 27 01:42 PM | 1 Like Like |Link to Comment
  • Apple (AAPL) is sued for patent infringement by Intertrust Technologies, an early pioneer in digital copyright protection jointly owned by Sony (SNE) and Royal Philips Electronics (PHG). Intertrust has won these things in the past, getting a $440M settlement from Microsoft in 2004. [View news story]
    why now if they sued microsoft in 2004
    Mar 20 06:48 PM | 1 Like Like |Link to Comment
  • More on Apple: The ever-bullish Brian White reports his Apple Monitor, which tracks the sales of component suppliers that depend heavily on Apple (AAPL -1.1%), saw a 31% M/M drop in February, its worst performance on record for the month. Foxconn parent Hon Hai saw a 25% M/M drop. Baird's William Power, meanwhile, says his firm's semiconductor checks indicate iPhone/iPad orders are in-line with his estimates, but below consensus. White maintains an $888 PT, and Power a $465 PT. [View news story]
    do not understand why apple management does not want a bigger screen that can help sales . Tons of people are asking for it. Even the new BB Z 10 has it. Nokia has it , customers want it. I am selling all the remaining apple today and will forget about this company
    Mar 11 12:35 PM | Likes Like |Link to Comment
  • Credit Agricole's Avi Silver "downgrades" Apple (AAPL) to Outperform from Buy, while lowering his PT to $505 from $575. Silver expects iPhone sales to be weak in the June quarter thanks to growing competition ahead of a 5S launch (presumably the Galaxy S IV takes center stage here). He also doesn't expect an iPhone with a larger screen, which (like others) he considers "much needed," to arrive this year. Shares -0.8%. (Berenberg[View news story]
    do not understand why apple management is against bigger screen when tons of users are asking for it. it is not beyond their technological means
    Mar 11 12:29 PM | Likes Like |Link to Comment
  • Greenlight Capital/David Einhorn has dropped its lawsuit  over Apple's (AAPL -1.6%) Prop. 2, in response to the company's decision to withdraw the proposal and its bundled changes (in the wake of an injunction) prior to Wednesday's shareholder meeting. Apple insisted at the meeting it remains committed to giving shareholders the right to vote on the issuing of preferred stock. [View news story]
    apple share will be at 200 . do not forget they have to pay taxes on overseas cash. they have less than a 100 in cash net
    Mar 1 03:43 PM | Likes Like |Link to Comment
  • Greenlight Capital/David Einhorn has dropped its lawsuit  over Apple's (AAPL -1.6%) Prop. 2, in response to the company's decision to withdraw the proposal and its bundled changes (in the wake of an injunction) prior to Wednesday's shareholder meeting. Apple insisted at the meeting it remains committed to giving shareholders the right to vote on the issuing of preferred stock. [View news story]
    see you at 200
    Mar 1 03:22 PM | Likes Like |Link to Comment
  • Greenlight Capital/David Einhorn has dropped its lawsuit  over Apple's (AAPL -1.6%) Prop. 2, in response to the company's decision to withdraw the proposal and its bundled changes (in the wake of an injunction) prior to Wednesday's shareholder meeting. Apple insisted at the meeting it remains committed to giving shareholders the right to vote on the issuing of preferred stock. [View news story]
    apple is not selling enough iphones and ipads. That is the problem . all their suppliers are pointing that apple products sales will be well below estimate. then we will see the stock at 150. they are going to be the next SONY or NCR. they should have diversified by acquiring other businesses . if you have an iphone , you are not going to buy another one. if you do not , it means you cannot afford it and will buy a cheaper smartphone. See you at 200
    Mar 1 03:06 PM | Likes Like |Link to Comment
  • Aswath Damodaran isn't crazy about David Einhorn's Apple (AAPL) preferred stock proposal. "Issuing preferred stock will not add value to the company," the finance prof. argues. Moreover, while such a move could lift shares by removing investor fears of never seeing much of the cash Apple generates, regular dividends and/or buybacks could do the same. Nonetheless, Damodaran is glad Einhorn is "rocking the boat," as it "opens the door to a healthy discussion about how Apple should deal with its large and growing cash balance." (previous[View news story]
    increase dividend by 100% ,10/1 split the stock this will help
    1/ make the stock affordable to small investors
    2/ get rid of the wild swings +10 or -10 everyday that attracts machine trading and all other crooks who spread rumors
    3/ finish with the casino or lotto mentality .
    And just look for the stock to go up slowly , this stock is now used by casino gamblers.
    Feb 9 12:55 PM | 1 Like Like |Link to Comment
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