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Post by Deleted on Dec 13, 2012 11:35:32 GMT -8
Obviously Google have not reintroduced their free map app because they are feeling charitable but to make money. After installing the app, I had to go six levels deep to switch off 'Location data collection". In case others installed the app and don't want to send Google their data: Google Maps opens with a stark reminder about one of the primary subjects in the custody battle between Apple and Google – user data. It boots up with a pre-filled checkbox that authorizes the app to send anonymous location back to Google to help it improve traffic and other services. You can of course opt out of it, but the page is slightly misleading. The “Accept & Continue” button refers to agreeing to the Terms of Service and Privacy Policy, but the check mark seems to imply that it’s required. If you already authorized the data collection and want to disable it, you can, but it’s buried deep within the app. You’ll need to click on the person icon, then the settings gear, “About, terms & privacy”, “Terms & privacy”, “Location data collection”. Thanks for that! As much as. Hate google, the app is beautifully designed.
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Post by rob_london on Dec 13, 2012 11:40:49 GMT -8
In case others installed the app and don't want to send Google their data: Google Maps opens with a stark reminder about one of the primary subjects in the custody battle between Apple and Google – user data. It boots up with a pre-filled checkbox that authorizes the app to send anonymous location back to Google to help it improve traffic and other services. You can of course opt out of it, but the page is slightly misleading. The “Accept & Continue” button refers to agreeing to the Terms of Service and Privacy Policy, but the check mark seems to imply that it’s required. If you already authorized the data collection and want to disable it, you can, but it’s buried deep within the app. You’ll need to click on the person icon, then the settings gear, “About, terms & privacy”, “Terms & privacy”, “Location data collection”. Thanks for that! As much as. Hate google, the app is beautifully designed. The integration of StreetView into Search is particularly impressive.
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Post by po1nt on Dec 13, 2012 11:40:51 GMT -8
526 is also where our trend line is from 505/517/522. Hoping that holds. Well, we bounced off of it.... not very convincing though....
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Post by pauls on Dec 13, 2012 11:41:54 GMT -8
Someone will probably be losing their job over that blunder. I have a hard time believing that the offending letter wasn't vetted by the top. I guess it's possible, but I think there is more to the story. More likely it was a gambit in negotiations that served its purpose (or failed). The chess moves in mobile get more fascinating by the day.
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Post by rickag on Dec 13, 2012 11:43:33 GMT -8
It doesn't look good at this point, half expect a violent flush near end of trading all the way down to intraday $505 low based solely on gut. Sentiment appears broken.
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Post by pauls on Dec 13, 2012 11:47:43 GMT -8
Thanks for that! As much as. Hate google, the app is beautifully designed. The integration of StreetView into Search is particularly impressive. Between google maps and google voice search, they are adding huge value to iOS. I wish I could interact with their map app via voice.
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Post by Deleted on Dec 13, 2012 12:27:29 GMT -8
Someone will probably be losing their job over that blunder. I have a hard time believing that the offending letter wasn't vetted by the top. I guess it's possible, but I think there is more to the story. More likely it was a gambit in negotiations that served its purpose (or failed). The chess moves in mobile get more fascinating by the day. Someone replied to a comment I left on a asymco post regarding Qualcomm: "According to iSuppli, the highest cost components in the iPhone 5 are (descending order): $44 display/touchscreen $34 wireless baseband/RF/PA (from Qualcomm) $33 mechanical/electromechanical $18 cameras $17 A6 processor $10 DRAM $10 Flash" As much as I doubt iSuppli's accuracy, they are probably in the ballpark. Obviously apple could save a fair amount and improve margins by integrating the baseband into the SoC, but of course they would still need to pay Qualcomm some royalty amount.
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Post by appledoc on Dec 13, 2012 12:32:57 GMT -8
It doesn't look good at this point, half expect a violent flush near end of trading all the way down to intraday $505 low based solely on gut. Sentiment appears broken. No no no. Too many important levels to slice through to get to 505 that quickly.
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Post by Deleted on Dec 13, 2012 12:33:20 GMT -8
Without any earth shattering news, does anyone really see us going significantly below 500 before earnings? I don't think so.
IMO, the risk reward on AAPL is very attractive at present levels - I can see a max of $30 drop, and easily an upside shooting AAPL above $600 within the next month.
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Mav
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Post by Mav on Dec 13, 2012 12:51:19 GMT -8
AAPL under big pressure, but prognosis IMHO remains grim vs. DOOOOOMED.
The 505-530 zone (maybe 490ish if it's only a quick trip) is key. "Amusingly", double bottom still cannot be ruled out. Yet.
