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Post by tradermac on Oct 24, 2012 7:34:22 GMT -8
I think Sprint could surprise to the upside. They were aggressive in their price slashing of the 4S back in August. $149 then $149 + $100 Amex gift card. Yes, and did they not pay handsomely up front for a guaranteed number of iPhones? Could (wishful thinking) some of the iPhone shortages at other carriers and Apple be due to Sprint's guaranteed allotment? Does anyone have insight into this? I remember they were also the last ones to finally be out of stock. Either they had less demand or they had more iphones to sell out.
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Post by tourist on Oct 24, 2012 7:44:26 GMT -8
It is likely that hardly any Greeks or maybe even Spaniards bought iPhones. We are doomed. But you can't run a riot, or a government crackdown without smart phones nowadays. We are saved!
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Post by phoebear611 on Oct 24, 2012 8:00:56 GMT -8
For what it is worth - I was in a CVS and a woman was paying for goods with food stamps - iphone in pocket Somehow you buy what you want even if you shift money around - I see it.
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Post by appledoc on Oct 24, 2012 8:03:47 GMT -8
Not everything has to be a conspiracy. The word conspiracy is one of those that is wildly overused in this day and age to the point where it is fast losing its original meaning. To suggest the notion that Apple may be responding to a slowdown in sales of certain products by bringing forward the model refreshes is "conspiracy thinking" is ridiculous. What exactly is the conspiracy? That they are responding to changes in demand by replacing some models with refreshes a bit sooner? My comment was aimed at the suggestion that earnings were leaked to a select few. Which there is certainly ALWAYS a possibility of that as we've seen in recent weeks. In my opinion, the timing of the event was dictated by iPad mini availability and creating a large enough time buffer between it and the iPhone 5 event. Nothing more. Feel free to disagree. We'll see what happens come tomorrow.
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Post by Lstream on Oct 24, 2012 8:05:01 GMT -8
For what it is worth - I was in a CVS and a woman was paying for goods with food stamps - iphone in pocket Somehow you buy what you want even if you shift money around - I see it. You should have asked her if she has been playing with Apple options recently. Might have been a member here, and you could have had a nice conversation.
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Post by greedynoob on Oct 24, 2012 8:10:09 GMT -8
My comment was aimed at the suggestion that earnings were leaked to a select few. Which there is certainly ALWAYS a possibility of that as we've seen in recent weeks. I doubt that actual earnings were leaked--more likely that the leaks are bits & pieces from lower-level people in Apple or retail, and people in the supply chain. A half-dozen well-placed leakers in Apple stores & supply chain, and you could put together a pretty good picture...
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Post by phoebear611 on Oct 24, 2012 8:11:41 GMT -8
For what it is worth - I was in a CVS and a woman was paying for goods with food stamps - iphone in pocket Somehow you buy what you want even if you shift money around - I see it. You should have asked her if she has been playing with Apple options recently. Might have been a member here, and you could have had a nice conversation. We had a member on the old board from a slavic country who said his family back home has zero discretionary money but they do without to be able to buy the iPhone. It's sad but I get it. Also - the Spaniards do a lot of "cash" business....they find a way...I know it from first hand experience and was just reminded of it as Guy Pasani mentioned that his stay in Spain was done on a cash only basis INCLUDING the quaint hotel he was staying at. As for the potential member who may want to have a conversation with me about my observation - well, it is what it is. I know what I saw - but hell - sure, I guess it was a gift...but bothersome nonetheless.
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Post by Lstream on Oct 24, 2012 8:13:33 GMT -8
My comment was aimed at the suggestion that earnings were leaked to a select few. Which there is certainly ALWAYS a possibility of that as we've seen in recent weeks. I doubt that actual earnings were leaked--more likely that the leaks are bits & pieces from lower-level people in Apple or retail, and people in the supply chain. A half-dozen well-placed leakers in Apple stores & supply chain, and you could put together a pretty good picture... How would Apple store workers have any useful information on overall company performance? Anecdotes yes, but something an analyst could rely upon?
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Post by rob_london on Oct 24, 2012 8:15:04 GMT -8
With the introduction of the iPad mini and updated iPad yesterday, one wonders whether Apple have now moved the upgrade cycle to the Autumn for this product line, rather than Spring. It is obviously better timed for the holiday season in the West but also for the Chinese New Year. However it does leave a large void in the Spring and Summer for a product announcement. A gap to be filled by an Apple TV perhaps?
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Post by terps530 on Oct 24, 2012 8:17:28 GMT -8
For what it is worth - I was in a CVS and a woman was paying for goods with food stamps - iphone in pocket Somehow you buy what you want even if you shift money around - I see it. i've told my friends this EXACT thing. it gets me upset to see, for a variety of reasons which I won't get into, but then it tells me how huge the market is for an iphone.
