Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Sept 2, 2015 2:19:16 GMT -8
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Sept 2, 2015 4:38:31 GMT -8
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Sept 2, 2015 4:50:45 GMT -8
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Sept 2, 2015 4:55:36 GMT -8
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Post by rickag on Sept 2, 2015 5:29:41 GMT -8
Yikes AAPL up to $110.11. +$2.39 in premarket
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Post by rickag on Sept 2, 2015 5:39:31 GMT -8
I posted this over at Braeburn, haven't seen anyone mention the Google actions I expect the FUD to get much worse. On top of the irrational journalists and unmerciful hedge funds, now Apple represents a threat to ad based (read click bait) journalism with the introduction of ad blocking for mobile devices. They ignore the fact that their beloved Android OS has allowed ad blocking 3rd party software for quite some time. The Reuters, Forbes, Bloombergs, Business Insiders, Seeking Alphas of the world will turn from being click bait sites to wounded curs seeking revenge. I expect the FUD to get much worse. On top of the irrational journalists and unmerciful hedge funds, now Apple represents a threat to ad based (read click bait) journalism with the introduction of ad blocking for mobile devices. They ignore the fact that their beloved Android OS has allowed ad blocking 3rd party software for quite some time. The Reuters, Forbes, Bloombergs, Business Insiders, Seeking Alphas of the world will turn from being click bait sites to wounded curs seeking revenge. As if on que, the very next site I went to was Google Move Signals the Death of Hated Flash AdvertisingThe link is to a Yahoo Finance article and unfortunately, the friggin ad begins immediately preceding the video. Still aways to go to make advertising palatable.
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Post by rickag on Sept 2, 2015 6:22:19 GMT -8
I have been shopping for one of these:
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Post by artman1033 on Sept 2, 2015 6:52:04 GMT -8
CAN I HAVE YOUR ATTENTION PLEASE? the Dungeon was designed for political talk. if this fella or ANYONE else brings up a political topic in the intraday thread, YOU could be a BIG person and respond to him with a PM. Let's be civil in the intraday thread!
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Post by aaplcrazie on Sept 2, 2015 6:59:20 GMT -8
I think Sponge may get his wish! Over at macrumors.com they are saying that Siri Universal Search will be the "Cornerstone" of the new Tv
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Post by gtrplyr on Sept 2, 2015 7:02:18 GMT -8
Are we expecting a new OS for the watch on Sept 9th ? I know they announced it a few months ago but left the release date as sometime in the Fall ....
What say you ?
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4aapl
Moderator
Posts: 3,651
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Post by 4aapl on Sept 2, 2015 7:05:16 GMT -8
Are we expecting a new OS for the watch on Sept 9th ? I know they announced it a few months ago but left the release date as sometime in the Fall .... What say you ? I expect a new iOS for the iPhone to be announced, and released within a week or so, before the new iPhones come out. I think that's been the standard for years now. Due to that, I'd expect other things that use the iOS to also get iOS updates. I haven't kept track, does the watch use a variant of that?
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Post by artman1033 on Sept 2, 2015 7:19:36 GMT -8
watch out below!!! NFLX: In addition to being affected by the market's volatility, Netflix shares are getting hit hard in the stock market today as competition in the streaming space heats up. Variety reported late Monday that Apple has had early Hollywood talks about making original content to go along with its not-yet-announced streaming service. It's not apparent whether Apple would develop movies and/or TV shows, create an in-house studio or work with outside production companies, like Netflix. Netflix gapped down in fast trade, falling back below its 50-day moving average. It's on track for its third straight session of losses. Shares are now about 18% below their all-time high of 129.29 reached on August 5. (from yahoo.IBD) finance.yahoo.com/q?s=NFLXNOTE: NFLX has a P/E OF 231
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Post by sponge on Sept 2, 2015 7:33:59 GMT -8
I think Sponge may get his wish! Over at macrumors.com they are saying that Siri Universal Search will be the "Cornerstone" of the new Tv That would be a great start, assuming we know what we want to watch. Unless we can ask Siri for suggestions based on mood. The $149 price is good news as well. Apple will make some huge strides in subscriptions once their original content is released. The moat is being build very slowly. It is a nice size now, but will become much much bigger in the next 7 years. When the Apple Car gets released there will be enough rich folks in the Apple Castle to really move the needle. In the mean time, I am curious to see how high we go from here in one week. My prediction is 115.
