|
Post by appledoc on Dec 21, 2012 14:07:22 GMT -8
Up for the week! I hope everyone has safe holiday travels this weekend.
|
|
|
Post by wheeles on Dec 21, 2012 14:28:20 GMT -8
Third weekly close below the weekly lower acceleration band. I don't expect to see a strong move up until we close/open a week above that line.
|
|
|
Post by rickag on Dec 21, 2012 15:41:49 GMT -8
|
|
|
Post by jdrizzo89 on Dec 21, 2012 16:50:09 GMT -8
|
|
Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
|
Post by Mav on Dec 21, 2012 17:05:50 GMT -8
Happy holidays to all!
|
|
|
Post by Rupert on Dec 21, 2012 17:13:24 GMT -8
Yes, Season Greetings and Peace and Joy to ALL!!!!
|
|
|
Post by Tetrachloride on Dec 21, 2012 17:26:26 GMT -8
May I extend some virtual chocolate cake from a box. Double donation if you've shoveled snow.
More seasons greetings in the days to come.
|
|
Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
|
Post by Mav on Dec 21, 2012 18:15:09 GMT -8
Did iPad put up a custom greeting message? Aww. In that case, all I gotta say is
|
|
|
Post by artman1033 on Dec 21, 2012 18:41:56 GMT -8
Look what I got in the email today. It looks like my ship has come in!
Kwame Boateng has shared files with you. Message: Hello This is to advise you that the African Union (AU) fraud and compensation unit has appointed Pacific West consultants to pay compensation to fraud victims. This includes victims of purported foreign contracts; Inheritance, Investment, Dating and Lottery scams together with people that allegedly had unfinished transaction or international Lottery payment that failed due to purported Government policies etc. You are hereby urgently advised to contact Pacific West Consultants who has been assigned to handle your compensation payment of US$250,000.00 With your information as stated below.1. FULL NAME,2.CURRENT ADDRESS,3. DIRECT TELEPHONE NUMBER Regards, Nana Kwame Boateng, Pacific West Consultants.
|
|
|
Post by phoebear611 on Dec 21, 2012 19:55:23 GMT -8
|
|
|
Post by payrolldude on Dec 21, 2012 19:56:07 GMT -8
Look what I got in the email today. It looks like my ship has come in!
Kwame Boateng has shared files with you. Message: Hello This is to advise you that the African Union (AU) fraud and compensation unit has appointed Pacific West consultants to pay compensation to fraud victims. This includes victims of purported foreign contracts; Inheritance, Investment, Dating and Lottery scams together with people that allegedly had unfinished transaction or international Lottery payment that failed due to purported Government policies etc. You are hereby urgently advised to contact Pacific West Consultants who has been assigned to handle your compensation payment of US$250,000.00 With your information as stated below.1. FULL NAME,2.CURRENT ADDRESS,3. DIRECT TELEPHONE NUMBER Regards, Nana Kwame Boateng, Pacific West Consultants. I went through about 6 months recently where 60% of my Spam was Nigerian scam. Finally about gone. Still get a few. I don't know why they thought I was so special…
|
|
|
Post by mjuarez on Dec 21, 2012 20:12:52 GMT -8
I went through about 6 months recently where 60% of my Spam was Nigerian scam. Finally about gone. Still get a few. I don't know why they thought I was so special…Really? No idea? How about your username? I bet THAT's what tipped them off
|
|
|
Post by zzmac on Dec 21, 2012 21:48:20 GMT -8
Let me give you some negative spin. I've been trying to buy an iPad mini (basic wifi in white) for a month now and can't get one. Christmas is in a few days. That can only mean two things. They have sold an absolute shiteload on their website and they're going to blow away earnings. Or, they are so far behind demand that they are going to miss earnings AGAIN. I think it's incredulous that I can't buy this in a store (AT CHRISTMASTIME!!). And I think they've really screwed up AGAIN. In trying to make their products so perfect they've messed up the supply chain because now they can't make their products fast enough. I'm going to wait for my mini but how many hundreds of thousands (millions?) of people bought a competitor's product because it wasn't available in a store. I seriously hope I'm wrong but if not watch out. I'm long and I'm not budging but if they don't crush earnings this quarter it's might be time to bail. I think there's an insationable demand for the mini and it's a shame if they can't keep up. We'll know the answer in a few weeks but I'm starting to suspect that SJ is irreplaceable. Merry Christmas to all and health & happiness in 2013 (and a hopefully new ATH)!
|
|
|
Post by qualitywte on Dec 21, 2012 21:49:48 GMT -8
Look what I got in the email today. It looks like my ship has come in!
