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Technology Stocks : Apple Tankwatch
AAPL 259.48+0.5%Jan 30 4:00 PM EST
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To: Jeff Hayden who wrote (3629)4/12/2011 9:12:56 AM
From: i-node  Read Replies (1) of 32692
 
>> Your tantrum was meaningful?

Tantrum? I just stated the facts as I saw them. And frankly, I would say they are turning out to have been legitimate concerns.

The market is now beginning to flood with competition, AAPL is on the precipice of rapidly declining market share, the problems with the iPad are coming to light (as indicated by Syl's excellent 10-point post the other day which perfectly encapsulated the majority of my points), and we are getting this from the WSJ:

" Jeffrey Fidacaro, Susquehanna International Group: We are slightly lowering our iPhone estimates for the March quarter from the Street high due to a weaker consumer in North America and for the June quarter as our checks confirm that the iPhone 5 will not likely be available until this fall.

Scott Craig, BofA Merrill Lynch: We believe there could be some risk to consensus revenue estimates in F2H11 on slower uptake at Verizon (we still model 8 million incremental units in 2011), iPhone 5 delay (not likely, in our view)."

Sounds like I was pretty much correct, does it not?


Well enjoy yourself mucking around in Sylvester's swamp. It's an excellent place for those who can't stand the thought of anything Apple. After all Apple is a conspiratorial company, right? Where else can you find out about hopeless Apple wannabes?

I love the company as I stated and restated at The Dictatorship. I just think they're making some rather serious mistakes in judgment.
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