awcabot's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/57854/comments http://seekingalpha.com/article/132536-apple-s-non-gaap-earnings-are-the-real-story?source=feed#comment-473800 473800 Thu, 23 Apr 2009 06:20:53 -0400 http://seekingalpha.com/article/126477-apple-downgraded-despite-recent-rally-headwinds-loom?source=feed#comment-429779 429779 Tue, 17 Mar 2009 17:06:25 -0400 http://seekingalpha.com/article/123865-apple-the-street-was-hoping-for-price-cuts?source=feed#comment-411601 411601 Tue, 03 Mar 2009 14:43:40 -0500 http://seekingalpha.com/article/122310-netbook-sales-cannibalizing-pc-revenues?source=feed#comment-401516 401516 Tue, 24 Feb 2009 11:36:21 -0500 http://seekingalpha.com/article/118684-recession-takes-a-bite-out-of-mac-sales?source=feed#comment-376524 376524
Well, given that the company (again) surpassed Wall Street's expectations last fall, Apple's Achilles' heel was much tougher than Mr. Carton predicted. I would like to know his EPS estimates record before I give him much credence.]]> Thu, 05 Feb 2009 06:37:46 -0500
Well, given that the company (again) surpassed Wall Street's expectations last fall, Apple's Achilles' heel was much tougher than Mr. Carton predicted. I would like to know his EPS estimates record before I give him much credence.]]> http://seekingalpha.com/article/116248-tech-bellwethers-earnings-scorecard?source=feed#comment-364842 364842 Sat, 24 Jan 2009 07:35:33 -0500 http://seekingalpha.com/article/116088-apple-gets-a-lift-but-analysts-show-more-pessimism-than-optimism?source=feed#comment-363820 363820
Abramsky is the only analyst to have a negative outlook on Apple and he failed quite spectacularly on his EPS estimates for this quarter, in spite of being quite close to actual units shipped. This shows that he can not do analysis even if he has good data to start with and I am disappointed in FP Trading Desk selecting his analysis over the others.]]> Fri, 23 Jan 2009 06:40:18 -0500
Abramsky is the only analyst to have a negative outlook on Apple and he failed quite spectacularly on his EPS estimates for this quarter, in spite of being quite close to actual units shipped. This shows that he can not do analysis even if he has good data to start with and I am disappointed in FP Trading Desk selecting his analysis over the others.]]> http://seekingalpha.com/article/111274-apple-could-get-a-boost-from-iphone-s-introduction-to-china?source=feed#comment-332294 332294
Noooo, you don't say!? You must be kidding me? Apple's iPhone may be boosted by a possible introduction to China? I thought that selling the iPhone in China was going to reduce sales!!! I mean, I thought Apple selling the iPhone in Malta was going to be a boost!

(How much are financial analysts paid to come up with statements like this? And one wonders why the US is in a financial crises...)]]> Wed, 17 Dec 2008 14:13:02 -0500
Noooo, you don't say!? You must be kidding me? Apple's iPhone may be boosted by a possible introduction to China? I thought that selling the iPhone in China was going to reduce sales!!! I mean, I thought Apple selling the iPhone in Malta was going to be a boost!

(How much are financial analysts paid to come up with statements like this? And one wonders why the US is in a financial crises...)]]> http://seekingalpha.com/article/111258-macworld-to-follow-floppy-disk-into-extinction?source=feed#comment-332274 332274
It is an excellent venue for upper management, product designers and engineers to mingle with customers and get piece of their mind, unfiltered by yes-men, business analysts, marketers and so forth. The same level of interaction can not be achieved at the retail store level. ]]> Wed, 17 Dec 2008 14:00:51 -0500
It is an excellent venue for upper management, product designers and engineers to mingle with customers and get piece of their mind, unfiltered by yes-men, business analysts, marketers and so forth. The same level of interaction can not be achieved at the retail store level. ]]> http://seekingalpha.com/article/111185-hacker-watch-iphone-3g-unlocked-bd-secured?source=feed#comment-331842 331842 Wed, 17 Dec 2008 09:22:59 -0500 http://seekingalpha.com/article/110067-apple-s-walmart-deal-will-effectively-kill-google-s-android?source=feed#comment-325466 325466

On Dec 10 09:38 AM User 316700 wrote:

> Has Apple ever announced 10 million iPhones sold for 2008? In October,
> many people were talking about 10 million sold but there has never
> been any official word from Apple. And there are only three weeks
> to go before 2008 ends. One would expect Apple to make a big deal
> about that major milestone, touted as the company goal for the year
> by Jobs himself.]]> Wed, 10 Dec 2008 10:01:03 -0500

