Mav
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Post by Mav on Sept 20, 2013 22:01:07 GMT -8
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Deleted
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Post by Deleted on Sept 20, 2013 22:03:59 GMT -8
I'm surprised you didn't quote the neat part.
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Post by sponge on Sept 20, 2013 22:20:25 GMT -8
You all need to read this. I feel like I am reading many of the thoughts here, at Apple 2.0, Asymco, and views from Robert and Gregg all being channelled thru TC.
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Post by Red Shirted Ensign on Sept 20, 2013 22:46:56 GMT -8
And why is that? Would an illiquid, low volume stock provide a greater benefit to investors? RE: patience and lack thereof... I don't think a patient person particularly cares about short-term fluctuations. Nor should long-term investors. Is there a correlation between trading levels and valuation based on fundamentals vs. something else? Why is GOOG's volume so much less or, for that matter, AMZN's, yet those two stocks have champion P/E ratios, even other worldly. Seriously, something is F'd up about Apple's valuation and I'm stumped. You are so thick! Apple is never going to innovate again, thus does not deserve the respect given Amazon or Google. How many times do I have to explain this to you.,,.ignore the lines and the sellouts. They mean nothing
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Mav
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Post by Mav on Sept 20, 2013 23:18:37 GMT -8
AMAZING interview of Tim Cook, even if it's because Grobart let Tim speak freely. (Still very creditable.)
You CANNOT misunderstand Tim after reading this. He lays out his vision just so well. Now you can disagree with him, strongly - and I disagree too here and there - but anyone here interested really should read the unabridged version that nagrani and sponge linked to.
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Post by rob_london on Sept 21, 2013 0:48:52 GMT -8
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Post by rob_london on Sept 21, 2013 0:58:49 GMT -8
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Post by phoebear611 on Sept 21, 2013 2:30:49 GMT -8
A few responses from previous posts: Gregg - I agree wrt to S&P rebalances. I also think they are the next to last Friday of the quarter but not absolutely certain. I will investigate further and share what I learn. Also, on the AT&T article - I found it somewhat confusing/contradictory so I'm guessing I really can't pull any valuable information from it. It would be refreshing if reporters understood just a little bit about what they are reporting on and write with more clarity - damn! Gridlock- I agree on Pasani. He is old school and doesn't over analyze things. They are what they are. When I first heard the quote I thought it sounded like him but as I said, my friend couldn't recall who it was. Anyway - wish I had heard it - would have been nice for a scalp. Observations: 1. It has been mentioned on the Board numerous times how AAPL is held to a different standard. What company launches a product and has the media coverage that this company does? And then they go on to measure the lines versus other launches. It's just insane! Media coverage this morning is just as crazy. 2. Also, another note - Samsung's BS commercials about iPhones being for a much older generation (this Board not withstanding ) they should look at the lines waiting for the launch yesterday.....a sea of youth....future buyers. 3. Although the stock was subjected to expiration and rebalancings on Friday and subsequently depressed - I think any movement from here will not necessarily be a pop but will be directly contingent on what the AAPL statements are on Monday (or will it be Tuesday? -- anyone have thoughts on that?) 4. I think the real number - other than the sales - to watch will also be the iOS7 download number. It will state who in fact owns the ecosystem and the depth of possible potential it has. I hope someone in the media speaks about it and highlights it as being very important to the future of the company's success. And that's all I have in the pre-dawn hours of a Saturday morning when the four dogs decided to wake up early and drag me out of bed. Amazing how my husband can sleep through it all (or at least pretend to....c'mon I'm nobody's fool...I'm just kind ;D ) !!!
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Post by rob_london on Sept 21, 2013 2:36:29 GMT -8
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Post by rezonate on Sept 21, 2013 4:40:27 GMT -8
Thanks very much for this. Conceptionally easy, technically quite difficult. Disaggregation of packets takes computing muscle. (Hence 64 bit?)
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Post by Lstream on Sept 21, 2013 4:52:24 GMT -8
Thanks very much for this. Conceptionally easy, technically quite difficult. Disaggregation of packets takes computing muscle. (Hence 64 bit?) Is this capability only on the 5S? My read is that it is a general capability of iOS 7.
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Post by rezonate on Sept 21, 2013 4:56:20 GMT -8
So, anybody remember the Starbucks application, whereby if you were connected to the in-store network a 5th icon appeared showing the song being played? With iBeacons and multi path TCP, what's stopping Apple from selling a little hardware box that connects a till's checkout total to the Passbook application, allowing purchase by fingerprint? Yeah, I'd buy that.
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Post by rezonate on Sept 21, 2013 5:17:39 GMT -8
For my current project I'm dealing with the concept of a "found object", something you discover in the back of an antique shop hundreds of years from now. Will that object make sense? Will it be useful? Will it telegraph its original purpose in a way that's so obvious and (dare I say) magical to whoever has discovered it that they will be intrigued, beguiled, enchanted by their find? This is some of the allure of the SteamPunk aesthetic, where futuristic tools are constructed using industrial revolution forms. Tim Cook mentioned someone from another planet coming down to discover an Android tablet, and their possible reaction. I can almost guarantee that Apple's whole "great product" and Ive's "completely integrated" approach stems from this very concept. When our descendants dig through the piles of electronic history in three hundred years, they'll discover a lot of plasticky crap. And they'll discover a lot of stuff with a little bitten apple on the back.
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Post by artman1033 on Sept 21, 2013 5:19:51 GMT -8
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Post by rezonate on Sept 21, 2013 5:55:11 GMT -8
Here's a wordle of the interview (minus interviewer comments and annotations). I like wordle pictures because frequency patterns expose thinking bias. What does Tim Cook think about the most? Where does this inner dialog drive his outer diction?
