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Post by lovemyipad on Sept 13, 2013 19:26:13 GMT -5
The bar is open... Who needs a drink?  |
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Mav
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Post by Mav on Sept 13, 2013 19:31:23 GMT -5
A song comes to mind. "Help" by the Beatles.
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Post by Red Shirted Ensign on Sept 13, 2013 19:37:47 GMT -5
A song comes to mind. "Help" by the Beatles. The Colors of My World ( were sold out this weekend) |
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Mav
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Post by Mav on Sept 13, 2013 19:41:26 GMT -5
Clearly, you didn't buy above the gap down. Oh well.
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greggthurman
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Post by greggthurman on Sept 13, 2013 20:15:44 GMT -5
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Mav
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Post by Mav on Sept 13, 2013 20:27:47 GMT -5
Whoa. I can see NTT DoCoMo accounting for a few hundred thousand 5C/5S sales at launch given enough supply/capacity to move that volume of product.
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Post by nagrani on Sept 13, 2013 20:34:09 GMT -5
Happy one year anniversary of iPads forum!!!
I miss you guys, despite most of you are likely insane.
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greggthurman
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Post by greggthurman on Sept 13, 2013 20:36:30 GMT -5
Whoa. I can see NTT DoCoMo accounting for a few hundred thousand 5C/5S sales at launch given enough supply/capacity to move that volume of product. Yeah, and while China Mobile grew accounts, they lost 3G subscribers. Some estimates are as high as 3% of total base, i.e., 4,000,000. 3G average subscriber revenue is as much as 10X feature phone subscriber. So 4,000,000 lost 3G subscribers equates to 40,000,000 total subscriber revenue, Its been a while since I read that, and now I'm having difficulty finding the link. Hope I remembered the details accurately. |
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Post by prazan on Sept 13, 2013 20:59:30 GMT -5
The smartphone market in Japan was about 29 phones (Flurry Analytics) in 2012, with DoCoMo having a share of about 45%, or 13 million phones sold (Chicago Trib).
If it's accurate as reported that DoCoMo has committed 40% of smartphone sales to Apple, then back of envelope numbers indicate Apple will sell about 1.4 million phones to DoCoMo this coming quarter.
This isn't purely additive to Apple's Japan sales, given that approximately 100K of DoCoMo's customers have typically abandoned the carrier to buy iPhones at one of its two rivals. But it seems reasonable to expect that this will add about 1.2 million phones per quarter to Apple's total Japan sales.
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chinacat
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Post by chinacat on Sept 13, 2013 21:28:29 GMT -5
Happy one year anniversary of iPads forum!!! I miss you guys, despite most of you are likely insane. AAPL closing price 9/13/2012 $682.98 You are likewise missed. |
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Mav
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Post by Mav on Sept 13, 2013 21:32:49 GMT -5
It'll be a good boost to iPhone sales, and it may be more front-loaded depending on demand curve and supply.
It's not a China Mobile add, but it'll be a nice carrier add overall for sure.
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Post by nagrani on Sept 13, 2013 21:42:40 GMT -5
At the close of trading - I bought a boatload of 465-470 BCSs that expire two Fridays from now. I'm banking on pre-order announcement coming from apple at the 2 million mark (double of what it was last year). The announcement should be made before trading opens on Monday.
I also think market buzz for apple will be great next week due to:
New ios7
New iPhones being released on Friday and lines everywhere - Japan / China / US.
People wil realize how impactful sentiment is when they start seeing long lines.
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marcellus
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Post by marcellus on Sept 13, 2013 21:49:59 GMT -5
At the close of trading - I bought a boatload of 465-470 BCSs that expire two Fridays from now. I'm banking on pre-order announcement coming from apple at the 2 million mark (double of what it was last year). The announcement should be made before trading opens on Monday. I also think market buzz for apple will be great next week due to: New ios7 New iPhones being released on Friday and lines everywhere - Japan / China / US. People wil realize how impactful sentiment is when they start seeing long lines. Do you REALLY think Apple will report a 2M # for 5c's and let the media spin a decline from 5M to 2M iPhones sold. THAT is INSANE. |
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Mav
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Post by Mav on Sept 13, 2013 21:57:13 GMT -5
Whoa, whoa, whoa Mercel. You need to get your numbers right. ;D
Two stages of announcements.
Monday after pre-ordering (last year: 2M iPhone 5 preorders)
Monday AFTER THAT, opening weekend sales (5M sold)
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Post by nagrani on Sept 13, 2013 21:59:17 GMT -5
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Mav
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Post by Mav on Sept 13, 2013 22:01:25 GMT -5
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Mav
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Post by Mav on Sept 13, 2013 22:02:19 GMT -5
I wouldn't bank too much. No one has any clue what the numbers will be like, even Apple (I mean, I'm sure they have a projection, but).
I'd say 1.5-2M iPhone 5C preorders would be good enough for Apple to announce. Who knows.
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marcellus
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Post by marcellus on Sept 13, 2013 22:02:40 GMT -5
Ahem, you're partially right. Apple announced 2M in the first 24 hours of pre orders, double the previous record. But yeah, I conflated pre orders with sales #s. Nonetheless, Apple isn't going to trust WS spinning unit pre orders this year when only half the product line up was available.
Unless they do something like 3M+ and that would be a surprise (a big one).
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Post by lovemyipad on Sept 13, 2013 22:03:51 GMT -5
Happy one year anniversary of iPads forum!!! I miss you guys, despite most of you are likely insane. ROFLMAO!!!!!!!!!   |
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marcellus
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Post by marcellus on Sept 13, 2013 22:05:33 GMT -5
I wouldn't bank too much. No one has any clue what the numbers will be like, even Apple (I mean, I'm sure they have a projection, but). I'd say 1.5-2M iPhone 5C preorders would be good enough for Apple to announce. Who knows. Is WS really expecting a # this Monday for the first 24 hours? If they are, then I'll get my buying opportunity on Monday. If I recall correctly, Apple did not announce pre orders on the 4s -- the 2M # was for iPhone 5 a year ago. Edit: I'm correct, here's the link: www.apple.com/pr/library/2012/09/17iPhone-5-Pre-Orders-Top-Two-Million-in-First-24-Hours.html |
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