|
Post by mbeauch on Oct 18, 2012 11:10:54 GMT -8
Google just released a statement from larry page which is boasting about its big rise in revenue.... As expected, he is delusional along with Schmidt. I would expect nothing else from their kind.
|
|
|
Post by artman1033 on Oct 18, 2012 11:11:29 GMT -8
|
|
|
Post by greedynoob on Oct 18, 2012 11:13:52 GMT -8
This is just the piece of crap that I posted about earlier today. It's not any kind of threat at all.
|
|
|
Post by aapl4kiki on Oct 18, 2012 11:15:29 GMT -8
According to Jon Forrt (CNBC Tech correspondent) Google had been calling analysts for the past couple of days and warning them that "lighter than expected" numbers were going to be reported. How can this be legal? Ah, hello SEC, are you listening? If it is legal, how do I get on the calling list? It is not legal. I am surprised that Forte would say such a thing. He has always seemed well thought out. If it had been passed around, why was it still going up? Oh yeah, so the big boys could dump into strength and leave the carcass for retail to fight over. I still do not get why AAPL has been hammered so hard. I am sure some of the ETF's had wholesale sellings, but this is crazy. CNBC in CYA mode right now with Forrt.
|
|
|
Post by mbeauch on Oct 18, 2012 11:15:37 GMT -8
I like the part where he describes it as looking almost identical to a Macbook Air. Who would have ever of thought Samsung would do such a thing? This guy really thinks it is an Air killer. Get real.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Oct 18, 2012 11:16:05 GMT -8
Oh my god! Some of the things John Fort is saying on CNBC now about how companies contact reporters/analysts before earnings are released are SHOCKING.
How can this be legal???
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Oct 18, 2012 11:18:33 GMT -8
AAPL heading to new Low of the day
|
|
|
Post by mbeauch on Oct 18, 2012 11:21:20 GMT -8
Oh my god! Some of the things John Fort is saying on CNBC now about how companies contact reporters/analysts before earnings are released are SHOCKING. How can this be legal??? It is not legal, but it should not be a shock to anyone that they are being this belligerent about it. These guys know the SEC is not going to do anything. Just another government agency that I dislike.
|
|
|
Post by gtrplyr on Oct 18, 2012 11:26:08 GMT -8
Like "Bringing a Knife to a Gun fight" .... nuff said. The "Laptop" .... is DEAD.
|
|
|
Post by Apple II+ on Oct 18, 2012 11:30:15 GMT -8
Was on the phone with a small store in Canada today talking about how they use email or phone to confirm shipping and certain details for shipments to the U.S. Had to stifle a laugh when the person on the other end said people find it convenient to just email from their PlayBook or BlackBerry.
|
|
|
Post by sponge on Oct 18, 2012 11:32:16 GMT -8
You guys think we will get this from Google as an explanation? "Umm, so you see it turns out that we got this Android thing kinda wrong. We were right that ads on Mobile are for sure the next big thing, but all those cheapskate Android customers turn out not to surf or buy squat. Who can blame us for not figuring that one out? Well, that ain't all. Also turns out that POS Motorola is LOSING money!! And guess what - that hurt our results! No one could see that one coming either. So today, we are switching strategies in order to reclaim Mobile leadership. You guys can't see this cause you are on a conference call, but all of us have "Go Apple - iOS rules" T shirts on. This is part of our new initiative that amounts to begging Apple to take us back. Eric has a new tatoo (hint - more Apple fanboyism) that he will be showing Tim Cook, if and when he gets a meeting. We figure if Eric promises to show it, that Tim will at least consider the meeting. What about Android you ask? We are giving it to that pack of screw-ups, previously known as Motorola Mobility. Then we are selling that entire POS back to the public in an IPO. Watch for more news on that coming soon. Don't be evil - please buy some." That was too funny.. Truly LOL. You might want to add the fact they have just figured out how many more million they will lose when Apple dumped their maps.