Kwame Boateng has shared files with you. Message: Hello This is to advise you that the African Union (AU) fraud and compensation unit has appointed Pacific West consultants to pay compensation to fraud victims. This includes victims of purported foreign contracts; Inheritance, Investment, Dating and Lottery scams together with people that allegedly had unfinished transaction or international Lottery payment that failed due to purported Government policies etc. You are hereby urgently advised to contact Pacific West Consultants who has been assigned to handle your compensation payment of US$250,000.00 With your information as stated below.1. FULL NAME,2.CURRENT ADDRESS,3. DIRECT TELEPHONE NUMBER Regards, Nana Kwame Boateng, Pacific West Consultants. Congratulations!
|
|
|
Post by qualitywte on Dec 21, 2012 22:05:28 GMT -8
Let me give you some negative spin. I've been trying to buy an iPad mini (basic wifi in white) for a month now and can't get one. Christmas is in a few days. That can only mean two things. They have sold an absolute shiteload on their website and they're going to blow away earnings. Or, they are so far behind demand that they are going to miss earnings AGAIN. I think it's incredulous that I can't buy this in a store (AT CHRISTMASTIME!!). And I think they've really screwed up AGAIN. In trying to make their products so perfect they've messed up the supply chain because now they can't make their products fast enough. I'm going to wait for my mini but how many hundreds of thousands (millions?) of people bought a competitor's product because it wasn't available in a store. I seriously hope I'm wrong but if not watch out. I'm long and I'm not budging but if they don't crush earnings this quarter it's might be time to bail. I think there's an insationable demand for the mini and it's a shame if they can't keep up. We'll know the answer in a few weeks but I'm starting to suspect that SJ is irreplaceable. Merry Christmas to all and health & happiness in 2013 (and a hopefully new ATH)! I was in a Apple Store last week, they were short on a couple of models but had most in stock. Also, online Apple Store shows one week shipping. I dont think its supply problem, its insane demand problem. Apple has always had a problem meeting insane demand for new products released, even when SJ was alive, that has nothing to do with it. TC is doing just fine! If they have a bad earnings, its too late to bail. I will just ride it out. Think about this, nearly all current iPhone customers (~200 million?) will upgrade over the next two years, then add in some China Mobile.
|
|
Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
|
Post by Mav on Dec 21, 2012 22:23:33 GMT -8
First, you have to be able to quantify what "bad earnings" are.
If you can't, you should probably learn to, "trapped" common/option long or otherwise. This is important stuff.
iPhone 4 was hard to get. iPad 1 was hard to get. iPhone 5 used to be hard to get. iPad mini has barely been out on the market for 6 weeks, and that's just the Wi-Fi version. But unlike the iMac, if you wanted one badly enough and you have a place to receive mail, you could've gotten it in 2 weeks, and now one week. Yes, brick and mortar product presence is important, but there's more than one way to get that iPad mini well before Christmas.
When Apple "finally" comes out with the iPad that "everyone's always wanted", you should expect a supply-demand imbalance for a while. A nice problem to have, and not one which The Living God of SCM will let persist for long.
|
|
|
Post by zzmac on Dec 21, 2012 22:25:38 GMT -8
I hope your right.
But if I can't buy the Mini that I want at one of the biggest chains in Canada for a month then I'm suspecting that TC is not quite the genius that he's supposed to be at supply chain logistics or they're just too hard to make to keep up with demand and that's inexcusable.
|
|
Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
|
Post by Mav on Dec 21, 2012 22:33:23 GMT -8
Living God of SCM not the same as Living God of Production Ramp.
This is a first-gen product with demand that could conceivably dwarf the demand for iPad 2 this time last year. You don't build flat-out and damn the consequences. iPhone 5 is already approaching the upper limit of how quickly you can ramp up production for an anything that's new, and it's iterative.
