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Post by nate010203 on Oct 16, 2012 6:15:32 GMT -8
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Post by nate010203 on Oct 16, 2012 6:20:09 GMT -8
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Post by Tetrachloride on Oct 16, 2012 6:26:50 GMT -8
Katy Huberty is at it again. Low estimates, we are cutting estimates, our estimates are conservative, below consensus, likely to surprise.
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Post by CdnPhoto on Oct 16, 2012 6:34:23 GMT -8
Katy Huberty is at it again. Low estimates, we are cutting estimates, our estimates are conservative, below consensus, likely to surprise. I don't see the lowering of estimates as a bad thing. This is going to be a tough quarter. Lower estimates allows for Apple to beat it easier.
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Post by wheeles on Oct 16, 2012 6:38:30 GMT -8
Interesting... I sold my overnight long in the PM at 638 and reloaded at 631.70 after the open. I am now looking for a decent leg up to the daily 13 EMA, which is around 646.50/647. This would require a decent breakout move today, or an overnight gap up tomorrow. That's assuming we don't get a sell-the-news reaction to any event invitation.
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Post by macziggy on Oct 16, 2012 6:39:51 GMT -8
Katy Huberty is at it again. Low estimates, we are cutting estimates, our estimates are conservative, below consensus, likely to surprise. Her earnings estimate for July was the only correct estimate of all the analysts.
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Post by greedynoob on Oct 16, 2012 6:40:31 GMT -8
Coincidence or not: CNBC trots out Donald Trump to pontificate that Apple can't go back $700 because it's too expensive, and the stock drops $3 in the next few minutes??? Donald Trump? I thought it was bad when squirrel-head would pontificate about public policy and candidates...
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Post by wheeles on Oct 16, 2012 6:44:40 GMT -8
Coincidence or not: CNBC trots out Donald Trump to pontificate that Apple can't go back $700 because it's too expensive, and the stock drops $3 in the next few minutes??? Thanks, Donald. You made my long reload rather painless. <-- that's the closest emoticon to someone's toupée being blown off their head.
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Post by Tetrachloride on Oct 16, 2012 6:49:17 GMT -8
My comment on Katy Huberty is that her comments are all over the map. No matter what, she will hit one of those target as well as any shotgun blindfolded. Pick a target and defend it until proven wrong or you officially change your mind.
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Post by Zeke on Oct 16, 2012 6:51:45 GMT -8
There's no historical precedence for the success the iPhone has experienced either. Customers will continue to shell out hundreds of dollars on new iPhones as long as they continue to deliver the best ecosystem in the smartphone marketplace. I don't believe subsidy cuts from mobile network operators are something we need to worry about yet. The high subsidies of the iPhone get offset by the ever increasing cost of data plans. It's never been done before, so no one can do it. That's the mantra of the "best practices" crowd in today's business world. I'm so glad I am now retired and don't have to listen to clueless managers spouting jargon in time-wasting meetings anymore. The business world has been made safe for the incompetent, the timid, and the unimaginative in the name of fairness and diversity. Apple is a threat to those people because it operates on and demands excellence.
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Post by joel90069 on Oct 16, 2012 6:52:59 GMT -8
My comment on Katy Huberty is that her comments are all over the map. No matter what, she will hit one of those target as well as any shotgun blindfolded. Pick a target and defend it until proven wrong or you officially change your mind. Sounds like a couple of people here!
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Post by rutgersguy92 on Oct 16, 2012 6:54:13 GMT -8
We're over 638.
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Post by rutgersguy92 on Oct 16, 2012 6:57:30 GMT -8
Over 639. More FUD. Green glow problem, which happened to a total of two users. Wow. That should have been part of that SNL skit.
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Post by Zeke on Oct 16, 2012 7:00:49 GMT -8
Katy Huberty is at it again. Low estimates, we are cutting estimates, our estimates are conservative, below consensus, likely to surprise. Her earnings estimate for July was the only correct estimate of all the analysts. I've been watching Huberty for years now. She was right once after routinely being low by as much as 30% quarter after quarter. She falls into the "even a stopped clock is right twice a day" category.
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Post by mbeauch on Oct 16, 2012 7:02:49 GMT -8
Walked away for 2 minutes, wow.
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Post by wheeles on Oct 16, 2012 7:08:07 GMT -8
Just sold my long from earlier at 639.66. Am now looking for a decent level at which to reload once more.
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Post by dreamRaj on Oct 16, 2012 7:08:08 GMT -8
Positive action in eager anticipation of the invite. Should be coming soon.
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Post by Lstream on Oct 16, 2012 7:10:17 GMT -8
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Post by mbeauch on Oct 16, 2012 7:11:04 GMT -8
My comment on Katy Huberty is that her comments are all over the map. No matter what, she will hit one of those target as well as any shotgun blindfolded. Pick a target and defend it until proven wrong or you officially change your mind. Sounds like a couple of people here! Lol
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Post by greedynoob on Oct 16, 2012 7:12:08 GMT -8
I've been watching Huberty for years now. She was right once after routinely being low by as much as 30% quarter after quarter. She falls into the "even a stopped clock is right twice a day" category. Thanks for answering my question before I had time to post it! I'd never heard of her before last quarter, so I didn't know if she was new, had a good track record, or just got lucky. (4th alternative: got better--but I sure won't count on that without a further record of being right!)
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Post by mbeauch on Oct 16, 2012 7:15:39 GMT -8
As the article says, she had been at the bottom 3 of the last 4 earnings. She uses the model of being an outlier hoping to get one right. She will hang her hat on the one time and the others just don't matter.
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Post by nkmho on Oct 16, 2012 7:16:02 GMT -8
Walked away for 2 minutes, wow. Maybe next time, you should walk away for 20 minutes and come back to see things go up 10 times as much.
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Post by dreamRaj on Oct 16, 2012 7:20:07 GMT -8
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Post by adamthompson32 on Oct 16, 2012 7:26:05 GMT -8
She has been consistently and remarkably low for years, even after she turned bullish a couple years ago after being insanely bearish for years in the face of crushing success for Apple and AAPL. So what if she was right one time. I think she'll likely end up being pretty accurate 1 out of every 4 to 6 quarters. I don't think it's likely she's in the right ballpark two Q's in a row.
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Post by stevereel on Oct 16, 2012 7:27:19 GMT -8
Bounced off lower acceleration band on the daily. Sure looks like an impulse to me. Resistance up around 647.
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Post by rutgersguy92 on Oct 16, 2012 7:27:48 GMT -8
Make that "over 643". Raj.
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Post by nate010203 on Oct 16, 2012 7:28:53 GMT -8
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Post by adamthompson32 on Oct 16, 2012 7:29:07 GMT -8
Coincidence or not: CNBC trots out Donald Trump to pontificate that Apple can't go back $700 because it's too expensive, and the stock drops $3 in the next few minutes??? Donald Trump? I thought it was bad when squirrel-head would pontificate about public policy and candidates... Did he really say that? Come on, that's worse than ____'s speculation on this board.
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Post by dreamRaj on Oct 16, 2012 7:29:27 GMT -8
It's 8:59 Pacific. The invite is expected in a minute. If it doesn't come out for 15 minutes or so, there will be a nice drop which will be a great time to buy for the short-term.
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Post by adamthompson32 on Oct 16, 2012 7:30:50 GMT -8
I didn't get the invite yet.
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