Apple analysts and the great nine-million iPhone kerfuffle

Apple analysts and the great nine-million iPhone kerfuffle | Fortune Tech

Philip Elmer-DeWitt:

Apple on Monday announced first weekend sales of the iPhone 5S and 5C. They “topped” 9 million. Wall Street was expecting 5 to 6 million. Big surprise, egg on faces. Estimates revised. Price points raised.

Then the second-guessing began. How solid, some analysts asked, were those 9 million sales?

Apple Analysts and the Great Nine-Million iPhone Kerfuffle | John Gruber

These analysts remind me of the Apple rumor sites — when they publish something that turns out way wrong, the explanation is never that they were wrong, but that something changed after they ran the rumor.

This downplaying of the 9 million iPhones sold is just ludicrous, because it’s the same accounting Apple has used in all previous years.

Tough times for Apple analysts

Gene Munster’s iPhone launch estimates off by 5M units for the second year in a row | AppleInsider

アナリストを滅多切り・・・

900 万台売れたと聞いてイスから転げ落ちたという Gene Munster の下りがオモシロい。

When Apple announced sales of 9 million iPhones over the weekend, Munster told Bloomberg, “When I saw that 9-million number, I basically fell out of my chair.”

Tough times for Apple analysts | The Loop

Horace Dediu talks about analysts

Horace Dediu on the bad habits of Apple analysts and why Tim Cook shouldn’t be fired | The Next Web

So paradoxically, the opinion of those who are highly paid should be treated with suspicion while the opinion of those subject to peer review should be treated with respect. It brings to mind the difference between highly paid fortune tellers and pundits whose methods are obscure vs. poorly paid graduate students whose methods are open to all. Whose opinion is worth more?”

Horace Dediu talks about analysts | The Loop

The Critical Path #83: The Analyst Taxonomy | 5by5

The Next Web インタビューで引用された発言についての Dediu の説明。ジャーナリストやアナリストに対する考え方が分かって興味深い・・・

The Critical Path #83: The Analyst Taxonomy | asymco

AAPL: When the Stock is Down, Ignore Critics, Create Value, Says Buffett

AAPL: When the Stock is Down, Ignore Critics, Create Value, Says Buffett – Tech Trader Daily | Barrons.com

The Oracle of Omaha, Berkshire Hathaway‘s (BRKA) Warren Buffett, was on CNBC‘s Squawk Box this morning for a special three-hour segment with Becky Quick, taking people’s questions across a number of topics.

He was asked by Quick about Apple (AAPL), and about pressure to raise the dividend, do splits, etc., etc.

Buffett’s advice was to basically ignore all of it:

アップルの第２四半期決算発表を聞いて | maclalala2

Rating Apple analysts

How To Rate Apple Analysts | AppleInvestor

Ask yourself, how many times have you tried to make sense of an analyst’s statement, where they’ve demonstrated a complete misunderstanding of Apple culture, the ecosystem, or the fan base. This isn’t universal of course, some analysts are very knowledgeable and huge Apple fans, but even a respected Apple bull like Gene Munster ranks only in the middle of the pack, well behind several amateur analysts. Some of the most influential analysts rank near the bottom of the pack, like Charlie Wolf and Kathy Huberty.

Rating Apple analysts | The Loop

The rise and fall of Andy Zaky

The rise and fall of Andy Zaky | Fortune Tech

How an Internet-trained Apple analyst lost tens of millions of other peoples’ money

An investor nightmare | The Loop

Andy Zaky makes the case for buying Apple now | Fortune Tech

Five-for-Six, Not Five-for-Five | Daring Fireball

The best and worst Apple analysts: Nine-quarter edition

The best and worst Apple analysts: Nine-quarter edition | Fortune Tech

As long-time readers of this blog know, we’ve been running for more than four years a friendly competition we call the Apple Earnings Smackdown.

The best and worst Apple analysts for the past nine quarters | The Loop