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Good information it gives me a better insight than...

2008-11-25T15:31:00.000-08:00

Good information it gives me a better insight thanks.

Andy,You provide a thoughtful and valuable service...

2008-11-04T09:22:00.000-08:00

Andy,

You provide a thoughtful and valuable service here. Sure appreciate your hard work and diligence. Well done! Please keep it up.

@anon "Apple is such a religious that you all wors...

2008-10-08T10:51:00.000-07:00

@anon "Apple is such a religious that you all worship". Our PC/Mac preferences are not the issue here, our stock portfolio is. If you are buying APPL because you are a fanboi, that is a bad way to invest. If you are an investor because, the numbers add up, then this is good information to make informed decisions as to whether to buy/hold/sell. This adds credence to my information that the market has currently undervalued APPL once again.

Guys,From an iPhone user but long time GSM exper...

2008-10-08T06:35:00.000-07:00

Guys,

From an iPhone user but *long* time GSM expert (worked with Apple on connecting the Newton to GSM networks 14 years ago) about TACs. Each TAC may have *up to* one million phones. It's a *Type* Allocation Code, so if there is a change (as is both very likely and known to have happened in some cases) in the hardware configuration, *particularly* as it involves RF, there'll be a new TAC, but less, perhaps many fewer than one million phones in the TAC. Key question: are there high serial numbers present within each TAC range? If so, then you're OK. If not, then there will be many fewer than one million phones associated with that TAC. YMMV.

Apple is such a religious that you all worship

2008-10-07T18:19:00.000-07:00

Apple is such a religious that you all worship

Anonymous, the spreadsheet mentions in footnote 15...

2008-10-07T09:31:00.000-07:00

Anonymous, the spreadsheet mentions in footnote 15 that the last digit of the imeis was zeroed for privacy reasons.

On the iPhone 3G Accessories selling websites you ...

2008-10-07T05:26:00.000-07:00

On the iPhone 3G Accessories selling websites you can choose for like its Chargers, FM Transmitters, iPhone 3g Cases Skins & Fabric and lots more to explore. All these iPhone accessories come in a great variety as well as in high quality which cannot be compared to accessories bought from the FommyIndia.

I guess the rumors on Steve Job's heath have subsi...

2008-10-06T16:22:00.000-07:00

I guess the rumors on Steve Job's heath have subsided. Great to hear some good news today. Thanks.

This is interesting analysis and the imei spreadsh...

2008-10-06T16:16:00.000-07:00

This is interesting analysis and the imei spreadsheet is a fantastic collaboration. However, if you run a statistical analysis of the spread of the numbers it is quickly pretty clear that it is extremely unlikely that the numbers are sequential in single units. Every unit in the sample ends in a multiple of 10 with the exception of one (which is probably a typo). If these are chance samplings then odds are your estimate is too high by a factor of 10 ...

@ Andrew...Andrew, I don't usually give buy recomm...

2008-10-06T12:46:00.000-07:00

@ Andrew...

Andrew, I don't usually give buy recommendations, but how many times do you think you'll find Apple at $80.00 again in the future? If I were managing a fund that was completely in cash, I would be taking 1/3 of my position in Apple under $90.00. Then if Apple fell again into the low $80.00's high $70.00's I would take another 1/3 of a position. If alternatively, the market rallies and doesn't fall into the low $80s/high $70's, I would take 1/3 of a position above $100.00. I would take my final 1/3 position in Apple above $130.00 where I know a recovery is in effect. I'm not recommending that anyone should buy here, but that's how I would play it.

Yes, most of us at AFB ARE on Apple's payroll, a...

2008-10-06T12:05:00.000-07:00

Yes, most of us at AFB *ARE* on Apple's payroll, after a fashion. Most of us have made a lot of money (some millions) by simply believing in Apple's track record, crunching our own numebrs, noting the quality of the competition, and ignoring the "expert" analysts. I'm up about 3000% over the last 5 years, and right now I'm mostly cash, but I'm buying AAPL shares on each price drop.

Why be long at all in this environment? Because great companies like Apple are going at fire sale prices. Warren Buffet, famously said, "Be greedy we others are fearful, and be fearful when others are greedy." Those aren't just platitudes. He just put $10B into this market last week.

We have been discussing on myinvestorsplace.com ap...

2008-10-06T10:56:00.000-07:00

We have been discussing on myinvestorsplace.com apple...and even with the results.. why should an investor be long in this environment... please let us know..thanks

I tend to believe the article based on a little pe...

2008-10-06T08:11:00.001-07:00

I tend to believe the article based on a little personal view I have experienced. The wait time for a new iPhone anywhere in the Benelux is since July 08 between 5 and 7 weeks. You can't get one unless you put yourself early on the order list! These things disappear as soon as they get in stock.

I'd say though that some statements are emotional and not in touch with reality. Somewhere between the MS analyst predictions and this article's will eventually be the truth.

I do hope you are right, and I suspect that you wi...

2008-10-06T08:11:00.000-07:00

I do hope you are right, and I suspect that you will be. Sadly, the damage has already been done to Apple's stock, by repeated and concerted attacks by hedge funds and shorts, often using ethically questionable tactics.

All this makes me wonder why people like Kathryn Huberty even has a job. I wish that I could be so inaccurate in what I do, and be well compensated for it. It seems that stock brokerage analysts cast far too large a shadow for their own good, and often lead investors far astray from the truth. Perhaps TV weather reporters and stock market analysts are two occupations where you can get away with complete and utter incompetence, so long as you look and sound good.

That said, I believe that in the long run, a stock's price will track its earnings. And at this time, given Apple's price declines, which I believe to be based on lies, false rumors and terrible analyst assessment, may give investors pause, just like today's downswing in the Dow and worldwide markets. But if you look at earnings, not price, you will come to believe, as I do, that today is an opportunity, not a problem.

I close with the insightful words of Warren Buffet, who famously said, "Be greedy we others are fearful, and be fearful when others are greedy."

Comments on Bullish Cross: iPhone Sales Drastically Surpass Q4 Consensus, App...

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@anon "Apple is such a religious that you all wors...

Guys,From an iPhone user but *long* time GSM exper...

Apple is such a religious that you all worship

Anonymous, the spreadsheet mentions in footnote 15...

On the iPhone 3G Accessories selling websites you ...

I guess the rumors on Steve Job's heath have subsi...

This is interesting analysis and the imei spreadsh...

@ Andrew...Andrew, I don't usually give buy recomm...

Yes, most of us at AFB *ARE* on Apple's payroll, a...

We have been discussing on myinvestorsplace.com ap...

I tend to believe the article based on a little pe...

I do hope you are right, and I suspect that you wi...

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