andyzaky
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- andyzaky
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Digitimes always says that whatever Apple shipped is below its internal target. The dumbest fucking publication I've ever seen. They just make shit up. What kind of journalism standards do they have there?
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Quote: Originally Posted by AppleStud I wonder if the amazing Andy Zaky still stands by his statements from August 2010, when he said, "Research in motion (RIMM) is a fundamentally sound institution that is clearly undervalued ... That doesn't …
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Quote: Originally Posted by penchanted Well, you are finally getting some competition from the paid analysts who seem to be peeing themselves to set the highest estimates. The "they" refers to Apple. Analysts missed by $2 billion. They're no…
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Quote: Originally Posted by Serendip7 Nice job Andy... EPS: 6.29 (Andy) 6.43 (Actual) Revenue: 26325 (Andy) 26740 (Actual) Gross Margin: 38% (Andy) 38.5% (Actual) Why are you always underestimating Apple! I don't know. I keep tryin…
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Quote: Originally Posted by lolick Select: A) "Now while I don't doubt this report is likely to be well received by investors and Apple will probably pop on the report in after-hours despite Jobs' health related leave of absence,I think the st…
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Quote: Originally Posted by lolick Select: A) "Now while I don't doubt this report is likely to be well received by investors and Apple will probably pop on the report in after-hours despite Jobs' health related leave of absence,I think the st…
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"Doubtful. What everyone should know (and what Andy most certainly does know) is that the affiliated analysts are universally conservative, and not just on their coverage AAPL, but on every stock they cover. How often does any company fail to at lea…
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Quote: Originally Posted by Dr Millmoss . Sometimes the markets just ignore fundamentals entirely. Agreed. I think they ignore fundamentals more than the market pays much attention to them. Its those small windows when Apple reaches $270 a s…
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Quote: Originally Posted by Dr Millmoss To which I'd add, in the long term we'll all be dead. I'm not being flippant here. A great many long-term participants in the equity markets have seen close to zero or worse returns over a ten year period. …
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Quote: Originally Posted by Dr Millmoss Perhaps you could clarify your views of valuations. Perhaps I read it wrong, but it seemed that elsewhere you were endorsing the idea that AAPL is undervalued. It is. But only for the long term.
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Quote: Originally Posted by kaiser_soze I thought that this was an excellent article, and I am surprised at the number of people who, judging from their comments, seemed not to "get" it. I would not want to try and reduce something expressed t…
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Quote: Originally Posted by tundraboy Simple logic tells you that an accurate stock analyst cannot exist. If they're good at predicting stock prices, they won't be sharing their knowledge. They'd instead be making a killing in the stock marke…
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Quote: Originally Posted by Robin Huber All this credential chest thumping reflects badly on both of you. Andy, you have no reason to be defensive. Cameron, your whole line of attack just seems gratuitous. You are both bright guys and should be a…
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Quote: Originally Posted by cameronj Feel free. There are 1000+ unedited posts by me here. None of them are written at a 9th grade level like your writing. Some were written at a second grade level but that's a whole other question. But you…
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Quote: Originally Posted by cameronj Zaky does fine (great) with the financials. He just shouldn't be writing prose. It's crap. As an educated person it was painful to read. Lets see your writing shall we? As an educated person you obvio…
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Quote: Originally Posted by shawnb Correct. You wrote a seemingly in-depth article about revenue (specifically AAPL vs MSFT), in which you admit that revenue isolated is an irrelevant stat. So wouldn't that make this article, in all it's fluffy…
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Quote: Originally Posted by shawnb Comparing gross revenues of AAPL and MSFT is irrelevant. No two companies are exactly alike, and yes there are ways to compare two dissimilar companies. While it is not "inappropriate" to compare a predomina…
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Quote: Originally Posted by cameronj What a terribly written article! Could he repeat himself more? And does he think that hyperbole makes his points stronger? "Such arguments not only reek of the highest level of financial irrationality, bu…
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Quote: Originally Posted by elb This is generally a good (if slightly over enthusiastic) article, but I must take issue with some terminology. Apple passed Microsoft in Apple's 3rd fiscal quarter which was LAST quarter, not THIS quarter (THIS qu…
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Quote: Originally Posted by melgross You're going to have to stop this. Argue on the points. What you said here is trash. Don't keep going down this road. lol. I can tell I like you already melgross.