Mav
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Post by Mav on Jun 14, 2014 19:23:39 GMT -8
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Post by zzmac on Jun 14, 2014 19:36:09 GMT -8
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benoir
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Post by benoir on Jun 14, 2014 19:46:38 GMT -8
mav quote..- The longer-term “bullish case litmus test” I brought up a little while back – whether AAPL can net reclaim the mega-macro trendline. Yes that AAPL mega-maccro trend line over the last few years was, in the old parlance, about $100 increase over a calendar year. So let's say $15 per year in the new currency. But didn't the P/E erode over this time? So perhaps there is an argument that the pitch of AAPL's mega-macro trend line could have been a little steeper.
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Mav
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Post by Mav on Jun 14, 2014 19:48:30 GMT -8
It's just my tinfoil theory. There are others that are probably better. My point was, for whatever reason it really "captured" AAPL's price action for a long period of time. I tried logarithmic trendlining and it wasn't nearly the same. It's a "return to normalcy" even as revenue, growth rate, multiple, sentiment have varied over those years. And for whatever reason, the trendline made its relevance known recently - as AAPL found some invisible resistance, broke above, bounced off as support (!), and then had a nice move over the trendline until last week. For something imaginary, it sure wanted to prove its existence. Or...something. Hourly chart, 5/28, macro trendline in blue
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benoir
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Post by benoir on Jun 14, 2014 20:19:25 GMT -8
It's just my tinfoil theory. There are others that are probably better. My point was, for whatever reason it really "captured" AAPL's price action for a long period of time. I tried logarithmic trendlining and it wasn't nearly the same. It's a "return to normalcy" ....... I think the point is, as you say, a return to normalcy. As in, it's best, for us buy and hold types for AAPL to settle back in to that nice comfortable groove and a stealthy advance towards a better P/E
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Mav
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Post by Mav on Jun 14, 2014 21:10:17 GMT -8
I'll spare you the blog link, don't worry, since it's past history to us. Gruber's article is a good read. But many of us at AFB knew the score years ago - heck, even _I_ did. From Nov. 2011 on another forum:
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Post by BillH on Jun 14, 2014 22:05:37 GMT -8
I'll spare you the blog link, don't worry, since it's past history to us. Gruber's article is a good read. But many of us at AFB knew the score years ago - heck, even _I_ did. From Nov. 2011 on another forum: +1 other than "Tim may not be a “product guy”, but there’s plenty of that and vision to boot at Apple. The key is not to be the “sales guy”. Since Tim’s an operations guy, I think Apple’s avoided that particular trap." I always shook my head in disbelief whenever I heard Steve recite this nonsense. Having spent most of my career in sales I found it particularly amusing that one of the guys I learned the most from could be so blind to his own PRIMARY skill set. Had he said "used car salesman" I may have agreed but then I've never known any of those to have a real opinion as to whether or not they deserve the stereotype. If we're telling football stories I'll contribute my own. Like JD I was in 9th grade at a parochial (catholic) high school. The coach was a street guy with the colorful language that continually added emphasis to his instruction. He had me slotted as the 3rd string QB and a possible 2nd string HB. A couple of weeks into practice he ran into one of the bigger kids in our class wandering the halls and asked why he wasn't out on the football field followed shortly by now you will be. He came out the next day wearing an ill fitting set of pads and was told he'd be on the defensive side of the ball. Having never played sports he didn't have a clue what to do so the coach promptly showed him how to tackle using a dummy. He says "you got that?" and Jeff says "yes, I got it." The coach then calls out my name and assigns me the task of running at him for the rest of the practice...,and the next one...,and the next one. I went on to a public school the next year in hopes of making the HS hockey team as a sophomore but was the last cut. That team won State that year and my senior year. In Minnesota that's a big deal. The kid I was used as the tackling dummy for ended up an All-American linebacker at Michigan. When I complained about being away from my reps to the coach he looked at me and said, "you know what (insert last name here), you got diarrhea of the mouth." Had I known how valuable it would turn out to be I might not have felt so offended. Okay Phoebes....,maybe you can throw in a few lyrics from "Glory Days" to start the Monday thread.
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Mav
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Post by Mav on Jun 14, 2014 22:43:34 GMT -8
I don't think it to be nonsense.
Salesmanship is a unique skill and Steve was one hell of a salesman. On the other hand, let's be honest - who would you have picked if there was an actual choice for Jobs' successor - Cook or Schiller?
Yes, who knows what Steve "really" meant, but the simple explanation is in Tim Cook's own "making the best, not the most" mantra. Ballmer actually did have operations roles, but he was primarily the "sales guy". And I don't think it's too unfair to say that Ballmer was more about "making the most". If you aren't really getting it done on quality (I mean, Windows), your only other real option is ubiquity.
Being a salesman and being sales-minded AND quality/product/etc.-minded aren't mutually exclusive, not at Apple anyway. But you don't see too much of that harmonious hybrid elsewhere in tech.
So yeah, Steve was oversimplifying but he was pretty much on the mark as relates to Microsoft, his long-standing disdain of their lack of taste molding his attitude towards the company notwithstanding.
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Post by greyfox15 on Jun 15, 2014 3:02:31 GMT -8
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Post by nagrani on Jun 15, 2014 5:27:49 GMT -8
Strategic Media suck up has begun. They all want that advertising sugar from apples new in-house media team.
Click bait isn't as good as a nice contract from apple to keep the ship afloat and attract other clients with apple on board.
