chinacat
Moderator
AAPL Long since 2006
Posts: 4,426
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Post by chinacat on Feb 10, 2018 7:32:59 GMT -8
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Post by rmhe1999 on Feb 10, 2018 9:55:42 GMT -8
Out HomePod arrived late last night. The wife and I set it up in our basement bar area. Love the sound and the Siri response. As noted by others, Siri is quick to recognize her name from far away and also while music is in playback. Our basement has a home theater on one and the bar area on the other. While the speaker isn't quite loud enough to fill the whole basement with sound (I had no expectation that it would), I was hopeful to use our Apple TV in the theatre to pump music through both the theater speakers and the HomePod as well. Currently Airplay will let me do one or the other, but not both at the same time. As I understand it, Airplay2 may solve this conundrum; need to read up on it some more. Was also impressed with Siri's integration into HomeKit, using it to control an array of Philips Hue lighting. One last note, Siri seemed much more capable on the HomePod than in the iPhone. Is that possible? She seems to have more contextual awareness. Such as, "Hey Siri, go back to the last lighting theme." Overall, love the product and love its integration into our home.
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Post by appledoc on Feb 10, 2018 11:14:43 GMT -8
My guess for the S&P, which I think AAPL will trend with, is that we had 5 waves down from the January 26 high to Friday's low. Big red dog reversal off the SMA200 for the SPY, which I fully expect to see good follow through on Monday. Should get a three wave correction here, and I would look for at least 274 on the SPY. But it's a perfect setup for a bear trap, so could push higher, maybe even above the January high.
There's the possibility we're entering a bear market, but I'm of the opinion that the economy is too good for that to be true, and we're just reigning in some unrealistic gains.
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Post by Luckychoices on Feb 10, 2018 13:15:57 GMT -8
My apologies for those who have already seen this commercial but, even though it was released last September, my wife and I just saw it the other night during the Winter Olympics broadcast. We thought it was *so* well done, using real people to tell their personal story of how the Apple Watch helped, and is helping, them to improve and maintain their health. IMO, the Apple naysayers that still denigrate the innovation and success of the Apple Watch are far off the mark and have overlooked an extremely important product that will continue to bring revenue to Apple and better health to its users. Apple Watch — Dear Apple
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Post by pauls on Feb 10, 2018 14:29:43 GMT -8
Loving the new HomePod. The ability of the microphones to pick up my voice from 30' away, speaking in a normal tone, while music is playing considerably louder, is, well, magic. So far over a couple of days, Siri has understood every command, first time, perfectly.
Sound quality is everything others say it is. I will definitely buy a 2nd one as soon as 'stereo' mode is enabled in software update, as our living room is around 700 sq. ft. But as it is, the sound is clear and clean while moving about the space.
I'm not sure how big a boost this product will make to the bottom line, but I'm confident it will only strengthen brand loyalty.
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Post by Luckychoices on Feb 10, 2018 15:09:56 GMT -8
I saw the enclosed post below the article from the included link. I thought the commenter gave a *great* explanation of why the recent Apple Earnings Report was incorrectly interpreted by many analysts and also by many Apple share holders/traders/naysayers. I particularly like the basket player example he used to illustrate his point. One focused only upon the total number of iPhones sold during the quarter could be disappointed...but it's the revenue, stupid. When Apple guides between $84 billion and $87 billion, $88.2 billion is not a disappointment in anyone's world. Apple: Get Ready To Buy Back SharesApplocrat Comments (1127) |+ Follow |Send Message |
No. The iPhone "stagnation" is a false narrative. I understand its pervasive, oft-repeated but repeating something doesn't make it true. I can say I CAN FLY all i like, i still wouldn't leap off a building.
Its false in two ways at least. Which is all i have time for. I will write up the one that to my knowledge is least appreciated first.
The ASP of iPhone went up a hundred dollars over last year. Wall street was expecting an ASP in the 750s not the 790s so what does this mean? It means they sold MANY MORE X's than imagined.
