Since84
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To infinity and beyond!
Posts: 3,933
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Post by Since84 on Sept 26, 2017 2:26:23 GMT -8
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Post by hledgard on Sept 26, 2017 4:57:44 GMT -8
The Forbes article seems compelling. And really, as he suggests, the release of the X at this time possibly a major mistake.
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Sept 26, 2017 5:27:28 GMT -8
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Post by macster on Sept 26, 2017 5:49:09 GMT -8
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Post by dmiller on Sept 26, 2017 6:03:53 GMT -8
I'm reluctant to "like" any reference to the Osborne effect.
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Post by lulli on Sept 26, 2017 6:34:24 GMT -8
The Forbes article seems compelling. And really, as he suggests, the release of the X at this time possibly a major mistake. It's some idle speculation. He doesn't have any data. The analysis of the effect he is talking about probably played a major role in Apple choosing the prices for the X.
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4aapl
Moderator
Posts: 3,655
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Post by 4aapl on Sept 26, 2017 6:49:48 GMT -8
That was great! I definitely felt that way at times, watching the demo. But like products that aren't quite aimed at me, I just had to decide that being an animated chicken was a make or break feature for someone out there. And the Poop that never got talked about? Sure, we could call it frozen yogurt or whirled potatoes...or just avoid mentioning it even though it was put on the main screen. Well, that surprised me and didn't seem very Apple-like. But there are times I feel like I'm getting old, and just don't understand those darn kids. Whoever that is, I hope they buy lots of iPhones! (nice bounce. Off to go move boulders, building trail with older retired trail leaders on TRTA. Go AAPL...though keep an eye on the whole market too. It needs a little breather too, but hopefully not a near-10% dip right now when AAPL is recovering from it's)
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Post by Luckychoices on Sept 26, 2017 6:54:53 GMT -8
The Forbes article seems compelling. And really, as he suggests, the release of the X at this time possibly a major mistake. Two basic rules for AAPL investors: Rule #1. Ignore anything Ewan Spence writes about Apple or AAPL. Rule #2. Reread and follow Rule #1.
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Post by macster on Sept 26, 2017 7:11:06 GMT -8
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bud777
fire starter
Posts: 1,353
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Post by bud777 on Sept 26, 2017 7:19:58 GMT -8
The Forbes article seems compelling. And really, as he suggests, the release of the X at this time possibly a major mistake. It's some idle speculation. He doesn't have any data. The analysis of the effect he is talking about probably played a major role in Apple choosing the prices for the X. I attended a conference in 1983 that was concerned with the early market in electronic design. The conference had assigned seating and I happened to be seated at a table with the head of Bell Labs and Intel head Robert Noyce. Naturally, everyone at the table just listened to their conversation. I remember the head of ATT ( I don't remember his name ) saying "The difference between us and everyone else is we have the numbers and they are just guessing". When I read an article by someone like Ewan Spence, I have to almost admire his capacity for self delusion. Does he really think that a company as deliberative as Apple would make the kind of blunder he claims? I think it is a reasonable assumption that these marketing decisions are being made by people with not just the numbers, but a thorough understanding of marketing. Spence's LinkedIn resume claims 2 years of physics and a two year nursing degree. A two year physics degree says, "I didn't really get calculus". When followed by a nursing degree, it reeks of an unemployable struggling to find a way to survive. Fortunately, the standards of the Forbes network are low enough that he has found a home.
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Post by tuffett on Sept 26, 2017 7:41:50 GMT -8
I don’t see obvious long term growth (though I see the possibility). What I do see is consistently massive cash generation and Apple’s willingness to use that to enrich shareholders through both increasing dividends and buybacks. I also see a good valuation. Good enough for me. Growth would be a bonus.
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Post by mrentropy on Sept 26, 2017 10:05:52 GMT -8
It's some idle speculation. He doesn't have any data. The analysis of the effect he is talking about probably played a major role in Apple choosing the prices for the X. I attended a conference in 1983 that was concerned with the early market in electronic design. The conference had assigned seating and I happened to be seated at a table with the head of Bell Labs and Intel head Robert Noyce. Naturally, everyone at the table just listened to their conversation. I remember the head of ATT ( I don't remember his name ) saying "The difference between us and everyone else is we have the numbers and they are just guessing". When I read an article by someone like Ewan Spence, I have to almost admire his capacity for self delusion. Does he really think that a company as deliberative as Apple would make the kind of blunder he claims? I think it is a reasonable assumption that these marketing decisions are being made by people with not just the numbers, but a thorough understanding of marketing. Spence's LinkedIn resume claims 2 years of physics and a two year nursing degree. A two year physics degree says, "I didn't really get calculus". When followed by a nursing degree, it reeks of an unemployable struggling to find a way to survive. Fortunately, the standards of the Forbes network are low enough that he has found a home. You forgot his burgeoning carrer as a wedding DJ, or did he take that off of his resume?
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Sept 26, 2017 13:51:17 GMT -8
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Post by hledgard on Sept 26, 2017 14:03:17 GMT -8
It's some idle speculation. He doesn't have any data. The analysis of the effect he is talking about probably played a major role in Apple choosing the prices for the X. I attended a conference in 1983 that was concerned with the early market in electronic design. The conference had assigned seating and I happened to be seated at a table with the head of Bell Labs and Intel head Robert Noyce. Naturally, everyone at the table just listened to their conversation. I remember the head of ATT ( I don't remember his name ) saying "The difference between us and everyone else is we have the numbers and they are just guessing". When I read an article by someone like Ewan Spence, I have to almost admire his capacity for self delusion. Does he really think that a company as deliberative as Apple would make the kind of blunder he claims? I think it is a reasonable assumption that these marketing decisions are being made by people with not just the numbers, but a thorough understanding of marketing. Spence's LinkedIn resume claims 2 years of physics and a two year nursing degree. A two year physics degree says, "I didn't really get calculus". When followed by a nursing degree, it reeks of an unemployable struggling to find a way to survive. Fortunately, the standards of the Forbes network are low enough that he has found a home. You may be right! It is true now, that one can buy a phone from Apple in $50 or $100 increments from say $450 to $1000. Accommodates many options for the would-be buyer.
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