tag:blogger.com,1999:blog-29297569.post1091191393959853247..comments2024-03-26T23:33:33.839-04:00Comments on Notable Calls: Apple (NASDAQ:AAPL): According to CIBC iPhone has seen a significant declinenotablecallshttp://www.blogger.com/profile/11353264365980606102noreply@blogger.comBlogger18125tag:blogger.com,1999:blog-29297569.post-43593216755414018272007-07-25T00:01:00.000-04:002007-07-25T00:01:00.000-04:00This comment has been removed by the author.JJ2000426https://www.blogger.com/profile/07973237146288465819noreply@blogger.comtag:blogger.com,1999:blog-29297569.post-71225158900211155402007-07-24T23:08:00.000-04:002007-07-24T23:08:00.000-04:00SWC down another 8.25% today. In the past three da...<A HREF="http://finance.yahoo.com/q/bc?s=SWC&t=5d" REL="nofollow">SWC</A> down another <STRONG>8.25%</STRONG> today. In the past three days it <A HREF="http://stockology.blogspot.com/2007/07/swc-capitulated-today-rally-tomorrow.html" REL="nofollow"><B>dropped</B> a total of <STRONG>20%</STRONG></A>. SWC is the <STRONG>only</STRONG> palladium and platinum producer in the US. Palladium and platinum are very important precious metals that see price <STRONG>trippled</STRONG> in the past three years. This is a stock with <A HREF="http://stockology.blogspot.com/2007/06/swc-is-next-apple-20-folds-in-4-years.html" REL="nofollow"><B>extremely bullish fundamentals</B></A> and this may well be the <STRONG>CAPITULATION</STRONG> event where you get an excellent entry point. See <A HREF="http://stockology.blogspot.com/" REL="nofollow">my analysis of the SWC fundamentals</A>.JJ2000426https://www.blogger.com/profile/07973237146288465819noreply@blogger.comtag:blogger.com,1999:blog-29297569.post-80391810698008054372007-07-24T18:40:00.000-04:002007-07-24T18:40:00.000-04:00This is an extreme S.T view. You should know that ...This is an extreme S.T view. You should know that their earnings are coming out within a day and the actual numbers are going to be in. And there will be surprises.<BR/><BR/>S.T view means a couple weeks. Not couple of days.cooolbabuhttps://www.blogger.com/profile/09386225536557818971noreply@blogger.comtag:blogger.com,1999:blog-29297569.post-75617677616928898052007-07-24T14:57:00.000-04:002007-07-24T14:57:00.000-04:00The AAPL "day before earnings FUDs" is a known phe...The AAPL "day before earnings FUDs" is a known phenomenon... everyone is free to take advantage of this :D<BR/><BR/>I also want to add that no matter how positive, even on a blow-out earnings report, AAPL always seems to disappoint partly due to some so-called "whisper" number that always seems to be 10X higher than what's reported.Anonymoushttps://www.blogger.com/profile/08959974404064268294noreply@blogger.comtag:blogger.com,1999:blog-29297569.post-19142050784748640122007-07-24T14:34:00.000-04:002007-07-24T14:34:00.000-04:00"Too many people here are trying to defend Apple w..."Too many people here are trying to defend Apple which makes me wonder a bit. I will short Apple on any bounce."<BR/><BR/>it makes you wonder... AAPL longs are trying to counter the shorts? :P<BR/><BR/>FYI, I already sold some @ 135 early last week, I'll be buying back as soon as it hits the right $ amount. I was tempted to sell more yesterday but was too busy at work to read up on the stock :(Anonymoushttps://www.blogger.com/profile/08959974404064268294noreply@blogger.comtag:blogger.com,1999:blog-29297569.post-16767212342642497862007-07-24T14:24:00.000-04:002007-07-24T14:24:00.000-04:00How long does it take to process iPhone registrati...How long does it take to process iPhone registrations? Is it possible that there is a 1 day lag with what was registered at AT&T and number of iPhones bought?Anonymoushttps://www.blogger.com/profile/08959974404064268294noreply@blogger.comtag:blogger.com,1999:blog-29297569.post-40585492747739411872007-07-24T10:41:00.000-04:002007-07-24T10:41:00.000-04:00Too many people here are trying to defend Apple wh...Too many people here are trying to defend Apple which makes me wonder a bit. I will short Apple on any bounce.matte351https://www.blogger.com/profile/05708332376970508979noreply@blogger.comtag:blogger.com,1999:blog-29297569.post-53314516338984577962007-07-24T10:24:00.000-04:002007-07-24T10:24:00.000-04:00I agree with Notable Calls. This market is very o...I agree with Notable Calls. This market is very over bought. We are SOO overdue for a correction and AAPL has run up on the iPhone launch news for too long. If I owned AAPL I would be looking to take some profits here.Orioles_Rulehttps://www.blogger.com/profile/17157564280676416206noreply@blogger.comtag:blogger.com,1999:blog-29297569.post-39687485549396455302007-07-24T09:43:00.000-04:002007-07-24T09:43:00.000-04:00S&P Downgrades AAPL to hold from buy based on valu...S&P Downgrades AAPL to hold from buy based on valuation <BR/><BR/>Analyst: Scott Kessler <BR/><BR/>We believe Apple's fundamentals remain strong on market-share gains in desktops and laptops, success with digital-media players and software, and notable inroads