lorvic1's Comments lorvic1's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/819582/comments David Trainer's $240 Apple Price Target Analysis Just Doesn't Add Up http://seekingalpha.com/article/1439681/comments?source=feed#comment-18891161 18891161 Thu, 16 May 2013 08:59:53 -0400 Apple Solved Its First Problem http://seekingalpha.com/article/1439721/comments?source=feed#comment-18890741 18890741 Thu, 16 May 2013 08:52:56 -0400 The Bigger Picture Apple Investors Are Missing http://seekingalpha.com/article/1418391/comments?source=feed#comment-18624751 18624751 Thu, 09 May 2013 11:05:04 -0400 Apple's Shareholder Program: The Day The Music Died http://seekingalpha.com/article/1379151/comments?source=feed#comment-18186791 18186791 Sun, 28 Apr 2013 09:18:55 -0400 More on Qualcomm: Digitimes reports Qualcomm and Spreadtrum (SPRD) have cut prices for Chinese quad-core chips due to competition from MediaTek; Qualcomm has reportedly cut prices below $10 (low by its standards). The report is noteworthy given Qualcomm's growing Chinese presence, and the fact its chip margins (along with chip/royalty mix) had much to do with its disappointing FQ3/FY13 EPS guidance. Thanks to heavy R&D spend and a mix shift to emerging markets, the chip unit's op. margin fell to 17% in FQ2 from the year-ago period's 20%, and is expected to stay at 17% in FQ3; aided by FQ1's 26% margin, FY13 guidance is still for 18.5%-20.5%. http://seekingalpha.com/currents/post/976211?source=feed#comment-18172081 18172081 Sat, 27 Apr 2013 12:44:30 -0400 China And Apple: The Beginning Of A Beautiful Friendship? http://seekingalpha.com/article/1371021/comments?source=feed#comment-18110811 18110811 Thu, 25 Apr 2013 21:18:16 -0400 Amgen (AMGN): Q1 EPS of $1.96 beats by $0.12. Revenue of $4.238B (+5% Y/Y) misses by $0.14B. Shares +0.3% AH. (PR) http://seekingalpha.com/currents/post/960911?source=feed#comment-17996001 17996001 Tue, 23 Apr 2013 16:27:38 -0400 Apple's Calendar Chaos Trade Of 2013 http://seekingalpha.com/article/1352601/comments?source=feed#comment-17806431 17806431 Thu, 18 Apr 2013 17:04:36 -0400 Microsoft (MSFT): FQ3 EPS of $0.72 beats by $0.04. Revenue of $20.49B misses by $71M. Shares +1.7% AH. (PR) http://seekingalpha.com/currents/post/952731?source=feed#comment-17803741 17803741 Thu, 18 Apr 2013 16:24:04 -0400 Anadarko's Dark Clouds Dampen Sunny Outlook http://seekingalpha.com/article/1314851/comments?source=feed#comment-17139061 17139061 Tue, 02 Apr 2013 20:30:35 -0400 Apple - It's All About Earnings http://seekingalpha.com/article/1305431/comments?source=feed#comment-16903851 16903851 Wed, 27 Mar 2013 18:16:14 -0400 Apple App Store Vs. Google Play http://seekingalpha.com/article/1299941/comments?source=feed#comment-16805171 16805171 Mon, 25 Mar 2013 22:12:01 -0400 Apple: Developing A Reasonable Expectation http://seekingalpha.com/article/1286321/comments?source=feed#comment-16518831 16518831 Tue, 19 Mar 2013 18:29:13 -0400 How the Fed Could Fix The Economy -- And Why It Hasn't http://seekingalpha.com/article/1220301/comments?source=feed#comment-15484381 15484381 Mon, 25 Feb 2013 13:45:51 -0500 Apple: When Negatives Can Be Positives http://seekingalpha.com/article/1221241/comments?source=feed#comment-15481921 15481921 Mon, 25 Feb 2013 12:53:10 -0500 Potential Winners And Losers Of The Mobile World Congress 2013 http://seekingalpha.com/article/1219131/comments?source=feed#comment-15442691 15442691 Sun, 24 Feb 2013 13:15:08 -0500 Apple's Revenue By Region: There's More To The Company's Story http://seekingalpha.com/article/1219211/comments?source=feed#comment-15435191 15435191 Sun, 24 Feb 2013 09:50:59 -0500 Time For Apple To Waddle And Quack http://seekingalpha.com/article/1210981/comments?source=feed#comment-15316581 15316581 Thu, 21 Feb 2013 12:04:09 -0500 Is Qualcomm Losing Its Luster? http://seekingalpha.com/article/1189711/comments?source=feed#comment-15175671 15175671 Mon, 18 Feb 2013 17:47:09 -0500 Qualcomm: Clarifying My Stance http://seekingalpha.com/article/1199971/comments?source=feed#comment-15174951 15174951 Mon, 18 Feb 2013 17:24:05 -0500 The Real Obstacles To Increasing Apple's Share Price http://seekingalpha.com/article/1200351/comments?source=feed#comment-15160611 15160611 Mon, 18 Feb 2013 12:12:16 -0500 Running Like A Deere Into South America http://seekingalpha.com/article/1178531/comments?source=feed#comment-14941981 14941981 Wed, 13 Feb 2013 13:22:02 -0500 Amgen (AMGN -1.3%) moves down as William Blair cuts the stock to Market Perform on valuation, noting a lack of upcoming catalysts following a sustained move to the upside. http://seekingalpha.com/currents/post/818221?source=feed#comment-14847401 14847401 Mon, 11 Feb 2013 12:40:36 -0500 A Short Short Thesis On Amazon.com http://seekingalpha.com/article/1145051/comments?source=feed#comment-14386751 14386751 Wed, 30 Jan 2013 22:28:40 -0500 Some Thoughts On The Dell Buyout, Microsoft's Involvement And The PC Market http://seekingalpha.com/article/1145031/comments?source=feed#comment-14386371 14386371 Wed, 30 Jan 2013 22:11:10 -0500 My Once-A-Year Article On Apple http://seekingalpha.com/article/1118571/comments?source=feed#comment-13850411 13850411 Thu, 17 Jan 2013 18:25:55 -0500 Worrying Wednesday: How Low Can Apple Go? http://seekingalpha.com/article/1114871/comments?source=feed#comment-13785101 13785101 Wed, 16 Jan 2013 13:00:28 -0500 Apple (AAPL) has cut iPhone 5 component orders for calendar Q1 due to weaker-than-expected demand, sources tell the WSJ; display orders are said to be cut by ~50%. The Nikkei also claims display orders have been halved, albeit from an elevated level of 65M. The articles back up analyst reports of iPhone production and component order cuts, and raise the question of whether Apple needs a cheaper iPhone and/or one with a larger display to bolster its international share. Suppliers on watch: LPL, CRUS, OVTI, QCOM, BRCM, SWKS, TQNT, AVGO. http://seekingalpha.com/currents/post/758781?source=feed#comment-13666941 13666941 Sun, 13 Jan 2013 22:34:27 -0500 A Cheaper iPhone Would Confirm A Lack Of Innovation And Declining Margins At Apple http://seekingalpha.com/article/1102591/comments?source=feed#comment-13508511 13508511 Wed, 09 Jan 2013 17:01:18 -0500 Sense And Nonsense About Climate Change. What Do Investors Need To Know? http://seekingalpha.com/article/1101351/comments?source=feed#comment-13469711 13469711 Tue, 08 Jan 2013 22:37:55 -0500