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Post by archibaldtuttle on Jan 3, 2014 18:05:03 GMT -8
I've never done this before, but....
THE BAR IS OPEN! ;D
(did I do it right...?)
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Post by artman1033 on Jan 3, 2014 18:42:44 GMT -8
I'll take a double,
And a double for my friend Harvey with me.
Harvey and I sit in the bars... have a drink or two... play the juke box. And soon the faces of all the other people they turn toward mine and they smile. And they're saying, "We don't know your name, mister, but you're a very nice fella." Harvey and I warm ourselves in all these golden moments. We've entered as strangers - soon we have friends. And they come over... and they sit with us... and they drink with us... and they talk to us. They tell about the big terrible things they've done and the big wonderful things they'll do. Their hopes, and their regrets, and their loves, and their hates. All very large, because nobody ever brings anything small into a bar. And then I introduce them to Harvey... and he's bigger and grander than anything they offer me. And when they leave, they leave impressed. The same people seldom come back; but that's envy, my dear. There's a little bit of envy in the best of us.
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Post by gtrplyr on Jan 3, 2014 18:43:12 GMT -8
Let's see who is left after the management finishes handing out detention ; )
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Post by macwire on Jan 3, 2014 19:01:09 GMT -8
I'm a 3rd of a way through a bottle of JW Gold Label which I consider my favorite scotch.
Hope you all are drinking something as delicious.
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Post by artman1033 on Jan 3, 2014 19:01:29 GMT -8
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Post by Lstream on Jan 3, 2014 19:41:55 GMT -8
I'm a 3rd of a way through a bottle of JW Gold Label which I consider my favorite scotch. Hope you all are drinking something as delicious. Try Highland Park 18. Amazing value considering the quality.
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Post by appledoc on Jan 3, 2014 19:51:18 GMT -8
Let's see who is left after the management finishes handing out detention ; ) Won't even be the biggest contributor. AAPL continuing to drag will help clear this place out like it always does.
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Post by Red Shirted Ensign on Jan 3, 2014 20:07:39 GMT -8
I'm here till the bitter end,
Heck, I remember the horror we felt at 315
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Post by lovemyipad on Jan 3, 2014 20:16:50 GMT -8
I've never done this before, but.... THE BAR IS OPEN! ;D (did I do it right...?) Thank you!!! My little sister is visiting and showed up right after my last AFB post, so I didn't get around to opening the bar!!
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Post by Red Shirted Ensign on Jan 3, 2014 20:28:57 GMT -8
I've never done this before, but.... THE BAR IS OPEN! ;D (did I do it right...?) Thank you!!! My little sister is visiting and showed up right after my last AFB post, so I didn't get around to opening the bar!! Invite her to join us but watch Mercel.....
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Deleted
Deleted Member
Posts: 0
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Post by Deleted on Jan 3, 2014 20:54:10 GMT -8
Apple and Samsung are due to submit a settlement proposal to Judge Koh on Jan 8th (Wednesday).
Reports out of Korea confirm that both companies are again in talks over a settlement, with both companies softening their positions a little.
At this point I think both companies would prefer a settlement (whereas as recently as 6 months ago Samsung was probably still feeling invincible).
In the near term, a Samsung settlement could very well bring more net income to Apple than China mobile does. (300 million Samsung android devices a year at $10-$20 royalty per unit would essentially be $3-$6 billion in pure profits.)
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benoir
fire starter
*
Posts: 1,318
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Post by benoir on Jan 4, 2014 1:15:07 GMT -8
I'm a 3rd of a way through a bottle of JW Gold Label which I consider my favorite scotch. Hope you all are drinking something as delicious. Try Highland Park 18. Amazing value considering the quality. Nope…. can't go past Laphroaig Quater Cask.
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Post by appleaddict on Jan 4, 2014 5:22:38 GMT -8
I've never done this before, but.... THE BAR IS OPEN! ;D (did I do it right...?) Looks like you did the math right on the stock price. A few Manhattans eased the pain for me.
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Post by appledoc on Jan 4, 2014 5:50:48 GMT -8
Poll time.
Would you be happier if AAPL was the only stock you were invested in and...
1. AAPL ended 2014 in the green, and you made X money.
or
2. AAPL ended 2014 flat to negative, but you made 2X money trading it.
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Post by zzmac on Jan 4, 2014 6:34:01 GMT -8
From Time magazine Jan. 03, 2014.........
Technology & Media
The 6 Most Important Tech Bombshells Coming This year
Mobile devices will drive tech growth worldwide as privacy concerns mount
#1 (on the list)
Apple will sell more than 30 million iPhones on China Mobile, at the high-end of Wall Street expectations. It’s hard to overstate what a coup Apple’s recently announced pact with China Mobile to sell the iPhone is for CEO Tim Cook. Without question, this is the biggest business deal of Cook’s two-and-a-half year tenure, and the consummation of years of negotiations overseen by his late mentor, Apple co-founder Steve Jobs. China Mobile is the world’s largest wireless carrier with 760 million subscribers.
