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Post by Tetrachloride on Nov 25, 2012 7:14:17 GMT -8
Question for anyone out there....does AAPL ever release any Black Friday or Cyber-Monday data? No, right? I don't seem to remember any but I can be wrong. Anyone know for sure? No is correct. Last year we got one report from an "inside source", that was about it. I expect a few comscore type reports. Numbers will be tough to compare with retailers expanding days/hours and more traffic moving online. 1 in 5 online purchase were Apple products if this is true, wow... EDITING. Original post of mine here was wrong. FALSE: Close to 20 % were iPads and iPhones. How to fill up the 80 %. Macs, Peripherals, iPods for sure. I'm not sure if the 80 % includes software, music or movies. TRUE: web commerce visited from mobile devices were led by iPad, iPhone and Android devices in that order. See original story here, not UPI. PR Newswire
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Post by Red Shirted Ensign on Nov 25, 2012 7:22:53 GMT -8
Another look at what is shaping up as a new way of measuring penetration in sales activity and a great holiday season... tech.fortune.cnn.com/category/apple-2-0/10% of online purchases -- and 88% of tablet purchases -- were made on an iPad Click to enlarge. Source: IBM Digital Analytics Benchmark FORTUNE -- Apple (AAPL) devices loomed larger than expected in IBM's (IBM) final report on this year's surge of online buying Thanksgiving Day and Black Friday. Online sales were up both days -- 17.4% and 20.7%, respectively -- from 2011. But the biggest surge came from mobile devices -- and in particular from purchases made on an iPad or iPhone. The highlights of IBM Digital Analytics Benchmark's Apple-related findings: The Mobile Factor: Mobile buying soared, with 24% of U.S. consumers using a mobile device to visit a retailer's site, up from 14.3% in 2011. Actual sales from mobile devices hit 16.3%, up from 9.8% in 2011. The Apple Factor: The iPad generated more traffic than any other tablet or smartphone, accounting for nearly 10% of online shopping. This was followed by the iPhone at 8.7% and all Google (GOOG) Android devices combined at only 5.5%. The iPad Factor: The iPad dominated tablet traffic at 88.3% followed by the Barnes and Noble (BKS) Nook at 3.1%, Amazon (AMZN) Kindle at 2.4% and the Samsung Galaxy at 1.8%. That only 5.5% of sales were made on Android devices was a bit of a shock given their rapid gains in market share in 2012. According to IDC, Android claimed 75% of the smartphones sold in the third quarter to Apple's 15%. Below: An IBM graphic summarizing its full findings. Click to enlarge. Posted in: Android, Apple, Black Friday, iPad, iPhone, Thanksgiving
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Post by lance on Nov 25, 2012 7:43:43 GMT -8
tech.fortune.cnn.com/2012/11/25/apple-ipad-black-friday/Another example of how the competition is not as big an issue for apple as analysts like to make out to be. They continue to sell everything they make especially in the tablet space and people will pay the premium for the better product and ipad is the best product. I think even apple will have growth in its ipods this quarter y-o-y. Apple firing on all cylinders all they need now is to release the iMac's before xmas.
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Post by appledoc on Nov 25, 2012 8:17:36 GMT -8
No is correct. Last year we got one report from an "inside source", that was about it. I expect a few comscore type reports. Numbers will be tough to compare with retailers expanding days/hours and more traffic moving online. 1 in 5 online purchase were Apple products if this is true, wow... Close to 20 % were iPads and iPhones. How to fill up the 80 %. Macs, Peripherals, iPods for sure. I'm not sure if the 80 % includes software, music or movies. I think you're reading it wrong. 10% of online shoppers purchased an iPad. 8.7% purchased an iPhone. That would leave 1.3% to purchase something else Apple. Edit: Actually, that link sucks. Total misinterpretation of the data. 10% of online purchases were made from an iPad. 8.7% from an iPhone. The PED link above is the correct interpretation.
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Post by Tetrachloride on Nov 25, 2012 8:47:06 GMT -8
thanks doc... I edited my post above to include this link PR NewswireWeb commerce from mobile devices is mainly done on iPads. The opening paragraph to the story is confusing because the rest of the story is about the source of the web commerce.
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Post by Red Shirted Ensign on Nov 25, 2012 9:02:44 GMT -8
It is confusing.....first, cyber sales are way UP. More people are consummating those sales on Apple products. Way more.
Then, many of those cyber sales, regardless how made and on what product, are to purchase Apple devices.....a cascading effect!
It now occurs to me that I bought my iPad mini on my 3rd gen iPad. That device was bought on-line from an ipad2. That device was bought on an original iPad. My iPhone 4S was bought from that iPad.
