|
|
Post by phoebear611 on Apr 9, 2013 2:47:37 GMT -8
The only thing the news is "abuzz" with this morning is the J.C. Penney / Ron Johnson story and of course, .... the Louisville NCAA win last night.
My response to Gregg on the discussion re: Ron Johnson - can't go home anymore: When I ran a division for a global corporate company, I hired three people back who had left for a competitor. In all three cases what I learned (unfortunately after I hired them back because I thought the same as you did) was that their strength was about the brand of the company we were in and not their ability in general. So sure Ron Johnson may do well at AAPL but don't confuse his ability and vision with the fact that he is offering AAPL product.
Frankly - I'm indifferent at this point - whatever is best for AAPL is just fine for me. I'll let their management group do whatever they need to do - that's why they pay those guys the big bucks, right - to make decisions like this and to get it right?!
|
|
|
|
Post by Odd-Lot Richard on Apr 9, 2013 3:37:16 GMT -8
My presumption on Ron Johnson is that he left because he realized that he was not the heir apparent for the Apple CEO seat, and he wanted his CEO shot. I would think taking him back into the fold would lead to friction with Tim Cook.
|
|
|
|
Post by qualitywte on Apr 9, 2013 3:45:46 GMT -8
If I had a vote I would say don't hire Johnson back. And I think JCP is making a mistake hiring their old CEO back. Keep moving forward, not backward!
|
|
|
|
Post by Odd-Lot Richard on Apr 9, 2013 3:53:35 GMT -8
Oops, sorry, I got my timeline wrong. He left three months after the beginning of the interim CEO-ship of Tim Cook, one month after confirmation.
Still think friction would result.
|
|
|
|
Post by rob_london on Apr 9, 2013 3:56:35 GMT -8
|
|
|
|
Post by lovemyipad on Apr 9, 2013 4:24:52 GMT -8
Chart by FitzConcur with his three lines depicting the three if/then scenarios currently on the table: bull (blue), bullish bear (orange), and bear (pink).
|
|
|
|
Post by appledoc on Apr 9, 2013 4:29:17 GMT -8
Seems like everything is going to be released in the fall again. Not happy about this. |
|
|
|
Post by ibuyer on Apr 9, 2013 6:00:13 GMT -8
Seems like everything is going to be released in the fall again. Not happy about this. better get their products out ASA practical especially line extensions (like $300 and 4.8 inch iphone), dont you think? Even if the product cram is not ideal. |
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Apr 9, 2013 6:03:17 GMT -8
Seems like everything is going to be released in the fall again. Not happy about this. Digitimes has a VERY mixed records with these rumors. In other news, PED is running a story on how our honest, above-the-board stock market is a such wonderful pricing mechanism for valuing stocks. NOT! The short sellers have given us a new term (at least to me). Apple has been SWARMED by short interest, with a suggested antidote on what to do. tech.fortune.cnn.com/category/apple-2-0/ |
|
|
|
Post by ibuyer on Apr 9, 2013 6:10:49 GMT -8
Seems like everything is going to be released in the fall again. Not happy about this. Digitimes has a VERY mixed records with these rumors. In other news, PED is running a story on how our honest, above-the-board stock market is a such wonderful pricing mechanism for valuing stocks. NOT! The short sellers have given us a new term (at least to me). Apple has been SWARMED by short interest, with a suggested antidote on what to do. tech.fortune.cnn.com/category/apple-2-0/Short interest is small. ~2% of float and ~1.5 days to cover. |
|
|
|
Post by tuffett on Apr 9, 2013 6:13:08 GMT -8
Six months and counting. Waiting to see something from that chock full product pipeline Tim likes to brag about.
