Deleted
Deleted Member
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Post by Deleted on Oct 2, 2012 0:22:59 GMT -8
Green today?
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Post by phoebear611 on Oct 2, 2012 2:49:54 GMT -8
Chatter this morning that aapl will roll out an aggressive ad campaign for iPad mini along the lines of the PC Mac campaign taking a couple shots at the comp -- again, we'll see AND
Rumor is also that Apple is aggressively trying to close a deal with Sony to update music streaming service for launch of mini
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ncgo4
New Poster
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Post by ncgo4 on Oct 2, 2012 3:26:48 GMT -8
If PED is correct about Oct 10 iPad Mini invite, the timing gets interesting. Assuming an Oct 10th invite and an October 17, announcement that means a week before the financial call everyone is fully aware of Apple's newest product. Ths means guidance will include Apple's best guess for the iPhone 5, the iPad AND the iPad Mini (plus anything else they announce). Guidance, even with Apple's usual sandbagging, could be a shocking number. We could get a $9.50 quarter and a $19.00 guidance. This may be the one time to be fully loaded on the news not the rumor. Just sayin'!
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Post by Big Al on Oct 2, 2012 3:37:45 GMT -8
If PED is correct about Oct 10 iPad Mini invite, the timing gets interesting. Assuming an Oct 10th invite and an October 17, announcement that means a week before the financial call everyone is fully aware of Apple's newest product. Ths means guidance will include Apple's best guess for the iPhone 5, the iPad AND the iPad Mini (plus anything else they announce). Guidance, even with Apple's usual sandbagging, could be a shocking number. We could get a $9.50 quarter and a $19.00 guidance. This may be the one time to be fully loaded on the news not the rumor. Just sayin'! $19 guidance?!? I may be a pessimist, but Apple will definitely not guide that high. I just cannot imagine any scenario in which they could guide that high. Even if they would come up with the TV this year...
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Post by phoebear611 on Oct 2, 2012 3:38:12 GMT -8
In the earnings call TC will probably say something about iMap -- wonder how he will handle it because if he wasn't aware, that's not good -- and if he knew how bad it was and released it, that's not good either -- he needs to find a way of delivering the message that he DOES have a handle on it all. All else that he will say will hopefully be very positive with iPhone 5 and iPad mini, etc. -- maybe even throw us a bone on how China Mobile may be coming along and use words like "promising discussions" or something like that. But for now....let's get through the day....one day at a time.
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macorange
Member
My actual dog is cuter.
Posts: 60
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Post by macorange on Oct 2, 2012 4:04:31 GMT -8
$19 would be about an equivalent hike over Q1 2012 guidance, that Q1 2012 guidance was over Q1 2011 guidance.
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Post by Rupert on Oct 2, 2012 4:55:11 GMT -8
Resistance/Support Tuesday 10/02/2012
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Post by mbeauch on Oct 2, 2012 5:13:12 GMT -8
If PED is correct about Oct 10 iPad Mini invite, the timing gets interesting. Assuming an Oct 10th invite and an October 17, announcement that means a week before the financial call everyone is fully aware of Apple's newest product. Ths means guidance will include Apple's best guess for the iPhone 5, the iPad AND the iPad Mini (plus anything else they announce). Guidance, even with Apple's usual sandbagging, could be a shocking number. We could get a $9.50 quarter and a $19.00 guidance. This may be the one time to be fully loaded on the news not the rumor. Just sayin'! $19 guidance?!? I may be a pessimist, but Apple will definitely not guide that high. I just cannot imagine any scenario in which they could guide that high. Even if they would come up with the TV this year... lol, here I was thinking Apple might get as high as $13, and here comes this, wow, $19 is never gonna happen.
