peter02l

Total Rating:
+2 / 0

124 Comments

    • Thu Nov 13th 09:44 AM | Rating: +1 0
      Commented on:
      Risks Remain, But iPhone's Fundamentals Should Help Apple Surpass Expectations - RBC Analyst
      @top_tier,

      True. If you subtract the cash the forward PE drops under 10. If you use non-GAAP, it will go even lower (around 6).
      View article »
    • Thu Nov 13th 09:30 AM | Rating: +1 0
      Commented on:
      Risks Remain, But iPhone's Fundamentals Should Help Apple Surpass Expectations - RBC Analyst
      He is way off on Apple's forward PE. It's about 13.5 not 19.

      What kind of math is he using here? "Mr. Abramsky expects Apple to sell 27.8 million units in fiscal 2010, down from 31.8 million, while yielding $46-billion (prior $46.6-billion)."

      So a drop of 4 million units corresponds to a drop of only $600 million? So the last 4 million will be offered at $150 to AT&T? He doesn't mention a price per unit decline.
      View article »
    • Thu Nov 6th 15:36 PM | Rating: 0 0
      Commented on:
      Another Report That Apple is Cutting iPhone Production
      "UBS analyst Maynard Um reports that his checks find 'iPhone production and the associated supply chain may be experiencing some incremental weakness due to concerns about end demand.'”

      Three $5,000 checks!
      View article »
    • Fri Oct 31st 10:18 AM | Rating: 0 0
      Commented on:
      Who Will Win the Home Entertainment Battle?
      You forgot to tell us how your mom likes her XBoxes.
      View article »
    • Mon Oct 20th 12:38 PM | Rating: 0 0
      Commented on:
      Apple-Microsoft Ad Wars Heat Up Again
      To illustrate the effectiveness of Apple's advertising, consider that Apple's ads are generally serve to differentiate it from other PC manufacturers. So you should really compare against ad budgets of Dell, hp, Toshiba, Sony, Lenovo, Acer, etc. in addition to Microsoft's. In that light, Apple advertising is tremendously successful.
      View article »
    • Mon Oct 20th 12:33 PM | Rating: 0 0
      Commented on:
      Apple-Microsoft Ad Wars Heat Up Again
      Still, Microsoft's SG&A is 5 over times Apple's. So Apple is spending less than 20% of MS but with much better effect. I don't know how much goes toward ads but 10% does seem unreasonable. Microsoft's $350 million budget for their new round of ads represents about 2%. I seriously doubt Apple is spending $350 million (10% of their SG&A) on advertising. Since 2% represents an increase in Microsoft's new ad push, my guess is Apple spends about $50 million which is still a lot of money.
      View article »
    • Mon Oct 20th 10:32 AM | Rating: 0 0
      Commented on:
      Apple: Perplexed by Ports
      "Serves me right from trying to make sense of what was going on from news reports, rather than going to look at the products myself. It also says something about the need for boots on the street, rather than merely bloggers surfing the web."

      You do know the information is available on Apple's web site.
      View article »
    • Thu Oct 16th 11:47 AM | Rating: 0 0
      Commented on:
      How Low Will Apple Go?
      Then let's hope it will never go below $90.
      View article »
    • Wed Oct 15th 09:20 AM | Rating: 0 0
      Commented on:
      Apple Fails to Deliver, and the Rally Fizzles
      I happen to agree with JackSparrow on this one except that the part about doing research came out a bit harsh.

      Mr. Bass should take up the issue of the $800 notebook that neither he nor anyone I know will buy with whoever promised him that notebook.

      And although it is true that many long time mac owners (such as myself) consider themselves experts on Apple, I am sure there are plenty of people - whose job it is to or run the company, design, engineer, and write software for those products that we love - with more experience than you or me with Apple and Macintosh. But if I were to name one, I would say any of those fellows who showed up on stage yesterday for the event.
      View article »
    • Sun Sep 28th 03:23 AM | Rating: 0 0
      Commented on:
      Apple Reduces iPhone Planned Builds, Suppliers Could Suffer
      You can't expect a move to more memory (16 and 32 GB) models and expect at the same time a hit on memory manufacturers. I would imagine more memory will mean more revenue.
      View article »
    • Tue Sep 23rd 15:54 PM | Rating: 0 0
      Commented on:
      Worst Analyst on Apple Lowers Price Target
      She is a maverick.
      View article »
    • Sun Sep 21st 21:20 PM | Rating: 0 0
      Commented on:
      Another Salvo in the Apple vs. Microsoft Ad War
      You won't find a mac user claiming he is a mac, apart from the actor playing the part.
      View article »
    • Sun Sep 21st 21:14 PM | Rating: 0 0
      Commented on:
      Another Salvo in the Apple vs. Microsoft Ad War
      If you are a PC, you are not a human being, or wear headbands, or wear glasses. PCs don't study the law nor do they challenge the law.
      View article »
    • Sun Sep 14th 22:33 PM | Rating: 0 0
      Commented on:
      Consortium To Standardize Digital Rights Management, Take On Apple
      DRM is one thing, the digital format is another, but more important issue. As long as movies are available in a non-propriety good quality format, Apple will be happy to use their standard. That is, as long as microsoft can't embrace and extend it.
      View article »
    • Sat Sep 6th 11:47 AM | Rating: 0 0
      Commented on:
      Apple: Steve and I Have Been Wrong
      @sgmsg,

      It was actually between 99 and 101 according to the author. He has no way to cool his house down, but he "guesses" it was 90° inside his house. It could just as well have been 100. That would be a better guess.
      View article »
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