Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Jan 28, 2015 3:40:10 GMT -8
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Post by chasmac on Jan 28, 2015 3:52:14 GMT -8
Apple price target lifted to $160 from $143: Cantor Fitzgerald
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Jan 28, 2015 3:55:56 GMT -8
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Jan 28, 2015 4:01:40 GMT -8
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Post by podboy on Jan 28, 2015 4:09:08 GMT -8
What's amazing that this has been the best company on the planet for a while now & it has never been healthier than it is now.
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Post by podboy on Jan 28, 2015 4:14:09 GMT -8
Katy Huberty only missed by 12 million Iphones and 9 billion in REV. Does she still get paid?? I want her job.
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Jan 28, 2015 4:18:28 GMT -8
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Post by redinaustin on Jan 28, 2015 4:28:59 GMT -8
My favorite tweets: @fraserspeirs: Yeah, quarter not year.
and from CNBC @kelly_Evans: "He should just stand up, point to the scoreboard, and sit back down." -@loubasenese on $AAPL CEO Cook.
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Post by chasmac on Jan 28, 2015 4:48:17 GMT -8
Apple price target lifted to $160 from $143: Cantor Fitzgerald Apple price target lifted to $145 from $130: Susquehanna Apple PT Raised $10 to $127 at Janney
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Jan 28, 2015 4:50:21 GMT -8
Boy, Janney is really going out on a limb there with their price target... or is that a February target?
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icam
Member
Posts: 447
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Post by icam on Jan 28, 2015 4:59:49 GMT -8
Fantastic stuff ! You little SOB you, oh how I love thee. Congrats to the longs!!
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icam
Member
Posts: 447
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Post by icam on Jan 28, 2015 5:01:40 GMT -8
That's a lot of cash. Maybe buy Disney with some/most of it?
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Post by redinaustin on Jan 28, 2015 5:05:52 GMT -8
That's a lot of cash. Maybe buy Disney with some/most of it? Here;s a list: @valaafshar: #Apple has $178 billion in cash; it could buy Uber Tesla Twitter Netflix Dropbox SnapChat Airbnb SpaceX still have $20 billion left $AAPL
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Post by Lstream on Jan 28, 2015 5:34:26 GMT -8
That's a lot of cash. Maybe buy Disney with some/most of it? No thanks. Try explaining that to the rest of the content world that Apple is attempting to work with. And that is just reason #1.
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Post by phoebear611 on Jan 28, 2015 5:36:30 GMT -8
I don't think I have ever read that anyone feels that there is a company out there that AAPL should be compelled to buy. We often throw spaghetti against the wall but nothing to clamor about. In the past I felt strongly about Waze and Nest...particularly Nest. Don't truly understand why they didn't buy it - seems like it would have dovetailed nicely...meanwhile it's sold at Apple retail stores. Wonder what TC will do besides the watch this year? Does anyone think there is anything else out there he may introduce in some way? --- by the way, I couldn't help but chuckle when Gene Munster asked TC about the tv last night - it's Gene's yearly prediction.
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macorange
Member
My actual dog is cuter.
Posts: 60
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Post by macorange on Jan 28, 2015 6:04:36 GMT -8
The success of the iPhone in China brings a tantalizing prospect: millions of Chinese gobbling up the higher end of Apple watches for status. The highest end of this new category is likely to be even more profitable than the iPhone.
I've been assuming that the watch would take awhile to move the needle, but I was thinking about the home market. Chinese consumers could make it a blowout launch.
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Post by Lstream on Jan 28, 2015 6:05:57 GMT -8
Apple likes to buy things that provide its products with barriers to entry and sustainable differentiation. Like Authentec. It has proven to be a pretty good business model so far. At various times, it has been suggested that Apple buy social media companies or outfits like DropBox. But those companies require cross platform support to be successful. They would deliver nothing of unique value to the Apple ecosystem. So why bother?
Apple's core business depends on providing it's customers with unique capabilities they cannot get elsewhere. At least not to the same ease of use standard. Apple Pay, HomeKit, HealthKit and other products fit this objective. Horizontal companies with products available on every platform do not. Apple should continue to ignore the "advice" it regularly gets to just buy something.
