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Post by osx10 on Jul 17, 2013 2:48:16 GMT -8
Less than a week until Earnings Guidance. Media is getting excited again with commercial skipping tv prospects, iwatches, and new phones. certainly seems like sentiment might be changing.
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Post by Deleted on Jul 17, 2013 2:54:44 GMT -8
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Post by Deleted on Jul 17, 2013 3:25:43 GMT -8
Less than a week until Earnings Guidance. Media is getting excited again with commercial skipping tv prospects, iwatches, and new phones. certainly seems like sentiment might be changing. Verizon reports earnings tomorrow - and if behaving normally should report its iPhone activations as well. Usually Verizon iPhone numbers are used to spin AAPL before earnings. Last year Verizon shipped 2.7 million iPhones, which was 10.4% of Apples total global iPhone sales for the quarter. 3 ways media may interpret tomorrows verizon numbers: 1. Take the percentage increase in Verizon iPhones sold (if any) over last years Q3, and apply a similar figure to apples total global iPhone shipments. (For the record, Verizon's iPhone sales have made up anywhere between 9% to 13% of global iPhone sales, with the most recent quarter being 13%) 2. Blame any positive iPhone growth on Verizon-specific factors, such as it being the first year with a 'free' iPhone (previous year the entry level 3GS was GSM only), and ignore Verizon-specific negatives (such as increased competition from T-mobile, who sold almost a million units) 3. Turn any positive Verizon iPhone number into an example of how the US market is the opposite of apples poor global iPhone performance (despite the lack of specific sales numbers internationally yet)
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Post by rickag on Jul 17, 2013 3:38:53 GMT -8
Less than a week until Earnings Guidance. Media is getting excited again with commercial skipping tv prospects, iwatches, and new phones. certainly seems like sentiment might be changing. Verizon reports earnings tomorrow - and if behaving normally should report its iPhone activations as well. Usually Verizon iPhone numbers are used to spin AAPL before earnings. Last year Verizon shipped 2.7 million iPhones, which was 10.4% of Apples total global iPhone sales for the quarter. 3 ways media may interpret tomorrows verizon numbers: 1. Take the percentage increase in Verizon iPhones sold (if any) over last years Q3, and apply a similar figure to apples total global iPhone shipments. (For the record, Verizon's iPhone sales have made up anywhere between 9% to 13% of global iPhone sales, with the most recent quarter being 13%) 2. Blame any positive iPhone growth on Verizon-specific factors, such as it being the first year with a 'free' iPhone (previous year the entry level 3GS was GSM only), and ignore Verizon-specific negatives (such as increased competition from T-mobile, who sold almost a million units) 3. Turn any positive Verizon iPhone number into an example of how the US market is the opposite of apples poor global iPhone performance (despite the lack of specific sales numbers internationally yet) Verizon may shed some light on the recent reports regarding their contracted commitment to Apple and shortfall in units sold. I doubt much real info to be given but their shareholders will be very interested.
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Post by Red Shirted Ensign on Jul 17, 2013 5:46:30 GMT -8
I would love us to move into 433 range and hold there for a while.....with some volume. Maybe today...
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Post by Red Shirted Ensign on Jul 17, 2013 5:49:36 GMT -8
Redler a minute ago....
@reddogt3live: $aapl nice negative to positive move- take some - stay with some-
Me: I want my 10:15 spike!
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Post by rickag on Jul 17, 2013 6:41:15 GMT -8
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Post by moltenfire on Jul 17, 2013 6:46:28 GMT -8
Which carrier in the US or Canada has LTE Advanced rolled out?
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Post by terps530 on Jul 17, 2013 6:48:14 GMT -8
bernanke testifying so be wary
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Post by Deleted on Jul 17, 2013 6:50:02 GMT -8
Redler a minute ago.... @reddogt3live: $aapl nice negative to positive move- take some - stay with some- Me: I want my 10:15 spike! Serious question: Have you ever profited from Redler's stuff?
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Post by sponge on Jul 17, 2013 6:57:33 GMT -8
If we stay above 430 by end of the day, I would call it a victory.
