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Post by tofdriver on Oct 22, 2012 6:13:01 GMT -8
delightful
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Post by tuffett on Oct 22, 2012 6:19:48 GMT -8
The story from Samesong is simply ASTOUNDING! Apple's margins are increasing! Please check my math! Research firm DisplaySearch said the LCD display used in the new iPad, which has a resolution of 2048x1536 millimeters, sports 3.14 million pixels priced at $.00003 per pixel. The one for the iPad 2 was priced at $.000063 per pixel. That suggests the screen has been reduced in price from over $180 per screen to $94 per screen. Incorrect, I think. The new iPad has far more pixels than iPad 2 (was it 4x? Can't quite remember). So while cost per pixel is less, overall cost may be equal or higher - certainly not half as much.
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Post by Red Shirted Ensign on Oct 22, 2012 6:21:11 GMT -8
Tofdriver, let me salute in respect to another starship captain. Lonely job, isn't it? The screen news, if true, is huge........
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Mav
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Post by Mav on Oct 22, 2012 6:22:36 GMT -8
It's a nice bounce. But for now, that's all it feels like. Will continue to monitor. I sold off the Feb '13 trade @ around AAPL 619 to lock in gains. No one ever lost money by not holding out for more profits...or something.
It's good to see relative strength, and nice volume, but capitulation? Too early to tell IMHO. Are the "hallmark" signs there, technicians?
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Post by The Big Toe on Oct 22, 2012 6:24:02 GMT -8
The story from Samesong is simply ASTOUNDING! Apple's margins are increasing! Please check my math! Research firm DisplaySearch said the LCD display used in the new iPad, which has a resolution of 2048x1536 millimeters, sports 3.14 million pixels priced at $.00003 per pixel. The one for the iPad 2 was priced at $.000063 per pixel. That suggests the screen has been reduced in price from over $180 per screen to $94 per screen. Incorrect, I think. The new iPad has far more pixels than iPad 2 (was it 4x? Can't quite remember). So while cost per pixel is less, overall cost may be equal or higher - certainly not half as much. The new ipad had 4 times the pixels. 3.14 million x .00003 = $94.20 per screen. iPad 2 had 785k x .00063 = $49.46 per screen.
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Post by artman1033 on Oct 22, 2012 6:31:16 GMT -8
Thank you!
I will leave math to those who understand such things. I only have so many fingers and toes.
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Post by wheeles on Oct 22, 2012 6:41:53 GMT -8
I read somewhere that Panasonic are moving out of TVs and are looking to supply displays to the likes of Apple. It looks like Samsung are cutting their nose off to spite their face.
In some ways this is also a shame, as I always thought Panasonic made a top quality television. Perhaps they will by the ones manufacturing any television panel that Apple launch.
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Post by Tetrachloride on Oct 22, 2012 6:42:12 GMT -8
The proverbial sigh of relief when 620 is looking not bad. At least I think there's a proverb.
Welcome to Earnings Week.
I closed a couple small positions. One was an AMZN put, the other an AAPL weekly call.
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Post by phoebear611 on Oct 22, 2012 6:49:25 GMT -8
Mr. Wu ups his numbers - I know most of you think he sucks but I think people should just be aware of the info or fud floating around in AAPL today: tinyurl.com/8sudzh3
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Mav
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Post by Mav on Oct 22, 2012 6:51:05 GMT -8
So far, so OK.
Nice to see AAPL stabilizing. This is gonna be a crazy news week, so for now I'm being opportunistic. Given up on the capped AAPL BCSes for now - that's why I capped them weeks ago. Core common going nowhere, as, uh...always. AAPL would have to drop below 530 for an extended period for me to wonder about AAPL's longer-term prospects.
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Mav
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Post by Mav on Oct 22, 2012 6:52:10 GMT -8
Most WS analysts don't get a great reception here, phoebear. Some like Munster (I'm a skeptic), but you wonder if the guy does his basic rumor reading - he still doesn't know if the 7.85" iPad mini will be 7" or 8" screen size. Dude, the common sense homework has been done already.
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Post by phoebear611 on Oct 22, 2012 6:55:11 GMT -8
Fitzstock just tweeted: "The longer $AAPL stays under 624, the more it will RISE, after it reclaims it, IMO"
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Post by phoebear611 on Oct 22, 2012 6:57:40 GMT -8
Most WS analysts don't get a great reception here, phoebear. Some like Munster (I'm a skeptic), but you wonder if the guy does his basic rumor reading - he still doesn't know if the 7.85" iPad mini will be 7" or 8" screen size. Dude, the common sense homework has been done already. And that's why I prefaced it with an opening salvo....and again, as I always say and firmly believe, we should be informed of it all and then come to our own conclusions. He's been dead wrong a million times but I still want to know what he's telling clients who may react to his nonsense. That was my point.
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Post by Tetrachloride on Oct 22, 2012 7:07:23 GMT -8
My fishing pole says modest retreat ahead before the next long cast.
Also, AMZN is going down, allegedly due to Apple's event tomorrow: iPad Lite/Air/Mini and eBooks.
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Post by appledoc on Oct 22, 2012 7:11:06 GMT -8
iPad mini is going to do wonders for this company. It's all about the ecosystem. Chatter on the street tells me so.
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Post by tofdriver on Oct 22, 2012 7:15:05 GMT -8
Tofdriver, let me salute in respect to another starship captain. Lonely job, isn't it? The screen news, if true, is huge........ It is a lonely job, that's for sure... Reason n°1 I love this place ;-)
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Post by stevereel on Oct 22, 2012 7:22:27 GMT -8
AAPL holding up well against SPX which has been in a downdraft for the last 30 minutes.
