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  • Apple: Great Company with Lofty Valuation - Due for Pullback
    Anybody who opines as to AAPL's valuation, while ignoring both AAPL's cash holdings and the subscription accounting for the iPhone, is not to be taken seriously.
    Aug 18 10:38 am |Rating: 0 0 |Link to Comment |View article
  • Recession Isn't Here Until the Consumer Says So
    No, really, the consumer is dead. You just don't get it. How about if I type in ALL CAPS. THE CONSUMER IS DEAD! How do I know this? Every headline tells me so, just like all the ones telling me about this horrible recession we are in. What? GDP was +0.9% in Q1?

    Oh, never mind.
    Jun 02 18:30 pm |Rating: 0 0 |Link to Comment |View article
  • Apple's $199 iPhone Is a Game-Changer
    "According to reports....."

    No, actually, this rumor has a single source, and it's Scott Moritz. If you follow the people that follow Apple, you know that he has a terrible track record in the Apple prognostication category. He has little credibility. Actually, he's a fool.

    Don't put much faith in this.
    May 01 19:01 pm |Rating: 0 0 |Link to Comment |View article
  • Payrolls Drop - And You Ain't Seen Nothin' Yet
    "The March payrolls number does not include the latest jump in jobless claims, which have hit recessionary levels."

    Say what? Let's take a deep breath. IF jobless claims are sustained above 400K for a few months, then I would agree. A single month spiking to just over 400K is not 'recessionary levels'.
    Apr 04 20:49 pm |Rating: 0 0 |Link to Comment |View article
  • 4 Million iPhones - Not Good Enough
    Good grief, you'd think this had been discussed to death by now, but for those who need to have their hands held....go back and watch the 2007 Keynote. Steve clearly states that the goal is to sell 10M in 2008, '...our first full year of selling them.'

    Given that we are sure to see new models and new countries in 2008, and that we don't yet know how many have sold yet in 2008, it's a tad early to discount 10M, dontcha think?
    Jan 15 16:41 pm |Rating: 0 0 |Link to Comment |View article
  • Apple: Great - In the U.S.
    Uh, maybe not. Perhaps you should review the conference call:

    "Europe did have excellent growth. In fact, year over year, we were up 37% in revenue and 47% in units, as you combine the retail stores with the channel results.

    In terms of Mac units, this is over four times the IDC projected gain for Western Europe, and so we are thrilled with the result. Europe did not have the typical lull in August that we have seen. The iMac announcement and then followed by the iPod announcement early September was enough to overcompensate for that."

    "Andy, it’s fair to say that Japan continues to be our most challenging major market. It is the only market that we -- a major market that we’re not growing significantly in. However, for this past quarter, we were very encouraged with the Macintosh results. The iMac was very well-received and the overall Macintosh had its best year-over-year performance in Japan in seven quarters, with units up 14% year over year and that compared to an IDC estimate of the market in Japan contracting an additional 2%. So it’s a tough market."

    "You know, we’ll see. We’re just launching in Europe on November 9th and so we’ve got a lot to learn. However, I would point out that our European business in the Mac area grew 47% year over year and this is over four times IDC projection of growth for Western Europe, and so obviously there is substantial evidence to say that the iPod has really helped us in Europe as well."

    "Keith, the other segment for us in particular is Asia-Pacific. It did grow 52% year over year. It is our fastest growing region, and as I’ve mentioned earlier, we have added 2,000 store fronts to Mac distribution over the last year and we are continuing to asses quality partners and quality store fronts to continue increasing that."







    Oct 23 23:09 pm |Rating: 0 0 |Link to Comment |View article

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