1-Booming Sales of iPhone 5 Drive Apple to #1 in U.S.
2-Apple surpasses Samsung as top US cellphone vendor
3-Apple's margins predicted to change & improve with the seasons.
4-Apple becomes ‘most popular mobile vendor’ in global internet usage.
5-Apple prepping ‘iPhone Plus’ with 5-inch display.
6-Apple Grabs 70% of Global Smartphone Profits in Q4 Despite all the Talk of Samsung being the New Mob
7-Apple now makes more money from iTunes than it does from the iPod.
8-Gartner: By 2014, Apple will be as accepted by enterprise IT as Microsoft is today
10-Apple prepping ‘iPhone Plus’ with 5-inch display.
11-Apple execs, Turkish president in talks to supply 15 million students with iPads in $4.5 billion deal.
12-With all the talk in the press about Samsung being the king of smartphones, the real stats show a much different picture. It was reported last week that Apple has surpassed Samsung to become the top mobile-phone maker in the U.S. and a new report issued by Hong Kong's Counterpoint Research clearly acknowledges that Apple nabbed 70% of the global smartphone profits, Samsung 25% and Nokia 2%. How great is Samsung's leadership when they could only muster about a third of Apple's profits while offering 5 to 10 more smartphone models than Apple? It just goes to prove that Samsung's so-called smartphone leadership is in bravado alone pumped up by the press who thinks that market share is the only measure of leadership
Tim Cook, From Apple's fiscal Q1 2013 Earnings Call: "I know there has been lots of rumors about order cuts and so forth and so let me just take a moment to make a comment on these. I don't want to comment on any particular rumor because I would spend my life doing that but I would suggest it's good to question the accuracy of any kind of rumor about build plans and also stress that even if a particular data point were factual it would be impossible to accurately interpret the data point as to what it meant for our overall business because the supply chain is very complex and we obviously have multiple sources for things, yields might vary, supply performance can vary. The beginning inventory positions can vary, I mean there is just an inordinate long list of things that would make any single data point not a great proxy for what's going on
Sentiment: Strong Buy
Concerted bear attack by CNBC since Sep 2012, no doubt. Question is, WHY? Who is paying them off? Follow the money (or stock options?) With literally billions at stake, this deserves a CNBC investigation into conflicts of interest, and stock manipulation. Heads will roll!. Connections with GS (Cramer) are obvious problems, and corruption is clearly suspect.
John Brownlee has a great stock photo of a professional model using an iPhone. The aforementioned Samsung artfully dropped in a Galaxy S4 image in place of the iPhone.
Hey. Original photography costs real money. Of course, Samsung is the same company which paid bloggers to flood the web with false reviews and comments about a rivals smartphone. We’ve all seen the anti-iPhone television commercials which depict iPhone users as old morons.
Sure, that’ll get an iPhone user to try out a Samsung product. The Next Web has news of Samsung using screenshots of the iPhone’s Maps app to promote the Galaxy Player.
There’s a reason why Samsung lost a multi-billion dollar patent fight against Apple.
While Apple’s marketing efforts seem more in tune with a giant sloth than a high powered technology company, Apple’s competitors have set a new high in lows.
Samsung, never a company too shy to poke a stick in your eye for using a competitor’s product, has been caught red handed. Again.
The Galaxy maker has been caught lying more than a member of congress, yet still insists it’s fun to shoot itself in the foot.
I wish I knew myself but I know for a fact that Chinese middle class is very eager to get iPhones.
There is still more using cheaper phones used in emerging markets and it is a matter of time that smart phones like iphone take some marker share from the cheaper version made by Samsung .
Sentiment: Strong Buy
All these performance stat's will become increasingly meaningless unless Apple Mgmt puts their HOARD OF CASH to work. Management is decimating the stock, and ultimately, the company.
Maybe Cook and the rest of his clown brigade think that THEY will just pocket this cash one day and walk away?
Who knows? But at any rate, it's completely and totally destructive to sit on this cash, that's COSTING them NOT to put it to work.
We are talking about two different things. Nothing fundamentally has changed with AAPL but greedy option traders are spinning all the positive with the help of CNBC to empty small investors pockets.
No matter what AAPL does as long as this kind of manipulation continues nothing is going to save the small investors.
The only way to get rid of option traders is for AAPL to split the stock 1/10 so the size of option trading become much less and investors have more control over their shares.
Sentiment: Strong Buy
Well, if Apple ends up paying 6% real div rate, that'd be something. I don't personally think that'll happen, though. Mgmt won't want to turn over that high a rate, with their upcoming plans of U.S. manufacturing sites to come. They'll want to allocate cash flows to the buildout, and to R&D ... which i think they should do. With Apple's talent pool, R&D is a better investment. However, i do think the div rate should go up, something like 3-4%. Perhaps 6% (or higher) would be supportable down the road, say in 4-5 years.
Even Cramer's Kiss of Death speach yesterday stated that the bottom will be solidly in once the buyback and increased dividend announcment is made. He trys to talk extremely fast after saying Apple is dead until they beat estimate, aquire a company like NFLX or twitter, than scrambles something about or they announce a buyback or increased dividend.
That's his little game to tell everyone later, "well if you listened closely, I did state the buyback and increased dividend. I had to say it quickly because I was running out of time and going to a commercial, but if you listen closely, I did state it correctly"
We all know the company will take care of shareholders and give back some of their cash, so there nothing left but to wait a couple more days and all this b.s. will be over and we move upward!
Increased dividend and buyback program annoucement pre-market Monday, 3/18/13!