4aapl
Moderator
Posts: 3,657
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Post by 4aapl on Aug 6, 2019 5:44:33 GMT -8
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Post by dreamRaj on Aug 6, 2019 5:52:15 GMT -8
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Post by dreamRaj on Aug 6, 2019 5:56:26 GMT -8
The opening pop is slowly fading. Hope the markets don't turn red again. We've seen enough blood.
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Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,126
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Post by Dave on Aug 6, 2019 6:30:32 GMT -8
I like this quote from Bobby Billy in the remarks section: “Look at the facts. China is losing manufacturers, fast. Slowest growth in 3 decades. Highest debt-to-GDP ratio of any country. They're not a consumer economy. They can't continue to lose jobs to Vietnam, Cambodia and others and still pay their bills. We still haven't sanctioned their banks over NK, which will shut them out of the dollar, and global economy. Glad we finally have a President that is fighting to fix a longstanding issues. IP theft, computer identity hacks, forced tech transfers, market access and much more all have needed to be addressed for decades.“
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Post by carbonate24 on Aug 6, 2019 7:04:02 GMT -8
The opening pop is slowly fading. Hope the markets don't turn red again. We've seen enough blood. We've seen a lot for sure, but I would like to see one last "flush" before I can feel comfortable we are heading back up without a high probability of more steep/sudden declines. I don't have any specific price targets I need to see, but some high volume and a little more fear will do. That said, I'm continuing to buy little by little on the way down and am looking forward to return to our post earnings high sooner than later.
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Post by gtrplyr on Aug 6, 2019 7:16:29 GMT -8
On another note:
Apple's acquisition of Intel's 5G division is probably the most exciting iPhone news we have received in a while. Getting that portion of the hardware in house will allow integration never seen before in the cellular market and I'm sure it's going to lead not only to lowered costs but better overall performance. My big question is how long will it take before Apple gets a usable chip? I am no engineer but my best guess is that it will not be ready by next year when the first round of 5G iPhones come out. Or will it ? We know Apple's R&D budget is huge ... can this be expedited ?
Love to hear some thoughts from people with some experience in this arena ....
Cheers to the longs
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Post by dreamRaj on Aug 6, 2019 8:00:12 GMT -8
On another note: Apple's acquisition of Intel's 5G division is probably the most exciting iPhone news we have received in a while. Getting that portion of the hardware in house will allow integration never seen before in the cellular market and I'm sure it's going to lead not only to lowered costs but better overall performance. My big question is how long will it take before Apple gets a usable chip? I am no engineer but my best guess is that it will not be ready by next year when the first round of 5G iPhones come out. Or will it ? We know Apple's R&D budget is huge ... can this be expedited ? Love to hear some thoughts from people with some experience in this arena .... Cheers to the longs No experience in this arena but here's my 2 cents... Quite likely that it'll take more than three years. And even when Apple reaches the point where they've successfully developed their own 5G chips, they will start off by being safe and include them in the older models and not their flagships of that year. Knowing these facts could be why they've struck a six-year global patent licensing agreement with Qualcomm that may in the future be extended another two years.
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Post by sponge on Aug 6, 2019 8:22:37 GMT -8
Well I am in with puts.
Looking for 180-185 in the next 5-8 days.
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JDSoCal
Member
Aspiring oligarch
Posts: 4,186
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Post by JDSoCal on Aug 6, 2019 8:40:11 GMT -8
Quick video by Cramer, something I’ve been saying long before President Trump came along, i.e., China needs us more than we need them.
BTW just noticed this was a DJT tweet, 😂. Sorry not sorry.
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Post by carbonate24 on Aug 6, 2019 9:30:03 GMT -8
Anyone get their Apple Card invite yet?
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stub
Member
The fix is in. Be patient. Don't panic.
Posts: 300
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Post by stub on Aug 6, 2019 12:03:17 GMT -8
has anybody noticed that almost every day, of late, there is this surge of share volume right at the close?
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ems
Member
Posts: 97
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Post by ems on Aug 6, 2019 12:23:01 GMT -8
I like the surge of volume at the close - brings things up more into the green.
5G modem: they did the qualcomm deal before the intel deal to hedge their bet, not that they need 6yrs of their modems. I expect 5G modem from AAPL for either 2020 phones (most likely) or the gen afterwards at the latest.
I doubt they would re-engineer any older models to use the new modem, but they might put it in their lower-end models first, depending on how safe they want to play it. Or, they might spin it as a best-of-breed solution and keep it to the high-end models.
