Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Sept 21, 2013 9:59:25 GMT -8
Do we have to do anything to activate the feature? I read the article and it wasn't clear on this. What's amazing about this feature is that PBXs (Private Branch Exchange) aka sophisticated, commercial grade telephone systems had a feature called Automatic Route Selection back in the late 1980s. Back, before competition drove the cost of telephone down to a flat rate per trunk per month, a commercial operation might have 20 trunks (lines) to address different rates. These were E&M Trunks (PBX to PBX), WATS lines (intra-state and inter-state) and foreign exchanges along with direct dial. The PBX could be programmed to recognize that it was cheaper to complete a call using one or another of available routes. My firm did a study for the Valley News (Los Angeles) and first year savings from this feature alone paid for their new PBX (which we installed). Multi-path TCP reminds that much of what we think is new, has been done decades earlier in a different industry (arguably not as well).
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Sept 21, 2013 10:07:54 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. I was never sure how it would be implemented, but I've been touting Apple's next big CATEGORY would be mobile payments for at least a year.. Recent announcements by PayPal, and others, make me believe Rezonate's description is what will be implemented. Of course, Apple is 3 generations ahead of our thinking so an Apple solution will probably be totally different (and much better).
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Sept 21, 2013 10:26:20 GMT -8
No Company lasts beyond the vision. When the vision is lost so too is the Company. It almost happened to Apple under Scully and Schindler. It happened to Motorola, RIMM, Nokia, RCA, and many others. In every case you can blame the BoD. It is the BoD's job to hire the firm's CEO. That makes Jobs' accomplishment all the greater. After hiring him, Jobs convinced the BoD to take a hike. I don't think WS recognized just how important that move was. A great example of how important the BoD is, is what happened at GM after they bought H Ross Perot's EDS. Perot got a seat on the Board and immediately started arguing for a feature/aspect of the automobile that GM did better than anyone else. He became a such royal pain in the ass for the other members (especially Chairman Smith) that GM bought his shares and sent him packing. In the next 35 years GM lost considerable market share, eliminated 3 (Oldsmobile, Pontiac and Saturn) name plates, received a government bailout, partial union takeover (in exchange for new contract) and bankruptcy reorganization to survive. American workers everywhere owe much to Chairman Smith and his quest for lower costs.
|
|
|
Post by qualitywte on Sept 21, 2013 12:42:18 GMT -8
Anyone have data on sales rates of the new iPhones? 5S ship date is into October now for all models.
|
|
|
Post by Lstream on Sept 21, 2013 13:16:01 GMT -8
Anyone have data on sales rates of the new iPhones? 5S ship date is into October now for all models. Take whatever you find out and add one. I ordered one today.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Sept 21, 2013 13:23:27 GMT -8
You two seem like a tag team bashing duo. Are you referring to me? I'm not bashing Apple at all...I love the company, but I don't like to walk around with Apple colored glasses anymore thinking it's only Wall Street that's the problem. That cost me a lot of money in the last 12 months. I'm trying to look at what the big boys are seeing from the outside. There are lots of great qualities about Apple...but the challenges facing it also very real. If things were easy, why have margins dropped by 12%? If people will always pay more for quality, why not increase the margins to keep the 47% margins? The answer is because they can't without losing significant market share.
|
|
|
Post by michelc on Sept 21, 2013 13:29:08 GMT -8
Add 2 for me shipping today from Rogers Canada
Btw gone to my local Rogers shop the guy there was telling everyone that apple made an embargo on all carrier for a month in order to sell only at aplestore and full price!!! Gee those guy are full of it
Was at applestore last night of course sold out but lot of peoples looking at the 5c but even more at the 5s
Same for a futureshop I have the feeling the 5s will outsell the 5c in numbers
Hello margin!
|
|
|
Post by lovemyipad on Sept 21, 2013 13:49:58 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. Sentiment. Nothing else. Whether cyclical or sporadic, IMHO sentiment is driving the bus.