But...my iPhone 3GS was bought IN A STORE. (Horrors )
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Post by Deleted on Nov 25, 2012 9:32:24 GMT -8
Question for anyone out there....does AAPL ever release any Black Friday or Cyber-Monday data? No, right? I don't seem to remember any but I can be wrong. Anyone know for sure? No is correct. Last year we got one report from an "inside source", that was about it. I expect a few comscore type reports. Numbers will be tough to compare with retailers expanding days/hours and more traffic moving online. 1 in 5 online purchase were Apple products if this is true, wow... And next year, Apple may have its Easy Pay option up and running with Siri on my new Apple HDTV. Those 400M iTunes user accounts have lot of things to buy. ;D
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Post by Lstream on Nov 25, 2012 9:52:37 GMT -8
Salem, Massachusetts. 1692. Salmon Fishing in Newfoundland. 2011
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Mav
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Post by Mav on Nov 25, 2012 10:37:01 GMT -8
I love smoked salmon for the holidays! Really I do!
Pan-seared any number of ways (a little butter and salt, miso, etc.) works just fine too.
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Post by Deleted on Nov 25, 2012 11:01:12 GMT -8
Adding to the streams of consciousness and random things, Ballmer is standing in front of me. Anyone have a question for him?
Like, "Do you want to play with my iPad mini?"
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Post by Deleted on Nov 25, 2012 11:02:15 GMT -8
I love smoked salmon for the holidays! Really I do! Pan-seared any number of ways (a little butter and salt, miso, etc.) works just fine too. That's in the smoked salmon thread Mav.... ;D
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Post by Red Shirted Ensign on Nov 25, 2012 11:07:24 GMT -8
Adding to the streams of consciousness and random things, Ballmer is standing in front of me. Anyone have a question for him? Like, "Do you want to play with my iPad mini?" Ask him if he ever dreamed of being a starship captain. If he did, tell him to drop fifty pounds. ( we have standards)
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coma
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Post by coma on Nov 25, 2012 11:14:47 GMT -8
Adding to the streams of consciousness and random things, Ballmer is standing in front of me. Anyone have a question for him? Ask him when the Surface is going on sale, i.e., following in the foot prints of the Zune.
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Post by Deleted on Nov 25, 2012 11:34:11 GMT -8
Adding to the streams of consciousness and random things, Ballmer is standing in front of me. Anyone have a question for him? Like, "Do you want to play with my iPad mini?" Ask him if he ever dreamed of being a starship captain. If he did, tell him to drop fifty pounds. ( we have standards) Only fifty? I think your standards are slipping. Lol
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Post by Deleted on Nov 25, 2012 11:36:31 GMT -8
Adding to the streams of consciousness and random things, Ballmer is standing in front of me. Anyone have a question for him? Ask him when the Surface is going on sale, i.e., following in the foot prints of the Zune. Good one. He's learned to ignore the Apple logo on my MBA smiling back at him.
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Post by wolverine on Nov 25, 2012 11:48:15 GMT -8
Zeke and some others: based upon your response to me earlier, which I did not see at the time, you really ARE a "fanboy" (a term which I did not use in my original post, but now believe is entirely appropriate based upon the response you made, which was essentially just name-calling). I challenge you to find a single idea in my original post that is wrong; it is entirely a rational, questioning, skeptical response to what is going on in the market. If you cannot take being rationally challenged, then I'm sorry for you.
I have made a great deal of money on AAPL, like you, and I want to continue to make a great deal of money. You don't do that by "faith-based investing," which many here clearly do.
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Post by tuffett on Nov 25, 2012 12:00:01 GMT -8
^ The point is that Apple's existing products have plenty of growth left ahead of them. You said you can't see what they have in store for the future. Well, who can? Does the fact that you can't see the future mean Apple has no plans? Did you know they were developing the iPhone and iPad way back in 2002? Of course you didn't. You could have said "iPods are selling well but I don't see what they can do in the future to top it." That's what you are doing now.
I believe a lot of your questions were answered with logic as well.
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Post by greyfox15 on Nov 25, 2012 12:05:58 GMT -8
Clearly your post was based upon "faith based negativity". No facts.
Yes, many of us have made great sums of $'s with "faith based investing" in aapl and Steve. Likely will continue to. Are the earnings, products and 120 billion cash faith?
