Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Mar 5, 2015 3:27:04 GMT -8
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Mar 5, 2015 5:34:53 GMT -8
Thanks Artman for posting the great Scott Galloway link yesterday. Well worth the time. Link included for anyone who missed it. There is an earlier Galloway presentation that goes into more detail -- longer (22 minutes), same speed, many more slides. Fascinating watch. Though he reaches the same conclusion, this one spends more time on the contextual details. Important for understanding.
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Post by chasmac on Mar 5, 2015 5:53:31 GMT -8
Maybe it's Lincoln Continental. They're going to go the Big car route since it worked so well for iPhones (and soon iPads). Btw, had a chat with iPad recently and she's doing fine, just very busy with some other stuff.
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Post by macwire on Mar 5, 2015 6:33:30 GMT -8
128 continues to be support until it's not...trade em well. Continues to act weak on microtime frame unfortunately.
Edit: ate my stop. Was trading at greatly reduced size but I could kick myself for getting all optimistic and going in there again when I knew better
::groan:: oh well. I will rebuy strength. It'll happen again. No doubt aapl will see another 20 dollar 3 week move later this year.
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Post by rezonate on Mar 5, 2015 6:40:16 GMT -8
Thanks for the comments yesterday about my concern over iPhone supply constraints in the wake of next week's release. The consensus is any Watch buyers have a compatible iPhone already, so the two devices are disconnected, from a channel standpoint.
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Post by Red Shirted Ensign on Mar 5, 2015 7:05:15 GMT -8
So we see the push down begins....I wonder how low they can inch it down. I will gladly add more at 126
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Deleted
Deleted Member
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Post by Deleted on Mar 5, 2015 7:17:56 GMT -8
Scott Galloway isn't being listened to by WS: AMZN is up and AAPL is down. The EOs aren't going to be manipulated with facts....
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Post by firestorm on Mar 5, 2015 8:04:56 GMT -8
What's with this drop?
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Deleted
Deleted Member
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Post by Deleted on Mar 5, 2015 8:09:38 GMT -8
What crooks. I can BTFD, I guess.
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Post by stevereel on Mar 5, 2015 8:18:31 GMT -8
What crooks. I can BTFD, I guess. I just did.
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Post by chasmac on Mar 5, 2015 8:41:33 GMT -8
People trying to front run the Sell the news camp IMO. We were at the top of the channel TA-wise so not totally unexpected. Just wait till Monday...
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Post by gtrplyr on Mar 5, 2015 8:44:30 GMT -8
A bunch of people who think they can time the market. Some will probably do alright ... most won't. I realize Cramer is not popular around these parts but he's absolutely right when he says "Buy Apple ... don't trade it" Cheers to the longs !
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Post by firestorm on Mar 5, 2015 8:48:26 GMT -8
People trying to front run the Sell the news camp IMO. We were at the top of the channel TA-wise so not totally unexpected. Just wait till Monday... Are you suggesting it will drop further on Monday?
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Deleted
Deleted Member
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Post by Deleted on Mar 5, 2015 9:29:26 GMT -8
Anything is possible with this stock when you have a parade of self-styled "analysts" who are paid on the click.
Jay Yarrow is doing his work of the bears, peeing on the Watch's functionality based on his "contacts," who are more likely members of the Swedish bikini team than real "sources with knowledge of the situation."
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bud777
fire starter
Posts: 1,353
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Post by bud777 on Mar 5, 2015 9:39:51 GMT -8
Thanks Artman for posting the great Scott Galloway link yesterday. Well worth the time. Link included for anyone who missed it. There is an earlier Galloway presentation that goes into more detail -- longer (22 minutes), same speed, many more slides. Fascinating watch. Though he reaches the same conclusion, this one spends more time on the contextual details. Important for understanding. I listened to both of these presentations. They were like trying to take a drink from a fire hose, but they were certainly intriguing. I paused the video so I could study each slide. A few of the slides visually distorted the data. A great example is the slide in the longer presentation that shows the effect of stress on children in poverty at the 14:42 mark. The data on the far right shows two columns, one is half the height of the other. The values associated with the columns are 32.3 and 30.8. While they support the thesis, when presented quickly, we are likely to take away that the stress level is twice as high. All in all, I enjoyed watching these, but it left me with a conundrum. How can a professor at NYU be dumb enough to make Business Insider his first read every morning? (15:13)
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Post by Red Shirted Ensign on Mar 5, 2015 9:58:50 GMT -8
I have bids in at $125.80 and $125.60.
Glad to buy at those levels...
In edit: and number one just filled.....
