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Post by alice on Dec 16, 2012 20:32:42 GMT -5
Does this confirm iPhone 5 demand is healthy?
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Post by artman1033 on Dec 16, 2012 20:39:00 GMT -5
stks.co/fHQHremember citi and goldman are notorious for doing then opposite of what they post Thank you for the link to the actual Citi letter! It is an interesting read. As I recall: 1) Peter guides to $52 Billion... 2) Tim is a logistics guy 3) Apple just announced it has sold over two million of its new iPhone® 5 in China, just three days after its launch on December 14. That is a great number. 4) from the Citi letter "pre-orders on China Unicom appear strong(300K vs. 200K for 4S) " Let us see what Citi says tomorrow. I don't think the Apple press release about China sales is in any way related to the stock price. Apple management has never cared about the short term price of the stock. Employees will be able to buy shares from their ESOP at a very good share price in January. |
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Post by mbeauch on Dec 16, 2012 20:47:11 GMT -5
Is this the first time Apple made a statement regarding first weekend China launch sales data? Does this statement confirm iPhone 5 demand is OK? Alice, earlier this year the 4S tried to launch but Apple kept the doors closed because of the mob outside. Needless to say it did not go as well as Apple hoped. This is much better. |
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Post by phoebear611 on Dec 16, 2012 20:48:01 GMT -5
Stocktwits guy just posted a pic of his Reuters screen - seems Morgan Stanley is disputing the Citi findings....let the games begin: stocktwits.com/message/11035240 |
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Post by aapl4kiki on Dec 16, 2012 20:49:32 GMT -5
Stocktwits guy just posted a pic of his Reuters screen - seems Morgan Stanley is disputing the Citi findings....let the games begin: stocktwits.com/message/11035240Tomorrow is shaping up to be an epic day of trading. |
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Post by alice on Dec 16, 2012 20:54:27 GMT -5
Is this the first time Apple made a statement regarding first weekend China launch sales data? Does this statement confirm iPhone 5 demand is OK? Alice, earlier this year the 4S tried to launch but Apple kept the doors closed because of the mob outside. Needless to say it did not go as well as Apple hoped. This is much better. I hope this puts a floor under aapl share price. |
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Post by alice on Dec 16, 2012 20:58:00 GMT -5
It is nice and a relief to see support from Apple and Morgan Stanley.
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Post by po1nt on Dec 16, 2012 21:10:21 GMT -5
I just peed my pants! finally we get some good new that could help all this. I wish we knew the 4s numbers from last year... does anyone know how many Apple sold to China last year in the whole quarter? |
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Post by lovemyipad on Dec 16, 2012 21:13:13 GMT -5
Lovey, a share price can fall without much selling. AAPL has had several flash crashes. +1 We don't know all the unvarnished ways that a flash crash may occur, both in trigger and the avalanche, not to mention the ups and downs in pre-market trading. Volume doesn't matter as much as price. Easier to manipulate-- er, move prices on low volume, thus we can melt up on low volume, and we can melt down on low volume. Flash crash ---> feedback loop of buyers holding out for lower prices and sellers accepting lower prices Can include popped stops and margin liquidations. Maybe accepting is a misleading word since I mean it to include forced selling (and buying). |
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Post by lovemyipad on Dec 16, 2012 21:24:46 GMT -5
remember citi and goldman are notorious for doing then opposite of what they post +1 EOs!!!!!!!!! |
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Post by mbeauch on Dec 16, 2012 21:28:33 GMT -5
I just peed my pants! finally we get some good new that could help all this. I wish we knew the 4s numbers from last year... does anyone know how many Apple sold to China last year in the whole quarter? LOL, they did not get it until January and that was one carrier. The other did not come until March. The compares are not very comparable.  |
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Post by lovemyipad on Dec 16, 2012 21:30:44 GMT -5
As best I can figure it, sentiment drives the stock price. The balance of greed/fear and the "perception" of what the future holds drives supply/demand. Supply/demand drives the stock price. And the stock price drives the technicals. sentiment (greed/fear) ---> supply/demand ---> stock price ---> technicals I think the hardest thing for me to understand (because it defies logic) is that fundamentals don't drive sentiment as much as greed and fear. IMHO, behavioral finance (crowd psychology) runs the show. Don't forget liquidity. You may want to buy more, but because of factors relating to available cash on hand, you may be forced to sell. Yes, yes, yes! And forced buying/selling fuels feedback loops! |
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Post by Tetrachloride on Dec 16, 2012 21:43:47 GMT -5
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Post by lovemyipad on Dec 16, 2012 21:45:46 GMT -5
Speaking of forced buying/selling... Guess whose turn is coming up...? We haven't seen these short interest levels since...well, you look...  Plus a snapshot: AAPL - Short Interest |
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Post by appledoc on Dec 16, 2012 21:49:16 GMT -5
The end is coming. SOON. I believe this now more than ever.
Do the opposite of whatever Citi, GS, etc. says publicly.
Get ready for a wild ride. Up, for a change.
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Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,766
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Post by Mav on Dec 16, 2012 22:00:22 GMT -5
*cough* short interest could still go higher *cough*
But anyway! Things are looking up for Apple this fiscal Q1. We'll see if there's any (up)waves to catch starting next week. Choppy surf, though, as long the fiscal slope issues persist (and if Euro worries either pop up again, get used as excuses to tank the market, whatever).
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Post by po1nt on Dec 16, 2012 22:05:21 GMT -5
I just peed my pants! finally we get some good new that could help all this. I wish we knew the 4s numbers from last year... does anyone know how many Apple sold to China last year in the whole quarter? LOL, they did not get it until January and that was one carrier. The other did not come until March. The compares are not very comparable. So let me get this straight. Last year we sold 37m iPhones. With no China and a bunch of other countries. We sold 4m in the first weekend, domestically. This year we sell 5m in the first weekend, have a 100 country rollout (including china), and report "record" first weekend sales...... how do we not absolutely crush the 37m number from last year again? |
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Post by Tetrachloride on Dec 16, 2012 22:05:25 GMT -5
Futures are green. Nikkei at 9900. Nasdaq +9.5. HangSeng 22570.
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Post by phoebear611 on Dec 16, 2012 22:07:30 GMT -5
The end is coming. SOON. I believe this now more than ever. Do the opposite of whatever Citi, GS, etc. says publicly. Get ready for a wild ride. Up, for a change. The GS thing is always bad - they are forever notorious but these guys at Citi made their initial call 3 weeks ago...in their note today they say they have been on a trip through China. They knew when they originally made the announcement that they had a trip scheduled. Why not wait until they came back to give the world a thorough analysis. Instead they put something out there and then 3 weeks later practically retract what they said. Was there a sudden epiphany? These people are the worst - seriously. Their management is already being questioned and may be under investigation with respect to the manner in which they fired their ex-CEO. That whole firm is so rotten...and what is it the French say, "The fish rots from the head...." they must have had Citi in mind when they came up with that. |
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Post by jdrizzo89 on Dec 16, 2012 22:14:21 GMT -5
LOL, they did not get it until January and that was one carrier. The other did not come until March. The compares are not very comparable. So let me get this straight. Last year we sold 37m iPhones. With no China and a bunch of other countries. We sold 4m in the first weekend, domestically. This year we sell 5m in the first weekend, have a 100 country rollout (including china), and report "record" first weekend sales...... how do we not absolutely crush the 37m number from last year again? Great question. My guess= first weekend sales were greatly a reflected of limited supply. Could have been much bigger roll out. Have only caught up to demand last few weeks. Plus no three weeks of china last year. |
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