The Position Makers

Analysis by Market Junkies

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Entries Tagged as 'Apple (APPL)'

Where’s the product your company sells on the adoption curve?

February 11th, 2008 · No Comments

Yesterday there was an interesting op/ed piece from W. Michael Cox and Richard Alm, both prominent members of the Federal Reserver Bank of Dallas.
The two economists were examining income flows for Americans and essentially making the claim that the income gap between the top earners and the lowest earners wasn’t indicative of the standard […]

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Tags: Apple (APPL) · Blabber · Energy · Evergreen Solar (ESLR) · Garmin (GRMN) · Green Tech/Energy · Market Conditions · Nintendo (NTDOY) · Nokia (Nok) · Retail · Tech

My head is spinning with all the news

January 31st, 2008 · No Comments

so what was the headline that greeted me this morning when i visited finance.google.com for the first time (i visit often)?
What The…?!? Garmin Enters Cell Phone Market With iPhone Look-Alike
i was of course intrigued.  i was then very scared.  garmin was taking a big step into uncharted territory.  but then i thought, “but yeah, they’ve […]

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Tags: Alan Greenspan · Apple (APPL) · Blabber · Garmin (GRMN) · George Soros · Market Conditions · Nintendo (NTDOY) · Nokia (Nok) · Recession

Apple is getting pummeled.

January 23rd, 2008 · 1 Comment

WOW. Apple (APPL) is down to $134. That’s a far stretch from it’s near $200 high range. OUCH. Was down over $5 yesterday and down another $21 today (DOWN OVER 14% JUST TODAY!). Seriously, that hurts.
[8:36am] Update: Down to $130 (Down 16% today!)

[…]

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Tags: Apple (APPL) · Bearish · Steve Jobs · Tech

Steve Jobs Macworld 2008 Keynote in 60 Seconds

January 21st, 2008 · No Comments

Mahalo Daily cuts out the fluff and delivers us the entire MacWorld 2008 / Steve Jobs keynote in 60 seconds.

read more | digg story

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Tags: Apple (APPL) · Steve Jobs · Tech

MacBook Air - My First Impressions

January 20th, 2008 · 2 Comments

So with all the fanfare about Apple’s new product (and the Street’s lukewarm reception), I felt I had to check it out myself. Luckily I live in San Francisco and was able to head on over to MacWorld 2008.
I was surprised at how light the MacBook Air actually felt- it was like picking up a […]

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Tags: Apple (APPL) · Tech

Apple MacBook Air, Apple TV Take Two, Time Capsule, iPhone…

January 16th, 2008 · No Comments

So we finally got to MacWorld 2008. That funky “There is something in the Air” statement has become a reality, but the stock market doesn’t seem to care too much. I have gone around the web and gathered up some links for those who missed out on MacWorld and don’t know where to look to […]

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Tags: Apple (APPL) · Blabber · Steve Jobs · Tech

Scathing Review of Nokia’s N95

December 19th, 2007 · No Comments

came across this post this morning.  eek.  talk about a harsh review.
i’m currently long NOK but am starting to doubt the co’s long-term position as “#1″ in the market.  any thoughts?
is nok going the way of motorola?

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Tags: Apple (APPL) · Bearish · Nokia (Nok) · Retail · Tech

Just an update

December 18th, 2007 · 4 Comments

No time to really write at the moment, I’m swamped with work. I shorted AAPL at 186.40…… more to follow

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