|
|
|
|
Post by seabiscuit on Apr 9, 2013 6:17:02 GMT -8
Six months and counting. Waiting to see something from that chock full product pipeline Tim likes to brag about. Me too. In the CCs he was ebuliant on the product pipeline and innovation - I feel that he mislead. |
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Apr 9, 2013 6:23:37 GMT -8
Digitimes has a VERY mixed records with these rumors. In other news, PED is running a story on how our honest, above-the-board stock market is a such wonderful pricing mechanism for valuing stocks. NOT! The short sellers have given us a new term (at least to me). Apple has been SWARMED by short interest, with a suggested antidote on what to do. tech.fortune.cnn.com/category/apple-2-0/Short interest is small. ~2% of float and ~1.5 days to cover. Perhaps, but I'm of the opinion that if people don't like a stock, they stay out of it. Einhorn made his money selling short Lehman (and others) and his reputation will be forever tarnished because of it. Is it just coincidental then that a 250% increase in short interest correlates with a stock worth $300 per share less? I'm not convinced. |
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Apr 9, 2013 6:29:07 GMT -8
Six months and counting. Waiting to see something from that chock full product pipeline Tim likes to brag about. At least Brian White is a believer, and he's back with more today, pouring accelerant on the rumor that Apple will release a new iPhone in two sizes. I happen to like this rumor. If Apple does release a larger phone, it makes sense for them to release the two at the same time. But I've not seen any support in the way of parts leaks to support it. appleinsider.com/articles/13/04/09/rumor-apples-next-gen-iphone-will-launch-with-at-least-two-screen-sizes |
|
|
|
Post by sponge on Apr 9, 2013 6:31:47 GMT -8
GOOG up 8 and we are down 2. Nothing new. Volume very low. I am still of the opinion we will end green.
No new products because Apple releases them when they are ready. I would wait until after July.
I don't think White has good sources. I don't see a bigger screen iPhone this year. No need for one.
|
|
|
|
Post by ibuyer on Apr 9, 2013 6:34:48 GMT -8
Short interest is small. ~2% of float and ~1.5 days to cover. Perhaps, but I'm of the opinion that if people don't like a stock, they stay out of it. Einhorn made his money selling short Lehman (and others) and his reputation will be forever tarnished because of it. Is it just coincidental then that a 250% increase in short interest correlates with a stock worth $300 per share less? I'm not convinced. Minor. 10M shares is less than a day's worth of shares. I don't understand why Eihorn shorting Lehman or Allied or Green Mountain tarnishes him? Conversely, AAPL to a top holding in 2010 and not selling it around 700 and riding most of it back to 425 might. |
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Apr 9, 2013 6:37:27 GMT -8
Short interest is small. ~2% of float and ~1.5 days to cover. Perhaps, but I'm of the opinion that if people don't like a stock, they stay out of it. Einhorn made his money selling short Lehman (and others) and his reputation will be forever tarnished because of it. Is it just coincidental then that a 250% increase in short interest correlates with a stock worth $300 per share less? I'm not convinced. Not sure why Einhorn should have a tarnished reputation for shorting Lehman? They ended up going bankrupt because of extreme leverage and bad investments using that leverage. |
|
|
|
Post by seabiscuit on Apr 9, 2013 6:38:48 GMT -8
Another day where it seems an Apple article is coming out on SA or Yahoo every few minutes.
We are hearing from everybody accept TC and Apple.
|
|
|
|
Post by ibuyer on Apr 9, 2013 6:41:27 GMT -8
Another day where it seems an Apple article is coming out on SA or Yahoo every few minutes. We are hearing from everybody accept TC and Apple. What I am worried is what happens if what we hear is either bad or continued tone deafness? |
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Apr 9, 2013 6:43:49 GMT -8
Perhaps, but I'm of the opinion that if people don't like a stock, they stay out of it. Einhorn made his money selling short Lehman (and others) and his reputation will be forever tarnished because of it. Is it just coincidental then that a 250% increase in short interest correlates with a stock worth $300 per share less? I'm not convinced. Not sure why Einhorn should have a tarnished reputation for shorting Lehman? They ended up going bankrupt because of extreme leverage and bad investments using that leverage. He poured gas on a fire in the case of Lehman. Einhorn is tagged with the label of short-seller and he hates it. That rep will follow him for the rest of his life. |
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Apr 9, 2013 6:45:02 GMT -8
Another day where it seems an Apple article is coming out on SA or Yahoo every few minutes. We are hearing from everybody accept TC and Apple. What I am worried is what happens if what we hear is either bad or continued tone deafness? If Apple doesn't report cash plans by April 23rd, I'll be worried. And I'm Bull+ |
|
|
|
Post by artman1033 on Apr 9, 2013 6:51:09 GMT -8
From MICROSOFT:GOOGLE SHARES YOUR PERSONAL INFO WITH APP MAKERS When you buy an Android app from the Google app store, they give the app maker your full name, email address and the neighborhood where you live. This occurs without clear warning every single time you buy an app.
