Mav
Member
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Posts: 10,784
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Post by Mav on Jan 27, 2015 17:11:40 GMT -8
Total WAG, non-advice prediction.
We have a chance at 150 this year
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Post by phoebear611 on Jan 27, 2015 17:22:14 GMT -8
Techies saying that if it had closed below $114.36 in AH it could have hurt the bull count for the stock but anything above the $114.75-$115 level (which it did - closed at $115.35 in AH) should have us resume up. One other feels the same but says $120 by Friday. Either way - looking good here.
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Post by macwire on Jan 27, 2015 17:29:04 GMT -8
Techies saying that if it had closed below $114.36 in AH it could have hurt the bull count for the stock but anything above the $114.75-$115 level (which it did - closed at $115.35 in AH) should have us resume up. One other feels the same but says $120 by Friday. Either way - looking good here. I'm looking for a near term measured move up to 130 The AB=CD from OCT low to NOV high held the .618 fib Now the decline from NOV high to the DEC JAN double bottom is going to clear the .618 fib to the downside Near certainty IMO once we clear .786 fib of the decline.
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,431
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Post by chinacat on Jan 27, 2015 17:44:36 GMT -8
The operational management and execution that underlies this quarter's performance is truly mind-boggling. Who better to have as CEO than Tim Cook under such circumstances? It also means that Apple has not missed a step in that regard with Jeff Williams taking over his responsibility, if not his title.
Here's a tidbit from JD's old favorite (where is JD, by the way?), Rocco Pendola, April 2013:
----- The last decision Steve Jobs made at Apple (AAPL - Get Report) will likely go down as his worst.
This past Wednesday, I introduced the idea of firing Tim Cook and explained how his failure at Apple resembles Ron Johnson's at J.C. Penney -----
So now Apple is slicing open the markets in China and other Asian locales. Again, who better than Tim Cook to to have at the helm, with his relationships and knowledge of the business environments?
Just another reason to say "Thanks, Steve."
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Post by Red Shirted Ensign on Jan 27, 2015 17:51:10 GMT -8
I'm feeling very giddy..
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Post by gtrplyr on Jan 27, 2015 18:00:50 GMT -8
Total WAG, non-advice prediction. We have a chance at 150 this year We have a chance at $150 in MARCH !!!! Really ... Apple destroyed it ! AND at $150 it's still CHEAP ! Cheers to the longs ... ENJOY TOMORROW
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Post by CdnPhoto on Jan 27, 2015 18:18:41 GMT -8
Techies saying that if it had closed below $114.36 in AH it could have hurt the bull count for the stock but anything above the $114.75-$115 level (which it did - closed at $115.35 in AH) should have us resume up. One other feels the same but says $120 by Friday. Either way - looking good here. I'm looking for a near term measured move up to 130 The AB=CD from OCT low to NOV high held the .618 fib Now the decline from NOV high to the DEC JAN double bottom is going to clear the .618 fib to the downside Near certainty IMO once we clear .786 fib of the decline. Would you mind translating for the technically inept? Am I reading correct the AB=CD part was a test of the .618 fib. AAPL passed. beyond that, I'm lost for what you said.
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Post by macwire on Jan 27, 2015 18:21:15 GMT -8
I'm looking for a near term measured move up to 130 The AB=CD from OCT low to NOV high held the .618 fib Now the decline from NOV high to the DEC JAN double bottom is going to clear the .618 fib to the downside Near certainty IMO once we clear .786 fib of the decline. Would you mind translating for the technically inept? Am I reading correct the AB=CD part was a test of the .618 fib. AAPL passed. beyond that, I'm lost for what you said. 130 target. Held a key fib level on the way down from highs. And after earnings gap up we should clear the fib level (resistance) on way back up.
