Deleted
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Post by Deleted on Oct 30, 2012 14:03:25 GMT -8
Disney made a great move.
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Post by mbeauch on Oct 30, 2012 14:05:19 GMT -8
Haven't lost any money in 4 days, life is good ;D My feelings exactly.
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Post by mbeauch on Oct 30, 2012 14:06:39 GMT -8
He needs to reverse his iPad & iPad mini numbers. The iPad mini should be the bulk of iPad sales from day one of availability. Why?
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JDSoCal
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Aspiring oligarch
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Post by JDSoCal on Oct 30, 2012 14:09:24 GMT -8
Those benchmarks for the 4th gen iPad are fantastic. That's why I suspected iPad would get an A6 upgrade at the Mini event; Apple can't have its phone twice as fast as its tablet.
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Post by lovemyipad on Oct 30, 2012 14:50:32 GMT -8
Haven't lost any money in 4 days, life is good ;D My feelings exactly. LOL!! I was thinking the same!! ;D
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Post by jcaron on Oct 30, 2012 15:02:22 GMT -8
My feelings exactly. LOL!! I was thinking the same!! ;D you are all wrong.......... think theta all right all right.... Im kidding.... sorta
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Post by Tetrachloride on Oct 30, 2012 15:04:43 GMT -8
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Post by lovemyipad on Oct 30, 2012 15:04:48 GMT -8
J....think: bull put spreads!
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Deleted
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Post by Deleted on Oct 30, 2012 15:06:36 GMT -8
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Deleted
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Post by Deleted on Oct 30, 2012 15:16:20 GMT -8
He needs to reverse his iPad & iPad mini numbers. The iPad mini should be the bulk of iPad sales from day one of availability. Why? A very large share of the market that would not have spend the money on the 10" models are now ordering the iPad mini. Add in cannibalisation from those that would have bought the 10" model but will instead go for the cheaper model. Add in cannibalisation from those that would have bought the 10" model but will instead go for the more portable model. Add in the sales to existing 10" owners who will now also purchase the smaller model. Add in the upcoming holiday season - $329 is a gift price, much more palatable than $499. Add in the sales to parents giving their children a more appropriate size of iPad. Add in those that are after a new Ebook reader, but are willing to pay more to get the added functionality of the iPad. Add in the tens of thousands of schools globally who will buy the cheapest one that is also the best size for kids. I'll eat my hat if the iPad mini does not outsell the iPad 10" from here on out.
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Deleted
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Post by Deleted on Oct 30, 2012 15:21:10 GMT -8
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Post by appledoc on Oct 30, 2012 16:04:48 GMT -8
Was the 4S compatible with CM's network at launch? Just trying to gauge whether this means a CM deal is imminent or not.
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Post by Xphilos on Oct 30, 2012 16:36:06 GMT -8
J....think: bull put spreads! Hello, my name is Xphilos. I'm a recovering bull call spread addict. Mostly thanks to JD's regular reminders about weekly pain plus the confirmation we see week after week, I am now convinced that puts serve as added price support, and calls as added resistance. I am in the process of converting my long positions to bull put spreads.
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Post by macziggy on Oct 30, 2012 17:11:32 GMT -8
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Post by appledoc on Oct 30, 2012 18:00:07 GMT -8
I want. I want. I want. Not sure how I will survive with an iPad mini and Apple TV sitting in my room for almost two months before I give them to my parents for Christmas.
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Mav
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Post by Mav on Oct 30, 2012 18:21:32 GMT -8
I ALMOST want. (Should I continue owning iPads, they'll be non-minis) Apple hit the mark with iPad mini. It isn't an iPod moment because the bigger iPad will and must stick around, but it wouldn't surprise me one bit to see iPad mini outsell the full-power, full-size version.