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Post by ericinaustin on Jun 15, 2014 5:33:15 GMT -8
[quote author=" JDSoCal" "I went to a tough parochial school, " A tough parochial school? ? Isn't that a bit like military intelligence ? Boom Zing! I'll be here all week.
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Post by BillH on Jun 15, 2014 6:29:57 GMT -8
I don't think it to be nonsense. Salesmanship is a unique skill and Steve was one hell of a salesman. On the other hand, let's be honest - who would you have picked if there was an actual choice for Jobs' successor - Cook or Schiller? Only one Cook in my kitchen.
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JDSoCal
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Post by JDSoCal on Jun 15, 2014 11:47:30 GMT -8
Strategic Media suck up has begun. They all want that advertising sugar from apples new in-house media team. Click bait isn't as good as a nice contract from apple to keep the ship afloat and attract other clients with apple on board. Interesting. Assuming this is true, one has to wonder if this may have been at least part of the reason Apple did it.
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icam
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Post by icam on Jun 15, 2014 12:10:56 GMT -8
Strategic Media suck up has begun. They all want that advertising sugar from apples new in-house media team. Click bait isn't as good as a nice contract from apple to keep the ship afloat and attract other clients with apple on board. Interesting. Assuming this is true, one has to wonder if this may have been at least part of the reason Apple did it. It doesn't matter where or who creates the content as far advertising locations and $ amounts are concerned. Apple will always have final say on how much they are going to spend and where they are going to spend it. I'm sure an outside advertising agency will offer their suggestions for both, so there is the "lobby" aspect, but Apple has and will always have the final say.
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JDSoCal
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Post by JDSoCal on Jun 15, 2014 13:32:10 GMT -8
Interesting. Assuming this is true, one has to wonder if this may have been at least part of the reason Apple did it. It doesn't matter where or who creates the content as far advertising locations and $ amounts are concerned. Apple will always have final say on how much they are going to spend and where they are going to spend it. I'm sure an outside advertising agency will offer their suggestions for both, so there is the "lobby" aspect, but Apple has and will always have the final say. True, and it wasn't all that positive of an article. appleinsider.com/articles/14/06/15/new-york-times-seeks-to-profile-tim-cook-after-getting-shut-out-by-apple
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Mav
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Post by Mav on Jun 15, 2014 13:43:58 GMT -8
I don't think it to be nonsense. Salesmanship is a unique skill and Steve was one hell of a salesman. On the other hand, let's be honest - who would you have picked if there was an actual choice for Jobs' successor - Cook or Schiller? Only one Cook in my kitchen. Told ya That said, I think Schiller can fill the role of CEO if needed.
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Mav
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Post by Mav on Jun 15, 2014 13:46:34 GMT -8
I'm sure not everyone here is a fan of the Daily Show (some are, some aren't, I'm guessing, I don't follow it myself), but man, that Google Glass segment was friggin' hilarious.
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Post by Deleted on Jun 15, 2014 14:42:09 GMT -8
I emailed the NYT editorial department and tore them a new a**hole. I despise the NYT and its Apple coverage. I wish Apple would buy them to shut it down and create a new business model directly with the writers.
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Mav
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Post by Mav on Jun 15, 2014 14:46:40 GMT -8
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Deleted
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Post by Deleted on Jun 15, 2014 15:02:21 GMT -8
Writers like Matt Richtel and Brian X. Chen? You trolling me Mav?
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Mav
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Post by Mav on Jun 15, 2014 15:24:46 GMT -8
Well hey, they're NYT writers. Moving onto the markets , futures are...I don't even know. Maybe 10-15 basis points down, but days where the indices actually move more than 100 basis points seem pretty rare lately, IIRC.
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Post by jmolloy on Jun 15, 2014 18:55:14 GMT -8
Writers like Matt Richtel and Brian X. Chen? You trolling me Mav? Oh yes, Brian X Chen... Some of us have long memories. He was the guy responsible for this article... www.wired.com/2009/02/why-the-iphone/Remind me again, how did that bit of fiction work out in the long run? It was so wrong that Wired had to do TWO updates to explain itself:
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Post by artman1033 on Jun 15, 2014 19:45:04 GMT -8
I'm sure not everyone here is a fan of the Daily Show (some are, some aren't, I'm guessing, I don't follow it myself), but man, that Google Glass segment was friggin' hilarious. for some reason, I can't find it on youtubee bgr.com/2014/06/13/daily-show-google-glass-clip/
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Post by artman1033 on Jun 15, 2014 19:45:50 GMT -8
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Post by artman1033 on Jun 15, 2014 20:08:37 GMT -8
notes on sapphire: Margolis notes that GT Advanced has installed more than 2,500 furnaces and is expected to work with sapphire boules that weigh between 200 and 235 kg. The plant is waiting for its final prepayment from Apple in order to finish construction and secure equipment, which is expected to be received by the end of this month. In February, Margolis estimated that Apple would be gearing up for mass production of devices with sapphire displays, with equipment in the factory leading to a yield of anywhere from 100 to 200 million ~5-inch sapphire displays. A yield of over 200 million sapphire displays as indicated by this latest report means that Apple could possibly produce more than enough sapphire displays for the 4.7-inch iPhone 6, the 5.5-inch iPhone 6 and the iWatch. www.macrumors.com/2014/06/15/apple-enough-sapphire-iphone6-iwatch/
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