Presently the Most Recent Comments occurred over a day ago. There really doesn’t seem to be much discussion, just single posts like this one. That seems wrong. Seems like discussion is what’s the internet is all about.
I’m becoming rather pissed that Apple is trading a such a ridiculous PE. Does anybody have a clue why? Do we need to invite more Ratsturd’s or is everybody really happy with the way things are?
Just saying!
Amazing stuff from 3M will allow much longer battery life and Kindle like outdoor reading if Apple thinks it’s ready for iOS devices.
Sixty-one percent choose the iPhone, while only 17 percent prefer the Android. Intermedia also finds that the iPad is a business favorite with 99.8 percent of tablet customers picking the Apple brand over the Samsung Galaxy or Motorola Xoom.
I think what’s most surprising about this report is that 0.2% of tablet buyers are actually buying something other than iPads…
This kind of stuff is old news, but it never ceases to be nauseating, especially since I have Comcast. Trees stop me from getting Dish. Can only imagine how Comcast will try to block any attempt by Apple to provide a reasonable alternative. Maybe it’s time for EyeTV. Unfortunately we enjoy the Golf channel owned by Comcast.
Sometimes I think I’m stupid, other times I know it. But this article is a personal epiphany.
It’s not just using Siri and Nuance to find flights and restaurants, in fact, I’ll use it a lot more for normal searches like ‘How do I make English bread pudding?” without any typing. Apple will not need Google’s search engine to achieve this. Recently I’ve been using Blekko to avoid all of Google’s excess garbage.
http://macdailynews.com/2011/05/11/how-apple’s-ios-5-is-going-to-utterly-destroy-local-search/
Appears fortunes are reversing rather quickly.
What part of the article suggests to you that fortunes are reversing? I’m not seeing it.
Instead of asserting a directional change, the article appears to simply be saying that someone at Comscore has finally gotten around to gathering stats comparing iOS to Android on *all devices* (i.e. not just smartphones) — which, of course, is what many have for quite some time now been trying to frame as the relevant comparison to be made. 
Fwiw, based on another report from earlier this week, it appears that Android is actually continuing to expand its lead over iPhones wrt *smartphone* adoption both in the US and internationally: http://www.telegraph.co.uk/technology/mobile-phones/8459137/Google-Android-confirms-smartphone-dominance.html.
[All the usual caveats: it's profits that are what really matter, not adoption rates, blah blah blah. I'm simply addressing the original assertion above ("Appears fortunes are reversing rather quickly.")]
Seems AAPL has been knocked down enough before earnings with stories about the late release of iPhone 5 and supply shortage, so it is now being added to big portfolios.
http://blogs.wsj.com/financial-adviser/2011/04/07/4-billionaires-who-are-buying-shares-of-apple/
All those users going to Apple Store’s and searching the web with Baidu.
http://www.9to5mac.com/58897/heres-why-china-is-apples-jet-fuel/#more-58897
http://tech.fortune.cnn.com/2011/03/29/survey-apple-poised-for-gains-in-china/
I just checked the shipping delay of the iPhone in China and Hong Kong : currently not available / no supply (hint : use google translate if you do not read chinese)
Everywhere else it ships in 24h. What does that mean ? I hope it means the demand is furious and they steadily ramp up production … and that my estimates of 19M iPhones sold during Q2 are conservative !
Think how great that would be. Your iPad replaces the cable company and your TV is just a monitor.
http://www.macrumors.com/2011/03/23/apple-seeking-to-license-airplay-for-video-streaming/
My feeling is, Apple being primarily hardware maker will manufacture their own HD living room computers. They will probably kill concept of TV altogether as interactive TV is not any more just linear (tele)vision. If you can interact with it and watch anything at any time in your desired order, it is a big ass all in one computer. But I can see Apple to license AirPlay to create another Trojan for wider adoption of other Apple devices. Be it desktops, laptops,pads or phones.
I think biggest change in “TV” will occurre when iOS will allow total interaction with live shows in real time and direct shopping from “TV” ads and “TV” shows. I take living room to living room worldwide telephony (obsolete term there too although I hate term FaceTime) through HD living room computers for granted.
This certainly isn’t scientific, but it is amazing. And the iPad 2 isn’t even available yet. It’s most interesting that the mix contains desktops, laptops, and tablets. It seems that iPads are not cannibalizing MacBooks. The remaining 9 are mostly monitors and iPad wannabes.
dickydoo 4:36 pm on May 19, 2011 366 days ago Reply
I frankly enjoyed it more when we had a realtime chat and actually discussed trades.
conshmillo 9:06 pm on May 19, 2011 366 days ago Reply
Traderhood will have full chat again, I just didn’t have enough time to get to it. I want nicely scalable solution using nodejs or something similar on server side and html5/jquery on client side. Chat (and trading rooms) will be primary platform where board will be kept for longer posts.
SB 9:19 pm on May 19, 2011 366 days ago Reply
Maybe because this PE story is getting old? Asymco’s article (and comments) I thought answered what is happening pretty well (Apple’s price is directly correlated with cash on hand). As to why, there is only speculation. Lots of good commenters on Asymco as well. Link: http://www.asymco.com/2011/05/01/the-market-values-apples-balance-sheet-not-its-income-statement/
nolavabo 3:49 pm on May 20, 2011 365 days ago Reply
Answering the PE question, my personal opinion is weekly options. AAPL is the most owned stock by hedge funds, per the report by GS. Since it pays no dividend, rather than let the $200bln of owned stock sit idle, funds sell options against it every week. The lowest risk play is to sell calls, but I’m sure they sell puts too. Just less.
This then creates a massive incentive for them to sell it down each week to pin it at max pain.
Any break out that occurs must have the momo to get past this pin manipulation each week, not just each month. This is hard to do. Witness May to Sep 2010 and Feb till now 2011 to see what is happening. Check max pain each week, and it’s pinning to it about 80% of the time. Take out big news events (like ipad 2 announcement and Jobs sick leave etc) and it almost hits 90% of the time.