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Post by phoebear611 on Apr 6, 2015 4:27:19 GMT -8
Good Morning all...doesn't seem like anyone opened up today while since84 is out so I'll give it a quick start In the news (not much) : appleinsider (9to5Mac has a similar story - needless to say I JUST bought the 5k, unreal!): Apple to release super-high resolution 'iMac 8K' later this year, display partner LG says appleinsider.com/articles/15/04/06/apple-to-release-super-high-resolution-imac-8k-later-this-year-display-partner-lg-saysAAPL is red ($0.97) along with the rest of the market due to Friday's US jobs number so we'll see how the day turns out. This is such a crazy market that we may actually be positive in AAPL by the end of the day. Remember that Europe is closed for Easter Monday and also China was closed last night as well. Enjoy the day!
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Mav
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Post by Mav on Apr 6, 2015 5:00:15 GMT -8
8K iMac hahahaha no LG.
Note that an 8K Mac isn't "3K" more then "5K". 33.1MP is a bit higher than 14.7MP, which the iMac 5K doesn't exactly handle perfectly considering the massive # of pixels. (It DOES work fine, but look at the other Retina displays "fixed in place" for well over a year.)
Then again I only tried one at the Apple Store. I think we have an actual owner on the board.
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Post by rickag on Apr 6, 2015 5:23:20 GMT -8
Good Morning all...doesn't seem like anyone opened up today while since84 is out so I'll give it a quick start In the news (not much) : appleinsider (9to5Mac has a similar story - needless to say I JUST bought the 5k, unreal!): Apple to release super-high resolution 'iMac 8K' later this year, display partner LG says appleinsider.com/articles/15/04/06/apple-to-release-super-high-resolution-imac-8k-later-this-year-display-partner-lg-saysAAPL is red ($0.97) along with the rest of the market due to Friday's US jobs number so we'll see how the day turns out. This is such a crazy market that we may actually be positive in AAPL by the end of the day. Remember that Europe is closed for Easter Monday and also China was closed last night as well. Enjoy the day! Thanks for starting the thread, need my morning fix
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Post by Red Shirted Ensign on Apr 6, 2015 5:56:19 GMT -8
Nice call, Phoebes, on AAPL Turning green. I note when you open the Board Apple does well....
Just sayin'
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Post by nagrani on Apr 6, 2015 6:22:16 GMT -8
Apple has usually done well on Mondays this year. Let's go 129
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Post by dreamRaj on Apr 6, 2015 7:07:47 GMT -8
Yep, 129 would be great, even if we get pinned there till the Watch releases, coz breaking 130 and galloping from there feels like natural progression.
Btw, I feel the ER was planned for a week later so Apple gets to see the "real" response to the watch in terms of sales and reviews, albeit only for a weekend, and provide guidance that is just that much more appropriate.
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Post by Red Shirted Ensign on Apr 6, 2015 8:29:22 GMT -8
Where is everybody? We are rocking today. The internet is abuzz over the videos showing hot to use your new Apple Watch. The manager of my Apple Store yesterday was beyond psyched over what is coming down....and he hinted there could be a surprise or two in the manner of rollout....Apple has REALLY thought this thing through. Nothing left to chance.
Come on market...reward the brave!
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Post by incorrigible on Apr 6, 2015 8:52:53 GMT -8
Tempted to add back the last AAPL salel but am hesitant. Market overall seems toppy right now IMO.
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Post by hledgard on Apr 6, 2015 9:10:28 GMT -8
Methinks AAPL for the next few months is all about the Apple Watch.
Sales of Apple Watch look good, stock goes up. Sales of Apple Watch questionable, stock goes down. Independent of financial results reported this quarter or other factors.
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Post by firestorm on Apr 6, 2015 9:41:49 GMT -8
I won't be getting an Apple Watch, because I haven't worn a watch since I ruined one in the high school shower back in the day and now I'm old and set in my ways.
When the Apple Watch was first introduced, I was disappointed in the understated rounded rectangle look, thinking that a round watch would have been classier. However, my response to the watch has evolved, and I now believe it is simply stunning in its elegance and beauty, to the point where I cannot imagine a better-looking watch. It has a timeless look that Don Draper would have appreciated, and I can envision it on his wrist, right below the outstretched fingers holding a cigarette.
Americans of a certain age believe that as people age, they will naturally buy luxury cars, buy luxury watches, move to the wealthy suburbs, and vote reliably Republican to protect their hard-earned status symbols. I sense that is changing with newer generations, who seem to want to live in the city and take mass-transit rather than owning a car. I just can't envision these high-techies wearing Rolexes, so I agree with Jonny Ive on the prospects of the Swiss watch industry. We are about to see another massive Apple-led change.
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chinacat
Moderator
AAPL Long since 2006
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Post by chinacat on Apr 6, 2015 9:51:46 GMT -8
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bud777
fire starter
Posts: 1,352
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Post by bud777 on Apr 6, 2015 10:43:36 GMT -8
I agree. While the watch has received most of the press, I think the 2Q sales in China will be the real story of April. Another great quarter followed by the success of the watch leading into WWDC....it is enough to make one almost optimistic. Meaning of course that we are headed to 105.