After years of meteoric gains fueled by category-busting product launches like the iPod, iPhone and iPad, Apple’s revenue growth has slowed. Apple’s stock price was essentially flat for 2013, although the shares soared 33% in the second half of the year, reversing steep losses in the first six months. Some Apple analysts and shareholders have expressed concern about Apple’s vaunted innovation machine, but those fears are overblown. The latest iPhone and iPad models are huge hits, and Apple will soon report the highest quarterly sales in the company’s 30-year history. New international markets will help re-accelerate Apple’s growth — and there’s no bigger emerging consumer technology market than China.
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Post by firestorm on Jan 4, 2014 9:03:09 GMT -8
Apple could really grow if someone could promote inter-galactic sales; you would seem to be a natural, Red Shirted Ensign.
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Post by Red Shirted Ensign on Jan 4, 2014 9:29:58 GMT -8
Apple could really grow if someone could promote inter-galactic sales; you would seem to be a natural, Red Shirted Ensign. Well, do you really want to deal with these guys over antennagate? The Ferenghi won't pay for the service....and don't even ask me about selling to Romulans.
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Post by Red Shirted Ensign on Jan 4, 2014 9:45:27 GMT -8
So what do we know today? Apple the company just closed out what everyone ( even Time magazine) believes is a record revenue quarter. We know no product other then the Mac Pro was supply constrained anywhere in the world. We know the 5s came roaring out of the blocks last quarter (9 million first weekend) so no reason to think the product did not maintain its allure for the following twelve weeks. We know the IPad Air impressed virtually all who held it and the iPad Mini Retina met anyone's expectations. We know Christmas shopping overall was fine, not a blowout but lots of late season buying...lots of gift cards... We know Apple stores were busy all season. So, busy stores, popular products, big on-line sales season, products in adequate supply. We can surmise that Apple had no material production constraints, so GM should be o.k. On that front. We know that the 5s and 5c are known form factors, which should help GM too. We know DoCoMo came on board and sold a ton of phones. In fact, all Japanese carriers sold a ton of phones. The various iPhone iterations were the top nine or ten best selling phones in japan for October and November. We know Samsung is reeling a bit....we know HTC, Blackberry, LG are reeling a lot. Nokia is still retooling. We know China mobile will begin to sell iPhones in two weeks through a mammoth retail network. With no supply issues in the rest of the world we can surmise that iPhone production of CM has been running full bore for weeks, if not months.....producing millions of phones moving into CM inventories... We know there will be new products and according to Tim new product categories in 2014. And we know APPL dropped like a rock Friday..... One of these things is not like the other.......
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,426
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Post by chinacat on Jan 4, 2014 10:10:26 GMT -8
Brian White does a nice job taking a reasonable view of "Apple 2014" on the video linked to in PED's column today (assume most of you have that link). Unfortunately, it does require listening to the Bloomberg dunderheads.
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JDSoCal
Member
Aspiring oligarch
Posts: 4,182
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Post by JDSoCal on Jan 4, 2014 12:15:25 GMT -8
Apple could really grow if someone could promote inter-galactic sales; you would seem to be a natural, Red Shirted Ensign. Well, do you really want to deal with these guys over antennagate? The Ferenghi won't pay for the service....and don't even ask me about selling to Romulans. Uh, but I thought capitalism and money were eliminated in the Star Trek universe? The Ferenghi were obviously meant to parody capitalists. They paid for all those starships how?!?! The best part is Roddenberry lived in Bel-Air and drove a Rolls Royce. Typical leftist. Those Star Trek commies are the last guys I'd have running a business. Besides Obama and Ballmer, that is. Hey-oooo! OK, my work is done here.
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Post by qualitywte on Jan 4, 2014 12:15:51 GMT -8
I'm puzzled by the lack of reports claiming to know anything about Apple's current quarter performance. Usually, several weeks after new releases, we get lots of FUD claiming supply order reductions, weak sales and the like. Very few reports since the black Friday this year. Anyone else notice this?