|
|
Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
|
Post by Mav on Sept 21, 2013 14:02:13 GMT -8
It may level out a bit better on earnings day, but we're in a swirling vortex of sentiment now. Will AAPL get flushed or catapulted on Monday, who knows.
|
|
Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
|
Post by Mav on Sept 21, 2013 14:03:32 GMT -8
Anyone have data on sales rates of the new iPhones? 5S ship date is into October now for all models. Take whatever you find out and add one. I ordered one today. How would anyone ever have any kind of solid data on iPhone sales rates? I've been skeptical ever since Chitika.
|
|
chinacat
Moderator
AAPL Long since 2006
Posts: 4,425
|
Post by chinacat on Sept 21, 2013 14:04:33 GMT -8
One iOS7 feature that seems to be very popular is automatic app updates. The benefit is "Now I don't have to continually check the App store for updates." I must be missing something. The App Store app displays a badge when updates are available, showing the number of updates.
I admit that I prefer to know when a new version of an app is loaded, so if there are any problems, then I will know the reason.
Doesn't seem like a big change to me. Can someone on the board educate me?
|
|
Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
|
Post by Mav on Sept 21, 2013 14:12:59 GMT -8
Well, it's a huge deal to Sen. McCain (recall that tax hearing) and others who don't like tapping the update all button a few times a week. And it's "Android parity".
It's convenient - just as long the update doesn't break the app.
Me, I'm keeping it on manual for control/battery savings. I'm old school that way.
|
|
|
Post by macziggy on Sept 21, 2013 14:14:36 GMT -8
My friend's iPhone 5 had a glitch in the Weather app with iOS 7. A several strange "cities" showed up in the app, like "Male", "W", "Inn", "Wwolnica". Anyone have any idea why this happened? Weather oneWeather two
|
|
Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
|
Post by Mav on Sept 21, 2013 14:22:50 GMT -8
It's like the Nordic or whatever iPhone keyboard bug, except for weather!
|
|
|
Post by zzmac on Sept 21, 2013 15:32:05 GMT -8
Long lineups, 5S selling great, gold 5S sold out but I haven't heard anything about 5C sales. Anyone at an Apple store see people walking out with the 5C?
|
|
|
Post by appledoc on Sept 21, 2013 15:39:35 GMT -8
You two seem like a tag team bashing duo. Are you referring to me? I'm not bashing Apple at all...I love the company, but I don't like to walk around with Apple colored glasses anymore thinking it's only Wall Street that's the problem. That cost me a lot of money in the last 12 months. I'm trying to look at what the big boys are seeing from the outside. There are lots of great qualities about Apple...but the challenges facing it also very real. If things were easy, why have margins dropped by 12%? If people will always pay more for quality, why not increase the margins to keep the 47% margins? The answer is because they can't without losing significant market share. Don't worry, some people just don't get it. Any other company gets hammered after reporting declining YoY earnings, and nobody bats an eye. But our beloved Apple is always supposed to go up? Give me a break. I love seeing true colors show when Apple flounders. As if traders are somehow responsible for your own losses.
|
|
|
Post by Lstream on Sept 21, 2013 16:02:30 GMT -8
Long lineups, 5S selling great, gold 5S sold out but I haven't heard anything about 5C sales. Anyone at an Apple store see people walking out with the 5C? I saw 2 yesterday in about a 15 minute visit. But I was not really paying attention. Too busy looking at the 5S.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Sept 21, 2013 17:16:46 GMT -8
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 Are you working for a copy editor job at CNBC? I've covered all of these points in earlier posts and am not going to waste time rehashing them. Suffice to say, I disagree with you. Strongly.
|
|
|
Post by mstrmac on Sept 21, 2013 17:17:35 GMT -8
One iOS7 feature that seems to be very popular is automatic app updates. The benefit is "Now I don't have to continually check the App store for updates." I must be missing something. The App Store app displays a badge when updates are available, showing the number of updates. I admit that I prefer to know when a new version of an app is loaded, so if there are any problems, then I will know the reason. Doesn't seem like a big change to me. Can someone on the board educate me? A blue dot will indicate a newly updated app.
|
|
Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
|
Post by Mav on Sept 21, 2013 17:41:41 GMT -8
Wait, iAds and iTunes Radio aren't at least indirect threats to Google? Really?