See also: Apple's curious little experiment with US manufacturing. A company doing more than $150B in business a year in a few products will suffer demand spikes. That's not inexcusable, that's a good sign, particularly if demand eventually balances (under Cook, it always does) and people don't go looking for "equivalent" products in large numbers before it does (the great iOS vs. everyone else consumer debate).
Apple will build quite the little manufacturing empire over the next 10 years, I suspect. Foxconn is a valued partner, but Tim appears to be taking the long view. Not many care that the next Mac Pro will be mostly made in the same country as Apple's corporate headquarters. That makes it a smart move. It's quite clear to me that Tim plans to build on that if he can.
|
|
|
Post by zzmac on Dec 21, 2012 22:44:45 GMT -8
I still think that Apple is the greatest company in the world even with a few stumbles.
Happy holidays everyone!
|
|
|
Post by qualitywte on Dec 21, 2012 23:09:29 GMT -8
I still think that Apple is the greatest company in the world even with a few stumbles. Happy holidays everyone! Its so easy to get very confused by all the conflicting reports of iOS vs. Android numbers. The smartphone statistics that came out today look very good for Apple. Now get ready for some to come out next week showing the exact opposite
|
|
|
Post by payrolldude on Dec 22, 2012 0:38:09 GMT -8
I went through about 6 months recently where 60% of my Spam was Nigerian scam. Finally about gone. Still get a few. I don't know why they thought I was so special…Really? No idea? How about your username? I bet THAT's what tipped them off My username has nothing to do with my email address or name.
|
|
|
Post by tourist on Dec 22, 2012 0:44:58 GMT -8
I think it's incredulous that I can't buy this in a store (AT CHRISTMASTIME!!). And I think they've really screwed up AGAIN. In trying to make their products so perfect they've messed up the supply chain because now they can't make their products fast enough. I'm going to wait for my mini but how many hundreds of thousands (millions?) of people bought a competitor's product because it wasn't available in a store. So (1) Apple created the 'must have' present of the year and therefore have screwed up? And (2) apparently they screwed up because they made a product (actually products) that push the boundaries of current manufacturing technologies and again, thus differentiating themselves in the market, have therefore screwed up? Meanwhile (by this thinking) Google and all its associated handset/tablet manufacturers have managed to organize an important coup by designing look-alike/operate-alike devices derivative of Apple's designs and intellectual property, while managing to make them simpler to manufacture. I think it is pretty clear that the frustration that a lot of people out there trying to buy Apple's 'must have' present-of-the-year (whichever product that is because there are several) is coming from the sure knowledge that neither 1, nor 2 is true. Whatever the negative buzz might say, no one would get riled up when they couldn't find the Apple product they were looking for (and wouldn't be looking for if any of this were true) if it weren't the case that they find Apple's products truly desirable to own and give as presents. And in my opinion, a lot of that desirability originates in their boundary-pushing designs. Yes, let's all drink to Mediocrity and go buy a 'droid, short Apple, and wait for our opportunity to say "I told you so!" But, you know, I remember that in the past, the demand for 'must-have' presents grew after Christmas even though, or perhaps because, demand far exceeded supply. So, let's instead drink to what will definitely be a great first and second quarters for Apple! I can't wait to hear about all those happy faces opening up their Christmas gifts, when they see it is the Apple device they truly wanted (and not some cheap 'droid look-alike)! Happy Holidays everyone. Enjoy!
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Dec 22, 2012 3:41:56 GMT -8
It's worth remembering that the iPad mini hasn't even launched in China yet - Q2 iPad numbers should hold up very well.
|
|
|
Post by bloodylongaapl on Dec 22, 2012 4:12:49 GMT -8
Actually it has, two weeks ago. But you're right in that a full quarter of sales in Q2 should be strong, especially with Chinese NY.