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Post by kevinhernandez on Jan 4, 2014 12:22:58 GMT -8
So what do we know today? Apple the company just closed out what everyone ( even Time magazine) believes is a record revenue quarter. We know no product other then the Mac Pro was supply constrained anywhere in the world. We know the 5s came roaring out of the blocks last quarter (9 million first weekend) so no reason to think the product did not maintain its allure for the following twelve weeks. We know the IPad Air impressed virtually all who held it and the iPad Mini Retina met anyone's expectations. We know Christmas shopping overall was fine, not a blowout but lots of late season buying...lots of gift cards... We know Apple stores were busy all season. So, busy stores, popular products, big on-line sales season, products in adequate supply. We can surmise that Apple had no material production constraints, so GM should be o.k. On that front. We know that the 5s and 5c are known form factors, which should help GM too. We know DoCoMo came on board and sold a ton of phones. In fact, all Japanese carriers sold a ton of phones. The various iPhone iterations were the top nine or ten best selling phones in japan for October and November. We know Samsung is reeling a bit....we know HTC, Blackberry, LG are reeling a lot. Nokia is still retooling. We know China mobile will begin to sell iPhones in two weeks through a mammoth retail network. With no supply issues in the rest of the world we can surmise that iPhone production of CM has been running full bore for weeks, if not months.....producing millions of phones moving into CM inventories... We know there will be new products and according to Tim new product categories in 2014. And we know APPL dropped like a rock Friday..... One of these things is not like the other....... Next quarter conservative guidance? This is Apple. Maybe they're thinking that sales of 5s drop off as people wait for larger iPhone (next quarter?)? And that a lot of people (me) will sell my phone (loss of a 5c sale?) Larger infrastructure (5s increased production, new product introductions) investments?
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Post by rob_london on Jan 4, 2014 12:43:57 GMT -8
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Deleted
Deleted Member
Posts: 0
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Post by Deleted on Jan 4, 2014 15:38:51 GMT -8
I'm puzzled by the lack of reports claiming to know anything about Apple's current quarter performance. Usually, several weeks after new releases, we get lots of FUD claiming supply order reductions, weak sales and the like. Very few reports since the black Friday this year. Anyone else notice this? All the news is good, except for the LACK of data points surrounding CM preorders, etc. Still, Friday we sank. Hard. I guess WS is still baking in FY 13 EPS growth rate. /s
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Post by rezonate on Jan 4, 2014 16:58:52 GMT -8
I'm puzzled by the lack of reports claiming to know anything about Apple's current quarter performance. Usually, several weeks after new releases, we get lots of FUD claiming supply order reductions, weak sales and the like. Very few reports since the black Friday this year. Anyone else notice this? All the news is good, except for the LACK of data points surrounding CM preorders, etc. Still, Friday we sank. Hard. I guess WS is still baking in FY 13 EPS growth rate. /s In previous years the Samsung FUD machine was still undetected. Not 100% the culprit of course but probably a contributing factor.
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Post by lovemyipad on Jan 4, 2014 17:14:26 GMT -8
Poll time. Would you be happier if AAPL was the only stock you were invested in and... 1. AAPL ended 2014 in the green, and you made X money. or 2. AAPL ended 2014 flat to negative, but you made 2X money trading it. 3. No preference as long as I ended up green.
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Post by lovemyipad on Jan 4, 2014 17:20:41 GMT -8
Discussion question for you FA types... How much AAPL investor "fear" do you think may have been generated by AT&T CEO Randall Stephenson suggesting his company may want to eventually transition away from the subsidy smartphone model, potentially suggesting conjecture that Apple may be forced to lower the price/margins of the iPhone?
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Post by rutgersguy92 on Jan 4, 2014 17:45:59 GMT -8
I'm here till the bitter end, Heck, I remember the horror we felt at 315 Those were the days, circa June 2011. We took an elevator trip down to 315, and it was a WTF moment, but then made a run into July earnings.
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Post by archibaldtuttle on Jan 4, 2014 17:54:58 GMT -8
I'm so old I remember the aggravation we had when we couldn't break 666.
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Post by rickag on Jan 4, 2014 18:11:52 GMT -8
Discussion question for you FA types... How much AAPL investor "fear" do you think may have been generated by AT&T CEO Randall Stephenson suggesting his company may want to eventually transition away from the subsidy smartphone model, potentially suggesting conjecture that Apple may be forced to lower the price/margins of the iPhone? Personal opinion not based on tangible evidence- not much. The big investors are not playing yet. AAPL I believe has been for a year a show me stock. The big funds want Apple to show increased revenue growth, EPS growth and confirmed market growth for both the iPhone and iPad. NTT Docomo was a step, the big players are waiting to see China Mobile's effect and then comes India and South America. At this time there is no speculative buying on this or any new product categories. There are too many opportunities besides AAPL for the funds to invest in with better stock returns than AAPL. Me, I have faith Apple will address the China Mobile, India and South America markets properly. Even a new product category will have problems moving the needle far on a % basis as Apple's revenues are now so high. A $20 billion/year new category, which is huge, is only about 11% additional revenue. I also think Apple has an outstanding opportunity with iBeacon and mobile payments. This could be their next great disruption that would catch Wall Streets attention.
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