AAPL Intraday Updates (Archive)

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    Posted: 25 September 2011 09:05 PM #31

    Ah, futures.  Good sign but remember, it _could_ all turn around in an instant. 

    That said, if the news is OK enough, I see an up day for AAPL.  Maybe a pretty nice up day with a media invite.  That’s why I’ve got some chips on the table.  Let’s roll a 10-4!

    Uh…a 10 first. Then a 4.  You know what I meant.

    [ Edited: 25 September 2011 09:12 PM by Mav ]

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    The Summer of AAPL is here.  Enjoy it (responsibly) while it lasts.
    AFB Night Owl Team™
    Thanks, Steve.

         
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    Posted: 25 September 2011 09:11 PM #32

    I dunno Chas, are you seeing things getting much worse than August?  I’m not.

    Btw, what’s MB up to these days?  Heard from him lately?

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    The Summer of AAPL is here.  Enjoy it (responsibly) while it lasts.
    AFB Night Owl Team™
    Thanks, Steve.

         
  • Posted: 25 September 2011 09:30 PM #33

    Doug Kass sees four S&P outcomes (with odds):

    1.  S&P at 1,500 (15%)
    2.  S&P at 885 (15%)
    3.  S&P at 1,030 (30%)
    4.  S&P at 1,355 (40%)

    The full article:

    http://www.thestreet.com/story/11245827/kass-where-i-now-stand.html

         
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    Posted: 25 September 2011 09:53 PM #34

    DawnTreader - 25 September 2011 07:02 PM

    AAPL ended Friday trading at $404.30. Will we see $410 (or higher) as a closing this trading week?

    Lion, what do you expect this week?

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    Study the natural order of things and work with it rather than against it…  ? Tao Te Ching

         
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    Posted: 25 September 2011 10:17 PM #35

    Mav - 26 September 2011 12:11 AM

    I dunno Chas, are you seeing things getting much worse than August?  I’m not.

    Btw, what’s MB up to these days?  Heard from him lately?

    Mav, no idea really what’s going to happen. I’m in a pretty good place portfolio wise and being very conservative even though normally I’d be pushing a big pile of the chips in right now. Don’t know about MB, he took a pretty good beating here awhile back.

    Good luck tomorrow. Hope Unique is wrong for at least a few weeks, dude’s been scary right for quite some time.

         
  • Posted: 25 September 2011 10:21 PM #36

    http://tech.fortune.cnn.com/2011/09/25/apples-q4-2011-a-tale-of-three-wildly-different-estimates/

    Apple’s Q4 2011: A tale of three wildly different estimates

         
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    Posted: 25 September 2011 10:22 PM #37

    ...Mercel, not sure you’re gonna like this:

    From that Apple 2.0 article:

    The consensus of 7 amateur analysts (submitted to Apple 2.0):
    Earnings of $9.20 on sales of $34.36 billion

    Signature

    The Summer of AAPL is here.  Enjoy it (responsibly) while it lasts.
    AFB Night Owl Team™
    Thanks, Steve.

         
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    Posted: 25 September 2011 10:26 PM #38

    Mav - 25 September 2011 10:30 PM

    Euro zone uncertainty is, though, one reason why my current plan is to play the iPhone 5 anticipation and earnings run-up more conservatively.

    Me too. The macro stuff is really starting to stink up the house. I’m watching the developing macro/Europe sceene and not planning on buying any more “dips”. The next “dip” may just be the precursor to a real correction/crash. Aapl could easily trade into the very low double digit PE’s given enough of a market scare. Just saying.

      cheers
        johnG

         
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    Posted: 25 September 2011 10:32 PM #39

    You knew PED would have his amateurs vs. analysts article eventually.

    http://tech.fortune.cnn.com/2011/09/25/apples-q4-2011-a-tale-of-three-wildly-different-estimates/?utm_source=twitterfeed&utm_medium=twitter

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    Tim Cook: iPad is 91% of all tablet web traffic. I don’t know what these other tablets are doing.

         
  • Posted: 25 September 2011 10:35 PM #40

    Mav - 26 September 2011 01:22 AM

    ...Mercel, not sure you’re gonna like this:

    From that Apple 2.0 article:

    The consensus of 7 amateur analysts (submitted to Apple 2.0):
    Earnings of $9.20 on sales of $34.36 billion


    Wall Street is still using slide rules and for that I’m thankful.  The whisper won’t scale $9 given subterranean estimates from WS.

         
  • Posted: 25 September 2011 10:36 PM #41

    Mav - 26 September 2011 01:22 AM

    ...Mercel, not sure you’re gonna like this:

    From that Apple 2.0 article:

    The consensus of 7 amateur analysts (submitted to Apple 2.0):
    Earnings of $9.20 on sales of $34.36 billion

    FWIW.  I’m at 33.8B in Sales.

         
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    Posted: 25 September 2011 10:44 PM #42

    Mercel - 26 September 2011 01:36 AM
    Mav - 26 September 2011 01:22 AM

    ...Mercel, not sure you’re gonna like this:

    From that Apple 2.0 article:

    The consensus of 7 amateur analysts (submitted to Apple 2.0):
    Earnings of $9.20 on sales of $34.36 billion

    FWIW.  I’m at 33.8B in Sales.

    33..2 , $9.24. Bettin on great GMs. grin

         
  • Posted: 25 September 2011 10:46 PM #43

    Mav - 26 September 2011 01:22 AM

    ...Mercel, not sure you’re gonna like this:

    From that Apple 2.0 article:

    The consensus of 7 amateur analysts (submitted to Apple 2.0):
    Earnings of $9.20 on sales of $34.36 billion

    IMO 9.20 is very very high and not likely. I would love for Apple to hit or exceed those numbers.
    I don’t believe Apple can do that with no iPhone 5 in Q4. Which major carriers were added in Q4?
    China? No, Japan? No. I had heard something about India but that cannot be a major factor.

         
  • Posted: 25 September 2011 10:50 PM #44

    Am I wrong or did Apple guide much lower this time than in recent quarters?  I thought they had actually been a little less conservative in the past few quarters.  How can their guidance be 40% less than what we expect?  Is that really possible?

         
  • Posted: 25 September 2011 11:18 PM #45

    Since Apple iPhone sales grew in Q3 by adding new carriers.  Is someone tracking which carriers (w/dates) have announced iPhone4 availability?

    edited for grammar