But don't check out on me yet because this is the part where it gets REALLY interesting. You know those models the analysts use? Well here is how they are built. They decide how much revenue a segment will generate then figure the average selling price then divide the revenue by the ASP to generate units sold. Absorb that. Really. The only reason Apple was EXPECTED TO SELL 80 million phones is because the analysts assumed a much lower selling price. Proof, well the proof is in the math. If you want more, consider the redoubtable Horace Deidu. He got Apple's revenue on the nose. 88.2999 billion vs 88.3 billion reported. However his estimate, was for 86.5 million iPhones BECAUSE he assumed a much lower ASP.
So the phone number is derivative of the revenue numbers and Apple annihilated the ASP to the upside.
Its exactly as if you were calculating how many games it would take a basketball player to score 30,000 points and you decided it would take them 1250 games because they would average 25, but then they were even better than you imagined and they averaged 30; so it only took 1000 games. Now imagine if on their 1001st game you talked about what a DISAPPOINTMENT their play was because they had taken too few games! This is exactly what happened.
Notice the point isn't just that the average was higher and thats GOOD the point is more significant still. Its that the total number of iPhones or games is derived FROM the average. In order to understand these numbers and whether they constitute a miss we need to understand not just what they are, but HOW they are created. And the ASP number the one that Apple smashed is PRIMARY and the phone sales are derived from it. 09 Feb 2018, 01:45 PM Report Abuse
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Post by dreamRaj on Feb 10, 2018 20:18:55 GMT -8
Luckychoices - Thanks for the above post. That is such a proper analysis of what really is important. I find it hard to believe that most analysts are so dumb that they don't know this. It's clearly their choice to instead manipulate simply because they can knowing that their company/clientele will profit from it. The same bastards will come out with positive words when AAPL rises over 175 again.
What's sad is none of these analysts have been, or will be, held accountable for playing these games.
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Post by hledgard on Feb 11, 2018 6:03:27 GMT -8
My apologies for those who have already seen this commercial but, even though it was released last September, my wife and I just saw it the other night during the Winter Olympics broadcast. We thought it was *so* well done, using real people to tell their personal story of how the Apple Watch helped, and is helping, them to improve and maintain their health. IMO, the Apple naysayers that still denigrate the innovation and success of the Apple Watch are far off the mark and have overlooked an extremely important product that will continue to bring revenue to Apple and better health to its users. Apple Watch — Dear Apple Wow, what a superb ad. Beautifully done ! ! And for a long ad, it was NOT boring ! !
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Ted
fire starter
Posts: 882
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Post by Ted on Feb 11, 2018 13:25:02 GMT -8
I'm sure Google's rediscovered interest in competing with iPhones - via the purchase of HTC's phone assets - will work out just fine. 🙄 Pixel Phones Have Hardware Issues - New 7-Count Class Action "Google designed, manufactured, marketed, and sold the Pixel phones. It promoted the Pixel phones as premium products and priced them from $649 to $869. Yet, immediately after launching the phones, customers complained directly to Google of "severe microphone issues." Despite receiving hundreds of complaints shortly after launch—and admitting the phones have a 'faulty microphone'—Google continues to sell the Pixel phones without telling purchasers about the microphone defect."
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Post by dreamRaj on Feb 11, 2018 17:03:15 GMT -8
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bud777
fire starter
Posts: 1,352
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Post by bud777 on Feb 12, 2018 6:22:55 GMT -8
This article says it was posted 3 hours ago. Your post says 13 hours ago. How does that work?
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coma
Member
Posts: 522
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Post by coma on Feb 12, 2018 6:48:46 GMT -8
This article says it was posted 3 hours ago. Your post says 13 hours ago. How does that work? It's Apples new top secret time warp app, it slipped out and wasn't supposed to be released yet . . .
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bud777
fire starter
Posts: 1,352
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Post by bud777 on Feb 12, 2018 9:40:22 GMT -8
This article says it was posted 3 hours ago. Your post says 13 hours ago. How does that work? It's Apples new top secret time warp app, it slipped out and wasn't supposed to be released yet . . . Remind me to pay special attention to DreamRaj's predictions
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