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Post by Lstream on Jun 21, 2013 19:46:10 GMT -8
Mav - just tried Real Racing 2 over AirPlay on AirPort Extreme 802.11n. I still get some intermittent stuttering. Not good enough for serious gaming.
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icam
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Post by icam on Jun 21, 2013 19:55:06 GMT -8
Is there anyone who doesn't think we will see a new lower cost iPhone released alongside the iPhone 5S? Won't the 4, 4S, and 5 be available, and be cheaper than the 5S?
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Deleted
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Post by Deleted on Jun 21, 2013 20:17:32 GMT -8
Is there anyone who doesn't think we will see a new lower cost iPhone released alongside the iPhone 5S? Won't the 4, 4S, and 5 be available, and be cheaper than the 5S? Well if the 4 remains available that would be a first for apple (having 4 models for sale). Does anyone else think this will happen? I Presume the low cost iPhone would replace the iPhone 4 & 4S as the entry level model, selling as a more attractive "new" model, and meaning the whole iPhone lineup would then be standardized with 4" screens, a lightning connector, and Siri capable.
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Post by sponge on Jun 21, 2013 20:25:12 GMT -8
Apple needs to transition all iPhones to the new plug.
I can see a redesigned cheaper version of the 4S. That will be the low cost iPhone.
The picture shown looks very good. It may not have LTE or Siri. Cellular coverage in India and China would limit use of Siri.
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Deleted
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Post by Deleted on Jun 21, 2013 20:30:33 GMT -8
I can see a redesigned cheaper version of the 4S. That will be the low cost iPhone. . In lieu of a lower cost iPhone that even Pegatron more or less confirmed this week? Nope.
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Deleted
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Post by Deleted on Jun 21, 2013 20:31:15 GMT -8
Won't the 4, 4S, and 5 be available, and be cheaper than the 5S? Well if the 4 remains available that would be a first for apple (having 4 models for sale). Does anyone else think this will happen? I Presume the low cost iPhone would replace the iPhone 4 & 4S as the entry level model, selling as a more attractive "new" model, and meaning the whole iPhone lineup would then be standardized with 4" screens, a lightning connector, and Siri capable. Bingo. ;D
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Post by aapl4kiki on Jun 21, 2013 20:37:37 GMT -8
Won't the 4, 4S, and 5 be available, and be cheaper than the 5S? Well if the 4 remains available that would be a first for apple (having 4 models for sale). Does anyone else think this will happen? I Presume the low cost iPhone would replace the iPhone 4 & 4S as the entry level model, selling as a more attractive "new" model, and meaning the whole iPhone lineup would then be standardized with 4" screens, a lightning connector, and Siri capable. Isn't the lower cost phone just for sale internationally - China/India/Brazil? That shouldn't affect what is offered/sold here.
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Mav
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Post by Mav on Jun 21, 2013 21:02:26 GMT -8
Thanks for the impressions. It'll be a combination of 802.11ac wireless (which I hope all Macs and iPhones/iPads will have from this point onward) plus improved host device and mirroring device SoC that should really show off AirPlay's potential within 12-18 months, I suspect.
Of course, that only covers 1080p streaming. 4K becoming a mainstream video resolution with hardware acceleration and not-horrendous power consumption (and we're just talking laptops)? That's quite a few years into the future, I'm guessing.
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Mav
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Post by Mav on Jun 21, 2013 21:08:31 GMT -8
I can see a redesigned cheaper version of the 4S. That will be the low cost iPhone. In lieu of a lower cost iPhone that even Pegatron more or less confirmed this week? Nope. I don't see any disagreement here. Apple's near-term iPhone strategy started looking pretty clear to pretty much anyone paying attention when it intro'd that current-gen 16GB iPod touch last month. IMHO, this is pretty exciting stuff, albeit a few months down the road. Having a new form factor A5-based iPhone at the $0 price point might even cause a meaningful bump in sales in saturated markets like the US. To say nothing of other markets, which probably won't have that kind of fresh or maybe even competitive product at that price point (you will add LTE, right Apple?) Throwing down with an A6 seems a little hard to fathom, since it can more than hold its own with the year-old-phone crowd. EDIT: Here's pretty strong evidence Apple will drop the 960x640 first-gen Retina Display as soon as the next iPhone is ready: developer.apple.com/devcenter/ios/checklist/
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Post by Red Shirted Ensign on Jun 21, 2013 21:42:26 GMT -8
I like the thought process here tonight. Makes good sense and is consistent with Apple's philosophy.
I think We will see the new low cost phone in September. If the mock ups are close to the real thing, it will be beautiful and far outclass its competition.
Mav, you are on fire tonight.....nice finds.
