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Post by lovemyipad on Oct 24, 2012 4:37:00 GMT -8
It's an awful thing to say but I really think the market is numb to Greece at this point. Spain or Italy is another issue but I think we are just so tired of hearing the Greece nonsense that it doesn't seem to be reflected as much - if at all - in the trading day. So chillax...let's just focus on ONE stock today and tomorrow. Every time the market takes a dump, the Eurozone's back in the headlines. Fed Day today! That's a market mover! Watch for whipsaws! 2:15 PM ET. Also "New Home Sales" at 10 AM. fidweek.econoday.com/byweek.asp
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Post by artman1033 on Oct 24, 2012 4:40:13 GMT -8
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Post by prazan on Oct 24, 2012 4:46:07 GMT -8
Given 3.7 million iPhones sold last quarter, 4.7 equals a 27% sequential increase. A very good number, considering where we are in product cycles.
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Post by Rupert on Oct 24, 2012 4:49:37 GMT -8
Resistance/Support Wednesday 10/24/2012
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Post by phoebear611 on Oct 24, 2012 4:52:39 GMT -8
It's an awful thing to say but I really think the market is numb to Greece at this point. Spain or Italy is another issue but I think we are just so tired of hearing the Greece nonsense that it doesn't seem to be reflected as much - if at all - in the trading day. So chillax...let's just focus on ONE stock today and tomorrow. Every time the market takes a dump, the Eurozone's back in the headlines. Fed Day today! That's a market mover! Watch for whipsaws! 2:15 PM ET. Also "New Home Sales" at 10 AM. fidweek.econoday.com/byweek.aspYes - had read your post and that's why Fitzstock2004 rang so true - so let's see what happens also- US Flash PMI at 8:58 EST today - est=51.5
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Post by artman1033 on Oct 24, 2012 5:05:54 GMT -8
Please look at the enclosed slide. Tell me what you think it says.
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Post by yellowhandman on Oct 24, 2012 5:07:48 GMT -8
BTW not trying to stir up anything, but did anyone find it rather glaring that only Phil Schiller got onstage besides Cook? It could be that Apple felt that the last event was a bit disorganised with so many presenters, but the lack of any stage time for Scott Forstall might be seen as significant given recent reports about the frictions between him and other senior managers.
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Post by rob_london on Oct 24, 2012 5:11:28 GMT -8
BTW not trying to stir up anything, but did anyone find it rather glaring that only Phil Schiller got onstage besides Cook? It could be that Apple felt that the last event was a bit disorganised with so many presenters, but the lack of any stage time for Scott Forstall might be seen as significant given recent reports about the frictions between him and other senior managers. In a word, no. Schiller now routinely presents new Apple hardware, while Forstall comes on stage to present iOS software development.
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Post by phoebear611 on Oct 24, 2012 5:11:53 GMT -8
BTW not trying to stir up anything, but did anyone find it rather glaring that only Phil Schiller got onstage besides Cook? It could be that Apple felt that the last event was a bit disorganised with so many presenters, but the lack of any stage time for Scott Forstall might be seen as significant given recent reports about the frictions between him and other senior managers. Maybe he used aapl maps, his baby, to get to the event and got lost. (Sorry...but you teed it up and I had to take the shot.)
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Post by Lstream on Oct 24, 2012 5:13:04 GMT -8
BTW not trying to stir up anything, but did anyone find it rather glaring that only Phil Schiller got onstage besides Cook? It could be that Apple felt that the last event was a bit disorganised with so many presenters, but the lack of any stage time for Scott Forstall might be seen as significant given recent reports about the frictions between him and other senior managers. Forstall handles software announcements. There were none yesterday, which is the more likely explanation.
