Disqus - Latest Comments for kylelong100

Re: Technical Analysis, What it is and What it is Not

kylelong100 — Wed, 16 Jul 2008 23:10:05 -0000

Dear zach,

could you summarize how the philosophy in art of war applies to exploiting the seams. the outlines of the book appears hard to understand and has a lot of military formations that I do not want to read as of this time.

thanks

Re: Apple Price Manipulation, but Who and Why?

kylelong100 — Wed, 16 Jul 2008 22:34:49 -0000

i really like win's explanation why aapl did not go up as much today: because of lack of short covering. I did cover my rimm short today. fortunately at 104. Later i shorted it again at 109. So, if your theory is correct, rimm likely will drop in price tomorrow and aapl will not drop as much. I hope you are right.

i found the barron's article to be an important topic. It is difficult to predict what apple will guide for september, it makes more since why the stock has not gone up with 1 million iphone sold. the iphone revenue will be spread over 2 years apparently.

Re: Apple Price Manipulation, but Who and Why?

kylelong100 — Wed, 16 Jul 2008 14:20:55 -0000

in terms of competition, they are fall behind at this point in terms of iphone. but verizon is adding more subsidies to phone makers to compete with ATT. I have no doubt iphone is far more better in software, but investors do not get too passionate and will wait for pure earnings and profit margins numbers before considering long lines outthere waiting.

Re: Apple Price Manipulation, but Who and Why?

kylelong100 — Wed, 16 Jul 2008 14:17:07 -0000

I am long on aapl and short on rimm. but for the short term, with earnings coming up, it is safer to buy more after earnings. Macbook air, ipods, iphones have all cut prices. It is a good way to gain market share but investors may not like that at this point. I think down the future, when market shares really go grow, then it is safer to add shares of aapl.

Re: Apple Price Manipulation, but Who and Why?

kylelong100 — Wed, 16 Jul 2008 13:24:43 -0000

there could be some other reasons for this. the big money maybe thinking that the profit margins for aapl is declining. The iphone will not be added to the coming quarter earnings. Apple generally does not need to decrease prices for its products but it is clearly doing that for all sectors of its business, especially for ipods and iphone. Iphone is understandable since there is so much competition and competition is increasing. I still think iphone will be a major winner in the future but in the short term, with the earnings and the uncertainty of the bear market, we may have to wait till after earnings to think about buying.