In regards to iPhone 5S with NFC and fingerprint scanner, when it is announced without those features the stock will tank.
However when Apple reports in Jan the world will be surprised how well the 5S sold without those features that few would use anyway for shopping.
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Post by Deleted on Jul 17, 2013 7:13:04 GMT -8
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Post by rickag on Jul 17, 2013 7:13:19 GMT -8
If we stay above 430 by end of the day, I would call it a victory. In regards to iPhone 5S with NFC and fingerprint scanner, when it is announced without those features the stock will tank. However when Apple reports in Jan the world will be surprised how well the 5S sold without those features that few would use anyway for shopping. I can't say if AAPL will tank if the iPhone 5S doesn't have NFC and a fingerprint scanner, but I don't expect too many analysts or consumers even expect those features on the next iPhone, let alone IGZO. Of the improvements, I most look forward to IGZO if and when it ever appears in an iPhone.
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Post by sponge on Jul 17, 2013 7:23:18 GMT -8
Raj is throwing darts. I still think we can get above 18 million, however Apple has been marketing less on TV, so the numbers could have been stronger.
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Post by sponge on Jul 17, 2013 7:25:27 GMT -8
If we stay above 430 by end of the day, I would call it a victory. In regards to iPhone 5S with NFC and fingerprint scanner, when it is announced without those features the stock will tank. However when Apple reports in Jan the world will be surprised how well the 5S sold without those features that few would use anyway for shopping. I can't say if AAPL will tank if the iPhone 5S doesn't have NFC and a fingerprint scanner, but I don't expect too many analysts or consumers even expect those features on the next iPhone, let alone IGZO. Of the improvements, I most look forward to IGZO if and when it ever appears in an iPhone. WS is focused on what Apple offers in contrast to competition, I think they see NFC and fingerprint as big features. IGZO screen would be huge, but everything I have read points to limited supply.
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Post by sponge on Jul 17, 2013 7:36:05 GMT -8
CRUS is up 8% in one month. Most of that happened in the last week.
I think that bodes well in how aapl will react next week.
Lets see how much money gets moved from GOOG on Friday into aapl.
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Post by Deleted on Jul 17, 2013 7:45:55 GMT -8
Horace's stuff is always good.
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Post by lance on Jul 17, 2013 8:04:00 GMT -8
IMHO Sell the VZ news will most likely be in full force tomorrow irrespective of number.
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Post by Deleted on Jul 17, 2013 8:04:19 GMT -8
I would love us to move into 433 range and hold there for a while.....with some volume. Maybe today... I really don't expect trading volume until after earnings/guidance and more is known about Apple's future. FQ4/2013 is going to be really important to FQ1/2014 prospects. For the past 2 years FQ1 grew ~49% over FQ4. FQ1/2011 QoQ growth 31.45% FQ1/2012 QoQ growth 63.89% FQ1/2013 QoQ growth 51.57% Average 3 year QoQ growth rate 48.97%. I'm modeling FQ4 Revenue at $40.5 Billion, and FQ1 Revenue at $64.3 Billion, a 58% QoQ increase.
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Post by Lstream on Jul 17, 2013 8:10:48 GMT -8
If we stay above 430 by end of the day, I would call it a victory. In regards to iPhone 5S with NFC and fingerprint scanner, when it is announced without those features the stock will tank. However when Apple reports in Jan the world will be surprised how well the 5S sold without those features that few would use anyway for shopping. I can't say if AAPL will tank if the iPhone 5S doesn't have NFC and a fingerprint scanner, but I don't expect too many analysts or consumers even expect those features on the next iPhone, let alone IGZO. Of the improvements, I most look forward to IGZO if and when it ever appears in an iPhone. I think the real issue is not what the iPhone 5S is or is not. If Apple is seen to be sticking to its existing strategy of one flagship phone with an S version every second year, and a brand new one every second year, then I think the stock gets trashed. This strategy will will signal that the company is sticking to its thinking and pursuing the premium market only with a single device and form factor. I believe that market expects the product family to be filled out and if it isn't then I expect a very negative reaction. No matter what the 5S or 6 has in it. I am not saying I agree with this anticipated reaction. This reaction could be possibly be blunted with a new product category if the phone strategy stays unchanged.
