Seeking Alpha

Lisa » Comments » AAPL

  • Steve Jobs: Not Dead Yet [View article]
    One other point: what's so amazing about the AAPL cheerleaders is they didn't even read this article carefully enough to understand that Kedrosky was criticising Bloomberg, not only for publication of the obit (that led the stock to fall without cause) but for the ethics of the journalism.
    Aug 28 19:13 pm |Rating: 0 0 |Link to Comment
  • Steve Jobs: Not Dead Yet [View article]
    An earlier commenter wrote: "At what point does a "lapse" like this constitute something akin to a business version of shouting "fire" in a crowded theatre?"

    Rumors about banks going under are crying "fire" in a crowded theater, because they cause a run on the bank which puts the bank out of business. Rumors (which this article wasn't in any case) about a company like Apple aren't, because the rumor doesn't damage its business.

    If all the AAPL cheerleaders love the company and the stock (they often can't distinguish the two) as a long term investment, what do they care if it falls due to a false rumor? Surely it's a buying opportunity?

    There seem to be a lot of nerves from these bulls...
    Aug 28 19:11 pm |Rating: 0 0 |Link to Comment
  • 5 Key Quotes from Netflix on the Movie Distribution Business [View article]
    "Hudson News VP of corporate communications Laura Samuels said the addition of Flexplay is part of the retailer's overall strategy to offer services that "fill the gap" in areas that airlines have cut back... "We've been kind of keeping pace in our stores with what airlines have been cutting back on," she said. ****** Samuels said they also liked that Flexplay discs can be recycled and said customers will be encouraged to do so.******


    On Jul 28 06:52 PM Toni + wrote:

    > "Flexplay disposable DVDs"
    >
    > Nice, more shit to pollute the planet.
    >
    > Fucking idiots.
    Jul 29 02:19 am |Rating: 0 0 |Link to Comment
  • 5 Key Quotes from Netflix on the Movie Distribution Business [View article]
    Note that Flexplay disposable DVDs are now available in Staples stores and now airports too:

    www.videobusiness.com/...
    Jul 28 16:02 pm |Rating: 0 0 |Link to Comment
  • Five Key Quotes from Apple's Conference Call [View article]
    Just to finish that thought: that's why the Asus machines I linked to above are such a threat. You can buy an ultraportable for $300 that gets you on the Internet and doesn't even use Microsoft's bloated OS.
    Jul 23 01:48 am |Rating: 0 0 |Link to Comment
  • Five Key Quotes from Apple's Conference Call [View article]
    Win,
    I agree with your analysis -- Apple machines have historically been good value, particularly when you take the software into account, and that still holds true.

    But with the rise of online apps such as webmail and Google docs, the software becomes less important. People want low price, portability and Internet access = netbook at low margin. See the comments and predictions from Intel about netbooks here:
    seekingalpha.com/artic...
    Jul 23 01:47 am |Rating: 0 0 |Link to Comment
  • Five Key Quotes from Apple's Conference Call [View article]
    I wonder how Apple can escape the downward price pressure from netbooks. Asus is now selling an ultra light on Amazon for $299:
    www.amazon.com/gp/redi...
    Jul 22 16:54 pm |Rating: 0 0 |Link to Comment
  • Five Key Quotes from Intel on the PC Industry [View article]
    Downward pressure on notebook prices isn't a surprise. If you look at the Asus notebooks on Amazon you'll see that you can get an ultra light for $299:

    www.amazon.com/gp/redi...
    Jul 22 16:52 pm |Rating: 0 0 |Link to Comment
  • Why I'm Shorting Apple Ahead of Earnings  [View article]
    It turns out the Apple bulls were wrong -- the stock is trading down after earnings. And one person in this comment thread was absolutely right:

    "I think AAPL is going to sell off due to guidance."

    This is the guy:
    seekingalpha.com/user/...
    Jul 22 03:09 am |Rating: 0 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Incredibly useful summary. Thank you.
    May 06 16:07 pm |Rating: 0 0 |Link to Comment
  • Sell These Three Stocks Before Everyone Else Does [View article]
    Alan, this was a phenomenally good call. You published this article just as AAPL was peaking at $200 per share; a couple of months later it was at $120.

    The Apple-faithful who left the knee-jerk-reaction comments need to ask themselves this question: Do you understand the difference between Apple the company and AAPL the stock? Do you understand that stocks price in future expectations?

    It's evident from the comments that they don't.

    You do. Congratulations.
    Apr 28 15:25 pm |Rating: 0 0 |Link to Comment
  • Buzz on the Second Coming of the iPhone [View article]
    "This stock got crushed in 2008 for no reason at all."

    This sort of statement makes me nervous - it sounds as though you're emotionally wedded to this stock, never a good position to be in as an investor.

    Stocks *never* get creamed for "no reason at all". If you don't know why it was crushed, it means you don't understand the stock and shouldn't be investing in it.
    Apr 03 10:55 am |Rating: 0 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Excellent summary. This is a must-read every morning. You do a great job -- thank you.
    Apr 03 09:07 am |Rating: 0 0 |Link to Comment
  • Under The Radar News - Friday [View article]
    Who would want to buy a Jaguar made in India???
    Mar 28 11:03 am |Rating: 0 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Excellent summary.
    Mar 12 17:03 pm |Rating: 0 0 |Link to Comment
More on AAPL by Lisa
Comments by Ticker
AAPL, AAUKY.PK, ABK, ABX, ACN, ACWI, ACWX, ADBE, ADBL, ADE, ADI, ADRD, ADRU, ADS, ADY, AGG, AGQ, AGU, AHR, AKAM, ALSK, ALU, AMD, AMR, AMTD, AMZN, APC, APOL, ARUN, ASIA, ATB, ATHN, ATW, AU, AUO, AUY, AVAV, AVP, AXL, AXP, AYR, BA, BAC, BBBB, BBI, BBND, BBY, BCS, BDC, BDK,
Lisa's
Comments Stats
293 comments
Rating: 6 (8 - 2 )