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Post by artman1033 on Sept 21, 2013 6:03:09 GMT -8
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Mav
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Post by Mav on Sept 21, 2013 6:03:37 GMT -8
"don"
Whoa. (/Keanu) ;D
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Mav
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Post by Mav on Sept 21, 2013 6:09:09 GMT -8
If I had been as successful as Horace I may have said something semi-similar. But me as/where I am, I say, you better believe Apple is built to last beyond 10-20 years. Lotta ifs, no guarantees, but if Tim's here for 10 more years, there should be plenty to show for it and plenty of groundwork laid for the next generation of Apple leaders. Not to mention Ive and Federighi have "seen it all" and are both under 50.
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Post by artman1033 on Sept 21, 2013 6:12:04 GMT -8
I think the computer finds "don" wherever it is. don't
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Post by rezonate on Sept 21, 2013 6:23:05 GMT -8
I think the computer finds "don" wherever it is. don't You got it. (Also notice "re" contracted from we're, you're, they're, etc). I'm not going back to edit out the contractions. But the "don't" frequency is telling. Steve Jobs mentioned often that being great means saying NO to many good ideas to make room for the great ideas. Cook's application of NO is a bit more subtle: don't. It leaves a crack for someone on the team to make their case. It chips away at an idea like an artist - add paint here, don't add paint there. We don't think like that, we think different. Different looks like *this*...
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icam
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Post by icam on Sept 21, 2013 6:31:36 GMT -8
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Post by artman1033 on Sept 21, 2013 6:33:42 GMT -8
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Post by jdrizzo89 on Sept 21, 2013 7:21:49 GMT -8
So multi path means it uses one or other based on what connection best or it uses both at once?
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Post by doublerainbow on Sept 21, 2013 7:27:56 GMT -8
Is apple (or any company) allowed to announce the number of backorders as well as actual sales? combining unrealized and realized sales doesn't seem like a bad idea to me... if it can be done
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Post by Iceage on Sept 21, 2013 7:35:58 GMT -8
Is apple (or any company) allowed to announce the number of backorders as well as actual sales? combining unrealized and realized sales doesn't seem like a bad idea to me... if it can be done You wouldn't think so. Those orders can be cancelled anytime before shipping.
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Post by qualitywte on Sept 21, 2013 7:48:16 GMT -8
I think the computer finds "don" wherever it is. don't Maybe he said ".. we don't make junk" a lot.
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Deleted
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Post by Deleted on Sept 21, 2013 7:50:31 GMT -8
And why is that? Would an illiquid, low volume stock provide a greater benefit to investors? RE: patience and lack thereof... I don't think a patient person particularly cares about short-term fluctuations. Nor should long-term investors. Is there a correlation between trading levels and valuation based on fundamentals vs. something else? Why is GOOG's volume so much less or, for that matter, AMZN's, yet those two stocks have champion P/E ratios, even other worldly. Seriously, something is F'd up about Apple's valuation and I'm stumped. AAPL is just coming off a year with margins declining from the high 40's to mid 30's. That's a bad sign. They've also posted declining EPS for the last 4 quarters. That's a bad sign. The Smartphone business is very fickle...those who were on top before, quickly fall, or at least that's the perception. Market share outside the US is declining. These are all facts about Apple...would I love for AAPL to be sitting around $700 again, of course. But the fact is they've come off a pretty terrible year, with negative growth. I believe they'll turn it around and have allocated my remaining capital behind what I believe, but to say AAPL deserves a much higher PE is not true. As they say, Price is the truth. Google gains almost all their revenue from ads and search and that's just about a guaranteed amount of growth with no threats in site. Apple has threats in every area trying to sell similar hardware for significantly lower prices. Basically people don't believe Apple has much growth left in them. If they did, AAPL would be priced higher. Don't ask me to explain Amazon...that one is lost on me
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bud777
fire starter
Posts: 1,352
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Post by bud777 on Sept 21, 2013 8:16:50 GMT -8
The bar is open! Hey, Bud... Where's my cookie? Now where'd I put that hammer
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Post by hledgard on Sept 21, 2013 9:34:09 GMT -8
Is there a correlation between trading levels and valuation based on fundamentals vs. something else? Why is GOOG's volume so much less or, for that matter, AMZN's, yet those two stocks have champion P/E ratios, even other worldly. Seriously, something is F'd up about Apple's valuation and I'm stumped. AAPL is just coming off a year with margins declining from the high 40's to mid 30's. That's a bad sign. They've also posted declining EPS for the last 4 quarters. That's a bad sign. The Smartphone business is very fickle...those who were on top before, quickly fall, or at least that's the perception. Market share outside the US is declining. These are all facts about Apple...would I love for AAPL to be sitting around $700 again, of course. But the fact is they've come off a pretty terrible year, with negative growth. I believe they'll turn it around and have allocated my remaining capital behind what I believe, but to say AAPL deserves a much higher PE is not true. As they say, Price is the truth. Google gains almost all their revenue from ads and search and that's just about a guaranteed amount of growth with no threats in site. Apple has threats in every area trying to sell similar hardware for significantly lower prices. Basically people don't believe Apple has much growth left in them. If they did, AAPL would be priced higher. Don't ask me to explain Amazon...that one is lost on me Lovely post. Indeed, though its technology and reach, Google is "the" place for search. Why go anywhere else? But I think Amazon is the equivalent, only in online sales. Years ago one went many places to shop online. Now I go only to a few, as Amazon has added so many vendors for which it sells indirectly. And yes, I agree about Apple. There are threats everywhere.
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Post by nagrani on Sept 21, 2013 9:50:29 GMT -8
You two seem like a tag team bashing duo.
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