What do these three have to do with one another? Frank Rich finds a thread
"Nothing has revealed how much the class warriors of the right and left of our time have in common," writes Frank Rich in the Oct. 23 issue of New York Magazine, "than the national outpouring after Steve Jobs's death."
Rich, who left his high-profile perch on the OpEd page of the New York Times earlier this year to be MOREPhilip Elmer-DeWitt - Nov 6, 2011 3:00 PM ET
Investors were caught off guard by results at Amazon and Netflix. Truth is, if they'd been paying closer attention, they'd have seen it coming.
By Kevin Kelleher, contributor
FORTUNE – This fall's earnings season is starting to look like hunting season for big-name web companies. First, Netflix drops 35% in one day, Tuesday, after heavy subscriber losses and warning investors that it would lose money for a few quarters next year. Then MOREOct 26, 2011 3:17 PM ET
Wall Street's first Apple evangelist -- and the former chairman of Compaq -- reminisces
The 140-word Wikipedia entry on Benjamin M. Rosen hardly does him justice. For more than a decade -- starting in 1980 when he left Morgan Stanley and co-founded Sevin Rosen Management -- Ben Rosen was personal computing's most influential power broker, a visionary financier who backed dozens of high-tech start-ups, including Compaq, Citrix, Cyprus, Lotus, Silicon Graphics MOREPhilip Elmer-DeWitt - Oct 23, 2011 8:21 AM ET
We're averaging the Q4 estimates of the six analysts with the best track records
The chart at right, which compares Apple's (AAPL) reported earnings for the past six quarters with estimates made in advance of those reports, shows that some analysts are better at predicting the company's results than others.
Specifically, a group of independent analysts we've been calling -- for lack of a better term -- "the bloggers," have consistently out-performed MOREPhilip Elmer-DeWitt - Oct 17, 2011 7:11 AM ET
The Street's consensus: 11.4 million. The indies are 15% more bullish
In preparation for our Apple (AAPL) earnings smackdown for the last fiscal quarter of 2011, which ended in September, we've gathered estimates from the small army of analysts -- institutional and independent -- who track the stock.
Last Tuesday we previewed their revenue and earnings estimates. The next day it was their iPhone unit sales numbers. Today we look at their estimates for Apple's fastest-growing product MOREPhilip Elmer-DeWitt - Oct 16, 2011 5:00 AM ET
The Street is looking for a falloff in sales. The amateurs are looking for a blowout.
I expect Apple (AAPL) to report two important iPhone statistics next week.
The first, the number of iPhone 4S units sold this coming weekend, the company won't know until after midnight Sunday. The other, the number of iPhones sold last quarter, it already has in hand.
In this post, I'm going to look at the second number, MOREPhilip Elmer-DeWitt - Oct 12, 2011 2:20 PM ET
With Q4 earnings due next week, the pros and the bloggers are $3.9 billion apart
It has become, for the Street, an embarrassing quarterly tradition.
The Apple (AAPL) independent analysts -- a growing community of bloggers, private investors and assorted amateurs -- file estimates that look, by Wall Street's standards, outrageously optimistic.
But as the day of reckoning approaches -- in this case, Tuesday Oct. 18, when Apple is scheduled to announce its MOREPhilip Elmer-DeWitt - Oct 11, 2011 2:13 PM ET
For as long as we have been tracking them, the bloggers have trounced the pros
On Sunday, the day after Apple's (AAPL) fourth quarter of fiscal 2011 ended, we posted preliminary revenue and EPS estimates from both Wall Street's Apple analysts and a group of amateurs we've been tracking for a couple of years.
After we posted the chart, one reader who calls himself jmmxx suggested that it would be more interesting to see how MOREPhilip Elmer-DeWitt - Sep 26, 2011 7:19 AM ET
If anyone has access to Channel Trend's latest report on Apple, I would love to see it (Update: Got it!)
On Saturday night, this headline flashed across one of the news feeds I use to follow the analysts who track Apple (AAPL):
"On August 20, 2011 Channel Trend Inc. downgraded APPLE INC.from NEUTRAL to UNFAVORABLE."
My first thought was "seriously?" My second was "tell me more."
I've seen some boneheaded advice issued by Wall MOREPhilip Elmer-DeWitt - Aug 21, 2011 7:48 AM ET
Resistance was high, but the stock still managed to record a 34-year high
Apple (AAPL) closed at $398.50, up
$5.20 (1.32%) for the day
$83.18 (26.4%) since June 20
$79.94 (23.5%) for the year and
$139.22 (53.7%) year over year.
Barrons' Tiernan Ray notes that the stock hit $400 twice during the day, once shortly before 1:00 p.m. EDT and then again at 2:25.
Judging from the open interest in Apple weekly calls and puts, Max Pain MOREPhilip Elmer-DeWitt - Jul 25, 2011 4:35 PM ET
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