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Posts by herbapou

    Indeed, negavite growth is not normal, it just plain sucks.  And the thing that really enrages me is TC didnt do a single thing for the stock on the call, with the pile cash they add they could have double the dividend to support investors.  With 4% yield, value and income funds would have jump in to counter the carnage of all the growth stocks dumping Apple like its the plege.   Those guys are sitting on billions and are giving themselves huge amount of cash in options.
  If Apple dont innovate they are  going to sell less, at lot less.   Margings are going to tank and EPS will keep dropping and the stock price along with it.    Apple is charging a premium and takes huge margins.  To justify this you absolutly must be cutting hedge. Quality and cutting edge is not optionnal, this is why they focus on very few products and try to come out with the best .   What Apple need the most right now is multiple iphone models do cover different...
Samesong
I was lucky enough to walk into the Apple store in december and get the 27" high end model.  Got a $2600 model with i7, fusion drive and the 680mx. They had just received them and the Apple employe told me they usually sell out within hours on the same day.   Its may not be retina but its still spectacular, especially in games.
This rumors is a good match with the halt of ipad 4 production at Sharp.  Apple needs a tech like IGZO to make bigger screen with high resolution while at the same time save battery life and have a thinner design.   Would be nice if Apple could secure all IGZO production, it would be a much better way to cut competition than doing it with lawsuit in court. OLED is nice but its not as efficient as IGZO. Apple would have an edge for maybe a year on the tech side. If...
I went several times during the holiday to the Apple store next door and I was able to make one of the guys talks about sales.  They never gave me precise numbers of course, but they did said the mini was outselling the regular ipad, with one giving a hint the ratio was about 2 ipad mini sold for 1 regular ipad.   That being said, because of the growth in that market I think Apple will be able to sell just a little less 9.7" ipads than last year. So they may have...
The thing that stinks from the supply so call "cuts" is they said they cut from 65 millions screens.   But 65 millions doesnt make any sense at all, they wont even sell that many in the holiday quarter, so ordering this amount in Q1 is pure BS. Even of you cut that in half its still a good number for Q1, especially with some China sales already done in Q4.     Update:   Here are last year numbers for calendar Q1 or fiscal Q2:       Its possible that Apple assumed they 5...
    With youre comment you lost the right to come up with estimates. I call youre 6 millions mac even more BS than Gartner and IDC...
    indeed.  I also think the mini is the best small tablet out there, but you do pay more for it.
    They are trying to get maximum F.U.D. for opex.    Now that being said, Apple is still decelerating pretty heavily.  The iphone 4 sold twice the number of phones as the 3gs, the iphone 4s sold twice the number of phones the 4, but the iphone 5 is expected to barely sell 20% more than the 4s. Thats one hell of a drop on "growth".   We will see the real number at earnings, but even if they beat 50 millions, keep in mind they launch in many more countries for the first...
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