SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Apple Inc.
AAPL 259.35+0.1%Jan 9 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: MGV who wrote (165107)1/30/2014 5:09:31 PM
From: slacker7111 Recommendation

Recommended By
Road Walker

  Read Replies (2) of 213182
 
You conceded one point and missed a couple of others. You're a .300 hitter but, this isn't baseball. Sales in the channel count as sales. Sales to the channel are not problematic if they are predicated on having sufficient inventory for near term future sales. I'm persuaded that is the case with Apple. It is at least as important to refrain from chicken little analysis as it is to wear blinders. You tend to the former imv.

Your posts really are beyond awesome. Keep up the solid work.

Sales in the channel count as sales, unless its not Apple.

YoY sell through indicate that the iPad has flatlined. It is amazing how hard it is for you to acknowledge that.

Slacker
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News