Profile for XoFruitCake
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Date Joined Nov 9 1996 User Level
Posts 1384 Boards Moderated0
PeopleMarks 17 Bans Issued 0
Ignored By 11 Bans Received 0

Personal Information
Age: 52
Location: CA
College: University of Washington
Degree: MSEE, BSCS, BSEE
Favorite Stocks: Bearish in US economy in general. income ETF/Muni EFT with a dash of equity
Investment Style: Fundamental
Investment Experience: 19 years
Interests and Hobbies: chess, reading, travel
25 Most Recent SubjectsLast PostPosts
Apple, Inc. Unmoderated 04-26-13 11:19 PM 44
Apple Tankwatch 09-08-12 08:30 PM 47
ATPG Shareholders 09-03-12 10:39 PM 6
Apple Inc.07-24-12 10:59 PM 137
BAK - Investing 07-19-12 02:31 PM 224
Big Dog's Boom Boom Room02-21-09 11:11 PM 313
The Residential Real Estate Crash Index01-14-09 02:36 AM 552
Farming07-09-08 11:46 PM 7
The Epic American Credit and Bond Bubble Laboratory04-03-08 03:20 PM 11
Can you beat 50% per month?09-18-07 11:55 AM 2
Mish's Global Economic Trend Analysis08-06-06 12:15 PM 7
Philip Morris - A Stock For Wealth Or Poverty (MO)10-18-05 01:58 PM 1
Big Dog's Boom Boom Room (Moderated) 04-18-05 08:51 PM 2
IPPs and Merchant Energy Co.s07-14-03 10:13 PM 1
Strictly: Drilling and oil-field services10-22-99 02:42 AM 6
Ask Michael Burke10-07-98 03:16 AM 1
DELL03-21-98 07:31 PM 11
DELL Bear Thread03-15-98 03:48 PM 4
Compaq03-07-98 06:03 PM 1
Disk Drive Sector Discussion Forum10-31-97 02:28 AM 1
Applied Magnetics Corp09-22-97 11:26 PM 6
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Posts by XoFruitCake
MessageSubjectRecsDate/Time (ET)
[blockquote]The same will be true in China if/when Apple adds CM...and it will bApple, Inc. Unmoderated  04/26/2013 11:19:33 PM
[blockquote]Any iOS7 features that make iPhones more appealing will foster new dApple, Inc. Unmoderated  04/26/2013 07:02:26 PM
[blockquote]The data in the article is now old. I dont have an explanation, but Apple, Inc. Unmoderated  04/26/2013 06:50:32 PM
[blockquote]the best chance to reinvigorate sales growth seems to be iOS 7[/blocApple, Inc. Unmoderated 204/25/2013 04:03:10 AM
[blockquote]I think you are way underestimating customer loyalty to carriers, paApple, Inc. Unmoderated  04/25/2013 03:55:42 AM
[blockquote]I think the $300-$330 range looks most plausible for the cheaper iPhApple, Inc. Unmoderated  04/24/2013 12:49:11 PM
[blockquote]None of Cook's reasons on avoiding a larger screen iPhone makes any Apple, Inc. Unmoderated  04/24/2013 12:24:50 AM
[blockquote] I dont think a change to IGZO for the iPads is a slam dunk right noApple, Inc. Unmoderated  04/24/2013 12:17:35 AM
for what is worth... [url=http://investorvillage.com/mbthread.asp?mb=4143&tidApple, Inc. Unmoderated  04/23/2013 05:50:04 PM
[blockquote]f I see Apple announcing a cheapo phone and no big phone I probably Apple, Inc. Unmoderated  04/22/2013 11:55:26 AM
[blockquote]But I don't make up various scenarios based on crazy rumors and crazApple, Inc. Unmoderated  04/22/2013 11:51:05 AM
[blockquote]You're making too many assumptions, on pure product speculation, forApple, Inc. Unmoderated  04/18/2013 05:28:11 PM
[blockquote]We will definitely see cannibalization in developing countries. The Apple, Inc. Unmoderated  04/18/2013 11:20:24 AM
[blockquote]The mid-tier smartphone market is hundreds of millions of units. TheApple, Inc. Unmoderated  04/18/2013 10:59:16 AM
[blockquote]As always, I think you have to break it down by market. I think the Apple, Inc. Unmoderated  04/18/2013 10:52:50 AM
[blockquote]On cannibalization, it may be counter intuitive, but I think a cheapApple, Inc. Unmoderated  04/18/2013 10:45:02 AM
[blockquote]Should be an interesting earnings call... No "warning" and a big misApple, Inc. Unmoderated  04/17/2013 06:35:06 PM
[blockquote]A lot of conjecture in that projection. One twist you may have overlApple, Inc. Unmoderated  04/03/2013 04:02:48 PM
