delreyjones
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mcarling said: I expect Apple to exceed analysts expectations for Q3 (April to June) due to the iPhone SE, which all the analysts seem to be underestimating. Are you saying that on 4/25 we should see a surprisingly high forecast from Apple?
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anantksundaram said: I agree that software companies (Google, Facebook) generally get a higher PE than hardware companies (Dell, HP). Yet, Nadella's taken Microsoft towards hardware and the company's PE has risen (35x current, 17x …
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williamh said: You sure do go hyperbolic. Obviously Google doesn't want Apple to stop using their services, otherwise they would not pay Apple to keep using them. It's also obvious that Google has a business of its own quite separa…
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ericthehalfbee said: Funny to see people complaining (various forums) about this (the Oracle lawyer publicly speaking details that were supposed to be confidential). Yet when Samsung lawyers did the same with Apple (making a statement to the …
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adrayven said: OK.. lets be clear. The search contract was a multi-year deal that started in 2007, was re-upped every few years; which Apple didn't renew BECAUSE of their privacy stance. Sure, they got paid in 2014 for being default …
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thompr said: (2) According to Apple, first weekend sales of iPhone 6S outperformed its predecessor by 30%. * Note that one can't extrapolate from first weekend sales Excellent scenario you’ve described. How confident are you t…
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jonl said: Apple has not really been in the business of over-ordering and having to cut back, so there's that. How do you know this? Has Apple actually made a statement about this one way or the other? If so, can you share your sou…
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jonl said: Again, I've not been talking about "chatter", i.e. rumors from "supply chain sources". I've been talking about quarterly reports and guidance along with warnings from the actual suppliers, multiple suppliers in this case. Do y…
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jonl said: delreyjones said: You haven't convinced me that things are any different this year. One thing that's definitely the same amongst you Supply Chain Tea Leaf Analysts is your level of confidence. You sounded 100% confident …
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jonl said: Like I said, my "very different" was due to ... You haven't convinced me that things are any different this year. One thing that's definitely the same amongst you Supply Chain Tea Leaf Analysts is your level of confiden…
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I like this article because it helps illustrate how myopic Wall Street with respect to Apple and its competitors. It’s like the market gets tricked by a bunch of high-tech fantasies and it can’t see the big picture clearly. Google has only enjoye…
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Prof_Peabody These long, poorly written articles full of bitterness, that praise Apple to the heavens, while jousting against imaginary critics are tiresome, unfair, and uninteresting once you realize how biased they are. Please stop. Someone …
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jonl said: Many of these aren't "channel checks" but companies that have warned or recently posted disappointing quarters and guidance. Today, it was Cirrus Logic and Qorvo that warned. Cirrus is the sole source for iPhone and iPad (Mac a…
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johnjohnstone said: delreyjones said: "Every single Apple supplier"? Seriously? How many suppliers are there? Can you tell us how many there are and how many you follow closely? Skyworks Avago Qorvo Cirrus Logic Invensense Foxc…
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johnjohnstone said: That pretty much nails it. We see $80 very soon. Every single Apple supplier is reporting weak Dec and March results. "Every single Apple supplier"? Seriously? How many suppliers are there? Can you tell us how ma…
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asdasd said: Those of you convinced this is manipulation are in a good position to make money from buying options. Is anyone here convinced it's manipulation? I'm not. To buy options I'd have to be convinced, AND I'd have to be a specul…
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tmay said: delreyjones said: Is it OK with you if I wait for the quarterly report before I admit to the end of iPhone growth? Analysts read these tea leaves every year, and yeah, like a broken clock they'll no doubt be accurate some…
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johnjohnstone said: Slowing 6s sales won't show up till March and June quarter. Dec quarter iPhone 6s sales should match or beat 6 sales. All the supply chain reports are for phones sold in 2016. I think its time for people just to admit tha…
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johnjohnstone said: I am indeed predicting a YoY decline in revenue for the March quarter and maybe even the June quarter. That would be enough for the market to give Apple a PE of 9. With small declines in revenue I could see profit…
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johnjohnstone said: I am indeed predicting a YoY decline in revenue for the March quarter and maybe even the June quarter. That would be enough for the market to give Apple a PE of 9. With small declines in revenue I could see profit…