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Post by alxyz on Dec 13, 2012 13:01:14 GMT -8
I like this guy's slant on the flap over maps: "One way to do that would be for Apple to make the best map program in the world. So far, they haven't done that. But while Google wants to promote Android, Google also doesn't want to lose the vast customer base that is iPhone and iPad map users. So they've responded by writing a Google Maps program that's much better than the old Google Maps—one that feature vector graphics and spoken directions and Google's superior mapping data. So pride aside, from Apple's viewpoint this is a win. Apple's not in the maps business, they're in the device and platform business. Their problem as of a year ago is that their platform didn't have a great maps program. Now it does. Mission accomplished." By Matthew Yglesias | in Slate
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Post by bernard on Dec 13, 2012 13:04:49 GMT -8
Without any earth shattering news, does anyone really see us going significantly below 500 before earnings? I don't think so. IMO, the risk reward on AAPL is very attractive at present levels - I can see a max of $30 drop, and easily an upside shooting AAPL above $600 within the next month. HOK. Looking further into the future, and these will be all be WAGs, what do you see as an absolute bottom for 2013? Or looking another way what is the minimum trailing PE for the next year?
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Post by appledoc on Dec 13, 2012 13:05:26 GMT -8
I like this guy's slant on the flap over maps: "One way to do that would be for Apple to make the best map program in the world. So far, they haven't done that. But while Google wants to promote Android, Google also doesn't want to lose the vast customer base that is iPhone and iPad map users. So they've responded by writing a Google Maps program that's much better than the old Google Maps—one that feature vector graphics and spoken directions and Google's superior mapping data. So pride aside, from Apple's viewpoint this is a win. Apple's not in the maps business, they're in the device and platform business. Their problem as of a year ago is that their platform didn't have a great maps program. Now it does. Mission accomplished." By Matthew Yglesias | in Slate Don't kid yourself though. Apple still wants to destroy Google at their own game: SEARCH. Search on iOS maps > search on Google maps.
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Post by wheeles on Dec 13, 2012 13:12:05 GMT -8
Quite a lot of buying volume in that final bar. I'm guessing there was a lot of 530 weekly put holders exiting.
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JDSoCal
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Post by JDSoCal on Dec 13, 2012 13:54:44 GMT -8
These are last night's numbers.
Stk Calls Puts 525 1,136 5,894 530 2,373 5,824 535 3,722 5,153 540 6,766 5,580 545 7,743 4,754
My guess is range is now under 530.
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Post by rickag on Dec 13, 2012 15:01:32 GMT -8
It doesn't look good at this point, half expect a violent flush near end of trading all the way down to intraday $505 low based solely on gut. Sentiment appears broken. Troll much. I get tired of all these woe is me posts. If you don't have anything constructive to post please refrain from trying to depress the rest of us. I'm going to put you on my ignore list. Oppppppps, that was me, I'm quoting. Schizophrenia is hard to control, don't mind me or the other me, carry on.
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Post by alice on Dec 13, 2012 15:40:41 GMT -8
Good JAN ER will take aapl up. We will know in 5 weeks. Good ER = EPS > 14
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Post by podboy on Dec 13, 2012 15:49:55 GMT -8
Best part of my day was Rick putting himself on his ignore list.
I don't like the fact that my mood is tied up in how well aapl did on the given day. Something's gotta change, I already am fully invested I think I'm going to stop checking the ticket 6279742 times a day. There's much more to life than money, I have to start enjoying myself more.
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Post by podboy on Dec 13, 2012 15:50:45 GMT -8
Sorry for the dear diary post : )
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Post by Deleted on Dec 13, 2012 15:55:17 GMT -8
Without any earth shattering news, does anyone really see us going significantly below 500 before earnings? I don't think so. IMO, the risk reward on AAPL is very attractive at present levels - I can see a max of $30 drop, and easily an upside shooting AAPL above $600 within the next month. HOK. Looking further into the future, and these will be all be WAGs, what do you see as an absolute bottom for 2013? Or looking another way what is the minimum trailing PE for the next year? My fair value is free cash flow + cash on hand. Apple generated over $50 billion in free cash flow in their just completed financial year. Any company that isn't shrinking should get at least a market valuation of 10x that figure. I take that figure and add the cash pile. At present that equals about $660 per share. Interestingly, if you don't include cash, a 10x free cash flow amount would get you to about $530 per share (!).
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Post by Tetrachloride on Dec 13, 2012 16:20:53 GMT -8
Burgess, your valuation is a refrain I've seen in various mathematical forms.
AAPL share price can be a function of cash, OR of free cash flow OR of PE/PEG.
Somehow, Wall Street likes to omit or discount one of those. The remaining function is what is used to make the share price.
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Post by gtrplyr on Dec 13, 2012 16:29:11 GMT -8
It doesn't look good at this point, half expect a violent flush near end of trading all the way down to intraday $505 low based solely on gut. Sentiment appears broken. Troll much. I get tired of all these woe is me posts. If you don't have anything constructive to post please refrain from trying to depress the rest of us. I'm going to put you on my ignore list. Oppppppps, that was me, I'm quoting. Schizophrenia is hard to control, don't mind me or the other me, carry on. HA .... just noticed your in Arlington ! My old hometown ... grew up there and even graduated from UTA . Watching this stock is simply painful right now ... I have to keep reminding myself how many times we've been through this kind of thing in the last 8 years or so that I've owned it.