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Post by Red Shirted Ensign on Oct 2, 2012 5:24:39 GMT -8
We are in the middle of the EO's periodic slingshot game. There is nothing wrong with the Apple story, and the unfolding of events over the next three weeks does not give them much time to shake the bloody flag and scare the weak hands out of their shares. When time is tight, they must get to work, and work fast! So, they are dragging us up in the morning,then...blam...down we go, stops are triggered, a retail margin call or two is issued, Nate gets freaked out , step by step by step we bleed down to the 50 day SMA. Cheap shares are acquired.... But time is running out. If the October 10 announcement is the real deal, there will soon be a total change in focus toward new product lines, reminding everyone of those millions of iPhone sales happening around the world, and the earnings they will be generating this quarter and next. So the slingshot must be loaded up soon cause it is going to let loose. It's a WTF sale. Enjoy it to the best of your ability.....
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Post by Plato on Oct 2, 2012 5:28:03 GMT -8
If TC guides $19, WS will question his sanity lol
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Post by mstefa on Oct 2, 2012 5:58:11 GMT -8
Does anyone know how is Google monetizing maps, and what kind of money stream apple can expect from this. To me, this is more significant than any hardware you can invent. It's free money from hundreds of millions of users. Google pays apple for default search, but maps?
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Post by mtjs on Oct 2, 2012 6:00:04 GMT -8
Chatter this morning that aapl will roll out an aggressive ad campaign for iPad mini along the lines of the PC Mac campaign taking a couple shots at the comp -- again, we'll see AND Rumor is also that Apple is aggressively trying to close a deal with Sony to update music streaming service for launch of mini I don't see an ipad mini coming. EVER. This would clutter the choice and apple is against that. Confused buyers are non buyers. At what price-point would it start? There would be too much overlapping. What screen resolution would it have? The stretched iphone5, but lesser dpi? The current ipad but higher dpi? If they go for yet another resolution they are going the android way. The only iPad mini it the Chinese mock up you can buy for $10. It even has a dummy lightning connector. An ipad mini would be great short term, (I would LOVE it stock wise) but it would also mean that apple is loosing focus and stopped creating the best products it can create, but creating anything the market will buy. Longer term that would be bad.
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Post by mtjs on Oct 2, 2012 6:05:41 GMT -8
Does anyone know how is Google monetizing maps, and what kind of money stream apple can expect from this. To me, this is more significant than any hardware you can invent. It's free money from hundreds of millions of users. Google pays apple for default search, but maps? They sell it to businesses @ $10.000 a year for internal usages. For that you can do 100.000 request per day and you can use the results as you want, you don't have to show a map on a site (as required in the free api, which also only allows 1000 queries a day) I've implemented both openstreetmaps and the Google maps API and I can say that Google rocks big time and had a HUGE lead on any other mapping service both in speed, data accuracy and api implementation. It is public knowledge that Nokia is selling maps to the lowest bidders but I don't believe they have the same amount of data and accuracy as the Google maps which probable just don't spit every maps client they get in the news.
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Post by Tetrachloride on Oct 2, 2012 6:08:30 GMT -8
Very spiky this morning. LOD = 658.5. currently 659.xx
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Post by Tetrachloride on Oct 2, 2012 6:27:52 GMT -8
664-666. interesting jump.
Although I'm in the iPad Mini camp, the rumor mill seems weak.
