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UNWINDING SOME OF APPLE’S POSITIVE SPIN $AAPL $GOOG

On a conference call following Apple AAPL +5.41%‘s release of quarterly results Tuesday, the highlights that stood out were Lower average selling prices, lower gross margins and higher iPhone sales. On the call, management made many positive pronouncements that deserve further digging. India Up 400% Cook said that sales in India were up

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WHY APPLE’S CAR DASHBOARD LOOKS LIKE A CLUNKER $AAPL $GOOG $CREE $OVTI $SNE

  Apple  (AAPL) has a new car dashboard design that it calls revolutionary.  The dashboard design encompasses touch screens, cameras tracking head and eye movements, lasers as light sources, and voice controls.  Apple claims that its design will cost less than traditional dashboards, will be more visually appealing, and enhance safety.

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TIM COOK’S ATTEMPT TO TRANSFORM APPLE $AAPL $GOOG $NKE $FB $MSI $HON $IN

  At a time when much media negativity surrounds Apple stock, it is important to remember that most of the media was expressing positive views on Apple stock when it was $700. Sentiment can change quickly. One potential development on the horizon that may change said sentiment is a new

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SAMSUNG EARNINGS OUTLOOK SUGGESTS SATURATION IN HIGH END PHONES $AAPL $NOK $GOOG $BBRY

  Early Friday Samsung issued a sales and earnings outlook for the second quarter of 2013. The Korean firm’s estimate for sales is 56 – 58 trillion won and the estimate for operating profits is 9.3 – 9.7 trillion won.  These numbers represent an 18% increase in sales and 44% increase in operating

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NEXT BIG THING IN SMARTPHONES COULD BE COMING FROM GOOGLE $GOOG $AAPL $NOK $GM $MS $F

It appears the next big thing in smartphones is coming neither from Samsung nor Apple but from Google . Last week at All Things D, Dennis Woodside, CEO of Motorola, announced Moto X.  Moto X may turn out to be the next big thing in smartphones because of the emphasis on making

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DON’T POINT FINGERS AT APPLE IF YOU ENJOY YOUR TAX DEDUCTIONS $AAPL $GOOG $MSFT $CSCO $IBM

Tim Cook’s testimony before the U.S. Senate Permanent Subcommittee on Investigation has given much publicity to Apple ’s ingenuity at avoiding taxes.   Although Apple is in the limelight, it is not alone in using complex schemes to dodge taxes. The crème de la crème of American corporations including Google , Microsoft , Cisco, and IBM use similar schemes to dodge

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GOOGLE NOW RECOVERS APPLE’S SIRI FUMBLE $GOOG $AAPL

  Click here for a larger chart. When Apple AAPL  first announced iPhone 4S, there was a nice surprise in it called Siri.  Siri is a virtual intelligent voice assistant.  Siri caught the imagination of the masses.  iPhone 4S sales took off.  Analysts had to scramble to revise their iPhone 4S sales estimates

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PRICE ACTION SHOWS HOW MARKET HAS SOURED ON SMART PHONE STOCKS $AAPL $BBRY $NOK $GOOG $MSFT

    There are days when price action in stocks provides more information than usual, all one has to do is to observe while leaving opinions at the door.  Tuesday was one of those days.  There were major announcements from BlackBerry as well as Nokia and Apple AAPL  stock fell precipitously in the afternoon. There were

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