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Post by dreamRaj on Sept 12, 2017 10:48:32 GMT -8
AAPL is fighting the sell-off. Nice.
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Post by macster on Sept 12, 2017 10:50:05 GMT -8
They did not redesign the apple TV remote unless i missed something. Is Eddy in charge. Many complaints about the crappy TV remote.
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Post by archibaldtuttle on Sept 12, 2017 10:50:23 GMT -8
What they did with the 8 + X announcement is very risky IMO. I have a 6s and was planning to upgrade. But the iPhone 8 seems like a meh update. And the X seems cool, but untested (FaceID) and expensive. So now I think I might wait to upgrade until I can test out the FaceID. iPhone 8 doesn't seem worth it. Also, the naming scheme. Makes iPhone 8 feel outdated right at launch.
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Post by dreamRaj on Sept 12, 2017 10:50:44 GMT -8
Ohh boy! The delay is real!
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Post by archibaldtuttle on Sept 12, 2017 10:55:16 GMT -8
The September quarter compare could be brutal if people decide to skip iPhone 8 and wait for iPhone X.
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chinacat
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AAPL Long since 2006
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Post by chinacat on Sept 12, 2017 10:59:34 GMT -8
Seems to me that the leak took a bit of the usual excitement out of things. Too bad
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Post by dreamRaj on Sept 12, 2017 11:01:00 GMT -8
Feeling sad that there was NOT A SINGLE THING that wasn't already reported on the rumor sites.
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Sept 12, 2017 11:05:40 GMT -8
I've been out all afternoon. I take it the event was anticlimactic.
😟
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Post by dreamRaj on Sept 12, 2017 11:09:38 GMT -8
I've been out all afternoon. I take it the event was anticlimactic. 😟 Pretty much! No revelations, only confirmations of rumors.
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Post by phoebear611 on Sept 12, 2017 11:16:09 GMT -8
But doesn't Android have facial recognition already? And wireless charging?
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4aapl
Moderator
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Post by 4aapl on Sept 12, 2017 11:28:15 GMT -8
There's always the "down initially and up the next day" move, once the info is digested. I'd be fine seeing that, even if it is a bit of a roller coaster. So, the question is how much is Apple going to make off of the whole lineup, or rather how much more are they going to make than last year. If the delay in the X version still allows them to sell every 8 and 8S that they can make in both this and Q1, then it doesn't matter if some people are holding out for version X and the delay is delaying the purchase. The other question is, how much more is Apple going to make off of a version X sale? If the margin is the same, they'd make around 25% more off of each sale. That's got to be nice. I think once people run the numbers, after a "sell on news because my socks weren't blown off because the rumors had all the details", there will be the "oh, the products are pretty friggin great, and Apple is going to make a lot of money" that will get analysts to up their targets and then more of the masses to realize that things are pretty good. So the last question is, how many days will that take? Sometimes it's just the next day. Other times, things need to digest a few days, so that the masses are ready to open their eyes to that upcoming boost to earnings. I can be patient. IMO it will come around...it's just a matter of how long that will take.
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Post by pauls on Sept 12, 2017 11:36:07 GMT -8
I thought it was a great event. Yes, it had been leaked wholesale for quite some time. Yes, there weren't really any surprises. And maybe this is the future of Apple-- too big and global for keeping imminent tech a secret.
Yet there they were in the Steve Jobs theater, showing off the future of tech. I'm a huge fan of the design of the new campus, and have enjoyed watching it progress to completion. iPhone X is beautiful and a powerhouse. The Apple Watch with cellular is a big, big step in wearables. Wireless charging for everything--yes it's been done, but yes, I want that. Same with AppleTV. I will absolutely upgrade.
I'm imagining another event for HomePod, HomeKit, whatever else in the fall.
It's an ecosystem that no one else can touch. I'm not worried about my shares- they can weather a delay on iPhone X availability.
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Post by macster on Sept 12, 2017 11:39:44 GMT -8
32gb 4k Tv $20 bucks more. Looks like Eddy baked the cost of the 4K content upgrade into the price of the unit.
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Post by dreamRaj on Sept 12, 2017 11:59:57 GMT -8
I took back my money and ran!
I had $8500 on Sep 22 160 calls. Just sold all for a $150 profit.
The iPhone X being delayed to next quarter is sucking the premium out of short-term calls.
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Post by tuffett on Sept 12, 2017 12:07:01 GMT -8
This might sound trivial, but what I'm most upset about is control center requiring a swipe down from top on the iPhone X as opposed to swipe up from bottom. For a company that beat the drum on one-handed use when it suited them they sure don't seem to care about it anymore. Control center is something a lot of people use every day (and will use more frequently with iOS11) and it's now a two-handed operation for all except those who have giant hands.