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Post by Lstream on Jan 28, 2015 6:08:13 GMT -8
The success of the iPhone in China brings a tantalizing prospect: millions of Chinese gobbling up the higher end of Apple watches for status. The highest end of this new category is likely to be even more profitable than the iPhone. I've been assuming that the watch would take awhile to move the needle, but I was thinking about the home market. Chinese consumers could make it a blowout launch. The more people that own iphones, the bigger the iWatch market becomes. I agree with what you are saying. A virtuous circle.
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Post by artman1033 on Jan 28, 2015 6:08:17 GMT -8
IMHO: MY WAG: AAPL will trade over 100 million shares today. AAPL will be over $120 TODAY at some time. I don't know where it will close.
DYODD!
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Post by Red Shirted Ensign on Jan 28, 2015 6:24:15 GMT -8
IIMHO: MY WAG: AAPL will trade over 100 million shares today. AAPL will be over $120 TODAY at some time. I don't know where it will close. DYODD! Whoaaaa..Art is channeling the Sponge.....well, why not!
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Post by po1nt on Jan 28, 2015 6:30:14 GMT -8
I'm my opinion the only thing Apple should do with the cash is control the data side of things. I love my phone and dealing with the service provider and the data throttling and all the other crap is by far the WORST experience of using the phone. Apple has enough cash to fix that and create a user experience that echos their amazing products.
enjoy the morning all!
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bud777
fire starter
Posts: 1,353
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Post by bud777 on Jan 28, 2015 6:57:52 GMT -8
I'm my opinion the only thing Apple should do with the cash is control the data side of things. I love my phone and dealing with the service provider and the data throttling and all the other crap is by far the WORST experience of using the phone. Apple has enough cash to fix that and create a user experience that echos their amazing products. enjoy the morning all! I agree. Apple is not selling phones or tablets or computers. They are selling the internet. They are selling access to information that no one really has the option to ignore. In my opinion the reason that the iPhone was such a revolutionary product was that it put the full internet in your hand wherever you were. At least that was the promise and the vision. But the device and the experience are no better than the network. Looking ahead, the only thing that I really worry about is Google Fiber. Imagine a world where Google Fiber has the same clout as a merged Comcast-Time Warner. Apple can't become a company selling railroad cars while Google owns the tracks. Apple doesn't need to buy Comcast, but they do need to insure that Apple devices are not dependent on Google to work. This is a longer term problem than the watch or the next iteration of devices, but I think it cannot be ignored. I am sure Apple is aware of it and for now, I am just going to enjoy the day. Congratulations to the longs. This feels pretty good, doesn't it?
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Post by macwire on Jan 28, 2015 7:02:12 GMT -8
Should be even more upgrades coming over next week.
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Jan 28, 2015 7:03:26 GMT -8
If yesterday demonstrated anything it is Apple is a global company, not a US company. Any Apple initiative needs to scale to a global footprint -- including a decision to 'own' the tracks.
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Post by appleaddict on Jan 28, 2015 7:06:36 GMT -8
Stellar day yesterday with earnings, and I got my first iPhone--an unlocked 6 in space grey with 64MB. Now I get to see what all the fuss is about. If I am any indication, there is still room for Apple to expand their market in the US.
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Post by jeff99 on Jan 28, 2015 7:16:33 GMT -8
Thank you. * Apple is where it is because they didn't release a phone the size of the Samsung Galaxy S3 (not the Note - no one wants a huge phablet like that but the size of the Galaxy is obviously, clearly, indubitably the right size). * The exact moment that Apple the company and Aapl jumped the shark was this one and I knew it the moment I saw it: www.redvipcard.com/wp-content/uploads/2012/09/samsung-galaxy-s3-vs-iphone-5.jpeg * Apple can unjump the shark and return to its glory by releasing an iPhone 6 that is the same size at the Galaxy. It's that simple. They could keep everything else the same, just do that, and in a few months all the annoying people talking about luxury cars on this board would be doing it again. If your basing your investment decisions on what size screen a company decides to put in a phone, I'm happy for you that you are no longer investing in Apple. I'm basing it on what people are going to buy. It's as simple as that. Apple didn't sell as many iPhone 5s as expected because people looked at the bigger Samsung phones and thought they offered a better experience. Honestly, what is so hard to figure out? You can read web pages easier on a bigger screen, games and videos are more fun on a bigger screen. It's easier to type on a bigger screen. But if you go too big, then it's no longer a phone and / or it's unwieldy. So you have to admit that somewhere in-between there's a happy medium, right? Well 4.8 or so is that happy medium. You can keep saying that numbers don't definitely prove that people prefer a bigger screen size (you can keep saying it, though it's ridiculous) but it doesn't matter because if you can't look at what an iPhone 5 looks like in terms of the wow factor compared to a larger Samsung then there's nothing I can write here that will get you to see it. And I'm just about the biggest Apple guy around and own just about every product they make and, as I wrote previously, was 100% invested from 2007.
