AAPL Intraday Updates (Archive)

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    Posted: 25 July 2011 09:05 AM #46

    Eric Landstrom - 25 July 2011 11:54 AM
    iOSWeekly - 25 July 2011 11:47 AM

    RIM laying off 2000 staff

    Beat me to it.

    http://online.wsj.com/article/SB10001424053111903591104576467711532275104.html

    The company also announced another executive departure. Chief Operating Officer Don Morrison, on medical leave for an undisclosed reason, will retire after more than 10 years with the company. Morrison, one of RIM’s three chief operating officers, has been on leave since mid June.

    Two CEOs and three COOs? Too many chiefs.

         
  • Posted: 25 July 2011 10:47 AM #47

    Good luck Unique…

         
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    Posted: 25 July 2011 11:31 AM #48

    everyday - 25 July 2011 02:05 PM

    Let me disagree with you.
    This only one of the parameters to be taken in account.
    My radar indicates north direction for APPL
    Thanks.

    While I like your prognostication better, care to share more about your radar?

         
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    Posted: 25 July 2011 11:31 AM #49

    iOSWeekly - 25 July 2011 04:32 AM

    every quarter that passes whereby apple is able to produce more ipads, while at the same time experiencing a lack of a credible iPad competitor emerging, should be grounds for multiple expansion.

    At this point last year, the iPad was considered a great success, but all the pundits said the picture would be very different a year later “once Android tablets had taken off”. The Fact that this hasn’t happened should have removed some of the “Android doubt” that was possibly built into AAPL share price depression.

    The longer this situation continues with no credible iPad alternatives, the harder it will be for potential competitors to even consider ramping up production to anywhere approaching even 1/10th of what apple produces.

    The fact is apples competitors are lacking a critical component: customers. You may think that is obvious, but I’m referring to Android phones main customers, which are actually the Carriers (rather than end users). Carriers are the ones pushing android phones to the masses, using them as an incentive for people to sign a 2 year contract with Data.

    Tablets are a different story, the carriers have little interest, or experience, in trying to push tablets to their users. Thereby Android manufactuers have lost their main distribution channel and advertising partner for their tablet products.

    I was pretty confident last year that apple would remain the number 1 platform in tablets, but 12 months later I’m more convinced that the tablet market is going to more closely resemble the iPod market, with apple maintaining 75%+ marketshare.

    I like the analysis. The only part I might argue is whether Apple will get credit for dominating tablets, except so late after the fact it won’t matter.

         
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    Posted: 25 July 2011 11:40 AM #50

    madmaxroi - 25 July 2011 02:31 PM
    everyday - 25 July 2011 02:05 PM

    Let me disagree with you.
    This only one of the parameters to be taken in account.
    My radar indicates north direction for APPL
    Thanks.

    While I like your prognostication better, care to share more about your radar?

     

    Shhhhhhhh, don’t wake up the bears.

    Signature

    Adversity does not just build character, it reveals it.

         
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    Posted: 25 July 2011 12:15 PM #51

    Good Morning Boys and Girls

    Aapl is bucking the trend this morning.  Surprised to say the least, but it appears aapl is on a tear like it was from Jan 1- Mid February when we hit ATH at the time.

    I think our next line in the sand is 400 and then 425 if we get past 400.

    This week is critical in my view.  If we don’t get passed 400 soon, we can see sub 390 in short order.

    I will buy some in a couple weeks.

    I don’t see the iPhone 5 until mid Sept so that gives us 5 weeks of FUD to keep us down.

         
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    Posted: 25 July 2011 12:28 PM #52

    Unique - 25 July 2011 03:25 PM

    New ATH.

    are you worried?

         
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    Posted: 25 July 2011 12:36 PM #53

    We need to break 400 and hold it.  That is key in my book.

    If the debt ceiling deal comes thru we could see 410 this week.

    Buying puts on a day like this is smart, as long as we drop down later in the week.

         
  • Posted: 25 July 2011 12:38 PM #54

    Yeah!!!!!!

    I love the ATH green in the Apple Orchard!

         
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    Posted: 25 July 2011 12:41 PM #55

    Mercel - 25 July 2011 03:38 PM

    Yeah!!!!!!

    I love the ATH green in the Apple Orchard!

    I don’t feel that excitement yet.  When Mace says we have to break 400 in the next few weeks otherwise we could see 235 has me worried.

    Maybe I am paranoid, but this week seems very critical for the rest of the year.  Please tell me if I am wrong.

         
  • Posted: 25 July 2011 12:47 PM #56

    omacvi - 25 July 2011 03:41 PM
    Mercel - 25 July 2011 03:38 PM

    Yeah!!!!!!

    I love the ATH green in the Apple Orchard!

    I don’t feel that excitement yet.  When Mace says we have to break 400 in the next few weeks otherwise we could see 235 has me worried.

    Maybe I am paranoid, but this week seems very critical for the rest of the year.  Please tell me if I am wrong.

    Ask me in a week :-D

    Look, I’m betting with WS that there’s going to be a deal.  The lift from there isn’t likely to be great, but at least Apple’s upside won’t be harmed from a debt-ceiling catalyst.

    FWIW:  I’m scaling out a bit today.  Next batch is $400+  I’ll always stay 50% invested in Apple, however, so long as $500 per share is on the 6-12 month horizon.

         
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    Posted: 25 July 2011 12:51 PM #57

    20 minutes from 397 to 398.

         
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    Posted: 25 July 2011 12:53 PM #58

    Lucky to be 99% invested this morning (97% with AAPL & calls and bull spreads).

    About to sell some since all the brouhaha with the debt ceiling is starting to give me indigestion & insomnia. I’m actually pretty bullish on the U.S. in the next 2-4 years (and very bearish on emerging markets, particularly China) but market can over-react to anything in the next 2 weeks, and I don’t know if it will react up or down.

    Anyway, looking to short something (buying puts) as a hedge. But I DON’T want to short AAPL. Some ideas: NFLX, RIMM, BIDU. They all report after the bell. Actually very on the fence with RIMM, stock is being pushed down HARD today so might have a relief rally.

    Anyone playing volatility with these (or other) stocks?

    Unique, do I understand you correctly that you’re short AAPL and long BIDU?

         
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    Posted: 25 July 2011 12:58 PM #59

    Unique - 25 July 2011 03:55 PM
    Tetrachloride - 25 July 2011 03:51 PM

    20 minutes from 397 to 398.

    Huh?

    Went up 397—>398 in 20 minutes?

         
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    Posted: 25 July 2011 12:59 PM #60

    Unique - 25 July 2011 03:49 PM

    Pump up to dump a few million shares…that’s how you profit when you’re a hedge fund or big firm. Let’s see how high we can go…today or this week..

    Look at the volume go..

    What are your favorite put strikes and months?