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Post by terps530 on Oct 24, 2012 5:19:56 GMT -8
Of Verizon's 3.1 number, 650k were iphone 5's. I haven't seen that # from AT&T yet? Anyway, you can see the % of total sales over the past few quarters, which is why that 25ish% has been used. if anything my thoughts would be the % of total sales would go down (as more int'l sales happen), so dividing by 30% to me, would be the low ball estimate on the phones. AT&T + VZ %: 30% ---> 26m Iphones AT&T + VZ %: 27.5% ---> 28.36m Iphones AT&T + VZ %: 25% ---> 31.2m Iphones AT&T + VZ %: 22.5% ---> 34.66m Iphones AT&T + VZ %: 20% ---> 39m Iphones Just to give some ballparks and what that would mean...
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Post by phoebear611 on Oct 24, 2012 5:21:54 GMT -8
I am not listening to the ATT call but is there any hint on how many iPhone 5s are in that mix?
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Post by Red Shirted Ensign on Oct 24, 2012 5:25:19 GMT -8
I am not listening to the ATT call but is there any hint on how many iPhone 5s are in that mix? CQ VZ AT&T Apple 2011 Q1 2.2 3.6 18.6 2011 Q2 2.3 3.6 20.3 2011 Q3 2.0 2.7 17.1 2011 Q4 4.3 7.6 37.0 2012 Q1 3.2 4.3 35.1 2012 Q2 2.7 3.7 26.0 2012 Q3 3.1 4.7 The above was posted by Scott Millar at Braeburn.....very helpful chart.
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Post by mbeauch on Oct 24, 2012 5:25:51 GMT -8
Please look at the enclosed slide. Tell me what you think it says. AT&T is making a killing all while complaining about the iPhone.
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Post by aaplexcelsior on Oct 24, 2012 5:28:35 GMT -8
Of Verizon's 3.1 number, 650k were iphone 5's. I haven't seen that # from AT&T yet? I think I heard them say on the call that they sold "about twice as many" iPhone 5s and Verizon.
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Mav
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Post by Mav on Oct 24, 2012 5:30:24 GMT -8
Wow. AT&T iPhone domination continues!
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Post by Red Shirted Ensign on Oct 24, 2012 5:31:28 GMT -8
I think Sprint will be at 1.9 million. I now see the total as 25.8 million. I can live with that, knowing what is coming....
Wall Street coming to same conclusion....we are up 9
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Post by PikesPique on Oct 24, 2012 5:31:40 GMT -8
BTW not trying to stir up anything, but did anyone find it rather glaring that only Phil Schiller got onstage besides Cook? It could be that Apple felt that the last event was a bit disorganised with so many presenters, but the lack of any stage time for Scott Forstall might be seen as significant given recent reports about the frictions between him and other senior managers. I don't see this as significant, as it was a hardware oriented event and Forstall is the iOS (software) guy. Schiller is the marketing guy. The video they showed had the design guy (Ives) and the hardware guy (Riccio), as is appropriate for this type of event, IMHO.
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Post by mbeauch on Oct 24, 2012 5:33:05 GMT -8
I am not listening to the ATT call but is there any hint on how many iPhone 5s are in that mix? CQ VZ AT&T Apple 2011 Q1 2.2 3.6 18.6 2011 Q2 2.3 3.6 20.3 2011 Q3 2.0 2.7 17.1 2011 Q4 4.3 7.6 37.0 2012 Q1 3.2 4.3 35.1 2012 Q2 2.7 3.7 26.0 2012 Q3 3.1 4.7 The above was posted by Scott Millar at Braeburn.....very helpful chart. I like Scott, he is a good guy and has his head grounded. It appears that the US sales would imply a +26 number, lets hope so. Get on his case for not including Sprint will you More data the better.
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Post by mbeauch on Oct 24, 2012 5:35:03 GMT -8
I think Sprint will be at 1.9 million. I now see the total as 25.8 million. I can live with that, knowing what is coming.... Wall Street coming to same conclusion....we are up 9 Make that 11
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Mav
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Post by Mav on Oct 24, 2012 5:35:56 GMT -8
Some say he is quite the arse.
Scott's iOS leadership seems fine. No new iOS tho, so no Scott. Simple as that.