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Post by artman1033 on Mar 5, 2015 10:06:28 GMT -8
Thanks Artman for posting the great Scott Galloway link yesterday. Well worth the time. Link included for anyone who missed it. There is an earlier Galloway presentation that goes into more detail -- longer (22 minutes), same speed, many more slides. Fascinating watch. Though he reaches the same conclusion, this one spends more time on the contextual details. Important for understanding. I listened to both of these presentations. They were like trying to take a drink from a fire hose, but they were certainly intriguing. I paused the video so I could study each slide. A few of the slides visually distorted the data. A great example is the slide in the longer presentation that shows the effect of stress on children in poverty at the 14:42 mark. The data on the far right shows two columns, one is half the height of the other. The values associated with the columns are 32.3 and 30.8. While they support the thesis, when presented quickly, we are likely to take away that the stress level is twice as high. All in all, I enjoyed watching these, but it left me with a conundrum. How can a professor at NYU be dumb enough to make Business Insider his first read every morning? (15:13) It is very helpful to watch both presentations. AAPL is called the first trillion Dollar company in both. AMAZON is called great in 2014 and not great in 2015.
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Post by Red Shirted Ensign on Mar 5, 2015 10:13:59 GMT -8
Apple Watch to get 55% of Smartwatch market? What does that mean....? 9to5mac.com/2015/03/05/apple-watch-predicted-to-take-55-of-the-2015-global-smartwatch-market-with-15-4m-units-shipped/Research firm Strategy Analytics released its latest report today forecasting global Apple Watch sales and smartwatch marketshare for 2015. The firm’s predictions put Apple’s anticipated global smartwatch marketshare at more than half with 54.8% reached in 2015. Notably, that forecasted percentage is versus all other smartwatches combined competing with the Apple Watch. While the report predicts that Apple will take the overwhelming majority of smartwatch sales this year, it predicts a relatively conservative number of units shipped globally in 2015 at 15.4 million. That forecast still beats the collective “other” group with a 12.7 million units shipped globally predicted. To be clear, the firm is predicting that the as-of-yet unreleased Apple Watch will outsell the existing smartwatch market in 2015…
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JDSoCal
Member
Aspiring oligarch
Posts: 4,186
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Post by JDSoCal on Mar 5, 2015 11:12:31 GMT -8
I watched the vid today. He makes some good macro points on the 4 companies, but a NYU business proffie should understand presentations better. Too many slides too quickly. That's rookie teacher stuff. Perhaps he handed out his slides in printed form before the lecture, as I do. The heat map of iOS v Android based on income was devastating. Every tech investor should see that. Meanwhile, CNBC had some arrogant ass named Paul Hickey claiming the Watch would be a flop because his research shows a lack of interest since the launch. Apparently, Hickey has a time machine and has returned from the future to report this important development. BTW, I don't watch CNBC. I just see their videos posted below AAPL quotes on Yahoo finance.
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Mar 5, 2015 11:27:34 GMT -8
If anyone finds a copy of Galloway's deck, please post a link. I don't have Bud777's patience...
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Post by artman1033 on Mar 5, 2015 11:40:34 GMT -8
If anyone finds a copy of Galloway's deck, please post a link. I don't have Bud777's patience... www.youtube.com/results?search_query=Scott+GallowayYou watch carefully, stop, read the chart, go, watch carefully,stop, read the chart, go, watch carefully,stop, read the chart, go, watch carefully,stop, read the chart, go, watch carefully,stop, read the chart, go, watch carefully,....... The NEXT Someone asks you why we invest in AAPL, TELL him/her to watch this video from 11:00 to 16:00. It is compelling..... www.youtube.com/watch?v=XCvwCcEP74Q
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bud777
fire starter
Posts: 1,353
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Post by bud777 on Mar 5, 2015 11:43:24 GMT -8
You know how you just get a feeling about things and you can't really explain it and it is usually wrong? Well, I have that kind of feeling about this March 9 event. I don't think it is about the watch at all. I think it is about Apple TV. Don't know why, but I just do. Absolutely nothing to back it up. Which makes it a better guess than 75% of what is published in the blogs.
