Comments on: The Apple analyst who couldn't shoot straight

By: Andy, DC

Andy, DC — Tue, 18 Nov 2008 21:02:38 +0000

For those of you who actually know anything about the capital markets would actually know that FBR, the investment bank, is not ticker FBR and therefore is not a penny stock. They are also not declaring nor have they ever said they were declaring bankruptcy. FBR, the investment bank, is ticker FBCM, a different company. Not saying this analyst hit the nail on the head but I can give you one estimate that is accurate. Approximately 50% of the people on this fourum are ignorant and need to go back to capital markets 101 before being allowed to post on these topics.

By: ed, nyc, ny

ed, nyc, ny — Thu, 06 Nov 2008 15:13:08 +0000

Only Eric Savitz would quote this marginal 'analyst'. That's why Barron's suffers a credibility problem.

By: lebano , ottawa, ontario

lebano , ottawa, ontario — Tue, 04 Nov 2008 07:47:18 +0000

really a perfect analyst.. hats off…

http://www.lebanondiaspora.com/

By: Brian

Brian — Tue, 04 Nov 2008 05:34:40 +0000

What a kook.

If Apple is cutting production, that can only mean a new model is coming out for MacWorld. Look, they update iPods nearly this fast, why not update the iPhone? Any relatively small improvement, such as bluetooth (maybe, just as an illustration) would mean increased sales. What about a slightly larger model? Possibilities are virtually endless.

By: fred myers, los angeles,ca

fred myers, los angeles,ca — Tue, 04 Nov 2008 04:52:56 +0000

this 'analyst' doesn't know an iphone from an earphone

he needs to go back to walmart where he stocked shoes

By: Mr A, Chicago, IL

Mr A, Chicago, IL — Tue, 04 Nov 2008 04:14:37 +0000

It should be noted that Berger specializes in chips…

as in Burger King and McDonalds.

By: TimboM, Madison, WI

TimboM, Madison, WI — Tue, 04 Nov 2008 03:54:14 +0000

Hi again PED. Still didn't get a correction on the issue of Apple quarters vs. calendar quarters, which seems to be in error in at least one place in the article.

Also, it may be helpful for readers to know that FBR is currently trading at penny stock level and is in the process of declaring bankruptcy. Despite the fact that FBR trades for 65 cents per share, they manage the mind-bending feat of losing 4 times that, or $2.76, per share. That's would be like Apple trading at $100 per share and losing $400 per share. Based upon that performance, how can anyone from this company give analysis to another company?

By: Lakshmi, Houston, TX

Lakshmi, Houston, TX — Tue, 04 Nov 2008 03:17:14 +0000

Even a dead clock is right 2 times a day.

That's how analysts work.

By: Jake James, NY

Jake James, NY — Tue, 04 Nov 2008 02:57:42 +0000

Everyone, JD is correct and unfortunately most of your comments regarding these Apple supply chain notes are not correct. First of all as JD points out, FBR is talking about production, not sales. Second, Apple even said on their conference call there is 2 million units of channel iPhone inventory. Could this not ship for sales volumes in 4Q? Given that you people largely don't know what you're talking about, maybe you should give it a rest.

By: Kevin, Portland, OR

Kevin, Portland, OR — Tue, 04 Nov 2008 01:17:02 +0000

I kept wonder who are selling and buying AAPL based on one of these propaganda articles. But I believe most authors writing about Apple get paid to help others to achieve their own objectives. Small and smart investors should let the big players (who paid for these posts) to outsmart each other (and we out-smart them all).

Remember, if it goes down from here, buy. If it goes up enough (my own guess is that it will be $125-$130 by Christmas), sell. And you don't lose until you sell.

Agree?

ex ped: I guess I didn't get the memo. I certainly didn't get the check!