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<If that's an American buttload, then that's humongous!>
But dilleet can tell you it ain't nothing like uma bunda brasileira.
I can tell you that without hesitation.
Bunda blog http://bundablog.blogspot.com/2005/12/o-brasil-o-pas-da-bunda.html
Hot dog boys and girls
Hot diggety dog.
AppleTV - WLD, I agree, which is why I wrote the mixed opinion phrase...
seriously flawed iPhone,
Discounting the AppleTV, about which there is mixed opinion, what was the last seriously flawed Apple product at launch?
Woo Hoo Blue EOM.
Is this better? It is great! The most recent series of posts have been way better :).
The fun just goes on for now - I am pickled tink with AAPL, WAAAT's bought at $10 on April and surging ahead on volume today- latest quote $16.80.
Not only is the 45% of our self-managed PFs in AAPL doing well, but the rest of it is doing all right as well.
In the interest of balance, I suggest a moment of silence for anyone who made a big bet on DNDN or an earnings bet on CSCO.
Apple had an all-time high close yesterday
And all we can talk about is Human Resources stuff.
Sad on us. :)
JimisJim,
We have gotten older
Closer to the time when we want to retire
More diagnoses with each passing year
But we can still have some fun :)
I'm enjoying it.
It wants
more. Quack, quack, quack, quack, quack, quack, quack, quack, quack, quack, quack, quack, quack, quack, quack, quack, quack, quack, quack, quack, quack, quack, quack, quack, quack, quack,
IT WANTS MORE
hehe.
OT: performance evals
There are psychologists in Portland who do big business during the end Intel eval cycle. Those who score the lowest have some time to improve and then it is out the door - and there is a minimum % of folks who have to be in that range.
Oregonian newspaper did a big story on it in the past couple of months.
I remember Happenings
I went to a couple. They were fun, with folks just a-happening all over the place. That was the 60's / early 70's.n Some of you may be too young to remember, but may have read about them in history classes .
This Apple happening is fun also.
I wonder what happens when one
disaggregates Mac sales by age group. This past fall, I saw (in the Chronicle of Higher Education) a report on freshman surveys at a Southeast US university, but I do not remember which one. I may have posted it here.
Over a 6 or 7 year period, the percentage of freshmen who brought a Mac to campus had increased from the low single digits to over 20% - with the largest increases in the most recent years.
As it is the institutional buying season, I wonder how widespread that trend is and the extent to which it is influencing institutional computer lease/purchases this season.
iPod sales, wonderful
AppleTV sales, hope they grow
iPhone, could be huge
Macintosh sales increases - still a large part of the meat in this old geezer's opinion.
<Gosh darn it! iTerlet Paper Roll Holder!>
Well, I went above my usual core AAPL holding and put dang near all my free cash into shares and Jan 08 $100 calls the afternoon before the last earnings announcement (well, I did buy some puts as insurance at the same time) - so I reckon I could afford one of those now- but we just have one old iPod and I don't think I'll get one.
We did have a set of cheapie JBL speakers we used to travel with for the iPod, but the power brick got blown out on Isla De Mujeres last December so now we take the Bose computer speakers - not too much of a pain to disconnect them from the computer and reconnect them when we get home.
Maybe if I wasn't so thrifty......I'd just go out and buy another set of speakers.
I think holding some AAPL will be good for personal wealth over the next few years. I could be wrong and there are risks, but it has worked pretty well for the past few years.
The iToilet
Have you seen the toilet paper holders with the iPod dock built in? I think it is a real product.
Semi OT:
The only thing going up faster than DNN today are my Jan 08 $100 calls.
As the father of us all, Kurt, was wont to exclaim
Holy Cow of Calcutta.
Between the shares, the calls, the finally arrived warm, sunny weather - tis a good way to start the week here in the Pacific Northwet.
OT: CROX
Went to the mall last weekend for the first time in close to a year. There was a Crocs kiosk surronded by families with young kids. Lots of kids. I thought to myself, I thought, I oughta look into that stock. I didn't buy any. Wish I would have this morning :).
Bootz, I think they have a cobalt blue pair waiting for you - they are like the iPod of the young set.
away in May
Leaving on the 10th for a few days in Victoria, Vancouver and the San Juan Islands.
