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Post by lovemyipad on Apr 12, 2013 14:37:55 GMT -8
The bar is open!
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coma
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Post by coma on Apr 12, 2013 15:00:45 GMT -8
You're late . . .
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Deleted
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Post by Deleted on Apr 12, 2013 17:44:29 GMT -8
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Post by Deleted on Apr 12, 2013 17:49:55 GMT -8
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 18:58:05 GMT -8
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 18:58:37 GMT -8
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 19:08:32 GMT -8
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 19:11:26 GMT -8
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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Post by Deleted on Apr 12, 2013 19:14:44 GMT -8
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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Post by Deleted on Apr 12, 2013 19:19:05 GMT -8
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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Post by Deleted on Apr 12, 2013 19:19:20 GMT -8
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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Post by Deleted on Apr 12, 2013 19:31:48 GMT -8
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 19:42:47 GMT -8
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 19:55:09 GMT -8
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 20:51:22 GMT -8
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 12, 2013 21:45:51 GMT -8
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 1:16:41 GMT -8
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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Post by Deleted on Apr 13, 2013 2:26:03 GMT -8
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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Post by Deleted on Apr 13, 2013 2:45:32 GMT -8
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Post by Red Shirted Ensign on Apr 13, 2013 5:45:40 GMT -8
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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Post by sponge on Apr 13, 2013 7:50:03 GMT -8
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.... LOL Red Lines 6 months later? How is that possible? I thought Apple needed a better phone to keep the competition at bay? Wait until the 5S with a faster processor and better camera comes out here and in China. People love the iPhone no matter how it looks or how old it is. Everyone aspires to own one. And unlike a Porsche or a BMW, just about anyone can save money and own one. Apple just can't build enough during certain months. When they can improve manufacturing you will see more carriers added around the world. This gravy train is just moving along while everyone tries to copy it.
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Post by Deleted on Apr 13, 2013 8:22:43 GMT -8
Volume tells me no one wants to buy now. They were burned in Oct and Jan. My thinking is that July, Oct and Jan results against expectations is weighing on investors' minds, and that this could be holding them back. I've stated before I am not going to play April earnings, I'll wait until after the report. How many others are taking the same stance?
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Post by Deleted on Apr 13, 2013 8:26:40 GMT -8
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." +1
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Post by Deleted on Apr 13, 2013 8:35:41 GMT -8
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. Lines 6 months later [after initial launch]? How is that possible? I thought Apple needed a better phone to keep the competition at bay? Wait until the 5S with a faster processor and better camera comes out here and in China. Could the same thing happen with China Mobile? hmmm, look what happened in India when they lowered the price on a near three year old iPhone. Demand is not lacking, availability is.
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Post by sponge on Apr 13, 2013 8:50:47 GMT -8
When you control 70% of the profits and have the best smartphone on the market, you rule the mobile world.
I recall when people laughed at GM when he predicted 40 million iPhones in one year.
Apple has many options which allow it to grow faster the anyone else. Those options are initiated when they choose the right time. This may mean waiting 5 years more. Look what they are doing in China 6 years later and what they have started to do in India.
We are just getting started. In 10 years the world will look radically different thanx to Apple.
Buy and Hold
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Post by rickag on Apr 13, 2013 9:00:22 GMT -8
Volume tells me no one wants to buy now. They were burned in Oct and Jan. My thinking is that July, Oct and Jan results against expectations is weighing on investors' minds, and that this could be holding them back. I've stated before I am not going to play April earnings, I'll wait until after the report. How many others are taking the same stance? The only purchase before earnings I'm considering is stock. Partly because my options account is in the toilet, but I hope to replenish it with some cash, then wait.
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Post by Deleted on Apr 13, 2013 9:03:57 GMT -8
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Post by nathanstevens on Apr 13, 2013 9:22:56 GMT -8
Re: fingerprint sensor for security authentication. I'm somewhat skeptical on the need to add this hardware to the phone for security purposes. Just as apple has sidestepped the necessity for NFC with Passbook, why couldn't they sidestep the necessity for fingerprint scanning with voice authentication? They could potentially use the microphone in most iOS devices and a software algorithm in a new version of iOS to handle authentication. This would allow a much wider rollout for a payment system, essentially every device capable of updating to iOS 7, instead of only the new devices. If a payment system is done correctly, it could be hugely profitable to have it work with lots of legacy products. Here is one example of voice authentication: www.armorvox.com/voice-authentication-financial-services/This could also lead to some interesting developments for Siri. For example, it would be nice if she recognized who was talking when a conversation was happening, so that she could take notes during meetings. Any thoughts?
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Post by Deleted on Apr 13, 2013 9:36:01 GMT -8
Volume tells me no one wants to buy now. They were burned in Oct and Jan. My thinking is that July, Oct and Jan results against expectations is weighing on investors' minds, and that this could be holding them back. I've stated before I am not going to play April earnings, I'll wait until after the report. How many others are taking the same stance? If Apple dips below Friday, I'm a buyer. Still debating what, exactly. I've dialed in some conservative numbers and Apple has a good chance to beat expectations. We might even get a $11 EPS handle. I hope WS keeps lowering those estimates!
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Post by Lstream on Apr 13, 2013 10:31:10 GMT -8
Re: fingerprint sensor for security authentication. I'm somewhat skeptical on the need to add this hardware to the phone for security purposes. Just as apple has sidestepped the necessity for NFC with Passbook, why couldn't they sidestep the necessity for fingerprint scanning with voice authentication? They could potentially use the microphone in most iOS devices and a software algorithm in a new version of iOS to handle authentication. This would allow a much wider rollout for a payment system, essentially every device capable of updating to iOS 7, instead of only the new devices. If a payment system is done correctly, it could be hugely profitable to have it work with lots of legacy products. Here is one example of voice authentication: www.armorvox.com/voice-authentication-financial-services/This could also lead to some interesting developments for Siri. For example, it would be nice if she recognized who was talking when a conversation was happening, so that she could take notes during meetings. Any thoughts? Phones are used in a lot of locations where it would be inconvenient and awkward to use voice for authentication and for other uses that a fingerprint sensor would offer. Using voice would be too obtrusive in my opinion. Situations like meetings or a public event. Voice authentication in high noise environments would very likely be less reliable and more frustrating to use.
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