Since84
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To infinity and beyond!
Posts: 3,933
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Post by Since84 on Sept 3, 2015 2:34:55 GMT -8
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Post by qualitywte on Sept 3, 2015 3:14:36 GMT -8
Up another 4% today please!
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Post by nathanstevens on Sept 3, 2015 4:59:05 GMT -8
That was the first thought I had when I saw that headline.
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Post by artman1033 on Sept 3, 2015 6:31:56 GMT -8
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Sept 3, 2015 6:35:46 GMT -8
Barron's FUD Expect A ‘Brilliantly Underwhelming’ Event From Apple: Oppenheimer. By Teresa Rivas Apple (AAPL) is hosting an event next Wednesday, Sept. 9, which, per usual, will be well covered and parsed by fans and investors. Just don’t expect too much excitement, says Oppenheimer’s Andrew Uerkwitz and Martin Yang. The pair reiterated their Outperform rating and $155 price target on the stock, and believe that that at the event, Apple will debut an upgraded iPhone and AppleTV, as well as showcase new iOS features “with a focus on Force Touch and contextual awareness.” They believe that the event will be “underwhelming” and expect that “investors and customers may find the launch event disappointing and ultimately losing its appeal.” Nonetheless, they emphasis that this take shouldn’t be confused for less confidence in Apple’s ecosystem. Quite the opposite. A disappointing event wouldn’t necessarily be a negative indication of Apple’s consumer reception or competitive position, and in fact, they note, many of the “seemingly disappointing announcements,” will actually have served to strengthen Apple’s ecosystem advantage further. Highlights from the note: Next Gen iPhone (iPhone 6s): we expect image sensors to be the brightest spot among all upcoming hardware improvements, which include pressure sensing (Force Touch), faster and more power efficient processors, larger memory, faster fingerprint reader, and a more durable aluminum body. Apple TV: aside from stronger raw computing power, we expect the most notable Apple TV upgrades to appear on the operating system and content. We believe Apple is likely to open up the OS on the device to allow users to install more third-party apps (possibly games). We expect a CY1Q16 launch. iOS 9: we expect a public release of iOS 9 later in September, around the iPhone 6s launch. Aside from the subtle design changes, we believe Apple management will go into further details on the integration of Force Touch on the new OS. Also, we believe contextual awareness improvements will be another focal point of the upgrade. Muted Excitement for iPhone Launch: we believe that the Apple September launch event will gradually lose its “sizzle” until a new device category is introduced. Given Apple’s widening advantage in hardware and app ecosystem, we expect Apple’s developer conference (WWDC) to have a greater impact on future outlooks. Apple shares were trading down 0.7% at recent check.
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Sept 3, 2015 6:38:11 GMT -8
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4aapl
Moderator
Posts: 3,651
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Post by 4aapl on Sept 3, 2015 6:51:00 GMT -8
Barron's FUD Expect A ‘Brilliantly Underwhelming’ Event From Apple: Oppenheimer. ... Just don’t expect too much excitement, says Oppenheimer’s Andrew Uerkwitz and Martin Yang. The pair reiterated their Outperform rating and $155 price target on the stock, and believe that that at the event, Apple will debut an upgraded iPhone and AppleTV, as well as showcase new iOS features “with a focus on Force Touch and contextual awareness.” They believe that the event will be “underwhelming” and expect that “investors and customers may find the launch event disappointing and ultimately losing its appeal.” Nonetheless, they emphasis that this take shouldn’t be confused for less confidence in Apple’s ecosystem. Quite the opposite. A disappointing event wouldn’t necessarily be a negative indication of Apple’s consumer reception or competitive position, and in fact, they note, many of the “seemingly disappointing announcements,” will actually have served to strengthen Apple’s ecosystem advantage further. Or it's the classic "Underpromise, and over deliver" Attempting to counter the "Buy on rumor, sell on news" A positive cross on the two is unlikely, so we just don't want to see that negative cross of the two sayings, of "Underpromise, and sell on news". After all, "Two wrongs don't make a right"
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Post by phoebear611 on Sept 3, 2015 7:15:31 GMT -8
Discussion including Jon Fortt on CNBC wrt Apple Music. Said he wasn't going to do anything once his 3 month trial was up. It's not worth the $120 per year for the occasional song he may hear. He enjoys his music library and his Pandora but more importantly the interface with iTunes has sucked so much and he doesn't understand how Apple hasn't put a bunch of resources on this. Apple has said it's a work in progress but it is pretty bad...as per Mr. Fortt. But hell - I didn't need him to tell me that. I plan on cancelling as well. WTF is going on over there. It's like Tony Soprano told his underlings, "I hate you for having to make me have this conversation with you!" ugh
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Post by sponge on Sept 3, 2015 7:21:26 GMT -8
It feels like the Twilight zone. We are seeing a great deal of negative opinions regarding Apple future prospects for the iPhone.