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Post by appledoc on Oct 30, 2012 18:32:16 GMT -8
Andy Zaky just railed off some interesting tweets about the path to the $1000 price target in Jan 14. Basically said peak bearishness will come in March, followed by a parabolic rise from July to January when we'll hit a TTM of $74. Says there's a lot going on behind the scenes that will come to fruition in June.
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Mav
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Post by Mav on Oct 30, 2012 18:39:30 GMT -8
I have a hard time believing there'll be a bunch of AAPL bearishness when iPad 4, iPad mini, and iPhone 5 all get full availability for the first fiscal quarter. (Macs being less important, though still important - never mind what may be Mac Pro's last hurrah.)
Maybe no new iPad for the first time in a while? Eh, who cares, iPad will still be early in the product life cycle at that point.
I'll just keep taking the day-to-day trading...well...day-to-day. But looking out a little more intermediate-term, I think tracking accelerated uptrends will be key. They all end sometime, particularly in this market.
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Post by chasmac on Oct 30, 2012 18:53:18 GMT -8
J....think: bull put spreads! Ignore him iPad, hit his noggin a few too many times falling off his big boy toys!
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Mav
Member
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Post by Mav on Oct 30, 2012 20:01:48 GMT -8
Uh...there's not a tremendous difference between the bull call and bull put spreads, really. Fundamentally you want the same thing to happen. It's just that the transactions are a bit different.
Am I missing some sarcasm somewhere...?
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Deleted
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Post by Deleted on Oct 30, 2012 20:40:46 GMT -8
In my 18 months in investing in Apple, this seems to be the height of bearishness from what I can remember...it's going to be worse than this in March? Not sure how after what everyone agrees will be a solid, if not spectacular January Earnings. That's the Billion dollar question, will it be solid or spectacular.
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Post by davidcv100 on Oct 30, 2012 20:45:37 GMT -8
FWIW from Digitimes:
iPhone 5 shipments to top 40 million units in 4Q12, say sources Cage Chao, Taipei; Steve Shen, DIGITIMES [Tuesday 30 October 2012] Shipments of components for iPhone 5 from the supply chain will be ramped up to 13-14 million units in November and to 16-18 million units in December, bringing total shipments of iPhone 5 in the fourth quarter of 2012 to 40 million, according to sources in Apple's supply chain.
Shipments of iPhone 5 were affected in August and September due to low yield rates at component suppliers, raising concerns that the supply chain may not be able to ship up to 40 million iPhones in the fourth quarter as expected, indicated the sources.
However, demand for ICs for iPhone 5 has been boosted to an amount equivalent to 13-14 million iPhone 5s recently thanks to improving yield rates at component suppliers, indicated the sources, adding that IC demand is expected grow another 20% in December.
Sales of the iPhone 5 will gain momentum in the fourth quarter 2012 as well as in the first quarter of 2013, the sources contended.
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Post by applemuncher on Oct 30, 2012 21:29:00 GMT -8
FWIW from Digitimes: iPhone 5 shipments to top 40 million units in 4Q12, say sourcesCage Chao, Taipei; Steve Shen, DIGITIMES [Tuesday 30 October 2012] Shipments of components for iPhone 5 from the supply chain will be ramped up to 13-14 million units in November and to 16-18 million units in December, bringing total shipments of iPhone 5 in the fourth quarter of 2012 to 40 million, according to sources in Apple's supply chain.
Shipments of iPhone 5 were affected in August and September due to low yield rates at component suppliers, raising concerns that the supply chain may not be able to ship up to 40 million iPhones in the fourth quarter as expected, indicated the sources.
However, demand for ICs for iPhone 5 has been boosted to an amount equivalent to 13-14 million iPhone 5s recently thanks to improving yield rates at component suppliers, indicated the sources, adding that IC demand is expected grow another 20% in December.
Sales of the iPhone 5 will gain momentum in the fourth quarter 2012 as well as in the first quarter of 2013, the sources contended.
Would 40 million iPhone 5s be good news or bad news for this quarter?
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