• 1

    Richard 10:08 pm on April 29, 2016 - 17 hours ago

    My son is beating on me to sell my AAPL. I did sell my accumulated dividends, at 132.00, but I still have all my original shares (plus subsequent dividends).

    • JPWatkins

      JPWatkins 4:10 am on April 30, 2016 11 hours ago

      I know I whined about not having sold my Apple yet, but I do plan to keep a portion of it, and I’m not selling what I want to sell now. I’m annoyed with Apple, but it’s still a solid stock (I even still think it’s well undervalued) but I admit, the really good times are gone. I’m not advising you, of course, I don’t even know your situation or time horizon. What you do is up to you, and more power to you.

      Things I’m thinking:
      • Icahn’s logic is faulty (although influential in the short run.) Apple’s play in China is hardware, not services. And services are really the only thing at risk. So negligible risk. China and Apple’s Chinese customers aren’t going to disappear. (But Apple may be suffering from the strong dollar.)
      • Icahn’s ego compels him to poison the well on his way out of town so he looks smart for having left.
      • I think the Indian market (although much smaller than China) will do well.
      • This was an unusual cycle wherein the decline was structural and therefore inevitable. iP6 sales raised irrational expectations for the just passed cycle. But hey, all those iP6 people will be wanting to upgrade their phones soon!
      • The next cycle will be more normal and Apple will continue to sell lot’s of iPhones (beating their own inevitably lowball guidance.) As a result, people will bitch less (because they always bitch about Apple) and the stock will have to recover.
      • Apple has always been a cyclical stock and the PE is currently at a ridiculously low 10! Seems to me Apple’s growth slowdown was already priced in.

      To me this seems like the wrong time to sell—while, or immediately after, everyone is trashing Apple (you should have sold before! ;-) Looking ay the headlines it’s like the good old days (Apple is DOOMED!!)

      Seems to me
      In the short run, it’s got to return to 100 anyway.
      Longer term,12 months, with good sales (which I see as inevitable) and a current PE of 10, the stock has to go up.

      Much longer term, 24+ months, things are less clear. Jony Ive must be reined in before irrecoverable damage is done. Get him off the interface. Repair UI/UX problems with, and get underlying bugs out of, iOS and OS X. The state of the OS and future innovation are the real and existential risks for Apple. Not China. Not a structural growth blip. Not the whining FBI, Icahn, or financial analysts.

      [I could be totally wrong, feel free to say so.]

  • 10

    conshmillo 9:54 pm on April 26, 2016 - 4 days ago

    Now, when will Apple finally realize they have put a wrong guy in the charge. He fucked it up and he keeps fucking it up. And biggest fuck up, the Apple car is coming. There is only one problem Apple has today. The name of the problem is Jony Ive.


    • conshmillo

      conshmillo 9:55 pm on April 26, 2016 4 days ago

      Saturated market my ass. Ive turned unique Apple into me too Apple!

    • piero

      piero 11:41 pm on April 26, 2016 4 days ago

      Nothing last forever…
      Especially when you put some Wall Street friendly guy to manage Apple as CEO and that CFO… it’s nidicolous that they are completely addict with buybacks and dividends!

      Steve never stood those white collar criminals and rightly has kept away Apple from them! Until then Apple has been the healthiest (financially) company ever! Now it’s just the bigger cow to milk!

      Ive is part of the story? Don’t think so, it’s just the one that Steve chose to make the jump years ago. Now he has no counterpart as passionate as rational as Steve was.

      Wall Street will destroy anyone and anybody on its path, including the world as I’ve known for decades.

      Only ex hippies can stand them, but there are no one at Apple anymore! And very few out there…

      • conshmillo

        conshmillo 2:24 am on April 27, 2016 4 days ago

        Ive fucked up perfectly good thing with his flat Windows (or worse) interface design.

        • piero

          piero 11:38 am on April 27, 2016 3 days ago

          On that I agree completely! After he has done great things, he just keep watching himself in the mirror!

      • conshmillo

        conshmillo 2:26 am on April 27, 2016 4 days ago

        Also sick and tired listening about big bad Wall Street. I hear it every day from Sanders campaign. Obviously when Apple was announcing bigger and bigger earnings nobody was bothered by Wall Street.

        • piero

          piero 11:36 am on April 27, 2016 3 days ago

          Come on, be real!
          Don’t talk about politics here…!! ;-)

          You missed another nice article yesterday night about Aapl! It was the story of a very good Ceo of a successful startup, but when a Wall Street criminal set down in the board, he resigned after few weeks in December 2015…
          You know who was that bloody man, right?
          Carl Icahn.

        • piero

          piero 11:37 am on April 27, 2016 3 days ago

          One more thing…. Somebody like milk very much… even if it’s not healthy in adult age!!

    • piero

      piero 11:53 pm on April 26, 2016 4 days ago

      Just one more thing…

      Yesterday I red a title that says everything about it:
      “This quarter’s earnings season trend? layoffs…”

      What this incapable and fake managers, real criminals, would do to please those fucking bloody Street guys…

    • JPWatkins

      JPWatkins 11:36 pm on April 27, 2016 3 days ago

      Don’t I feel silly for not having sold all of my Apple 6 months ago (or 4 years ago.)
      The result would have been about the same.
      Apple’s value seems to have lagged behind reality, but maybe reality is beginning to settle down to Wallstreet’s generally low expectations for Apple.

  • 1

    Richard 9:25 am on April 25, 2016 - 5 days ago

    I doubt that they would be doing this at all, unless they felt that they could leapfrog Tesla. I’m hoping that Apple is the new Apple!

