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Post by lovemyipad on Jun 21, 2013 18:00:52 GMT -5
The bar is open!
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Mav
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Post by Mav on Jun 21, 2013 18:04:56 GMT -5
What a week.
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burgess
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Post by burgess on Jun 21, 2013 18:08:11 GMT -5
One week closer to the iPhone event! 11 weeks away?
And one week closer to earnings. 5 weeks away?
I'm looking forward to Q4 guidance, should light a fire under this puppy.
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Mav
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Post by Mav on Jun 21, 2013 18:21:56 GMT -5
Probably not. ;D
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Post by lovemyipad on Jun 21, 2013 18:43:02 GMT -5
Mav said what I was thinking.
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Post by rickag on Jun 21, 2013 18:49:42 GMT -5
Can we at least hope it starts the kindling, so to speak.
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Post by Lstream on Jun 21, 2013 18:50:21 GMT -5
For all of the wonderful things we are talking about, I believe we mean streaming over AirPlay. I don't know the compression ratios that Apple achieves, but I expect that it is very well implemented knowing them. Which means almost certainly yes to your question, with plenty of headroom to spare. The implications are exciting. This stuff is hugely challenging technically if you want an outstanding experience. Which means that Apple's control of hardware and software in all components including Apple TV, is a huge advantage over mid tier muckers like Samsung.
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JDSoCal
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Post by JDSoCal on Jun 21, 2013 18:53:08 GMT -5
What a week to stop washing down Valiums with beer. FTFU.
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Post by rickag on Jun 21, 2013 18:55:21 GMT -5
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burgess
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Post by burgess on Jun 21, 2013 18:58:52 GMT -5
I think apples new guidance metrics for Q4 will indicate higher revenue and EPS than Q42012 actuals, so regardless of Q3 results we should see a post earnings share spike.
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Post by appledoc on Jun 21, 2013 19:04:22 GMT -5
Good to see max pain help us out this week!
Very glad to be out save for a handful of Jan 14 spreads. Shorting on a decisive break of 400.
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marcellus
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Post by marcellus on Jun 21, 2013 19:33:17 GMT -5
With regard to July 470s opened recently, I don't think anyone here can conclude this position is bullish or bearish --20/20 hindsight doesn't count.
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marcellus
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Post by marcellus on Jun 21, 2013 19:47:09 GMT -5
I'll make it easy for those who didn't see the earlier link to a rendition of the rumored, affordable iPhone 
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Mav
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Post by Mav on Jun 21, 2013 19:58:33 GMT -5
Nice!
But there's something more to it than just being a CheapPhone - Apple's product ethos is well known to us.
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Post by sponge on Jun 21, 2013 20:00:47 GMT -5
I agree. A strong move over 485 should happen in Oct. July will be a non factor. This is going to be a long hot (flat) summer in the wilderness for our stock.
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Mav
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Post by Mav on Jun 21, 2013 20:10:33 GMT -5
No, I was just saying don't count on Oppenheimer for optimistic guidance, for obvious reasons.
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Mav
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Post by Mav on Jun 21, 2013 20:23:00 GMT -5
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marcellus
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Post by marcellus on Jun 21, 2013 20:23:20 GMT -5
Nice! But there's something more to it than just being a CheapPhone - Apple's product ethos is well known to us. There has to be at least one tentpole feature that separates iPhone 5 Pro and iPhone; I'm betting it's a fingerprint sensor. Or, it just has more ram, storage, chip and camera. I think I actually prefer this one in my hand than my iPhone 5.
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Mav
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Post by Mav on Jun 21, 2013 20:24:28 GMT -5
Get a case, Mercel.  NO flagship new iPhone will be just more RAM, or storage, plus a nicer chip and camera. That's not the Apple I know. We can debate Siri, but no question it was a tentpole feature, and important, if flawed. And 5 is a redesign + new screen, same as the 4.
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burgess
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Post by burgess on Jun 21, 2013 20:33:13 GMT -5
No, I was just saying don't count on Oppenheimer for optimistic guidance, for obvious reasons. I'm saying that apples new guidance method (providing the ranges for revenue & margin), even if conservative, should indicate a year on year increase over Q42012.
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