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Supply chain cuts for the Ipad. Here we go again…
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HOLY CRAP: Henry Blodget wrote that article!*
*Filter, AT! Filter!
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“Those guys? They’re in our Asia bureau. We don’t share that view.”
OK…
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And this is why we’re going to $1000
Demand>Supply
Grey market for apple products are huge already
Where’s my Jan 15 950/990s?!
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I think there should be a general rule here that no one posts a link to that Blodgett link whore.
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Violators can’t enjoy Gray Goose for a week.
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The Summer of AAPL is here. Enjoy it (responsibly) while it lasts.
AFB Night Owl Team™
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My vote for overlooked news item of the day.
Sept. 27 (Bloomberg)—JPMorgan Chase & Co. analyst Mark Moskowitz said research from his colleagues in Asia about a cut in Apple Inc. iPad orders doesn?t represent the views of the securities firm?s U.S. team.
?Apple is fine,? Moskowitz wrote.
US JPM analysts felt the need to distance themselves from Asian JPM analysts.
Also interesting,
The later note may have been prompted by complaints from Apple or large shareholders, said Bruce Foerster, president of South Beach Capital Markets in Miami.
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Apple? More like the shareholders.
If Apple was complaining, Digitimes would’ve been wiped off the Web years ago.
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The Summer of AAPL is here. Enjoy it (responsibly) while it lasts.
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For all we know, even IF the report was true, it could just be Apple cutting orders for calendar Q1 2012 in advance. Well duh. There’s one hell of a tablet comin’ down the pike in about 6 months…
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The Summer of AAPL is here. Enjoy it (responsibly) while it lasts.
AFB Night Owl Team™
Thanks, Steve. -
Forbes states that JPM withdrew the report.
“Contributing to the weakness in tech was what turned out to be an erroneous report from a JPMorgan analyst that said Apple (AAPL) had cut estimates for iPad production in China due to slowing demand, while in reality the consumer behemoth simply planned to shift much of that production to a new plant in Brazil. AAPL was down over 3% this while the news was out there, but bounced once the situation was clarified and JPM withdrew the report.”Signature
Read more at: Asymco Blog
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We all know how that worked out.
Chasmac77. Congrats. You pretty much nailed it. I can imagine the conversation in his office the AM. Starts with, “what the hell were you thinking…”. And maybe ends with, “you can get a cardboard box for you things from the supply closet”
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kevinhernandez
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We all know how that worked out.
Chasmac77. Congrats. You pretty much nailed it. I can imagine the conversation in his office the AM. Starts with, “what the hell were you thinking…”. And maybe ends with, “you can get a cardboard box for you things from the supply closet”
You’d hope it’s that.
Or maybe he’s getting a bonus for a nice buying opportunity.
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qualitywte
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For all we know, even IF the report was true, it could just be Apple cutting orders for calendar Q1 2012 in advance. Well duh. There’s one hell of a tablet comin’ down the pike in about 6 months…
If I were the Apple buyer, given the torid demand for iPad, I would give suppliers the maximum possible purchase numbers, then back off if not needed. If nothing else, it is a way to determine for sure they can deliver. Can you imagine the supply chain gyrations that must go on with Apple components? Especially after the Japan tsnumami and the Samsung crap going on.
It really makes me wonder just how “connected” these analysts are. I mean if they really knew the supply chain and had good intelligence, they would be able to predict the quarterly earnings better.
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We all know how that worked out.
Chasmac77. Congrats. You pretty much nailed it. I can imagine the conversation in his office the AM. Starts with, “what the hell were you thinking…”. And maybe ends with, “you can get a cardboard box for you things from the supply closet”
You’d hope it’s that.
Or maybe he’s getting a bonus for a nice buying opportunity.
Good point. Alternate scenario is high fives all around at the water cooler :-(
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For all we know, even IF the report was true, it could just be Apple cutting orders for calendar Q1 2012 in advance. Well duh. There’s one hell of a tablet comin’ down the pike in about 6 months…
If I were the Apple buyer, given the torid demand for iPad, I would give suppliers the maximum possible purchase numbers, then back off if not needed. If nothing else, it is a way to determine for sure they can deliver. Can you imagine the supply chain gyrations that must go on with Apple components? Especially after the Japan tsnumami and the Samsung crap going on.
It really makes me wonder just how “connected” these analysts are. I mean if they really knew the supply chain and had good intelligence, they would be able to predict the quarterly earnings better.
IMHO most analysts just have either too much to do to get into any serious level of research on one of the companies they cover. Alternately given how easy it is to make money in a up market, they are just plain lazy to do the necessary due diligence in a down market. I know two analysts and the stories they tell me about their collegues convinced me I’d be irresponsible to leave my financial future in the hands of such people which is why I do it myself. From this perspective I often cringe or laugh at fund managers advice and how they try to manage investors expectations.
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For all we know, even IF the report was true, it could just be Apple cutting orders for calendar Q1 2012 in advance. Well duh. There’s one hell of a tablet comin’ down the pike in about 6 months…
If I were the Apple buyer, given the torid demand for iPad, I would give suppliers the maximum possible purchase numbers, then back off if not needed. If nothing else, it is a way to determine for sure they can deliver. Can you imagine the supply chain gyrations that must go on with Apple components? Especially after the Japan tsnumami and the Samsung crap going on.
It really makes me wonder just how “connected” these analysts are. I mean if they really knew the supply chain and had good intelligence, they would be able to predict the quarterly earnings better.
IMHO most analysts just have either too much to do to get into any serious level of research on one of the companies they cover. Alternately given how easy it is to make money in a up market, they are just plain lazy to do the necessary due diligence in a down market. I know two analysts and the stories they tell me about their collegues convinced me I’d be irresponsible to leave my financial future in the hands of such people which is why I do it myself. From this perspective I often cringe or laugh at fund managers advice and how they try to manage investors expectations.
+1
I think a re-read of Liar’s Poker is in order.
