Seeking Alpha

dan o'

dan o'
Send Message
View as an RSS Feed
View dan o''s Comments BY TICKER:
Latest  |  Highest rated
  • Sifting The Apple Rumors: iPhone 6 [View article]
    This author doesn't have the facts correct in his story; there is a company called New Energy Technologies (OTCQB:NENE) that has produced a thin-film, transparent solar collector that is designed to work on windows of skyscrapers to utilize that massive area for energy production. They're very small market cap right now, but they have the patents on the process, from what i understand...maybe a future apple buy?
    Mar 8 02:20 AM | 1 Like Like |Link to Comment
  • Why Investing In Apple Is Riskier Than You Think [View article]
    I'm struck by a comparison with F. When Henry ford started cranking out horseless carriages 100-odd years ago, he didn't invent the car. He just made it work for the majority of people, made it accessible to the masses. Kind of like AAPL has done with computing power. Of course he had competitors. Some he dispatched with buyouts, some were taken care of through attrition....but F invented not a new product, but a new way of presenting an existing product, much like AAPL. And as we're seeing, F is doing quite well a century later. I think it's a better comparison than KO, since KO has had nothing that requires annual updates, etc., just that ole' secret forumula...
    Mar 20 05:39 PM | Likes Like |Link to Comment
  • More on Apple's (AAPL -1.3%) shareholder meeting: With rumors of iWatches and new set-tops swirling around, Tim Cook hints at new products. "Obviously we're looking at new categories -- we don't talk about them, but we're looking at them." Cook on Android's share gains: "There's a button or two we could press to make the most [devices] .... That would not be good for Apple." He boasts over half of Chinese/Brazilian iPad buyers are new Apple customers, and still thinks David Einhorn's suit is "silly." No word of a dividend or buyback hike. (live blog[View news story]
    I hate apple stock. Yet I own it, because of the quality/style of their products. If Cook had bowed to einhorn's pressure, he would not have looked he ran the largest company in the world; he would have opened the door to any medium- to large- holders to obstruct running of the company.

    I'm hoping that if cook is measuring twice and cutting once, he is planning a cut in stock price to around 90 (5x) or 45 (10x) split, and based on what he did today, it will happen when he is not being publicly pressured to do it.
    Feb 27 02:59 PM | 1 Like Like |Link to Comment
  • Reduce EPS By Issuing Preferred Stock [View article]
    forget dividend or preferred... SPLIT is the magic word ... A nice 2-or 5x split and your dividend will be forgotten as the stock recaptures 7 or even 800 almost immediately. And retail investors will buy blocks of aapl if they can buy a block without having to mortgage their house to do so
    Feb 12 12:34 AM | Likes Like |Link to Comment
  • Sharp (SHCAY.PK) has "nearly halted production" of displays for the regular iPad as demand shifts towards the iPad Mini and Apple (AAPL -0.6%) attempts to manage inventory, Reuters reports. Many analysts have already forecast the Mini, which is thinner and much lighter than the 4th-gen regular iPad, will account for a majority of iPad sales in Q1. Higher Mini sales benefit display suppliers AUO and LPL. Due to lower price tags, Apple's average gross profit on Mini sales appears to be lower than its average gross profit on regular iPad sales. [View news story]
    looks to me like it probably reflects some cannibalization of ipad sales...but it seems the mini is a more than capable competitor to the samsungs and it could simply be they are reallocating their production and inventory needs (typical in mid january for any company)
    Jan 18 05:57 PM | Likes Like |Link to Comment
  • After seeing Verizon report it sold just ~650K iPhone 5s in Q3 due to supply issues, Jefferies' Peter Misek thinks only 5M units may have been sold overall in the quarter - he previously believed sales of 8M-10M were possible. But Misek argues iPhone 4/4S sales will make up for any shortfall to his 26M-unit iPhone forecast. Meanwhile, Stifel notes the iPhone 5 is still back-ordered for 3 weeks at Verizon. Apple (AAPL -2.8%) is selling off along with many other tech large caps, and is down 13% from its Sep. 21 high. (earlier: I, II[View news story]
    Verizon is simply one component of a much, much larger worldwide ecosystem of telecom companies, all in different countries, on different continents. And they all want the iphone 5 (or the 4s for free). I can see how they would pump out five million phones in a weekend around the world, and the fellow above raised a good point. Even anecdotal evidence (we didn't hear about riots from stores, for instance, that had no phones at all) would be nice to verify that phones were sold in europe etc.
    Oct 20 04:22 AM | Likes Like |Link to Comment
COMMENTS STATS
6 Comments
2 Likes