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Post by Deleted on Jul 7, 2013 23:37:13 GMT -8
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Mav
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Post by Mav on Jul 7, 2013 23:41:43 GMT -8
Wow, thanks for the heads-up! Free is always good, and Traktor DJ is first on my list!
Five apps going free for five years of the App Store - don't mind one bit. ;D (I did buy Infinity Blade II at first launch.)
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Post by phoebear611 on Jul 8, 2013 3:01:20 GMT -8
Forbes 500 list is out this morning and AAPL ranks #2 as the most profitable company in the world.
Also - List of 25 fastest growing tech companies for 2013:
LinkedIn topped the list, logging 102 percent growth in average sales over the past three years and 51 percent growth in three-to-five-year estimated earnings per share, or EPS.
Facebook came in second, averaging 87 percent growth in sales for the past three years and 25 percent growth in estimated EPS. Apple, which was second on the 2012 list, placed third this year with 55 percent growth in sales and 15 percent growth in estimated EPS.
Hmmm...I thought we weren't a growth company any longer?!
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Post by qualitywte on Jul 8, 2013 4:47:12 GMT -8
Lot of chatter about smartphone sales peaking since SS report. I don't know if they have peaked or not, but I believe when it happens, the company with more repeat sales, customer loyalty, and can draw customers by switching from another platform will be in the best position.
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Post by chasmac on Jul 8, 2013 5:29:35 GMT -8
Watch TSLA if you're already not. I've said this before but Elon Musk is the next closest thing to SJ you're gonna get. Also, take a gander at AAPL getting screwed by ITC it seems.. Depressing. |
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Post by macwire on Jul 8, 2013 6:13:49 GMT -8
Back to being a POS...
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Post by macwire on Jul 8, 2013 6:15:46 GMT -8
Lot of chatter about smartphone sales peaking since SS report. I don't know if they have peaked or not, but I believe when it happens, the company with more repeat sales, customer loyalty, and can draw customers by switching from another platform will be in the best position. Peaking in the western world? Maybe. In China, Indonesia, or India? LOL. don't understand how people can't seem to see the forest through the trees on that one... |
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Post by archibaldtuttle on Jul 8, 2013 6:39:46 GMT -8
Hey all - after 12 years of investing primarily in AAPL, I'm close to giving up. Do I know that AAPL will be higher than this a year from now? Yes, but I also "knew" it would never go below 500, and we've been here for 6 months. I just don't understand how the market values AAPL.
I felt really alienated by all the "cash distribution" talk and the fact that the market's desired outcome -- huge cash return to shareholders -- has done nothing for the stock. (Some might say that "things would've been much worse without the cash return" but I can't picture how.)
Whenever I've felt the urge to sell I've told myself "it's always darkest before the dawn" and "capitulation." But then again, I would've been much better off selling when I first felt that urge instead of trying to trick myself not to sell.
I gave up all of my gains in the last 12 years by holding options in the past year. Its been painful and i keep banking on an AAPL comeback to regain some ground. but now I feel like I need to liquidate and start over in more fertile territory.
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Post by rickag on Jul 8, 2013 6:48:46 GMT -8
Hey all - after 12 years of investing primarily in AAPL, I'm close to giving up. Do I know that AAPL will be higher than this a year from now? Yes, but I also "knew" it would never go below 500, and we've been here for 6 months. I just don't understand how the market values AAPL. I felt really alienated by all the "cash distribution" talk and the fact that the market's desired outcome -- huge cash return to shareholders -- has done nothing for the stock. (Some might say that "things would've been much worse without the cash return" but I can't picture how.) Whenever I've felt the urge to sell I've told myself "it's always darkest before the dawn" and "capitulation." But then again, I would've been much better off selling when I first felt that urge instead of trying to trick myself not to sell. I gave up all of my gains in the last 12 years by holding options in the past year. Its been painful and i keep banking on an AAPL comeback to regain some ground. but now I feel like I need to liquidate and start over in more fertile territory. Sorry to hear, hope you fair well. Just a note, the original buyback was only for float, the increase is to reduce outstanding shares and just started, we shall see what this effect has in the next ER. Good Luck |
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Post by macwire on Jul 8, 2013 7:39:37 GMT -8
