"The wireless carrier is selling smartphones at a record pace -- 6.4 million already in the first two months of the quarter, according to Ralph de la Vega, CEO of AT&T's mobility arm. De la Vega, speaking at an investor conference today, said he now expects to sell 26 million smartphones this year, 1 million more than previously expected."
That puts AT&T at about 9.6M smart phones for this quarter - only 200,000 more than last year. Translates to about 7.7M iPhones - only 2% growth YOY.
The extrapolation is a guess but even if accurate, total iPhones sold this quarter is about production, not demand. And even De La Vega doesn't know how many iPhones get sold in December, especially the 4 and 4s which are much better options to the 5 than the 3GS was to the 4s a year ago.
De La Vega of ATT would love to sell more Windows phones because the users treat them like feature phones.
H-Fucking-P is up on a day Apple tanks. A company that actually loses money. As bad as Win 8 and the Surface are, HP doesn't even have a mobile strategy that I am aware of. HP stuck with PC's, which is like sticking with Meth as a lifestyle choice.
I mean, it's like comparing the US Navy to Trinidad and Tobago's.
Oh, and RIMM, another company with negative EPS, was up ~3% today.
"Our favorite holding period is forever." - Warren Buffett
It cracked crossing back over 644, media FUD-flingers. You're kinda late. I'm reminded of that OutKast song ("The Whole World")
Can you trust the stock? Maybe more like the market in general. There's also the matter of the crowded trade.
On the bright side, I do believe Tim Cook and the Apple Board are now at least .001% more likely to think of something like a buyback or stock split in the next 12 months.
Thanks, Steve. The AAPL Tree is now on Apple News (iOS + web-readable and SOON on macOS) at apple.news/TuY-CX_-jRziryK895rDu6g - for a jumble of AAPL fundamentals, tech comment and a bit of AAPL chart nonsense | the ol' blog's at aapltree.wordpress.com | archived blog's on Medium @aapltree | Twitter @aapltree
It cracked crossing back over 644, media FUD-flingers. You're kinda late. I'm reminded of that OutKast song ("The Whole World")
Can you trust the stock? Maybe more like the market in general. There's also the matter of the crowded trade.
On the bright side, I do believe Tim Cook and the Apple Board are now at least .001% more likely to think of something like a buyback or stock split in the next 12 months.
Unfortunately, will most likely only have an interest as an Apple user and not an investor by then.
Post by nathanstevens on Dec 5, 2012 15:47:12 GMT -8
Spent the day mountain biking today enjoying the amazing 65 degree weather in the Colorado front range. Needless to say, I was a bit shocked when I got back and saw the stock price. Did CNBC announce the death of TC or that apple decided to stop selling iPhones and iPads?
Thanks, Steve. The AAPL Tree is now on Apple News (iOS + web-readable and SOON on macOS) at apple.news/TuY-CX_-jRziryK895rDu6g - for a jumble of AAPL fundamentals, tech comment and a bit of AAPL chart nonsense | the ol' blog's at aapltree.wordpress.com | archived blog's on Medium @aapltree | Twitter @aapltree
Even (especially) on sh*t days, Scott always makes me feels better...
I really like Scott - everything is matter of fact and very pragmatic. It is what it is. Although - I am not loving his worse case scenario which sounds like if another shoulder forms we could be going WAY down. He's not ready to say that but he throws it out there. ugh.
Last Edit: Dec 5, 2012 15:57:14 GMT -8 by phoebear611
"Cease endlessly striving for what you would like to do and learn to love what must be done." Goethe
Post by phoebear611 on Dec 5, 2012 15:56:11 GMT -8
TC will never say anything....but it bums me out that nothing is said about the company in general....throw us a positive bone now and then. No need to worry about the bad news - the street will make some up if there is no real one.
"Cease endlessly striving for what you would like to do and learn to love what must be done." Goethe
I have a hard time seeing a head and shoulders when AAPL never really got all that close to 644 on the bounce.
Unless you're looking at something like this:
Prepare for everything, but if you can get AAPL crashing down to valuation levels formerly occupied by, like RIMM (when, y'know, it had actual net income), the entire market should go down with it.
Best in breed stocks shouldn't be "trusted" anyway. Trade or invest based on timeframe. That's the universal truth until it isn't.
Thanks, Steve. The AAPL Tree is now on Apple News (iOS + web-readable and SOON on macOS) at apple.news/TuY-CX_-jRziryK895rDu6g - for a jumble of AAPL fundamentals, tech comment and a bit of AAPL chart nonsense | the ol' blog's at aapltree.wordpress.com | archived blog's on Medium @aapltree | Twitter @aapltree
Even (especially) on sh*t days, Scott always makes me feels better...
