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Post by nagrani on Aug 23, 2015 12:59:45 GMT -8
Dollar is stronger so GM should be better from that perspective because they can purchase components cheaper
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Post by rickag on Aug 23, 2015 13:50:25 GMT -8
I think you might want to check your assumption about S generation margins not being better, unless Apple throws in one hell of an upgrade You could be right. The S generation margins should be better. However, I am comparing the of increase in margins from the step up from the 5S to the 6 & 6+ opposed to the step up from the 6 & 6+ to the 6S & 6S+. The 6+ @ $100 more may have leveraged margins up, it certainly increased the average selling price. And the gap in memory drove up margins over the previous 5S, driving adoption of more of the higher memory models. Both of those advantages don't exist for the 6S & 6S+ over the previous models.
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Post by rickag on Aug 23, 2015 13:59:46 GMT -8
Just thought I'd add, what I am looking at is the 1st FQ 15 revenues went up 36-37% but eps went up 47%. Comparing those %'s the eps went up about 30% more than revenue, I don't expect this to repeat this coming 1st FQ 16.
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Post by phoebear611 on Aug 23, 2015 14:16:32 GMT -8
I'm reading on another blog that stock markets in the petrodollar-dependent Persian Gulf tumbled Sunday to multimonth lows, spooked by sharply lower oil prices and a global equities selloff on growing concerns about China's economy. Saudi Arabia finished 7% lower as did Dubai stocks. In the meantime it looks like CNBC is going to have some type of special programming tonight due to the market conditions. Does anyone recall if the last time they did that was the absolute low in the market? Are we having fun yet?
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Post by osx10 on Aug 23, 2015 14:57:52 GMT -8
Fox Business also doing a special broadcast tonight at 9 Eastern.
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Post by firestorm on Aug 23, 2015 15:40:14 GMT -8
The big question is whether the markets will tumble another 25% (or whatever), in which case we should all sell everything immediately, thus making it worse collectively but better individually. I'm at least hoping for a dead cougar bounce, but not expecting at all that we're at the bottom.
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Post by nathanstevens on Aug 23, 2015 15:43:52 GMT -8
I'm considering a media fast. Fast would break on or about September 9th.
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Post by macster on Aug 23, 2015 16:01:55 GMT -8
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Post by nagrani on Aug 23, 2015 16:52:29 GMT -8
Let's pool the crew here: What do you think happens tomorrow? I say apple opens down red and closes green.
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Post by phoebear611 on Aug 23, 2015 17:15:35 GMT -8
Let's pool the crew here: What do you think happens tomorrow? I say apple opens down red and closes green. Well I happen to agree with you
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Post by firestorm on Aug 23, 2015 17:52:31 GMT -8
Let's pool the crew here: What do you think happens tomorrow? I say apple opens down red and closes green. I agree.
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Post by nagrani on Aug 23, 2015 18:23:36 GMT -8
I'm not eating Chinese food for at least a year
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Post by archibaldtuttle on Aug 23, 2015 18:25:34 GMT -8
I say we go sub 100 tomorrow. Doesn't make any sense, but neither does 105.
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Post by sponge on Aug 23, 2015 18:33:58 GMT -8
We drop 3% and then 1% on Tuesday before we start to recover.
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Post by mace on Aug 23, 2015 18:55:27 GMT -8
We drop 3% and then 1% on Tuesday before we start to recover. 3% only? Hard to believe. Should be near $100.
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Post by nagrani on Aug 23, 2015 19:01:14 GMT -8
Mace - what's your near term outlook?
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Post by archibaldtuttle on Aug 23, 2015 19:34:48 GMT -8
Futures crashing big time. Nasdaq -3%, looks like just as bad as Friday.
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Post by gtrplyr on Aug 23, 2015 19:54:56 GMT -8
Asia is reacting to the U.S. market last Friday .... of course this could easily spark another large selloff here as well but I'm hoping things will stabilize by open .... Good luck to all ..... Maybe Tim could help us out with an early invite ? I'll take anything at this point
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Post by archibaldtuttle on Aug 23, 2015 20:01:28 GMT -8
Feels like the start of 2008...
Market crashes seem to happen every 7-10 years or so, we are due for one...
'87, 1990, 2000, 2008, 2015?
In 2008, Apple was firing on all cylinders and still the stock tanked because the rest of the market dragged it down.
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Post by Red Shirted Ensign on Aug 23, 2015 20:14:52 GMT -8
Down tomorrow. Reverse on tuesday
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Post by gtrplyr on Aug 23, 2015 20:18:41 GMT -8
Was just looking at the Shanghai index ... it just crossed into negative territory for the year . Also did not realize how much it went up as well this year .... it was due for a fall , unfortunately it bit it right in our path . The economy in the U.S. seems to be doing very well on many fronts .... this is temporary and fear driven ... I'm gonna sit tight and hold on for the ride.
Cheers to the longs
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Post by archibaldtuttle on Aug 23, 2015 20:19:21 GMT -8
Even if we hit the lows this week, it could easily take 4-6 months to bottom and regain the 120 range...
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Post by sponge on Aug 23, 2015 20:54:53 GMT -8
Even if we hit the lows this week, it could easily take 4-6 months to bottom and regain the 120 range... It took us 10 months to hit bottom from Oct 2014. It is only up from this week on.
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Post by archibaldtuttle on Aug 23, 2015 21:21:40 GMT -8
Watching the futures... Nasdaq 4.3% down. At this rate AAPL could even open below 100...
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Post by chasmac on Aug 24, 2015 2:48:45 GMT -8
Wonder when the sheep analysts will start throwing out downgrades...
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Post by 2centsplus on Aug 24, 2015 3:16:14 GMT -8
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