And iOS is likely to continue pushing Bing or Yahoo! searching.
Btw, just because iAds are app-specific doesn't mean Apple couldn't take iAds to the HTML5 web if they so chose, right?
|
|
chinacat
Moderator
AAPL Long since 2006
Posts: 4,425
|
Post by chinacat on Sept 21, 2013 18:07:40 GMT -8
A blue dot will indicate a newly updated app. Thanks for the tip. I think that for now I will continue to share Mav's cautious approach. I don't find manual updates to be a burden. YMMV, of course.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Sept 21, 2013 18:24:16 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. Sentiment. Nothing else. Whether cyclical or sporadic, IMHO sentiment is driving the bus. Fundamentals trumps all. Apple's fundamentals for the past 6 quarters was, at first weak, then went negative. FQ1/2014 will be the first quarter of all around growth in a year.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Sept 21, 2013 18:51:56 GMT -8
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 Are you working for a copy editor job at CNBC? I've covered all of these points in earlier posts and am not going to waste time rehashing them. Suffice to say, I disagree with you. Strongly. Whats there to disagree with? It's mostly facts, not opinion. Fact - Smartphone is an ever changing business with new leaders Fact - Margins went down 10% from last year Fact - EPS has declined for the past year Fact - Google gains 90+% from Ads based on Search Revenue Fact - Samsung and others are stealing share in the non US world, especially emerging markets. Opinion - I believe Apple will be much higher next year. Opinion - People in general don't believe there's much EPS growth left in Apple. That's just my opinion, because if the general investor felt like Apple was going to grow a lot in the next few years, it wouldn't be sitting with a PE of 11 or 12. So do you disagree with my facts or my opinions?
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Sept 21, 2013 19:15:59 GMT -8
Whats there to disagree with? It's mostly facts, not opinion. Fact - Smartphone is an ever changing business with new leaders Fact - Margins went down 10% from last year Fact - EPS has declined for the past year Fact - Google gains 90+% from Ads based on Search Revenue Fact - Samsung and others are stealing share in the non US world, especially emerging markets. Opinion - I believe Apple will be much higher next year. Opinion - People in general don't believe there's much EPS growth left in Apple. That's just my opinion, because if the general investor felt like Apple was going to grow a lot in the next few years, it wouldn't be sitting with a PE of 11 or 12. Facts in isolation, without context, have no value, as most facts bandied about here. Opinions are similarly valued without supporting facts. Without supporting facts your statement that "people in general" is worthless, although the logic that follows is good. The deal is though, the crux of your statement supposes that there is reliable data to shift sentiment BETWEEN EARNINGS REPORTS AND GUIDANCE, there is not. So expecting a major shift in sentiment prior to earnings is a fool's game. Now to correct an inconsistency in forum settings. On my iMac I have you on ignore. For whatever reason, on my iPad you are not. Fixing that error in 3, 2, 1,
|
|
Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
|
Post by Mav on Sept 21, 2013 19:20:00 GMT -8
Touch ID is turning out to be a...more compelling draw for people than I ever realized.
Cats can register! Dogs can register! Not-fingers can register! (Oh my.)