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Post by macwire on Apr 6, 2015 11:37:20 GMT -8
Nice day. Took some.
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Post by firestorm on Apr 6, 2015 13:34:47 GMT -8
While driving today I was listening to CNBC analysts speculating on Apple. One said that Munster expects an announcement of a $150 billion stock buyback program in the next couple of weeks, and the analyst said that anything less than that will cause the stock to reel. I really hate it when jerks set the expectations bar at such a specific level.
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Post by Lstream on Apr 6, 2015 14:32:55 GMT -8
While driving today I was listening to CNBC analysts speculating on Apple. One said that Munster expects an announcement of a $150 billion stock buyback program in the next couple of weeks, and the analyst said that anything less than that will cause the stock to reel. I really hate it when jerks set the expectations bar at such a specific level. They got your (and others no doubt) attention which is all they care about. They have a job where there are no consequences to being wrong, and where you get to just make things up. In fact, being ignorant and outrageous just gets you more air time. And people keep rewarding them by tuning in and reading their click bait.
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Post by Red Shirted Ensign on Apr 6, 2015 15:05:37 GMT -8
Tim Cook's email to the Apple Team today...lots of goodies in here....
"Team,
The day we’ve all been waiting for is almost here: Apple Watch is ready to ship. Our retail stores are training for a whole new way to engage customers and help them experience Apple’s most personal product yet. On Friday, in over four hundred stores across four continents, we’ll open our doors to people who want to try on Apple Watch for the first time and start deciding which one is right for them. Tens of millions of people have seen our keynotes and demonstration videos about the watch, and there’s much more to come. Some of the most innovative developers in the world are working on new experiences designed specifically for Apple Watch. More than one thousand apps were submitted in just four days last week when the App Store started accepting them, and the rate of submissions has only been climbing since then. I know that many of you have been looking forward to choosing an Apple Watch for yourselves, and we want to make it easy for you. Starting Friday in countries where the watch is available for pre-order, a special Employee Purchase Plan will offer a 50% discount on any Apple Watch or Apple Watch Sport for your personal use. As we introduce the watch in more countries, the special pricing for employees will be offered in those countries as well. Discounts will begin at pre-order and last for 90 days after availability. AppleWeb has more details, so I invite you to check it out. Our products enrich people’s lives like no others, and we think Apple Watch is going to delight our customers in ways people can’t yet imagine. We want you to share in that experience right alongside them. Congratulations to everyone who has worked so hard for years to help this product reach our customers. And thanks in advance to the thousands of retail employees around the world who will start placing it on people’s wrists starting Friday. Tim"
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Post by artman1033 on Apr 6, 2015 15:18:54 GMT -8
Tim Cook's email to the Apple Team today...lots of goodies in here.... "Team, The day we’ve all been waiting for is almost here: Apple Watch is ready to ship. Our retail stores are training for a whole new way to engage customers and help them experience Apple’s most personal product yet. On Friday, in over four hundred stores across four continents, we’ll open our doors to people who want to try on Apple Watch for the first time and start deciding which one is right for them. Tens of millions of people have seen our keynotes and demonstration videos about the watch, and there’s much more to come. Some of the most innovative developers in the world are working on new experiences designed specifically for Apple Watch. More than one thousand apps were submitted in just four days last week when the App Store started accepting them, and the rate of submissions has only been climbing since then. I know that many of you have been looking forward to choosing an Apple Watch for yourselves, and we want to make it easy for you. Starting Friday in countries where the watch is available for pre-order, a special Employee Purchase Plan will offer a 50% discount on any Apple Watch or Apple Watch Sport for your personal use. As we introduce the watch in more countries, the special pricing for employees will be offered in those countries as well. Discounts will begin at pre-order and last for 90 days after availability. AppleWeb has more details, so I invite you to check it out. Our products enrich people’s lives like no others, and we think Apple Watch is going to delight our customers in ways people can’t yet imagine. We want you to share in that experience right alongside them. Congratulations to everyone who has worked so hard for years to help this product reach our customers. And thanks in advance to the thousands of retail employees around the world who will start placing it on people’s wrists starting Friday. Tim" Apple is also offering $550 off the Apple Watch Edition.
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Post by rickag on Apr 6, 2015 15:22:25 GMT -8
Apple has what.. About 90,000 employees part time and full time?
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JDSoCal
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Aspiring oligarch
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Post by JDSoCal on Apr 6, 2015 16:37:22 GMT -8
Where is everybody? We are rocking today Sorry, I've been riding the subways and trains looking for rich Democrats like Al Gore and ask their opinion of the Watch, but I can't seem to find any. Apparently, they're all in limos and private jets. So I guess we can assume 50% margins on Watch?
