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Lauren Lyster & I See The iBubble Go iPop Once Those 10 Million MBS Trader Jobs Fail To Materialize As Bernanke Promised
Here is one of the best examples of financial reporting that I have seen on TV. As a matter of fact, the interviewees on the street gave far more credible input than the highly paid, so-called "experts" on those MSM outlets.
The justification behind the Fed's employment chicanery was covered in detail here - EXXXACTLY As Claimed On The World's 1st Financial REALity TV Show, Bernanke Bailed Out The Banks Through A Public LIE To His Fellow Countrymen
The Apple evidence is upcoming in an updated forensic valuation report for subscribers within 48 hours. May I subscribers to remember how accurate the last couple of reports were in regards to Apple and the current share price and product launches (patting myself on the back as I once again go unabashedly against mainstream through :-))
In the mean time, here are some updated margin charts to support what was said in the video and the extant Apple research for subscribers to review.
iBubble
Yes, Apple is the vast majority of the desktop computer equity market capitalization!
Apple revenues as a smartphone company
Apple has, in just a few short years, morphed from a computer computer to a smartphone and tablet company, which essentially are just new age computers anyway. It's just that no one sees Motorola, RIMM or Nokia that way!
ipad margins
iphone margins
As the key revenue drivers see there margins compress (and I told you so two years ago), entity level margins will drop as well:
Which Is The More Sustainable Business Model - Selling The World's Information or Selling Shiny New Things???
Apple Margin chartApple Margin chart
As you can see in the chart above, the margins on the iPhone are soon to be under pressure. I have included a simple model to allow my professional/insitutional subscribers to plug their own numbers in and decide for themselves - see 
"iPhone Margin worksheet - blog download (click here to subscribe/upgrade). Between the iPhone and the iPad, we're talking about 82% of Apple's profits! Think about this.
iphone 5 weekend sales
As excerpted from Apple Bias In The Media Has Simply Gone Too Far, Potentially Hoodwinking Investors Into Believing Apple Has Not Reached Its Zenith:
TechCrunch reports: iPhone 5 Sells Over 5M In Opening Weekend, Limited Only By Device Supply
Apple broke records again opening weekend, with the iPhone 5 selling more than 5M in its first three days, compared to 4M for the iPhone 4S.
Wait a minute! Apple's share price was spiking due to speculation that the iPhone 5 debut may double or more the sales of the iPhone 4S, remember? Let's take a gander at some of the bullshit that came out of the press.
- Analyst Estimates On iPhone 5 Launch Weekend SalesRange From 3M-10M TechCrunch - 5 days ago Analysts have begun making their predictions about the iPhone 5's odds of success for launch weekend sales, and in fact there's quite a range ...
- Blockbuster iPhone 5 launch expected to push Apple stock to $850 Apple Insider - 3 days ago
- iPhone 5 Crushes Sales Forecast In First Weekend - Forbes – Apple (AAPL) announced today that pre-orders for the new iPhone 5 have now exceeded supplies, forcing some phones to be shipped in ...
I will launch an updated valution report within 48 hours, in the meantime here is the latest published research on Apple, which has been quite prescient thus far...
Click here to subscribe or upgrade.
Apple 2Q2012 results analysis
04/26/2012Apple Margin & Valuation Note03/15/2012Apple Margin Strategem WIP02/13/2012Apple - Competition and Cost Structure05/16/2011Apple Earnings Guidance Analysis08/12/2010
Apple Margin & Valuation Note- advertisements -
Reggie, The other side of the story here is Google's business model. Google gives the product away for free, and makes money on advertising. This has been difficult to compete with for most in silicon valley, as Google is widely considered to commoditize everything they touch. Apple is competing by elimating Googles iPhone maps advertising revenue stream, and commoditizing search with Siri, as there is no search ad revenue with Siri. If Apple succeeds, Google dies. All the bloggers attacking Apple's maps product and Siri, indicate that Google is very scared.
Reggie, you are correct. Apple's iPhone and iPad market segments are maturing. That translates to lower margins and stronger comeptition in any technology business. Eventually a lower equity valuation will occur, unless another market segment defining product such as the iPod, iPhone or iPad appears. The potential of a new product is driving the equity valuation, rather than current revenue and earnings.
Wow, they actually give you time to talk and develop an argument. Conditioned as I am to the usual talking head fare, I kept expecting her to cut you off. Very nice.
I believe Reggie is saying AAPL has grown so large that when the next new technology comes along they will be too slow to adapt to it.
Whoosh....and there it goes...the law of diminishing returns.
Why pay your mortgage when you can buy an iPhone?
http://www.propertylin.es/linkage-buy-an-ipad-instead-of-paying-your-mor...
"There's a good chance Steve Jobs is not coming back this time." No...say it ain't so!
Braeburn is propping AAPL. Reggie was right, AAPL is cheating.
Lauren Lyster, Abby Martin, Max Kieser - These reporters on RT are my only reasons to actually watch the tube
I bought some face book last week!
Facebook vs Apple vs Google.
Reggie, which one will give me a better return in the next six months?
Given: there is no crash, or if there is.. which investment will protect me?
Or, to really see how good you are:
What would you recommend?
mondelez...baby!
How is the price of these securities determined that the Fed oi buying, or does Ben just say "fuckit" and pay par?
Funny noone even mentions Steve Jobs anymore.. He was only the genius behind the whole op. Now gone.
You think Reg is bad.. watch Mitch Shedlok when he is on her show.. wooh !
I'd like to see a chart on how much of the student loan debt has been spent on Apple products.....
The only way most of these students can afford the latest products is with OPM.
Lauren's legs give her a lot of credibility, IMHO!
What did they say? Laurens legs are so distracting.
[droool]
Huh? Wha?? What's going on???
The same old tired shit. Reggie talking his book. Sell AAPL. buy GOOG, bla bla bla bla bla I'm a genius, bla bla bla bla bla....
You were better off focusing on her legs. Consider yourself lucky.
Reggie Middleton? Where??
"Here is one of the best examples of financial reporting that I have seen on TV." (Me talking non stop.)
Shameless...as predicted.
Reggie makes Floyd Mayweather seem humble.
These days you takes your chances with the columnists and commentators. And amid the sea of these serious liars, there’s a personality standout who is a genuine truth teller and in his style there’s no equal. No one called the European Crisis more accurately than Reggie.
And when he addresses US economic issues, he is that unique observer, a truth pioneer -- one of the first to analyze and predict the real estate crisis and document it; one of the first to identify QE3 as detrimental to employment.
On Apple, the cards have not all been played; the game is on in earnest and the economy is literally tied to developments such as this. With Reggie’s track record, an emotional tie to Apple could leave you sittin’ at the table when you shoulda run.
You”ve got to know when to hold 'em
Know when to fold 'em
Know when to walk away
Know when to run
You never count your money
When you're sittin' at the table
There'll be time enough for countin'
When the dealin's done.
Lauren also handled this Walter Block Austrian eco-fumble quite well. No doubt a rising star in financial and economic reporting.
http://tradewithdave.com/?p=12571
Yo Reggie, you lost weight! are you in love or what?
Hey Lauren would you please ditch the turtleneck and get something with a plunging neckline. Inquiring minds want to see the puppies.