awcabot

Apple as a Target

Almost two years ago Apple's CEO wrote an open letter to the music industry urging them to abandon DRM, since licensing FairPlay is too risky. See: www.apple.com/hotnews/.../.
Therefore Mr. Maney' idea of targeting Apple seems a bit out of place.

Time For Growth Stocks Like Apple and Google?

In July Apple earned $1.19 vs the expected $1.08 beating by 10%.
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.

Steve Jobs' Health: A Red Herring

There is some truth in Apple's guidance. Apple has consistently been very conservative in EPS, by 30% in the last four quarters. But it has been more honest in revenue guidance, by being about 7% too conservative.

Consider the revenue guidance as realistic and then calculate an EPS. You will be surprised.

Chinese Consumers Cite Pricing as Concern for Apple's iPhone

Pearl is trying to sell it's research - such promotional posting, or advertising, should not be allowed on SeekingAlpha.com

Chinese Consumers Cite Pricing as Concern for Apple's iPhone

Pearl is trying to sell it's research - such promotional posting, or advertising, should not be allowed on SeekingAlpha.com

What Classifies Web Video as HD Quality?

What does the definition of HD video have to do with alpha portfolio management is beyond me.

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.

Options Market Indicating Another Apple Disappointment?

I wouldn't put too much faith on Max-Pain until close to expiration, and even then it can be simply blown away by momentum, just like it was last Friday, where the balance between calls and puts was at $145 (if I remember correctly)

Spitzer: Self-Destruction

Why do people care whether he paid to have sex? The only person who should be involved is his wife, other than that, it is not our business what he does during his free-time.
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.

Spitzer's Legacy on Wall Street

If the American public does not get entranced by another sec scandal while their country is going to hell in a hand-basket,

Apple's iPhone SDK: This is Brand New Big Sh*t, But

"And where are the social hooks? Can you establish social networks and build a social graph via the iPhone SDK? If not, why? If so, where is that outlined? I read over a dozen posts on the iPhone SDK and I didn't see the world social in any of them. The phone is the most personal (and therefore social) device in the world. There's got to be social hooks in something like this."

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.

Apple Adds Option for More Memory to iPhone, iPod Touch

The price increase is a Sign of good sales for current iPhone models.
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.

Apple at $135: Low Hanging Fruit

Actually Apple delivered better results than analyst forecast for 2008q1 and Apple has consistently provided conservative earnings guidance, seldom above the estimates that analyst publish. I would believe that Apple finance has been quite good at managing analyst expectations, without being too bullish, but letting the results speak for themselves.

Cramer's 'Four Horsemen' Crumble

1) The author didn't insert the quote by the great Yogi.
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.

4 Problems With the iPod Touch

Personal comments on a company's individual product have little to with SeekingAlpha, a blog for financial commentary and analysis. It's a bit like complaining about McDonald's hamburgers: analyze the business and the stock, not whether you think the Big Macs should have more ketchup.

Earnings Power vs. Investor Sentiment

Regarding Apple, your analysis assumes that consensus earnings is reasonably accurate. And yet for the past 5 years Apple has handsomely beaten analyst expectations and with the most current quarterly report coming up it seems that again Apple will deliver better than expected results.
The point when Apple becomes a mature and slowly growing company like Starbucks or some railroad company seems to still be quite far away.