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Post by lovemyipad on Sept 30, 2012 7:05:36 GMT -8
RG, great post -- thank you!!
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Post by phoebear611 on Sept 30, 2012 7:34:02 GMT -8
RG - I know you are right but I am a wife - and that gives the the prerogative to complain!
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Post by rob_london on Sept 30, 2012 8:20:05 GMT -8
I recommend the latest podcast by Horace Dediu to any long term investors in Apple. The big question is whether going forward Apple can maintain the high average selling prices for the iPhone (currently approximately $650). How many of the general public will now decide that the iPhone 4S (and to a lesser extent the iPhone 4) are 'good enough' for their needs and that the premium that you have to pay for the latest and greatest is unnecessary? What may lie ahead beyond the current design of the iPhone, with its touchscreen and apps?
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Post by qualitywte on Sept 30, 2012 9:07:14 GMT -8
Apple has a real ecosystem. No other company does. iPhones will sell like crazy as the mobile internet continues to grow almost regardless of what phone they put out. Now, of course they put out a really good phone every year. But all this nitpicking is retarded. Remember the iPod, my kids are 23 and 27. Ten years ago, when they wanted a music player, they wanted iPods, everyone their age did, even though there were lots of other options available for less money. I think the reason was ecosystem and ease of use. Leap forward to today and most of that whole generation is not about to try some other OS. Its still the same thing today that makes the iPhone, iPad the Mac sell so well, ecosystem and ease of use. This mapgate thing is nothing in the long run!
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Post by mbeauch on Sept 30, 2012 9:24:53 GMT -8
Apple will get improve the maps, that I am not concerned about. What does concern me is execution. When you have the resources that Apple has, lack of data should never be an issue. I am curious as to why the TomTom data was missing so much. I will say this, I bought Tammy a Garmin a few years ago, complete POS. Has not been used in a long time.
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Post by Tetrachloride on Sept 30, 2012 9:32:44 GMT -8
What does concern me is execution. When you have the resources that Apple has, lack of data should never be an issue. Massively agree.
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Post by lovemyipad on Sept 30, 2012 9:41:11 GMT -8
Many thanks to Mark for gifting us with another 150K ad-free hits...we've now banked 200K...let's see how long this lasts. Ads should disappear tomorrow...
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Post by roni on Sept 30, 2012 9:54:03 GMT -8
I go into October with these allocations in our self-managed IRAs
Cash 21% Apple shares and options - 57% Dividend stocks ex-Apple - 22%
The Apple portion is split up like this:
Shares - 10% April $700 calls - 10% Jan 2014 $600’s - 70% Jan 2015 $800’s - 10% It has been a very good year for us
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Post by rob_london on Sept 30, 2012 10:20:58 GMT -8
What does concern me is execution. When you have the resources that Apple has, lack of data should never be an issue. Massively agree. Jean-Louis Gassée..."Apple's $30B Maps". www.mondaynote.com
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Post by Luckychoices on Sept 30, 2012 10:47:11 GMT -8
I happened upon a Macalope Weekly column which, in Part 1(titled, "Not that interesting"), pretty much dismantles Joe Nocera for his ridiculous article(written for The New York Times) titled, "Has Apple Peaked?", in which Nocera uses the maps problem as an indicator of Apple's downfall and demise. It's followed by Part 2(titled, "A match made in heaven") where he does the same type of dismantling of Dan Lyons (and Gizmodo). And finally, in Part 3(titled, "Saturday Special: There's never anything good on"), he covers the hooey(his word) provided by Holman W. Jenkins, Jr who wrote, "TV Will Be Apple's Undoing". I must admit to very much enjoying the public skewering of these anti-Apple, so-called pundits. www.macworld.com/article/2010818/macalope-from-bad-to-worse.html
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Post by prazan on Sept 30, 2012 11:11:14 GMT -8
Some of you may recall that I complained last Tuesday about the Wells Fargo Site crashing while I was trying to cash out a green trade going red. It appears I was (melodramatic voice) the victim of a terrorist attack, mounted by the "Izz ad-Din al-Qassam Cyber Fighters," which was mounting a denial of service attack against the banks last week. Bummer. I learned about this not from my bank, but from the newspapers.
