Ockham Research Staff @ October 29, 2008 # No Comment Yet
Apple reported excellent numbers last week and the market is responding positively. Ockham Research rates Apple as Greatly Undervalued and we think that earnings momentum and sales momentum are just to hard to ignore.
Ockham Research Staff @ October 22, 2008 # 2 Comments
This post references a great article by Fortune magazine that demonstrates how Wall Street analysts come up short against many unpaid blogger analysts in predicting Apple’s earnings yesterday. Also, it is a proven fact that many Wall Street analysts have a history of changing ratings ex post in order to make them look better. Perhaps it is time to change the way we look at equity research, and not get too caught up in Wall Street analysts because often times they are flat wrong.
More on: Blogging For Apples… Wall Street Drowns, Bloggers Victorious
Ockham Research Staff @ August 21, 2008 # No Comment Yet
Microsoft is launching a new ad campaign featuring spots with Jerry Seinfeld and Bill Gates. Apple has benefited from tremendously successful ads slamming Vista as an inferior product. The fact remains that Microsoft still dominates the space and we think there stock has not benefited enough from it of late.
Ockham Research Staff @ August 11, 2008 # No Comment Yet
A Citi analyst has doubled his estimate for Amazon.com’s Kindle device. We are less enthusiastic about the digital reader, and we are certainly not buyers of AMZN after the significant price appreciation of the day.
Ockham Research Staff @ July 23, 2008 # No Comment Yet
Cell phones are increasingly taking a dominant position over landlines in the telecommunications industry. AT&T was able to match estimates for the quarter, but the brightest times are still ahead.
Ockham Research Staff @ July 9, 2008 # No Comment Yet
The article describes some of the improvements on the new 3G iPhone which will make it even more profitable for Apple. The 3G iPhone goes on sale on Friday the 11th and will likely be a huge hit.
Ockham Research Staff @ April 22, 2008 # No Comment Yet
AT&T (T) is no doubt grateful for being the exclusive provider to the U.S. market of Apple’s iPhone. Today AT&T released first quarter earnings and the news from its wireless business was quite positive. Overall, net income rose by 22% over last year’s first quarter and income per share was 57 cents compared to 1Q2007’s […]
admin @ January 24, 2008 # No Comment Yet
Apple Inc. has enjoyed being a cornerstone of the bullish market of recent history. Between July 2006 and the end of 2007, AAPL shares experienced dramatic and impressive price appreciation from about $50 to nearly $200. However, as is true of the market in general, 2008 has not been kind to Apple. At present, […]