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Post by rezonate on Apr 24, 2015 12:42:31 GMT -8
The black rubber band is the bottleneck (fact derived from many many global reports). Right now, somewhere in a Sumatran rubber farm, Tim Cook is lashing a rubber tree supply chain manager with a huge Milanese strap.
I'm heading out for some sea chanteys tonight, and a big glass of Revolutionary Ale. Cheers!
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Post by infohunter on Apr 24, 2015 13:54:13 GMT -8
Ok first report on my new 42mm Sport watch. Took 10 minutes to setup the Apple Watch with the App on the iPhone, very easy step by step instructions......well done Apple! I have not wore a watch in 20 years and the sport is very easy to live with. The band is very nice and the watch is unnoticeable weight wise. The first time I felt the taptic engine I thought it would be to lite and I would not always notice it, but after a few taps you think wow I always do notice it but it's not something alarming....very easy to live with. More to come......
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Mav
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Post by Mav on Apr 24, 2015 14:57:36 GMT -8
Cheers to the longs! Best of luck on Monday!
Current WAG - just platitudes on Apple Watch launch, no specifics. Wait 'til July.
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Post by nagrani on Apr 24, 2015 18:02:17 GMT -8
Cheers to the longs.
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Post by osx10 on Apr 24, 2015 18:05:03 GMT -8
Tom Brady skips White House ceremony with Obama and Pats, but has time to check out Apple Watch.
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Post by Red Shirted Ensign on Apr 24, 2015 22:46:15 GMT -8
Tom Brady skips White House ceremony with Obama and Pats, but has time to check out Apple Watch. Russell Wilson could have met the President AND checked out the Apple watch..( still mad about that second and one call). Congrats to everyone who got their incredible new devices! Rez, I finally found that picture. Meet me at Deep Space Nine for your fifteen minutes driving the Enterprise. Warning: the clutch is tricky at first.
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Mav
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Post by Mav on Apr 24, 2015 23:22:07 GMT -8
Apple's new Watch ads are awesome. Well worth watching. (Pun probably subconsciously intended.)
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Post by Red Shirted Ensign on Apr 25, 2015 0:55:04 GMT -8
Mercel's order came through.....but I told him not to buy from Amazon.
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Post by wildguess on Apr 25, 2015 1:39:20 GMT -8
UPS finally delivered my daughters sport watch at 7:00 last evening. It set up very easily. The little screen is very sharp. Now, I know how you feel Phoebes about not getting your watch yet and feeling like you are dealing with the soup nazi. I still won't get my watch for another few weeks. But here is another Seinfeld-ism. The watch is REAL and it is SPECTACULAR!
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Post by phoebear611 on Apr 25, 2015 3:16:43 GMT -8
Tom Brady skips White House ceremony with Obama and Pats, but has time to check out Apple Watch. Now I REALLY like him!
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Post by Lstream on Apr 25, 2015 5:15:25 GMT -8
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Post by artman1033 on Apr 25, 2015 7:04:29 GMT -8
Mesos Powers Data Center Backend for Apple’s Siri www.datacenterknowledge.com/archives/2015/04/24/cluster-management-software-mesos-powers-apples-siri/Offering an extremely rare behind-the-scenes glimpse at the backend that powers Apple’s services, the company’s engineers recently revealed that Siri, its natural-language-based interface, runs on thousands of servers managed by a system based on Apache Mesos. Mesos is a popular open source software for large-scale cluster management. Its most widely known deployment is at Twitter data centers, where the use of Mesos is credited with being one of the things that made Fail Whale, the page that signaled a Twitter outage and used to appear quite frequently, a thing of the past.
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Post by artman1033 on Apr 25, 2015 7:16:06 GMT -8
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Post by tuffett on Apr 25, 2015 8:05:57 GMT -8
Quick review of my 42mm Space Grey Sport (rez, I'll post this in your thread as well):
Build quality and feel is fantastic. I haven't worn a watch in over a decade and it feels like nothing is on my wrist. The sport band is super comfortable and the watch looks better than expected on my wrist. A lot of people mentioned that changing out the bands isn't as easy as Apple made it seem. I don't know what they were smoking, but it really is dead easy. Brilliant and obvious, just like the best Apple innovations. It's a wonder that watches have been around for centuries but it takes Apple to design a proper band swapping mechanism. The number of industries Apple can disrupt with their obvious brilliance is limitless, if you think about it.
