chinacat
Moderator
AAPL Long since 2006
Posts: 4,425
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Post by chinacat on Sept 18, 2019 5:24:28 GMT -8
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,425
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Post by chinacat on Sept 18, 2019 5:50:56 GMT -8
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Post by therealmercel on Sept 18, 2019 6:25:41 GMT -8
I never read MarketWatch....there’s an anti-Apple bias over there, similar to the NYT.
I upgrade every year - I’ve got too much money in AAPL to rely solely on pundit reviews.
Early take: The battery and camera upgrades are the stars of the show.
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Post by macster on Sept 18, 2019 6:34:45 GMT -8
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Post by northstar on Sept 18, 2019 6:46:23 GMT -8
I upgrade every year - I’ve got too much money in AAPL to rely solely on pundit reviews. Early take: The battery and camera upgrades are the stars of the show. yes, and that Midnight Green...! SJ often compared iPhone's fit and finish, the machined, polished look, to Leica cameras. The new Midnight Green is found on Leica cameras from 50 years ago. Everything old is new again, but using Leica as a reference is still important to Apple. The opticals and software are creating a new kind of camera but hardware quality will always look and feel and last and retain value and satisfy much more than cheap.
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,425
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Post by chinacat on Sept 18, 2019 7:41:02 GMT -8
I never read MarketWatch....there’s an anti-Apple bias over there, similar to the NYT. I read more of the positive articles than the negative, but I like to have at least a general idea what both “sides” are saying in order to understand better the reasons for AAPL movements, whether or not I agree with them. There are certain pundits whom I know to be anti-Apple, but they sometimes do have an effect and it’s good to be able understand to what the market may be reacting.
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Post by therealmercel on Sept 18, 2019 8:06:06 GMT -8
I upgrade every year - I’ve got too much money in AAPL to rely solely on pundit reviews. Early take: The battery and camera upgrades are the stars of the show. yes, and that Midnight Green...! SJ often compared iPhone's fit and finish, the machined, polished look, to Leica cameras. The new Midnight Green is found on Leica cameras from 50 years ago. Everything old is new again, but using Leica as a reference is still important to Apple. The opticals and software are creating a new kind of camera but hardware quality will always look and feel and last and retain value and satisfy much more than cheap. Phil Schiller is a Leica man, which isn't surprising.
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Post by longsince98 on Sept 18, 2019 8:40:09 GMT -8
In a season that’s traditionally filled with fud, it’s remarkable how much positive Apple news there is since the iPhone announcements. Multiple outlets are citing varied sources of high demand, significantly exceeding shipment expectations, and nothing but glowing news about the new watches, phones and services.
I’d link sources, but there are just so many it’s too time consuming ATM. The usual aggregator sites like PED and MDN are bountiful with this news for anyone who’s not been checking.
Sponge, be careful out there.
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Post by gtrplyr on Sept 18, 2019 9:01:52 GMT -8
Agree about all of the positive articles, those are the only reasons we are still green at the moment IMHO. Everyone's waiting to see what the FED will do, funny thing is that even if I was privy to their decision early I still have NO idea how the market will take it. I would opine that if the fed cuts rates the market will spike short term but what the after effects will be is anyone's guess.
Regardless, it really feels like Apple is turning a corner in terms of how it's company is viewed ... and it's great to hear all of the positive reviews the phones, watch and arcade are getting.
Cheers to the longs.
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Post by plcm123 on Sept 18, 2019 10:08:19 GMT -8
If I recall, the iPhone 4S model sold quite a lot, more than the 4 did, and the 4S did not have LTE until the iPhone 5 came out.
So, if the demand for the iPhone 11 is as strong as those positive articles are reporting, it proves that most consumers are not buying phones based on the mobile data communication chip (e.g. 4G, LTE, 5G) as some of the pundits have been predicting.
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Post by dreamRaj on Sept 18, 2019 10:19:18 GMT -8
Fed cuts rates by a minimum as expected. WS is trying to sell the news. AAPL is fighting hard. Will BTFD if the knee-jerk falling continues.
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Post by chasmac on Sept 18, 2019 10:19:23 GMT -8
Had a nice dinner/visit with ilovemyiPad last night. Fun to reminisce about all of the interesting folks we met on this board over the years. She’s doing great for those interested.
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JDSoCal
Member
Aspiring oligarch
Posts: 4,181
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Post by JDSoCal on Sept 18, 2019 10:36:46 GMT -8
Fed Cuts Rates: Slowdown, America Doomed! Fed Raise Rates: Arbitrage More Expensive, America Doomed!