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Post by po1nt on Jan 28, 2015 7:28:12 GMT -8
I'm my opinion the only thing Apple should do with the cash is control the data side of things. I love my phone and dealing with the service provider and the data throttling and all the other crap is by far the WORST experience of using the phone. Apple has enough cash to fix that and create a user experience that echos their amazing products. enjoy the morning all! I agree. Apple is not selling phones or tablets or computers. They are selling the internet. They are selling access to information that no one really has the option to ignore. In my opinion the reason that the iPhone was such a revolutionary product was that it put the full internet in your hand wherever you were. At least that was the promise and the vision. But the device and the experience are no better than the network. Looking ahead, the only thing that I really worry about is Google Fiber. Imagine a world where Google Fiber has the same clout as a merged Comcast-Time Warner. Apple can't become a company selling railroad cars while Google owns the tracks. Apple doesn't need to buy Comcast, but they do need to insure that Apple devices are not dependent on Google to work. This is a longer term problem than the watch or the next iteration of devices, but I think it cannot be ignored. I am sure Apple is aware of it and for now, I am just going to enjoy the day. Congratulations to the longs. This feels pretty good, doesn't it? Nail on the head, bud!
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Post by Red Shirted Ensign on Jan 28, 2015 7:30:33 GMT -8
Thank you. * Apple is where it is because they didn't release a phone the size of the Samsung Galaxy S3 (not the Note - no one wants a huge phablet like that but the size of the Galaxy is obviously, clearly, indubitably the right size). * The exact moment that Apple the company and Aapl jumped the shark was this one and I knew it the moment I saw it: www.redvipcard.com/wp-content/uploads/2012/09/samsung-galaxy-s3-vs-iphone-5.jpeg * Apple can unjump the shark and return to its glory by releasing an iPhone 6 that is the same size at the Galaxy. It's that simple. They could keep everything else the same, just do that, and in a few months all the annoying people talking about luxury cars on this board would be doing it again. If your basing your investment decisions on what size screen a company decides to put in a phone, I'm happy for you that you are no longer investing in Apple. You can keep saying that numbers don't definitely prove that people prefer a bigger screen size (you can keep saying it, though it's ridiculous) but it doesn't matter because if you can't look at what an iPhone 5 looks like in terms of the wow factor compared to a larger Samsung then there's nothing I can write here that will get you to see it. And I'm just about the biggest Apple guy around and own just about every product they make and, as I wrote previously, was 100% invested from 2007. You are welcome.....ah, memory lane. 51 million shares in the first hour....wow
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Post by nathanstevens on Jan 28, 2015 7:50:27 GMT -8
The success of the iPhone in China brings a tantalizing prospect: millions of Chinese gobbling up the higher end of Apple watches for status. The highest end of this new category is likely to be even more profitable than the iPhone. I've been assuming that the watch would take awhile to move the needle, but I was thinking about the home market. Chinese consumers could make it a blowout launch. Piggybacking on this. The gold watch potentially opens the door for an "edition" gold iPhone. Would hate to have a gold watch clash with a gold colored iPhone. That would be awful.
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Post by Lstream on Jan 28, 2015 8:02:27 GMT -8
I spent the better part of two years at Braeburn. Any "analyst" that gets close is getting there purely by fluke. It is all guesswork, because there is so much that is entirely unknowable about Apple. PED gets page hits from this silliness, but it should be regarded as purely for entertainment only. I have nothing against the home gamer since modelling the company leads to better understanding. But this public smack down stuff is a sham.
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