Thursday, April 24, 2008

Aw Shucks

AppleInsider Poll

Gene Munster (Piper Jaffray) 57.4%
Shaw Wu (AmTech) 13.2%
Rich Gardner (Citigroup) 10.5%
Mike Abramsky (RBC Capital) 7.0%
Ben Reitzes (Lehman Brothers) 5.0%
Tavis McCourt (Morgan Keegan) 2.7%
Katy Huberty (Morgan Stanley) 2.6%
Scott Craig (Bank of America) 1.6%

Total votes: 741

Conference Calls and Komodo Dragons

You can listen to it here.

Listen to the summary on the front end and skip to my line of questioning about half way through.

For the rest listen to Bob and Ray's classic, "The Komodo Dragon", second from the bottom on this page.

P.S. Microsoft saying they are being "cautious about the economy" is dishonest. They know what's really happening, and so does Munster Nation.

Tuesday, April 22, 2008

Wu Wu Ch'Boogie

Headin' for Fast Money with a pack on my back,
Tired of chump analysts handin' Apple the hack,
I love to hear the sound of hedgies gettin' the sack,
And see their hands a tremblin' as their sellin' their crack,
Blabbering such nonsense cause they don't know Mac,
So, I set them right back with the facts, Jack!

Wu wu, wu wu, ch'boogie!
Woo, woo, ooh,ooh, ch'boogie,
Choo, choo, choo, choo, ch'boogie,
I set them right back with the facts, Jack!

Thursday, April 17, 2008

Amusing Ironies

Nokia's CEO says the iPhone is just a "niche" product. He added that Nokia is working to have an iPhone clone available the second half of 2008.

Marketwatch appears to be doing it's US economic reporting from Amman, Jordan. Folks I'm not outsourced . . . still in Minneapolis USA.

Merrill Lynch posted write downs of $2 billion for the first quarter and 4,000 in job cuts, but the CEO said the core business is fine.
Viv wants to know how much diesel they have left in the backup generator.

Watch out for the currency translation effect this earnings season. IBM got a boost (which got shoved under the rug) but Nokia took a hit (and you'd have to be deaf and blind not to know).

Wednesday, April 2, 2008

You're Welcome

Did you see me raise the average IQ by two hundred points on the Fast Money set? Heh. Just being on that show is a risk to my reputation . . . how about that Wallenda remark from Macke the Knife? Uff Duh.

You probably wonder about my connection with the Taiwanese suppliers. Let's just say it's good business to have a hot female Chinese language speaker on the team (thanks Viv). She rocks in Minnesotan too. Never, ever underestimate the Minneapolis-Asian connection. Northwest Orient is headquartered here. Go ahead, Google it. They dropped the Orient but we've been making tracks to Asia better and faster than anybody since the 60's.

One more thing to consider. Remember when Apple lowered the price on iPhone and customers threatened a nasty brawl? The rebates?
This time could they be selling off existing stock to give the market a little breathing room? Think about it. When the 3G is released Apple will sit in the fast innovation penalty box for five minutes vs. getting run over by the zamboni again. Staying ahead of the puck. That's what this is about.