In my preview note on Apple Computer (AAPL), I failed to provide an update as it relates to March quarter guidance. What the company says about guidance is probably more important for the stock price than what they report for December. Among just those analysts who have adjusted since Jobs MacWorld update, EPS estimates for […]
Apple Computer (AAPL) reports after the close today. Following Steve Jobs comments at MacWorld last week estimates have moved up sharply. Jobs guided to $5.7 billion in revenues for the December quarter and analysts who have adjusted their estimates are tightly clustered around this figure. There was no specific guidance on EPS at MacWorld so […]
As outlined below, I bit the bullet and sold all client and personal holdings in Yahoo (YHOO) this morning. I don’t think the YHOO story is over but the purchase was designed as a trade and discipline and the analysis in this post means that at least for the short-term it was time to move […]
NTL has raised its offer for Virgin Mobile and given minoirty shareholders an option to take stcok in the new NTL. Richard Branson has gone further and is willing to take a slight discount to what the minority Virgin shareholders will receive. The revised offer was enough to bring Virgin to the negotiating table as […]
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