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Post by dreamRaj on Sept 18, 2019 10:37:20 GMT -8
Had a nice dinner/visit with ilovemyiPad last night. Fun to reminisce about all of the interesting folks we met on this board over the years. She’s doing great for those interested. So nice to hear that Any chance of her coming back to AFB again? If this positive trend in AAPL takes off, she'll get to post a lot of her trademark Wheeees
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Post by dreamRaj on Sept 18, 2019 10:41:10 GMT -8
Agree about all of the positive articles, those are the only reasons we are still green at the moment IMHO. Everyone's waiting to see what the FED will do, funny thing is that even if I was privy to their decision early I still have NO idea how the market will take it. I would opine that if the fed cuts rates the market will spike short term but what the after effects will be is anyone's guess. Regardless, it really feels like Apple is turning a corner in terms of how it's company is viewed ... and it's great to hear all of the positive reviews the phones, watch and arcade are getting. Cheers to the longs. I'm most surprised with Arcade getting a lot of overwhelmingly positive reviews and many thinking that it'll be a bigger deal than TV+ in a couple of years.
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4aapl
Moderator
Posts: 3,598
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Post by 4aapl on Sept 18, 2019 12:29:49 GMT -8
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walterwhite
Member
"I am the one who knocks!"... Albuquerque, NM
Posts: 346
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Post by walterwhite on Sept 18, 2019 12:45:52 GMT -8
yeah, back above $1 trillion!
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Post by sponge on Sept 18, 2019 13:45:54 GMT -8
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,425
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Post by chinacat on Sept 18, 2019 13:50:16 GMT -8
If I recall, the iPhone 4S model sold quite a lot, more than the 4 did, and the 4S did not have LTE until the iPhone 5 came out. So, if the demand for the iPhone 11 is as strong as those positive articles are reporting, it proves that most consumers are not buying phones based on the mobile data communication chip (e.g. 4G, LTE, 5G) as some of the pundits have been predicting. You may be right, but I think part of it is that things like better cameras and longer battery life can be immediately judged/ appreciated. Things like better/faster connectivity, which have an effect on almost every aspect of the user experience, allow the vendor to not only improve the use/ease of pre-existing features but also to provide new methods for accomplishing old tasks. There certainly is a lot of anticipation around 5G, but it may take a while for its full effect to be fully exploited and acknowledged. It will be interesting to see how each vendor integrates and exploits it. This is one of the things that Apple is very good at.
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walterwhite
Member
"I am the one who knocks!"... Albuquerque, NM
Posts: 346
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Post by walterwhite on Sept 18, 2019 14:38:14 GMT -8
whoa this is pretty big stuff for iger to say... though he's smoking something... jobs sold pixar to disney for $7.4b... so now apple would be buying dis for $250b? wtf?
i doubt jobs would actually want to merge, and i'm glad tim cook doesn't... i might not like $6b spent on shows, but it's an experiment... if it doesn't work out, ok...
but to blow an amount 40x that on content??! damn, i'd be one unhappy shareholder!
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Post by silkstone on Sept 18, 2019 15:10:06 GMT -8
whoa this is pretty big stuff for iger to say... though he's smoking something... jobs sold pixar to disney for $7.4b... so now apple would be buying dis for $250b? wtf?
i doubt jobs would actually want to merge, and i'm glad tim cook doesn't... i might not like $6b spent on shows, but it's an experiment... if it doesn't work out, ok...
but to blow an amount 40x that on content??! damn, i'd be one unhappy shareholder! I don’t think Steve Jobs would have bought Disney, Iger is trying to be edgy so he can sell his book imo
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Post by sponge on Sept 18, 2019 17:06:51 GMT -8
The Disney CEO saying this is no accident. He is venting after forced to resign from a company he admires.
Look if Apple wanted to do steaming and add a service like video they were better off buying a studio. Disney made sense for many reasons from an economic and experience perspective.
But when you have the CEO on the board the battle is half over to merge. Both companies were founded on providing good customer service. It made sense for many reasons.
I am a huge Disney fan simply because they know how to entertain not only with movies but their theme parks.
Now they compete and it will get ugly.
$6 billion experiment will become very costly when it fails and WS punishes them for not expanding their services.
They can’t compete with Disney no matter how much money TC throws into movies.
ReCode said it correctly, they know hardware but don’t know movie production.
