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Post by lovemyipad on Apr 12, 2013 17:37:55 GMT -5
The bar is open!
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coma
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Post by coma on Apr 12, 2013 18:00:45 GMT -5
You're late . . .
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burgess
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Post by burgess on Apr 12, 2013 20:44:29 GMT -5
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burgess
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Post by burgess on Apr 12, 2013 20:49:55 GMT -5
On a related note, does anyone find it strange how behind the times intuit are with updating mac software or creating iOS versions, with its chairman sitting on the Apple Board?
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Post by prazan on Apr 12, 2013 21:58:05 GMT -5
In the intraday, Mav posted this: "Like no one would notice, Verizon. "You didn't hear me now, did you?" Well, it's all the same, sort of, since there's no shortage of alternative carriers. www.macrumors.com/2013/04/12/verizon-customers-to-be-eligible-for-upgrades-24-months-into-contract-rather-than-20/" This move by Verizon doesn't make sense to me. If my carrier won't subsidize a new phone until my contract ends at the 24 month mark, why wouldn't I take the opportunity to shop for a new carrier and to then switch if opportune? If they're going to subsidize new-phone crack at 20 months, then I'd be more likely to buy the phone and get locked up right there for another 24 month contract, because I lack the self control to wait those extra four months. What am I missing? |
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Post by sponge on Apr 12, 2013 21:58:37 GMT -5
On a related note, does anyone find it strange how behind the times intuit are with updating mac software or creating iOS versions, with its chairman sitting on the Apple Board? I have been waiting for Quicken update for ever. I want something that will work on the iPad and iPHone. iBank is supposed to be pretty good for keep track of basic stuff. But nothing as good as Quicken. His statement is further confirmation that the iWatch is coming this year. Besides the WSJ and I do have one more source of my own. I think the iWatch will come out this year. I can see it working very well with the 5S. In other words the 5S folks will get a better experience then those with older folks. |
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Post by Lstream on Apr 12, 2013 22:08:32 GMT -5
His statement is further confirmation that the iWatch is coming this year. Besides the WSJ and I do have one more source of my own. I think the iWatch will come out this year. I can see it working very well with the 5S. In other words the 5S folks will get a better experience then those with older folks. Now you have flipped my on switch again. What does the age of one's parents have to do with the possible experience?!  |
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Post by Red Shirted Ensign on Apr 12, 2013 22:11:26 GMT -5
His statement is further confirmation that the iWatch is coming this year. Besides the WSJ and I do have one more source of my own. I think the iWatch will come out this year. I can see it working very well with the 5S. In other words the 5S folks will get a better experience then those with older folks. Now you have flipped my on switch again. What does the age of one's parents have to do with the possible experience?! Here.. Isn't autocorrect great? Folks=phones. Sponge, who is this other source of yours? |
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marcellus
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Post by marcellus on Apr 12, 2013 22:14:44 GMT -5
I especially enjoyed his buildup of Google Glass. Too funny. Yeah, Sergey and Brin, you just keeping putting your time, energy and money into this loser and we'll run the tables on you with iWatch. |
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marcellus
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Post by marcellus on Apr 12, 2013 22:19:05 GMT -5
In the intraday, Mav posted this: "Like no one would notice, Verizon. "You didn't hear me now, did you?" Well, it's all the same, sort of, since there's no shortage of alternative carriers. www.macrumors.com/2013/04/12/verizon-customers-to-be-eligible-for-upgrades-24-months-into-contract-rather-than-20/" This move by Verizon doesn't make sense to me. If my carrier won't subsidize a new phone until my contract ends at the 24 month mark, why wouldn't I take the opportunity to shop for a new carrier and to then switch if opportune? If they're going to subsidize new-phone crack at 20 months, then I'd be more likely to buy the phone and get locked up right there for another 24 month contract, because I lack the self control to wait those extra four months. What am I missing? You're not missing anything, except Verizon thinks it has your loyalty with Big Red and its superior service. VZ thinks it has Apple "stickiness." It's in for a surprise. |
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greggthurman
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Post by greggthurman on Apr 12, 2013 22:19:20 GMT -5
From the Intraday:
I've been thinking about the disconnect between Apple's fundamentals and the market's reaction to them. It has occurred to me that Apple could beat WS expectations, and AAPL would fail to respond due to the uninformed retail investor/trader not realizing that beating current expectations is a big deal.
From there I had this thought, could WS be hanging back, believing that the retail disconnect could allow them to continue to nibble away on AAPL shares at a lower price than if they made an aggressive move (based on an earnings beat and good guidance)?
We should have seen evidence that WS is loading up in anticipation of a good earnings/guidance report. We have not, which leads me (after I bought this morning of course) to think Apple's numbers may be weak, or WS is holding back as described above.
