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Post by lovemyipad on Mar 28, 2014 16:37:53 GMT -8
The bar is open...
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Post by phoebear611 on Mar 28, 2014 16:43:43 GMT -8
Been quiet all day.
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Deleted
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Post by Deleted on Mar 28, 2014 18:22:31 GMT -8
If I thought for one nano second that iPhone 6 wasn't going larger, I'd be out of this stock completely. It's a lock.
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Post by qualitywte on Mar 28, 2014 19:03:43 GMT -8
I think there will be a larger iPhone. I just hope they continue to serve up a superior phone in the same size category of the iPhone5 as well as expanding the line to serve those who prefer a larger version.
Some criticize the current Apple management for doing things that SJ refused to do. He said people wanted to own their own music so he was against the subscription model. But even Steve was willing to adjust his viewpoint on things. iPad Mini is a good example too.
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icam
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Post by icam on Mar 28, 2014 20:37:17 GMT -8
In my opinion, iPhone 6 will be necessary to maintain the status quo as far as the stock price, dividend, and buy backs are concerned. Any meaningful stock price appreciation is dependent on the delivery of the Timmy Cook promise of "new products and new category's that we're ecstatic about thru the end of 2013 and thru 2014." and how China plays out. 1/4 of the way thru 2014 and Tim hasn't delivered anything....we're still waiting, and China is murky. Personally, I'm still holding, but I'm reminded that the only sure thing with Tim Cook so far is that he disappoints the street at every public meeting and Puts have paid very time he talks. I'm losing confidence in the CEO.
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Mav
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Post by Mav on Mar 28, 2014 23:18:33 GMT -8
If I thought for one nano second that iPhone 6 wasn't going larger, I'd be out of this stock completely. It's a lock. A lot of us would get out of AAPL. It's as certain as an unconfirmed new Apple product can get. Just my WAG of course, but I'd say it's about as certain as LTE for iPhone 5 before Apple introduced iPhone 5.
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Post by phoebear611 on Mar 29, 2014 2:22:01 GMT -8
I think that those who keep saying that Steve would not have done this or that are delusional. I think Steve would have adapted and done many things that we would not think he would do. I agree he wasn't a conformist but the market, technology, and the world was different from his vantage point years ago. I hope AAPL does bring a larger phone....slightly larger. My husband has large hands and would find it easier to use. I've seen this sentiment expressed here and in other places as well. Personally, I like the current size of my iPhone and hope that iPhone 6 comes in this size as well. HOWEVER, there is nothing wrong or blasphemous with "choice." To keep hanging on to "SJ would never have allowed this or that" is simply silly. Too many variables have changed ... we simply don't know what Steve would have done ... and that's what we actually loved about him too. IMHO
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Post by PikesPique on Mar 29, 2014 4:27:39 GMT -8
And, remember Steve often said Apple wasn't "going to do X" or "Y was stupid." Then, a year later Apple would release X and Y.
Did Steve change his mind? Maybe. Or he might just have been practicing misdirection.
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Post by qualitywte on Mar 29, 2014 6:25:35 GMT -8
I can also remember some heavy criticism when SJ didn't release the iPad right away after the iPhone. He would not release a product until it was ready. Much like the criticism we hear now about TC. I too am anxious to have new stuff released, but I appreciate that they "get it right" before releasing.
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chinacat
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Post by chinacat on Mar 29, 2014 7:16:39 GMT -8
I can also remember some heavy criticism when SJ didn't release the iPad right away after the iPhone. He would not release a product until it was ready. Much like the criticism we hear now about TC. I too am anxious to have new stuff released, but I appreciate that they "get it right" before releasing. Along those lines, Rocco Pendola, who justifiably has received considerable flak here over the past year or so (yes, I'm looking at you, JD) posted a column, How Apple Could Become America's Most Hated Company. He contrasts recent acquisitions by Facebook and Google, which seem to be about buying customers as much as anything else, with the more focused buys by Apple to acquire technology and expertise to assist future product development. Sucking in customers to support secondary business objectives is the tactic of the others; delighting customers to build loyalty is the point for Apple. Worth a read.