in the smartphone category. Based largely on these successes, we believe Apple should trade at a greater premium to the p-e-to-growth rate of the S&P 500 Technology Sector, and we are raising our 12-month target price to $155 from $135. However, we think our downgrade is warranted by risk-reward considerations, especially with expectations high and Apple scheduled to report June-quarter results on Wednesday. <BR/><BR/>Guys take it easy, Notable Calls is just posting what's out there, don't shoot the messenger!damndealshttps://www.blogger.com/profile/02836807765282076652noreply@blogger.comtag:blogger.com,1999:blog-29297569.post-44530524653645450262007-07-24T09:13:00.000-04:002007-07-24T09:13:00.000-04:00Looks like AAPL is down over 5 bucks in pre-market...Looks like AAPL is down over 5 bucks in pre-market.<BR/><BR/>NCnotablecallshttps://www.blogger.com/profile/11353264365980606102noreply@blogger.comtag:blogger.com,1999:blog-29297569.post-55132860941239459042007-07-24T08:48:00.000-04:002007-07-24T08:48:00.000-04:00D. Rich,I'll keep that in mind!NCD. Rich,<BR/><BR/>I'll keep that in mind!<BR/><BR/>NCnotablecallshttps://www.blogger.com/profile/11353264365980606102noreply@blogger.comtag:blogger.com,1999:blog-29297569.post-49106921613775642262007-07-24T08:39:00.000-04:002007-07-24T08:39:00.000-04:00You can short all you want, let me know if you nee...You can short all you want, let me know if you need a place to sleep after you lose everything you own.Davehttps://www.blogger.com/profile/09381224726477796823noreply@blogger.comtag:blogger.com,1999:blog-29297569.post-53833803624841148682007-07-24T07:59:00.000-04:002007-07-24T07:59:00.000-04:00Do people really go to business schools just to co...Do people really go to business schools just to come up with such thrash? CIBC's call is the worst and most senseless I have ever heard or read. This call needs to go into the record books.<BR/><BR/>I just read AT&T's earnings statement and I bet I got more information on Iphone's traction than the crap written by CIBC.<BR/><BR/>Notablecalls please stay away from becoming another Cramer on the web.DAILY MINDBLOGhttps://www.blogger.com/profile/15864971763445861270noreply@blogger.comtag:blogger.com,1999:blog-29297569.post-91220913056964483802007-07-24T07:47:00.000-04:002007-07-24T07:47:00.000-04:00Eric,Please scroll up. My calls are mostly s-t in ...Eric,<BR/><BR/>Please scroll up. My calls are mostly s-t in nature. <BR/><BR/>NCnotablecallshttps://www.blogger.com/profile/11353264365980606102noreply@blogger.comtag:blogger.com,1999:blog-29297569.post-6810047142389330952007-07-24T07:15:00.000-04:002007-07-24T07:15:00.000-04:00Notable Calls: Very bad call. You may get a short ...Notable Calls: Very bad call. <BR/><BR/>You may get a short term pullback as a result of this shoddy piece of work but I think you will be proved horribly wrong on this one. Agree with the comments above that sustaining a million phone sales every two days was impossible and hardly a surprise to anyone - except you apparently.Anonymoushttps://www.blogger.com/profile/13534068454152236811noreply@blogger.comtag:blogger.com,1999:blog-29297569.post-68735239672492285942007-07-24T06:52:00.000-04:002007-07-24T06:52:00.000-04:00"I've made many short and long calls on AAPL. Trad..."I've made many short and long calls on AAPL. Trading calls"<BR/><BR/>Mainly short, IIRC, but fair comment.Tommo_UKhttps://www.blogger.com/profile/12569233873671009685noreply@blogger.comtag:blogger.com,1999:blog-29297569.post-79434335304012366912007-07-24T06:48:00.000-04:002007-07-24T06:48:00.000-04:00Tom,"...Thin demand at best..."That does make me c...Tom,<BR/><BR/>"...Thin demand at best..."<BR/><BR/>That does make me cautious. <BR/><BR/>I've made many short and long calls on AAPL. Trading calls, Tom. I tend to focus on the s-t view. We've talked about this before. <BR/><BR/>And it's Notable Calls not Noteable Calls.notablecallshttps://www.blogger.com/profile/11353264365980606102noreply@blogger.comtag:blogger.com,1999:blog-29297569.post-28904166611387256342007-07-24T06:30:00.000-04:002007-07-24T06:30:00.000-04:00Of course demand has dropped from the launch.. do ...Of course demand has dropped from the launch.. do they really think Apple are going to carry on selling 250k/day? Now that all Apple Stores and AT&T Stores are fully stocked, there won't be queues around the block any more. If there wasn't a "significant drop" from the launch then Apple would be selling 7M iPhones/month Christ, what a stupid, dumb, pointless and meaningless call. <BR/><BR/>I agree with CIBC.. there has likely been an 80%+ drop in iPhone demand since the launch weekend. Apple are probably selling 500k-750k/month now. <BR/><BR/>And that's meant to get me worried???? For god's sake CIBC, do some f-ing maths. And as for noteablecalls advice to "short at will,".. I recall them saying that when Apple was at $78.<BR/><BR/>How's your short working out, Noteable Calls?Tommo_UKhttps://www.blogger.com/profile/12569233873671009685noreply@blogger.com