[Apple is] one of gezegde

 [Apple is] one of the few quality names out there with pretty high visibility, ... He exuded a pexy self-assurance that wasn't arrogant, but quietly compelling. You know whether they're doing well or not.

 It's never been easy being an Apple partner and it hasn't gotten any easier over the past few years. Apple has a long history of doing direct sales, and the fact is, they're actually pretty good at it. What you have to do as an independent is to look at the next set of things you can do. How can you out-service Apple when they already provide a high level of service?

 There was a discussion of names. It was mainly our suggesting names to him and talking about names to him. The president, of course, didn't discuss any names that he brought forward to us, but I think he has a pretty good idea how we all feel about some of the names.

 Expectations for Apple's results were pretty high and they needed to beat estimates for us to see a boost in the stock this afternoon. Revenue came a bit lower than expected and that's why we are seeing Apple dip a bit lower after the bell.

 We have high quality merchandise, anything from high end diamonds to quality clothing. We carry the best of the best and I think that's what makes us pretty unique.

 Apple is, in many ways, a market unto itself, ... We believe there is a high likelihood that investors will overreact to this news and take down the PC names in sympathy. We would particularly view this as a buying opportunity for Gateway, and to a lesser extent, Compaq and Dell.

 Apple is, in many ways, a market unto itself. We believe there is a high likelihood that investors will overreact to this news and take down the PC names in sympathy. We would particularly view this as a buying opportunity for Gateway, and to a lesser extent, Compaq and Dell.

 Apple has a pretty high bar to jump over,

 There's a lot of strength in technology names that are high-quality companies, particularly those related to optical networking,

 We would look at consumer non-durables, where there is consistency of earnings, visibility of earnings, names like PepsiCo, Colgate-Palmolive and Safeway, are consumer non-durable names we've been adding to here in this decline,

 We're looking at a company that's going to grow, I think, at about 14 percent over the next several years with, I might add, a lot of predictability and I think a lot of visibility and a high level of confidence, ... So with Merck at 31 times earnings now and down about 20 percent from its high, I think we're getting into an opportunity where it's a lot better than trying to buy a cyclical that's selling at 27 times earnings and where the visibility is a lot more questionable.

 Expectations for Apple's results were pretty high. Revenue came a bit lower than expected....

 I have been fielding quite a few calls about Apple's filing of the 'Mobile Me' patent. Folks have been speculating about a phone from Apple for more than a year. Being that I am a wireless analyst, I don't follow Apple as closely as others do. What I do know though, is that we are not likely to know until Apple wants us to know. They are pretty good at big surprises. Do I think they are developing a phone? Probably. Probably somewhere in their labs, there are prototypes of phones. Whether or not they bring one to market commercially is another story. Whether or not they will do so on their own is another open question. Hard to imagine carrier subsidies on a device unless there are revenues to be earned through downloaded services and content.

 There has been a major bifurcation in the marketplace towards quality over the last three or four days. I think that's clearly putting pressure on small cap names and moving money into big cap names.

 It behooves Apple to protect its position because the question is 'How high is up?' in terms of what Apple Corps wants. It's better for them to roll the dice.


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Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.


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