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Deleted
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Post by Deleted on Mar 5, 2015 11:53:59 GMT -8
I watched the vid today. He makes some good macro points on the 4 companies, but a NYU business proffie should understand presentations better. Too many slides too quickly. That's rookie teacher stuff. Perhaps he handed out his slides in printed form before the lecture, as I do. The heat map of iOS v Android based on income was devastating. Every tech investor should see that. Meanwhile, CNBC had some arrogant ass named Paul Hickey claiming the Watch would be a flop because his research shows a lack of interest since the launch. Apparently, Hickey has a time machine and has returned from the future to report this important development. BTW, I don't watch CNBC. I just see their videos posted below AAPL quotes on Yahoo finance. Same here -- I absolutely loathe CNBC and its resident hacks. What's needed to file a class action lawsuit against these asshats for reporting rumors that impact the stock and very likely serve undisclosed interests. If nothing else, it would call attention to the bullshit reporting that they're passing off as credible information. I suppose the SEC should step in here but we know they've been on a extended snooze. I know due process is a tortuous path here, but no one seems to have an alternative. There is an opportunity to start holding these people accountable on the web, ranking them and in the process, expose the charlatans. Currently, CNBC can put on any moron that speaks english. We know that negative reporting is the first, second and third requirement.
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Deleted
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Post by Deleted on Mar 5, 2015 11:55:13 GMT -8
You know how you just get a feeling about things and you can't really explain it and it is usually wrong? Well, I have that kind of feeling about this March 9 event. I don't think it is about the watch at all. I think it is about Apple TV. Don't know why, but I just do. Absolutely nothing to back it up. Which makes it a better guess than 75% of what is published in the blogs. I give it a 50/50 chance. The artwork on the invite obliquely hints at it but probably just wishful thinking. Or not. The timing of the HBO rumor is interesting.
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Post by artman1033 on Mar 5, 2015 12:01:23 GMT -8
You know how you just get a feeling about things and you can't really explain it and it is usually wrong? Well, I have that kind of feeling about this March 9 event. I don't think it is about the watch at all. I think it is about Apple TV. Don't know why, but I just do. Absolutely nothing to back it up. Which makes it a better guess than 75% of what is published in the blogs. I give it a 50/50 chance. The artwork on the invite obliquely hints at it but probably just wishful thinking. Or not. The timing of the HBO rumor is interesting. is more of a DISNEY & ESPN company, not a NBC peacock.
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Post by tuffett on Mar 5, 2015 12:06:43 GMT -8
You know how you just get a feeling about things and you can't really explain it and it is usually wrong? Well, I have that kind of feeling about this March 9 event. I don't think it is about the watch at all. I think it is about Apple TV. Don't know why, but I just do. Absolutely nothing to back it up. Which makes it a better guess than 75% of what is published in the blogs. They better have something about the watch too, or it's not going to be pretty.
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Post by phoebear611 on Mar 5, 2015 12:12:43 GMT -8
I agree with bud777. That was my other conspiracy theory but I thought you would all REALLY think I was nuts. Well if I am nuts - I am in great company!
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Post by Red Shirted Ensign on Mar 5, 2015 12:21:16 GMT -8
You know how you just get a feeling about things and you can't really explain it and it is usually wrong? Well, I have that kind of feeling about this March 9 event. I don't think it is about the watch at all. I think it is about Apple TV. Don't know why, but I just do. Absolutely nothing to back it up. Which makes it a better guess than 75% of what is published in the blogs. They better have something about the watch too, or it's not going to be pretty. I think that the Watch is 100% certain. It's just what else gets moved forward (spring ahead!). It is Spring....watchspring? I want the new Mac Air....would sell like hotcakes.
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Deleted
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Post by Deleted on Mar 5, 2015 12:28:02 GMT -8
They better have something about the watch too, or it's not going to be pretty. I think that the Watch is 100% certain. It's just what else gets moved forward (spring ahead!). It is Spring....watchspring? I want the new Mac Air....would sell like hotcakes. After using an iMac 5k, the display resolution starts to be annoying on my regular iMac and MBA. Who knows if we see it on Monday, but I'm in the camp with the others -- I expect more than Watch on Monday
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Post by chasmac on Mar 5, 2015 12:33:18 GMT -8
You know how you just get a feeling about things and you can't really explain it and it is usually wrong? Well, I have that kind of feeling about this March 9 event. I don't think it is about the watch at all. I think it is about Apple TV. Don't know why, but I just do. Absolutely nothing to back it up. Which makes it a better guess than 75% of what is published in the blogs. This is about the watch. The invite makes that pretty clear IMO. If there's something else, it's going to be minor. And yes, I expect it to dip on Monday. There's going to be so much negative talk about: 1. price 2. perceived functionality 3. there's already existing wearables that... 4. etc. Same people that couldn't see the beauty of the iPhone or iPad. Saying that it doesn't fill a need is so short-sighted. People will find needs to fill now that they have a vehicle to fill them with. The software/hardware/interface will allow you to do things that other watches/platforms just can't do very well (until they copy). This will drive a lot of traffic into stores even if they don't buy a watch. People are going to want to go into the store to see it, touch it, try it. That hasn't been the case for a product in awhile. My 2 cents. Hope I'm wrong about the reaction, just a feeling.
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