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Post by archibaldtuttle on Sept 2, 2015 8:24:35 GMT -8
How can MSFT have a PE of 29 and AAPL be stuck at 13? I'll never understand it.
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4aapl
Moderator
Posts: 3,651
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Post by 4aapl on Sept 2, 2015 8:35:59 GMT -8
watch out below!!! NFLX: In addition to being affected by the market's volatility, Netflix shares are getting hit hard in the stock market today as competition in the streaming space heats up. Variety reported late Monday that Apple has had early Hollywood talks about making original content to go along with its not-yet-announced streaming service. It's not apparent whether Apple would develop movies and/or TV shows, create an in-house studio or work with outside production companies, like Netflix. Netflix gapped down in fast trade, falling back below its 50-day moving average. It's on track for its third straight session of losses. Shares are now about 18% below their all-time high of 129.29 reached on August 5. (from yahoo.IBD) NOTE: NFLX has a P/E OF 231 AFAIK, netflix has always been a momentum stock. And since the stock price is based on the whims of it's momo investors instead of fundamentals (IMO....maybe there's something there, they are profitable at least, but a P/E of 227 just isn't in my range of it making any sense), it moves around a lot more. That said, if I could get in my DeLorean and change trading of just one day, one that I remember that would really move the needle would be to go back to the AAPL high in 2012, sell it, and buy NFLX. Netflix was knocked down then for one of it's many fumbles over the last 5 years, but tripled off of that. The followup of at some non-exact point getting out of NFLX and back in to AAPL within 50 points of the low.....well, I'd probably be at the point where I didn't care about CA or Hawaii taxes anymore in the least. At some point you need to realize that some of these stocks are just a whole different thing that AAPL, and are pretty irrelevant. Just as AAPL back at a P/E of 60, or even 30-40, was a whole different beast. It might be the same company in some ways, but a lot has changed too. And though it's hard to say, as an investment AAPL is a lot closer to MSFT from 15 years ago, having a huge recurring revenue stream from a main product. There's lots of differences....Apple isn't trying to swallow larger companies and is trying to do a lot of organic product growth (along with purchasing some smaller companies). And I think they are a lot more user focused. But that's the thing, that Apple needs to keep at the forefront. Imagine if suddenly everyone didn't need a phone, as all of the usability was in a watch. Add an earpiece for talking. And add some other innovation to give the screen a larger field of view. Apple has to keep at least an eye on a watch or glasses or whatnot, just so that the iPhone doesn't get skipped on by at some point. I'm not a huge fan of MSFT, and not a big gamer, but them getting into the XBOX is one aspect where they had some competition (gaming box vs high end PC gaming setup) and went for it. I think Apple is doing a lot of innovation, and has always looked into a variety of things. Sometimes it was too early, like the eMate and Newton, or the MacTV or original Apple TV set-top box. I hope that if that ever changes for the negative, that I see it before the market as a whole does.
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Post by sponge on Sept 2, 2015 8:36:16 GMT -8
How can MSFT have a PE of 29 and AAPL be stuck at 13? I'll never understand it. MSFT has maintained at least 85% market share of PC for 30 years. Apple has 20% of smartphones for only 3 years after having 70% 6 years ago. WS does not have much faith those numbers will change in the next 10 years. I think MSFT will continue to dominate PC market for decades.