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Post by mace on Mar 29, 2014 7:52:52 GMT -8
It doesn't make sense to do away with the 4" display so fast. Probably in addition to 6C and 6S.
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Post by rickag on Mar 29, 2014 8:01:58 GMT -8
chinacat
Thanks for the link. Who would have thought Rocco would write this? Not me.
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Post by mace on Mar 29, 2014 13:05:44 GMT -8
chinacat Thanks for the link. Who would have thought Rocco would write this? Not me. That is the difference between having a vision and M&A style aka WB' (GM, GE) conglomerate.
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Post by Red Shirted Ensign on Mar 29, 2014 14:11:57 GMT -8
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Post by redinaustin on Mar 29, 2014 14:52:16 GMT -8
Brilliant use!
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bud777
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Post by bud777 on Mar 29, 2014 16:06:23 GMT -8
Sometimes I think that the best guide to the future direction of Apple and it's innovation is to study the 40 year old history of Xerox Parc. When Jobs made is famous visit and saw the Star with its GUI and mouse, there were other innovations as well. in my mind, the real visionary has always been Alan Kay.
When Xerox gave Smalltalk to the world, I remember reading about Alan's vision of a tablet. Not that different from an iPad and he was using it. They were using badges that worked like iBeacon so when you entered a conference room, the computers reconfigured with your files automatically. Ethernet, OOP, Automatic incremental backup alas Time Machine, all these were working and being used.
Sometimes I wonder how much of Apples success has just been in manufacturing and marketing. The same holds for software. OS X is at its heart a variant of UNIX. Neither IOS or the MAC OS approach the pre-emptive processing power of QNX.
I don't mean for any of this to disparage Apple. They have changed the face of computing for the better. But I think that looking forward, innovation means more than new sizes or putting something on your wrist. The true innovation, at the level of what happened 40 years ago, is out there. It will happen. And I believe it will come from Cupertino.
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mark
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Post by mark on Mar 29, 2014 16:41:17 GMT -8
Yes, there will be a new iPhone ... there always is. And yes, it will be larger, that's almost a given. The question is, will there be a 4 inch offering remaining ... I think yes, it just fits too perfectly in the hand allowing the thumb full reach across the screen, and many have gotten so used to that. I also think that the odds are that there will be ONE large size iPhone, not two large sizes as many are suggesting.
But that is not nearly as interesting to me as the "new category(ies)". The new iPhone will be a huge seller as usual, and it will keep revenue as steady as possible, maybe even provide a little growth, but it is mostly the new category(ies) that will grow the business, and that is the most interesting thing to me.
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Post by artman1033 on Mar 29, 2014 18:01:58 GMT -8
While Cook will be pleased to see Microsoft’s powerful software finally made available to millions of iPad users (who’ll need to be running iOS 7 or above to get it working), he also knows it could be a big money spinner for the Cupertino company, as – in accordance with Apple’s iOS store terms of service – it’ll be taking a hefty 30 percent cut of every in-app subscription sale made. Of course, if a user chooses to buy a subscription direct from Microsoft’s website, or for less from Amazon, Apple won’t see any extra revenue. Read more: www.digitaltrends.com/mobile/tim-cook-welcomes-office-for-ipad/#ixzz2xPJoyTEP Follow us: @digitaltrends on Twitter | digitaltrendsftw on Facebook
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Post by phoebear611 on Mar 29, 2014 19:03:06 GMT -8
Yes, there will be a new iPhone ... there always is. And yes, it will be larger, that's almost a given. The question is, will there be a 4 inch offering remaining ... I think yes, it just fits too perfectly in the hand allowing the thumb full reach across the screen, and many have gotten so used to that. I also think that the odds are that there will be ONE large size iPhone, not two large sizes as many are suggesting. But that is not nearly as interesting to me as the "new category(ies)". The new iPhone will be a huge seller as usual, and it will keep revenue as steady as possible, maybe even provide a little growth, but it is mostly the new category(ies) that will grow the business, and that is the most interesting thing to me. The longer we wait in 2014 for categories, the more anticipation builds...so when Cook delivers (and I expect he will) it had better be better than "good"....it needs to be undeniably "excellent." My worry was his last comment when he was asked about new categories and I believe he said that "most people would consider what is being introduced a new category." I found it worrisome when he said that - it either is or it isn't and there should be NO confusion. I guess we'll see. PS This Wisconsin / Arizona game is a nail biter!