Hey all - after 12 years of investing primarily in AAPL, I'm close to giving up. Do I know that AAPL will be higher than this a year from now? Yes, but I also "knew" it would never go below 500, and we've been here for 6 months. I just don't understand how the market values AAPL. I felt really alienated by all the "cash distribution" talk and the fact that the market's desired outcome -- huge cash return to shareholders -- has done nothing for the stock. (Some might say that "things would've been much worse without the cash return" but I can't picture how.) Whenever I've felt the urge to sell I've told myself "it's always darkest before the dawn" and "capitulation." But then again, I would've been much better off selling when I first felt that urge instead of trying to trick myself not to sell. I gave up all of my gains in the last 12 years by holding options in the past year. Its been painful and i keep banking on an AAPL comeback to regain some ground. but now I feel like I need to liquidate and start over in more fertile territory. Everyone has gotten caught in the euphoria. My hands still smart from knife catching. I booked profits but broke all kinds of personal rules in that September January time frame. It hurts Best of luck to you. |
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Post by bud777 on Jul 8, 2013 8:26:35 GMT -8
Hey all - after 12 years of investing primarily in AAPL, I'm close to giving up. Do I know that AAPL will be higher than this a year from now? Yes, but I also "knew" it would never go below 500, and we've been here for 6 months. I just don't understand how the market values AAPL. I felt really alienated by all the "cash distribution" talk and the fact that the market's desired outcome -- huge cash return to shareholders -- has done nothing for the stock. (Some might say that "things would've been much worse without the cash return" but I can't picture how.) Whenever I've felt the urge to sell I've told myself "it's always darkest before the dawn" and "capitulation." But then again, I would've been much better off selling when I first felt that urge instead of trying to trick myself not to sell. I gave up all of my gains in the last 12 years by holding options in the past year. Its been painful and i keep banking on an AAPL comeback to regain some ground. but now I feel like I need to liquidate and start over in more fertile territory. I felt exactly the same way. That is why I mortgaged the house and doubled my position. It is difficult to be rational in the face of the irrationality, but the one thing i have learned is that emotional decisions are seldom the right ones when it comes to money. I bought many of my previous shares at 90 in the fall of 2008 when there was blood in the streets. Ultimately, the goal of investing is happiness and if this is making you unhappy, you are making the right decision to get out, but I obviously feel that you will regret it. |
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Post by Red Shirted Ensign on Jul 8, 2013 9:29:55 GMT -8
Hey all - after 12 years of investing primarily in AAPL, I'm close to giving up. Do I know that AAPL will be higher than this a year from now? Yes, but I also "knew" it would never go below 500, and we've been here for 6 months. I just don't understand how the market values AAPL. I felt really alienated by all the "cash distribution" talk and the fact that the market's desired outcome -- huge cash return to shareholders -- has done nothing for the stock. (Some might say that "things would've been much worse without the cash return" but I can't picture how.) Whenever I've felt the urge to sell I've told myself "it's always darkest before the dawn" and "capitulation." But then again, I would've been much better off selling when I first felt that urge instead of trying to trick myself not to sell. I gave up all of my gains in the last 12 years by holding options in the past year. Its been painful and i keep banking on an AAPL comeback to regain some ground. but now I feel like I need to liquidate and start over in more fertile territory. I felt exactly the same way. That is why I mortgaged the house and doubled my position. It is difficult to be rational in the face of the irrationality, but the one thing i have learned is that emotional decisions are seldom the right ones when it comes to money. I bought many of my previous shares at 90 in the fall of 2008 when there was blood in the streets. Ultimately, the goal of investing is happiness and if this is making you unhappy, you are making the right decision to get out, but I obviously feel that you will regret it. the old bromide that the market can stay irrational longer than you can stay solvent is certainly true with Apple....But I am with Bud....I don't know if the double bottom of 385 is the low that we will see absent a worldwide catastrophe, but I am comfortable that the Apple ecosystem is not only healthy but growing in (to Wall Stree anyway) a stealth mode that will provide significant returns down the road. On this point, Horace gives me comfort each time I read his blog. Assuming earnings YOY and QOQ begin to turn the corner in September, new products and new product catagories are announced in September, the share buyback does what I expect it to do (9-11 million shares a quarter reduction in outstanding) and gross margins don't dip below 35% due to these great new but less profitable on a per unit basis gadgets, Apple will begin to get its mojo back with Wall Street. The washout of retail investors has not yet concluded and each time we fail to rally upon seemingly good news and tank on far-fetched FUD, it is discouraging....But, short of TSLA, is there another stock I am as excited about for the next three years? Oh, I'm channeling my inner Sponge...ouch.....  |
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Post by podboy on Jul 8, 2013 9:30:12 GMT -8
IOS 7 Beta version 3 is now available. How do I become a developer to get this installed on my iphone? Is it $99 a year to become a developer?
