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kstarnes over on chat
the father of us aapl chatters
I did the go to chat.
typed in aapltalk
got to a chat window with pinzatodd
gotta run buy some supplies for tonight now
back later
File -> go to chat room
No longer shows up under File in iChat on my G5 with OS 10.4.11
The Spirit of AAPLTalk
Being apparently too stupid to open a chat room in iChat, if one is to happen, someone else will have to open it.
The coffeepot just finished gurgling. I need a cup :)
good morning everyone!!
dilly, so good to see you!!
thank you for letting us know!!
The Spirit of AAPLTalk
I'll open a chat room tomorrow morning when I get up
One of you East Coasters may be up earlier, and should free free to open a room and post the room name.
It it is not done when I arise, I'll call it aapltalk
I was remembering that today. I remember chatting about the introduction of the Bondi Blue Rev A iMac on AAPLTalk.
It was happening :)
From aaplinvestors.net
Found on another forum, Jobs' keynote first year back
http://pulsar.esm.psu.edu/Faculty/Gray/graphics/movies/Apple%20MacWorld%20Boston%201997%20The%20Return%20Of%20Steve%20Jobs.mp4
<What would you do with
Jan 140, 160 and 180 Calls bought at 12, 8 and 6?>
Sell to close, most likely :-.
I rolled my Jan 08 out to Jan 09 180's and 200's. I can look up what I paid for them and post it iffen anyone would like me to.
I am aboard
All together in our self managed accounts I am down to ~2% cash.
The rest is in AAPL shares and Jan 2009 LEAPS and precious metals.
Today was the 2nd best day of my investing life, overall up 7.5%
From a longer Appleinsider article on Intel Mobile platform
More specifically, those same people say, Apple has taken a liking to the upcoming 45-nanometer (nm) "Silverthorne" chip, agreeing to use it in not one but multiple products currently situated on its 2008 calendar year product roadmap.
Annie, I was thinking that Dilly surely
Would not check into a hospital without a patient wireless network.
Hope I should not have read ahead before posting this
Holy Crap dilleet
Best wishes!!
Let us know, eh.
Nothing in particular on my list right now.
No Jet Blue - but I would not be surprised if one of the funds in our 401k equiv plan accounts hold it.
Sold/Closed half of my Jan 2008 $180 calls
for $19 -bought this round at 14.90.
iPhone US market share Q3
Full article here: http://www.roughlydrafted.com/2007/12/14/canalys-symbian-apple-iphone-already-leads-windows-mobile-in-us-market-share-q3-2007/
Thank you Chas
You are a generous man
So far, so good. EOM.
I got so scared I bought more Jan calls twice on the dippage. Once again, I hope my timing didn't suck too bad.
I am not a market timing genii.
I don't know where to put money. I can tell you where I put mine. It is in AAPL, GDX, SLW, GG, OREX, CROX and some more speculative things I won't mention.
I do not advise you to put your money there. That is where mine is right now - and cash.
In the commodities area that Rogers likes, particularly among miners and energy, one has to do some considerable DD on country and political risks, among other things.
Good luck to you.
Ron
I know the diversification mantra,......
I be diversified
AAPL and precious metals and precious metal miners
Oh, and some CROX Jan 2009 calls and a small-cap pharma speculative stake and a Canadian oily sands explorer/developer.
Done okay by me :)
Apple (AAPL) shares have set a another all-time high today, with a modest assist fromCaris & Co.’s Shebly Seyrafi, who raised his price target on the shares to $225 from $215.
Seyrafi says field checks find that the company is seeing a mix shift to higher margin iPod Touch and Nanos. He also notes that NAND prices have dropped 30% since the company provided guidance on October 22. Seyrafi upped his estimates for the fiscal first quarter ending December to $9.4 billion in revenue and $1.67 a share, from $9.2 billion and $1.58. (Consensus is $9.3 billion and $1.54.) Nonetheless, Seyrafi actually is reducing his iPod unit estimate for the quarter to 25 million from 26 million to reflect increased concerns about consumer spending.