|
|
|
Post by zzmac on Dec 22, 2012 6:00:26 GMT -8
If you think it's just fine that Apple has no product (Mini) in the stores at Christmas, the most important retail time of the year, then I understand. I'll put you on the side that keeps making excuses for Apple when it's fallen from $700 to $500. I think it's incredulous that I can't buy this in a store (AT CHRISTMASTIME!!). And I think they've really screwed up AGAIN. In trying to make their products so perfect they've messed up the supply chain because now they can't make their products fast enough. I'm going to wait for my mini but how many hundreds of thousands (millions?) of people bought a competitor's product because it wasn't available in a store. So (1) Apple created the 'must have' present of the year and therefore have screwed up? And (2) apparently they screwed up because they made a product (actually products) that push the boundaries of current manufacturing technologies and again, thus differentiating themselves in the market, have therefore screwed up? Meanwhile (by this thinking) Google and all its associated handset/tablet manufacturers have managed to organize an important coup by designing look-alike/operate-alike devices derivative of Apple's designs and intellectual property, while managing to make them simpler to manufacture. I think it is pretty clear that the frustration that a lot of people out there trying to buy Apple's 'must have' present-of-the-year (whichever product that is because there are several) is coming from the sure knowledge that neither 1, nor 2 is true. Whatever the negative buzz might say, no one would get riled up when they couldn't find the Apple product they were looking for (and wouldn't be looking for if any of this were true) if it weren't the case that they find Apple's products truly desirable to own and give as presents. And in my opinion, a lot of that desirability originates in their boundary-pushing designs. Yes, let's all drink to Mediocrity and go buy a 'droid, short Apple, and wait for our opportunity to say "I told you so!" But, you know, I remember that in the past, the demand for 'must-have' presents grew after Christmas even though, or perhaps because, demand far exceeded supply. So, let's instead drink to what will definitely be a great first and second quarters for Apple! I can't wait to hear about all those happy faces opening up their Christmas gifts, when they see it is the Apple device they truly wanted (and not some cheap 'droid look-alike)! Happy Holidays everyone. Enjoy!
|
|
|
Post by rickag on Dec 22, 2012 6:13:23 GMT -8
|
|
|
Post by appledoc on Dec 22, 2012 6:43:54 GMT -8
I saw that yesterday. We all damn well know that if that were the iPhone, AAPL would have dropped 5% and the world would have ended.
|
|
|
Post by lobo on Dec 22, 2012 7:12:37 GMT -8
Hey Rick When you mentioned a Pox on "Samesung" it reminded me that those wonderful SIII devices all have that wonderful "NFC" feature. Maybe "Samesung" has now been struck by a nifty virus or "electronic STD" passed by close contact via the "NFC" feature. Seems like a great rumor to start.
|
|
|
Post by Tetrachloride on Dec 22, 2012 7:30:08 GMT -8
Its so easy to get very confused by all the conflicting reports of iOS vs. Android numbers. The smartphone statistics that came out today look very good for Apple. Spreadsheets will be the most complicated yet.
|
|
|
Post by kloot on Dec 22, 2012 8:20:49 GMT -8
I think it's incredulous that I can't buy this in a store (AT CHRISTMASTIME!!). And I think they've really screwed up AGAIN. In trying to make their products so perfect they've messed up the supply chain because now they can't make their products fast enough. I'm going to wait for my mini but how many hundreds of thousands (millions?) of people bought a competitor's product because it wasn't available in a store. So (1) Apple created the 'must have' present of the year and therefore have screwed up? And (2) apparently they screwed up because they made a product (actually products) that push the boundaries of current manufacturing technologies and again, thus differentiating themselves in the market, have therefore screwed up? Meanwhile (by this thinking) Google and all its associated handset/tablet manufacturers have managed to organize an important coup by designing look-alike/operate-alike devices derivative of Apple's designs and intellectual property, while managing to make them simpler to manufacture. I think it is pretty clear that the frustration that a lot of people out there trying to buy Apple's 'must have' present-of-the-year (whichever product that is because there are several) is coming from the sure knowledge that neither 1, nor 2 is true. Whatever the negative buzz might say, no one would get riled up when they couldn't find the Apple product they were looking for (and wouldn't be looking for if any of this were true) if it weren't the case that they find Apple's products truly desirable to own and give as presents. And in my opinion, a lot of that desirability originates in their boundary-pushing designs. Yes, let's all drink to Mediocrity and go buy a 'droid, short Apple, and wait for our opportunity to say "I told you so!" But, you know, I remember that in the past, the demand for 'must-have' presents grew after Christmas even though, or perhaps because, demand far exceeded supply. So, let's instead drink to what will definitely be a great first and second quarters for Apple! I can't wait to hear about all those happy faces opening up their Christmas gifts, when they see it is the Apple device they truly wanted (and not some cheap 'droid look-alike)! Happy Holidays everyone. Enjoy! +1 or 2 Christmas cocktails
|
|