chinacat
Moderator
AAPL Long since 2006
Posts: 4,427
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Post by chinacat on Jan 19, 2019 9:36:01 GMT -8
Nice to have a solid week, especially in the face of the unrelenting FUD. With the skepticism about the XR and iPhone in general, combined with the total panic over the revenue forecast being lowered from incredible to outstanding, it should be relatively easy to provide better than expected results on the 29th, but as we have seen before reality can be totally ignored by the tech press and pundits. Obviously, the change in reporting metrics will leave analysts even more helpless than usual. Apple Bull Weighs Impact Of Taiwan Semiconductor Guidance Cut, Battery Replacement has some interesting information about how some revenues will be reclassified in concert with the reporting changes. However, Opie is now onboard: Ron Howard’s ‘Imagine Documentaries’ nabs first-look deal with Apple. This is a very sophisticated group of Apple users, but 7 Useful iPhone Tips You Might Not Know has several that I did not know. I'll say this: the Watch is a good match for the aging population in the US, as evidenced by Apple is in talks with private Medicare plans about bringing its watch to at-risk seniors and Apple Watch to be used in stroke prevention research. It is starting to feel like the name "Watch" is almost a misnomer. In case you missed it yesterday, DED gives a good history lesson in No, Apple's licensing of iTunes & AirPlay 2 isn't a 'strategy reversal' in any way.
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Post by artman1033 on Jan 19, 2019 13:39:28 GMT -8
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Post by playultimate on Jan 20, 2019 6:23:55 GMT -8
all of the 128GB SEs are out of stock. Great price at $299, if they were available.
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Post by socal Film Composer on Jan 20, 2019 7:42:57 GMT -8
Well this was in the context of an already brutal selloff but nice to see the stock "back" to where it was before the pre-announce letter from Tim Cook on revenue miss. Will be a very interesting earnings week. Feels like it could go either way, based on guidance and the conference call w/analysts. Thoughts?
I never try and play earnings up or down - like most of us here, already down too much. My trade on the brutal correction was a buy a bunch of AAPL to offset dividends for the next 5 years at around 151 on margin (something I very rarely do) but felt prudent. Hoping for better weeks/months ahead as we reset. The one silver lining in all of this must be for management to light a fire under them in terms of upping their game on releasing new services, esp. the streaming TV and/or media (magazines, news) options.
We already pay for subscriptions to the LA times, NY times, and Wall st. journal, and would gladly trade that for a news bundle from AAPl if they could create it.
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Post by sponge on Jan 20, 2019 9:00:13 GMT -8
Options OI for earnings week is unremarkable with very little OI. This tells me the stock won’t do much right after earnings. I see it around 150.
I think the the whole Gov Shutdown my add some extra drama this week to the downside. We filled the 158 gap on Friday. I can see a quick trip back to 142.
The short SE sale maybe a trial or poll. Apple wants to see who is buying and what services to they add when the price is that low.
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Post by rickag on Jan 20, 2019 18:11:33 GMT -8
Quite a few articles appearing about Apple leasing 5000 acres of an abandoned military site north of Silicon Valley.
Anyone hear anything?
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Post by sponge on Jan 20, 2019 23:30:06 GMT -8
Quite a few articles appearing about Apple leasing 5000 acres of an abandoned military site north of Silicon Valley. Anyone hear anything? It is an old story from almost 2 years ago. They are using base with other companies.
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Post by PikesPique on Jan 21, 2019 6:44:36 GMT -8
My guess: probably using base to test self driving cars.
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