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Post by Red Shirted Ensign on Dec 21, 2013 16:08:25 GMT -8
Closing at 549 was mildly bullish, as OI could have produced a 544 close. OI should have less influence next week, given they're not monthlies and it's abbreviated. More CM smoke this weekend, including over at Apple 2.0 It would appear negotiations are still progressing. I suspect negotiations have been completed in principle for some months. Details, details..., but better preorder
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Post by Deleted on Dec 21, 2013 17:39:58 GMT -8
It's going to be a " most excellent" year for apple and appl. At present, and for a number of reasons, I'm modeling $210+ billion for F2014, and I have yet to include CM.
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Mav
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Post by Mav on Dec 21, 2013 19:27:53 GMT -8
23% YOY rev growth is tough stuff at these revenue levels. I would include CM were I to forecast FY 2014 at $200B+. But I can't, so I won't.
Since it's no fun to leave it at that ;D , my total WAG is that $210B in FY 2014 is possible. iPhone 5S needs to continue to do well, iPhone 6 has to build on that momentum, and iPad has to find its growth stride again - Apple is capable on delivering on the core product. Apple gaining CM, friggin' finally, makes "possible" into "very possible". That one carrier alone can "ensure" Apple's iPhone and iPad YOY growth rates stay at around 20% for one more year.
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Post by Deleted on Dec 21, 2013 20:20:06 GMT -8
Larger iPhone, CM, new product, and higher GM in 2014.
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Post by Deleted on Dec 21, 2013 20:22:44 GMT -8
It would appear negotiations are still progressing. I suspect negotiations have been completed in principle for some months. Details, details..., but better preorder If your transporter worked like a sh*t, you'd give us board room confirmation instead of your half-assed suspicion.
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Mav
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Post by Mav on Dec 21, 2013 20:28:57 GMT -8
WHOA.
Red finally made one Trek reference too many or something?
Also...was that more like half a damn? Just checking
Also also, you probably shouldn't read that blog post I'm typing up if I ever post it
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Post by Deleted on Dec 21, 2013 20:44:24 GMT -8
WHOA. Red finally made one Trek reference too many or something? Also...was that more like half a damn? Just checking Also also, you probably shouldn't read that blog post I'm typing up if I ever post it Lol. There's more. Red, put on the Commodore, you're fired.
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Mav
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Post by Mav on Dec 21, 2013 21:10:24 GMT -8
Is this like that time with two forum members really getting into it over a giant misunderstanding, neither of whom post here anymore? :/ We've got enough drama as it is. Here's hoping this is more joking than war. Or something. My advisory still stands Mercel, in case you stop by my blog. Post is gonna be chock full of half-assed suspicion. Kinda. ;D. So you were warned.
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Post by Deleted on Dec 21, 2013 21:30:32 GMT -8
Oh Mav, it's just for giggles. Red and I are friends. You've been Trolololod.
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Post by Red Shirted Ensign on Dec 22, 2013 8:16:24 GMT -8
Oh Mav, it's just for giggles. Red and I are friends. You've been Trolololod. Well.... Not sure I would go so far as saying we are friends..,, I mean..,.one has to choose friends carefully. Max is a friend..Mav? Sure! But I've argued too many times with Mercel about gross margins, Shu Qi and the right way to bake banana bread to consider him a CLOSE friend. (Cough) Apple should have a good week. Headwinds have been removed a bit and CM is still out there. Right Mercel, old buddy?
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Post by Red Shirted Ensign on Dec 22, 2013 8:19:26 GMT -8
Is this like that time with two forum members really getting into it over a giant misunderstanding, neither of whom post here anymore? :/ We've got enough drama as it is. Here's hoping this is more joking than war. Or something. My advisory still stands Mercel, in case you stop by my blog. Post is gonna be chock full of half-assed suspicion. Kinda. ;D. So you were warned. Mav, Mercel is a pain in the butt but someone has to put up with his rants. His therapist says I am mature enough to handle him. Tough job but someone has to do it. And how can there be too many Star Trek references?
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Post by sponge on Dec 22, 2013 8:29:21 GMT -8
Red I figured it out. You are the script writer for Sponge Bob. Great Show with extremely good humor.
