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Post by rosie on Nov 7, 2012 23:29:49 GMT -8
Methinks we need Nate Silver.
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Post by gtrplyr on Nov 8, 2012 0:13:51 GMT -8
not sure if this was posted, but Horace Dediu seems to think Apple gave sharp 2billion and that is why there is a discrepancy on the 10k expenses? www.insidermonkey.com/blog/apple-inc-aapl-did-it-post-a-2b-bailout-of-sharp-27858/excerpt "Asymco analyst Horace Dediu looked over the numbers and found a discrepancy. He found that Apple Inc (NASDAQ:AAPL) posted expenses in 2012 that were $2.3 billion higher than what was forecast, and cash outlays for capital expenditures was $2 billion lower than the expenses, which signified that the expense did not come from cash. He postulated that this money went toward Sharp, which has been an important partner for Apple Inc (AAPL) display screens, and Sharp has been having some financial struggles of late." I hope this is true. Apple would effectively be getting into producing it's own screens and from what I understand it is usually the most expensive component in their products. This could be Tim Cook's supply chain expertise coming to fruition.
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Post by fas550 on Nov 8, 2012 3:24:06 GMT -8
I sure he we don't follow the broad market. Pretty bad that just about every TA and FA says buy on apple (some at their lowest for at least since Feb) but I am down to hope as visibility and that's no visibility at all.
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Post by rob_london on Nov 8, 2012 3:53:08 GMT -8
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Post by wheeles on Nov 8, 2012 4:24:10 GMT -8
If Foxconn can do it, then why can't Apple? Or is it a case of not wanting to get caught in labor disputes, even though such a dispute would still impact Apple. In a nutshell, that's the problem with manufacturing in western economies: if it's not done by machines, then expect to be metaphorically held at gunpoint by union leaders every so often.
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Post by fas550 on Nov 8, 2012 4:41:16 GMT -8
Gregg or anyone: where can I get volume of Apple options (not just based on an ind strike price)? Thanks. Also I guess I would need to exclude weeklies as this would skew the ratio too much ? Or is it just a wash? Also while not options, this is pretty interesting: www.marketvolume.com/stocks/sellingbuying.asp?s=AAPL&t=appleNot 100% how to interpret what I am looking at but the dates/increasing/decreasing volumes coincide with a price move. Thoughts anyone? Just trying to get ahead of the curve
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benoir
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Post by benoir on Nov 8, 2012 5:04:43 GMT -8
getting a tad political up the line.... perhaps we should limit conversation to policy and leave all references to politics out. .... just saying...
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Post by appledoc on Nov 8, 2012 5:13:28 GMT -8
Let's just say that manufacturing is not moving to the US.
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benoir
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Post by benoir on Nov 8, 2012 5:33:18 GMT -8
I have always wondered why much of the process couldn't be automated, doing away with the labour content. I guess many components are fabricated this way, it's just the assembly thats the issue? I'm not from the US, but I do remember Macs that were made in California.
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Post by rob_london on Nov 8, 2012 5:43:37 GMT -8
I have always wondered why much of the process couldn't be automated, doing away with the labour content. I guess many components are fabricated this way, it's just the assembly thats the issue? I'm not from the US, but I do remember Macs that were made in California. Final manufacturing assembly was also located in Cork, Ireland. I've just checked the 'Properties' section of the latest 10K and they still own a manufacturing facility there.
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Post by qualitywte on Nov 8, 2012 5:49:15 GMT -8
I have always wondered why much of the process couldn't be automated, doing away with the labour content. I guess many components are fabricated this way, it's just the assembly thats the issue? I'm not from the US, but I do remember Macs that were made in California. I've wondered the same thing. My WAG is the design and form factor change so fast that the cost of keeping an automated process current is prohibitive vs. the cost of Chinese labor. If there is anything to the rumor of manufacturing in the US, it would be automated manufacturing. To develop, operate and maintain the automated process would require a talented and highly skilled/trained labor force in which America might possibly be able to compete in.
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benoir
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Post by benoir on Nov 8, 2012 5:55:39 GMT -8
..... and if any company could do it would be........ (... insert favourite company)
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Post by Rupert on Nov 8, 2012 5:55:55 GMT -8
Sorry for not posting this yesterday.Both AAPL and I had a Meltdown!! Resistance/Support Thursday 11/08/2012
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benoir
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Posts: 1,318
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Post by benoir on Nov 8, 2012 5:58:24 GMT -8
Interesting how ... back in 2004, or so, Ireland was going to be a big tech centre... is it still so? A bit depressed there at the moment. (sorry that's getting OT) When did Apple 'wind' down in Ireland?
