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chiptanis

chiptanis
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  • Why Apple's China Mobile Launch Was A Flop [View article]
    This guy is such a hack.... I'm betting 25-30M china mobile sales in 2014... and that may be light. :-)
    Jan 23 05:29 PM | 1 Like Like |Link to Comment
  • Sell-side praises Apple, Julian Robertson doesn't [View news story]
    Nothing personal against Mr. Robertson, however, Mr. Jobs is dead... and maybe his brain is too.
    The world has to move forward and Apple is doing that... without Mr. Jobs.
    Oct 7 08:37 PM | Likes Like |Link to Comment
  • Dimon-Holder talks make "good progress" [View news story]
    I personally think 99% of all of the lawsuits against the banks are rediculous.. The govt. should have sued itself for pushing banks to give people who should never have been homeowners to begin with.... mortgages.. Thank you Congress and banking commitees.

    No money down, no income verifications, everyone was happy until they realized that property values do go down and yes you have to make payments. Surprise. Then the idiots who knew they couldn't afford them cry foul and look for the banks / government to bail them out.. lower principles, lower interest, forgive balances.

    And they start the cycle all over again by giving mortgages with 3% down.. If you can't put down 10-20% you shouldn't get a mortgage... Period! That puts some skin in the game.
    Sep 27 07:09 AM | 4 Likes Like |Link to Comment
  • China Mobile poster leak suggests iPhone launch on tap [View news story]
    My own observations on a recent cruise aboard Oasis of the Seas (largest (-6") cruise ship in the world...
    Not a cheap cruise by any measure... Many many Chinese travelers..
    Given that the cruise cost alone was high and they had to pay for airfare was very expensive and they all had iphones, I think the future is great for Apple in China..
    It is the 1st cruise I have ever been on (15+) where they made announcements at the Captain's dinner in both English and Chinese.. I think that says something all by itself
    Sep 26 04:28 PM | 1 Like Like |Link to Comment
  • Weekend action sobers up analysts' view of iPhone sales [View news story]
    Until about a year ago I did not own an Apple product.. I worked for IBM for over 30 years so I could not even spell Apple. Now I own 2 iphones, an Ipad and a Macbook Air.. Never going back.

    Forget MS, has a Samsung phone (toast now). Apple just works. period.

    People saying that iphone 5c is too expensive.... I think lots of people will defect from the "free" or cheap Androids over the coming months for the 5c. Thoughts?
    Sep 23 04:02 PM | 2 Likes Like |Link to Comment
  • Weekend action sobers up analysts' view of iPhone sales [View news story]
    Munster better start worrying about his job... I think his shirt collar is getting a little tight these days.
    Sep 23 12:13 PM | Likes Like |Link to Comment
  • Weekend action sobers up analysts' view of iPhone sales [View news story]
    Just Watched Gene Munster put his spin on why he blew it (again!). These guys are never wrong... they are just not right?
    Sep 23 12:10 PM | Likes Like |Link to Comment
  • Weekend action sobers up analysts' view of iPhone sales [View news story]
    How many IOS7 users are going to drop Pandora? Think millions.
    Sep 23 09:18 AM | 5 Likes Like |Link to Comment
  • Weekend action sobers up analysts' view of iPhone sales [View news story]
    Now wait for the red faced analysts that downgraded AAPL a week or so ago have to up their numbers.... or .... put their spin on how they saw this coming and they are sticking with their forecasts... What parent is not going to upgrade their kids iphone 4 or 4s to a 5C (or 5S if they have the bucks) this holiday season.. As soon as their friends start showing up at school with colored Iphones.. there will be a stampede... Android & MS who?
    Sep 23 09:13 AM | 3 Likes Like |Link to Comment
  • Weekend action sobers up analysts' view of iPhone sales [View news story]
    "AAPL is cannibalizing itself" ---- I think you better look at who Apple is cannibalizing a little closer (i.e., Blackberry, Android, MS)
    Sep 23 08:46 AM | 3 Likes Like |Link to Comment
  • Weekend action sobers up analysts' view of iPhone sales [View news story]
    Nice call Boza 9M sales
    Sep 23 08:40 AM | 4 Likes Like |Link to Comment
  • One Word Separates Apple From $500 [View article]
    Phablet/Smablet, just download skype and make the calls you want.. I use it on the ipad all the time. BTW, watching people using those large screen "phones" pressed up against their ears makes me laugh. We've gone full circle from trying to get the slimmest smallest phones to getting the largest screen you can get to make a "phone call".. Different markets for each.
    May 29 05:41 PM | 1 Like Like |Link to Comment
  • Senate Slams Apple On Tax Avoidance [View article]
    I am retired from IBM for a number of years now and I can say unequivocally that IBM and probably almost every other major international mfg. and mktg. company uses the exact same methodologies to minimize tax liabilities. The companies did not make up the tax laws! They just use them to their advantage.
    May 20 09:21 PM | 4 Likes Like |Link to Comment
  • Though its P/E is now well into the single digits after backing out cash, Apple (AAPL -1.3%) is having another tough day. Digitimes reported this morning Taiwanese supply chain sources expect Dec. quarter iPad Mini shipments to total just 8M due to continued touch panel shortages (previous); it sees shipments rising to 13M next quarter as panel yields improve. NPD recently reported Apple had raised its Mini display orders to 12M+. [View news story]
    I can only talk to what I see and I went to several parties in our area yesterday and guess what? Ipads, Ipad mini's and Iphones were the order of the day at every party.

    Now if I extrapolate that to the number of stocking stuffer itunes cards at the same parties and the app's purchased or to be purchased over the next week combined with the hardware... I think the so call analysts are sort of like the weathermen who are telling you it's going to be sunny when your looking at the storm clouds out of your window.. Something does not compute.
    Dec 26 02:43 PM | 2 Likes Like |Link to Comment
  • Apple: Time To Reduce Exposure And Take Profits [View article]
    Amazing, so many non investment "professionals". Apple is a value stock beyond anyone's wildest dreams. $20-$50-even $100 pullbacks are deals. P/E of 16 or so, not counting cash and forward P/E makes this stock safer than anything out there. Does anyone really think that iphone 5 or next ipad mini/full or maybe ITV will not be a hit? Supply is the only inhibitor and that is only a timing issue.
    Android is a joke, yes, they have tremendous share, however, completely disjointed, customized by every supplier..

    I'm betting on an easy run to $800 by Y/E. That is fairly conservative, OK, I'll settle for $750.
    Sep 27 10:02 PM | 1 Like Like |Link to Comment
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