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Post by phoebear611 on Dec 13, 2012 16:50:30 GMT -8
So Boehner and Obama met a short while ago in what is being categorized as a meeting with "frank discussions" (really? aren't they all frank? you mean we've been effing around this whole time?) Anyway...Boehner was suppose to be going to Ohio. Does he still go? Does he stay? Will cancelling his trip signal that the deal will get cut? Can it turn the markets? Will AAPL follow? Stay tuned....same Bat-time....same Bat-channel.
This really has become a soap opera...now I need to be on the look out for cancelled plane tickets to Ohio to have an edge in the market. Lovely.
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Post by wheeles on Dec 13, 2012 16:51:47 GMT -8
Burgess, your valuation is a refrain I've seen in various mathematical forms. AAPL share price theoretical value can be a function of cash, OR of free cash flow OR of PE/PEG. Fixed it for you. Ultimately the price is a function of liquidity. If it wasn't, then we would not get these meltdowns in price when over-margined longs get squeezed, or the last 3.5 years of market climb thanks to the system getting flooded with free cash.
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Post by wheeles on Dec 13, 2012 16:58:30 GMT -8
So Boehner and Obama met a short while ago in what is being categorized as a meeting with "frank discussions" (really? aren't they all frank? you mean we've been effing around this whole time?) Anyway...Boehner was suppose to be going to Ohio. Does he still go? Does he stay? Will cancelling his trip signal that the deal will get cut? Can it turn the markets? Will AAPL follow? Stay tuned....same Bat-time....same Bat-channel. This really has become a soap opera...now I need to be on the look out for cancelled plane tickets to Ohio to have an edge in the market. Lovely. As a foreigner looking in, it seems to me that this whole thing is all posturing. Both sides know that taxes must climb and spending get slashed, but neither side wishes to be the ones seen pushing for it. So, they'll hem and haw and make it look like they are trying, but in the end they will run out of time. Then they will point the finger of blame at each other as the fiscal cliff kicks in, but in truth it's what they want all along.
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Post by playultimate on Dec 13, 2012 17:17:57 GMT -8
So Boehner and Obama met a short while ago in what is being categorized as a meeting with "frank discussions" (really? aren't they all frank? you mean we've been effing around this whole time?) Anyway...Boehner was suppose to be going to Ohio. Does he still go? Does he stay? Will cancelling his trip signal that the deal will get cut? Can it turn the markets? Will AAPL follow? Stay tuned....same Bat-time....same Bat-channel. This really has become a soap opera...now I need to be on the look out for cancelled plane tickets to Ohio to have an edge in the market. Lovely. As a foreigner looking in, it seems to me that this whole thing is all posturing. Both sides know that taxes must climb and spending get slashed, but neither side wishes to be the ones seen pushing for it. So, they'll hem and haw and make it look like they are trying, but in the end they will run out of time. Then they will point the finger of blame at each other as the fiscal cliff kicks in, but in truth it's what they want all along. Agreed. The Republicans are in tough negotiating position. If they do nothing, rates go up, military budgets are slashed, and they are blamed for the tax increase on the middle class. The POTUS can then come in and save the day by giving the middle class a tax cut. And if we move into another recession, it will still be blamed on the Republicans for not working with the POTUS to prevent the fiscal cliff.
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Mav
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Post by Mav on Dec 13, 2012 17:33:44 GMT -8
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Post by Deleted on Dec 13, 2012 18:09:19 GMT -8
So 20DAYEMA over on Stocktwits put up a bunch of info/charts indicating that institutions have been the big buyers and retail the sellers as defined by blocks of greater/less than 10k share (block vs. non-block) amounts. Yeah that guy rocks. That'd be in agreement with tax selloff, right? I am totally ignorant about taxation for institutions and how it might be affected by the tax reform. There are two kinds of investing institutions, and Wall Street labels both wrong. The first kind are investment banks, hedge funds and the like. The key to identifying this group is that there are no limitations to the make up of their portfolios, other than their own sense of risk/reward. The second kind are mutual funds, pension funds and the like. They are identified by the fact that the % of portfolio ownership, of a single equity, is limited by charter or government regulation. The first group buys with a 5 year horizon. They deal with short term market induced ups and downs with options.. Changes to current tax laws will have little impact on them. Tax selling? No. The second group includes non-profit pension funds, foundations and the like. Like the first group higher taxes in 2013 will have little, if any, impact on them. That leaves retail investors. For all of Obama's talk about the "rich" paying their fair share, it is the middle class that will bear the brunt of the new taxes. That's because the "rich" are compensated with earnings that are categorized as long term capital gains, and they can control the amount that is cashed and when. Romney was criticized for this, but Buffet's earnings are set up the same, as are Nancy Pelosi's and other wealthy Democrats (and Republicans). That's because its legal. The only group that cannot limit their tax exposure are the middle class and below, simply because the vast majority of their earnings are ordinary income, and they don't have the luxury of setting aside large amounts of investments in tax deferred savings accounts. I could write pages on the inequities of our tax system and how tax deferred savings accounts prevent people from saving/investing, but that would be getting political, and draw the ire of the critically uninformed.
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Post by applemuncher on Dec 13, 2012 18:37:22 GMT -8
Welcome back Gregg.
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Post by sponge on Dec 13, 2012 18:45:00 GMT -8
Nice to have you back Gregg:)
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