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Post by nagrani on Mar 29, 2014 19:21:16 GMT -8
Here is what I think we get this year
Bigger iPhone - two sizes - no more number scheme (follow suit to iPad) iPad gets fingerprint love MacBook Air with retina Healthbook becomes the gateway for new third party health gadgets New product: Apple TV box with App Store for games. I watch
That's it folks.
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Mav
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Post by Mav on Mar 29, 2014 19:23:51 GMT -8
Tim actually said: "So we’re going to stick with our knitting with only doing a few things and doing them great. There will be new categories and we’re working on some great stuff. We’re not ready to talk about it. We’re really working on some really great stuff. I think no one reasonable would say they’re not a new category." m.us.wsj.com/articles/BL-DGB-32697That's as unequivocal as it gets with Apple, IMHO. A new product category or two or three won't drive growth like iPhone 6 + China Mobile will though they might help in the AAPL sentiment department.
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Deleted
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Post by Deleted on Mar 30, 2014 1:19:12 GMT -8
I'm really not sure that iPhone 6 and China mobile will drive any growth...there hasn't been any substantial growth for almost 2 years.
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Post by phoebear611 on Mar 30, 2014 2:13:57 GMT -8
Tim actually said: "So we’re going to stick with our knitting with only doing a few things and doing them great. There will be new categories and we’re working on some great stuff. We’re not ready to talk about it. We’re really working on some really great stuff. I think no one reasonable would say they’re not a new category." m.us.wsj.com/articles/BL-DGB-32697That's as unequivocal as it gets with Apple, IMHO. A new product category or two or three won't drive growth like iPhone 6 + China Mobile will though they might help in the AAPL sentiment department. Sentiment is everything Mav. It's better when you have the numbers to back it up like AAPL does but just look at the market and look at the stocks that have positive sentiment - they are sky-rocketing and most DON'T even have any earnings. The markets want to see validation that innovation and vision are not dead at AAPL...and TC hasn't provided that evidence yet IMHO so the jury is still out. And those of us that have remained loyal and long for years would also like some validation - even Marie Antoinette threw out a few crumbs to the peasants!
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Post by Red Shirted Ensign on Mar 30, 2014 7:21:24 GMT -8
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Deleted
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Post by Deleted on Mar 30, 2014 9:37:40 GMT -8
Tim actually said: "So we’re going to stick with our knitting with only doing a few things and doing them great. There will be new categories and we’re working on some great stuff. We’re not ready to talk about it. We’re really working on some really great stuff. I think no one reasonable would say they’re not a new category." m.us.wsj.com/articles/BL-DGB-32697That's as unequivocal as it gets with Apple, IMHO. A new product category or two or three won't drive growth like iPhone 6 + China Mobile will though they might help in the AAPL sentiment department. Sentiment is everything Mav. It's better when you have the numbers to back it up like AAPL does but just look at the market and look at the stocks that have positive sentiment - they are sky-rocketing and most DON'T even have any earnings. The markets want to see validation that innovation and vision are not dead at AAPL...and TC hasn't provided that evidence yet IMHO so the jury is still out. And those of us that have remained loyal and long for years would also like some validation - even Marie Antoinette threw out a few crumbs to the peasants! We're off from ATH due to lack of institutional interest, which aren't buying the Apple story like they are with Google and Amazon. That's it. I imagine Bezos and Schmidt are in regular conversation extolling the unlimited upside to their respective companies. Apple plays it close to the vest, getting the benefit of the doubt only when it posts boffo gross margin numbers or unit sales. Now that the latter two items are moribund, institutions are buying all the hot air in Google and Amazon, helped by the group think (a money manager can't be wrong if all the other money managers are buying the same thing). Finally, the media LOVES a negative story about a celebrity company like Apple, the Kim Kardashian of tech stocks. I think Apple's management is livid with its valuation and highly motivated to kill the negativity and skepticism. It can do it with a new product category, a larger iPhone, better margins and CM delivering on the promise of 700M subscribers. However, when an institution dismisses Apple as a "fashion company," all of the best reasons for investing in Apple aren't worth diddly. Apple may just be a company we like to purchase products from rather than a company that's in our investment portfolio.