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Post by artman1033 on Jan 27, 2015 18:24:38 GMT -8
the earnings call transcript: seekingalpha.com/article/2856006-apples-aapl-ceo-tim-cook-on-q1-2015-results-earnings-call-transcript?part=singleWe’ve also updated our product summary reporting and we’re now reflecting five categories of results; iPhone, iPad, Mac, Services and Other Products. We’ve prepared schedules showing reclassifications of historical operating segment and product results for each of the last 12 quarters to conform to these new groupings and they are available now on our Web site at apple.com/investor. (I previously posted the links) MR. COOK: nterest in Apple products is at an all time high, with over 0.5 billion customer visits to our physical and online stores during the quarter. Demand for iPhone has been staggering, shattering our high expectation, with sales of over 74 million units, driven by the unprecedented popularity of iPhone 6 and iPhone 6 Plus. This volume is hard to comprehend. On average we sold over 34,000 iPhones every hour, 24 hours a day, everyday of the quarter. ....... Mac units were up 14% to $5.5 million, while the rest of the PC market continued to decline. App Store revenues was up a remarkable 41%. Demand was strong around the world. Flurry estimated that Apple products accounted for over half all mobile device activations globally from December 19th to December 25th. (IMHO: does not quote outside sources unless they know them to be correct!) ..... In just over a month, more than a dozen enterprise customers have signed on as foundation clients to transform their companies with iPhone, iPad and IBM MobileFirst solutions including Miami Dade County, the seventh largest county in the United States by population and American Eagle Outfitters, which operates more than 1,000 retail stores and ships to over 80 countries worldwide. And the list of new customers is expanding rapidly. IBM is engaged with more than 130 additional companies looking to empower their employees with MobileFirst for iOS solutions and the list keeps growing. We couldn’t be more pleased with this partnership On November 22nd we shipped our 1 billionth iOS device. It was a Space Gray 64 gigabyte iPhone 6 Plus, which we’ve saved here at Apple. ..... Swift became available in September as part of the Xcode tools and in the first month those tools were downloaded over 11 million times. A recent report from Redmonk showed that Swift has had unprecedented growth and is quickly climbing the list of the most popular programing languages. ........ interest in HealthKit with over 600 developers now integrating it into their apps. ........ Apple Pay is off to a very strong start and the feedback that we are getting from both individuals and institutions is extremely positive. Today about 750 banks and credit unions have signed on to bring Apple Pay to their customers, and in just three months after launch, Apple Pay makes up more than $2 out of $3 spent on purchases using contactless payment across the three major U.S. card networks. ...... In merchants who already accept Apple Pay, the rates are even higher. Panera Bread tells us Apple Pay represents nearly 80% of their mobile payment transactions, and since the launch of Apple Pay, Whole Foods Market had seen mobile payments increased by more than 400%. .........
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Post by artman1033 on Jan 27, 2015 18:43:48 GMT -8
more: LUCA: We sold 74.5 million iPhones, an increase of 23.4 million over last year, representing 46% growth. iPhone sales grew strongly in both developed and emerging markets. Among many great results around the world, unit sales were up 44% in the U.S. and up 97% in the BRIC countries.
Sales doubled year-over-year in China, our second largest iPhone market, as well as in Brazil and in Singapore. Thanks to the popularity of iPhone 6 Plus, and the increased value customers saw in our higher storage capacity offerings, iPhone ASPs were $687, an increase of $50 over the year ago quarter. This led to iPhone revenue growth of 57% year-over-year, with quarterly sales exceeding $50 billion for the first time ever.
We had a 200,000 unit decline in iPhone channel inventory during December quarter this year, compared to an increase of about 1 million iPhones during the year ago period, and we were not able to reach supply demand balance until this month. This left us below our target range of five to seven weeks of channel inventory on a look forward basis. (IMHO: 1) On average sold over 34,000 iPhones every hour, 24 hours a day, everyday of the quarter. 2) 20,000 per hour x 24 x 90 days= 43,200,000 iPhones. IS THAT A GOOD NUMBER FOR GUIDANCE)
..... Now as we move ahead into the March quarter, I’d like to review our outlook, which includes the types of forward looking information that Nancy referred to at the beginning of the call. We expect revenue to be between $52 billion and $55 billion, compared to $45.6 billion in the year ago quarter, and this represents a very significant revenue increase, despite growing foreign exchange headwinds from the continued strengthening of the U.S. dollar against most currencies. .....
