On Dec 17, 2008, at 2:12 AM, Brian Durant wrote:

> Apple to ditch Macworld gathering
> By Maggie Shiels
> Technology reporter, BBC News, San Francisco
>

The Beeb has been know to get it spectacularly wrong regarding apple.

> In a surprise move, Apple said it is to abandon its annual tech  
> gathering
> Macworld after this January's event.
>
> Meanwhile news that the keynote address will not be given by CEO  
> Steve Jobs
> has reignited speculation about his health following cancer four  
> years ago.


> But analysts are again pointing to the possibility that Mr Jobs's  
> health is
> an issue.
>
> "I think Steve's health is a factor," analyst Gene Munster of Piper  
> Jaffray
> told MarketWatch.
>

Translation. "I want to short Apple, so I'll pull some unfounded  
speculation out of my ass"

> "I think it means there's a change of power at Apple... Steve Jobs is
> playing less of a role. And that is not up for debate.

No, not between you and Harvey you six-foot invisible friend, it  
isn't. Here on Planet Reality, since we don't, you know, actually KNOW  
anything about this, there's lots of room for debate.
>
> It has not been a good week for Apple.
>
> Earlier Goldman Sachs analyst David Bailey downgraded the stock, cut  
> his
> estimate for Apple's 2009 profit and warned "some nicks have started  
> to
> emerge".
>
> Mr Bailey pointed out that the first two quarters of next year would  
> be
> tough for the company with deteriorating consumer demand.
>
> "Shipments of MacBooks, iPod nanos and iPhone were all slightly  
> lower than
> what was expected going into the [December] quarter," he wrote in a  
> note to
> clients.
>

"God dammit! I've got short sales on Apple, an they just keep selling  
the damn things like hotcakes! Go DOWN share price!!"

Note: "Slightly lower than expected, going into December" means "Based  
on my figures that I pulled out of my ass because I never believe  
those generally accurate guidance Apple gives at every one of their  
financial reports. They have to dance to MY tune!"

Note 2: Apple is in an enviable position in this economy. They have  
not one, but two industry-leading products (iPod and iPhone) massively  
hot laptop sales (up 22% year over year, IN THIS YEAR!!), no corporate  
debt, and a monster pile of cash on hand, 25Billion-with-a-B. A  
competent and honest analyst would say that Apple was in good shape  
financially. Competence and honesty are in dramatically short supply  
on Wall Street.

> However he said Apple's ability to innovate would keep it ahead of the
> competition.
>
> Sales of Macs in US stores last month fell 1% from a year ago, while
> industry-wide PC sales rose 2%, according to research firm NPD Group  
> Inc
> which tracks retail sales.
>

Not all macs, just desktop Macs, meaning iMacs and Pros. MacBook and  
MacBook Pro sales? Up 22%, AHEAD of the rest of the industry. They  
lied by omission here.


-- 
Bruce Johnson
University of Arizona
College of Pharmacy
Information Technology Group

Institutions do not have opinions, merely customs



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