Monday, January 29, 2007
Position Updates: WU, AAPL
Research Notes on WU.
Via Briefing:
Via Briefing:
| 08:30 | AAPL Apple tgt increase details (85.38 ) -Update- |
| As mentioned at 8:05, Needham raised their tgt to $135 from $115 based on the iPhone. The firm thinks initial sales of the iPhone are likely to be modest because of its high price, but they think its price is likely to fall at a 20% annual rate in line with the decline in component costs and rising carrier subsidies. They think the decline in price should accelerate demand as the iPhone invades the sweet spot of the mobile phone market. With carrier subsidies, the iPhone should sell for around $75 in the final year of their forecast. They are forecasting sales of 135 mln iPhones in 2016, equivalent to a 7% market share. |
Comments:
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Stick and Run. Scalped a quickie in IBM calls.
I'm gone. Heading to FL for the rest of the week. Can't figure out where the market is headed so I am going to take a few days off.
Good luck all.
I'm gone. Heading to FL for the rest of the week. Can't figure out where the market is headed so I am going to take a few days off.
Good luck all.
Although INTC is up TXN & AMAT looking a little sick. Daytraders should look to short SMH.
PS: Kidstock bring a jacket; its about 45 degrees now in Orlando.
PS: Kidstock bring a jacket; its about 45 degrees now in Orlando.
Thanks Caddy. Headed to Pepsicola to party with an old friend. Maybe do a lil fishing for Redfish.
I agree with short SMH call. I bought some WM April puts on the gap down.
I'm gonna go get the papers, get the papers...
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I agree with short SMH call. I bought some WM April puts on the gap down.
I'm gonna go get the papers, get the papers...
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