    • conshmillo

      conshmillo 8:32 am on April 26, 2016 4 days ago

      I guarantee you it is going to be a disaster. Jobs is gone. That means checks and balances are gone. Jony Ive is clueless and Cook only knows how to run operations. He has no vision.

  • henrystar

    Richard 2:42 pm on April 17, 2016 - 13 days ago

    Glance at these speculations:

    As in my previous posting, stimulated by the April Fool Apple Car, I really think this is a chance for Apple to totally revolutionize all land transportation, especially personal transportation. This will be a totally new category and AAPL will go off the charts on its introduction. When? Sooner than you think (I think).

  • 1

    conshmillo 2:16 am on April 17, 2016 - 14 days ago

    It’s yellow. Fucking idiot.


    • JPWatkins

      JPWatkins 11:24 pm on April 27, 2016 3 days ago

      That’s kind of his thing—slap a color on it (prominent and rejected by Apple and auction it off to generous, (but pretentious,) rich people for charity. Seems to have nothing to do with us, our opinions, (or good taste.)

  • 5

    conshmillo 5:39 am on April 2, 2016 - 28 days ago

    OK, here we go. Here is the idiot car idea from Jony. It looks just like I expected.

    “Apple is taking an enormous bite out of the driverless car market with a brand new electric vehicle that doubles as a tiny house. The company announced the iHouse will come with a staggering 350-mile range and new patented technology that turns the car into a mobile home complete with a bed, bathroom, kitchen and even a pizza oven using a simple voice command.”


    • conshmillo

      conshmillo 5:45 am on April 2, 2016 28 days ago

      OK, April 1st.

      • henrystar

        Richard 1:30 pm on April 4, 2016 26 days ago

        Actually, you might file that picture. I don’t think that people have yet thought through the actuality of truly self-driving cars. Eliminate most of the windows from that joke, and …. I’d love to see what “cars” will be like, say in 2030 or so.

        • henrystar

          Richard 2:18 pm on April 4, 2016 26 days ago

          The more I think about it, the more I think that I am onto something: cars of today crudely resemble Model A Fords, and that is because both need a Driver. Eliminate the Driver and you get to re-think the “auto-mobile” from scratch. A box as in the illustration is ideal, except for aerodynamics….

    • henrystar

      Richard 1:00 pm on April 13, 2016 17 days ago

      My grandfather lived next door to a manufacturer of carriages in Oshawa Ontario. He failed to buy shares when the guy started a line of “auto-mobiles,” because there would not be enough people intelligent enough to work as chauffeurs. His neighbor’s company is now General Motors of Canada. Take a look at this: and see how its organization is parallel to today’s cars — which as I pointed out above, is all going to change, and change soon. I am hoping that Apple has realized this and will break the mold on what will finally, truly, be : auto-mobiles.

  • 2

    conshmillo 8:00 am on April 1, 2016 - 29 days ago

    After a long wait, Tesla has finally unveiled the Model 3. It’s what we were expecting (and hoping for) – a less-expensive, versatile, attractive 5-seater with decent range and a low price. It rounds out Tesla’s revised Secret Master Plan, as Elon Musk cheekily called it, that started with the Roadster, progressed to the Model S, and grew to encompass the Model X.

    That’s all fine, but did you catch how many preorders Musk said the company had received for the Model 3 by this evening? 115,000 – a staggering number. If you’ll remember, each reservation to purchase a Model 3 requires a $1,000 (refundable) deposit.


    • conshmillo

      conshmillo 8:01 am on April 1, 2016 29 days ago

      As a matter of fact fuck Apple. Jony Ive in particular. When he will introduce his Apple electric car, it will probably have just two flat wheels. You know for uber simplicity.

    • piero

      piero 11:04 pm on April 6, 2016 24 days ago

      I reserved one!…
      Love Musk. Hope they can find a way to produce all of them! And without asking money to nazi piggy bankers! Maybe he’d check Pay pal… ;-)

      Tesla story reminds me of Red camera one!

  • Nicu 9:52 pm on March 28, 2016 - 33 days ago


    iPhone SE such a failure, all models out of stock in the US, France, Hong Kong and China (did not check the other countries) !

    • conshmillo

      conshmillo 7:06 am on March 29, 2016 32 days ago

      Looks pretty much the same as iPhone 4S. What an innovation. I have not bought anything from Apple pretty much since Jobs died. Can’t stand the interface. I have not been in Apple store for a year. Could not care less if they cease to exist tomorrow.

  • henrystar

    Richard 6:15 pm on March 24, 2016 - 37 days ago

    My wife wants one of the new small iPhones, and I guess I’ll get one too. But I just googled to find out about it and there’s so much alphabet soup I don’t know what I’m looking for, and at my age could easily order the wrong thing. Why not have names : iPhone-2016-small.

  • 3

    rastard 6:10 pm on March 10, 2016 - 51 days ago

    A little bit late in posting, but I hadn’t heard this until now. Not that anyone here cares anymore, but this seems to put to rest the debate over whether Google actually makes money from Android or not. While Apple’s revenue and profit on iPhones dwarf it, $22B in profit isn’t chump change:

    Consh — by when was it you expected Google to abandon Android again? Still think it will? :-)


    • piero

      piero 5:15 pm on March 11, 2016 50 days ago

      :-) :-) :-) :-) :-) Copied…. Innovators? :-) :-) :-) :-) Manipulators!

    • conshmillo

      conshmillo 2:08 pm on March 12, 2016 49 days ago

      Pretty much don’t give a shit one way or the other. Android always sucked. Now Apple sucks too.

    • JPWatkins

      JPWatkins 4:47 am on March 18, 2016 43 days ago

      It could not possibly be that oracle might have presented the highest possible numbers, the source and method of calculation of which is not revealed, as doing so would only serve to make their case stronger and their settlement larger. Right?

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