Technology Stocks | Apple Tankwatch


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To: Road Walker who wrote (19216)4/24/2012 5:09:52 PM
From: zax   of 26081
 
X-D

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To: Road Walker who wrote (19216)4/24/2012 5:23:16 PM
From: i-node   of 26081
 
>> >Bummer. For you. All around.

The last several days have had me thinking, "Oh, man, this may be it." 'cause I know that day is going to come. I'm just glad it wasn't today.

I'm neck-deep in Jan 600 calls, so I'm breathing easier after the close.

I'm getting too old for this crap.

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To: iggyl who wrote (19217)4/24/2012 5:57:31 PM
From: sylvester80   of 26081
 
I bet you must have liked that 8.6mil inventory, eh?... keeps growing and growing and growing... Lucent comes to mind... LMFAO... too funny... all smoke and mirrors... no wonder the iSheep eat it up....

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To: sylvester80 who wrote (19220)4/24/2012 6:17:26 PM
From: pyslent2 Recommendations   of 26081
 
" all smoke and mirrors... no wonder the iSheep eat it up...."


You're right. Terrible miss by Apple this quarter. Samsung ran circles around Apple yet again.

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To: pyslent who wrote (19221)4/24/2012 6:24:42 PM
From: sylvester80   of 26081
 
Q3 guidance is well below estimates... but I'm sure you think inventory and Lucent accounting has nothing to do with it... LMFAO... too funny...

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To: i-node who wrote (19219)4/24/2012 7:15:54 PM
From: Road Walker   of 26081
 
I'm getting too old for this crap.


I think I beat you to that sentiment.....

Message 28103249

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To: Road Walker who wrote (19223)4/24/2012 7:37:17 PM
From: i-node   of 26081
 
LOL.

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To: sylvester80 who wrote (19222)4/24/2012 7:48:45 PM
From: pyslent2 Recommendations   of 26081
 
You had the same concerns about guidance last quarter. Haven't you learned already? Apple sandbags guidance. It's just a question about how much they will beat by.

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To: sylvester80 who wrote (19222)4/24/2012 8:30:21 PM
From: pyslent3 Recommendations   of 26081
 
Sly,

Should we be concerned about the $13 sequential drop in iPhone ASP (no at $646)? Is Apple facing pricing pressure from the phenomenal success of the Galaxy Nexus? As well as it's selling, just imagine if it were priced at $200 retail instead of $300!

Oh wait, you don't need to imagine anymore. Wonder why the price drop?
Verizon Drops Galaxy Nexus Price to $199

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To: zax who wrote (19187)4/24/2012 8:33:20 PM
From: Jeff Hayden1 Recommendation   of 26081
 
I know. I can't imagine what's wrong with Microsoft either.

I think they've gotten too old and management bound and can't think anymore.

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