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4aapl
Moderator
Posts: 3,657
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Post by 4aapl on Aug 6, 2019 12:27:15 GMT -8
Well I am in with puts. Looking for 180-185 in the next 5-8 days. LOL! I really wouldn't think that after the stock had already taken a beating, and recovered a bit off the relative low, would be the ideal time to invest in puts. Maybe something like a 205-200 bear spread (made of puts or calls), since volatility is high after big moves. But 180-185, while possible, seems of limited probability in the next 5-8 days. I try to not wish ill will in general. While there very well be a time you can get out of whatever puts you got into, I hope that your "look" of 180-185 in the next 5-8 days fails miserably.
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Post by gtrplyr on Aug 6, 2019 13:48:05 GMT -8
I like the surge of volume at the close - brings things up more into the green. 5G modem: they did the qualcomm deal before the intel deal to hedge their bet, not that they need 6yrs of their modems. I expect 5G modem from AAPL for either 2020 phones (most likely) or the gen afterwards at the latest. I doubt they would re-engineer any older models to use the new modem, but they might put it in their lower-end models first, depending on how safe they want to play it. Or, they might spin it as a best-of-breed solution and keep it to the high-end models. I think getting a in-house 5G solution for 2020 would be a real game changer. The big question was how far along was Intel before Apple acquired the division? I would think a chip design with more specific uses might be easier than a once size fits all solution which Qualcomm would need ... in any case the improvement in margins would be significant and if they were to come up with a better mousetrap it would also be another differentiating feature. This is a topic I wish more analysts would focus on ... with their connections in Silicon Valley I would imagine they could get a much better read on the subject. I would suspect Qualcomm has their ear to the ground as this will be a real disturbance to their business model. Cheers to the longs and I look forward to when we can spend more time discussing Apple's internals rather than external forces which seem to move the stock so much these days.
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Post by nwjade on Aug 6, 2019 14:47:37 GMT -8
I like the surge of volume at the close - brings things up more into the green. 5G modem: they did the qualcomm deal before the intel deal to hedge their bet, not that they need 6yrs of their modems. I expect 5G modem from AAPL for either 2020 phones (most likely) or the gen afterwards at the latest. I doubt they would re-engineer any older models to use the new modem, but they might put it in their lower-end models first, depending on how safe they want to play it. Or, they might spin it as a best-of-breed solution and keep it to the high-end models. I think getting a in-house 5G solution for 2020 would be a real game changer. The big question was how far along was Intel before Apple acquired the division? I would think a chip design with more specific uses might be easier than a once size fits all solution which Qualcomm would need ... in any case the improvement in margins would be significant and if they were to come up with a better mousetrap it would also be another differentiating feature. This is a topic I wish more analysts would focus on ... with their connections in Silicon Valley I would imagine they could get a much better read on the subject. I would suspect Qualcomm has their ear to the ground as this will be a real disturbance to their business model. Cheers to the longs and I look forward to when we can spend more time discussing Apple's internals rather than external forces which seem to move the stock so much these days. WAG, they're going to go for making the 5G modem part of the SoC and that's going to take time, by 2021 maybe? It'll be worth it in a number of ways to reduce power and free up space for a larger battery.
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Post by osx10 on Aug 6, 2019 17:33:23 GMT -8
I don't remember where I read or heard it - might have been here even, but the late day movements have been linked to MM balancing plays the other way - so if we run up into the close, they're balancing against the amount of Puts sold or vice versa if it sells off into the close - -
Anybody know where the next level of support is under the 200 dma?