[blockquote]If the vendor is careful to design their products, offered at differApple, Inc. Unmoderated  04/02/2013 12:30:10 PM
[blockquote]I dont think anybody is expecting anything drastic on the hardware fApple, Inc. Unmoderated  04/02/2013 12:11:33 PM
This sort of analysis always bugs me. It has a certain validity, yet there is soApple, Inc. Unmoderated  04/01/2013 10:56:30 PM
One thing to keep in mind wrt margins is the decrease mostly is COGS up not loweApple, Inc. Unmoderated  04/01/2013 10:38:24 PM
the real bear case for Apple is the race between margin compression vs revenue gApple, Inc. Unmoderated  04/01/2013 02:48:23 PM
Amazon allow customer to pay $15 to remove special ads on Fire HD That is oApple, Inc. Unmoderated 109/10/2012 05:28:25 AM
Rumor on revised Ipad 3 lighter, thinner, lower cost to produce. What's not Apple, Inc. Unmoderated  09/10/2012 04:55:10 AM
:re ATT offer early upgrade for Iphone 5 the regular termination fee for ATApple, Inc. Unmoderated  09/09/2012 10:35:21 PM
[blockquote]and maybe you forgot Allen started this thread.[/blockquote] [blockApple, Inc. Unmoderated 109/09/2012 08:25:04 PM
[blockquote]My tea leaves tell me that Apple is pretty much right on top of thinApple, Inc. Unmoderated  09/08/2012 08:35:40 PM
[blockquote]How on earth does one type with so strong a pronounced accent?[/blocApple Tankwatch 309/08/2012 08:30:26 PM
[blockquote]The Kindle is an Android device. It may be closed but it benefits frApple Tankwatch  09/08/2012 02:20:47 AM
[blockquote]I think that if you're going to talk about growth rates, you need toApple, Inc. Unmoderated  09/07/2012 10:09:24 PM
[blockquote]Yes people will buy other tablets, but iPad will win out in marketshApple, Inc. Unmoderated  09/07/2012 08:02:38 PM
[blockquote]The Kindle is an Android device. It may be closed but it benefits frApple Tankwatch  09/07/2012 01:11:56 PM
[blockquote]Kindle Fire demand. Interestingly, we believe the tablet market coulApple, Inc. Unmoderated 109/07/2012 11:59:37 AM
[blockquote]You should learn a little patience. Nokia is in this to [u]win[/u]. Apple Tankwatch  09/06/2012 01:41:35 PM
[blockquote]This is what you call a [i]real[/i] ecosystem, and Apple's fundamentApple Tankwatch  09/05/2012 01:17:57 PM
[blockquote]Nokia Lumia 920 Captures Best Pictures and Video Ever Seen on a SmarApple Tankwatch  09/05/2012 12:11:01 PM
[blockquote]Yes. Funny, when Tim Cook said Apple would double down on secrecy[/bApple, Inc. Unmoderated  09/04/2012 05:11:15 PM
[blockquote]leading many to question whether Apple will be able to secure componApple, Inc. Unmoderated  09/04/2012 12:53:38 PM
[blockquote]is there a secret handshake that only SI afficionados (sp?) know aboATPG Shareholders  09/03/2012 10:39:10 PM
[blockquote]and good luck with your calls[/blockquote] Thanks.. next year I willApple Tankwatch  09/03/2012 10:19:39 PM
[blockquote]Now you are agreeing that the carriers are reevaluating the subsidieApple Tankwatch  09/03/2012 07:06:43 PM
[blockquote]iPhone users want to upgrade every time a new iPhone comes out, it dApple Tankwatch  09/03/2012 02:10:29 PM
[blockquote] I suspect that the vast majority of that (>90%??) would be in less Apple Tankwatch  09/03/2012 03:18:21 AM
[blockquote]They noted that profits were up partly due to handset upgrades beingApple Tankwatch 109/03/2012 03:09:05 AM
[blockquote][color=rgb(0, 0, 0)] low lifes who wouldn't buy an iPhone at $600, bApple Tankwatch  09/02/2012 10:21:18 PM
[blockquote]and thus allowed the carriers to exit contracts with Apple. It migApple Tankwatch  09/02/2012 10:11:11 PM
[blockquote]A very significant fraction of Apple's profits are in fact sucked ouApple Tankwatch  09/02/2012 05:32:42 PM
[blockquote] why are the iPad scenes ALL further out, and the Tegra scenes all mApple Tankwatch  09/02/2012 05:12:22 PM
:re Speaking of lower Iphone price to fight for market share... that is one iApple, Inc. Unmoderated  09/02/2012 12:19:41 AM

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