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Post by lance on Jul 17, 2013 8:12:16 GMT -8
I read an article discussing the option of Apple buying Tesla Motors. What are people's thought on that move? To me it is an interesting play. The companies current value is 13billion.
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Post by Lstream on Jul 17, 2013 8:18:02 GMT -8
I read an article discussing the option of Apple buying Tesla Motors. What are people's thought on that move? To me it is an interesting play. The companies current value is 13billion. Sponge raised something similar with a different car company a while back. Dumbest idea ever. Same for Tesla.
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Post by Deleted on Jul 17, 2013 8:18:44 GMT -8
In regards to iPhone 5S with NFC and fingerprint scanner, when it is announced without those features the stock will tank. However when Apple reports in Jan the world will be surprised how well the 5S sold without those features that few would use anyway for shopping. NFC and fingerprint scanner are hardware issues. As a driver of sales those will be non-issues. The driver will be what iOS 7 can DO, either with Apple produced Apps, or 3rd party Apps (sure to be shown at announcement). We really need to stop focusing on hardware (consumer could care less), and focus on software, which is what TC has been telling us to do.
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Post by Deleted on Jul 17, 2013 8:26:59 GMT -8
If iPad sales hit consensus we could get a 25ยข upside surprise to my EPS projection (currently $7.75). That would bode very well for sentiment.
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Post by Deleted on Jul 17, 2013 8:28:40 GMT -8
Redler a minute ago.... @reddogt3live: $aapl nice negative to positive move- take some - stay with some- Me: I want my 10:15 spike! Serious question: Have you ever profited from Redler's stuff? Yes, but only twice.
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Post by tuffett on Jul 17, 2013 8:28:42 GMT -8
In regards to iPhone 5S with NFC and fingerprint scanner, when it is announced without those features the stock will tank. However when Apple reports in Jan the world will be surprised how well the 5S sold without those features that few would use anyway for shopping. NFC and fingerprint scanner are hardware issues. As a driver of sales those will be non-issues. The driver will be what iOS 7 can DO, either with Apple produced Apps, or 3rd party Apps (sure to be shown at announcement). We really need to stop focusing on hardware (consumer could care less), and focus on software, which is what TC has been telling us to do. Mostly agreed, but sometimes game changing software (eliminating the need for passwords, secure mobile payments) requires implementation of hardware (fingerprint scanner) to make it possible.
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Post by Deleted on Jul 17, 2013 8:31:32 GMT -8
NFC and fingerprint scanner are hardware issues. As a driver of sales those will be non-issues. The driver will be what iOS 7 can DO, either with Apple produced Apps, or 3rd party Apps (sure to be shown at announcement). We really need to stop focusing on hardware (consumer could care less), and focus on software, which is what TC has been telling us to do. Mostly agreed, but sometimes game changing software (eliminating the need for passwords, secure mobile payments) requires implementation of hardware (fingerprint scanner) to make it possible. True enough, but still it isn't the hardware the user is going to lust for, its the software and what it does that will create must have sentiment.
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Post by Deleted on Jul 17, 2013 8:32:37 GMT -8
I read an article discussing the option of Apple buying Tesla Motors. What are people's thought on that move? To me it is an interesting play. The companies current value is 13billion. Extreme, as in not going to happen, rumor.
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Post by Deleted on Jul 17, 2013 8:40:02 GMT -8
I read an article discussing the option of Apple buying Tesla Motors. What are people's thought on that move? To me it is an interesting play. The companies current value is 13billion. Hey look, it looks just like an Apple store! I shot this yesterday -- I believe Tesla was doing some kind of promotion or educational presentation (maybe for new owners?). Anyway, the store usually has 1 or 2 people in it at any given time.
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Post by Deleted on Jul 17, 2013 8:41:35 GMT -8
I read an article discussing the option of Apple buying Tesla Motors. What are people's thought on that move? To me it is an interesting play. The companies current value is 13billion. Sponge raised something similar with a different car company a while back. Dumbest idea ever. Same for Tesla. That sounds like a "no" LOL
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