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The iPad: Losers and Winners

After over a year of analyst frothing, Apple announced the next step in its transformation of consumer electronics devices. The 2 predictable results of Apple’s announcement – the immediate sell-off of Apple stock and the collective feigned disinterest of Windoz apologists across the country – belies the truth. This is a device that will change [...]

Apple’s Q4 financials destroy estimates; TMA yawns loudly

According to The Wall Street Journal, the analysts have finally shaken a little bit of the stupid out of their Q4 estimates for Apple:
Investors have grown accustomed to Apple crushing Wall Street estimates, so there are strong expectations for the company’s fiscal fourth-quarter, which ended September. Nearly 20 analysts have lifted price targets since September.
Analysts finally stopped [...]

IDC: Mac Sales…bzzt…do not…psst…compute

Apple holds its quarterly earnings call on Monday, which means that analysts are tripping over themselves trying to anticipate Mac sales for the quarter.  Both Gartner and IDC predict Apple continuing to buck the trend – to the tune of 7 – 12% growth, depending on who you ask.
The folks at IDC (the same IDC [...]

Ed Bott, ZDNet: I’ve got a box for you to uncheck!

Ed Bott whines about Apple’s insidious Software Update while his site, ZDNet, spams new commenters with unsolicited emails through ZDNet’s comment registration.

Apple Gives Optimistic Earnings Guidance for First Time in Recorded History

So AAPL crushed the Street estimates yet again (yawn) and analysts, always quick to hop on a good thing once it’s happened, are bullish on the company for Q3.  Oddly, Apple’s third-quarter guidance of 34 percent gross margin and $1.18 – $1.23 in earnings per share was uncharacteristically optimistic, leaving analysts wondering whether Cupertino was [...]

Street on Apple: 10% year-over-year. TMA: Pfffft.

It’s time for Apple to report on earnings yet again‚ kiddies.  And the tech analyst keystone cop routine continues.  The beat’s worst weatherman is continuing the “yeah‚ but” style of analysis they teach at Harvard.  The consensus from the Street has Apple reporting earnings at $1.16 per share and 10% YOY growth.
Pffffffft.
Apple will stomp these [...]

Dear Jesus‚ Please Let Microsoft Make a Phone. Sincerely‚ TMA

Everyone’s favorite Microshill Mary-Jo Foley continues to build her case for a Microsoft entry into the mobile phone hardware business: Project Pink.
Not to be confused with a fundraiser for breast cancer‚ the interface for the Project Pink phone is supposedly being designed by the Danger‚ Inc. folks that M$ picked up via acquisition last year.  [...]

Technology Journalism Style Guide: Two Terms to Avoid

One of the recurring themes here at TMA is that most tech writing on the Tubes today sucks.  Badly.  The 2 major shitty writing contingents are: analysts who don’t know their industry and bloggers pretending to be industry insiders who don’t know their industry.
Present company excluded‚ of course.
One of the most telltale signs that you’re [...]

1 Million iPhone 3GSs – Exactly what Analysts…oh…

The Street once again undershot a number related to the performance of an Apple product‚ this time it was the number of iPhone 3GSs that would be sold over this past weekend.  Depending on who you were‚ you were either in the “right section‚ wrong aisle” or “does your head being up there affect acoustics?” [...]

Scott Moritz: GTFO

Scott Moritz is one of Jim Cramer’s merry band of stock manipulators over at TheStreet.com.   Either that or he’s really‚ really bad at his job – especially when it comes to Apple. I actually think sound investment advice would be “Do the opposite of what this toolbox says”.
Scott’s latest gem, available in both words [...]

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