Please take your negativity away with u. Far away.
greyfox
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Post by wolverine on Nov 25, 2012 12:09:02 GMT -8
^ The point is that Apple's existing products have plenty of growth left ahead of them. You said you can't see what they have in store for the future. Well, who can? Does the fact that you can't see the future mean Apple has no plans? Did you know they were developing the iPhone and iPad way back in 2002? Of course you didn't. You could have said "iPods are selling well but I don't see what they can do in the future to top it." That's what you are doing now. My point is that there is a strong lack of intellectual curiosity and speculation among some of the regular posters here, based upon the response to my really pretty innocent initial post in this thread [read it]. I've seen this time and time again on this site in the ten years or so I've been following the Apple Finance Board (s). I think that our new moderator is a breath of fresh air, but many of the posters here continue to make their daily inane comments about "manipulation by the big boys" (with no proof) and "analysts who just don't get it" (despite the fact that it was a skeptical analyst–and not them– who "got it" for the last earnings). I will continue to monitor and post to this board, but I really take everything said here with more than a grain of salt. Too much is just "me-tooism" and groupthink. As I said earlier, people here would do well to take the motto "Think Different" to heart. If someone here doesn't want to ever be intellectually challenged, then why do they participate in a forum?
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Post by wolverine on Nov 25, 2012 12:09:58 GMT -8
Clearly your post was based upon "faith based negativity". No facts. Yes, many of us have made great sums of $'s with "faith based investing" in aapl and Steve. Likely will continue to. Are the earnings, products and 120 billion cash faith? Please take your negativity away with u. Far away. greyfox Did this post contribute anything to this forum? Take your own advice.
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Post by Lstream on Nov 25, 2012 12:33:28 GMT -8
Wolverine - I actually agree with some of what you are saying, regarding the types of posts we see here. You would just get a whole lot further if you went easier on the lecturing and name calling. Even if you think you were provoked.
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Mav
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Post by Mav on Nov 25, 2012 12:51:40 GMT -8
Pure boosterism goes against my, uh, belief system?
Back it up, bull or bear, and you'll do better than fine here.
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Mav
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Post by Mav on Nov 25, 2012 12:53:49 GMT -8
But there should be near universal agreement that Reydge needs to find an Apple forum better suited to him. Benefits all parties involved. Same with nate, Gregg, etc
Continued workaround of iPad's bans though = confirmation of troll
USA, 2012
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Post by Red Shirted Ensign on Nov 25, 2012 12:56:22 GMT -8
^ The point is that Apple's existing products have plenty of growth left ahead of them. You said you can't see what they have in store for the future. Well, who can? Does the fact that you can't see the future mean Apple has no plans? Did you know they were developing the iPhone and iPad way back in 2002? Of course you didn't. You could have said "iPods are selling well but I don't see what they can do in the future to top it." That's what you are doing now. My point is that there is a strong lack of intellectual curiosity and speculation among some of the regular posters here, based upon the response to my really pretty innocent initial post in this thread [read it]. I've seen this time and time again on this site in the ten years or so I've been following the Apple Finance Board (s). I think that our new moderator is a breath of fresh air, but many of the posters here continue to make their daily inane comments about "manipulation by the big boys" (with no proof) and "analysts who just don't get it" (despite the fact that it was a skeptical analyst–and not them– who "got it" for the last earnings). I will continue to monitor and post to this board, but I really take everything said here with more than a grain of salt. Too much is just "me-tooism" and groupthink. As I said earlier, people here would do well to take the motto "Think Different" to heart. If someone here doesn't want to ever be intellectually challenged, then why do they participate in a forum? Wolverine, I think you are talking about two different things. The daily, weekly, monthly price swings in AAPL are what drive the manipulation and Big Boy talk and the attendant frustration. The innovation and long-term prospects of Apple are a different story, and one that many here have tried to respond to. Apple has a skunk works funded by billions in cash investment. We can't see where the growing patent portfolio and R and D will lead, but why believe that a culture of innovation that has again and again proven disruptive to established industries will suddenly run dry? While past performance is no guarantee of future results, why not continue to have faith in a company that has 120 billion in cash, growth potential in its existing markets, has just re-worked its entire product line to great reviews, has a stock trading at a P/E of 13 and can fund its growth out of cash flow while stifling competitors through component deals, marketing blitzes and brand cachet that captures the profitable end of any sale? I'll stick with that company.
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Post by aaplcrazie on Nov 25, 2012 13:03:35 GMT -8
Adding to the streams of consciousness and random things, Ballmer is standing in front of me. Anyone have a question for him? Like, "Do you want to play with my iPad mini?" I was once at a wedding in Maine. The Maid of Honor worked for Microsoft in Redmond, needles to say I was in full Apple Kool-Aid Mode! At the time (dated) I had a Powerbook (G3) Wallstreet which also ran some variant of Windows. As a peace offering to her I booted into the Mac OS in another room and then walked to where she was standing while booting into Windows, When she heard the windoze chime she turned towards the sound as if to get assimilated with a look of happiness on her face. Suddenly she she see me walking towards her & the white Apple Logo on the lid of my Wallstreet and her whole face crumpled in incomprehension: "Thats A Mac!? yes says I "And your running Windows!!!??" Yes says I ...
