Research archive for AAPL

I think that this is something that you must read, Here Comes Apple's Real TV. That part about TV channels is dead right, not watching 86 percent of your digital bouquet, I like very few channels. And very few magazine programmes. Reality TV is fine where the person has a skill, dancing, singing, cooking, that sort of thing. Although there were multiple football games on last evening and you know what, I watched a bit of each one. But the possibilities I guess of what you can and cannot do are endless, and if Apple are developing such a product, that would be awesome. I do not hold my breath for an event so far out though. But we continue to buy the stock.

Everybody scrap those estimates of yours, because really, more like ana-missed's and not analysts. This always seems the case with Apple inc., who reported quarterly numbers post market yesterday evening. The numbers smoked the estimates, a bit like that Gareth Bale fellow from Spurs, he is lightning quick having smoked Jele a couple of times last night. But in the same way, Jele laughed last. These Apple results were incredibly crispy.

Even though there was a strong showing from the Apple inc. share price, which printed a new high I will let you know, this on the news that Apple is close to a deal with the biggest mobile carrier on the planet, China Mobile. Holy smokes. Imagine that, being able to distribute across the entire base of China Mobile. I am pretty sure that this is not a match made in heaven, and there must be a whole lot of concessions on the part of Apple in order to crack that market, something that they might not be too keen on. At last check the subscriber base of China Mobile was 600 million plus strong. Wow. Check out the WSJ article: Apple Eyes Bigger Slice of Chinese Market.

I guess the Steve Jobs announcement that he was leaving Apple for the third time for health issues was not a complete shock and with the benefit of seeing the results, was probably well timed and definitely coordinated. Visuals and reports suggest that Jobs was ill since September. In fact he had only been seen on TV twice since then. OK, but let us get into the nitty gritty of the results, which were actually released after IBM, the other tech major reporting after hours.

Closed markets in the Big Apple. Anxiety no doubt will return to the Apple stock today as chief Steve Jobs announces that he will take another leave of absence to concentrate on his health. This is the third time that this has happened. The new guy is Tim Cook. Or should we say the old guy, Cook has been at Apple since 1998. Cook is 50 years old, and worked at both Compaq and HP. Don't fret Apple shareholders, as this San Francisco Chronicle article points out, Cook has been running the company for the last two years anyhow ---> Get well, Jobs, but time for Cook.

Something weird The weird thing is that Apple, the company that makes iPhones and iPads and all those awesome gadgets is now the second biggest US company, behind Exxon Mobil and has a market cap of 306 billion Dollars. Yet, wait for it folks, trades on 19 times current earnings estimates (for 2010) and 17.4 times for 2012. Apple trades on 4.7 times revenue, Facebook at 25 times on this new "valuation". So, If Facebook want a similar valuation, they would have to grow revenue five fold over the next two years or so. Google for the record trades on 24 times historic earnings BUT 8.4 times revenue. So, Facebook would only have to triple their revenue to be at the same sort of revenue valuation. Hah...

HOLY SMOKES!! The app market is huge, but this is simply astonishing. Check it out, from my favourite guys over at the Business Insider: Apple's iPhone Platform Still Ahead, But Android Is Growing Fast.

If I said to you, the Apple iPad only debuted this year, with the launch in January, it would make you think, wouldn't it? In the first 80 days of the launch, Apple sold three million items. It is estimated that around 19.5 million will be sold this year alone and nearly 30 million next year. Just Apple iPads, not the RIM version, there is no retail product yet.

Hey Apple indeed! Results for Q3 after hours and they disappointed the market. I guess the company tees itself up every single time for this type of disappointment, because so much is expected. In normal trade the stock reached an all time high of 319 Dollars, after hours the stock is down at 298.5, over six percent lower.

Hey Apple. Apple results yesterday. A beat by a country mile. Read from the companies website: Apple Reports Third Quarter Results. Record revenue. So notwithstanding all these tough times in the developed world, the consumer will still follow quality and in fact buy more quality products, not less. Amazing, think about that for a minute, this is a pure discretion spend bunch of products, that ooze the cool factor, but the company never seems to struggle to sell, because of that very factor. As Paris would say, that is hot.

Hey Apple! What is up, did you sell a lemon? There has been much talk recently about the signal strength of the new iPhone 4, especially if you touch the outside ring, the signal seems to drop. And this has worried several consumer watchdogs in the US, so much so that they have dissed the new product. Pundits have said that the fans are a loyal bunch, the others out there have pointed to a tipping moment for the androids. All I can say is that folks voted with their feet.

Hey Apple! Have you seen the annoying Orange? No? Digressing a little, but I was asked once how I knew what was cool or not. I thought for a bit and said, easy, I just goto Youtube and see what is the most viewed over the last day, week, month. Because you have those who are cool and set cool, and then most of us just follow. Talking cool and seemingly recession proof, the fellows over at Apple with their own press release trumpets their new product: iPhone 4 Sales Top 1.7 Million. Amazing. If ever there was a consumer company that was recession proof, Apple it is.

Apple sales, phenomenal, more than one a day to keep almost anything at bay. Beyond Petroleum sinks the most in 18 years. Have you seen the annoying Orange? No? The first short in the series sees an Orange keep saying "Hey Apple". And to be honest this is what the competition have been struggling with, not the annoying orange, but rather the dominance of Apple. Do you remember when the iPad was released the pundits said, so what? Well, Apple has sold over two million iPads already. They are flying off the shelves. And the iPhone is a real contributor now, the iPod will become less important.

An Apple fell out the sky and hit me on the head. Apple Reaches iPad Milestone: One Million Sold. So what I hear you say, that is to be expected. But I remember that when the iPad was reviewed most folks were unwowed. Remember? And in 28 days Apple has shipped 1 million units. As you can see from the above article, Apple took 74 days to ship 1 million iPhones. And that is an awesome product. So go figure guys.

Apple crunched estimates at the end of the session prior to the one yesterday and soared in normal trade to touch an all time high above 260 bucks a share. The stock closed a little away from that, up just shy of 6 percent higher to 259.22. The one standout for me was that the company managed to sell more iPhones than iPods, and the other was that the app store was just starting to compete. Hanging over the rest of Wall Street and financials in general are the pending financial regulations. President Obama is pushing for much tougher rules.