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JDSoCal
Member
Aspiring oligarch
Posts: 4,186
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Post by JDSoCal on Jan 27, 2015 18:52:53 GMT -8
I'd just like to point out one stat I am looking forward to: If Apple were to enjoy HALF of its iPhone sales growth we saw Q1 2015 YoY (46%) in Q1 2016 (23%), that would be about 91M phones. Or, as I like to call it, ONE MILLION iPHONES SOLD PER DAY. And today is a day to celebrate and take the high road, not a time for recrimination and ill will toward those bears like Colin Gillis, or Dan Nathan, or Rocco Pendoloa. What the hell am I saying, fuck those guys, and I hope they were all short AAPL today and all catch a case of the crabs.
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Post by sponge on Jan 27, 2015 19:03:48 GMT -8
Total WAG, non-advice prediction. We have a chance at 150 this year We have a chance at $150 in MARCH !!!! Really ... Apple destroyed it ! AND at $150 it's still CHEAP ! Cheers to the longs ... ENJOY TOMORROW Bingo Keep in mind in Oct my buddy Carl said we were worth $206 and expected 44% eps growth for 2015. Do the math on that and see what you get in Oct with a meger p/e of 19.5. . I got bottled out of Braeburn for starting that thread. Better yet add $10 billion in Apple Watch sales and grow iPhone sales by 25% for fY15. Market share gains in smartphones alone can give us a p/e of 20.5. There are still 80% more iPhone owners that have yet to upgrade. WS is fixated on market share. I expect big numbers from Apple Pay and iPad growth come q4. Signing out will return when we hit $ 1 trillion market cap in late summer.
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,431
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Post by chinacat on Jan 27, 2015 19:04:41 GMT -8
And today is a day to celebrate and take the high road, not a time for recrimination and ill will toward those bears like Colin Gillis, or Dan Nathan, or Rocco Pendoloa. What the hell am I saying, fuck those guys, and I hope they were all short AAPL today and all catch a case of the crabs. Now there's the JD I'm talkin' 'bout! Welcome back to the party!
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JDSoCal
Member
Aspiring oligarch
Posts: 4,186
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Post by JDSoCal on Jan 27, 2015 19:22:19 GMT -8
Meanwhile, on the Web's most viewed news site:
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Post by Red Shirted Ensign on Jan 27, 2015 19:59:02 GMT -8
A quarter like this even warms a Ferengi heart......
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Post by Red Shirted Ensign on Jan 27, 2015 20:00:25 GMT -8
We have a chance at $150 in MARCH !!!! Really ... Apple destroyed it ! AND at $150 it's still CHEAP ! Cheers to the longs ... ENJOY TOMORROW Bingo Keep in mind in Oct my buddy Carl said we were worth $206 and expected 44% eps growth for 2015. Do the math on that and see what you get in Oct with a meger p/e of 19.5. . I got bottled out of Braeburn for starting that thread. Better yet add $10 billion in Apple Watch sales and grow iPhone sales by 25% for fY15. Market share gains in smartphones alone can give us a p/e of 20.5. There are still 80% more iPhone owners that have yet to upgrade. WS is fixated on market share. I expect big numbers from Apple Pay and iPad growth come q4. Signing out will return when we hit $ 1 trillion market cap in late summer. Aww sponge...you can hang with us....
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Deleted
Deleted Member
Posts: 0
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Post by Deleted on Jan 27, 2015 22:28:46 GMT -8
John Gruber is serving up some strong claim chowder tonight, resurrecting even Ed Zabitsky's stupidity. THIS is what WS needs more of -- perhaps some talking heads CAN be shamed. Somewhere, Zabitsky is probably shining shoes, no doubt honored that his 15 minutes of fame endures. I could single handedly make CNBC's ratings soar simply by turning it into the Gong Show, calling out certain analysts who are supremely reliable with being wrong about Apple, Inc. daringfireball.net
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Mav
Member
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Posts: 10,784
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Post by Mav on Jan 27, 2015 23:31:18 GMT -8
Unfortunately my attempts to introduce "wrongalyst" into the WS lexicon haven't gotten anywhere.
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Post by rezonate on Jan 28, 2015 15:06:26 GMT -8
Sponge was predicting AAPL 1,000 by 2016. Just $28 (25%) away. Still hoping to see momentum for an AFB gathering in the spring. Maybe NYC for April earnings?
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