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4aapl
Moderator
Posts: 3,651
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Post by 4aapl on Sept 2, 2015 8:54:25 GMT -8
How can MSFT have a PE of 29 and AAPL be stuck at 13? I'll never understand it. A different beast. Think of it as 3 college classes of intro to calculus. Even if they use the same text, and the same tests, if they are each graded on a curve they could be completely different. Maybe a 89% in one class gets an A, but in another class someone down at 78% gets an A. "That's no fair!!!" So be it AFAIK microsoft still has a monopoly, whether by legal definition or not, of the desktop OS space and the desktop productivity suite space. There's more choices, and their marketshare is lower, than a decade ago. But they still have a cash cow. And they still have the power that they should be able to leverage into something if they play their cards right. It has't worked too well for tablets or phones, IMO. But what if they bought out Adobe, or something else that is closer to their sphere of influence. They have the resources to build it, but they seem to like buying it instead. Apple is a big boy now, and it takes a lot to move the needle. iPhones are increasing, but if instead they were declining by 10%, it would take a lot of big increases in smaller areas to cover that and contribute to make growth. It might not be fair, but when has it ever been. Reframe your expectations and rules of the game. AAPL is not a momentum stock anymore. And AAPL no longer behaves just like a tech stock either, instead rather a mix of a tech stock and something much more boring but slightly more predictable. It's not set in it's ways like a big oil company (though they've moved a lot in the last year), but it's much less volatile in the last year than many of the mi-sized tech companies out there, for better and for worse.
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Post by hledgard on Sept 2, 2015 9:22:49 GMT -8
How can MSFT have a PE of 29 and AAPL be stuck at 13? I'll never understand it. MSFT has maintained at least 85% market share of PC for 30 years. Apple has 20% of smartphones for only 3 years after having 70% 6 years ago. WS does not have much faith those numbers will change in the next 10 years. I think MSFT will continue to dominate PC market for decades. I think their initial foray many yeasrs go was good fortune, having an operating system at the right time. Now, their lock is not on the individual, but the government. Governments are heavily tied to MSFT software, and it is hard to disengage, hence the 85%.
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Post by sponge on Sept 2, 2015 10:11:42 GMT -8
My daughter started freshman year high school. I had to buy a $45 textbook on introduction to MS Office.
We have a long way to go before we break the Microsoft monopoly
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JDSoCal
Member
Aspiring oligarch
Posts: 4,186
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Post by JDSoCal on Sept 2, 2015 10:49:16 GMT -8
This is exactly why I've always scoffed at NFLX; it just seemed so obvious to anyone with a three-digit IQ that the barriers to entry are so low, especially with cloud services essentially being non-profits. Ironically, it never really clicked in my head that it might be Apple doing the ultimate disrupting in that space (if anything, I was looking at Apple TV as hardware, rather than a disruptor on the content side of things). A read a dopey article yesterday (NYT I think) that bemoaned that streaming isn't some new exciting thing so = Apple fail. Uh, mobile phones weren't new or novel in 2007...better mouse trap, dumb bunnies. Maybe we need a better dumb bunny trap?
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Post by CdnPhoto on Sept 2, 2015 12:08:27 GMT -8
Got back almost all the gains lost from yesterday's crazy drop.
Am I the only one getting seasick from this up and down motion?