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Post by silkstone on Sept 18, 2019 18:34:38 GMT -8
The Disney CEO saying this is no accident. He is venting after forced to resign from a company he admires. Look if Apple wanted to do steaming and add a service like video they were better off buying a studio. Disney made sense for many reasons from an economic and experience perspective. But when you have the CEO on the board the battle is half over to merge. Both companies were founded on providing good customer service. It made sense for many reasons. I am a huge Disney fan simply because they know how to entertain not only with movies but their theme parks. Now they compete and it will get ugly. $6 billion experiment will become very costly when it fails and WS punishes them for not expanding their services. They can’t compete with Disney no matter how much money TC throws into movies. ReCode said it correctly, they know hardware but don’t know movie production. Yea but it’s a lot easier to hire expertise and learn movie production than it is to compete with the iPhone. Netflix did it, amazon did it, why would anyone think Apple can’t do it when they have more resources and just as many top notch people. The streaming service doesn’t need to compete with the big boys, it only has to grow and improve over time (the long game). But right off the bat it solidifies the iPhone franchise while contributing to Apple services so there are immediate benefits. There is no pressure to be great from jump street just as there wasn’t for Apple Music and look how that’s grown. The company has a history of excellence, great customer service and executing well on very complex plans. Wall Street is rewarding apples stock for this and many other reasons. If you can’t see it, you need to get someone to manage your money asap imo.
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Post by plcm123 on Sept 18, 2019 21:59:25 GMT -8
The Disney CEO saying this is no accident. He is venting after forced to resign from a company he admires. Look if Apple wanted to do steaming and add a service like video they were better off buying a studio. Disney made sense for many reasons from an economic and experience perspective. But when you have the CEO on the board the battle is half over to merge. Both companies were founded on providing good customer service. It made sense for many reasons. I am a huge Disney fan simply because they know how to entertain not only with movies but their theme parks. Now they compete and it will get ugly. $6 billion experiment will become very costly when it fails and WS punishes them for not expanding their services. They can’t compete with Disney no matter how much money TC throws into movies. ReCode said it correctly, they know hardware but don’t know movie production. Yea but it’s a lot easier to hire expertise and learn movie production than it is to compete with the iPhone. Netflix did it, amazon did it, why would anyone think Apple can’t do it when they have more resources and just as many top notch people. The streaming service doesn’t need to compete with the big boys, it only has to grow and improve over time (the long game). But right off the bat it solidifies the iPhone franchise while contributing to Apple services so there are immediate benefits. There is no pressure to be great from jump street just as there wasn’t for Apple Music and look how that’s grown. The company has a history of excellence, great customer service and executing well on very complex plans. Wall Street is rewarding apples stock for this and many other reasons. If you can’t see it, you need to get someone to manage your money asap imo. I really like your response , awesome! Thumbs up!!
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Post by chasmac on Sept 19, 2019 4:20:56 GMT -8
So nice to hear that Any chance of her coming back to AFB again? If this positive trend in AAPL takes off, she'll get to post a lot of her trademark Wheeees Doubt that she’ll be back honestly. She’s mostly trading indexes these days, says it’s easier than dealing with the market manipulation of AAPL. Have to agree with her on that one. Cheers!
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Post by aaplcrazie on Sept 19, 2019 9:27:10 GMT -8
Big software updates today! IOS 13 Watch OS 6 and arcade goes live. Official release IOS 13 Watch OS 6 arcade always advisable to wait a bit on big software release days as the Servers will be getting slammed. YMMV
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JDSoCal
Member
Aspiring oligarch
Posts: 4,181
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Post by JDSoCal on Sept 19, 2019 9:41:45 GMT -8
The Disney CEO saying this is no accident. He is venting after forced to resign from a company he admires. Look if Apple wanted to do steaming and add a service like video they were better off buying a studio. Disney made sense for many reasons from an economic and experience perspective. But when you have the CEO on the board the battle is half over to merge. Both companies were founded on providing good customer service. It made sense for many reasons. I am a huge Disney fan simply because they know how to entertain not only with movies but their theme parks. Now they compete and it will get ugly. $6 billion experiment will become very costly when it fails and WS punishes them for not expanding their services. They can’t compete with Disney no matter how much money TC throws into movies. ReCode said it correctly, they know hardware but don’t know movie production. Yea but it’s a lot easier to hire expertise and learn movie production than it is to compete with the iPhone. Netflix did it, amazon did it, why would anyone think Apple can’t do it when they have more resources and just as many top notch people. The streaming service doesn’t need to compete with the big boys, it only has to grow and improve over time (the long game). But right off the bat it solidifies the iPhone franchise while contributing to Apple services so there are immediate benefits. There is no pressure to be great from jump street just as there wasn’t for Apple Music and look how that’s grown. The company has a history of excellence, great customer service and executing well on very complex plans. Wall Street is rewarding apples stock for this and many other reasons. If you can’t see it, you need to get someone to manage your money asap imo. Netflix and Amazon "did" what? Netflix trades at a 115 P/E. Their model is unsustainable. Just watch (unintended pun). Should have bought Disney. Apple is going to find out the hard way creating content isn't for amateurs.
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