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Post by adamthompson32 on Oct 2, 2012 6:29:02 GMT -8
Chatter this morning that aapl will roll out an aggressive ad campaign for iPad mini along the lines of the PC Mac campaign taking a couple shots at the comp -- again, we'll see AND Rumor is also that Apple is aggressively trying to close a deal with Sony to update music streaming service for launch of mini I don't see an ipad mini coming. EVER. This would clutter the choice and apple is against that. Confused buyers are non buyers. At what price-point would it start? There would be too much overlapping. What screen resolution would it have? The stretched iphone5, but lesser dpi? The current ipad but higher dpi? If they go for yet another resolution they are going the android way. The only iPad mini it the Chinese mock up you can buy for $10. It even has a dummy lightning connector. An ipad mini would be great short term, (I would LOVE it stock wise) but it would also mean that apple is loosing focus and stopped creating the best products it can create, but creating anything the market will buy. Longer term that would be bad. If you don't see it, your eyes are closed and you're hiding under a rock. It's coming and it's exactly the aggressive, proactive death blow Apple should deliver in the touch computing market. I have no idea where all the concern over "price point overlap" came from but it's completely irrelevant. One thing (price) has nothing to do with the other (product offering). Sure, the product needs to be differentiated just like any other product but that isn't hard to do. It has a different screen size. Who knows what other differences it will have? But in this space, screen size is pretty clearly one of the most, if not the most, important variables. iPad Mini is absolutely coming and it's not going to confuse anything or anyone...It will completely crush all competition in touch computing, though, and that's exactly what Apple should do here. Perhaps some of the "iPad Mini isn't coming" sentiment stems from the fact that SJ said a smaller tablet would be too small. Well, I laughed out loud when SJ said that. iPhone works fine. iPod Touch works fine. Sure, iPad Mini might not run every regular iPad app as well as the regular iPad but so what. Other apps will be fine for the smaller screen. SJ said what he should have said at the time and I am pretty damn certain Apple already had advanced designs of smaller iPads when he said it. That's called good business. Now, launching the iPad Mini to crush the potential competition is called great business. And it's exactly what Apple is going to do. It's a no-brainer at this point. I also see it exactly the opposite as you in terms of stock impact. I think the impact will be small in the near term but will be huge in the long term as I believe there is a chance it sells more than the regular iPad, which I expect to continue to grow substantially even after iPad Mini.
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Post by dreamRaj on Oct 2, 2012 6:56:26 GMT -8
I don't see an ipad mini coming. EVER. This would clutter the choice and apple is against that. Confused buyers are non buyers. At what price-point would it start? There would be too much overlapping. What screen resolution would it have? The stretched iphone5, but lesser dpi? The current ipad but higher dpi? If they go for yet another resolution they are going the android way. The only iPad mini it the Chinese mock up you can buy for $10. It even has a dummy lightning connector. An ipad mini would be great short term, (I would LOVE it stock wise) but it would also mean that apple is loosing focus and stopped creating the best products it can create, but creating anything the market will buy. Longer term that would be bad. If you don't see it, your eyes are closed and you're hiding under a rock. It's coming and it's exactly the aggressive, proactive death blow Apple should deliver in the touch computing market. I have no idea where all the concern over "price point overlap" came from but it's completely irrelevant. One thing (price) has nothing to do with the other (product offering). Sure, the product needs to be differentiated just like any other product but that isn't hard to do. It has a different screen size. Who knows what other differences it will have? But in this space, screen size is pretty clearly one of the most, if not the most, important variables. iPad Mini is absolutely coming and it's not going to confuse anything or anyone...It will completely crush all competition in touch computing, though, and that's exactly what Apple should do here. Perhaps some of the "iPad Mini isn't coming" sentiment stems from the fact that SJ said a smaller tablet would be too small. Well, I laughed out loud when SJ said that. iPhone works fine. iPod Touch works fine. Sure, iPad Mini might not run every regular iPad app as well as the regular iPad but so what. Other apps will be fine for the smaller screen. SJ said what he should have said at the time and I am pretty damn certain Apple already had advanced designs of smaller iPads when he said it. That's called good business. Now, launching the iPad Mini to crush the potential competition is called great business. And it's exactly what Apple is going to do. It's a no-brainer at this point. I also see it exactly the opposite as you in terms of stock impact. I think the impact will be small in the near term but will be huge in the long term as I believe there is a chance it sells more than the regular iPad, which I expect to continue to grow substantially even after iPad Mini. Adam - you're right. This so-called dilemma about the ipad mini pricing is rather irrelevant. If the iPod Touch 32 GB goes for $299, the iPad mini can be priced at 279 for 16 GB and 379 for 32 GB. Heck, even an 8GB for 179.
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Post by Plato on Oct 2, 2012 7:01:07 GMT -8
I agree with adam on the iPad mini discussion. The iPod comes in several different versions and it didn't clutter the choice nor did it confuse anybody. The consumers know what they want and what kind of iPod or iPad fits their needs best.