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Post by stevereel on Oct 22, 2012 7:30:12 GMT -8
SPX bounced, AAPL moving up. Maybe sellers are depleted.
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Post by Tetrachloride on Oct 22, 2012 7:37:49 GMT -8
Alternate theory: Evil overlords are wary of hordes of options buyers below 600.
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Post by appledoc on Oct 22, 2012 7:49:43 GMT -8
Andy Zaky just tweeted this...
"If Apple breaks out above $624, it really has nothing but open space above it. Wide open space. Not real resistance until $647..."
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Post by artman1033 on Oct 22, 2012 7:53:21 GMT -8
Andy Zaky just tweeted this... "If Apple breaks out above $624, it really has nothing but open space above it. Wide open space. Not real resistance until $647..." I know that is great news!!! BUT, a month ago AAPL was $700. NOTHING negative to Apple since then. JUST SAYIN...
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Post by rutgersguy92 on Oct 22, 2012 8:02:44 GMT -8
Andy Zaky just tweeted this... "If Apple breaks out above $624, it really has nothing but open space above it. Wide open space. Not real resistance until $647..." I know that is great news!!! BUT, a month ago AAPL was $700. NOTHING negative to Apple since then. JUST SAYIN...So what's your point?
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Post by mbeauch on Oct 22, 2012 8:03:17 GMT -8
We all know this is Apple cutting ties with no fanfare, but Samsung (SS) must "save face" by proclaiming they are the ones severing the deal. This brings a smile to my face. I have been yelling for years for Apple to terminate ALL operations with Samsung. I am not a believer that legal adversaries can be business partners. With the news about Panasonic and TSM, it looks like TC is doing just that. I do not have the latest numbers, but Apple represents billions of dollars in revenue to SS. It blows my mind that SS did not think this through long term. I am sure they thought they had Apple by the short hairs, but with the move to the new display tech, Apple has essentially cut the legs out from under SS. As for the A6 chip, hope you enjoy it SS, you will have 3 years then Apple and SS will be terminated completely. Just a thought on Panasonic. SS put the hurt on them, Pioneer, LG, Sony, hmmmmmm kind of makes sense to ally with Apple, especially Panasonic. With the move out of TV's, a brutal margin device, Panasonic will now be able to stabilize their operations with Apple. Heck, even though I am not a believer in the Apple TV, they actually have a partner now who would relish Apple tech with their TV know how.(hmmmmm, I think that is another bet I won. Loser did not pay the first time, don't expect him to pay the second time either)
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Post by mstefa on Oct 22, 2012 8:08:34 GMT -8
iPad mini is going to do wonders for this company. It's all about the ecosystem. Chatter on the street tells me so. with 500 million users and their credit cards, hardware should slowly lose margin advantage and content will start generating real revenues. If Apple gets to 80% margins on content like MSFT had in it's hayday.. sky is the limit.
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Post by mbeauch on Oct 22, 2012 8:11:47 GMT -8
Andy Zaky just tweeted this... "If Apple breaks out above $624, it really has nothing but open space above it. Wide open space. Not real resistance until $647..." I hate to say it, but this is just an oversold bounce to me. We have not gotten this close to the 200 day for nothing. Have not looked at any charts, but I am sure the shorter time frames are moving to overbought levels. The STO on Fri was so low it had to move up some before the next leg down. Hate to be so negative.
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Post by rosie on Oct 22, 2012 8:12:01 GMT -8
Andy Zaky just tweeted this... "If Apple breaks out above $624, it really has nothing but open space above it. Wide open space. Not real resistance until $647..." 1. 🚠2. ✈ 3. 🚀
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Post by wheeles on Oct 22, 2012 8:12:51 GMT -8
Andy Zaky just tweeted this... "If Apple breaks out above $624, it really has nothing but open space above it. Wide open space. Not real resistance until $647..." He's clearly not looked at the daily Ichimoku chart for AAPL. The whole kumo is directly above. EDIT: BTW, I have sold my longs for the time being. Will be looking for a better price at which to re-enter.
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Post by artman1033 on Oct 22, 2012 8:16:12 GMT -8
I know that is great news!!! BUT, a month ago AAPL was $700. NOTHING negative to Apple since then. JUST SAYIN...So what's your point? Come on.... Its ANDY. He called the LOW at $615. AAPL went to $610. tech.fortune.cnn.com/2012/10/20/what-the-hell-happened-to-apple-last-week/?utm_source=twitterfeed&utm_medium=twitter"One of three outcomes naturally follow a day like today: 1. Apple can gap-up Monday and begin a multi-month rally making Friday's close the low; 2. Apple can open way down on Monday, sell-off more at the open, hit a capitulation point and then reverse the losses to close green (my favorite). 3. Apple can open the day flat, sell-off down to $600 a share, capitulate and then reverse to close green (also an ok outcome)
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Post by mbeauch on Oct 22, 2012 8:16:24 GMT -8
iPad mini is going to do wonders for this company. It's all about the ecosystem. Chatter on the street tells me so. with 500 million users and their credit cards, hardware should slowly lose margin advantage and content will start generating real revenues. If Apple gets to 80% margins on content like MSFT had in it's hayday.. sky is the limit. Apple will stick with its 30%. Last thing we want is for Apple to go through what MSFT went through. Also, no studio would ever agree to higher margins. I would fear the antitrust more than anything.
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Post by artman1033 on Oct 22, 2012 8:18:17 GMT -8
Andy Zaky just tweeted this... "If Apple breaks out above $624, it really has nothing but open space above it. Wide open space. Not real resistance until $647..." 1. 🚠2. ✈ 3. 🚀 I would like to say I agree with Rosie! BUT, I don't understand the Ferengi language.
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