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  • Apple's (AAPL +3.4%) sell-side fans are beginning to insist the company needs a bigger iPhone. Barclays' Ben Reitzes sees the market for smartphones with 5"+ displays growing to 230M units in 2015 from 27M in 2012, and thinks a large iPhone could boost ASPs by ~5% and 2014 EPS by $7. Sterne Agee's Shaw Wu offers a similar take. "We believe AAPL is leaving money on the table by not participating in larger touchscreen form factors." Wu adds he's seeing evidence of a strategy change in supplier checks. (Blodget) (Wozniak[View news story]
    Let's see, 4" was great but now you want 5" then it will be 6" then it will be a Mini then a pad.....
    Show proof/facts on the numbers that want 5" then you will have my interest. many Iphone owners i know love the current size so that it is not too bulkey to put in your pocket. When i need something bigger i go to my IPad or you can use a Mini... with each veriation on the phone comes cost. Then someine will Whine about margins.......
    Feb 5, 2013. 04:33 PM | 1 Like Like |Link to Comment
  • Lessons From Apple's Fiscal Q3 Instructive For Current Quarter Predictions [View article]
    I think if analysts are so good at estimating growth and profit, why aren't they running a multi billion dollar company. Apple has come out with a strong product and continues to set standards in the Phone, Tablet, and computer space for the non-geek, which represents the majority of man kind. Analysts need to take a reality pill and pay attention to Apple guidance and applaud the success vs. pipe-dream estimates and beating them up because Apple misses misguided estimates.
    Sep 28, 2012. 09:17 AM | 7 Likes Like |Link to Comment
  • Ahead Of Its Earnings Report, Ford Is Cheapest Since 2009 [View article]
    My Ford is currently free money as I took out my initial investment plus enough to take my wife on a Mediterranean cruise for our 10th anniversary. 2 years ago when it went from 1.80 - 14.00
    It is now a long term play on good old American ingenuity. They are making some great products here and abroad. When Europe finally gets it act together I see more vacations in my futureā€¦
    Jul 25, 2012. 09:16 AM | 1 Like Like |Link to Comment