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Mav
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Post by Mav on Jun 21, 2013 21:53:48 GMT -8
Btw, remember that alleged e-mail from Tim Cook saying Mansfield agreed to stick around for another two years? Well, it's not like there isn't still an incentive for Mansfield (who seems to have done a fine job) to stay until sometime in 2016. An incentive worth $31M at today's prices (and the RSU includes dividend-equivalent participation, which is no small bonus for 75,000 shares). No exec at Apple "cares much" about the money, but every little carrot helps, right? investor.apple.com/secfiling.cfm?filingID=1127602-13-21036&CIK=320193
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Mav
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Post by Mav on Jun 21, 2013 22:07:34 GMT -8
burgess, I've run my pre-alpha numbers, which assume 10% iPhone unit growth and 35% iPad unit growth YOY (sell-in numbers). I don't think it's a sure thing that any part of Apple's range guidance exceeds the year-ago quarter's EPS ($8.67) by any means, even if you bump iPhone growth to 20%.
Revs growth seems very likely, but as you know, Apple receives hyper-scrutiny on earnings, unlike many other tech companies we know. It's certainly possible for Apple to "throw in" the possibility of a YOY EPS increase, and continued buybacks may help with that, but a bunch will depend on GM, which Apple could keep "low" for pedal-to-the-metal purposes. OpEx has also been curiously high lately, which hurts EPS. Oppenheimer will probably disguise fiscal Q4 as much as possible with the rationale of future product transitions ("sure, an iPhone launch hasn't ever been really gone wrong, but who says we'll ship a new iPhone in mid/late-September, and even if we planned to sell 10M iPhones in 10 days or something before the end of fiscal Q4, SOMETHING COULD ALWAYS GO WRONG AND THIS TIME COULD BE DIFFERENT")
If I were CEO, I might not mind getting a little extra margin benefit from an "incremental" 5S update. I don't think this is how Apple 3.0 operates, though, and if I'm right on Apple's margin strategy, that's obviously better for Apple the company (and consumers) though at possible expense to shareholders.
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Mav
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Post by Mav on Jun 21, 2013 22:23:26 GMT -8
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Deleted
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Post by Deleted on Jun 22, 2013 0:57:51 GMT -8
burgess, I've run my pre-alpha numbers, which assume 10% iPhone unit growth and 35% iPad unit growth YOY (sell-in numbers). I don't think it's a sure thing that any part of Apple's range guidance exceeds the year-ago quarter's EPS ($8.67) by any means, even if you bump iPhone growth to 20%. Revs growth seems very likely, but as you know, Apple receives hyper-scrutiny on earnings, unlike many other tech companies we know. It's certainly possible for Apple to "throw in" the possibility of a YOY EPS increase, and continued buybacks may help with that, but a bunch will depend on GM, which Apple could keep "low" for pedal-to-the-metal purposes. OpEx has also been curiously high lately, which hurts EPS. Oppenheimer will probably disguise fiscal Q4 as much as possible with the rationale of future product transitions ("sure, an iPhone launch hasn't ever been really gone wrong, but who says we'll ship a new iPhone in mid/late-September, and even if we planned to sell 10M iPhones in 10 days or something before the end of fiscal Q4, SOMETHING COULD ALWAYS GO WRONG AND THIS TIME COULD BE DIFFERENT") If I were CEO, I might not mind getting a little extra margin benefit from an "incremental" 5S update. I don't think this is how Apple 3.0 operates, though, and if I'm right on Apple's margin strategy, that's obviously better for Apple the company (and consumers) though at possible expense to shareholders. I'll concede that revenue has more chance of being guided higher than last years actual, than EPS does (I'm predicting at least 20% iPhone growth and GM around 38%)
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Deleted
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Post by Deleted on Jun 22, 2013 0:58:25 GMT -8
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Post by appledoc on Jun 22, 2013 4:30:52 GMT -8
I always view these price cuts as completely irrelevant. What's $60 now when the plan is going to cost you thousands of dollars over the course of the two year contract?
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Deleted
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Post by Deleted on Jun 22, 2013 4:57:30 GMT -8
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Deleted
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Post by Deleted on Jun 22, 2013 5:01:19 GMT -8
The Woz can't be happy about the casting of Macklemore. ;D
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Post by moltenfire on Jun 22, 2013 5:01:36 GMT -8
With respect to Cook's SEC filing on Fri, here's how I see it:
- Cook does not see any more overachievement when compared to the top third of the S&P, as there is no incentive for overachievement of the criteria, only downside risk - the first time period start at Aug 2013-Aug 2014 for the RSUs vesting on Aug 2014, and so look for AAPL to only start rising in Aug or later and to trade sideways for a few more months
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Deleted
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Post by Deleted on Jun 22, 2013 5:04:15 GMT -8
Btw, remember that alleged e-mail from Tim Cook saying Mansfield agreed to stick around for another two years? Well, it's not like there isn't still an incentive for Mansfield (who seems to have done a fine job) to stay until sometime in 2016. An incentive worth $31M at today's prices (and the RSU includes dividend-equivalent participation, which is no small bonus for 75,000 shares). No exec at Apple "cares much" about the money, but every little carrot helps, right? investor.apple.com/secfiling.cfm?filingID=1127602-13-21036&CIK=320193Maybe one of these days Mansfield will drop in and start a car thread, and the rest of us will have something to contribute too. ;D
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Deleted
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Post by Deleted on Jun 22, 2013 5:30:52 GMT -8
Interesting. Although that article keeps mentioning 'inventory clearing' of the iPhone 5 - which isn't really correct seeing as the iPhone 5 isn't going anywhere upon the 5S release (presumably).
