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Posts by herbapou

    For the markets, its all about EPS.  And despite higher sell numbers, EPS did stalled.  So growth went to an halt and when that happens any stock will fall like a rock, especially after a parabolic move.   That being said, we are sitting at 10 P/E on a 3% yield on top of another 3% in buybacks.  We went from overvalue with too much optimist to undervalue and pessimistic.  If Apple announced something that has even a remote chance of increasing EPS, we will get a...
  Product cycles are about to begin, lets give Apple a chance to fire its guns.   With market sentiment regarding Apple, I dont think we will see the old pattern of buy the rumor and sell the news.  My bets are on the exact opposite. I am expecting a sell the rumors and buy the news. (that is if it is good news). I covered my shorts this morning and went long at multiple expiration and strikes (options).  I also suggest to go light before earnings, because they will...
  Regarding the current Android large screen phones, they all use OLED or amoled  indeed.  The tradeoff are easy to spot if you put an iphone 5 or even an ipad mini side by side with those phones. On the Apple devices, the colors are much more accurate and vivid. That being said, I am not so sure the average consumers cares more about the colors then the screen size and resolution.   There is also a gap between Apple own devices, if I put the ipad mini side by side with...
  The article is about sale numbers at the CARRIERS, why would they count Apple store sales... They dont try to extrapolate market shares from those numbers, you can draw youre own conclusions.   Anyway its irrelevant here because all the sales numbers, market shares, or anecdotal evidences are always denied by the fanboys, regardless of the source.
  The only problem with jailbreaking is you cant service the device if its jailbreak. You need to put back the original solftware before. The problem is some users are unable to do it and they are left with a broken product.
  Or they could introduce an Apple TV app store instead of blocking it.
The answer I would like to know is WHO has to pay the essencial patents rights? Qualcomm or Apple? The need to clarify this.   and Obama specificly said the US would stop banning sales of products on essencial patents dispute. and then they do it anyway...
  This is what I think too, regardless of if that MFN clause is legal or not. The end result is this. If the MFN clause is legal than the law needs to be changed. What Apple is doing is trying to transfert its cut rate to the publisher. The Publisher are left with the hot patato of dealing with consumer pricing and resellers rates. To me its simple, if Apple takes a higher cut than Amazon, then why cant the price be higher in the ibookstore? Its Apple problem, not the...
Imo the problem is not the agency model, its the "books cant by cheaper elsewhere" rule made by Apple. The end results is the same prices everywhere. I am affraid Apple will lose this. It should be, you cant sell for a lower price BEFORE the reseller cut elsewhere. That would allow different priçes depending on the reseller cut percentage.
  I think the stock is in for rebound. Assuming they maintain EPS, it should be at $500.  On the fundamentals side, if Apple surprise or show sign of growth, its could rebound violently. Stock bottoms happens when everyone is giving up and when expectations are low. We are there.   Look at the following video: I am more on the Carter side that the fundamental guy, and I am fundamental investor. http://goo.gl/zt1s0   This is interesting : http://goo.gl/P9gpW   I think...
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