Comments on: Apple's stealth rally

By: Tom, Bismarck, ND

Tom, Bismarck, ND — Tue, 05 May 2009 20:37:34 +0000

Atlanta boy:

Practically everything on the Blackberry is Microsoft based. If you can't justify or back up your comments then perhaps you should try wasting hundreds of dollars on a Blackberry to find out for yourself. Then, when your problems occur, you can go into your service provider and have them give you all their Microsoft excuses as to why it may not work properly with an Apple computer. Or why it doesn't work with any computer. Or why it doesn't work at all. It's funny, Microsoft owners always expect their products to not work or to always crash, so dissatisfaction is second nature. In the IT fix it world I guess they call that job security. In the consumer world we call it JUNK.

By: Atlanta

Atlanta — Tue, 05 May 2009 15:30:06 +0000

no wonder Apple makes products for dumb people..

By: Tom, Bismarck, ND

Tom, Bismarck, ND — Tue, 05 May 2009 14:37:27 +0000

I am waiting to buy an iPhone once Apple opens up its service provider contract to include others or goes to Verizon. AT&T was a mistake IMO. Anyway, I own a Blackberry Pearl, I liked it for the first month but I have had problems with it ever since. I should have known because it was Windows based it would be a headache. Some of the problems: Totally goes black and locks up and won't charge. Won't ring so you have to take out the battery and and hope it resets itself and it won't sync with anything. Just a complete nightmare. I agree with everyone's assessment of why RIMM sold more phones. Lets hope Apple lets go of AT&T and opens up its iPhone to new carriers.

By: Seltzer, Texas

Seltzer, Texas — Tue, 05 May 2009 14:12:32 +0000

Face it people, these guys made a prediction. they didn't ascertain 100% scientific accuracy.

Back in the day before the iPod, I'm sure no analyst anywhere could have predicted Apple's resurgence. These guys make the best guess given the publicly known information at the time. The market decides how it acts on this information.

And since this drop in stock price didn't affect Apple in any measureable way, what are you complaining about? Did their cash reserves and bank acounts dry up when the price dropped? No. Did Did they have to shut down their R&D department and delay the new OS? No.

This is just how the market works; if you don't like it, don't invest.

By: James Katt, Monterey, CA

James Katt, Monterey, CA — Tue, 05 May 2009 13:33:49 +0000

Apple is the most pundit manipulated stocks. So many financial advisers talk it down at regular, causing its price to tank. Then it starts going back up again when people realize its intrinsic worth – that Apple is a great company with lots of money and is a money making machine.

I love it.

I buy on the low, reap the benefits as the stock goes up again.

I love it.

Watch. Apple's stock goes up and down in cycles. It's fairly predictable.

By: Steven, Atlanta GA

Steven, Atlanta GA — Tue, 05 May 2009 05:31:17 +0000

I've never understood how asking someone what they might buy in the next three months could be a barometer of anything besides wishful thinking. To use such numbers as justification to decimate a company which has been nothing if not well-run for the past decade borders on criminal.

By: iphonerulez, Brooklyn, New York

iphonerulez, Brooklyn, New York — Tue, 05 May 2009 01:43:47 +0000

There isn't much of a battle over which is better of Apple Mac vs (Windows) PC. The Mac is also a PC because it runs Windows (very well I must say). It's a given that the Mac is has better quality (judged by customer satisfaction) just like it's a given that most (Windows) PCs are cheap.

Anyway, Apple is in a class of it's own because they make quality computers and a quality smartphone. iPhone sales will soar along with the stock price when the new iPhone is introduced at a sold-out WWDC.

By the way, Microsoft share prices dropped a nickel today while the general market went up quite a bit.

By: KenC, Gardiner, Maine

KenC, Gardiner, Maine — Tue, 05 May 2009 01:30:19 +0000

And, just back to that Changwave survey that triggered Katie Huberty to downgrade Apple twice in a week. When the very next survey reversed itself, did you see Paul Carton issue a retraction for his previous negative conclusion? Did you see Katie Huberty make any change to her Apple price targets? Nope. The silence was deafening. The only thing I saw was Paul patting himself on the back, by cherrypicking things that he sort of got right.

By: KenC, Gardiner, Maine

KenC, Gardiner, Maine — Tue, 05 May 2009 01:28:04 +0000

I've been beating this drum for a while, but the Changwave Survey is unrealiable for anything but long-term trends. Unfortunately, as PED points out, back in the Fall, Changewave, aka Paul Carton, interpreted his latest survey as bearish in the short-term for Apple computer sales. This triggered Katie Huberty to issue two downgrades in one week, citing Carton's Changewave Survey.

The very next Changwave survey, showed that Apple computer buying sentiment had bounced back, to its previous level, which had been pretty stable for many, many surveys prior. In other words, it's become clear that that Changewave survey that triggered Katie Huberty's downgrades was ANOMALOUS.

The reason why these surveys are anomalous is because they are 90-day buying sentiment survey. There should be some smoothing of the data. And yet, when they do surveys monthly, the results show far more bumpiness than should be expected.

Carton should NOT be drawing short-term conclusions based upon his poorly constructed surveys. Like many stats that PED uses in-Stat, Gartner, NPD, etc., long-term trends are the safest and most reliable conclusions one can draw. Carton's attempt to glean short-term conclusions, is not borne out by the data.

By: pk de cville, VA

pk de cville, VA — Mon, 04 May 2009 22:26:40 +0000

"Don’t worry that the stock is going up on no news…"

Buy on the rumor, sell on the news!

Rumor: New iPhones and new iTablet

Stay tuned for news on June 8th.