Seyrafi notes that Apple had advised the Street to expect gross margin in the quarter to drop to 31% from 33.6% on higher component costs; but he says it will be “much higher” than the forecast level due to sharp NAND flash memory declines and the mix shift to the Touch. He’s modelling 34.2% gross margins for the quarter.
Seyrafi raises estimates going forward: he now sees EPS for the 2008, 2009 and 2010 fiscal years at $5.39, $6.26 and $7.05, respectively. He had been at $5.21, 6.10 and $6.88.
Apple today is up $2.01, or 1%, at $196.22. The stock now has a market cap of $171.8 billion; for a little perspective, that is almost exactly equal to the current value of Citigroup (C), at $171.85 billion.
Found in another corner of cyberspace
Full article link -
http://www.computerworld.com.au/index.php/id;1949141825;pp;1
NPD says .Mac is second most popular retail offering so far this year
NPD: Apple’s .Mac second most popular retail offering so far this year
Tuesday, December 11, 2007 - 09:34 AM EST
.MacApple's .Mac online service "has been the second most-popular Mac offering at retail so far this year, according to The NPD Group," Eric Lai reports for Computerworld.
"For US$99, buyers get one year's access to Web-based storage, e-mail and address book syncing between their iMacs and iPhones, among other features," Lai reports.
"Still, customers may be taken a bit aback when they open up the .Mac box and discover "there's nothing in there other than a license key," said Chris Swenson, an analyst at the NPD Group," Lai reports.
"The conventional wisdom is that software as a service (SaaS) is finishing what piracy, open-source and the Web started: killing the packaged software market," Lai reports.
"But in fact, the packaged software market is still growing. According to NPD Group, US retail sales of packaged software so far this year (including those by online retailers) are up 10 percent," Lai reports. "Office 2007 alone has captured one out of six US dollars spent at retail on software so far this year, Swenson said."
Full article here
09:23 AAPL Apple tgt raised to $225 from $215 at Caris (194.21 )
Caris raises their tgt on AAPL to $225 from $215 and raises their G.M ests as their field checks note that AAPL is experiencing a mix shift to (higher-margin) iPod Touch and iPod Nanos, and N.A.N.D prices have declined by over 30% since AAPL last provided guidance on 10/22.
fibait - Congrats on the sales
Is 7 more than your usual day's labor? I do not seem to remember a number like that in your previous reports.
thanks
Ron
About what?
Apple's prospects, wealth, retirement
Whatever :)
Let us think together a bit
iPhone does not seem to be going the way of the Newton :). Reports of ramped up production this week. I still really enjoy mine.
Mac market share on the rise - whether you like Tobin Smith and ChangeWave at all, their surveys have tracked in the right direction. I think market share in Jan 2010 will be double what it is now.
I am currently 44% AAPL, about half of that split between Jan. 2008 and Jan 2009 calls/leaps - strike price on both is $180.
The 2008's were up about 47% last week.
I likey
Three month
Six month
One year
Two Year
Five Year
The Week in Apple
I like it - and the calls I am holding, of course, did far better than the shares - and I am not complaining at all about the shares.
Anyone feeling wealthier?
I am.
Dilleet: <aapl to surge to $250.00 by end of 2008", I'd be surprised if it doesn't hit that by back to school qtr 08>
I think we will see a new round of increased target prices and earnings/rev estimates over the next two months.
There are always risks and caveats - such as people must have money to spend :).
If there is no recession, I think the targets will be hitting the $275 - $300 level within two months. I think AAPL will hit those targets by this time next year.
Sure would make my Jan 2009 $180 strike price LEAPS happy dancers :).
