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Doyle3000

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  • How Apple Gave Wall Street The Middle Finger [View article]
    Look at their true growth with Q1 2013 & Q1 2012 Weekly Analysis Q1 2013
    Q1 2012 YOY Change (from a Helix article re: Mounting Hysteria)

    Weekly Revenue
    $4,193.23
    $3,309.5
    +26.70%

    Weekly iPhone Unit Sales
    3,676.08
    2,646
    +38.93%

    Weekly iPhone Revenue
    $2,358.46
    $1,710.71
    +37.86%

    Weekly iPad Unit Sales
    1,758.46
    1,102.43
    +59.51%

    Weekly iPad Revenue
    $821.08
    $626.36
    +31.09%

    Weekly Mac Unit Sales
    312.38
    371.29
    -15.87%

    Weekly Mac Revenue
    $424.54
    $471.29
    -9.92%

    Weekly Operating Cash Flow
    $1,802
    $1,253.86
    +43.72%

    Weekly Net Income
    $1,006
    $933.14
    +7.81%

    Weekly Diluted EPS
    $1.06
    $0.99
    +7.07%
    Jan 30 12:48 PM | Likes Like |Link to Comment
  • It Feels Like The Dotcom Craze All Over Again [View article]
    yeah I'm not going on Squawk Box or to Einhorn with my theory, but it screams of Sarbanes Oxley violations.

    Sorry about your AMZN short. It ain't easy being right these days. OUCH
    Jan 30 10:09 AM | Likes Like |Link to Comment
  • NetSuite - A Loved Long For The Shorts [View article]
    are you saying wait until the 2nd half of 2013 before initiating the short? I think I'll short more now and even more if it hits $75. All the "growth stock fund" money that left AAPL headed right for the cloud. Crazy.
    Jan 29 10:54 AM | Likes Like |Link to Comment
  • How Apple Gave Wall Street The Middle Finger [View article]
    good theory - and Oppenheimer said that they jumped the share repurchase to $45b and I even believe he mentioned acceleration so that makes sense. Why else would they change their guidance process? I like it. If I had more cash I'd be buying AAPL
    Jan 29 10:37 AM | 7 Likes Like |Link to Comment
  • It Feels Like The Dotcom Craze All Over Again [View article]
    It is my theory with the circumstantial evidence being:

    1) The incredibly consistent 30% growth rate (never 40%, never 25%, always 30%) and he brags about this on Cramer.

    2) Sales and Marketing expense not in line with revenue growth. And note as they get larger and 30% becomes a bigger number, the Sales and Marketing grows inordinately higher.

    3) "There is no try, there is only do" is the famous Yoda quote that Benioff uses. This creates a culture of 'make it happen' and that gets gray very quickly.

    4) Everyone knows if top line growth slows, the house of cards craters. They MUST keep it at 30%.

    There is serious smoke here. I've seen this movie before.
    Jan 29 10:09 AM | Likes Like |Link to Comment
  • It Feels Like The Dotcom Craze All Over Again [View article]
    Paulo, i just got a keyboard that acts as an iPad stand as well. I think the PC will shrink past tablet sales within 3 years. And they are SO much lighter to travel with!

    Agree with SirEBITDA, as long as AAPL continues to lead the innovation in tablets, they'll grow very nicely.
    Jan 29 10:03 AM | Likes Like |Link to Comment
  • It Feels Like The Dotcom Craze All Over Again [View article]
    and the SEC is making CRM break out exactly what those working capital changes are in this next 10Q.

    Here's what the market is going to have to digest for CRM in February after Benioff's Magic Show:

    Breakout of Cash Flows --> how much is working capital manipulation, how much is stock option, how much is REAL cash flow from operations.

    Deferred Revenue growth slowdown ---> Change from 1 year to 2 year billing cycle has come full circle so they'll have to position that or change the billing cycle again.