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Mav
Member
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Posts: 10,784
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Post by Mav on Sept 30, 2012 11:59:20 GMT -8
Many thanks to Mark for gifting us with another 150K ad-free hits...we've now banked 200K...let's see how long this lasts. Ads should disappear tomorrow... Thanks, donors!
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Post by phoebear611 on Sept 30, 2012 12:01:34 GMT -8
Many thanks to Mark for gifting us with another 150K ad-free hits...we've now banked 200K...let's see how long this lasts. Ads should disappear tomorrow... Thanks, donors! Ditto - many thanks!
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Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
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Post by Mav on Sept 30, 2012 12:08:24 GMT -8
An extra-special salute for...uh...paying through...Google Wallet?!
That's the only approved payment method? A bit ironic if so.
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Post by Tetrachloride on Sept 30, 2012 12:12:39 GMT -8
+1 Thanks Mark and iPad. A website that works and gets better. Its worth paying for.
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JDSoCal
Member
Aspiring oligarch
Posts: 4,182
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Post by JDSoCal on Sept 30, 2012 12:35:24 GMT -8
A testy bunch, aren't we? I understand what the commotion is about. But come on guys. A map fail, even on this level, is not going to cause irreparable harm to Apple. The Wifi difficulties seem to me to be a more troublesome issue... You can point me to a post that says otherwise, but I don't believe anyone said anything about "irreparable harm." It is, however, a self-inflicted wound that was a PR nightmare that gave the haters in the media an opening to do their thing when the news about the long-awaited iPhone 5 should have been all great (since the reviews were generally great otherwise). So AAPL stumbled out of the gate, but will likely still win the race. It should concern any AAPL investor that perhaps Apple has lost that Jobsian attention to detail he was known for. I'm not saying it necessarily has - not like Jobs would have been personally checking maps near the Hoover Dam - but completely ignoring this rather glaring episode of suck is foolish, IMO. Just one of those things I add to the concerns column. Apple remains the best company in the best position on earth. But anyone who thinks Apple is a bulletproof company is nuts. And keep in mind I've been long 19 years without ever selling a share.
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Post by lovemyipad on Sept 30, 2012 12:41:36 GMT -8
(...) And keep in mind I've been long 19 years without ever selling a share. That includes the 1000 shares that were "put" to you @ 585 post-JUL'12 OE. I think that's kinda worth noting, since not selling shares bought @ 10 could be viewed a wee bit differently.
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Post by lovemyipad on Sept 30, 2012 12:43:28 GMT -8
Ultimately, last week's anxiety was like standing on the shore and getting upset about the tide going out. Excellent analogy!!!
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Post by qualitywte on Sept 30, 2012 12:47:37 GMT -8
...... a self-inflicted wound that was a PR nightmare that gave the haters in the media an opening to do their thing when the news about the long-awaited iPhone 5 should have been all great (since the reviews were generally great otherwise). I believe this will always happen. It is a PR game with the opponents of Apple, and they seem to have a pretty good game going. If it wasn't maps, they would have done the same with something else.
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JDSoCal
Member
Aspiring oligarch
Posts: 4,182
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Post by JDSoCal on Sept 30, 2012 12:48:40 GMT -8
(...) And keep in mind I've been long 19 years without ever selling a share. That includes the 1000 shares that were "put" to you @ 585. I think that's kinda worth noting, since not selling shares bought @ 10 could be viewed a wee bit differently. Yes, true, I will not be indefinitely holding those 1000 shares that are hemorrhaging margin interest every month. Ouchie. BTW, a totally horseshit article at Zero Hedge today about Apple's Nevada investment company and its cash hoard. Definitely gets my SISOBDB award.
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Post by gtrplyr on Sept 30, 2012 13:05:27 GMT -8
Watching football and I'm constantly interrupted by these silly SamDUNG commercials. Anyone else have the urge to beat the living crap out of that a-hole "Holding a place in line" for his parents or do I just have anger issues ?