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Post by huskerrx on Oct 24, 2012 5:38:57 GMT -8
iPhone 3GS/4/4S appear to be 7.25 iPhones sold (2.45 VZ, 3.4 AT&T, est. S 1.4 ). Take this number and divide it by 30% (top percentage of US sales vs total worldwide sales). I get 24.2 3Gs/4/4S iPhones sold. Add in a minimum of 5 million iPhone 5's and I get 29.2 million iPhones sold. Does this sound right?
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Post by Red Shirted Ensign on Oct 24, 2012 5:39:00 GMT -8
I think Sprint will be at 1.9 million. I now see the total as 25.8 million. I can live with that, knowing what is coming.... Wall Street coming to same conclusion....we are up 9 Make that 11 Apple up 13 and Amazon down 3 Could there be logic in the world?
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CdnPhoto
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Post by CdnPhoto on Oct 24, 2012 5:39:03 GMT -8
I believe we have lift off... can we break the gravity field?
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Post by Tetrachloride on Oct 24, 2012 5:39:48 GMT -8
AAPL at 623-626.
Nice support from ATT, but there are the 2 items of yesterday that overshadow my portfolio. iMac delay shipping and iPad sales. Until guidance says $ 13+, I'm not going full long by any means.
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Post by aaplexcelsior on Oct 24, 2012 5:42:58 GMT -8
iPhone 3GS/4/4S appear to be 7.25 iPhones sold (2.45 VZ, 3.4 AT&T, est. S 1.4 ). Take this number and divide it by 30% (top percentage of US sales vs total worldwide sales). I get 24.2 3Gs/4/4S iPhones sold. Add in a minimum of 5 million iPhone 5's and I get 29.2 million iPhones sold. Does this sound right? I didn't check your math, and don't know your logic for the Sprint number, but that methodology sounds pretty reasonable to me.
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Post by artman1033 on Oct 24, 2012 5:43:11 GMT -8
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Post by Lstream on Oct 24, 2012 5:44:53 GMT -8
iPhone 3GS/4/4S appear to be 7.25 iPhones sold (2.45 VZ, 3.4 AT&T, est. S 1.4 ). Take this number and divide it by 30% (top percentage of US sales vs total worldwide sales). I get 24.2 3Gs/4/4S iPhones sold. Add in a minimum of 5 million iPhone 5's and I get 29.2 million iPhones sold. Does this sound right? Is that 3.4 # for AT&T an estimate or is there a data source? Can you post a link?
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Post by huskerrx on Oct 24, 2012 5:46:27 GMT -8
iPhone 3GS/4/4S appear to be 7.25 iPhones sold (2.45 VZ, 3.4 AT&T, est. S 1.4 ). Take this number and divide it by 30% (top percentage of US sales vs total worldwide sales). I get 24.2 3Gs/4/4S iPhones sold. Add in a minimum of 5 million iPhone 5's and I get 29.2 million iPhones sold. Does this sound right? I didn't check your math, and don't know your logic for the Sprint number, but that methodology sounds pretty reasonable to me. The S number really doesn't matter all that much because it can be an all inclusive of all other providers number. I figured S sold a minimum of 1.7 iPhones (300,000 5's).
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Post by huskerrx on Oct 24, 2012 5:48:05 GMT -8
iPhone 3GS/4/4S appear to be 7.25 iPhones sold (2.45 VZ, 3.4 AT&T, est. S 1.4 ). Take this number and divide it by 30% (top percentage of US sales vs total worldwide sales). I get 24.2 3Gs/4/4S iPhones sold. Add in a minimum of 5 million iPhone 5's and I get 29.2 million iPhones sold. Does this sound right? Is that 3.4 # for AT&T an estimate or is there a data source? Can you post a link? On the conference call they stated they sold double their largest competitor. Verizon sold 650000 5's. This would mean T sold 1.3 million 5's. 4.7-1.3=3.4
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