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marcellus
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Post by marcellus on Apr 12, 2013 22:31:48 GMT -5
We should have seen evidence that WS is loading up in anticipation of a good earnings/guidance report. We have not, which leads me (after I bought this morning of course) to think Apple's numbers may be weak, or WS is holding back as described above. I'm not sure what to make of the stall either, except for that Katy Huberty has sounded a small alarm by reducing her iPhone #s following the Foxconn report (and meeting with Apple execs -- although I doubt she got much more than a wink, wink on product roadmap). On one hand, I like the lowered expectations. On the other hand, maybe their lower estimates are based on better information? I still think some kind of rise is possible next week, but not higher than $445-$450. If Apple reports 34M+ iPhones and 17M+ iPads, we should still be ok and beat expectations. Less than that and we will have to rely on Apple's cash plans for a positive catalyst on April 23. Way back when, Daniel Tello could reasonably estimate the # of iPhones sold (based on S/N or IMEI?). Currently, the only data point people seem to be using is Foxconn's 19% decline YOY for the March quarter. If Toni Sacconaghi starts blabbing on CNBC next week about lofty expectations, I'll be mildly concerned. Finally, watch PED's Apple 2.0 next week. We're going to get the rest of the figures from everyone. Turley Muller hasn't yet reported his iPhone #s and his estimates are always interesting. |
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Post by sponge on Apr 12, 2013 22:42:47 GMT -5
Red
My source has always been truthful to me and I trust him. He has a source which we kind of trust but is believable. He telegraphed things we did not believe about 1st quarter but it turned out to be painfully true.
The iWatch is coming and I think it is this year. The iTV is a different matter but we could be surprised. I did not expect either this year but after talking to him I am starting to be a believer in both.
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Post by sponge on Apr 12, 2013 22:55:09 GMT -5
Gregg
I no longer expect the stock to react pre earnings like it did in the past. However there are still 7 trading days left to surprise us.
My strong 45 billion should move us quickly towards 500 post earnings. Volume tells me no one wants to buy now. They were burned in Oct and Jan.
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Post by Red Shirted Ensign on Apr 12, 2013 23:51:22 GMT -5
Red My source has always been truthful to me and I trust him. He has a source which we kind of trust but is believable. He telegraphed things we did not believe about 1st quarter but it turned out to be painfully true. The iWatch is coming and I think it is this year. The iTV is a different matter but we could be surprised. I did not expect either this year but after talking to him I am starting to be a believer in both. Spongie, what did your source say about the likelihood of an iPad mini?  |
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Post by sponge on Apr 13, 2013 0:45:51 GMT -5
No he did not talk about the Mini. But I have talked to one employee who confirmed what I have read. The power needs of the Retina display makes the Retina Mini challenging to build. Hopefully the new IZO screens can address that but apparently Apple is having issues with getting enough supply. A Mini with Retina will be a huge hit.
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Post by moltenfire on Apr 13, 2013 4:16:41 GMT -5
This concerns BBRY and doesn't directly concern AAPL, but I think following this news is important for us because it answers the oft-asked hypothetical: what happens if AAPL responds to FUD and asks regulators to investigate? Story: business.financialpost.com/2013/04/12/blackberry-to-ask-regulators-to-probe-analysis-report-on-z10/Summary: A few days ago, Detwiler Fenton claimed especially high return rates for BlackBerry's new Z10 smartphone - "in some cases exceeding the number of phones that BlackBerry had sold in some markets". BlackBerry stock experienced its worst single-day drop in almost two months, dropping 7.8% on Thursday, and on Friday shares were down even more. In contrast to AAPL's silence, BlackBerry said on Friday it would ask the SEC and the Ontario Securities Commission to review the report. Detwiler Fenton has refused to make its report available to the smartphone manufacturer or detail its methodology, and is standing by the report. Hopefully we'll see some results from these complaints to regulators. |
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burgess
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Post by burgess on Apr 13, 2013 5:26:03 GMT -5
I copied this from a post I made on another forum, in reply to a member that was claiming the Hon Hai results were going to be bad news for apple earnings. "It would have been bad news for Apple, except for the fact that apple has diversified suppliers since this time last year. For instance we know foxconn competitor Pegatron now also produces iPhones and the majority of iPads: www.idownloadblog.com/2012/12/18/pegatron-grabs-the-majority-of-ipad-orders-for-the-next-three-years/and we also know Apple moved some iMac production to the USA in the quarter: techcrunch.com/2012/12/03/the-new-imac-designed-by-apple-in-california-assembled-in-usa/Combine this with the fact that Foxconns other large PC customers have suffered massive sales drops in the 1st quarter, and the Hon Hai result appears to mean very little to apples forthcoming results. www.pcworld.com/article/2033756/struggling-pc-makers-and-windows-8-push-pc-market-into-free-fall.htmlIf the hon hai results were in any way indicative of a year on year drop in apple results, then why would apples own conservative guidance of $41-$43 billion revenue (a guidance that Wall Street has matched) be 5-10% higher than a year ago? Anyone who takes hon hais results as a indicator of bad forthcoming apple results is as clueless as the hack headline writers who claimed the same thing. Even the reaction of Wall Street was non-existent to the hon hai results because even wall street as a collective are slightly brighter than the hacks who wrote those stories." |
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burgess
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Post by burgess on Apr 13, 2013 5:45:32 GMT -5
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Post by Red Shirted Ensign on Apr 13, 2013 8:45:40 GMT -5
I'm was ersonally sitting in a Starbucks looking across the street at a small T-Mobile storefront. the store opened in twenty minutes. There were twenty people in line...oops twenty- one. I was surprised. And as for the T-Mobile ad, where is that lovely spokesmodel so pretty in pink? I want to see her using an iPhone.... |
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