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Post by rob_london on Sept 12, 2017 12:09:08 GMT -8
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Post by incorrigible on Sept 12, 2017 12:15:17 GMT -8
This might sound trivial, but what I'm most upset about is control center requiring a swipe down from top on the iPhone X as opposed to swipe up from bottom. For a company that beat the drum on one-handed use when it suited them they sure don't seem to care about it anymore. Control center is something a lot of people use every day (and will use more frequently with iOS11) and it's now a two-handed operation for all except those who have giant hands. It did look like the flashlight was available from the home screen which is nice. I think the watch stole the show with on-board cellular. I may actually break down and buy one. The iPhone announcement was meh. 8 is just incremental upgrade with wireless charging. X was all the leak said it would be. I sold a little AAPL as Phil S was finishing up with the 8 into and it was clearly just and incremental upgrade to the 7. As the saying goes ... cheers to the longs.
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Post by dreamRaj on Sept 12, 2017 12:16:31 GMT -8
...I think once people run the numbers, after a "sell on news because my socks weren't blown off because the rumors had all the details", there will be the "oh, the products are pretty friggin great, and Apple is going to make a lot of money" that will get analysts to up their targets and then more of the masses to realize that things are pretty good. So the last question is, how many days will that take? Sometimes it's just the next day. Other times, things need to digest a few days, so that the masses are ready to open their eyes to that upcoming boost to earnings. I can be patient. IMO it will come around...it's just a matter of how long that will take. I'm not feeling too confident about tomorrow or the next few days. There will be some uncertainty surrounding AAPL. Apart from the disappointment of iPhone X's delay, the analysts will readjust their numbers and, of course, the FUDsters will soon take the opportunity to create more FUD by saying "iPhone X likely to get further delayed to Jan 2018". That's why I got out of my Sep 22 calls. I'm still holding on to my Nov 155s, Jan & Feb 150s, and Jan 2019 175s. As you noted, if the masses start realizing that things are pretty good and the stock starts rising again, I'll be getting back in with lots of leaps. OTOH if AAPL falls to a level that is too bad to be true, I'll be backing up the truck.
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mark
fire starter
Posts: 1,560
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Post by mark on Sept 12, 2017 12:28:51 GMT -8
This might sound trivial, but what I'm most upset about is control center requiring a swipe down from top on the iPhone X as opposed to swipe up from bottom. For a company that beat the drum on one-handed use when it suited them they sure don't seem to care about it anymore. Control center is something a lot of people use every day (and will use more frequently with iOS11) and it's now a two-handed operation for all except those who have giant hands. But opening and closing apps is used FAR MORE OFTEN than control center!!!!
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Since84
Moderator
To infinity and beyond!
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Post by Since84 on Sept 12, 2017 12:32:13 GMT -8
I know it's been said here before, but Katy used to be the analyst who just didn't get Apple. She has now become the analyst I most pay attention to. Kudos Katy.
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Post by redinaustin on Sept 12, 2017 12:35:50 GMT -8
It looks to me like FaceID is a giant step backwards when it comes to ApplePay
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Post by deasys on Sept 12, 2017 12:50:24 GMT -8
But doesn't Android have facial recognition already? And wireless charging? No smartphone has working, secure facial recognition…until now. And I think the thing about Apple's implementation of "wireless" charging is its AirPower version next year. They did not redesign the apple TV remote unless i missed something. Is Eddy in charge. Many complaints about the crappy TV remote. Siri remote is far from crappy—it's highly functional. The problem with it is its physical design. That issue is easily remedied with something like this: griffintechnology.com/us/survivor-play-for-siri-remoteAlso, the naming scheme. Makes iPhone 8 feel outdated right at launch. Would you have preferred that Apple call it the iPhone 7S instead of iPhone 8? 32gb 4k Tv $20 bucks more. Looks like Eddy baked the cost of the 4K content upgrade into the price of the unit. I don't think that's it. The new Apple TV's A10X processor is undoubtedly more expensive than whatever its predecessor was equipped with. Also, there are licensing costs for Dolby Vision (and possibly HDR10) for the new unit's HDR functionality. This might sound trivial, but what I'm most upset about is control center requiring a swipe down from top on the iPhone X as opposed to swipe up from bottom. I think the speed and convenience of the new Home function far outweighs that. The Home function is something that an iPhone user typically uses dozens of times a day… So I guess we still need the phone for the watch, right? Hmm…I'm not sure. It doesn't appear to be the case.
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Post by carbonate24 on Sept 12, 2017 12:53:04 GMT -8
IMO, one thing to consider about the iphone X "delay" is that Apple had to have considered that in their quarterly guidance, which if we all remember, was above consensus. I doubt they just discovered last week that they couldn't ship the phone until late October. So I don't see any risk to the current quarter, and supply-demand balance could get pushed into the March quarter with the October start to sales, making for a better start to 2018.