I already love the fitness tracking, and I can definitely see it keeping someone motivated to keep a healthy and active lifestyle. But this kind of feature cannot truly be judged on Day 1. This is just the start - I can only imagine what's coming down the pipeline in future software/hardware upgrades.
I haven't used the watch while the market is open yet, but I already can't wait to view the AAPL quote with the flick of a wrist instead of having to take out my phone dozens of times per day (especially at work, where it doesn't necessarily look good that I'm seemingly always looking at my phone).
Haven't played around with too many apps yet, but the 3rd party apps do take a long time to load. Definitely an area for improvement.
Battery life so far is excellent. Today will be my first full day of use so we'll see how it fares. The one downside is that it does take a long time to charge. I was hoping to sleep with the watch on (if and when a sleep tacking app is made) and do a quick charge in the morning while I'm getting ready for work. Looks like that won't really be possible given the long charging times. A minor quibble, and I guess I can always get a second charger for my office.
All in all, I believe this is the best 1st gen device Apple has ever made. Within 5 minutes, I realized that I will be wearing a smartwatch for the rest of my life (unless/until something else supersedes it). The number of things you can do with this far surpass the first iPod, iPhone and iPad. I'm actually wondering if Apple will extend the launch cycle of the Watch to 2 years. It's a fantastic device already perfectly capable of giving two years of use. A lot of people are on the fence about spending so much money on a product that is updated yearly - I think a longer cycle might increase the perceived value of the Watch. And obviously, the hardware jumps will be much greater when they do happen. With a 2 year cycle, people will be upgrading every 2 or 4 years, which I think is a good sweet spot for this kind of device. Just a thought...
Conclusion: Apple has a hit on their hands. There aren't many things I've been surer of. People are going to want this.
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chinacat
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AAPL Long since 2006
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Post by chinacat on Apr 25, 2015 10:12:05 GMT -8
Via a reference from John Gruber, here is a video of an appearance by Jony Ive and Marc Newson at the Conde Nast International Luxury Conference. Jony does almost all the talking, and it is interesting to to hear him speaking ad hoc, rather than the sound bites we usually get in Apple product videos. One surprise is that the interviewer brings up the issue of "upgradeability" fairly early on, and Jony kind of ducks the question by tying it to software; folks here certainly understand that the capability of the hardware puts pretty firm limits on how powerful the software can be.
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Post by electrobuzz on Apr 25, 2015 10:16:36 GMT -8
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Post by Deleted on Apr 25, 2015 11:32:40 GMT -8
Mercel's order came through.....but I told him not to buy from Amazon. It beats a naked wrist, thanks to my Watch order in processing purgatory. Everyone is asking how I like it and I tell them I wouldn't know, except to tell them Angie's doing such a fabulous job I'm not thinking about anything else. Note to self: Begin dating Beyoncé so I'm treated like Apple royalty.
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JDSoCal
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Post by JDSoCal on Apr 25, 2015 11:34:53 GMT -8
Russell Wilson could have met the President AND checked out the Apple watch..( still mad about that second and one call). Wilson would have tossed Obama his Watch to look at from three feet away, but the Secret Service would have stepped in front of Obama and intercepted it.
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JDSoCal
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Post by JDSoCal on Apr 25, 2015 11:52:22 GMT -8
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JDSoCal
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Post by JDSoCal on Apr 25, 2015 15:23:36 GMT -8
Breaking FUD alert! OMG market cap!!!! Apple Won’t Always Rule. Just Look at IBM.Someone needs to tell this dumb bunny the share price multiplied by the number of shares DOES NOT EQUAL the size of the company. Just fucking dumb. And of course IBM flailing - after like 60 years of dominating - had nothing to do with its fucking market cap. A restructured, divested IBM still has like 6 times the employees Apple does. And Apple has dominated like IBM did for how long? Is Apple even at that point yet? If so, maybe it has been for 4 years. F-ing NY Times, this is what happens when Theater Arts majors cover business topics.
