Lion's AppleWatch

Lion's AppleWatch -  www.keezer.nl/applewatch/

"Attempting to analyze Apple through the general mediocrity of the industry they're part of, is just not the way to look at Apple..."

  woensdag, 3 maart 2010

Monday's analyst 'rumour' (Peter Misek of Canaccord...) now officially FUD:

News: Foxconn: iPad Production On Track

Despite a report claiming significant delays in iPad production, the companies that are supplying parts for the multimedia tablet and ebook reader for Apple, say everything is on track for Foxconn to build up to 700,000 units in March.

Canaccord Adams analyst Peter Misek claimed at the beginning of March that Apple was looking at iPad shipments well below expectations, and that the company could delay the product launch for a month thanks to production delays. "An unspecified production problem at the iPad's manufacturer, Hon Hai Precision, will likely limit the launch region to the US and the number of units available to roughly 300K in the month of March," he said.

iPad parts suppliers, however, are now claiming they are delivering components on schedule and that the Foxconn plant that's building the units isn't seeing any delays, according to DigiTimes.

3:51:12 PM    

Apple is Best-Run Company in the US

NEW YORK -- Erick Maronak, manager of the Victory Large Cap Growth Fund(VFGAX Quote), says Apple(AAPL Quote) is the best-run company in the U.S., helping to make it the most attractive stock investment.

Moronak: "Apple is hardly undiscovered yet not fully understood. Arguably the best-run company today, Apple has five segments in computing, consumer electronics, phones, software and retailing.

Despite having excellent growth prospects, the company sells for a P/E multiple of 18, a cash flow multiple of 10, has $40 billion in cash and equivalents and no debt.

Our view is that the recently announced iPad will sell well and that the next generation of phones will be a big boost to earnings." 3:48:14 PM