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#46 psyche doctor

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Posted 16 September 2009 - 12:24 AM

The accounting rule change that could affect AAPL


it is very similar to what the banks were doing with liar loans. Booking all the profit when the loan transaction takes place, rather than a the payments come in.

So Apple will be able to book all the subscription revenue at the time of sale.

The only problem with this theory is that AT&T gets the subscription revenue while Apple sells the phone. Apple no doubt gets a cut of the revenue, but they certainly don't get it all.



Sounds like another scam, anything to make it appear that things are better than what they really are. let's make believe.
Let's believe in Santa, the Easter bunny, elves, the world was really flat, space aliens, or that Donald Trump's hair is really real.
The accounting change is just another way to twist the truth.
I watched a snail crawl along the edge of a straight razor. That's my dream; that's my nightmare. Crawling, slithering, along the edge of a straight razor... and surviving

#47 Ags Nightmare

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Posted 16 September 2009 - 12:50 AM

The accounting rule change that could affect AAPL


it is very similar to what the banks were doing with liar loans. Booking all the profit when the loan transaction takes place, rather than a the payments come in.

So Apple will be able to book all the subscription revenue at the time of sale.

The only problem with this theory is that AT&T gets the subscription revenue while Apple sells the phone. Apple no doubt gets a cut of the revenue, but they certainly don't get it all.


The dart throwing monkey's thesis is that it will increase earnings from $ 9 to $ 12 in 2011.....thus he's slapping a 22 times forward multiple on the stock 2 years out....

Thinking about it, if they jam all this revenue into one quarter it's gonna make them more susceptible to misses later on down the road....also doesn't effect free cash flow.. How does 9 turn into 12 ? there has to be some flattening out if you front load a quarter. Also...it's not a done deal...FASB has to rule on it..Oracle and XRX are asking for the same "liar loan" treatment....

Regardless...the hobbit just front ran the stock for some insiders who loaded up on cheap September calls. Good job Shorty buying 'protection" !

Cramericans on yahoo thinking 200 by Friday........my hunch is a few of the floor monkeys are dusting these off tonight....


"I went out and bought an Apple Computer; it had a worm in it"....."When I was born, I was so ugly that the doctor slapped my mother"....'I played hide and seek; they wouldn't even look for me.'- Rodney Dangerfield

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#48 psyche doctor

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Posted 16 September 2009 - 12:51 AM

Some battles going on in globex, as they are fightin over ES 1047.
I watched a snail crawl along the edge of a straight razor. That's my dream; that's my nightmare. Crawling, slithering, along the edge of a straight razor... and surviving

#49 psyche doctor

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Posted 16 September 2009 - 12:53 AM

The dart throwing monkey's thesis is that it will increase earnings from $ 9 to $ 12 in 2011.....thus he's slapping a 22 times forward multiple on the stock 2 years out....

Thinking about it, if they jam all this revenue into one quarter it's gonna make them more susceptible to misses later on down the road....also doesn't effect free cash flow.. How does 9 turn into 12 ? there has to be some flattening out if you front load a quarter. Also...it's not a done deal...FASB has to rule on it..Oracle and XRX are asking for the same "liar loan" treatment....

Regardless...the hobbit just front ran the stock for some insiders who loaded up on cheap September calls. Good job Shorty buying 'protection" !

Cramericans on yahoo thinking 200 by Friday........my hunch is a few of the floor monkeys are dusting these off tonight....


Well said.
I watched a snail crawl along the edge of a straight razor. That's my dream; that's my nightmare. Crawling, slithering, along the edge of a straight razor... and surviving

#50 psyche doctor

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Posted 16 September 2009 - 12:58 AM

I must prepare for battle. Gonna get up at 6 and hit the weights. Gonna try to rep (bench) 225 20x, just like they do it at the NFL combines. Been awhile since I've hit the 20 mark, not since before I had a case of shingles late last winter. Sometimes a good work out can clear the mind, bring perspective and, definitely, make one really sore.
I watched a snail crawl along the edge of a straight razor. That's my dream; that's my nightmare. Crawling, slithering, along the edge of a straight razor... and surviving

#51 Jimbo

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Posted 16 September 2009 - 04:43 AM

MORE DARK POOL MUSINGS

The proliferation of dark pools is bad for the institutions and goods for the HFTA's

The more dark pools the shallower each pool becomes.

The shallower the pool the greater the information leakage and the easier it is for the HFTA's to x ray them by using IOI's and massive levels of fake orders followed by order cancellation tactics, - see the fat fish at the bottom of the pool - and swoop in all eagle like and front fun the trades.

What the institutions need to do is get together and collectively agree only to trade thru a set number of dark pools.

This will basically stop any more dark pools being created as they wont get any custom - except HFTA's and HFTA's wont use them as they will only be trading agianst themselves and wont make any money.

This will make the dark pools deeper and darker so the HFTA's wont be able to see the big fish.

Dark pools need to get together and set up their own organisation so they can lobby and get some influence - ward of any attempts by the SEC to hit them.

The first thing dark pools should do is rebrand themselves

Instead of "dark pools" with all the "Death Star" dark side of the force, darth vader connotations how about calling themselves "Safe trading pools"

or "Low impact pools" of something like that - something wholesome, all american and family oriented - somewhere the stock trading little kids can splash about without mum having to worry about CPR methods and constantly searching the waves for ominous fin like shapes.
timoleon





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