That being said, I'll be purchasing a new phone, I just don't know if it'll be the 8 or the X just yet.
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Post by carbonate24 on Sept 12, 2017 12:58:02 GMT -8
It looks to me like FaceID is a giant step backwards when it comes to ApplePay I think we'll have to wait and see, but I would hate to see the Apple Pay experience set back because of the FaceID. I use Apple Pay all the time, and I'm so used to just pulling my phone out of my pocket with my thumb on the home button and placing it near the payment terminal. So easy. I'm cautiously optimistic that FaceID will be equal to or better than Touch ID when using Apple Pay.
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chinacat
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AAPL Long since 2006
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Post by chinacat on Sept 12, 2017 13:43:06 GMT -8
It looks to me like FaceID is a giant step backwards when it comes to ApplePay I had the same thought, but I suspect that it will take hands-on use to really determine.
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chinacat
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Post by chinacat on Sept 12, 2017 13:49:44 GMT -8
Also, the naming scheme. Makes iPhone 8 feel outdated right at launch. Would you have preferred that Apple call it the iPhone 7S instead of iPhone 8? This is one reason I was hoping for the iPhone/Plus/Pro strategy. It makes them seem more like a "family." It also begs the question of what the product line will look like going forward. Again, I cannot see an iPhone XI next year, so the most plausible strategy IMHO could be an attempt to mainstream the special features of the iPhone X (all glass, Face ID, etc.) and go back to just iPhone and iPhone Plus, but I am not sure that OLED will be cheap enough soon enough to do that.
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chinacat
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Post by chinacat on Sept 12, 2017 14:13:17 GMT -8
One other surprise/disappointment for me was the AR discussion. I expected that they would have worked closely with some key developers to have example apps with a bit broader range of uses. I mean, to me Augmented Reality offers more than virtual worlds projected on a table top. Heck, I find the virtual tape measure to be more exciting in some ways.
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Post by tuffett on Sept 12, 2017 14:43:23 GMT -8
This might sound trivial, but what I'm most upset about is control center requiring a swipe down from top on the iPhone X as opposed to swipe up from bottom. For a company that beat the drum on one-handed use when it suited them they sure don't seem to care about it anymore. Control center is something a lot of people use every day (and will use more frequently with iOS11) and it's now a two-handed operation for all except those who have giant hands. But opening and closing apps is used FAR MORE OFTEN than control center!!!! True, but both can currently be done one-handed. Not the case for the X.
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4aapl
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Post by 4aapl on Sept 12, 2017 15:18:05 GMT -8
One other surprise/disappointment for me was the AR discussion. I expected that they would have worked closely with some key developers to have example apps with a bit broader range of uses. I mean, to me Augmented Reality offers more than virtual worlds projected on a table top. Heck, I find the virtual tape measure to be more exciting in some ways. The glimpse at MLB looked like a good use of AR...basically the "tried and true" idea seen in movies like Terminator, with added info overlaid. Street names shown when driving. Identifying plants and animals. Even just names of people you see (and should remember), but in a way where you aren't staring at your phone while saying hi. At some point it could be Siri whispering in your ear. Finger print authentication has worked well for me, even with my old 5S. It doesn't like wet hands, or hands dried out from the cold. And if I get paint on them or rip up my finger a little while working, it's unhappy. That sounds like a lot of issues, but those are the edge cases, only 1-2% of the time. The question is how well facial recognition will work with some of those edge cases. While it might work ok with minimal sun glasses, what about ski goggles? It wouldn't like a face mask. Will Ti sunscreen affect it, or a lot of dirt or sweat? A small cut on the face, or acne? It will be interesting to see how consistent it is...expecting that Craig's issue today will be fixed. But I wouldn't mind having an option, on the finger print or facial recognition, to have multiple settings of security to make it less strict for people that don't need the maximum security. I'll probably go with an 8, though my wife is talking about a X. I do like that they fit more screen in a size only a little larger than the 8. At the same time, the pixel density went up, so am I going to have to bring it closer to my face, or zoom in more often? It looks like the retinal display of years ago has long since been surpassed, but my eyes have only gotten older. Reading a few older articles, it sounds like ~350 ppi at 25cm is about the best most with good unaided eyes can see. Even if I hold it at 22cm (~9 inches), that's still a max of 400. What good is the X's extra pixel density? The screen might be better in other ways, but I'm not getting the increased pixel density (450) over the 8 (326) or 8S (401) unless it's just a numbers war with the competition, or this is just the only option that is being made by the manufacturer.
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Post by tuffett on Sept 12, 2017 16:07:08 GMT -8
Not much discussion on the $50 increase to the base price iPhone 8. I would have thought if anything they would have gone the other way to create more of a value proposition compared to the X and to boost sales of the 8. This must mean that Apple is extremely confident about the 8 selling well in spite of the X. Gutsy move that looks very promising if they're right.
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