|
|
|
|
Post by rickag on Apr 9, 2013 6:58:25 GMT -8
Six months and counting. Waiting to see something from that chock full product pipeline Tim likes to brag about. At least Brian White is a believer, and he's back with more today, pouring accelerant on the rumor that Apple will release a new iPhone in two sizes. I happen to like this rumor. If Apple does release a larger phone, it makes sense for them to release the two at the same time. But I've not seen any support in the way of parts leaks to support it. appleinsider.com/articles/13/04/09/rumor-apples-next-gen-iphone-will-launch-with-at-least-two-screen-sizesThis the same Brian White of the iRing rumor. |
|
|
|
Post by applemuncher on Apr 9, 2013 7:01:26 GMT -8
GOOG up 8 and we are down 2. Nothing new. Volume very low. I am still of the opinion we will end green. No new products because Apple releases them when they are ready. I would wait until after July. I don't think White has good sources. I don't see a bigger screen iPhone this year. No need for one. Sometimes Apple introduces products before they are ready; like the new iMac last year right before Christmas. That was a big mistake. |
|
|
|
Post by rickag on Apr 9, 2013 7:03:09 GMT -8
From MICROSOFT:GOOGLE SHARES YOUR PERSONAL INFO WITH APP MAKERS When you buy an Android app from the Google app store, they give the app maker your full name, email address and the neighborhood where you live. This occurs without clear warning every single time you buy an app. Well at least Microsoft is fighting back in the media, maybe Apple could join them in this particar fight. |
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Apr 9, 2013 7:03:22 GMT -8
This the same Brian White of the iRing rumor. He sure likes digital ink doesn't he? I'm not saying he's the gold standard for reporting, but Gene Munster has gone into hibernation and Apple needs at least one uber Bull making noises in the wild. |
|
|
|
Post by applemuncher on Apr 9, 2013 7:05:25 GMT -8
What I am worried is what happens if what we hear is either bad or continued tone deafness? If Apple doesn't report cash plans by April 23rd, I'll be worried. And I'm Bull+ Are there any "quiet period" times for Apple where they are prohibited from releasing information about the company? If so, are we in one of those periods now? |
|
|
|
Post by sponge on Apr 9, 2013 7:07:58 GMT -8
GOOG up 8 and we are down 2. Nothing new. Volume very low. I am still of the opinion we will end green. No new products because Apple releases them when they are ready. I would wait until after July. I don't think White has good sources. I don't see a bigger screen iPhone this year. No need for one. Sometimes Apple introduces products before the are ready; like the new iMac last year right before Christmas. That was a big mistake. That I agree. However It only hurt them 1.5 quarters. They are popular and will make up sales as we enter the 3rd quarter. I expect Big Mac numbers to be announced in two weeks.  |
|
|
|
Post by bud777 on Apr 9, 2013 7:12:57 GMT -8
I apologize if this has already been discussed, but the New Yorker magazine has an interesting piece on my favorite scumbag Henry Bloget. Just like that famous interview where Cramer is explaining how to manipulate the stock price, this article gives a pretty clear picture into what passes for morality at Business Insider. I cannot link to it, but it is worth checking out if you have access to it
|
|
|
|
Post by mace on Apr 9, 2013 7:25:30 GMT -8
Seems like everything is going to be released in the fall again. Not happy about this. It seems Apple ties the upgrade to iOS devices to a few months after the iOS upgrade. Is ok, just don't upgrade Macs at the same time, release Macs in Feb/Mar. |
|
