Apple Computer is trading off over 1% pre-market due to Dell Computer’s ugly preannouncement. While the health of the PC market is clearly in question, I would note this from Dell’s press release: “These estimates primarily reflect aggressive pricing in a slowing commercial market worldwide” For the time being AAPL’s fundamentals are driven by market […]
My friend Jeff Bagley did his usual great job covering the Apple Computer (AAPL) earnings release and conference call. I fully endorse his bullish view but since I’ve written extensively on AAPL, I wanted to offer a few observations of my own. As I have been saying for some time, I think the key to […]
Thanks to my friend and fellow StreetInsight.com contributor, Jeff Bagley, for again allowing me to reproduce his excellent summary of Apple’s June quarter earnings report and conference call. All is well for Apple as I have been repeatedly saying despite all the gloom and the declining stock price. The shares have lots of upside left […]
I wrote the following before my Barron’s showed up on Saturday with a bullish cover story on Apple Computer (AAPL). Barron’s has previously written negatively on AAPL so it shouldn’t come as a surprise that AAPL shares have firmed up this week. The story is consistent with what I have been writing about AAPL. I’ll […]
Analysts are predictably defending Apple Computer (AAPL) on last week’s news that the company is caught up in an options backdating scandal. Merrill Lynch did a good analysis showing that options granted very close to the annual low in the share price were only 5% of total options. None of these suspect options were granted […]
News broke last week that Microsoft (MSFT) won’t have a fresh operating system or a fresh update to Office for the Christmas selling season. On the other hand, all indications are that the new consumer laptops from Apple (AAPL) are selling above initial analyst estimates (which were probably conservative). APPL shares are trading near their […]
I believe the reason why the AAPL earnings report was initially greeted with enthusiasm was better than expected Mac sales. Since it’s AAPL and overly analyzed and picked apart by shorts, longs, analysts, investors, and day traders, there is lots of noise today about the future growth rate of iPods and the retail stores. However, […]
Apple reports it second quarter earnings for the period ending March 31, 2006 in less than two hours. The stock is likely to have a signficant reaction to the earnings and to the guidance the ocmpany provides for its June quarter. I am very confident that Apple shares will agian trade up sharply before the […]
Over and StreetInsight.com, where I write daily commentary, there has been a series of posts debating the value of Apple Computer (AAPL) shares. A StreetInsight colleague got the ball rolling with a cautious post. Another colleague and I took up his challenge and responded. What follows is the exchange as it is currently archived on […]
There continues to be a lot of chatter about Apple Computer (AAPL) and the potential French law that would force the company to open up its iTunes digital rights protection. One thing that I think is misunderstood is that the law will only really impact AAPL by forcing it to withdraw iTunes from the French […]
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