Mav
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Post by Mav on Sept 29, 2013 14:02:55 GMT -8
Call me Tom and I'll show everyone for the bazillionth time why everyone hates me here on AFB2. And no one wants that. ;D
You must have me mistaken for Raffi. I'm kinda big on "hiding" my iPhone, partly out of a need to protect it from myself (impact-resistant cases are a must, just like screen protectors) and partly out of "discretion" (I always get non-Apple-logo cases, and I like that Apple went with subtlety for the Space Gray Touch ID detection ring).
Also, I've been a fan of the black/metallic look from the beginning.
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Mav
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Post by Mav on Sept 29, 2013 14:06:20 GMT -8
Futures look a little shaken, not stirred. Shutdowngate worries is my WAG, but it must be weak hands for now. We've seen this movie so many times, and that's before the past few years.
Of course credit rating worries are a new wrinkle, but nothing about that on the radar (that's "recent")...yet.
EDIT: Oh yeah, Italy too. Bunga bunga. (Sorry, it's too funny not to type.)
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Post by rob_london on Sept 29, 2013 14:07:54 GMT -8
As expected, futures are red. Most major indices currently down about 0.5%.
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Post by tradervic on Sept 29, 2013 16:06:14 GMT -8
I think CM has to be announced at the iPad event on Oct 15th.
That way, they disclose it before the ER which will help explain why guidance is off the charts.
Further, I think tomorrow you'll start to see some semi-impressive gains in iP5s shipment backlog. They waited till end of quarter cause they figured they would save it for next Q.
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Post by jdrizzo89 on Sept 29, 2013 16:22:48 GMT -8
Expected Ichan tweets tomorrow? #aapl #undervalued #billiondollarbuyback #timcook #googsux
In seriousness I don't see any news of the dinner giving much bump. Government shut down and debt ceiling (mid October) will make or break us being above 500 by earnings IMO with an outside chance of iPad refresh helping. I can't see the logic of iPad mini improvement but not the iPad. Been too long
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Deleted
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Post by Deleted on Sept 29, 2013 17:19:40 GMT -8
Has the US ever had such a woeful group of politicians? I can't think of a time when we've been so poorly served. Ever.
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Mav
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Post by Mav on Sept 29, 2013 17:25:19 GMT -8
Yay us.
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Post by Nevyn on Sept 29, 2013 17:41:11 GMT -8
Has the US ever had such a woeful group of politicians? I can't think of a time when we've been so poorly served. Ever. Van Buren, right before civil war?
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Deleted
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Post by Deleted on Sept 29, 2013 18:05:18 GMT -8
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Deleted
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Post by Deleted on Sept 29, 2013 18:06:37 GMT -8
Has the US ever had such a woeful group of politicians? I can't think of a time when we've been so poorly served. Ever. Van Buren, right before civil war? Both the 19th and 20th century Johnson administrations.
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Deleted
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Post by Deleted on Sept 29, 2013 18:08:24 GMT -8
I'm watching John Kerry on 60 Minutes. Man, he's going heavy on the botox. lol
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Post by phoebear611 on Sept 29, 2013 18:10:31 GMT -8
I'm watching John Kerry on 60 Minutes. Man, he's going heavy on the botox. lol He's going for the Joan Rivers look!
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Deleted
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Post by Deleted on Sept 29, 2013 18:14:22 GMT -8
I'm watching John Kerry on 60 Minutes. Man, he's going heavy on the botox. lol He's going for the Joan Rivers look! On High Def TV's, he's not fooling anyone: He's had work done. Everything above his eyes doesn't move. I bet he's good at poker. These politicians are more vain than Liberace at his worst.
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bud777
fire starter
Posts: 1,352
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Post by bud777 on Sept 29, 2013 18:57:39 GMT -8
Has the US ever had such a woeful group of politicians? I can't think of a time when we've been so poorly served. Ever. Sadly, I don't think they are much worse than the norm. And i mean that in a bad way
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stub
Member
The fix is in. Be patient. Don't panic.
Posts: 300
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Post by stub on Sept 30, 2013 1:37:55 GMT -8
I think he's mistaken on GM. I do hope the fact I disagree doesn't crush dissent on this forum. Restoring gross margin sounds like opening a price umbrella for competitors. Apple's general price strategy is to add value at same price. While 5C/5S may stop the GM decline this year and reverse it somewhat, I'm not thinking Apple ever intends for GM to return to the low 40s anytime soon. I also don't see a problem with "overreliance" on iPhone. Simply put there IS no bigger market in consumer tech. It's a risk Apple can deal with and a market that Apple can adapt to if consumer preferences shift over time. As many have said, Phone.app is the only thing phone about iPhone. The bigger deal is the everything else, and iOS is far from a Windows trajectory for now. Of course intense focus on few products carries business risk. Apple need to keep betting correctly on trends, stay at the forefront of traditional computing replacements, expand software/service revenues, maybe enter a new market or two. But Apple will likely not be able to "significantly" diversify revenue mix for the foreseeable future. Well said Mav. I agree 100%. Don't see margin higher then 39.5%. Average has been about 37% historically . The iPhone has plenty of room to grow and the iPad is still getting started. Last night I realized that Apple could go into wearables and clothing. That is an industry ripe for change. What about that rumor that Apple was coming out with Apple (smart) Lingerie. And just what exactly does 'smart' Lingerie mean anyway?
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