Also reports of Apple having upped iPod Touch manufacturing orders for this quarter.
upside express
I'm on board
Thursday, December 06, 2007 - 09:12 AM EST — Apple Stock Quote: 185.50 (0.00, +0%)
Bear Stearns raises estimates, price target on Apple based on strong MacBook, iPod sales
Thursday, December 06, 2007 - 09:05 AM EST
Apple Online Store
"Bear Stearns analysts Andy Neff, Bill Hand and Ted Chung sent a note to clients today regarding Apple's holiday sales," none other than Andy Neff himself writes for Seekign Alpha.
Neff writes, "Based on favorable feedback from retail channel checks (strength in notebooks, higher iPod sales), feedback from Asia checks (which indicate sequential uptick in Mac units vs. [Apple's] guidance for sequential decline) and strong acceptance of [Apple's new Mac OS X Leopard], we're raising our rev/EPS estimates and CY08 target from $243 to $249."
"Despite AAPL's uncharacteristically strong Dec-qtr guidance, we still expect strong upside and are raising 1Q08 EPS from $1.65 to $1.75 (guidance is $1.42; Street at $1.54) on revs of $9.67bn (guidance is $9.2bn; Street at $9.33bn) based on Mac units of 2.2mm (up 1% seq vs. prior est. of flat seq) and iPod units of 25.0mm (up 145% seq and above our prior est. of 24.3mm)," Neff writes. "Given product cycles for Mac/iPod and Leopard OS uptake, we're raising EPS for FY08 from $5.25 to $5.40 and for FY09 from $6.90 to $7.00."
"We're raising our CY08 target from $243 to $249 (price of an 80GB iPod classic)," Neff writes.
RBC Capital raises estimates on Apple based on ‘massive Mac momentum,’ European iPhone success
Thursday, December 06, 2007 - 08:48 AM EST
Apple Online Store
In a note to clients yesterday, analysts at RBC Capital Markets reiterated their "outperform" rating on Apple Inc. (AAPL) shares and raised their estimates on the Cupertino California-based Mac-, iPod-, and iPhone-maker.
November data from the firm's Technology Adoption Panel point to 'massive Mac momentum' in the current holiday quarter. RBC expects 2.4 million Macs to be shipped in the holiday quarter, up 9% over last quarter's all-time Mac sales record (2.2 million units) and 47% over last year's holiday quarter. The firm expects worldwide Mac share to rise to 3.7% in calendar year 2008, up from an estimated 3.1% in calendar 2007, with Mac share of the U.S. PC market rising to 9.3% from 7.2%.
The analysts say that, based on store visits and meetings with carriers, Apple’s iPhone has been received well in Europe. Apple’s European iPhone sales are also ready to surge, with the product’s launch in other nations and the expected rollout of a next-gen 3G iPhone in "the first half of 2008," the analysts added.
EPS estimates for FY08 and FY09 have been raised from $4.80 to $4.81 and from $6.00 to $6.02, respectively. Analysts upped thier target price from $205 to $125.
RBC Capital expects Apple to sell 400,000-500,000 iPhones in Europe in Apple fiscal first quarter 2008.
Link on MacDailyNews.com
chasky, it is ok to sit out every once in a while
Really, it is.
http://aaplinvestors.net/
developing new site.
Lango wrote: I
I have to wonder if all those who defended Apple's corporate choice to hoard cash over those years, have any idea how much it cost them. I wonder what they'd be doing today with the extra $500-$600/shr they'd have in their accounts?
I have to wonder how many large cap companies have share price appreciation greater than Apple's in the last three years?
Three years ago Apple, split adjusted, was going for $32.50 a share.
Answer me that.
<Back to green on all of my AAPL at this point (jan & mar 190s). Even back up 30% on BIDU. Glad I can hold my breath for weeks :)>
chasky's options looking prety good at this point in the morning.
Good going Chasky!! Welcome back as a shareholder, spitsong :)
I think we're all going to be happy :) I am holding more $ in LEAPS than ever before - All Jan. 2009 $180s.
I do have concerns, but tonight it feels like there will be a Bernanke put out there. My concerns are more about the economy and consumer spending and less about things specific to Apple.