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Paul Kedrosky: Apple in Black Hole Without New Products “Lack of Innovation”

Wed April 23 2014 6:43 pm  http://www.arlingtoncardinal.com/?p=69467
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Charles River Partners General Partner George Zachary, JMP Securities’ Alex Gauna and Bloomberg Contributing Editor Paul Kedrosky discuss their outlook for Apple on Bloomberg Television’s “Bloomberg West.”

The Good News and the Bad News on Apple
The question now is what can Apple do between June in November. Margin performance is good, but market share is falling. Apple iPhone performed better than expected, but iPad performed worse than expected. Gross margin is a plus. In total since introduction, Apple has sold 516 million iPhones and 212 million iPads.


Brian Blair: Apple’s $90B Buyback a Game Changer.

Rosenblatt Securities’ Brian Blair, Bloomberg’s Cory Johnson and Bloomberg Contributing Editor Paul Kedrosky calls it financial engineering in his break down of Apple’s second-quarter earnings report and buyback program on Bloomberg Television’s “Street Smart.”

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