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Posts by plovell

I wonder how the trolls will spin this ??
For the same reason that I hire a plumber when that work needs doing. Difference is that plumbers generally know what they're doing and sometimes "analysts" do not. For people who are not familiar with investments, hiring a professional is a good move, but he/she needs to be good.
Yeah but ... baseball is not a binary system. Analysts can get the direction right 50% of the time just by chance. An analyst who is getting 70-80% right will be a star, not at 50%. The fundamental problem is that the way Apple works is not the same way that other tech companies work. And that the analysts keep basing their analysis on the general behavior rather than the Apple-specific one they have observed.  When the starting premises are flawed, it is any wonder that...
As they say, "it depends". Seriously though, it depends upon the contract. In some cases, payment is due when the product is shipped, in others it's when it leaves the distributor for the front-end shop. And there are other variations. Apple's statistics report actual sales numbers when they have them, such as sales at Apple Stores or through the on-line store. I have heard (don't know for sure) that product held by distributors (e.g. Ingram) isn't counted until it ships...
"... tell investigators that users will be notified of the request prior to disclosure. Law enforcement agencies say the practice gives time for criminals to delete incriminating records, thus hindering an investigation."   The law-enforcement complaints are without much merit. If they have probable cause then they can get a warrant and that might contain a gag order. And Apple will comply with that.   But mostly they do not have probable cause and are getting data...
 Fair comment. But Amazon makes no profit (essentially zero - the P/E is 514). And, for some inexplicable reason, the stock fell 10% just today. Apple has been making money like it's going out of style - for several years now - and Wall Street thinks it's little more than trash. After a long time, the stock is up about 9%. And P/E is 14. You're right - just because Apple makes money doesn't mean that its stock will go up, or that it will reflect its value. I certainly...
This is a tough issue and many people with differing opinions are "right". I won't preach but will muse upon a few scenarios ... One is that people with an iPhone or iPad and no PC-type device at all - are uncommon. Most folks with iPhone/iPad have a PC or Mac, or some access to one. So Apple has retained the "bigger hammer" solution of the full download-and-install using the PC/Mac as the intermediary (with iTunes). The full install is rather big and lots of folks don't...
Yep. From Reutershttp://www.reuters.com/article/2013/11/27/us-samsung-marketing-idUSBRE9AQ18720131127 "Samsung Electronics Co is expected to spend around $14 billion - more than Iceland's GDP - on advertising and marketing this year..." Now, this isn't all on smartphones, but that does make up a large part of it.  And it may also be a factor in the fawning press coverage Samsung receives in some publications. 
That could be so for Ireland. But that reporting of "sales" would from the manufacturing company to the sales company which, in Ireland, is separate. But I will admit to not knowing the answer in the case of Apple International. I know it's not the same as for the U.S. but I am not sure how different.
Obviously not ALL PCs. I think what he meant here is that a lot of PCs due for replacement are being replaced with iPads, and some with new PCs. The decline in the PC market bears this out.
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