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Deleted
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Post by Deleted on Jun 22, 2013 5:35:47 GMT -8
I always view these price cuts as completely irrelevant. What's $60 now when the plan is going to cost you thousands of dollars over the course of the two year contract? Consumer behaviour is strange. Also, a lot of phones are sold on family plans, where the cost of the plan is set and the major variable cost is the handset price.
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Post by appledoc on Jun 22, 2013 6:06:48 GMT -8
I always view these price cuts as completely irrelevant. What's $60 now when the plan is going to cost you thousands of dollars over the course of the two year contract? Consumer behaviour is strange. Also, a lot of phones are sold on family plans, where the cost of the plan is set and the major variable cost is the handset price. Consumers are stupid. But my comment was more aimed at the media making a big deal about price cuts as if it suggests sales are sluggish.
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Post by qualitywte on Jun 22, 2013 6:31:30 GMT -8
Is there anyone who doesn't think we will see a new lower cost iPhone released alongside the iPhone 5S? I don't think so. I view it as something the media fudsters trumped up just to slam the company when it doesn't happen. I do expect something that is suited for CM this year or early next year. Apple's doing fine with their iPhone strategy. I expect a 5S with same form factor was the 5 and some nice spec and features that will set it apart from eveything before it. And as with previous releases, it will sell very well.
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Post by rickag on Jun 22, 2013 6:39:29 GMT -8
Interesting. Although that article keeps mentioning 'inventory clearing' of the iPhone 5 - which isn't really correct seeing as the iPhone 5 isn't going anywhere upon the 5S release (presumably). Retailers may be hedging their bets on a mid range iPhone replacing Apple's current strategy of just powdering the current models price into the mid range market.
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Post by qualitywte on Jun 22, 2013 6:49:27 GMT -8
I think it means we're looking at the 5S earlier than the 5 last year, possibly as early as July.
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Deleted
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Post by Deleted on Jun 22, 2013 6:50:40 GMT -8
Is there anyone who doesn't think we will see a new lower cost iPhone released alongside the iPhone 5S? I don't think so. I view it as something the media fudsters trumped up just to slam the company when it doesn't happen. I do expect something that is suited for CM this year or early next year. Apple's doing fine with their iPhone strategy. I expect a 5S with same form factor was the 5 and some nice spec and features that will set it apart from eveything before it. And as with previous releases, it will sell very well. I disagree. There's way too much noise, including comments by Pegatron acknowledging it. I'm just as cynical as you regarding the media where Apple is concerned, but they're not wrong about iPhone Jr. becoming a reality.
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Post by Lstream on Jun 22, 2013 6:51:25 GMT -8
Is there anyone who doesn't think we will see a new lower cost iPhone released alongside the iPhone 5S? I don't think so. I view it as something the media fudsters trumped up just to slam the company when it doesn't happen. I do expect something that is suited for CM this year or early next year. Apple's doing fine with their iPhone strategy. I expect a 5S with same form factor was the 5 and some nice spec and features that will set it apart from eveything before it. And as with previous releases, it will sell very well. I no longer pay any attention or put any stock in these rumours. Unless they come from known credible bloggers. There is just too much of an industry in Apple lies for the sake of page hits for me to believe any of it.
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Post by Deleted on Jun 22, 2013 6:51:56 GMT -8
iOS7 is going to prevent any early release of iPhone 5s -- the timing of these two go hand-in-glove.
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Post by qualitywte on Jun 22, 2013 6:52:21 GMT -8
Interesting. Although that article keeps mentioning 'inventory clearing' of the iPhone 5 - which isn't really correct seeing as the iPhone 5 isn't going anywhere upon the 5S release (presumably). Retailers may be hedging their bets on a mid range iPhone replacing Apple's current strategy of just powdering the current models price into the mid range market. Many retailers are driven/measured by monthly sales metrics. So they want to keep the numbers up as much as possible and avoid tapering off before the spike that will come with the 5.
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