Mav
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Post by Mav on Sept 15, 2013 20:27:00 GMT -8
Uh, the survey...posted via reddit...taken via Google docs...?
That should give you an idea of the demographics.
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Mav
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Post by Mav on Sept 15, 2013 20:28:20 GMT -8
FYI: Summers just withdrew his name for Fed chair....could sway markets tomorrow. Futures way green. Let's see if market follows in regular session, AND if so, fingers crossed the fruit can participate.... Not sure it will if there's no pre-order numbers out of Cupertino. The "good news" is we have until 430s to doubt the intermediate uptrend.
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Deleted
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Post by Deleted on Sept 15, 2013 20:30:02 GMT -8
Futures way green. Let's see if market follows in regular session, AND if so, fingers crossed the fruit can participate.... Not sure it will if there's no pre-order numbers out of Cupertino. Yeah, read this caveat at the bottom of the post: I have to be completely honest. I don't really know much of what I'm doing when it comes to statistics and data analysis. Any advice on how to better present the information will be greatly appreciated.
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Post by longsince98 on Sept 15, 2013 20:45:29 GMT -8
Uh, the survey...posted via reddit...taken via Google docs...? That should give you an idea of the demographics. Meaning what? Someone earlier was asking about info regarding comparative interest, and since this had a few thousand participants, and reddit is a broadly tech savvy crowd, I thought it'd be of interest.
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Mav
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Post by Mav on Sept 15, 2013 21:04:43 GMT -8
No no, I'm just saying the survey results aren't surprising to me, in my opinion - because it's a broadly tech savvy crowd. Hence my demographics comment. I'd expect a big majority to vote 5S over 5C. 5S gets my vote, as with most everyone here.
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Deleted
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Post by Deleted on Sept 15, 2013 21:14:01 GMT -8
One important upgrade many are missing on the 5C - it adds LTE compatibility to a lot of carriers that were missed on the iPhone 5.
So in many countries (particularly Europe) the 5C is not only just $100 cheaper (& in a variety of colours), but it is a big jump in cellular data performance compared to the iPhone 5, which for all intents and purposes was simply a 3G phone.
Its kind of crazy to think that this will be the first iPhone for many users that actually gives LTE performance.
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Deleted
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Post by Deleted on Sept 15, 2013 21:35:36 GMT -8
I posit a theory... AAPL has known the demand of 5S, and meets demand. 7.5 million first weekend, 10.5 million in the first week. 64 million for Q1 : ) I have stated on more than one occasion that Apple already knows how many it will announce sold during the first weekend. There is a very strong relationship between past announcements and December quarter results. The point of providing this number is to signal to WS what Apple's expectations are for the December quarter. Except for China sales commencing earlier than usual, I don't expect a significant change in that relationship.
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Deleted
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Post by Deleted on Sept 15, 2013 21:43:48 GMT -8
Apple sold 72 million iPhones in 2011. Its possible that behind Samsung & Apple, this year the 3rd biggest "vendor" might be used iPhone resellers.
It kind of makes sense that Apple wants a piece of that 3rd place vendors sales by starting their trade-in program.
I wonder how Apple is going to record the revenue of those likely millions of 2nd hand iPhones its going to take in? Anyone have any ideas?
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Deleted
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Post by Deleted on Sept 15, 2013 21:45:08 GMT -8
Uh, the survey...posted via reddit...taken via Google docs...? That should give you an idea of the demographics. Not sure if the demos are being skewed bacause of the Google association, but with a sample size of this magnitude, I don't think getting scientific will alter results that much. The one thing that could alter results significantly, would be the inclusion of Chima and Japan. Otherwise I'm OK with it.
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Deleted
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Post by Deleted on Sept 15, 2013 21:53:20 GMT -8
Apple sold 72 million iPhones in 2011. Its possible that behind Samsung & Apple, this year the 3rd biggest "vendor" might be used iPhone resellers. It kind of makes sense that Apple wants a piece of that 3rd place vendors sales by starting their trade-in program. I wonder how Apple is going to record the revenue of those likely millions of 2nd hand iPhones its going to take in? Anyone have any ideas? I don't think Apple wants to associate the brand so blatantly with used equipment. i'd wager they have a supply agreement with a used equipment reseller (possibly in China and/or India).
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Deleted
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Post by Deleted on Sept 15, 2013 22:09:14 GMT -8
Apple sold 72 million iPhones in 2011. Its possible that behind Samsung & Apple, this year the 3rd biggest "vendor" might be used iPhone resellers. It kind of makes sense that Apple wants a piece of that 3rd place vendors sales by starting their trade-in program. I wonder how Apple is going to record the revenue of those likely millions of 2nd hand iPhones its going to take in? Anyone have any ideas? I don't think Apple wants to associate the brand so blatantly with used equipment. i'd wager they have a supply agreement with a used equipment reseller (possibly in China and/or India). I'm guessing so too, I presume they are all being funnelled to emerging markets. I also wonder if apple is selling them at cost or for profit.
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Deleted
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Post by Deleted on Sept 15, 2013 22:55:15 GMT -8
I don't think Apple wants to associate the brand so blatantly with used equipment. i'd wager they have a supply agreement with a used equipment reseller (possibly in China and/or India). I'm guessing so too, I presume they are all being funnelled to emerging markets. I also wonder if apple is selling them at cost or for profit. That's an interesting question.. Theoretically, Apple could sell them at a loss, absorbing it in Cost of Goods, while at the same time protecting iPhone's ASP. Additionally, each used iPhone returned to service, in an emerging market, would deny a sale to Samsung. If Apple sold 65 million iPhones during the December quarter, and 60% resulted in iPhone 4/4S trade-ins (>36,000,000 iPhones), that would be a tremendous market share reversal. Note: Apple would not claim the sale of the used iPhones as units sold. The trade-ins are a purchase financing transaction. Sales of the used iPhone would be considered a conversion of the trade-in to cash. Its possible that the sale of the used iPhones would be reported under O, I & E. If Apple sold at a loss look for a QoQ drop in O, I, & E.
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JDSoCal
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Post by JDSoCal on Sept 15, 2013 22:59:55 GMT -8
I'm guessing so too, I presume they are all being funnelled to emerging markets. I also wonder if apple is selling them at cost or for profit. That's an interesting question.. Theoretically, Apple could sell them at a loss, absorbing it in Cost of Goods, while at the same time protecting iPhone's ASP. Yes, Apple is using a contract reseller (PowerON), and no, Apple most definitely will not lose money.
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Deleted
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Post by Deleted on Sept 15, 2013 23:02:08 GMT -8
FYI: Summers just withdrew his name for Fed chair....could sway markets tomorrow. Futures way green. Let's see if market follows in regular session, AND if so, fingers crossed the fruit can participate.... Cane back to your post to state that I've been watching Futures for the past 2 hours, and have observed the NAZ to be trading in a $1.50 range ($32.00 - $33.50). Generally speaking Futures are more volatile than this. The move does appear to be a response to Summers' withdrawal (he was a disastrous choice).
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Mav
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Post by Mav on Sept 15, 2013 23:31:40 GMT -8
If all Apple is doing is expanding PowerON to the Genius Bar, accounting should be the same as always. Which is to say...it doesn't even show up?
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