Apple reports earnings on Tuesday, January 24, after the close of trading. The consensus estimate is for $9.97 in earnings and $ 38.73 per share for revenues. Of course, as usual, breakdown of numbers by product category will drive the price of Apple stock. Over last three years, I
Steve Jobs had a dream of making traditional textbooks obsolete. Now Apple (AAPL) has promised to reinvent textbooks. Today Apple introduced iBooks 2. iBooks 2 can be purchased, starting today, from Apple’s iBooks store. iBooks 2 is rich in swiping and pinching gestures, animations and video. Apple is
Best Buy has done an excellent job at becoming a showroom for Amazon.com. Now Best Buy is working hard at charging more than the competition, making poor service poorer and not stocking what customers want. As a shopper, I gave up on Best Buy a long time ago in
Best Buy (BBY) reports earnings on Dec 13 before the market open. Bad earnings report has the potential to push the stock down to $21-24. BBY has become a showroom for Amazon (AMZN). Customers check out the merchandise at BBY and then buy them at AMZN. It is no secret
This article contains information about Groupon (GRPN). Groupon is the latest and the hottest IPO that will be priced tonight and start trading tomorrow on NASDAQ under the ticker symbol GRPN. There appears to be heavy demand for the IPO. According to some reports, the company will be
eBay (EBAY) shares have fallen on weaker than expected guidance. It appears Amazon (AMZN) is doing a better job in the marketplace. Guidance from eBay was below whisper numbers. It appears that Amazon is providing stiff competition to eBay in Europe, especially in Germany. It is
Our position Adobe Systems (ADBE) has been hurt because certain Apple (AAPL) devices do not support Flash. Amazon (AMZN) has released its new Silk browser. Silk supports Flash. This is good for Adobe. We will be closely following these three stocks on the ZYX Buy Change
Best Buy (BBY) reported earnings this morning. Both earnings and projections for Best Buy were only slightly below consensus. Best Buy’s stock has taken a major hit primarily because of negative commentary by the analysts. ‘Best Buy has become a show room for Amazon (AMZN),’ has become
According to LA times, Netflix (NFLX) now controls 61% of the streaming movies on the internet . By any means , Netflix has achieved major success leaving its competitors far behind. IT is not clear if the data is after Amazon (AMZN) started free streaming for its premium members.Our thesis
As we expected, Amazon (AMZN) announced that its Prime Members will get unlimited streaming of more than 5000 movies and tv shows at no additional cost. This development was already in our model for Netflix(NFLX). We do not expect material impact on Netflix growth by this offering from Amazon. However, we