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Post by greedynoob on Oct 18, 2012 12:17:36 GMT -8
Crapbook is very compelling. It's another cheap netbook. The market has demonstrated an almost total lack of interest in its predecessors. Why would you call yet another one "compelling"
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Post by Tetrachloride on Oct 18, 2012 12:19:10 GMT -8
MSFT misses too Revenue of $16.01 billion vs $16.42 billion expected EPS of $0.55 vs $0.59 expected MSFT off nearly 2 % after hours. AMZN in flux but no drop after hours. Borg shields are down.
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Post by mstrmac on Oct 18, 2012 12:24:02 GMT -8
Crapbook is very compelling. It's another cheap netbook. The market has demonstrated an almost total lack of interest in its predecessors. Why would you call yet another one "compelling" Its features that copy aapl's experience not just its looks. It sync's with android.
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Post by adamthompson32 on Oct 18, 2012 12:26:42 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. This is part of a CFO's job actually...to guide the street to realistic estimates. In my old life (I'm only 32 but on my 2nd career) at a job with a mid cap retail chain I was in the CFO's office during a call he had with an analyst and there is no question heavy "steering" takes place all the time. Analysts are privy to a lot of info that retail investors aren't.
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Post by incorrigible on Oct 18, 2012 12:30:22 GMT -8
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. Subsidies are high for VZ on the iPhone. They make more money pushing Android phones.
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Post by phoebear611 on Oct 18, 2012 12:31:44 GMT -8
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Post by artman1033 on Oct 18, 2012 12:35:23 GMT -8
IMHO: it is not helpful for Larry to be whispering in the earnings call. Perhaps, he should have taken additional time off.
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Post by fas550 on Oct 18, 2012 12:36:38 GMT -8
MSFT on the wrong side of history in technology. PC Sales down therefore OS Sales down Enterprises moving to VDI instead of fat PCs. Windows no longer the dominant OS and loosing ground monthly. Windows Smartphone all most in the "All Others" section of smartphone OS market pie. Some stupid ass MS engineer wrote yesterday I believe that the display of the Suface was superior to the iPad even though the actual resolution of the iPad is higher. I think to myself, now the surface defies physics, well how novel. Wish I'd been a fly in the room when someone from marketing told that engineer that he had to, just had to go out and say the display was better; take one for the team kinda moment. Hopefully that comment will follow that engineer throughout his career. Is the future bright for MSFT? I say no and definitely not while Mr. Balmer is at the helm.
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Post by aapl4kiki on Oct 18, 2012 12:36:49 GMT -8
IMHO: it is not helpful for Larry to be whispering in the earnings call. Perhaps, he should have taken additional time off. Kinda creepy. He is not well.
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Post by gtrplyr on Oct 18, 2012 12:38:30 GMT -8
CNBC playing the Google call live ... is it just me or does Larry Page sound like he needs a oxygen tank ??
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Post by artman1033 on Oct 18, 2012 12:39:44 GMT -8
IMHO: it is not helpful for Larry to be whispering in the earnings call. Perhaps, he should have taken additional time off. Kinda creepy. He is not well. Maybe its me. But he sounds like a SERIAL KILLER from a movie.
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Post by Tetrachloride on Oct 18, 2012 12:40:58 GMT -8
PED dares Cramer to speak again
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Post by phoebear611 on Oct 18, 2012 12:41:14 GMT -8
This is not just Larry Page being hoarse - the guy sounds feeble and out of breath. Something is really wrong here and we know all too well that companies will deny or say nothing about these things. Not good. I feel for the guy - hate his company - but something is physically wrong with him for sure. He sounds exhausted at the end of each sentence...scary.
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Post by greedynoob on Oct 18, 2012 12:41:33 GMT -8
Its features that copy aapl's experience... Yeah, right.
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Post by aapl4kiki on Oct 18, 2012 12:41:51 GMT -8
Kinda creepy. He is not well. Maybe its me. But he sounds like a SERIAL KILLER from a movie. He sounds...thirsty. Give the guy a glass of water.
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Post by theirishguy on Oct 18, 2012 12:42:05 GMT -8
IMHO: it is not helpful for Larry to be whispering in the earnings call. Perhaps, he should have taken additional time off. Kinda creepy. He is not well. you are not kidding - truly weird . . .
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Post by gtrplyr on Oct 18, 2012 12:43:11 GMT -8
This is not just Larry Page being hoarse - the guy sounds feeble and out of breath. Something is really wrong here and we know all too well that companies will deny or say nothing about these things. Not good. I feel for the guy - hate his company - but something is physically wrong with him for sure. He sounds exhausted at the end of each sentence...scary. Agreed. Hope all is well with his health.
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Post by aapl4kiki on Oct 18, 2012 12:45:32 GMT -8
This is not just Larry Page being hoarse - the guy sounds feeble and out of breath. Something is really wrong here and we know all too well that companies will deny or say nothing about these things. Not good. I feel for the guy - hate his company - but something is physically wrong with him for sure. He sounds exhausted at the end of each sentence...scary. Agreed. Hope all is well with his health. Of course. I know we're making light of GOOG's sit but hopefully he just has a bug.
