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Frank Li » Comments » AAPL

  • Under The Radar News - Friday [View article]
    The Gordon Brown comment is interesting. Wonder who widely it was reported here, and whether the traders saying the market has bottomed are aware of it.
    Jan 26 17:05 pm |Rating: 0 0 |Link to Comment
  • Under The Radar News - Tuesday [View article]
    You were spot on with the Apple-WiMax prediction. Cudos.
    Jan 16 08:30 am |Rating: 0 0 |Link to Comment
  • A Roundup of Analysts' Views of CES [View article]
    Long-Short Guy: agree with you that the component players are a better way to play flat panels than the systems guys.
    Jan 13 13:59 pm |Rating: 0 0 |Link to Comment
  • A Roundup of Analysts' Views of CES [View article]
    The shift to Blu-ray means that the HD-DVD market can finally take off, as consumers won't wait any long to see who wins. Dolby and DTS are two of the winners here. (I have positions in neither.)
    Jan 13 13:58 pm |Rating: 0 0 |Link to Comment
  • 'Cyber Monday' Sets New Single-Day Online Shopping Record [View article]
    Any idea why the Apple numbers are so weak?
    Nov 28 13:08 pm |Rating: 0 0 |Link to Comment
  • CAT, GOOG, AAPL Sporting Consecutive Day Gains Heading Into Earnings [View article]
    Sentiment on AAPL is so strong now, it's hard to see how this stock can trade up significantly after earnings.
    Jul 18 03:35 am |Rating: 0 0 |Link to Comment
  • iPhone Unpacked [View article]
    Wonder what the *incremental* impact is on these suppliers, ie. which suppliers aren't in phones that the iPhone will take share from, and which suppliers make sufficient margin on their iPhone components to impact their profits.
    Jul 03 16:23 pm |Rating: 0 0 |Link to Comment
  • iPhone: A Look Inside [View article]
    ... and that the value is migrating from hardware components to software and usability/design.
    Jul 02 17:15 pm |Rating: 0 0 |Link to Comment
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