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

To: slacker711 who wrote (174904)	9/23/2014 7:48:32 AM
From: rnsmth	Respond to of 213176

<<That doesnt matter to the long-term shareholders but for those who own options expiring in early 2015 (that includes me), I think Apple will need to sell above 60m to get much of a return from here.>> I have some January 2015 ITM calls that have done very well. I will not, of course, be holding them when we find out the Q1 results, in fact, depending on when Apple schedules the conference call, they may expire before then. They will be affected as much by the October earnings report and guidance for Q1 as anything else. Now, the April ITM calls I have, yeah, Q1 results will have an over-sized impact on those - assuming I am still holding them in mid-late January. Most of our option dollars are in Jan 2016 and Jan 2017 ITM LEAPs, though. Altogether the option dollars are around 20% of our portfolio.

To: slacker711 who wrote (174904)	9/23/2014 12:26:23 PM
From: 16yearcycle	1 Recommendation Recommended By HerbVic Read Replies (2) \| Respond to of 213176

My sense is that they do nearly 65 million phones or about 30% more than last year. They might even beat last years holiday q in the 2nd q of this year. Can they make enough phones? Can expectations next summer be that they can sell 15% more phones the following year after a year of 25% to 30% growth? That gets into wag territory but to me this was a slam dunk that the larger phone was going to hammer the competition for a solid year.