On Dec 10 09:38 AM User 316700 wrote:

> Has Apple ever announced 10 million iPhones sold for 2008? In October,
> many people were talking about 10 million sold but there has never
> been any official word from Apple. And there are only three weeks
> to go before 2008 ends. One would expect Apple to make a big deal
> about that major milestone, touted as the company goal for the year
> by Jobs himself.]]> http://seekingalpha.com/article/101373-apple-s-surprising-jump-after-bleak-guidance?source=feed#comment-288444 288444
However I would like to know why the author thinks that 15x trailing earnings is a good price, when presumably he bought it at $118 in February, when it had a considerably higher P/E. Why was the high P/E ok then but not now? Are Apple's EpS growth prospects so reduced that at P/E of 15 is high? Is the author considering GAAP or non-GAAP earnings?

I personally think that Apple at worst will deliver no low growth (10%) for the next couple of quarters, and when this economic malaise subsides, we will find Apple growing a fourth leg to it's business model, in something we can not yet imagine.

* www.apple.com/pr/libra...
]]> Thu, 23 Oct 2008 07:10:46 -0400
However I would like to know why the author thinks that 15x trailing earnings is a good price, when presumably he bought it at $118 in February, when it had a considerably higher P/E. Why was the high P/E ok then but not now? Are Apple's EpS growth prospects so reduced that at P/E of 15 is high? Is the author considering GAAP or non-GAAP earnings?

I personally think that Apple at worst will deliver no low growth (10%) for the next couple of quarters, and when this economic malaise subsides, we will find Apple growing a fourth leg to it's business model, in something we can not yet imagine.

* www.apple.com/pr/libra...
]]> http://seekingalpha.com/article/100753-apple-valuations-still-at-risk?source=feed#comment-286564 286564
Mr. Abramsky doesn't count in Apple's strong fundamentals it's $21B cash reserve, and no debt. He believes that the only challenges to Apple are declining gross margins and loss of momentum, when he ignores potential competitors (they are getting good), and trouble with content providers.

Mr. Abramsky doesn't know how to analyze, FP desk is merely copying his work without paying him a royalty fee, and SeekingAlpha keeps on disappointing.]]> Mon, 20 Oct 2008 15:17:30 -0400
Mr. Abramsky doesn't count in Apple's strong fundamentals it's $21B cash reserve, and no debt. He believes that the only challenges to Apple are declining gross margins and loss of momentum, when he ignores potential competitors (they are getting good), and trouble with content providers.

