Apple Inc. (AAPL) Message Board

He can't talk about what the "major customer" has not yet released. He can't even say their name. He did reiterate that they give guidance only one quarter out, and he told analysts to factor the margin reduction into their existing models, for whatever they're worth, which I guess are based on the "flat to moderate" growth he talked about in the Q4 CC. He did say "the opportunity to continue to add content and grow in to new form factors as they come out is still very high but we are in good shape in that regard".

Everyone is mad he came out with this news at the conference. If he waited until earnings, the lawyers really would have a case, and I expect he was told to nip that in the bud. Waiting would also put a damper on any positives that might come out by that time. Right after talking about the aforementioned "opportunity", he said "the two biggest concerns I have ever heard of is we are going to lose (inaudible) or our margins were going to go down. Now we have all those behind us." Margins clearly are going to drop. I wish I knew what the "inaudible" thing was, but unlike the margins, he didn't talk about "losing" anything anywhere else. And they are in everything Apple makes, from phones to tablets to laptops to lightning adapters.

I guess my point is, even if he had reasons to feel bullish, he can't state them. OTOH, if he had more reasons to be pessimistic, it seems like he would have given them. Hopefully this will be all the bad news for a long time. Better to look like an idiot for underpromising than over...

It's pi day, of course.

It's an investigation, not an actual law suit, right? What happened with the other stocks?

It's the real life SNL Change Bank.

Thanks. I can easily believe it's unique to Chrome, but whatever the reason, it shouldn't be happening. It's ridiculous that multiple people can post as "A Yahoo! User", and the worst part of it is, they cannot be put on "Ignore", and the vast majority need to be put on "Ignore". I sort of hope the resident cretins see this and start to exploit it in a big way; maybe that'll get Yahoo's attention, and they'll finally fix it.

Most people are identified by a unique user name. Some people however are identified as the generic "A Yahoo! User". How did you manage this?

The question always is, "How long will that prove to have been the right decision?" Selling stock out of fear, the longest I've ever been "right" has been a couple of months.

The people under the stairs.

This story was first "reported" weeks ago. As a Sunday night neg piece, it would have been a lot scarier to add some new negative information to it, such as corroboration from other suppliers of the alleged 50% drop in demand (from the ridiculous 65M figure). But they didn't do that, despite having ample time to find a "source" for such information. And really, why bother? Look at how the muppets dance anyway!

"Nada on Stocktwits" - That's a better positive indicator than any mention of it on Stocktwits.

So, given the text sparky13_8 quoted appear verbatim in that two month old article but is attributed by Forbes to a "Scott Kessler", I guess that makes sparky13_8 a teller of tall tales. Say it ain't so, sparky!

Who? Where?

If this stock purchase predicts "upside surprise", how would that not be insider trading? And if it's not illegally exploiting insider knowledge, why pay attention to it?

A couple hours later, and it's 10 more pages down. Surely there is one alter-creating idiot out there who is willing to answer my questions.

Bump since this very serious question has, in 1 hour, already been pushed down to the sixth page by mostly idiots and their presumed alters. Please, help me quantify the alter growth factor. Based on the fact that the "ignore" feature doesn't really put a dent in the babbling, I don't think it's steady state. I think it's exponential.

I wouldn't say that. However, Limbaugh is much, much fatter, and Stern has got more hair. Those things cannot be denied.

I think I'll just do what I was going to do anyway, which is to enjoy them paying me 1% rewards on my 0% interest credit card for another 12 months while I keep it maxed out, then I'll pay it all off at once, and then use it once a year to keep it active, without ever paying them a cent in interest or fees.

Waiting for their marching orders. They're not a news organization, you know.