peter

Is Apple's iPhone Failing?

Paul, define for me your process of checks and how you correlate your analysis

CIBC: iPhone Demand Has Seen Significant Decline

Speculation not substantiation...key your eyes peeled

AT&T's iPhone Activation Delay Exclusions Shouldn't Impact Apple Significantly

Finally, some one who has the integrity to report a complete story. The fact is people, funds and other interest seek to manipulate the stock price and often many fall prey to these wide swings...but here is what I know. Wanting to remain credible I won't provide specific number but ranges...that said, between 165,000 to 215,000 were delayed due to porting issues from other networks, 55,000 to 70,000 activations were delayed due to AT&T issues and other 125,000 to 160,000 didn't seek activation at the time of purchase. Expect numbers to be in-line with the original estimates of the release weekend. Expect earnings to come in between 77 and 82 cents

CIBC: iPhone Demand Has Seen Significant Decline

Stability from fact...let's all remember AT & T stated that they had some issues relative to the flood of activations on the IPhone. Their current quarter only allowed for 30 hours of transactions. Likely the overwhelming activation issues curtailed the reporting numbers. Should I also remind you that ALL AT&T stores sold out of the IPhone within 4 days and 80% of ALL APPLE STORES SOLD OUT during the same period.

Remember what happened during December right before the Apple quarterly report...Some One and I won't mention names reported that Steve Jobs was NOT OUT OF THE WOODS on options back-dating...That dropped the stock price $12 in 3 days, allowing those that were late to the game to get in at $82.00 Well folks the same is true today.

I'll even stick my neck out and say that from June 29th till today, IPhone sale are in the neighborhood of 1.1 million, MAC CPU sales increased 6% and ITV remain at expectations while IPOD sales remain strong. And while Estimates range from $0.64 from AAPLE to $0.72 Wall Street, I'll bet the numbers are closer to $0.82.

Apple: Sell the News, For Now - Barron's

Choops - They claim GOOG is cheap at $520 trading at a 46 P/E because it grows at a 20 to 30% rate...I agree...so I wonder what that would mean for a company trading at a forward 2008, P/E of 29??? Between products, earnings and MULTIPLE Expansion the price neighborhood commands a range of 165 to 180 just performing to the middle of earnings expectations...THAT SOUNDS LIKE A NICE NEIGHBORHOOD!!! To John: I've been a part of the apple culture since 82'...seen some good times and some bad times...but these times are unprecedented...apple, the people who build, engineer and contribute their intelligence are to be applauded for all they've done and will do. in the future..CONGRATULATION...

Apple: Sell the News, For Now - Barron's

Be warying of anyone telling you to sell the news...they're looking to buy the dip since they are late to the game

Apple: Sell the News, For Now - Barron's

Ed,

Your Math is WAY off when you wrote "Even at CEO Steve Jobs' stated goal of 10 million units, revenue of $500-600 million would only add about 2% to Apple's forecasted $21.6 billion.* That math would mean $5 to $6 Billion in revenue which is 25 to 30% of their $21.6 Billion in annual revenue. Not including any P/E multiples that would bring forward stock price to somewhere in the neighborhood of $165.00 a share