In our fund portfolio, will probably stay long international stocks.
In our IRAs I plan to stay long AAPL and metals, but how long will depend on a variety of things. About 15% cash in those accounts now.
Then there is the account managed by the Oregon Investment Council, the defined contribution part of our hybrid pension system (except, due to good negotiating by the Faculty Federation, it is the college that makes 100% of the contribution to it) I just hope the Investment Council keeps doing well :).
Mac History
Ms. Roni started using one at work - the first one they had was a Mac II. I remember Aldus Pagemaker as one of the first programs she learned, that and Illustrator. They went through regular upgrades there.
Our first at home was a Mac IIvx, sometime in the mid 90's. It was not the top model then, the 68040's were available, as I recall, but it was more affordable than those.
Next one was a Bondi Blue Rev B iMac, followed by one of the first 17" iLamps. We now have that one and a 20" G5 iMac we bought a couple of weeks before the Intel iMac was introduced.
Ron
OT: photos
Yeah, I did that on purpose to help make Bootz feel superior :), there were better photos on that website, and many more websites, but I was being efficient :)
We had a guava tree in one of our yards in Brasil. Fresh goiabada (guava jelly), is way good!!
OT: a photo of the plant from a google search
looks the same
The plant
From my friend: (I told him you were from around San Antonio - that Spurs thing, ya know)
It is a Pineapple Guava......Fejia sellowana .... gets rather large quickly, will not tolerate shade, needs at least 6 hours direct light to thrive and flower/fruit......nice plant, you see them in Cancun trimmed as topiaries.........
another option may for them may be be an Eve's Necklace.....Sophora affinnis....same family as the mountain laurel but not readily available in the nursery trade, may have to go to a native plant type nursery
San Marcos Texas. EM
Not OT: up 2.1% today. Cannot be OT since
42% of our self-managed stock buying portfolios are in AAPL shares and calls now.
OT Bootz: I sent your question and image to a friend who is a landscape architect and tequila aficionado in San Marcos.
Apple iPhone to exceed Windows Mobile by 2008?
Survey shows Apple may surpass Windows Mobile marketshare by end of 2008
Jonny Evans
Apple may grab as much as 6 per cent of the US mobile phone market in the next year – giving it a slightly stronger footprint in the market than rival Microsoft, a report claims.
Researchers at Markitecture surveyed 1,300 mobile phone users across the US to reach its projected figures. It found that 77 per cent of those spoken with to be at least "slightly familiar" with the iPhone.
It also noted that Apple has achieved positive first impressions of the product, finding that the more a consumer knew about the device, the more favourable their impression of the iPhone actually was.
In fact, 83 per cent of those very familiar with the device had "an excellent or very good impression of the product".
These positive reactions translate into strong sales: 6 per cent of those surveyed described themselves as likely to buy an iPhone in the next year.
Cost and users being on a different network than Apple's chosen partner in the US, AT&T, were cited as hurdles to buying an iPhone.
Microsoft CEO Steve Ballmer recently attempted to create his own 'reality distortion field' when he slammed the iPhone last week.
"There's no chance that the iPhone is going to get any significant market share," Ballmer said. "No chance. It's a $500 subsidized item. They may make a lot of money. But if you actually take a look at the 1.3 billion phones that get sold, I'd prefer to have our software in 60 per cent or 70 per cent or 80 per cent of them, than I would to have 2 per cent or 3 per cent, which is what Apple might get."
Microsoft holds just 5.6 per cent of the mobile phone market with its Windows Mobile software – but the Markitecture survey shows Apple could exceed that share within a year of the release of the iPhone.
http://www.macworld.co.uk/news/index.cfm?RSS&newsID=17920
Market buzz: Apple to buy 500 million Samsung NAND flash chips
Posted : 02 May 2007
Samsung Electronics and Apple Inc. are reportedly discussing plans for volume purchase of NAND flash chips that will be used in all iPods and iPhones from June to December 2007.
A Digitimes report cited industry sources saying Apple is requesting for 400-500 million 4Gbit NAND flash chips from Samsung during their recent meeting at Samsung's headquarters in South Korea.