I really like Scott - everything is matter of fact and very pragmatic. It is what it is. Although - I am not loving his worse case scenario which sounds like if another shoulder forms we could be going WAY down. He's not ready to say that but he throws it out there. ugh.
That was depressing - sounds like an apple bull who has finally lost his faith.
The talk of a H&S on the weekly is very disturbing. If AAPL drops to 400 I would think they would contemplate taking the company private. I am sure there would be plenty of investors more than willing to step up. China?
There is no clue on what percentage of phones are iPhones - even if growth at AT&T is only 10% for all smartphones, it's possible that iPhone makes up a larger percentage of sales, and consequently Apple could have much higher than 10% growth on AT&T.
Well considering last year the iphone made up 77% of AT&T's sales, you do the math. My guess is slightly up from last year at this time at AT&T. I do believe this is having an impact today. I am going to have to dig and see how far along the roll out was last year at this time to make comparisons. (Country availability)
Lately, I've had friends who have opted to go the Virgin Mobile route with no 2-year contract involved and fees of about $30/month, even though they have to pay the full unsubsidized price for the phone of $650. It's a better deal in the long run and they can upgrade at any time and sell the phone on Ebay. So, I wonder how many more customers these independent cell services have picked up?
TC will never say anything....but it bums me out that nothing is said about the company in general....throw us a positive bone now and then. No need to worry about the bad news - the street will make some up if there is no real one.
What should he say exactly? "I'm sorry the stock is only up 35% or so on the year"
Thanks, Steve. The AAPL Tree is now on Apple News (iOS + web-readable and SOON on macOS) at apple.news/TuY-CX_-jRziryK895rDu6g - for a jumble of AAPL fundamentals, tech comment and a bit of AAPL chart nonsense | the ol' blog's at aapltree.wordpress.com | archived blog's on Medium @aapltree | Twitter @aapltree
The talk of a H&S on the weekly is very disturbing. If AAPL drops to 400 I would think they would contemplate taking the company private. I am sure there would be plenty of investors more than willing to step up. China?
On the one hand, TA isn't predictive, but now TA is giving oxygen to a H&S pattern that takes AAPL to $400. Makes perfect sense, thank you.
And Wall Street wonders why the retail investor distrusts it.
The last time - June 4 - don't ask me how I remember - we reached 547 - we closed at 562. I'm hoping history duplicates itself and voting for a 562 close.
LOL, you ad me go back and look. The stockcharts site shows split adjusted numbers which totally screws up the numbers. It does show a 562 close, but a low of 543. Now add 5 to each, carry the .2, divide by 4, multiply by 6, square the denominator.............
It's annoying enough to make me ditch stockcharts. Is consistent data too much to ask? Blah.
Still waiting to be included in Apple's target market, in the meantime I own AAPL, an iMac, a MacBook Pro, an iPad mini, iPod shuffle and an iPhone. Still waiting on my xMac
in the FWIW department, a Apple guy who knows something about retail whispered in my ear that Apple is "doing good" this holiday quarter. That is code for: Apple is ROCKING!
SomeJuan: M1X... 16 cores of CPU, 16 cores of GPU, 4nm TSM fab, katy bar the door...
Jan 16, 2021 6:45:11 GMT -8
mercel: It's been a long strange trip - good to see you're still around (and in AAPL -my assumption).
May 10, 2019 9:48:32 GMT -8
Zeke: Long time no see. Nice to see familiar names still here.
Mar 25, 2019 11:42:52 GMT -8
sponge: Regarding the future of VR, I think it will be huge. I was a gamer when I was in college. But as an adult I lost interest. Last fall I flew up to visit my son at college and check out his new Vive set up. After playing with it for the weekend, I was
Apr 29, 2018 12:25:17 GMT -8
galleybob: thanks for your answer. I will copy and send to her
Nov 7, 2017 12:32:18 GMT -8
rickag: So since Jan 28th 2015 AAPL is up from 117.27 to 157.21
Aug 21, 2017 17:09:43 GMT -8
*
artman1033: VXAPL = 29.21 AAPL = $117.27 AFTER EARNINGS
Jan 28, 2015 11:54:46 GMT -8
artman1033: VXAPL = 44.94 AAPL = $110.39 BEFORE EARNINGS
Jan 27, 2015 8:12:53 GMT -8