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Post by Red Shirted Ensign on Dec 22, 2013 8:38:13 GMT -8
Red I figured out. You are the script writer for Sponge Bob. Thanks absorbent one. I'm appointing you to the Mercel support group. Bring your wallet. It may take significant amounts of scotch to reach him
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Post by Deleted on Dec 22, 2013 8:42:55 GMT -8
Oh Mav, it's just for giggles. Red and I are friends. You've been Trolololod. Well.... Not sure I would go so far as saying we are friends..,, I mean..,.one has to choose friends carefully. Max is a friend..Mav? Sure! But I've argued tommy times with Mercel about gross margins, Shu Qi and the right way to bake banana bread to consider him a CLOSE friend. (Cough) Apple should have a good week. Headwinds have been removed a bit and CM is still out there. Right Mercel, old buddy? Yes, like, the enemy of an enemy is a friend? I thought my star trek induced stupor would give my post away, but Mav hasn't yet had the pleasure of meeting me. ;D Hell, I thought Mav was trolling ME. Next week in AAPL. All the news is good. How long the spring stays coiled is anyone's guess. Early January is a more predictable time for stock climbing, at least in AAPL's case. (I looked at stock history for 2011- 2012, but Gregg does this more than anyone, I think)
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Post by Deleted on Dec 22, 2013 8:45:27 GMT -8
Mav, Mercel is a pain in the butt but someone has to put up with his rants. His therapist says I am mature enough to handle him. Tough job but someone has to do it. And how can there be too many Star Trek references? Yes, there can. And I wouldn't trust a therapist who would have me as a patient, or something like that? ;D
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Post by Red Shirted Ensign on Dec 22, 2013 8:47:02 GMT -8
Pleasure of meeting you?
Well...o.k
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Post by Deleted on Dec 22, 2013 8:49:40 GMT -8
Pleasure of meeting you? Well...o.k lol -- see, my subtlety isn't lost on you 100% of the time...
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Post by sponge on Dec 22, 2013 8:52:48 GMT -8
For the record I am starting to form the opinion that CM deal will come after earnings.
Why you ask?
Their 4G which they are promoting is only 4 days old. It needs more time.
Their CEO told the media for customers to remain patient and one must always wait for good things. I don't think he was referring to a few more days.
The promotion of iPhones on those sites is simply a way to keep their masses from leaving to other carriers. I think Apple will sell CM phones without an official all out deal. It is a compromise but one where Apple does not guarantee a quantity but provides some phones before the all out blitz.
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Post by Red Shirted Ensign on Dec 22, 2013 8:56:07 GMT -8
Simple Saturday afternoon Apple Store report. Too crowded. I couldn't get in. Probably a ten minute line outside. Somebody had cookies...
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Post by Deleted on Dec 22, 2013 8:56:21 GMT -8
Check out this Santa (aka Reseller). He wasn't the only one either.
Edit: Removed pic. I saw a name on the bag, so in order to protect the innocent...
The visual was that of a customer/reseller buying in excess of 100 iPhones (maybe more).
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Post by Deleted on Dec 22, 2013 8:59:06 GMT -8
Simple Saturday afternoon Apple Store report. Too crowded. I couldn't get in. Probably a ten minute line outside. Somebody had cookies... Really? Mine had ample room to maneuver but sales were very brisk (iPad THE popular product this year). Then again, my Apple store is bigger than yours, by 30%?
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Post by Red Shirted Ensign on Dec 22, 2013 9:02:26 GMT -8
Simple Saturday afternoon Apple Store report. Too crowded. I couldn't get in. Probably a ten minute line outside. Somebody had cookies... Really? Mine had ample room to maneuver but sales were very brisk (iPad THE popular product this year). Then again, my Apple store is bigger than yours, by 30%? Yes, yes We all know everything about you is bigger. My store is very small by Apple standards and has a huge number of university folks. They try to monitor the crowd movement so it doesn't get to be a slog inside
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Post by Deleted on Dec 22, 2013 9:10:07 GMT -8
Really? Mine had ample room to maneuver but sales were very brisk (iPad THE popular product this year). Then again, my Apple store is bigger than yours, by 30%? Yes, yes We all know everything about you is bigger. My store is very small by Apple standards and has a huge number of university folks. They try to monitor the crowd movement so it doesn't get to be a slog inside Is crowd control a strategy to minimize theft by some using Apple's instant check out? Curiously, I wasn't able to check out myself yesterday for an iPad cover -- first time failure (the staff said it was a new item and the UPC might be to blame).
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Post by Deleted on Dec 22, 2013 9:26:07 GMT -8
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Mav
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Post by Mav on Dec 22, 2013 11:39:01 GMT -8
People still buy CDs?
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Post by lovemyipad on Dec 22, 2013 12:24:27 GMT -8
Heads up! Proboards is "upgrading" our forum software in the next few weeks. It will look like this: AFB2 Temporary BetaZone copyIt looked functional to me, so this shouldn't be the clusterf*ck we experienced at AFB1.
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Post by rob_london on Dec 22, 2013 12:34:35 GMT -8
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Post by Deleted on Dec 22, 2013 13:08:15 GMT -8
TC has intimated big doings in 2014 on several occasions. I don't know what they will be, and don't care. History tells us that Apple/AAPL will benefit greatly from these, and that's all I care about. I believe TC's comments.
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Mav
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Post by Mav on Dec 22, 2013 13:12:42 GMT -8
Proboards v5 IS different, but hey, that's forum changes for you.
Unlike AFB, this change wasn't optional. ;D
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Post by jmolloy on Dec 22, 2013 13:24:44 GMT -8
Asymco just posted this... From The Incredibles (2004)... Samsung currently going through all the PIXAR back catalogue - about to release those floating fat people chairs from WALL•E...
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