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icam
Member
Posts: 447
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Post by icam on Oct 18, 2012 12:47:50 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. This is part of a CFO's job actually...to guide the street to realistic estimates. In my old life (I'm only 32 but on my 2nd career) at a job with a mid cap retail chain I was in the CFO's office during a call he had with an analyst and there is no question heavy "steering" takes place all the time. Analysts are privy to a lot of info that retail investors aren't. None of which makes it legal, or right. "The street" includes you, me, every individual investor, and the pro investors. So if they are going to warn the street, they need to warn all of us at the same time, and not just the chosen few pro's, and their friends and family. Just because you we're part of the machine doesn't make it ok for it to happen. So, they either need to send out a Press Release, or send an email or call every shareholder, I don't care how they do it, but we all deserve the same information at the same time. I'm sick of the insider BS and the little guy getting F'd by the big boys.
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Post by mbeauch on Oct 18, 2012 12:50:28 GMT -8
MSFT misses too Revenue of $16.01 billion vs $16.42 billion expected EPS of $0.55 vs $0.59 expected I swear I was in the car and saw on CNBC that MSFT beat with .65c and over a billion on rev. This is messed up.
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Post by mstrmac on Oct 18, 2012 12:50:48 GMT -8
Its features that copy aapl's experience... Yeah, right. relax. kick back. I'm on your side.
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Post by cider on Oct 18, 2012 12:51:51 GMT -8
On September 18, when Apple was about $700 plus, I wrote a post here saying that I believed that there was a high probability that Apple would drop 10% to 12% in the near term, and that I was about to start watching the stock carefully on a day by day basis. I of course gave reasons for my view, which the moderator of this forum said struck her as useful.
Within minutes, I was vehemently attacked for expressing this view by certain regulars, especially somebody named JD.
In response, I suggested that participating in this forum was pointless, and my account, under the name goodwine, was deleted.
Meanwhile, on September 20, I got out of call options on the stock but retained long term holdings.
During the brief period of this discussion, some people expressed the view that it might be useful if people were permitted to express bearish views without being attacked. They were, and are, right. The fact is, I was the only person on this forum, which I have followed for a long time, to say that there was a serious short term prospect of a 10 to 12 percent reduction in share value. In fact, at the time, I was the only person to suggest that there was any significant prospect of a reduction in share value.
Meanwhile, I am seeing on this forum the same thing that I see every time that Apple has a reversal. A fair bit of panic, a good deal of it expressed as attacks on anyone in sight who might have a negative view, even if short term, on the stock.
The truth is, there was plenty of reason in mid-September to believe that Apple stock was in for a rough ride. I don't mind that people disagreed with that analysis, but I do mind that I was attacked for expressing it. Meanwhile, perhaps it is worth considering that many of the posts in reaction to Apple's performance in the last month demonstrate a great deal of emotionalism.
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icam
Member
Posts: 447
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Post by icam on Oct 18, 2012 12:53:32 GMT -8
PED dares Cramer to speak again Yeah for PED!
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Post by prazan on Oct 18, 2012 12:53:38 GMT -8
The misses from IBM, GOOG, and MSFT might set up a powerful rally for Apple if it can beat this quarter. Remember, the bar isn't set too high right now.
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Post by artman1033 on Oct 18, 2012 12:53:44 GMT -8
MSFT misses too Revenue of $16.01 billion vs $16.42 billion expected EPS of $0.55 vs $0.59 expected I swear I was in the car and saw on CNBC that MSFT beat with .65c and over a billion on rev. This is messed up. What is the telephone number I call on Mark for. HOW IS MY DRIVING?
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Post by aapl4kiki on Oct 18, 2012 12:59:00 GMT -8
MSFT misses too Revenue of $16.01 billion vs $16.42 billion expected EPS of $0.55 vs $0.59 expected I swear I was in the car and saw on CNBC that MSFT beat with .65c and over a billion on rev. This is messed up. You weren't seeing things. I have that same alert on my phone - about 44 min ago. They then corrected it. Hopefully no one here went all in MSFT based on that. Haha.
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Post by phoebear611 on Oct 18, 2012 13:02:18 GMT -8
I swear I was in the car and saw on CNBC that MSFT beat with .65c and over a billion on rev. This is messed up. You weren't seeing things. I have that same alert on my phone - about 44 min ago. They then corrected it. Hopefully no one here went all in MSFT based on that. Haha. Ditto - and they do that A LOT!
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Post by mbeauch on Oct 18, 2012 13:02:57 GMT -8
On September 18, when Apple was about $700 plus, I wrote a post here saying that I believed that there was a high probability that Apple would drop 10% to 12% in the near term, and that I was about to start watching the stock carefully on a day by day basis. I of course gave reasons for my view, which the moderator of this forum said struck her as useful. Within minutes, I was vehemently attacked for expressing this view by certain regulars, especially somebody named JD. In response, I suggested that participating in this forum was pointless, and my account, under the name goodwine, was deleted. Meanwhile, on September 20, I got out of call options on the stock but retained long term holdings. During the brief period of this discussion, some people expressed the view that it might be useful if people were permitted to express bearish views without being attacked. They were, and are, right. The reason your account was deleted was not because of your views. Lovey has been waving the caution flag for quite a while. This is a public forum and people like you wander in to stir the pot. I am sure you are going to say something soon that will get this account deleted also. You can't help who you are. Coming in here claiming your past does you no good, your past involved a deleted account, no credibility.
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Post by mbeauch on Oct 18, 2012 13:05:18 GMT -8
Ditto - and they do that A LOT! Sad part is I became happy thinking that MSFT beating good was going to be good for the market tomorrow. Throw that out the window.
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Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
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Post by Mav on Oct 18, 2012 13:07:23 GMT -8
I shorted AAPL a bit for cash flow. I don't recall any attacks.
iPad shorts AAPL regularly for hedges.
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