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SomeJuan
Member
Taking a nap…
Posts: 321
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Post by SomeJuan on Aug 6, 2019 19:16:18 GMT -8
I think getting a in-house 5G solution for 2020 would be a real game changer. The big question was how far along was Intel before Apple acquired the division? I would think a chip design with more specific uses might be easier than a once size fits all solution which Qualcomm would need ... in any case the improvement in margins would be significant and if they were to come up with a better mousetrap it would also be another differentiating feature. This is a topic I wish more analysts would focus on ... with their connections in Silicon Valley I would imagine they could get a much better read on the subject. I would suspect Qualcomm has their ear to the ground as this will be a real disturbance to their business model. Cheers to the longs and I look forward to when we can spend more time discussing Apple's internals rather than external forces which seem to move the stock so much these days. WAG, they're going to go for making the 5G modem part of the SoC and that's going to take time, by 2021 maybe? It'll be worth it in a number of ways to reduce power and free up space for a larger battery. Nobody has more chip design prowess on this earth! 2000 engineers on board from intel, who was very close to what aapl wanted or they wouldn't spend 1Billion! And all them engineers will be led by the best chip design leaders in the free world, to quote Neil Young. Me thinks you are all understanding the very high r&d increase. Aapl 5G modems equal to qcom by 2021 at the latest. And do not forget, the license for 7 years from qcom, Tim knew wtf he was doing. Next up, you all do realize aapl has many very highly touted satellite rocket scientist onboard, right! Think 1500 5G satellites all aapl owned, and musk will place them with pin point precision, then it is T and VZ that are fubared. Ok, Sprint and tmobile, too Yall do not understand the cost and time to upgrade their networks, while AAPL does... and AAPL has FU$$$$$$$$$$$$, and Tim et al long term plans make President XI in China, with their long term world domination, look foolish. AAPL long term plans extend decades, and they are laser focused. Next question... 2 pesos
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4aapl
Moderator
Posts: 3,657
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Post by 4aapl on Aug 6, 2019 20:12:31 GMT -8
I don't remember where I read or heard it - might have been here even, but the late day movements have been linked to MM balancing plays the other way - so if we run up into the close, they're balancing against the amount of Puts sold or vice versa if it sells off into the close - - I thought it was all the mutuals. That they traded in the last 30 minutes, and so if Sam decided to sell a fifth of his mutual at 10am, after reading the "latest" news in the paper this morning, that the corresponding sale went in in the last 30 minutes of the day. That's my understanding, whether right or not. But there is normally an uptick in volume in the last 30 minutes of the day, and sometimes that's enough to change things.
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Post by zzmac on Aug 7, 2019 3:47:41 GMT -8
has anybody noticed that almost every day, of late, there is this surge of share volume right at the close? That's Sponge buying AND selling trying to keep up with his predictions.
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Post by silkstone on Aug 7, 2019 4:40:11 GMT -8
WAG, they're going to go for making the 5G modem part of the SoC and that's going to take time, by 2021 maybe? It'll be worth it in a number of ways to reduce power and free up space for a larger battery. Nobody has more chip design prowess on this earth! 2000 engineers on board from intel, who was very close to what aapl wanted or they wouldn't spend 1Billion! And all them engineers will be led by the best chip design leaders in the free world, to quote Neil Young. Me thinks you are all understanding the very high r&d increase. Aapl 5G modems equal to qcom by 2021 at the latest. And do not forget, the license for 7 years from qcom, Tim knew wtf he was doing. Next up, you all do realize aapl has many very highly touted satellite rocket scientist onboard, right! Think 1500 5G satellites all aapl owned, and musk will place them with pin point precision, then it is T and VZ that are fubared. Ok, Sprint and tmobile, too helluva Yall do not understand the cost and time to upgrade their networks, while AAPL does... and AAPL has FU$$$$$$$$$$$$, and Tim et al long term plans make President XI in China, with their long term world domination, look foolish. AAPL long term plans extend decades, and they are laser focused. Next question... 2 pesos Helluva thesis, I have not heard that one before
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Post by hledgard on Aug 7, 2019 5:06:44 GMT -8
Nice post Macentropist !
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Post by dreamRaj on Aug 7, 2019 5:43:31 GMT -8
Nobody has more chip design prowess on this earth! 2000 engineers on board from intel, who was very close to what aapl wanted or they wouldn't spend 1Billion! And all them engineers will be led by the best chip design leaders in the free world, to quote Neil Young. Me thinks you are all understanding the very high r&d increase. Aapl 5G modems equal to qcom by 2021 at the latest. And do not forget, the license for 7 years from qcom, Tim knew wtf he was doing. Next up, you all do realize aapl has many very highly touted satellite rocket scientist onboard, right! Think 1500 5G satellites all aapl owned, and musk will place them with pin point precision, then it is T and VZ that are fubared. Ok, Sprint and tmobile, too Yall do not understand the cost and time to upgrade their networks, while AAPL does... and AAPL has FU$$$$$$$$$$$$, and Tim et al long term plans make President XI in China, with their long term world domination, look foolish. AAPL long term plans extend decades, and they are laser focused. Next question... 2 pesos Sweet!
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Post by rmhe1999 on Aug 7, 2019 5:49:07 GMT -8
If Apple is looking for rocket scientists, where do I apply???
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Post by dreamRaj on Aug 7, 2019 6:10:52 GMT -8
↑ haha
Guys, I've opened up today's thread. Please post there.
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