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iloewy

iloewy
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  • Apple (AAPL +1.9%) roundup: 1) Brian White cites Chinese 3G growth as a reason for his $888 PT: he points out China's 3G sub base rose 83% Y/Y in April to 293.1M, and is expected to hit 375M-400M by year's end. China Mobile (CHL - previous) had 120M 3G subs; China Unicom (CHU) had 92M, and China Telecom (CHA) 81M. 2) Taiwan's Economic Times reports Apple is testing 1.5" OLED displays for an iWatch, and that "market rumors" indicate Foxconn has received iWatch trial production orders. 3) Digitimes reports MacBook orders are expected to grow 20% Q/Q in Q2, as Apple launches new systems sporting Intel Haswell CPUs at June's WWDC conference. [View news story]
    I agree completely with Brian that AAPL will continue growing working with the Chinese companies introducing new items and his PT of $888 seems reachable
    May 20 02:36 PM | 1 Like Like |Link to Comment
  • Apple, Zynga Lead Sharp Rise In Short Interest On Tech Names [View article]
    You'll see these shorters running for cover soon when AAPL starts its upswing
    May 14 10:23 AM | 1 Like Like |Link to Comment
  • Apple: The Bottom Has Yet To Be Reached [View article]
    One of the worst articles on AAPL. You don't know what you are writing about.Just keep advising people to short AAPL here and you'll make a lot of unhappy speculators when they'll have to run for cover very soon.
    May 11 01:28 PM | Likes Like |Link to Comment
  • The Chinese government is expected to issue 4G TD-LTE licenses by year's end, writes Morgan Stanley's Katy Huberty in a bullish note on Apple (AAPL +1.2%). The licenses could pave the way for China Mobile (CHL), which has 700M+ subs and is spending $6.75B this year on its TD-LTE network (still in trial mode), to begin selling the iPhone. One potential roadblock: China Unicom (CHU) and China Telecom (CHA) want the government to take its time in issuing TD-LTE licenses. CHA wants to delay its 4G capex, and both carriers are supporting the FDD-LTE standard (far more popular outside of China). (AAPL/CHL agreement) [View news story]
    It's not only China prospects for AAPL but in general the future for AAPL looks very promising. Whoever buys here will be happy a year from now. I am long!
    May 8 03:18 PM | 2 Likes Like |Link to Comment
  • Tech Revival? Watch Apple [View article]
    Watch out all you APPL bears, you are going to get in for big surprises.Maybe this year or next, just need patience!
    May 5 12:45 PM | 1 Like Like |Link to Comment
  • Is Apple Worth More Dead Than Alive? [View article]
    It definitely looks like AAPL is very much alive.In my humble opinion the shares have hit bottom and are in the process of going much higher in the near and more distant future.I just loaded up recently without any qualms.
    May 4 01:27 PM | Likes Like |Link to Comment
  • Shame On You, Apple [View article]
    "shares come back down to the 410-420 range prior to next week's ex dividend date". Just keep on dreaming!
    May 1 01:01 PM | 2 Likes Like |Link to Comment
  • Apple: Dividend Growth Investor's Dream? [View article]
    Added to my AAPL holdings today as it still is a bargain at & 435 considering it will be at least $ 500 not including the 3% dividend
    May 1 11:03 AM | Likes Like |Link to Comment
  • As Apple (AAPL +2.5%) surges above $425, a French site leaks an apparent sales doc for Japanese carrier KDDI that states iPhone 5S pre-sales will start on June 20 (shortly after the WWDC conference) ahead of a July launch. The doc also claims the 5S will have a 13MP camera and fingerprint reader. It's possible the launch info is dated - there have been multiple reports the 5S launch has been pushed back to Aug./Sep. from July. Also: KGI Securities, which has a pretty good track record, reports new MacBook Pro/Air models will arrive at WWDC, and that display yield issues will likely push back retina iPad Mini mass-production to October. (S-3 filing[View news story]
    Rumors or whatever,it really doesn't matter. AAPL is a terrific company and shares will rise to 500 and more this year and more next year and shorters will have to run for cover
    Apr 29 03:21 PM | Likes Like |Link to Comment
  • Apple Exits The Steve Jobs Era, Bets On Engineering Of The Financial Kind [View article]
    The previous comment about short sellers to watch out is right on,until recently the shorters had a field day but this is going to change now and they'll have to think twice about shorting AAPL
    Apr 26 11:15 AM | 3 Likes Like |Link to Comment
  • You Better Duck - Apple's Unit Profits Are Falling [View article]
    WATCH OUT ALL YOU NAYSAYERS WHEN AAPL REACHES $ 500 WITHIN A YEAR. AAPL HAS A TEAM OF VERY SMART INVENTORS AND MANAGERS AND WILL SURPRISE EVERYBODY WHEN THEY COME OUT WITH NEW PRODUCTS IN THE SECOND HALF OF 2013 AND IN 2014.
    Apr 25 01:54 PM | Likes Like |Link to Comment
  • Is Apple (AAPL -1.7%) starting to see a brain drain in the post-Jobs era? "There is a growing level of dissatisfaction among Apple executives and employees, and a greater willingness to explore leaving," one VC tells BI. Another says his firm is seeing a lot more resumes from Apple employees, and attributes this both to the impact leadership changes have had on Apple's culture, and the higher pay offered by startups. A month ago, John Gruber warned Apple is at risk of losing top talent, and called it "the single biggest problem that Apple faces." [View news story]
    u01bsbo- you are so right and I also think let's wait until the 23rd and hope for good news that will have the shorts run for cover
    Apr 15 03:41 PM | 1 Like Like |Link to Comment
  • Apple Has Become The Most Underrated Stock [View article]
    Love your comments.AAPL looks like it hit bottom at 420, doesn't want to go lower.Just today Credit Suisse gave it an "outperform" rating with a $600 target. Great call
    Apr 9 05:33 PM | 2 Likes Like |Link to Comment
  • Ready for the "iRing"? After meeting with hardware suppliers in China and Taiwan, Brian White believes Apple (AAPL) will launch a TV this year with a ring accessory allowing a user to control the set by pointing their finger. White also sees the iTV coming with a 9.7" mini iTV screen to be used for things such as home security, phone calls, and video conferencing. [View news story]
    laugh,laugh, but AAPL will come up with some new stuff that most people don't even dream of
    Apr 3 10:14 AM | Likes Like |Link to Comment
  • Tim Cook responds to criticism of Apple's (AAPL -1.6%) Chinese repair/warranty policy by state-owned media outlets and a government agency by issuing an apology letter that outlines repair policy changes for the iPhone 4 and 4S. Separately, Fidelity Contrafund, Apple's biggest active shareholder, discloses it cut its stake in the company by 10% in January and February, to 10.4M shares. [View news story]
    AAPL management keeps quiet in spite of all the numerous comments by shareholders.Not very encouraging!Why don't they come out with some statement?
    Apr 1 11:48 AM | 5 Likes Like |Link to Comment
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