Mr. Abramsky doesn't know how to analyze, FP desk is merely copying his work without paying him a royalty fee, and SeekingAlpha keeps on disappointing.]]> http://seekingalpha.com/article/100167-how-low-will-apple-go?source=feed#comment-283505 283505
It is well known that Apple's FCF, balance sheet, income statement, and it CEO's blood pressure are solid; and that the current price is unjustified. I would prefer some more detailed technical analysis as to where AAPL is now and where it may go. ]]> Thu, 16 Oct 2008 06:06:43 -0400
It is well known that Apple's FCF, balance sheet, income statement, and it CEO's blood pressure are solid; and that the current price is unjustified. I would prefer some more detailed technical analysis as to where AAPL is now and where it may go. ]]> http://seekingalpha.com/article/96779-morgan-cuts-targets-on-host-of-tech-hardware-stocks?source=feed#comment-261913 261913 Mon, 22 Sep 2008 17:29:57 -0400 http://seekingalpha.com/article/95514-apple-as-a-target?source=feed#comment-254946 254946 www.apple.com/hotnews/.../.
Therefore Mr. Maney' idea of targeting Apple seems a bit out of place.]]> Mon, 15 Sep 2008 11:28:55 -0400 www.apple.com/hotnews/.../.
Therefore Mr. Maney' idea of targeting Apple seems a bit out of place.]]> http://seekingalpha.com/article/95432-time-for-growth-stocks-like-apple-and-google?source=feed#comment-254667 254667 In July Google earned $4.63 vs the expected $4.74, missing by 2%.
All indicators point that Apple will have another growth quarter, at least in revenues. I would expect the company to keep on growing in the short and long term, even though the stock price may stagnate until optimism returns to the market.]]> Mon, 15 Sep 2008 05:23:30 -0400 In July Google earned $4.63 vs the expected $4.74, missing by 2%.
All indicators point that Apple will have another growth quarter, at least in revenues. I would expect the company to keep on growing in the short and long term, even though the stock price may stagnate until optimism returns to the market.]]> http://seekingalpha.com/article/86139-steve-jobs-health-a-red-herring?source=feed#comment-211348 211348
Consider the revenue guidance as realistic and then calculate an EPS. You will be surprised.]]> Tue, 22 Jul 2008 08:28:51 -0400
Consider the revenue guidance as realistic and then calculate an EPS. You will be surprised.]]> http://seekingalpha.com/article/80829-chinese-consumers-cite-pricing-as-concern-for-apple-s-iphone?source=feed#comment-183068 183068 Wed, 11 Jun 2008 04:27:14 -0400 http://seekingalpha.com/article/80829-chinese-consumers-cite-pricing-as-concern-for-apple-s-iphone?source=feed#comment-183067 183067 Wed, 11 Jun 2008 04:27:14 -0400 http://seekingalpha.com/article/80003-what-classifies-web-video-as-hd-quality?source=feed#comment-178931 178931
SeekingAlpha.com should edit articles more closely and ensure that the topic stays on financial analysis and portfolio management, not some ramblings on this or that.]]> Wed, 04 Jun 2008 03:56:34 -0400
SeekingAlpha.com should edit articles more closely and ensure that the topic stays on financial analysis and portfolio management, not some ramblings on this or that.]]> http://seekingalpha.com/article/73547-options-market-indicating-another-apple-disappointment?source=feed#comment-155093 155093 Wed, 23 Apr 2008 07:19:33 -0400 http://seekingalpha.com/article/68032-spitzer-self-destruction?source=feed#comment-125133 125133 Acres of explaining why Spitzer should go does nothing to explain why it is OK for Bush to sit in the White House after gross incompetence.]]> Tue, 11 Mar 2008 12:13:52 -0400 Acres of explaining why Spitzer should go does nothing to explain why it is OK for Bush to sit in the White House after gross incompetence.]]> http://seekingalpha.com/article/67982-spitzer-s-legacy-on-wall-street?source=feed#comment-125108 125108 Tue, 11 Mar 2008 11:31:07 -0400 http://seekingalpha.com/article/67609-apple-s-iphone-sdk-this-is-brand-new-big-sh-t-but?source=feed#comment-123391 123391
Facebook, myspace and other social networking sites are applications (developed with an SDK of some sorts) that are running on a server. If you want to build a social network and build graphs on your iPhone, wait till someone develops that application or better yet, do it yourself.

Be more concerned with the costs and revenues of the App store, developer reaction to the SDK, and competitors comments. Don't worry to much about building social networks on your iPhone: I prefer friends.]]> Fri, 07 Mar 2008 06:33:37 -0500
Facebook, myspace and other social networking sites are applications (developed with an SDK of some sorts) that are running on a server. If you want to build a social network and build graphs on your iPhone, wait till someone develops that application or better yet, do it yourself.

Be more concerned with the costs and revenues of the App store, developer reaction to the SDK, and competitors comments. Don't worry to much about building social networks on your iPhone: I prefer friends.]]> http://seekingalpha.com/article/63186-apple-adds-option-for-more-memory-to-iphone-ipod-touch?source=feed#comment-114709 114709 If sales were poor, Apple would have introduced the 16GB iPhone at the 8GB price and reduced the price of the 8GB to something like $299, or even dropped the 8Gb from the product line.]]> Tue, 05 Feb 2008 14:20:03 -0500 If sales were poor, Apple would have introduced the 16GB iPhone at the 8GB price and reduced the price of the 8GB to something like $299, or even dropped the 8Gb from the product line.]]> http://seekingalpha.com/article/61643-apple-at-135-low-hanging-fruit?source=feed#comment-112756 112756 Fri, 25 Jan 2008 07:46:47 -0500 http://seekingalpha.com/article/61261-cramer-s-four-horsemen-crumble?source=feed#comment-112443 112443 2) Please let's not give air to J. Cramer, unless you want me to start referring the to the Colbert Report as an in-depth news analyst.]]> Wed, 23 Jan 2008 13:51:28 -0500 2) Please let's not give air to J. Cramer, unless you want me to start referring the to the Colbert Report as an in-depth news analyst.]]> http://seekingalpha.com/article/60757-4-problems-with-the-ipod-touch?source=feed#comment-111639 111639 Sun, 20 Jan 2008 09:39:15 -0500 http://seekingalpha.com/article/59100-earnings-power-vs-investor-sentiment?source=feed#comment-108505 108505 The point when Apple becomes a mature and slowly growing company like Starbucks or some railroad company seems to still be quite far away.]]> Sun, 06 Jan 2008 10:25:13 -0500 The point when Apple becomes a mature and slowly growing company like Starbucks or some railroad company seems to still be quite far away.]]>