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Ted
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Post by Ted on Apr 25, 2015 19:13:22 GMT -8
Breaking FUD alert! OMG market cap!!!! Apple Won’t Always Rule. Just Look at IBM.Someone needs to tell this dumb bunny the share price multiplied by the number of shares DOES NOT EQUAL the size of the company. Just fucking dumb. And of course IBM flailing - after like 60 years of dominating - had nothing to do with its fucking market cap. A restructured, divested IBM still has like 6 times the employees Apple does. And Apple has dominated like IBM did for how long? Is Apple even at that point yet? If so, maybe it has been for 4 years. F-ing NY Times, this is what happens when Theater Arts majors cover business topics. Yup, totally bogus article by the Times. The bigger they are, the harder they fall: such clever logic!
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Post by tuffett on Apr 25, 2015 22:07:40 GMT -8
Just finishing up about a 15 hour day with the watch. Battery life is at 56%. Granted, I haven't used it all that much - checking the time here and there, glancing and occasionally responding to notifications, viewing activity data. But that is pretty much how I expect to use it on a daily basis. Battery life is more than adequate for me.
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Post by Deleted on Apr 26, 2015 11:11:41 GMT -8
In the FWIW and WAG departments, I like Deagol's #s best, as they best align with my own. He's 2 cents higher than my WAG but certainly Apple has room to beat with 60B+ iPhones sold. FOREX and iPad are good candidates for WS FUD topics.
25% - 35% EPS growth YOY seems like a safe bet but but how much WS wants is an open question. We can dream if WS were to treat AAPL's results anywhere near as positive it did the ho-hum reports of GOOG, AMZN and MSFT. As I said, we can dream.
Wild cards are: 1. Guidance 2. BuyBack 3. Dividend 4. Watch commentary (no #s, I'd wager).
Good luck everyone.
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Post by rob_london on Apr 26, 2015 11:17:19 GMT -8
AAPL may be close to its ATH but I'm sure all AFB members know that it is still undervalued. Its free cash flow yield of 7.87% compares very favourably with the median FCF yield of c.4.2% for non-financial stocks in the S&P 500, a 10 year Treasury yield of 1.91% and virtually 0% in a current account. I know where I wish to put my money.
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Deleted
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Post by Deleted on Apr 26, 2015 11:33:43 GMT -8
Institutions own AAPL at 61%, which is low relative to lesser companies. Is this a reflection that they're near a limit on how much they can own AAPL? Given charters restricting concentration, does AAPL's upside depend more on retail money than other companies? I don't have an answer to this.
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Post by rob_london on Apr 26, 2015 11:48:49 GMT -8
China Mobile released their March operational data a few days ago. They have added more than 140 million 4G customers to their network in the past 12 months, 53 million in the last three months alone....
I wish CM released data on the iOS share.
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Post by Deleted on Apr 26, 2015 12:08:06 GMT -8
Yep. I updated my projection of iOS share earlier this morning but it's a WAG. Now if one assumes CM added 14M iPhone to Apple's total in the December quarter, Apple had 20% growth YOY from everywhere else. Here's an exercise: Take 43.719M iPhones from March quarter of a year ago and tack on another 15M from CM's estimated March '15 contribution and you get my WAG of 59M iPhones. However, this number excludes upside from iPhone's growth in other markets (again, which I estimate as 20% in the December quarter). If sales growth in other markets continued through the March 2015 quarter, it could potentially bump my 59M iPhone WAG higher -- and well above Apple's # at the high end of its revenue guidance.
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Post by rob_london on Apr 26, 2015 12:30:19 GMT -8
Some WS analysts were conservatively modelling ~20 million new iPhone users to the China Mobile network in CY14.
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Deleted
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Post by Deleted on Apr 26, 2015 12:53:47 GMT -8
As compared to my WAG of 26M, that would be conservative. The early adopters probably choose the high end iPhone, so I'd expect the percentage of iOS' share to moderate over time, particularly as the copycats play catch up. On the other hand, Apple may have longer legs since it's probably the most cost-effective means toward attaining status in China as opposed to a M-Benz luxobarge.
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Deleted
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Post by Deleted on Apr 26, 2015 15:09:36 GMT -8
Perhaps on the conference call, Tim can earn AAPL an "AMZN moment" by talking about the potential of Apple's cloud business, the number of naked wrists on planet Earth and the # of credit cards still to be integrated into Apple Pay.
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