Tony of the tool actually believes the iPhone sales will go down next year. And the list goes on.
October earnings and the next 3, will be very enjoyable. TC said iPhone sales are accelerating with only two months to go before a new model. What does that tell you all about the popularity of the iPhone?
Wait until we add good numbers for all of our other hit products and services.
The stock may go down regardless, but Apple will just keep buying back at a discount.
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Post by hledgard on Sept 3, 2015 7:51:22 GMT -8
Discussion including Jon Fortt on CNBC wrt Apple Music. Said he wasn't going to do anything once his 3 month trial was up. It's not worth the $120 per year for the occasional song he may hear. He enjoys his music library and his Pandora but more importantly the interface with iTunes has sucked so much and he doesn't understand how Apple hasn't put a bunch of resources on this. Apple has said it's a work in progress but it is pretty bad...as per Mr. Fortt. But hell - I didn't need him to tell me that. I plan on cancelling as well. WTF is going on over there. It's like Tony Soprano told his underlings, "I hate you for having to make me have this conversation with you!" ugh I wish Apple would pay heed here. Apple Music could be really good. iTunes and Apple Music interface are sad days for Apple and its promise of good HCI.
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Post by gtrplyr on Sept 3, 2015 8:47:51 GMT -8
CNBC just had Dan Niles on. In a nutshell ... he said Apple "missed" iPhone sales last quarter and the China market was "ripping" ... now that China has imploded, somewhat, he expects Apple to struggle . Apple once again treated like a "growth" stock when it trades at a 9-10 multiple .... pure stupidity. As far as Apple Music goes ... yes the UI is frustrating as hell .... Why they spent 3Billion on Beats and didn't buy Spotify is beyond me. I guess they can't get them all right and have done a pretty good job so far but Apple is really struggling when it comes to services , they have all the money in the world so I hope they recruit some talent in that area as it really is the missing part of the equation in the Ecosystem. Actually considering liquidating our IRA's of Apple and putting it to work somewhere else (TSLA, SBUX, BAC ) It's getting very tiresome to watch this stock get no respect and after a while we all look like idiots screaming about PE and fundamentals when it's clear the market does not care.
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Post by rob_london on Sept 3, 2015 9:02:39 GMT -8
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Mav
Member
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Post by Mav on Sept 3, 2015 11:14:56 GMT -8
Bullish super-reversal pattern still in play, but hey, pick your theory until Apple actually breaks out of this descending channel whatever.
Yeah yeah technicals are BS crowd can just read my tinfoil fundamentals posts instead or just ignore me entirely heheh Mercel
I'm not expecting any AAPL "resolution" until after next week's special event. Meanwhile, I'm still waiting to get my preorder in for that 128GB iPhone 6S...
(Continue to assume that the "BWDIK" is silent.)
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Post by chasmac on Sept 3, 2015 12:13:09 GMT -8
Mav, what's your Jan 2017 TTM guestimate? Assume 10-20% growth. Just curious...
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Post by artman1033 on Sept 3, 2015 12:28:46 GMT -8
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Post by hledgard on Sept 3, 2015 12:42:07 GMT -8
I recall all the posts on this board raving about how Apple Pay was the next big thing. The second of the above articles seems accurate and poor prognostic for AAPL. Is the watch in the same category?