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Post by theirishguy on Oct 2, 2012 7:06:26 GMT -8
Sterne Agee analyst Shaw Wu has released his supply chain update for the Apple Inc. (NASDAQ: AAPL) iPhone 5 after concerns with its new Maps app. His take is that it seems demand has continued to be as robust as ever, and he said that demand is unfazed. Mr. Wu said: Despite well-publicized concerns with its new Maps app, we have not picked up changes in supply chain build plans. Demand appears robust with its online store quoting a lead time of 3-4 weeks. In addition, we are seeing improving yields on in-cell touchscreens meaning it is becoming less of a constraint. Instead, what appears to be limiting production is assembly of the iPhone 5 itself as it is not easy to build. We view these as short-term issues and continue to see a powerful product cycle. There were other positive issues as well. Wu talked up improving yields and wider component availability. Despite the bottleneck being the construction of the phone itself, Wu sees 27 million iPhones in the September quarter and 46.5 million units through December … with room for upside. Wu also sees the maps situation getting better. Stern Agee has maintained a Buy rating with an $840 price target, based on a 12-times 2013 earnings plus the net cash of the company. from 24/7Wallstreet: tinyurl.com/9z64lsf
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Post by theirishguy on Oct 2, 2012 7:08:31 GMT -8
Topeka Capital Market‘s Brian White today is among those trumpeting strong numbers for Apple‘s (AAPL) iPhone sales following two weeks of retail sales and pre-orders for the newest model, the iPhone 5. White, who has a Buy rating on Apple shares and a $1,111 price target, writes that “October has been the strongest month of the year for Apple’s stock,” and he thinks the 2 million units pre-ordered for the iPhone 5 two weeks ago presage a strong December quarter. Looking back over the past nine years (i.e., 2003 through 2011), October has proven to be the best month of the year to own Apple’s stock. This is no minor statement, as Apple has generally delivered healthy stock performance over this period. Over the past nine Octobers, the stock has risen by an average of 10% MoM and had only one down October (i.e., in 2008). In fact, no other month has experienced a higher number of up years compared to October. Taking into consideration the October seasonality, the attractive valuation (10.7x ex-cash), the overwhelming demand for the iPhone 5, the growing cash payout potential and other new opportunities on the horizon such as the iPad Mini; we continue to believe it will be difficult for investors to justify not being overweight the stock through the holiday season and into 2013. from barrons: tinyurl.com/92ns6u3
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Post by theirishguy on Oct 2, 2012 7:10:27 GMT -8
AAPL to Benefit from Holiday PC Slump, Says MizuhoLamba cut his 2012 and 2013 PC shipment forecast from a drop of 1% this year to a drop of 2%, and from growth of 7% next year to growth of just 2%. But production is going full-tilt for Apple (AAPL), Lamba writes, which bodes well for a very large number of iPhone sales in the current quarter, he thinks: A clear path exists for Apple to deliver 50M+ iPhones in the December quarter. Our checks with Apple’s suppliers indicated that bottlenecks in the in-cell display production are being resolved as planned. The industry should be able to produce enough displays to manufacture over 35M iPhone 5s during the quarter. Additionally, our conversations indicated that demand for iPhone 4 and 4S remains relatively strong in certain markets due to price reductions. As such, the company should be able to sell ~15M older generation phones. We expect upside to our estimates of 25M and 46M iPhones for the Sep and Dec quarters and our reiterate Buy rating on Apple. from barrons: tinyurl.com/8gjnfb9
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Post by Grover on Oct 2, 2012 7:10:52 GMT -8
aaplfinance.proboards.com/index.cgi?action=gotopost&board=intradayupdates&thread=71&post=4122Posting a link from a message on yesterday's thread about the sales ban. (not sure this is the way to go about this) I agree Judge Koh is signaling that by dropping the sales ban on the tablet, she will be adding an amount for willful damages pursuant to the jury's findings. It would have been terribly inconsistent to uphold the sales ban contrary to the jury's findings and then add an amount for willful. Appellate courts generally defer to jury decisions under our system, which is why Samesung will have great difficulty getting the verdict overturned. Their lawyers are buying them time, that is all. The question is how much will damages be increased? And, will sales bans be issued for the other products and the new Samesung phone? Consistent with dropping the ban on the tablet would be and order to issue it for products similar to or that use the same patents at those the jury found in violation of Apple's IP.
