Apple's Innovation Is Stronger Than Ever, Valuation Very Attractive [View article]
This article is patently absurd. This does not constitute innovation. Touch, ecosystem and ancillaries are rapidly becoming commodities with perfect competition margins and the hedge funds know it.
This won't help get rid of those iPhone 5 shortages: China Labor Watch claims 3K-4K Foxconn workers at a plant in the city of Zhengzhou went on strike this afternoon, protesting over a lack of quality control training needed to meet the iPhone 5's (AAPL -2.1%) exceptional requirements, and demands to work during a holiday. Multiple iPhone 5 production lines were reportedly put into a "state of paralysis." Two weeks ago, Foxconn had to shut down another Chinese plant due to a riot. Update: Foxconn denies a strike occurred, and claims production remains on schedule. [View news story]
I've been buying puts every move up betting on supply disruptions and predictable yield issues with several components.
iPad Mini Success Will Sink Apple Margins; Look For 30% Downside [View article]
What is the TMC market cap? BMW market cap? TMC is far more of a real company than AAPL, which has a grossly unrealistic PSR if you are literate about cycles.
3 Signs Apple Is Turning: A Rebuttal [View article]
Anything that is not 4G better be free, and if the i Phone 5 doesn't outsell the 4s by more than it is now, the bulls better buy protection. I tend to agree with the Samsung national adds, and that APPL will continue to offer disappointing products. Just stress test a Nexus 7 versus an iPad and you will see reality.
Things you touch and connect to the internet or an electronic ecosystem just aren't going to be worth anything, and soon. Stocks are valued as perpetuities. There is just nothing remotely perpetual about the tired AAPL story.
Apple (AAPL) is seeking U.S. bans on 8 Samsung (SSNLF.PK) smartphones, Bloomberg reports. The devices include four Galaxy S II models and the Epic 4G, but not the Galaxy S III or the Galaxy Nexus. The S III was launched too late to be included in Apple's suit, thus an injunction request might require another legal action. But the Nexus was declared to be infringing - was it spared due to its use of stock Android (previous), or is it already covered by a pre-trial injunction? (more) [View news story]
The point is, the number of people not impressed with what will be the iphone 5, is likely increasing exponentially
Apple's Moment Of Truth And Way Forward [View article]
8 Reasons The iPad Mini Launch Should Have Failed [View article]
Apple Stock Price Vs. Key Product Release Dates Beginning 1983 [View article]
Apple's Innovation Is Stronger Than Ever, Valuation Very Attractive [View article]
Apple (AAPL): FQ4 EPS of $8.67 misses by $0.08. Revenue of $36B (+27% Y/Y) beats by $200M. 26.9M iPhones sold, 14M iPads, 5.3M iPods. Shares halted. (PR) [View news story]
Apple: Time To Reduce An Overweight Position [View article]
Apple's Flawed iPhone 5 Design And Its Effect On Stock Performance [View article]
This won't help get rid of those iPhone 5 shortages: China Labor Watch claims 3K-4K Foxconn workers at a plant in the city of Zhengzhou went on strike this afternoon, protesting over a lack of quality control training needed to meet the iPhone 5's (AAPL -2.1%) exceptional requirements, and demands to work during a holiday. Multiple iPhone 5 production lines were reportedly put into a "state of paralysis." Two weeks ago, Foxconn had to shut down another Chinese plant due to a riot. Update: Foxconn denies a strike occurred, and claims production remains on schedule. [View news story]
A Fresh Look At Apple [View article]
iPad Mini Success Will Sink Apple Margins; Look For 30% Downside [View article]
3 Signs Apple Is Turning: A Rebuttal [View article]
Subtle Innovation: Apple's Incremental Improvement Strategy [View article]
Apple - Stay Objective And Aware Of Threats [View article]
Sell Apple And Run Away? [View article]
Apple (AAPL) is seeking U.S. bans on 8 Samsung (SSNLF.PK) smartphones, Bloomberg reports. The devices include four Galaxy S II models and the Epic 4G, but not the Galaxy S III or the Galaxy Nexus. The S III was launched too late to be included in Apple's suit, thus an injunction request might require another legal action. But the Nexus was declared to be infringing - was it spared due to its use of stock Android (previous), or is it already covered by a pre-trial injunction? (more) [View news story]