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Post by archibaldtuttle on Sept 3, 2015 12:52:09 GMT -8
Rejected yet again at the declining 20 DMA.
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Post by chasmac on Sept 3, 2015 12:53:27 GMT -8
How much will those numbers change in October and when lots of folks upgrade iPhones? Not worried, people are slow to change and merchants haven't made it easy.
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Sept 3, 2015 13:03:45 GMT -8
How much will those numbers change in October and when lots of folks upgrade iPhones? Not worried, people are slow to change and merchants haven't made it easy. How much will those numbers change in October when the credit networks charge merchants a premium for using card readers that cannot accept them?
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Post by ericinaustin on Sept 3, 2015 13:21:21 GMT -8
I think the iPad pro will be a sleeper hit . Very anxious to see details. For those of us with older eyes the phone is a tough platform to use as a browser. I use my pad for almost everything.
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Post by nagrani on Sept 3, 2015 13:46:48 GMT -8
I think apple will surprise to the upside next week. This is the biggest venue they have EVER hosted an event in and they are literally rolling out new/updated stuff across the board
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Post by rickag on Sept 3, 2015 14:16:45 GMT -8
That is disconcerting. I for one will be using Apple Pay everywhere I can once I upgrade to an iPhone 6S. The security is my over riding reason.
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Post by moltenfire on Sept 3, 2015 14:23:20 GMT -8
That is disconcerting. I for one will be using Apple Pay everywhere I can once I upgrade to an iPhone 6S. The security is my over riding reason. Apple has to roll out Apple Pay to more countries, like they roll out the iPhone to more countries on launch day.
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,431
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Post by chinacat on Sept 3, 2015 14:51:35 GMT -8
I for one will be using Apple Pay everywhere I can once I upgrade to an iPhone 6S. The security is my over riding reason. Ditto
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Post by gtrplyr on Sept 3, 2015 15:28:10 GMT -8
I for one will be using Apple Pay everywhere I can once I upgrade to an iPhone 6S. The security is my over riding reason. Ditto I have been trying but the number of people who accept it is very low. Apple's got to find a way to get retailers on board. I don't know what everyone expected but I didn't really expect much within the first couple of years .... this will take some time to get traction , but I have no doubt this is the wave of the future.
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Mav
Member
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Post by Mav on Sept 3, 2015 16:12:17 GMT -8
NFC will be in many, many more places this time next year. The EMV liability shift will help make sure of that.
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Post by phoebear611 on Sept 3, 2015 16:51:28 GMT -8
I for one will be using Apple Pay everywhere I can once I upgrade to an iPhone 6S. The security is my over riding reason. Ditto Congrats on your Brady victory today ... Goodell is such an ass - ugh.
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,431
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Post by chinacat on Sept 3, 2015 17:33:19 GMT -8
Congrats on your Brady victory today ... Goodell is such an ass - ugh. That's very gracious of you. Phoebes. Independent of what may or may not have happened in this instance, this is Goodell being hoist on his own petard. When Brady and Peyton petitioned him to give the individual teams (i.e., the quarterbacks) control over preparation of the game balls, he should have laughed at them. Instead, he caved to the cult of personality, driven by the marketing power of the then-marquee QBs. Every other professional league places responsibility for the balls and other equipment with the officials. The NFL should reverse that decision. I was pretty confident after reading the transcript of the initial court appearances. The judge remarked several times that the NFL seemed not to understand that a CBA existed. You would think that after the reversals Goodell saw for several of his botched disciplinary decisions over the past year, the owners would have been on his case. That's why Kraft accepted the team penalties so willingly - he expected that Goodell would consider the player penalties much more carefully. Four games was just ridiculous, a complete over-reach. And yes, this is the biased view of someone who has been a Pats fan since their inception in 1960. We now return you to your normally scheduled AAPL moaning.
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Post by 2centsplus on Sept 3, 2015 20:54:08 GMT -8
And yes, this is the biased view of someone who has been a Pats fan since their inception in 1960. Ah, then you probably remember Babe Parilli and Jim Nance ... the old days, playing in Fenway.
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