Apple's Revenue By Region: There's More To The Company's Story [View article]
Thank you for putting together facts. Few articles on Apple do. Most just present rumors or articles devoid of real facts or logic. When I see Amazon and Google compared to Apple I know right now most analysis tha t write on these have little understanding of the field.
Your statement about individual investors and online investing is somewhat misleading. The vast, vast, number of individual investors do not invest online. I am an individual investors and know dozens and dozens like myself. None of us are online investors. When buying small lots we are punished by the brokerage houses. I know no one that has bought 5, 10, 20 or even 50 shares of Apple because of this.
Price is not the only consideration when choosing a product or a vendor. Since you made no evaluation as to the competive products I think your assumption that there will be competive pricing to reduce margins is premature. You need to evaluate each of the so called competitive products on a number of matrix to make that assumption. How about price, size, power requirements, vendor capacity, vendor reliability, parents, to jjust name a few. These are not commodity type products.
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. [View news story]
Obviously there was no William Blair representative at the last Amgen meeting. I guess they were too busy making their cut to be bothered by getting the actual facts. Too bad.
A ten for one stock plot would truly be magical. It would put the 100 share round lot within the budget of so many Apple product lovers. They would buy and hold as they love Apple. This could take the stock out of the control of speculators, hedge fund, ETFs, etc.
Worrying Wednesday: How Low Can Apple Go? [View article]
Some people flunked math 101. The leaked information last week said Apple cut its order rate for iPhone 5 screens from 65 million in the first quarter 50% or to 32.5 million for the second quarter because of decreasing iPhone 5 sales. That is a build rate of 97.5 million iPhone 5 units for the six months. However, most analysts project 50 million iPhone 5 sales for the first quarter then to drop to 37 million units the second quarter. That's a total of 87 million units. Note the build rate is over 10 million more than the analysts project as sales. If you assume a relatively stable inventory some one is wrong. Either Apple is deliberately building too many units or sales estimates are wrong. That does not even take in to account the iPhone 4S units that are still being sold.
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 Nikkeialso 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. [View news story]
Another unnamed source "Weege Board" prediction. Not worth the space it takes up on the board. When you have actual facts let us know.
A Cheaper iPhone Would Confirm A Lack Of Innovation And Declining Margins At Apple [View article]
Another dumb "Weege Board" analysis based not on facts but on faulty logic rumors and speculation. The writer admits the new lower cost iPhone information is bases on rumor and speculation. He has no real facts. He complements the retina display and then says Apple has no innovation. He is obviously an Apple Bear. He preaches yes but negative. I have no doubt Apple could blow out the quarter and this author would preach that as a negative.
Sense And Nonsense About Climate Change. What Do Investors Need To Know? [View article]
First it was global warming. Since that did not fly it is now called climate change". That covers all the bases. Whenever weather changes from our short term past or our immediate expectations we yell "climate change". In the big picture we have come out of a mini ice age. Of course it is slightly warmer in some areas. Also the Antarctic ice is spreading over a larger area. Man is not near as important as some think. Wake up. The weather changes, always has and always will.
Potential Winners And Losers Of The Mobile World Congress 2013 [View article]
Apple's Revenue By Region: There's More To The Company's Story [View article]
Time For Apple To Waddle And Quack [View article]
Is Qualcomm Losing Its Luster? [View article]
Qualcomm: Clarifying My Stance [View article]
The Real Obstacles To Increasing Apple's Share Price [View article]
Running Like A Deere Into South America [View article]
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. [View news story]
A Short Short Thesis On Amazon.com [View article]
Some Thoughts On The Dell Buyout, Microsoft's Involvement And The PC Market [View article]
My Once-A-Year Article On Apple [View article]
Worrying Wednesday: How Low Can Apple Go? [View article]
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. [View news story]
A Cheaper iPhone Would Confirm A Lack Of Innovation And Declining Margins At Apple [View article]
Sense And Nonsense About Climate Change. What Do Investors Need To Know? [View article]