However, industry sources reported that Samsung is not sure if its capacity can meet the demand given that the volume request is 10-15 percent higher than what was agreed earlier. The Digitimes report also mentioned that the memory maker is worried that an oversupply for NAND flash chips may occur if the sales of iPods and iPhones will not be as strong as predicted.
Industry sources reported that Apple is also in talks with Hynix Semiconductor, requesting the memory maker to increase its NAND flash supply in Q3.
AppleTV at Target and Costco??
http://blogs.business2.com/apple/2007/04/apple_tv_on_sal.html
Yes, tomm, but the main point
seemed to be that a portion of the improvements in margin was sustainable, due to increased direct sales by Apple. That was the point that led to my question.
Gross Margins
Some assert that the primary reason for the improvement in gross margin was component costs.
There is something else, perhaps. According to a Barron's article, "Charles Wolf, president of consulting firm Wolf Insights, says that Apple's gross margins on Macs sold at its stores are 10% higher than those it peddles through other channels."
Sound reasonable to you'se all?
Another Barron's article, reports on their semi-annual survey of money/fund managers.
http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_A/threadview?m=me&bn=60&tid=119...
I don't know at what point AAPL is a good buy. I suspect, if one's holding period is a year or two and if Steve stays outta jail any price around now might be a good one.
We're a couple months away from the release of the iPhone. If we are not that close, there will be a better buying point , maybe.
Twas one of those good 2% portfolio gain days for me, though Bootz, what with his exotic stocks may have done much better.
Metropick: please label these off-topic posts with an OT: in the first line.
Thanks
lango - credit..
It's official - you will hereafter be called ... Trader Ron.
Shucks, I'm just a simple country investor :), and goddess knows I have made at least my share of bone-headed, costly moves in the market.
While I will probably trade around the core - which this year has been around 10% of our IRAs (about 5% of our overall retirement accounts/savings), it was approximately 40% at market close yesterday. I think it is a relatively good time to be aggressively bullish with AAPL, but - it can still be seen, I think, as one annoucement away from a big haircut - with one from Justice in the case of Apple or from the SEC or Justice in the case of Pixar.
Hence the lower cost puts- I may roll those into the future through the successful introduction of the iPhone and the complete resolution of options backdating at Apple and Pixar.
I'd like to hear how recognizing some iPhone and appleTV revenues by the subscription model might affect earnings, and I have drank too much wine tonight to think about it- it makes my head hurt *grin*
Have I ever said anything positive about AAPL here? If so, hope some of you considered buying shares.
dilleet -buy, buy, buy, buy, buy - but only if you want to :) eom
Good call Lango. Credit where due and all that!! eom.
In a follow-up to my post about selling some Jan08 $95 calls,
in which I said I was ready for earnings - well, having the day off gave me some time so I did a couple of things:
Bought more AAPL shares @ 94.25
Bought some Jan 2008 100 calls @ 10.10
Bought some May 90 puts @ 1.50
Leaving for the dentist in 20 minutes or so. Earnings will be out before I get back.
George Foreman introduces the iGrill
Turn your backyard BBQ into an instant party with the iGrill from George Foreman. The iGrill has a 200 square inch nonstick grilling surface that is covered with George's Tough Nonstick Coating. The included 10 watt speaker system plays your favorite tunes from your iPod, MP3 or other USB music system.
Features
* Indoor/Outdoor Electric Barbeque Grill ipod ready
* 10 Watt speaker included
* 200 Sq Inches Cooking Surface
* George Tough Nonstick Coated Cooking Surface
* Adjustable Temperature Control Probe
* Model: GIPOD200
lango: From a purely pragmatic standpoint, this news suggests that Apple and AAPL have skated past a major risk. I'm surprised the stock isn't up a bit more in response. I expect a strong earnings report and to see the stock pierce the triple digit mark tonight/tomorrow.
Hope you are right on the earnings report and share price predictions.
OT: I am getting to watch more closely from home due to a campus closure today. A note was found on campus yesterday around noon, referencing Virgina Tech, today's date and other, unreleased details. They are taking it seriously.
I have a dental appointment at 1:00, but should be home before too much of the conference call is done.