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Post by fas550 on Nov 8, 2012 6:08:33 GMT -8
Interesting how ... back in 2004, or so, Ireland was going to be a big tech centre... is it still so? A bit depressed there at the moment. (sorry that's getting OT) When did Apple 'wind' down in Ireland? Those with qualifications and the means to leave have. I have a number of Irish friends and whole communities have almost disappeared but for the old and others that are in a situation that would make it difficult to work. Shame really. Never seen so much apathy and hopelessness among many Irish about their country.
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Post by greedynoob on Nov 8, 2012 6:09:57 GMT -8
..... and if any company could do it would be........ (... insert favourite company) They did it in the mid-80s, built one of the most high-tech automated assembly lines of the times, in the US, for Mac assembly. I think the speculation is right, that with fast-changing designs, and really small parts, it's more cost effective to use masses of cheap Chinese labor. The cost of Chinese labor keeps inching up, and maybe someday US automation will be cheaper. But regardless, I don't see much relevance in the speculation, because one thing we can be sure of: Tim Cook knows way way more about the relative costs than we ever will...
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Post by fas550 on Nov 8, 2012 6:10:43 GMT -8
Well at least the turmoil of a rebalance is no longer a worry :-)
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Post by artman1033 on Nov 8, 2012 6:16:33 GMT -8
from the Sam's Club Black Friday ad: $100 of iTunes for 79.88 +Sales Tax. SUCH A DEAL!
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Post by blofeld on Nov 8, 2012 6:22:31 GMT -8
Oppenheimer is trying to talk the stock up... says we can regain $620... let's see if anyone is listening.
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Post by mbeauch on Nov 8, 2012 6:30:47 GMT -8
I've wondered the same thing. My WAG is the design and form factor change so fast that the cost of keeping an automated process current is prohibitive vs. the cost of Chinese labor. If there is anything to the rumor of manufacturing in the US, it would be automated manufacturing. To develop, operate and maintain the automated process would require a talented and highly skilled/trained labor force in which America might possibly be able to compete in. Automated manufacturing was my specialty. It is what I did for 20 years. It requires a lot of training just to be able to put your hands on the machines. The machines themselves cost millions of dollars each and are a sight to see when running at full speed. Usually these kind of machines are very specific and changing a form factor is not feasible. In the past I have talked about this (HS machinery), but my thought was more towards robotics. In the end, things like phones and ipads will probably have to remain at final human assembly because of the nature of delicacy (metal and glass). With automation, you can spend a lot of money in a hurry when something gets misaligned. Bad work is the scourge of automation. Because of the sheer volume of phones and the form factor changes that are sure to come, i think those production lines stay in low cost countries. iMacs are a whole different story.
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Post by wheeles on Nov 8, 2012 6:32:52 GMT -8
The cost of Chinese labor keeps inching up, and maybe someday US automation will be cheaper. That is indeed the way manufacturing in the West is going. The only jobs on the shop floor are highly skilled and well paid, but there aren't many of them.
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Post by Odd-Lot Richard on Nov 8, 2012 6:33:27 GMT -8
See, madmax? You're special!
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Post by terps530 on Nov 8, 2012 6:38:37 GMT -8
Melissa & Cramer just had an apple crying session about not having an "OMG factor". I guess selling $50 billion+ of constant demand product in 3 months is not good enough.
Blaming the fiscal cliff and dividend stuff as why everyone is selling now.
I think they think that viewers have a 1 week memory.
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Post by mbeauch on Nov 8, 2012 6:42:40 GMT -8
I would really like to know what the total cost for that solar farm is. (land, material, labor) plus maintenance cost. I know Apple will never divulge, but that is a lot of land just to provide partial power to the facility. Those look to be fixed panels also instead of rotating, which dramatically lowers efficiency.
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Post by lance on Nov 8, 2012 6:44:34 GMT -8
may be that was the final dip haha
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coma
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Post by coma on Nov 8, 2012 6:52:34 GMT -8
may be that was the final dip haha That would assume the EO have left the trading floor.
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Post by lance on Nov 8, 2012 6:54:41 GMT -8
I was joking who knows when this crap will end. I think I am just going to stop watching come back in year see where we are at haha.
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Post by rutgersguy92 on Nov 8, 2012 7:00:42 GMT -8
I think we have a bear flag in the making.
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Post by madmaxroi on Nov 8, 2012 7:10:42 GMT -8
Anybody have a price point where parachutes will be deployed?
I'm going to put the plug in the drain at some point. I have concluded that the markets are irrational. Maybe I'll put it all into AMZN.
Good luck everybody. See you in the soup lines.
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Post by po1nt on Nov 8, 2012 7:11:35 GMT -8
lets see if that was it.....
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