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Sept 21, 2013 19:26:02 GMT -8
Whats there to disagree with? It's mostly facts, not opinion. Fact - Smartphone is an ever changing business with new leaders Fact - Margins went down 10% from last year Fact - EPS has declined for the past year Fact - Google gains 90+% from Ads based on Search Revenue Fact - Samsung and others are stealing share in the non US world, especially emerging markets. Opinion - I believe Apple will be much higher next year. Opinion - People in general don't believe there's much EPS growth left in Apple. That's just my opinion, because if the general investor felt like Apple was going to grow a lot in the next few years, it wouldn't be sitting with a PE of 11 or 12. Facts in isolation, without context, have no value, as most facts bandied about here. Opinions are similarly valued without supporting facts. Without supporting facts your statement that "people in general" is worthless, although the logic that follows is good. The deal is though, the crux of your statement supposes that there is reliable data to shift sentiment BETWEEN EARNINGS REPORTS AND GUIDANCE, there is not. So expecting a major shift in sentiment prior to earnings is a fool's game. Now to correct an inconsistency in forum settings. On my iMac I have you on ignore. For whatever reason, on my iPad you are not. Fixing that error in 3, 2, 1, Yep, heaven forbids you have someone that disagrees with your call for $75 for 2014. If anything I think it's good to have a few on the forums that call into question that Apple doesn't make mistakes or have any threats. I wish last year at this time there were more than expressed some reservations instead of those touting $75 EPS and $1,000 EPS...$1,000 was probably pretty low compared to what others were forcasting here for 2014/5. It's funny, because I consider myself an Apple bull and have a huge chunk of my cash in 2015 and 2016 bull call spreads...but I also realize there are a number of issues and threats coming to Apple, the biggest being the margin decline and loss of share in emerging markets.
|
|
|
Post by nagrani on Sept 21, 2013 19:52:57 GMT -8
Gregg - if apple announces 10 million iPhones were sold this weekend - that would change sentiment before earnings in a positive way? No or am I being foolish. If not - perhaps you are the fool?
|
|
|
Post by applemuncher on Sept 21, 2013 20:00:20 GMT -8
Whats there to disagree with? It's mostly facts, not opinion. Fact - Smartphone is an ever changing business with new leaders Fact - Margins went down 10% from last year Fact - EPS has declined for the past year Fact - Google gains 90+% from Ads based on Search Revenue Fact - Samsung and others are stealing share in the non US world, especially emerging markets. Opinion - I believe Apple will be much higher next year. Opinion - People in general don't believe there's much EPS growth left in Apple. That's just my opinion, because if the general investor felt like Apple was going to grow a lot in the next few years, it wouldn't be sitting with a PE of 11 or 12. Facts in isolation, without context, have no value, as most facts bandied about here. Opinions are similarly valued without supporting facts. Without supporting facts your statement that "people in general" is worthless, although the logic that follows is good. The deal is though, the crux of your statement supposes that there is reliable data to shift sentiment BETWEEN EARNINGS REPORTS AND GUIDANCE, there is not. So expecting a major shift in sentiment prior to earnings is a fool's game. Now to correct an inconsistency in forum settings. On my iMac I have you on ignore. For whatever reason, on my iPad you are not. Fixing that error in 3, 2, 1, Hi vitalogy80. I agree with you 100%. Mercel and Gregg, please allow for differing opinions on this board. Everything that vitalogy80 said is true. It looks to me like both of you are leading the Apple-can-do-no-wrong circlejerk session. Both of you stifle constructive discussion and promote group think. And Gregg, your rear view mirror theories are just plain wacky. Maybe both of you are the reason why the board is dominated by four or five posters?
|
|
|
Post by The Big Toe on Sept 21, 2013 20:01:44 GMT -8
Touch ID is turning out to be a...more compelling draw for people than I ever realized. Cats can register! Dogs can register! Not-fingers can register! (Oh my.)Are you saying that you registered your... Ummmmm.... You know..... Thingy?
|
|
Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
|
Post by Mav on Sept 21, 2013 20:06:01 GMT -8
I don't have a 5S. I'm just relaying what others have reported... ;D
When I do get my 5S next month, I'm using Touch ID as it was specifically intended.
|
|