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Post by davidcv100 on Sept 30, 2012 13:06:57 GMT -8
Interesting that Barclays is already modeling the iPad Mini assembly into their Pegatron estimates . . . . October launch?
Pegatron expected to ship 3 million iPad minis in Q4: Barclays Taipei Times 2012/09/30 Taipei, Sept. 30 (CNA) Taiwanese contract maker Pegatron Corp.'s non-notebook computer business would continue to drive its sales growth in the second half of 2012 despite the low initial yield rate of Apple Inc.'s smaller iPad, British bank Barclays Plc said recently.
In a research note dated Sept. 27, Barclays said it expected Pegatron to ship 3 million units of the iPad mini in the fourth quarter, which would result in revenues of NT$16.2 billion (US$552.4 million) or an 8 percent hike in its current sales forecast for the period.
Barclays had originally forecast that Pegatron would assemble 70 percent of the total iPad mini production this year, but the ratio was revised down to only 30 percent because of Pegatron's likely yield rate issue, the bank said.
"Unlike Hon Hai Precision Industry Co., Pegatron lacks the experience for tablet assembly, which has a long learning curve," Kirk Yang, a Hong Kong-based analyst at Barclays, wrote in the note.
In particular, the new iPad mini is expected to have a narrower bezel allowing for a larger screen in the 7.85-inch form factor, causing a relatively lower assembly yield rate than the 9.7-inch iPad version, Yang said.
Taiwan's Hon Hai, which was currently the exclusive assembler of iPads, would assemble 6 million to 7 million units of the iPad mini, or 60 percent of the total allocation for 2012, he added.
Although Barclays' analysis suggested that the mass production of iPad minis had been delayed to October from September on account of supply constraints of some key components, Yang believed Apple would not postpone its iPad mini launch.
"As most iPad component vendors ramp up shipments in September that would continue into the fourth quarter of 2012, we do not see any signs of a postponed shipment schedule, suggesting an on-time October product launch," he noted.
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Post by qualitywte on Sept 30, 2012 13:10:58 GMT -8
Watching football and I'm constantly interrupted by these silly SamDUNG commercials. Anyone else have the urge to beat the living crap out of that a-hole "Holding a place in line" for his parents or do I just have anger issues ? Im seeing them too, but I dont think they are very effective. I don't think this will sway many prosective iPhone customers.
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Post by adamthompson32 on Sept 30, 2012 13:16:47 GMT -8
A testy bunch, aren't we? I understand what the commotion is about. But come on guys. A map fail, even on this level, is not going to cause irreparable harm to Apple. The Wifi difficulties seem to me to be a more troublesome issue... You can point me to a post that says otherwise, but I don't believe anyone said anything about "irreparable harm." It is, however, a self-inflicted wound that was a PR nightmare that gave the haters in the media an opening to do their thing when the news about the long-awaited iPhone 5 should have been all great (since the reviews were generally great otherwise). So AAPL stumbled out of the gate, but will likely still win the race. It should concern any AAPL investor that perhaps Apple has lost that Jobsian attention to detail he was known for. I'm not saying it necessarily has - not like Jobs would have been personally checking maps near the Hoover Dam - but completely ignoring this rather glaring episode of suck is foolish, IMO. Just one of those things I add to the concerns column. Apple remains the best company in the best position on earth. But anyone who thinks Apple is a bulletproof company is nuts. And keep in mind I've been long 19 years without ever selling a share. I hope you're kidding. Antenna gate was on Jobs' watch and was 500x worse than this. Mapgate is trivial. The way I look at it, media and competitors will always look for a problem. If maps is the best they can do, Apple's problems around new products are getting much smaller regardless of how much louder the whiners whine today. This is a total non-issue. Download another app and move on. Eventually apple maps will get better. No biggie.