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Post by rezonate on Apr 6, 2015 17:55:05 GMT -8
We haven't heard about Automator lately. I imagine a team of hardcore carryovers slowly getting moved into the basement like Milton in Office Space. The downfall was always the interface. I want Siri to gobble up that team, and make Automator useful. Hey Siri, set my keyboard brightness at 30% an hour before sunset and 70% an hour after sunrise. Hey Siri, keep my stereo volume 20db above cabin ambient, when I am the only passenger in the car. Hey Siri, alert me any time the garage door is still open after 9pm. Why not? The sensors are already there.
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bud777
fire starter
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Post by bud777 on Apr 6, 2015 18:50:58 GMT -8
I was talking with Gregg Thruman a while back and he came up with an interesting explanation of Apple's stock price. It was simple really, but I had completely missed it. His theory was that the institutions and really any smart investor decides the yield they want to get, then looks at the consensus for the stock 12 months out and calculates the NPV required to earn that yield. Right now the WS consensus for Apple is 140. At a 12% rate of return, they would buy at 125 but not higher. It is kind of obvious in retrospect, but somehow I never connected the dots. I don't know what IRR they expect, but I think 12% is a reasonable guess. I hope this eases the anxiety when everyone is saying 140 and we just sit at 125.
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Post by Red Shirted Ensign on Apr 6, 2015 20:39:42 GMT -8
I was talking with Gregg Thruman a while back and he came up with an interesting explanation of Apple's stock price. It was simple really, but I had completely missed it. His theory was that the institutions and really any smart investor decides the yield they want to get, then looks at the consensus for the stock 12 months out and calculates the NPV required to earn that yield. Right now the WS consensus for Apple is 140. At a 12% rate of return, they would buy at 125 but not higher. It is kind of obvious in retrospect, but somehow I never connected the dots. I don't know what IRR they expect, but I think 12% is a reasonable guess. I hope this eases the anxiety when everyone is saying 140 and we just sit at 125. I'm sorry, but I'm not following. By yield do you mean the dividend yield ( not likely) or instead it means were you to sell your shares yield would mean the net return between purchase price and sale price, presumably sale being a year out? A sale at 112 would "yield" a 12% return on a purchase at $100 a year before, net of dividends? This theory implies that a buy at 125 is good because it achieves an internal objective but a buy at 130 would not be, even if Apple were still to hit 140, because the intended " yield" would be too expensive to chase. This implies that other use of funds would return the anticipated annual "yield" if Apple would not. Cash won't do it so the money is put to work where? Would other stocks have a greater chance of achieving the 12% goal? If so, why sell them to buy Apple? If Apple's Wall Street estimate of 140 goes to 150, wouldn't I want to buy it sooner, so that my target is met more easily? I think this theory presumes money does not always seek the best opportunity as soon as it can but waits until an established institutional price is met somehow. I don't see price targets as an effective divisor in such cases...JMHO
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Mav
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Post by Mav on Apr 6, 2015 20:54:34 GMT -8
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bud777
fire starter
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Post by bud777 on Apr 6, 2015 21:53:58 GMT -8
I was talking with Gregg Thruman a while back and he came up with an interesting explanation of Apple's stock price. It was simple really, but I had completely missed it. His theory was that the institutions and really any smart investor decides the yield they want to get, then looks at the consensus for the stock 12 months out and calculates the NPV required to earn that yield. Right now the WS consensus for Apple is 140. At a 12% rate of return, they would buy at 125 but not higher. It is kind of obvious in retrospect, but somehow I never connected the dots. I don't know what IRR they expect, but I think 12% is a reasonable guess. I hope this eases the anxiety when everyone is saying 140 and we just sit at 125. I'm sorry, but I'm not following. By yield do you mean the dividend yield ( not likely) or instead it means were you to sell your shares yield would mean the net return between purchase price and sale price, presumably sale being a year out? A sale at 112 would "yield" a 12% return on a purchase at $100 a year before, net of dividends? This theory implies that a buy at 125 is good because it achieves an internal objective but a buy at 130 would not be, even if Apple were still to hit 140, because the intended " yield" would be too expensive to chase. This implies that other use of funds would return the anticipated annual "yield" if Apple would not. Cash won't do it so the money is put to work where? Would other stocks have a greater chance of achieving the 12% goal? If so, why sell them to buy Apple? If Apple's Wall Street estimate of 140 goes to 150, wouldn't I want to buy it sooner, so that my target is met more easily? I think this theory presumes money does not always seek the best opportunity as soon as it can but waits until an established institutional price is met somehow. I don't see price targets as an effective divisor in such cases...JMHO Red, I didn't do a very good job of explaining it, but you managed to make sense out of my attempt. The investor would put the money to work at 125 under the assumption that it would grow to 140 in a year. At 140 he would have earned 12% on his money. If the price was at 130 and the consensus was 140, he would pass on the investment because the anticipated return did not meet his investment criteria. I assume that in the latter case, the investor would look for a different investment that would yield 12%. If he already owned other stocks that had the right yield, I assume he would not sell them to buy Apple. This of course is not a strategy that would be followed by momentum traders or those trading based on TA. I just brought this up because I find myself growing impatient. When WS says the target is 140, my mind is saying, "See, damn it, now go to 140, NOW" It helped me to put the current price in context
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