larry livingston

FBR Says Apple Cutting Q1 Production of iPod, iPhone

Apple on Tuesday introduced new versions of both the iPod touch and the iPhone, offering double the storage of the previous high-end models for a $100 premium. It's unclear whether any said production cutbacks may have been a precursor to these new models. Similarly, it's unclear whether reductions in MacBook build orders will be offset by demand for company's new MacBook Air.

Don't Get Caught With Your Crocs Down

I am surprised more people are not concerned about the 40.8 million shares of short interest versus about 60 million shares in the float. If this stock jumps on earnings based on some of the projections i have seen, it could be the biggest short squeeze ever. I have seen indications that this will be a blow out quarter (especially since managment has always made very conservative estimates which are easy to beat). Guidance could be another issue.