|
|
|
Post by Tetrachloride on Oct 18, 2012 11:33:36 GMT -8
GOOG is open, now at 693-694 which is PE of nearly 22, including this quarter earnings (quick dashboard calculation). I foresee a drop of $ 20 in the next week.
|
|
|
Post by chiongleng on Oct 18, 2012 11:42:34 GMT -8
|
|
|
Post by chiongleng on Oct 18, 2012 11:43:41 GMT -8
sorry, i mean googles chapbook
|
|
|
Post by chiongleng on Oct 18, 2012 11:44:38 GMT -8
googles crapbook
|
|
icam
Member
Posts: 447
|
Post by icam on Oct 18, 2012 11:48:10 GMT -8
GOOG is open, now at 693-694 which is PE of nearly 22, including this quarter earnings (quick dashboard calculation). I foresee a drop of $ 20 in the next week. When GOOG trades at AAPL's PE, they'll be tarring and feathering Eric Schmidt before they run him out.
|
|
|
Post by phoebear611 on Oct 18, 2012 11:52:06 GMT -8
I keep telling you that there are things done on "the street" that are "legal" but positions the market against the retail investor. There is no reason that GOOG can't call an analyst and remind him of xyz or abc when thinking about the numbers they are about to report. This helps the corporate guide the analyst to look at information they fear he/she may forget to incorporate into their quick analysis once the numbers are reported. But here's the rub - you would have to be a dumb shit analyst not to realize why they were saying that - and I would bet every share of AAPL I own that the houses where these analysts reside (shockingly) all had flat to short positions on their trading desks coming into today. Meanwhile is it legal - sure they gave no earnings guidance - but just by their actions and maybe by what they aren't saying - they are LOUD AND CLEAR. I rest my case.
|
|
icam
Member
Posts: 447
|
Post by icam on Oct 18, 2012 11:56:12 GMT -8
It is not legal. I am surprised that Forte would say such a thing. He has always seemed well thought out. If it had been passed around, why was it still going up? Oh yeah, so the big boys could dump into strength and leave the carcass for retail to fight over. I still do not get why AAPL has been hammered so hard. I am sure some of the ETF's had wholesale sellings, but this is crazy. CNBC in CYA mode right now with Forrt. He just CYA's himself again. Saying that the "bloggisphere" mistook his comments. 2 things: 1) I watched and heard his comments live. He was very clear. "Google was calling analysts for the past few days providing warnings". I'm sure CNBC will lose the transcript. 2) He must be one of our "visitors".
|
|
|
Post by artman1033 on Oct 18, 2012 11:58:19 GMT -8
GOOG earnings conference call at 3:30 PM Central. MSFT earnings conference call at 4:30 PM Central. TODAY.
|
|
icam
Member
Posts: 447
|
Post by icam on Oct 18, 2012 11:59:42 GMT -8
I keep telling you that there are things done on "the street" that are "legal" but positions the market against the retail investor. There is no reason that GOOG can't call an analyst and remind him of xyz or abc when thinking about the numbers they are about to report. This helps the corporate guide the analyst to look at information they fear he/she may forget to incorporate into their quick analysis once the numbers are reported. But here's the rub - you would have to be a dumb shit analyst not to realize why they were saying that - and I would bet every share of AAPL I own that the houses where these analysts reside (shockingly) all had flat to short positions on their trading desks coming into today. Meanwhile is it legal - sure they gave no earnings guidance - but just by their actions and maybe by what they aren't saying - they are LOUD AND CLEAR. I rest my case. So it's a back door way of providing earnings guidance. I either want to be on the calling list if it's legal, or I want Eric, Larry, and Sergi in a cell next to Raj Rajaratnam.