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Post by wolverine on Nov 25, 2012 13:08:30 GMT -8
My point is that there is a strong lack of intellectual curiosity and speculation among some of the regular posters here, based upon the response to my really pretty innocent initial post in this thread [read it]. I've seen this time and time again on this site in the ten years or so I've been following the Apple Finance Board (s). I think that our new moderator is a breath of fresh air, but many of the posters here continue to make their daily inane comments about "manipulation by the big boys" (with no proof) and "analysts who just don't get it" (despite the fact that it was a skeptical analyst–and not them– who "got it" for the last earnings). I will continue to monitor and post to this board, but I really take everything said here with more than a grain of salt. Too much is just "me-tooism" and groupthink. As I said earlier, people here would do well to take the motto "Think Different" to heart. If someone here doesn't want to ever be intellectually challenged, then why do they participate in a forum? Wolverine, I think you are talking about two different things. The daily, weekly, monthly price swings in AAPL are what drive the manipulation and Big Boy talk and the attendant frustration. The innovation and long-term prospects of Apple are a different story, and one that many here have tried to respond to. Apple has a skunk works funded by billions in cash investment. We can't see where the growing patent portfolio and R and D will lead, but why believe that a culture of innovation that has again and again proven disruptive to established industries will suddenly run dry? While past performance is no guarantee of future results, why not continue to have faith in a company that has 120 billion in cash, growth potential in its existing markets, has just re-worked its entire product line to great reviews, has a stock trading at a P/E of 13 and can fund its growth out of cash flow while stifling competitors through component deals, marketing blitzes and brand cachet that captures the profitable end of any sale? I'll stick with that company. As will I: I just want to be sure that we are thinking through all the possibilities. Microsoft has had even more money in R & D than Apple, yet they didn't have Steve Jobs to guide the big picture, and now we don't either. We may–OR MAY NOT–have a terrific future of innovating our way through a variety of big industries. It remains to be seen ... that's all I'm saying. We need to be aware of any signals to the contrary, and to truly "think different." I feel like a skeptic in a Bigfoot true believers forum. I have not said anything that is beyond logical skepticism, yet I keep being attacked and called names by a variety of people. Investors need to be very careful of groupthink ...
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Post by Deleted on Nov 25, 2012 13:14:05 GMT -8
I feel like a skeptic in a Bigfoot true believers forum. I have not said anything that is beyond logical skepticism, yet I keep being attacked and called names by a variety of people. Investors need to be very careful of groupthink ... Just curious, what was your handle at the old AFB?
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Mav
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Post by Mav on Nov 25, 2012 13:15:38 GMT -8
firestorm, iPad mentioned.
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Post by wolverine on Nov 25, 2012 13:15:40 GMT -8
MBeauch will be all too pleased to fill you in, fellow northwesterner.
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Post by tuffett on Nov 25, 2012 13:24:40 GMT -8
^ The point is that Apple's existing products have plenty of growth left ahead of them. You said you can't see what they have in store for the future. Well, who can? Does the fact that you can't see the future mean Apple has no plans? Did you know they were developing the iPhone and iPad way back in 2002? Of course you didn't. You could have said "iPods are selling well but I don't see what they can do in the future to top it." That's what you are doing now. My point is that there is a strong lack of intellectual curiosity and speculation among some of the regular posters here, based upon the response to my really pretty innocent initial post in this thread [read it]. I've seen this time and time again on this site in the ten years or so I've been following the Apple Finance Board (s). I think that our new moderator is a breath of fresh air, but many of the posters here continue to make their daily inane comments about "manipulation by the big boys" (with no proof) and "analysts who just don't get it" (despite the fact that it was a skeptical analyst–and not them– who "got it" for the last earnings). I will continue to monitor and post to this board, but I really take everything said here with more than a grain of salt. Too much is just "me-tooism" and groupthink. As I said earlier, people here would do well to take the motto "Think Different" to heart. If someone here doesn't want to ever be intellectually challenged, then why do they participate in a forum? Nothing wrong with different viewpoints. But it's quite ironic that the supportive evidence you provide is more lacking than what you accuse the other side of lacking. There has been endless speculation here about Apple's past, present and future, both positive and negative. I am constantly intellectually challenged here. I just want to be sure that we are thinking through all the possibilities. Microsoft has had even more money in R & D than Apple, yet they didn't have Steve Jobs to guide the big picture, and now we don't either. We may–OR MAY NOT–have a terrific future of innovating our way through a variety of big industries. It remains to be seen ... that's all I'm saying. We need to be aware of any signals to the contrary, and to truly "think different." Nothing you mention here is anything that hasn't been discussed to death many, many months ago. Perhaps the reason you are being met with criticism is because it's already known and that there just aren't any real signs of Apple being anything different than what we know them to be.
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