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billybob84

billybob84
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  • Understanding Price Compression [View article]
    exactly, 45% of PC profits but only 5% of unit sales is totally fine with me as an apple shareholder, who cares if google and samsung sell more phones, apple could maintain their current unit sales and margins and I'd be very happy b/c in 5.5 years they will buy the company out at a 20% premium.
    Apr 17 09:41 PM | Likes Like |Link to Comment
  • Apple (AAPL -5.8%) has hit levels last seen in Dec. '11 following Cirrus Logic's warning and a Digitimes report about declining iPad Mini shipments. Cross Research calls Cirrus' warning "a reminder of weakening demand, and the challenges around product transitions" for Apple. Tero Kuittinen, noting sub-30M June quarter iPhone sales estimates and worries about the margin impact of emerging markets promotions, thinks "several nightmare scenarios have been priced in." "The naked fear of former Apple bulls is exactly what we need just before the earnings come out." [View news story]
    Bears trying to explain the price drop without any data to back it up is hilarious...lets see what is right on 4/23
    Apr 17 04:22 PM | 3 Likes Like |Link to Comment
  • iPad Mini shipments are expected to drop 20-30% in Q2 as consumers wait for the release of the next-generation iPad, reports Digitimes. LG Display (LPL) expects combined (iPad and iPad Mini) panel shipments of 3.5M in April and 3M in May and June, down from 5M in March. AAPL -1.1% premarket. [View news story]
    Apple has added $39.5 billion to its cash hoard in the last year while the stock price is the exact same as it is today; what other company adds $39.5 billion in cash and has their stock price flat at 9.21 P/E ratio, excuse me, make that 5.6 P/E excluding the $150 billion in cash they have after March 31st 2013. What they heck is wrong with the sellers?
    Apr 17 12:08 PM | 2 Likes Like |Link to Comment
  • The iPhone 5S is "having pre-production issues with mass production at least a month or more away," writes Jefferies' Peter Misek after visiting Asian suppliers; Misek was among the first to report of March quarter iPhone order cuts. He also thinks the launch of a cheaper iPhone could be pushed back to the Dec. quarter, and states "suppliers are worryingly beginning to discount Apple's (AAPL +1.1%) build plans following ~6 months of revisions." Misek, who has a $420 PT, is forecasting below-consensus FQ2 and FQ3 results ahead of April 23's FQ2 report. (Foxconn hiring) (WSJ iPhone report[View news story]
    of course the most bearish analyst is expecting poor sales...we will all know who is right on 4/23
    Apr 16 03:02 PM | 2 Likes Like |Link to Comment
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