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Post by davidcv100 on Sept 30, 2012 13:17:09 GMT -8
Watching football and I'm constantly interrupted by these silly SamDUNG commercials. Anyone else have the urge to beat the living crap out of that a-hole "Holding a place in line" for his parents or do I just have anger issues ? Im seeing them too, but I dont think they are very effective. I don't think this will sway many prosective iPhone customers. Agreed, I just consider Samdung's ads free advertising for Apple and the iPhone 5. If your competition specifically focuses on you in their commercials, you are winning big. Samdung's ads, just do not matter. In the real World, who seriously wants to buy a Samdung cheap alternative over an iPhone 5 . . .
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Post by aaplcrazie on Sept 30, 2012 13:39:38 GMT -8
Ummm can someone please remind what the Acronym "EOs" stands for?
Thanks.
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Post by appleiie on Sept 30, 2012 13:40:39 GMT -8
The Samsung commercials are a sign of desperation. Samsung does not win Apple customers by insulting them. The commercials intend to create a feeling of superiority in their customers so they do not switch to Apple.
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Post by hrace on Sept 30, 2012 13:41:31 GMT -8
I'm sure it's hard to keep caring, but I am yet another decently long time lurker finally joining. I feel like I "know" most of the members after reading AFB for hours each day for about 1.5 years. Short term compared to many of the relationships here, but it feels like a huge total number of hours spent reading. To make matters worse, I "only" hold common shares (am I getting kicked out of here yet?). I'm at a point that I feel like I'm 95% comfortable jumping into options. I had hoped after reading continually that some knowledge would be absorbed, but apparently submersing myself into the language of options has not been as educational as I had hoped. I believe I may start the most embarrassing newbie sounding thread over in AAPL Trading, to just get a few easy questions out of the way. Thanks for all the "support" over the past year and a half. This was the only place I found to calm my nerves during dips. I can hear most of you laughing, re: common stock and dips. It was still larger swings than I was used to, outside of the 08 market. Anyway, it's great to finally register. I'll still plan on 99% reading. I don't know enough to make comments, I'm just here to continue learning.
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JDSoCal
Member
Aspiring oligarch
Posts: 4,182
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Post by JDSoCal on Sept 30, 2012 13:42:03 GMT -8
You can point me to a post that says otherwise, but I don't believe anyone said anything about "irreparable harm." It is, however, a self-inflicted wound that was a PR nightmare that gave the haters in the media an opening to do their thing when the news about the long-awaited iPhone 5 should have been all great (since the reviews were generally great otherwise). So AAPL stumbled out of the gate, but will likely still win the race. It should concern any AAPL investor that perhaps Apple has lost that Jobsian attention to detail he was known for. I'm not saying it necessarily has - not like Jobs would have been personally checking maps near the Hoover Dam - but completely ignoring this rather glaring episode of suck is foolish, IMO. Just one of those things I add to the concerns column. Apple remains the best company in the best position on earth. But anyone who thinks Apple is a bulletproof company is nuts. And keep in mind I've been long 19 years without ever selling a share. I hope you're kidding. Antenna gate was on Jobs' watch and was 500x worse than this. Mapgate is trivial. The way I look at it, media and competitors will always look for a problem. If maps is the best they can do, Apple's problems around new products are getting much smaller regardless of how much louder the whiners whine today. This is a total non-issue. Download another app and move on. Eventually apple maps will get better. No biggie. No, my several strongly-worded posts on the subject should suggest I am not kidding, Adam. I mean, nice logic, anttenagate was worse, so subsequent PR hits are OK? I really am less concerned what perma-bull AFB investors think, and more concerned with what the smartphone-buying public at large thinks. Be a Pollyanna all you want. Even my 70-yr-old mom was asking what's up with this map thing, as did several of my friends. It was a hit to the brand. Not fatal, but not trivial. Now, do you want to ask me if I am kidding a third time?
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Post by mbeauch on Sept 30, 2012 14:01:00 GMT -8
An extra-special salute for...uh...paying through...Google Wallet?! That's the only approved payment method? A bit ironic if so. LOL, there's more than one way to skin a cat. ;D A little bit of effort and one panic attack and it is all good.
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