Thanks
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Post by Deleted on Jul 8, 2013 9:36:52 GMT -8
Any bets as to whether the media (CNBC???) picks up on this? tinyurl.com/SIII-FireI'm betting they won't because it isn't Apple negative. |
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Post by Red Shirted Ensign on Jul 8, 2013 9:51:23 GMT -8
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Post by dreamRaj on Jul 8, 2013 9:52:31 GMT -8
Any bets as to whether the media (CNBC???) picks up on this? tinyurl.com/SIII-FireI'm betting they won't because it isn't Apple negative. Good find. I can imagine the media frenzy if this happened with an iPhone. News like this doesn't bother Samsung fandroids much because they're not really passionate about their devices. It's mainly the media that goes out of its way to belittle Apple by making Samsung big. |
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Mav
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Post by Mav on Jul 8, 2013 9:59:44 GMT -8
If my Li-ion battery ever fails like that, I'd sure like the case to be decently constructed so as to give me just that little extra bit of early warning.
One of the minor downsides of easily accessible batteries (minor in the sense that these battery failures don't happen all that often).
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Post by frqntflr on Jul 8, 2013 10:05:29 GMT -8
IOS 7 Beta version 3 is now available. How do I become a developer to get this installed on my iphone? Is it $99 a year to become a developer? Thanks Apple's website has all the info you need and yes it's $99 per year. There will be slight delay until you get confirmation email which should come same day. Don't forget to register your UDID before beginning the install. An alternative that I don't recommend is to pay a developer to register your UDID. Much cheaper but you never know who you gonna get. |
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Post by Deleted on Jul 8, 2013 11:32:00 GMT -8
I'm reposting the cnbc story below, because I don't want to share the link and give the source any page views for this garbage, but thought it was worth sharing due to its likely contribution to today's weak performance:
"Apple Cuts iPhone Production by 20 Percent: Analyst
Published: Monday, 8 Jul 2013 | 12:22 PM ET
By: Cadie Thompson | Technology Editor, CNBC.com
Apple is cutting iPhone output in the second half, according to Brian Blair at Wedge Partners.
In his note, the analyst said that his firm believes the company is reducing smartphone production by 20 percent because of the "slowing demand for high-end handsets globally," which recently showed up in poor sales of such smartphones at competitors such as Samsung and HTC.
Competition among smartphone makers is heating up and markets are becoming saturated, explains Ramon Llamas, IDC.
Production of the iPhone (which includes the iPhone 4S, the iPhone 5 and the unreleased iPhone 5S) for the last six months of the year will now be between 90 million and 100 million rather than 115 million to 120 million, Blair said.
The company is not expected to reduce iPad production, however, he said.
Apple's share price was down almost 1 percent during morning trading.
—By CNBC's Cadie Thompson."
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Post by mace on Jul 8, 2013 11:44:15 GMT -8
... I mortgaged the house and doubled my position ... Hope you're joking. This is not 2008 where the decline is broad-based and not Apple-specific. The decline since Dec is Apple-specific in the face of market making new highs, even some hi-tech stocks like GOOG and AMZN are making new ATHs. Btw, the decline from Sep to Dec 2012 is broad-based. Most importantly, SJ is not around and his concrete plan for Apple has probably expired, his longer term plan is likely in place but they are vague and doesn't spell out precise product. Historically, many businesses flounder after the death of the founders e.g. Disney and Sony. Although is unfair and not reasonable for me to say what's coming: Jon Rubinstein and Ron Johnston failed miserably, why do we expect Tim Cook to do well. Disclosure: Despite years of diversification, still holding lots of AAPLs and analysis paralyzed. |
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Post by geraci on Jul 8, 2013 12:10:15 GMT -8
Another day closer... AAPL will turn up eventually. I believe efficient market theory will eventually cause Apple's valuation to be revised upward.
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Post by rob_london on Jul 8, 2013 12:20:29 GMT -8
via Gruber:
In iOS 7 beta 3 the system text font has changed from Helvetica Neue Light to Regular...
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Post by Deleted on Jul 8, 2013 12:25:50 GMT -8
Another day closer... AAPL will turn up eventually. I believe efficient market theory will eventually cause Apple's valuation to be revised upward. Who's to say AAPL isn't fairly valued at $415? EPS is shrinking and there is no proof that will stop anytime soon...some people (myself included) are hoping that it turns around in 2014, but that's still a long way away and no guarantee. If no new product category is released (iTV, iWatch etc), and the high end global Smartphone market continues to struggle, which Analysts are predicting, it could be that Apple is fairly valued at $415. |
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Post by Red Shirted Ensign on Jul 8, 2013 12:37:20 GMT -8
In Beta 3 for IOS7 there are a number of nice tweaks, most noticably a thickening of the font used in most of the native apps...a nice step forward in readability. This is really looking good... www.macrumors.com/ |
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Post by geraci on Jul 8, 2013 12:37:42 GMT -8
Maybe you're right, time will tell. When I compare Apple's fundamentals and financial ratios to other tech firms Apple looks undervalued *to me*. I believe Apple's share price has been over-corrected and will be adjusted upward in the next 6 months or so. Just my opinion, of course.
