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Re: KCMW post# 70138

Sunday, 06/24/2007 11:21:08 PM

Sunday, June 24, 2007 11:21:08 PM

Post# of 147299
KCMW wrote: As far as stock movement - I dunno know

I don't know in the short term either. I bought Jan 100 and 120 calls - I think I reported that here. I have been in and out of those - this is the 3rd time, and have made good to great money the first couple of times. I also bought some July 115 puts last week. Those are trading positions. When added to our shares, 39% of our IRAs are in AAPL shares and options. The shares are now long term investments.

I do have some questions about Apple to which I do not have clear answers.

1) Exactly what is the amount of money Apple will get from AT&T for each new iPhone account, and how much will Apple get on a monthly basis for each continuing iPhone account?

2) How will the subscription model be viewed by the market? Will Apple be seen as having more financial stability by placing its new business and its hobby under this revenue and earnings model? Could it, all other things being equal, result in P/E multiple expansion or contraction?

3) Has anyone see or developed a reasonable model incorporating iPhone revenues and earnings into the Apple revenue and earnings models.

It seems to me that a case could be made that current estimates are on the low side.

4)Should we have an expectation of increased estimates and share target prices once some iPhone sales happen and are reported?

At least with the iPhone, there should be some news coming out of AT&T as well as Apple. Maybe the news flow will be a little freer,

Roni has made some good moves, I never actually tracked his hit/miss ratio, but I suspect a solid academic study of it would put him in the 'super-trader' category.
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