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bud777
fire starter
Posts: 1,352
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Post by bud777 on Oct 2, 2012 7:44:47 GMT -8
Does anyone have a suggestion for a good news aggregator for Apple? I have been using Google Finance and Finviz, but neither of them seems to draw from sources that have much to offer. Google seems to favor Valuewalk which is barely English and Finviz is all Mötley Fool and WSJ. There MUST be a better source than this. any suggestions?
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Post by PikesPique on Oct 2, 2012 7:49:52 GMT -8
Does anyone have a suggestion for a good news aggregator for Apple? I have been using Google Finance and Finviz, but neither of them seems to draw from sources that have much to offer. Google seems to favor Valuewalk which is barely English and Finviz is all Mötley Fool and WSJ. There MUST be a better source than this. any suggestions? You could try Apple Investor News: www.techinvestornews.com/Apple
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Post by fas550 on Oct 2, 2012 7:51:04 GMT -8
Does anyone have a suggestion for a good news aggregator for Apple? I have been using Google Finance and Finviz, but neither of them seems to draw from sources that have much to offer. Google seems to favor Valuewalk which is barely English and Finviz is all Mötley Fool and WSJ. There MUST be a better source than this. any suggestions? If you are open to an App (I am not sure they have a site) then Zite is very good. It aggregates stories/articles on the definition you choose therefore it can get to a very fine resolution if you desire or it can be as broad as "Apple"
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jz
Member
"Study the natural order of things and work with it rather than against it." -- Lao Tsu
Posts: 162
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Post by jz on Oct 2, 2012 7:54:14 GMT -8
I am not an experienced chart guy, but I was just looking at a one-month AAPL chart and it seems to me that even an inexperienced eye can discern a very clear head and shoulders pattern...
Can one of our chart gurus elaborate on what that could mean in the short, medium and long terms going forward?
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Post by fas550 on Oct 2, 2012 7:59:37 GMT -8
Does anyone have a suggestion for a good news aggregator for Apple? I have been using Google Finance and Finviz, but neither of them seems to draw from sources that have much to offer. Google seems to favor Valuewalk which is barely English and Finviz is all Mötley Fool and WSJ. There MUST be a better source than this. any suggestions? If you are open to an App (I am not sure they have a site) then Zite is very good. It aggregates stories/articles on the definition you choose therefore it can get to a very fine resolution if you desire or it can be as broad as "Apple" You could also use apps Flipboard, Pulse or if you have a Google account set up a news search for the search term or you choosing.
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Post by phoebear611 on Oct 2, 2012 8:07:53 GMT -8
FYI: Over 15,000 Oct 660 puts have traded on the weeklies already today
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Post by terps530 on Oct 2, 2012 8:10:00 GMT -8
I am not an experienced chart guy, but I was just looking at a one-month AAPL chart and it seems to me that even an inexperienced eye can discern a very clear head and shoulders pattern... Can one of our chart gurus elaborate on what that could mean in the short, medium and long terms going forward? i noticed that too, or also that the 656ish level held last month, which seems to be what is holding us up now? would the peak on the 9/27 be considered the right shoulder, or has the right shoulder not formed yet? i started reading a beginner charting book over the past two weeks, but i always feel like charts can be interpreted however you want to interpret them. off to the chart thread to learn more!
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jz
Member
"Study the natural order of things and work with it rather than against it." -- Lao Tsu
Posts: 162
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Post by jz on Oct 2, 2012 8:10:17 GMT -8
If you are open to an App (I am not sure they have a site) then Zite is very good. It aggregates stories/articles on the definition you choose therefore it can get to a very fine resolution if you desire or it can be as broad as "Apple" You could also use apps Flipboard, Pulse or if you have a Google account set up a news search for the search term or you choosing. Here's where I go for AAPL News aggregation: www.techinvestornews.com/Apple
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