    Continued rise in Sales & Marketing -----> here's where I smell offenses to Sarbanes-Oxley. I think they are very aggressive in where they are booking price/reductions in revenue. It's supposed to be above the line but it looks like they are booking it below the line in their S&M

    Slimy people at CRM. They'll be on CNBC's American Greed
    Jan 28 11:04 AM | 1 Like Like |Link to Comment
  • Records Are Meaningless [View article]
    whenever anyone on SA wants to have the market takeoff, just ask me to sell calls on my positions near the money.....
    Jan 27 11:00 AM | 1 Like Like |Link to Comment
  • In Defense Of Apple: Battling The Mounting Hysteria [View article]
    where'd you get your Magic 8 ball? How much snow will Quebec get this year? Will my kids get scholarships? I've never met an omniscient before. I have so many questions for you!
    Jan 26 01:13 PM | 1 Like Like |Link to Comment
  • In Defense Of Apple: Battling The Mounting Hysteria [View article]
    i think it's associated with the secular decline of the PC along with their non #1 position in mobile. they'll get there eventually and the dividend is nice. but I think it's stuck between $18 & $21 for a while.
    Jan 26 01:04 PM | 1 Like Like |Link to Comment
  • It Feels Like The Dotcom Craze All Over Again [View article]
    mark i hope you aren't closing out your shorts each time we take a hit on these ridiculously valued stocks. one of the best pieces of advice i got on shorting was that I needed patience, just like being long.

    we find inefficiencies (now AAPL long , CRM/AMZN short) and buy/sell short. Do we dump AAPL longs if it goes down another $20? NO So let's not dump the CRM shorts if they go up another $20

    I was short 130 shares of CMG last year and got so emotionally sickened by all the red that I dumped out and lost several thousand dollars. Guess what happened 90 days later?
    Jan 26 12:39 PM | Likes Like |Link to Comment
  • After digesting Samsung's Q4, IDC thinks the company sold 63.7M smartphones in Q4, +76% Y/Y and good for a 29% share (+650 bps). Apple's 47.8M iPhone sales (+29%) yielded a 21.8% share (-120 bps). Low-end Android juggernaut Huawei became the world's #3 vendor with a 4.9% share (+140 bps). #4 Sony's share rose 60 bps to 4.5%. Nokia and RIM didn't make the top-5. Total smartphone growth is pegged at 36.4% (down from Q3's 45.3%), but total mobile phone growth at just 1.9%. Smartphones made up 45.5% of phone sales. (Strategy Analytics[View news story]
    85% of the crap you hear from analysts and talking heads is complete nonsense. DO NOT LISTEN to anyone. Just read through everything and make your own informed decision.
    Jan 26 12:31 PM | Likes Like |Link to Comment
  • After digesting Samsung's Q4, IDC thinks the company sold 63.7M smartphones in Q4, +76% Y/Y and good for a 29% share (+650 bps). Apple's 47.8M iPhone sales (+29%) yielded a 21.8% share (-120 bps). Low-end Android juggernaut Huawei became the world's #3 vendor with a 4.9% share (+140 bps). #4 Sony's share rose 60 bps to 4.5%. Nokia and RIM didn't make the top-5. Total smartphone growth is pegged at 36.4% (down from Q3's 45.3%), but total mobile phone growth at just 1.9%. Smartphones made up 45.5% of phone sales. (Strategy Analytics[View news story]
    Bell - you will regret selling those. We are at or near the bottom. Buy back 1000 just so you can catch the wave back up over the next 12-18 months.
    Jan 26 10:35 AM | 2 Likes Like |Link to Comment
  • Salesforce.com: Various Valuation Perspectives Suggest A Sell Rating [View article]
    This is the 4-1 stock split so poor retail suckers can fly in @$44-$50 while the big money starts their escape out the back door.

    History really does repeat itself for those that don't learn from it.
    Jan 26 10:31 AM | Likes Like |Link to Comment
  • Salesforce.com: The Short Of 2013 [View article]
    And and A-Hole Cramer tells millions of suckers to buy CRM almost every night. PT Barnum was right.
    Jan 25 10:57 PM | 2 Likes Like |Link to Comment
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