chinacat
Moderator
AAPL Long since 2006
Posts: 4,426
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Post by chinacat on Jul 29, 2017 7:56:07 GMT -8
Perfectly happy to be at this level prior to the earnings report. Sure looks like nobody wants to miss out on the bump from the new iPhones, even though it is likely close to two months away, and despite the never-ending drumbeat of stories about expected production delays. I'm sure that there are many out there (and in here?) who expected to be able to swoop in and pick up some AAPL relatively cheaply before the The Big Reveal, but I can't see things changing too much unless Tim drops a hint that there will indeed be limited supply for the initial release. If anything, that could just make the Christmas quarter that much more explosive. Meanwhile, old friend(?) Gene Munster thinks Tesla's Model 3 launch could be as big as the introduction of the iPhone, but it remains to be seen whether there is anyone at Tesla who can play the role for Elon Musk that Tim Cook did for Steve Jobs. You can only sell them as fast as you can make them. In addition to all of the cool ARkit demos floating around, Apple's new patent application could move it one step closer to AR glasses, as described so well in the Neil Cybart article referenced earlier in the week. We'll see whether Tim and Luca drop any hints about the future while discussing this quarter's results with the analysts, but I expect that all of the tea-leaf readings will be based on the guidance for the upcoming quarter. This is certainly a good time to be a long because it may take some time for things to sort themselves out. Finally, RIP iPod Nano and Shuffle.
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Post by rickag on Jul 29, 2017 9:58:46 GMT -8
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Post by hledgard on Jul 29, 2017 11:14:08 GMT -8
Still, where is the market for AR/VR? I have big doubts about this.
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Post by sponge on Jul 29, 2017 12:15:36 GMT -8
Still, where is the market for AR/VR? I have big doubts about this. I don't see it yet. But is new enough to generate upgrades.
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,426
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Post by chinacat on Jul 29, 2017 15:32:52 GMT -8
Still, where is the market for AR/VR? I have big doubts about this. I have felt the same. I was not at all interested in Pokemon Go, running around capturing imaginary creatures (that may be a bit off, I have a very surface understanding of the phenomenon). But the AR extension to Maps that I mentioned is an example of the useful, practical applications that may not become sensations, but merely yet another handy tool to be applied in the right circumstance. This is why I am still skeptical about VR as anything more than fantasy entertainment, but perhaps I just need to have the right application demoed to better illustrate its value. The virtual AR tape measure is another example of a real world function that can be subsumed by the mobile phone, the tool you always have with you.
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Post by rickag on Jul 29, 2017 17:55:22 GMT -8
Just noticed that Gregg Thurman posted in the comments section, hope he is doing well.
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Mav
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Posts: 10,784
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Post by Mav on Jul 30, 2017 15:49:59 GMT -8
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