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Post by Deleted on Jan 30, 2013 11:28:51 GMT -8
Even though the iPod category continues to slowly shrink I still feel it is of vital importance to Apple. To me the first apple product teenagers (or younger) are introduced to is an iPod. I think a vast majority of kids get a music device of some sort long before their first phone. I love seeing apple continue to devote resources and improve the iPod line even though sales are slowly decreasing. As long as apple maintains their 70%+ market dominance I pretty much automatically disregard any story about apple losing its "cool" factor with the younger generation. In my tin foil hat so be prepared. ;D The media coverage about Apple losing its cool is an effort to slow Apple sales. It is not like customers are writing the media outlets making these claims. The media is a dictator and wants to assert its will on the populace. CNBC has taken the lead on this and its mission is to destroy Apple. Crushing the stock is just a bonus for them. Look at AMZN, it is the poster child for a Marxist economy. It is propped up by the media. Does the media ask, how can you have 24% GM's and only have 95 million in net income. Of course not. Grrrrrr, gotta stop. You better believe it! I only have the international cnbc feed which crosses to their Asia studios one hour after the US close, and the international anchors are just as negative when mentioning apple products as their US counterparts. Paid editorial comments are not out of the bounds of possibility. Of course it all looks ludicrous when every ad break there is usually an advertisement for the cnbc iOS app.
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Post by Deleted on Feb 3, 2013 14:54:18 GMT -8
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Post by Deleted on Feb 10, 2013 15:06:16 GMT -8
Is it possible that this is the answer to calls for a cheap iPhone? As in, the iWatch would be a smaller form factor iPhone rather than a iPhone accessory? Or it could be both? It could have a cellular data option (like an iPad) - which would enable it to be a communication device (FaceTime/iMessage/Skype etc). It seems like a classic apple move: Apple didn't respond to the NetBooK market with a $500 MacBook - it instead launched the iPad. Apple protected its Mac ASP and created a new market. Instead of launching a compromised iPhone under $200 to compete in the cutthroat emerging markets (and decimating the iPhone ASP), it instead launches a whole new product that offers a great experience that competitors can't match in either hardware or software. Think about it - all android vendors have been focused on getting their phones bigger and more powerful, whereas apple has been focused on getting its phones lighter and slimmer in addition to more powerful. If apple turns the tables and makes a device that is all about weight and thinness in a tiny form factor - Android manufacturers will be SCREWED. and even if they could make a similar sized device, android would need to be updated to work with the new form factor - which would take probably at least a year or more to catch up.
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Post by qualitywte on Feb 11, 2013 5:59:33 GMT -8
Is it possible that this is the answer to calls for a cheap iPhone? As in, the iWatch would be a smaller form factor iPhone rather than a iPhone accessory? Or it could be both? It could have a cellular data option (like an iPad) - which would enable it to be a communication device (FaceTime/iMessage/Skype etc). It seems like a classic apple move: Apple didn't respond to the NetBooK market with a $500 MacBook - it instead launched the iPad. Apple protected its Mac ASP and created a new market. Instead of launching a compromised iPhone under $200 to compete in the cutthroat emerging markets (and decimating the iPhone ASP), it instead launches a whole new product that offers a great experience that competitors can't match in either hardware or software. Think about it - all android vendors have been focused on getting their phones bigger and more powerful, whereas apple has been focused on getting its phones lighter and slimmer in addition to more powerful. If apple turns the tables and makes a device that is all about weight and thinness in a tiny form factor - Android manufacturers will be SCREWED. and even if they could make a similar sized device, android would need to be updated to work with the new form factor - which would take probably at least a year or more to catch up. It would need the radio receiver to stay in sleep mode until the user activates it to reduce heat and to conserve battery. Also, it should use body heat to contribute to the power input.
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Post by Deleted on Mar 6, 2013 17:13:14 GMT -8
Today was the fist in a relatively long time that Apple showed up in the Buying on Weakness list.
Is this an early signal that the institutions are beginning pre earnings accumulation of AAPL?
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platon
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"All we can know is that we know nothing. And that's the height of human wisdom.? Tolstoy
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Post by platon on Mar 24, 2013 7:52:05 GMT -8
In light of todays result, and seemingly dismal guidance for next quarter, I made this little chart, comparing our actual Operating Profits, compared to what operating profits calculated on a 38% Gross Margin, for the last 2 years: My conclusion is that the reason for all the doom and gloom is the fact that we were "blessed" with absurdly high GM% in the year ago quarters, and if not for them, our growth rate would instead look very good. GM% is unlikely to fall any further than 38% (i think) in the near future, and we should greet any GM% in the 40's as short term gifts. Burgess you have been dead on lately with your analysis. These articles from PED and Robert at Eventide reinforce your perspective. Again good info and spot on with what you posted 2 months ago and at other times since then. tech.fortune.cnn.com/2013/03/24/apple-negative-income-growth/?source=yahoo_quotewww.postsateventide.com/2013/03/apples-march-quarter-madness.html
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Post by rickag on Apr 30, 2013 6:45:12 GMT -8
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