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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Cogito who wrote (113175)	5/29/2011 12:37:21 PM
From: 2MAR$	Read Replies (1) \| Respond to of 213182

Yah , have to agree that Zacks is a little late with the downgrade , if you can call it that . Mentioned over a month ago here & other thread thinking that lead of AAPL's would be challenged sooner than later & the competition i've seen only just since the iPad II release has really stepped up . (Talking mainly phones of course ) The loyal millions of the AAPL fan base ( heavily monetized ecosytem) always its guarantee & expanding but know that Google has no intentions of sleeping at the wheel like Balmer did over at Softie letting them take over the greatest killer app of them all then , music downloads . (How they let that slip away is beyond me) * If you wanted to make good money shorting MSFT then then "$30s" or any where near it MSFT was "golden" ...and for the last 8yrs running !! They've recently REALLY started to light a fire under Balmer's Bum, the stock even rose last week after this news , calling for him to step down ...so the fat man is really going to have to step up & go on the warpath & pull some rabbits out of his hat..maybe break some office furniture & throw a few more temper tantrums ? ;o) finance.yahoo.com

To: Cogito who wrote (113175)	5/29/2011 2:30:59 PM
From: 2MAR$	Read Replies (1) \| Respond to of 213182

Foxconn planning to build $12Bil Apple assembly plant inland near Sao Paulo Brazil chinatechnews.com maybe this wasn't posted , HUGE Chinese inroad & investment in Brazil A delegation from Foxconn will soon arrive in Brazil to release more details about the construction of the new factory. Apart from the assembly of iPads and iPhones, the new plant may also produce computer screens. Foxconn will reportedly invest USD12 billion in the new plant and the company's main demand is that the Brazilian government will allow iPhones and iPads to enjoy the same preferential tax treatment as computers and laptops. According to reports in local media, electronic components for Apple products have already been shipped to the warehouses in the FazGran industrial area, which is in the suburb of Jundiai. Foxconn declined to comment on the news.

To: Cogito who wrote (113175)	5/30/2011 10:58:01 AM
From: Emile Vidrine	1 Recommendation Read Replies (1) \| Respond to of 213182

""After launching a series of innovative products (iPod, iPhone and iPad) successfully, Apple has failed to unveil any new innovative products in recent times." The iPad was introduced a little over a year ago. That isn't "recent times?"" This is clearly an exaggeration planted in the midst of an interesting Zaky analysis. (He also said the Iphone has been out 5 yrs. at the time of the writing when in fact it was out only 3yrs and 11months.) Far more troubling, imho, is Zaky's deliberate distortion (libel is the more accurate term here) about AAPL's "channel stuffing". "However, I still expect a modest sequential decline in iPhone sales as a result of channel stuffing in fiscal Q2. As Peter Oppenheimer (Apple's CFO) pointed out in the Q2 conference call, Apple increased its channel inventory by 1.7 million units last quarter," This is either a serious libel against Oppenheimer and AAPL or AAPL is engaging in the illegal activity of channel stuffing. Definition of channel stuffing: channel stuffing- An illegal practice in which a company willfully sells more of its product to distributors than the distributors can sell to customers. The company makes these sales on credit, which temporarily boosts its accounts receivable and by extension its current assets. This makes the company look healthier than it really is... I listened to the last earnings report very carefully on this subject. Oppenheimer clearly stated that the increase in the number of Iphones in the channels was a result of the large number of increased countries selling the Iphone in the quarter. In other words, the increase in the number of distributors increased the channel numbers. Consequently the percentage of channel inventory remained constant or slightly lower than the previous quarters. So Oppenheimer was clearly stating that there was no channel stuffing despite the greater number of Iphones in channels. Zaky has made a serious charge against Oppenheimer and AAPL! The false accusation of channel stuffing coupled with the exaggerations of "Apple has failed to unveil any new innovative products in recent times.", 'the Iphones has been out 5 yrs', makes one wonder if Zaky has an axe to grind. Despite this, his predicitions have been good in the past and are worth considering.