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Post by Red Shirted Ensign on Jul 8, 2013 12:39:17 GMT -8
Another day closer... AAPL will turn up eventually. I believe efficient market theory will eventually cause Apple's valuation to be revised upward. Who's to say AAPL isn't fairly valued at $415? EPS is shrinking and there is no proof that will stop anytime soon...some people (myself included) are hoping that it turns around in 2014, but that's still a long way away and no guarantee. If no new product category is released (iTV, iWatch etc), and the high end global Smartphone market continues to struggle, which Analysts are predicting, it could be that Apple is fairly valued at $415. Even assuming a drop in net earnings (or flattening more likely) over the next year, the reduction in share count and 3.1% yield would make a P/E of 9 undervalued. Any growth above a "flat" earnings trend would or should add to the stock price. At least I hope so.....  |
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Post by artman1033 on Jul 8, 2013 12:43:04 GMT -8
I'm reposting the cnbc story below, because I don't want to share the link and give the source any page views for this garbage, but thought it was worth sharing due to its likely contribution to today's weak performance: "Apple Cuts iPhone Production by 20 Percent: Analyst Published: Monday, 8 Jul 2013 | 12:22 PM ET By: Cadie Thompson | Technology Editor, CNBC.com Apple is cutting iPhone output in the second half, according to Brian Blair at Wedge Partners. In his note, the analyst said that his firm believes the company is reducing smartphone production by 20 percent because of the "slowing demand for high-end handsets globally," which recently showed up in poor sales of such smartphones at competitors such as Samsung and HTC. Competition among smartphone makers is heating up and markets are becoming saturated, explains Ramon Llamas, IDC. Production of the iPhone (which includes the iPhone 4S, the iPhone 5 and the unreleased iPhone 5S) for the last six months of the year will now be between 90 million and 100 million rather than 115 million to 120 million, Blair said. The company is not expected to reduce iPad production, however, he said. Apple's share price was down almost 1 percent during morning trading. —By CNBC's Cadie Thompson." Last year: it appears shipments were about 75 million.What am I missing?  |
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Post by lovemyipad on Jul 8, 2013 12:43:35 GMT -8
One day, being jaded and cynical is going to bite me in the butt. But not today.
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Post by bud777 on Jul 8, 2013 12:48:13 GMT -8
One day, being jaded and cynical is going to bite me in the butt. But not today. I like Lily Tomlin's quote....."No matter how cynical I try to be, I just can't keep up" |
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Post by Red Shirted Ensign on Jul 8, 2013 12:49:36 GMT -8
One day, being jaded and cynical is going to bite me in the butt. But not today. I can be jaded and cynical and then I read data like this...and I wonder why nobody else sees what I see...or am I just jaded and cynical! 9to5mac.com/2013/07/08/iphone-closes-gap-on-android-during-may-grabs-31-of-t-mobile-smartphone-sales"“Through the 3 month period ending May 2013, Android continues to lead smartphone sales at 52%. Close behind is iOS with 41.9% of sales. Kantar notes that Apple’s increase is thanks to T-Mobile picking up the iPhone 5, which is now the best selling smartphone at the carrier despite only being available since mid April. Thanks to iPhone, T-Mobile could soon increase its share of smartphone sales in the US, as Kantar notes all iPhone models counted for 31% of the carrier’s smartphone sales during the quarter. Currently the carrier holds just 10.1% behind Verizon (34.6%), AT&T (29%), and Sprint (12.7%). The report notes T-Mobile has been attracting a lot of first time smartphone buyers since getting the iPhone with around 53% upgrading from feature phones: “iOS’ strength on T-Mobile appears to be the ability to attract first time smartphone buyers, upgrading from a featurephone. Of T-Mobile consumers who bought an iOS device since it launched on the carrier, 53% had previously owned a featurephone, well above the market average of 45% of iOS owners who previously owned a featurephone.” “Furthermore, of T-Mobile customers planning to change device within the coming year, 28% plan to upgrade to an iPhone for their next device" |
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