|
|
|
Post by mstrmac on Oct 18, 2012 12:04:28 GMT -8
|
|
|
Post by phoebear611 on Oct 18, 2012 12:04:32 GMT -8
I keep telling you that there are things done on "the street" that are "legal" but positions the market against the retail investor. There is no reason that GOOG can't call an analyst and remind him of xyz or abc when thinking about the numbers they are about to report. This helps the corporate guide the analyst to look at information they fear he/she may forget to incorporate into their quick analysis once the numbers are reported. But here's the rub - you would have to be a dumb shit analyst not to realize why they were saying that - and I would bet every share of AAPL I own that the houses where these analysts reside (shockingly) all had flat to short positions on their trading desks coming into today. Meanwhile is it legal - sure they gave no earnings guidance - but just by their actions and maybe by what they aren't saying - they are LOUD AND CLEAR. I rest my case. So it's a back door way of providing earnings guidance. I either want to be on the calling list if it's legal, or I want Eric, Larry, and Sergi in a cell next to Raj Rajaratnam. What I don't understand is why there is ANY communication with the company and the analysts during the "quiet period" before announcing earnings. And I agree - how the hell does this happen but Jon Fortt was clear - I heard him and one can almost watch the whole thing going down. More importantly -let's hope Mr. Softy helps.
|
|
|
Post by lovemyipad on Oct 18, 2012 12:05:04 GMT -8
See CMG!!!!!!
Lots of haircuts in high-beta land today...
|
|
Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
|
Post by Mav on Oct 18, 2012 12:08:51 GMT -8
WTF CMG?
EDIT: Oh wait...multiple in the mid-30s. Well, that may need...correcting.
We'll see how GOOG does tomorrow...can't say I'm not biased about which way I hope it trades...
|
|
|
Post by lovemyipad on Oct 18, 2012 12:10:23 GMT -8
MSFT misses...
|
|
|
Post by CdnPhoto on Oct 18, 2012 12:10:49 GMT -8
MSFT misses too Revenue of $16.01 billion vs $16.42 billion expected EPS of $0.55 vs $0.59 expected
|
|
|
Post by lovemyipad on Oct 18, 2012 12:11:24 GMT -8
Dare I say...the puts might have given us a floor today? LOD = 630.00 (on the nose)
|
|
|
Post by prazan on Oct 18, 2012 12:12:18 GMT -8
3.1 million does suggest that the total iphone number for the qtr should be above 25 mil. GOOF, er, I mean GOOG makes for good drama but I'm more interested in the VZ numbers today, and what they might predict. Last Q, VZ comprised 10% of Apple's iPhone unit sales (2.7 M of 26 M). Yesterday I visited a flagship VZ store in my area and was surprised to see how little floor space they devote to Apple. The iPhone and iPad were pushed to the back corner of the store. It's astonishing that a product that generates almost half its sales is given less than a quarter of its floor space, and the worst floor space at that. But back to the point. Sales of the iPhone 5 this Q will be weighted I think toward early adopters. You know who you are. You are the ones who were up past midnight waiting to jump online the moment the iPhone 5 went up for order. I suspect AT&T has more early adopters (crazed fanatics) because it was the sole provider of iPhones for some time. Is this something Apple would have forseen? If so, did they allot more iPhone 5s to AT&T? Clearly, VZ sold every iPhone 5 it was given. The question then becomes, Did Apple give more iPhone 5s to AT&T? The sale of 2.45 million iPhone 4 and 4s units (3.1 - .65) equals a 10% decline in sales of those models from the previous quarter. This is a very good number, much less of a decline than I expected. I'm not sure it will hold true through all carriers, but if it does, Apple could crush estimates this Q. The next question is whether or not the 650K iPhone 5 units reported will be predictive of 6.5 million sold. This depends on how Apple allocated the limited amounts to the various carriers.
|
|
Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
|
Post by Mav on Oct 18, 2012 12:12:28 GMT -8
That 630.00 on the dot print was interesting, wasn't it.
|
|
|
Post by CdnPhoto on Oct 18, 2012 12:13:48 GMT -8
That 630.00 on the dot print was interesting, wasn't it. Yesterday's low was $644.00
|
|