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4aapl
Moderator
Posts: 3,651
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Post by 4aapl on Sept 2, 2015 12:24:03 GMT -8
Am I the only one getting seasick from this up and down motion? I'm thinking that previous pic was of a neck brace, and not a bumbo...so I guess not. I wasn't ready for it, but I'm trying to take some advantage of this drop. While Ken Fisher's favorite predictor the LEI (predicted 27 of the last 9 recessions, or some such statistic) did post a slight drop last month, most all things point to continued economic success for the country. There's some uncertainty out there, things like China, the Korea's, and then of course we're getting into the political season (just had a good general discussion with a 18 year old lifeguard who'd like to get into politics longer term, and basically we both agreed that the extremes are too extreme). There's several big unknowns out there. But IMO they are somewhat minor while the economy is continuing to move forward (maybe not at a record high pace, but not a record low pace either, just plodding along and growing, like one might expect in the middle of a cycle). Anyway, I really should have bought more last week, so I'm getting in more. Looks like I have a little more AAPL spreads already on the table than I thought, that are currently mostly down a little, and a small amount of those are Oct 115-130's.....so I held off on AAPL today. Instead, I added some SPX.X June '16 1900-2050's at 78.5 to the straight SPY Jan '16's at 11.01 I bought yesterday. I also tried to nab a few AAPL Jan '17 110-150's for up to 12.75 in a Roth, but missed out. I'll likely try again tomorrow.
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Post by mace on Sept 2, 2015 12:30:09 GMT -8
My daughter started freshman year high school. I had to buy a $45 textbook on introduction to MS Office. We have a long way to go before we break the Microsoft monopoly MSOffice is as difficult to break as the QWERTY keyboard.
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Post by mace on Sept 2, 2015 12:31:55 GMT -8
Got back almost all the gains lost from yesterday's crazy drop. Am I the only one getting seasick from this up and down motion? Seasick might be over soon if AAPL can climb above $115 tomorrow or Friday, above $118 next week is likely to mean rally has resumed. If not, learn to surf
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Post by deasys on Sept 2, 2015 14:28:00 GMT -8
Apple has 20% of smartphones for only 3 years after having 70% 6 years ago. Citation please. As far as I know, Apple's smartphone market share started at zero and has never been higher than it is right now. Perhaps, but it's a declining market.
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Post by deasys on Sept 2, 2015 14:31:07 GMT -8
My daughter started freshman year high school. I had to buy a $45 textbook on introduction to MS Office. Yet another institution that doesn't have a clue, still stuck in the 20th century…
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Post by rickag on Sept 2, 2015 15:01:00 GMT -8
Apple has 20% of smartphones for only 3 years after having 70% 6 years ago. Citation please. As far as I know, Apple's smartphone market share started at zero and has never been higher than it is right now. Perhaps, but it's a declining market. I think the assumption is that the first iPhone was one of the first really true smartphones. Since it was tied to ATT the knockoffs grew rapidly. But this point could be argued endlessly and offer little in return.
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Post by deasys on Sept 2, 2015 16:21:40 GMT -8
Citation please. As far as I know, Apple's smartphone market share started at zero and has never been higher than it is right now. Perhaps, but it's a declining market. I think the assumption is that the first iPhone was one of the first really true smartphones. Since it was tied to ATT the knockoffs grew rapidly. But this point could be argued endlessly and offer little in return. There were plenty of (dumb) smartphones prior to the iPhone including the famous Blackberry. I reacted to the sponge's assertion that WS believes the iPhone's market share has declined and will not grow again. If this is the case, either the sponge or WS (or both) is horribly wrong on both counts…
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Post by chasmac on Sept 2, 2015 19:47:03 GMT -8
So if Siri can do searches for programs via the new Apple TV, won't that necessitate leaving out other sources (cable)? If not, how would Siri know what's on cable and on what channel. How would you overcome the obstacle of having to change inputs on the TV? I'm guessing that it's Apple TV only but will require a lot more channels/decent subscription model to make it work. I still think it's going to be years before sports fans can cut the cord unless you want to spend a fortune.
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JDSoCal
Member
Aspiring oligarch
Posts: 4,186
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Post by JDSoCal on Sept 2, 2015 22:52:42 GMT -8
My daughter started freshman year high school. I had to buy a $45 textbook on introduction to MS Office. Yet another institution that doesn't have a clue, still stuck in the 20th century… Yep, it's the monopoly in public education, not office suites, that's likely the problem in this case. After that LAUSD iPad disaster, I'm not sure if that space is even worth the hassle.
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