JIM

Is There a Mobile Phone Recession?

.02 beat. Nothing much there.

Is There a Mobile Phone Recession?

Apple does not want to be the low-cost leader. Makes no sense for the longevity of their business model and it's totally at odds with their ethos. All the other companies competing on price are sucking wind; some are ready to kick the oxygen habit altogether.

iPod's have per-unit yielded more revenue as time has gone forward. Expect the company to continue enhancing the desirability of their phones and inching that revenue ever-upward as well.

Hold On To RIMM

If Apple had only beat by .02, you can rest assured the stock would have been totally obliterated the next day. Just look at what happened with some misplaced concern over a slight change in growth rate for iPods, while beating by a country mile.

Consider what you're getting for the premium you pay for RIMM. A decreasing rate of growth?

Given that UBS can go up 11% after writing down 19 billion additional, and that Merril says it's fat with cash, and that people believe them, anything is possible today. We obviously want to admire the emperor's new clothes.

But 'possible' doesn't make it correct.

Was long RIMM, but it's just not worth the worry that their world is going to shrink.

Is There a Mobile Phone Recession?

Considering that high-quality handsets with disruptive technology and ease of use like the iPhone are actually being used in place of laptops in increasing numbers, it's actually cost-effective to embrace this technology. Not expensive, as some have intimated.

India, for example, while not having a carrier agreement in place with Apple, is very hospitable to the iPhone due to the ubiquity of WiFi.

This will be increasingly the case for burgeoning developing countries not hindered by legacy networks.

Apple iPhone Shortage - Is 3G Coming?

Abramsky pulls figures out of his posterior. Apple can even gauge/meet demand on iPhones...

Hold On To RIMM

AAPL will be on top eventually. RIMM's P/E is preposterous in this environment.

Expecting Apple to Reach $300 in 2008

That's not good to see, but the article he wrote is on the money regardless.

Expecting Apple to Reach $300 in 2008

Intelligent assessment of one of the most under appreciated stocks/company in the market today. Pleasure to read this...

Under The Radar News - Wednesday

Daffy is well-named.

Jim Cramer's Mad Money In-Depth, 3/24/08: Happy Days Are Here Again

Cramer should be in prison.

Apple Sitting on Excess Inventory?

I think that Publix sold somewhat fewer grapes last month, but I think they did better than expected with corn on the cob.

Who cares?

Let Apple run its business. The banks/hedges/investmen... houses obviously can't run theirs...

Apple/Mozilla Flap Is Really About Google Revenue

The 'uproar' about Apple's desire to have folks adopt Safari is ridiculous. Folks with agendas are doing some sabre rattling claiming that the company is 'spamming', etc. by packaging safari (optionally) with iTunes. What's the harm in that? If you don't want to use the browser, uncheck the option box. Simple as that. Meantime, it's a great browser. Fast and efficient. The negative chatter and din you hear these days may be coming from clueless folks who don't perceive Apple's business model, or are foolishly trying to short the stock-- a suicidal move to be sure.

Sell the News, Buy the Rally

He should just give up and take a dirtnap.

Apple and RIM Battle for the Corporate Mobile Market

This Blackberry VS iPhone argument smells a bit like the DOS vs Windows arguments of days gone by.... RIMM will need all the luck it can get with its 52 p/e ratio. It's in Apple's, and, soon, many analyst's crosshairs!

iPhone SDK and Restrictions: Some of the Details Aren’t Great

Blah, Blah. Provide some facts to back up your ass-ertion.