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To: almaxel who wrote (129494)3/29/2012 12:35:55 PM
From: Moonray
   of 201632
Who are these clowns?

Fools Rush In: Savitz, Wedge Partners Analyst Are Idiots

The youthful numbskull is Brian Blair, principal and equity analyst at Wedge Partners Corporation.
If these guys offer you any financial advice, avoid it and run like the wind.

o~~~ O

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From: Moonray3/29/2012 12:48:13 PM
   of 201632
RIM attacks Apple's nano-SIM tactics

March 29, 2012, 12:21 PM — Research In Motion has sent a letter to a standards group complaining about Apple's tactics in the battle over the upcoming nano-SIM standard, joining Nokia in trying to shed doubt over Apple's efforts.

RIM, Nokia and Motorola Mobility are involved in an increasingly ugly battle with Apple over whose proposal will be used as the basis for a new, smaller SIM card, dubbed nano-SIM (or 4FF for the fourth form factor, which is the official name).

More at:

o~~~ O

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From: Moonray3/29/2012 12:58:37 PM
   of 201632
Keys: Apple And JPMorgan Start To Break Down
Presented by Gareth Soloway March 29, 2012 10:40AM

The market has had one of its biggest non stop rallies in history. This quarter is the best first quarter of any year since 1998. The reasons for the markets success rely purely on the performance of two key stocks, Apple Inc. (NASDAQ:AAPL) and JPMorgan Chase & Co. (NYSE:JPM). Even yesterday, the markets trimmed their losses as both stocks turned early negatives into positive gains.

Today, both stocks are beginning to collapse. For the first time in months they are showing weakness together. While still early, these will be the key to any true sell in the markets. Take the seven day free trial to the Research Center and Intra Day Stock Chat. Join the elite pros as they analyze and swing trade the markets. Learn proprietary methods and profit on every move up or down in the market. Join now and become part of the 1%.

Gareth Soloway
Chief Market Strategist

o~~~ O

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To: XoFruitCake who wrote (129490)3/29/2012 12:59:44 PM
From: Sr K
   of 201632
"As an Apple stock holder, I'm obsessed with margin and profit."

Later you say you're not a stockholder; you own "July call now so I am not a long term stack holder.."

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To: Cogito who wrote (129481)3/29/2012 1:13:35 PM
From: jeftuxedo
   of 201632

<Well, not anyone who's currently present. ;-)>


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To: XoFruitCake who wrote (129493)3/29/2012 1:45:35 PM
From: Lahcim Leinad
   of 201632
Sorry, i meant pricing for Window 8 x86 based tablet....

It's vaporwave, thus far, so no idea what that dream may cost, if it ever comes true.

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To: XoFruitCake who wrote (129488)3/29/2012 2:10:22 PM
From: Road Walker
2 Recommendations   of 201632
Amazon won't make money on the tablet but it will squeeze everyone margin include Apple.

I can't remember Apple's margins ever being squeezed by competition. Maybe under Cook it will be different, but I doubt it.

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To: Road Walker who wrote (129502)3/29/2012 2:20:35 PM
From: OrionX
   of 201632
"I can't remember Apple's margins ever being squeezed by competition. Maybe under Cook it will be different, but I doubt it."

"squeezed" is not a quantitative verb.
Nevertheless, are you asserting that Apple margins will never go down?

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From: Bill Wolf3/29/2012 2:23:25 PM
   of 201632
Apple: Fretting Over iPad Demand, Analyst Advises Caution

In a rare cautious research note from the Street on Apple, Wedge Partners analyst Brian Blair this morning advised investors that it may be time to move to the sidelines with the stock getting close to $620 a share.

“We’re concerned iPad sales may not be as strong as expectations, and we believe March could disappoint ,” and that full year iPad expectations may be pulled down as a result.

“The opening weekend number of 3 million was significant, and of course spoke mostly to pre-orders and to strong weekend sales from Apple’s biggest fans, but in looking at the overall demand picture, there doesn’t appear to be as much of a frenzy as we expected over the new iPad,” he writes. “We can walk into any Apple store and get one today, easily, and that may be a problem, given rising expectations. If existing units in the channel take longer than expected to be digested by consumers, then manufacturing will be pulled back in the June quarter, and estimates for the full year will also be pulled down.”

Blair writes that he had expected the company to sell 9-10 million units in the March quarter, but that some estimates have run as high as 12-13 million units. He has been forecasting 56-60 million units for calendar 2012, and had thought that they could top 60 million units. But Blair says he now thinks the full year number could be at the bottom end of his forecast range, or maybe lower.

“In short, the new iPad is available and it shouldn’t be,” he writes. “We’ve seen occasional sellouts of a few models (the white AT&T 4G 32GB for example, hasn’t always been available), but for the most part since launch day, we’ve been able to walk into any Apple store and get one. We’ve also called a number of stores around the country and found easy availability. Online, the orders quickly shot to a 2 to 3-week shipping delay. They are now down to a 1- 2 week delay and our concern is demand may be waning somewhat after 2 weeks. Either way, there seems to be a disconnect between in-store and on-line availability of the new iPad.”

Blair notes that this is in contrast to the iPad 2, which was harder to get.

“Shortly after its launch, Apple was releasing a limited quantity of the iPad 2 at their stores each morning, to long lines of eager buyers, and whatever stock was on hand was selling out every single day for weeks,” he recalls. “There were even websites that popped up that told consumers what stores had them in stock last year. This isn’t the case this time around.”

So what’s the problem?

“It could be because the form factor of the new iPad is the same as the iPad 2, so Apple has been able to manufacture large quantities of the new iPad at an accelerated rate relative to last year’s launch, because key parts of the manufacturing process are unchanged (think 3G to 3GS and 4 to 4S),” he writes. “It could also be because consumers are largely placing orders online, and thus in-store availability is better simply because people aren’t buying it in-store. Another idea is that much of the world isn’t on 4G/LTE yet so the 3G iPad 2 is sufficient. Some reviews suggest the new iPad is ‘not different’ enough. We think the screen is a huge technology leap, but what matters is end demand.”

Blair concludes that with the stock up 63% year to date through Wednesday, “it’s prudent to take the sidelines at these levels until the company reports earnings.”

“We see a potential disconnect, between the rising price targets/unit expectations and the broad availability of the new iPad, and pieces of evidence that suggest a potential for waning demand in the U.S. The stock may be priced for perfection at current levels, but we feel we are seeing signs of some scratches on the glass, which is reason enough to step aside for now.”

AAPL is down $6.90, or 1.1%, to $610.72.

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To: Lahcim Leinad who wrote (129456)3/29/2012 2:24:32 PM
From: pyslent
   of 201632
" And as Road Walker pointed out, Android has the most to lose, in the small tablet room, whose air is rapidly getting sucked out."

Android doesn't have anything to lose-- their tablet footprint is tiny.

"I still don't like the Metro color scheme, and the whole design "feel" of it goes against my grain."

I guess I'm an example of where Microsoft's strategy of familiarity is paying off. I have Metro now on my XBox and my phone, in addition to my laptop (experimentally), and I happen to think that Metro is gorgeous. On a laptop, it doesn't do much right now that's better than the traditional desktop or Start Menu, but I just want to like because it looks so damn good.

When the iPhone first came out, I observed that it didn't do much more in terms of functionality and ease of use compared to my Palm OS Treo, but it certainly raised the bar on "fun to use." This is where Android absolutely misses the boat, IMO. I think Windows 8 Metro has the potential to do that for desktop computing.

When was the last time you thought of your PC (or Mac) as fun and playful?

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