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Deleted
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Post by Deleted on Mar 30, 2014 9:44:39 GMT -8
The Phuket News? Are you catching up on the news from a go-go bar? That's focus! Pics?
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chinacat
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Post by chinacat on Mar 30, 2014 10:31:59 GMT -8
Finally, the media LOVES a negative story about a celebrity company like Apple, the Kim Kardashian of tech stocks. Kim Kardashian???!!!?? Really!?!?! I have read that she was some kind of reality TV show star, but honestly, what has she ever accomplished that comes close to what Apple has done in the past year, never mind the past decade? I know that few here, and almost no one in the press, agree with me, but I still say that if any other company had produced a phone with an A7-like 64-bit architecture, the M7 sensor, and an absolutely secure fingerprint-based security system in 2013, they would have been hailed as the greatest innovator in the industry. Just call me a fan-boy (or fan-codger), I guess.
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Post by artman1033 on Mar 30, 2014 10:33:43 GMT -8
Sentiment is everything Mav. It's better when you have the numbers to back it up like AAPL does but just look at the market and look at the stocks that have positive sentiment - they are sky-rocketing and most DON'T even have any earnings. The markets want to see validation that innovation and vision are not dead at AAPL...and TC hasn't provided that evidence yet IMHO so the jury is still out. And those of us that have remained loyal and long for years would also like some validation - even Marie Antoinette threw out a few crumbs to the peasants! We're off from ATH due to lack of institutional interest, which aren't buying the Apple story like they are with Google and Amazon. That's it. I imagine Bezos and Schmidt are in regular conversation extolling the unlimited upside to their respective companies. Apple plays it close to the vest, getting the benefit of the doubt only when it posts boffo gross margin numbers or unit sales. Now that the latter two items are moribund, institutions are buying all the hot air in Google and Amazon, helped by the group think (a money manager can't be wrong if all the other money managers are buying the same thing). Finally, the media LOVES a negative story about a celebrity company like Apple, the Kim Kardashian of tech stocks. I think Apple's management is livid with its valuation and highly motivated to kill the negativity and skepticism. can do it with a new product category, a larger iPhone, better margins and CM delivering on the promise of 700M subscribers. However, when an institution dismisses Apple as a "fashion company," all of the best reasons for investing in Apple aren't worth diddly. Apple may just be a company we like to purchase products from rather than a company that's in our investment portfolio. I humbly disagree.... I believe the opposite is true. Apple management has never cared about the short term valuation of AAPL
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Deleted
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Post by Deleted on Mar 30, 2014 10:49:54 GMT -8
Finally, the media LOVES a negative story about a celebrity company like Apple, the Kim Kardashian of tech stocks. Kim Kardashian???!!!?? Really!?!?! I have read that she was some kind of reality TV show star, but honestly, what has she ever accomplished that comes close to what Apple has done in the past year, never mind the past decade? I know that few here, and almost no one in the press, agree with me, but I still say that if any other company had produced a phone with an A7-like 64-bit architecture, the M7 sensor, and an absolutely secure fingerprint-based security system in 2013, they would have been hailed as the greatest innovator in the industry. Just call me a fan-boy (or fan-codger), I guess. Kim Kardashian in the sense that she consumes all the media attention, spilling untold digital ink with vacuous and superficial reporting.
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Post by phoebear611 on Mar 30, 2014 11:07:12 GMT -8
Oh dear Lord! Kim Kardashian...she was made famous for the sex tape she did and her mother (the brains in the operation) sold to the media. Such a lovely family. Please do not even compare our PURE fruit company with that white trash. Someday I'll tell you how I really feel about that whole family.
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