I hope that we get this PR from Apple By Nov 1, 2011 so that we could get out of the 390-409 range, squeeze the Shorts and hit 420
-
Reply
You must be logged in to post a comment.
I hope that we get this PR from Apple By Nov 1, 2011 so that we could get out of the 390-409 range, squeeze the Shorts and hit 420
Nicu 7:21 pm on October 27, 2011 205 days ago Reply
From a dynamic point of view, this is a dead stock. Beta should be 0.5 or what?
If I wouldn’t know that it will shoot up at some point, I would probably sell in disgust.
caruso2323 1:25 am on October 28, 2011 205 days ago Reply
Hey Nicu ,
You got it : Beta = 0.5 !!!
Did you not read that AAPL is good in “volatile times” …
AMZN rose over 4% today ! … Two days after announcing a 75% de-growth ! …
AAPL is punished for showing 55% growth … So no Rally for AAPL … NO
in case of a slight market pull-back we test 338.85
Nicu 8:49 am on October 28, 2011 204 days ago Reply
I don’t know if they will announce 10M (did they last year?). But with the broader launch today and the 2 weeks of sales in 7 countries and 2.5 new networks (Verizon get for the first time the last version in the same time with competition), it may achieve it this week-end.
What is really remarkable, is that the waiting time did not increase. It is by now obvious for everyone that the 4s is much more popular than 4, so they are doing an excellent job of manufacturing and delivering the new iPhone. Add the “free” 3Gs to the mix (not to mention the cheap 4) and 30M for this quarter is in the pocket already, meaning just shy of $20 Billion of revenue from iPhone alone (with 60%+ gross margin).
caruso2323 1:15 pm on October 28, 2011 204 days ago Reply
It is disconcerning to see Samsung shipping over 24 Millions smartPhones (20% sequential increase and 300% Y-Y during the 3rd calendar quarter) at a time when slided by 15% sequentially.
Either there is a glut of Samsung smartPhones, or their smartPhones have beaten the iP4 & iP3Gs rate and performance structure …
———————————-
“Jae Lee, a Daiwa Securities technology analyst, estimated that Samsung had shipped about 28 million smartphones in the third quarter, up from about 20 million last quarter, and had surpassed Apple’s iPhone shipments. Lee expects strong sales in the next three months as Samsung continues to focus on an array of smartphone products.
Samsung spokesman Nam Ki-yung wouldn’t comment on whether Samsung had passed Apple Inc. in smartphone sales, saying the company no longer provides its sales figures for handsets. It did say, however, that handset shipments jumped more than 20 percent from last quarter, and global smartphones sales were up 300 percent from last year.”
——————————————–
I believe that Samsung SmartPhones shipped last year in calendar Q3-2010 was about 8.5M