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Post by greedynoob on Oct 24, 2012 8:20:35 GMT -8
How would Apple store workers have any useful information on overall company performance? Anecdotes yes, but something an analyst could rely upon? Apple store managers certainly know what their sales are; and this would be an excellent data point for extrapolating sales trends. Sales data from only a tiny handful of stores would let one accurately estimate sales trend for a whole country.
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Post by phoebear611 on Oct 24, 2012 8:21:43 GMT -8
For what it is worth - I was in a CVS and a woman was paying for goods with food stamps - iphone in pocket Somehow you buy what you want even if you shift money around - I see it. i've told my friends this EXACT thing. it gets me upset to see, for a variety of reasons which I won't get into, but then it tells me how huge the market is for an iphone. And THAT is the ONLY point I was trying to make -- that although there isn't a great deal - if any- discretionary money and various socio-economic levels - there is a way of "reallocating" and getting certain products. I truly feel the iPhone is one of them. IMHO
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Post by Tetrachloride on Oct 24, 2012 8:24:37 GMT -8
The iPhone might the cheapest way for some people to get safe internet and phone. In the past, I was iPhone dominant in my hours per day on the internet. (these days, I'm pure DSL). A cell phone is not a luxury item any more. Everyday, more people see a smartphone as a necessity: job scheduling, job searching, maintaining contact with the kids.
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Post by tradermac on Oct 24, 2012 8:31:35 GMT -8
With the introduction of the iPad mini and updated iPad yesterday, one wonders whether Apple have now moved the upgrade cycle to the Autumn for this product line, rather than Spring. It is obviously better timed for the holiday season in the West but also for the Chinese New Year. However it does leave a large void in the Spring and Summer for a product announcement. A gap to be filled by an Apple TV perhaps? I wouldn't be surprised if Apple moves to fall for ipads/ipods and back to summer for iphone. Who knows, we could get the 5s this summer, then the 6 will come the following summer.
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Post by phoebear611 on Oct 24, 2012 8:36:50 GMT -8
I am still praying for an AAPL tv -- and it's not even for the share price but just for the experience.
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Post by Apple II+ on Oct 24, 2012 8:37:44 GMT -8
For what it is worth - I was in a CVS and a woman was paying for goods with food stamps - iphone in pocket Somehow you buy what you want even if you shift money around - I see it. It's a great point. Tim Cook humorously observed iPhones seem to be on par with food or water. They should make an app for food stamps. Might be a way to save the government some money on a worthy program.
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Post by phoebear611 on Oct 24, 2012 8:44:18 GMT -8
Does anyone on this Board know the answer to this: Does AAPL discount iPads to educational institutions?
One of the negatives that I have been hearing and reading about is the concern that $329 may price them out of a burgeoning educational market for tablets particularly with the municipalities. I have a real problem thinking that AAPL did not do extensive research on this but am reminded that SJ did not believe in focus groups - that said, it's TC's company now. Anyone know the answer to the above?
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Post by ccs on Oct 24, 2012 8:45:47 GMT -8
I am still praying for an AAPL tv -- and it's not even for the share price but just for the experience. Sick of that 90"er already? Sorry - you teed it up ;D
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Post by mightydog on Oct 24, 2012 8:48:17 GMT -8
For what it is worth - I was in a CVS and a woman was paying for goods with food stamps - iphone in pocket Somehow you buy what you want even if you shift money around - I see it. It's a great point. Tim Cook humorously observed iPhones seem to be on par with food or water. They should make an app for food stamps. Might be a way to save the government some money on a worthy program. The app is called Passbook.
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Post by wolverine on Oct 24, 2012 8:49:01 GMT -8
Remember, the iPhone has a standard two year contract. Someone buying food with food stamps may have recently lost their job or had sudden overwhelming medical expenses that left them destitute, but they still have to make payments on the phone. It may not seem fair, but reality often isn't fair.
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Post by aaplexcelsior on Oct 24, 2012 8:50:18 GMT -8
Does anyone on this Board know the answer to this: Does AAPL discount iPads to educational institutions? One of the negatives that I have been hearing and reading about is the concern that $329 may price them out of a burgeoning educational market for tablets particularly with the municipalities. I have a real problem thinking that AAPL did not do extensive research on this but am reminded that SJ did not believe in focus groups - that said, it's TC's company now. Anyone know the answer to the above? They sell 10 packs. www.apple.com/education/pricelists/
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Post by ccs on Oct 24, 2012 8:50:53 GMT -8
Tried to exit my remaining JAN'13 positions yesterday (before the meltdown) and this morning (after the pop), no fillage. don't want to hold through earnings (chicken)
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Post by greedynoob on Oct 24, 2012 8:53:19 GMT -8
Does anyone on this Board know the answer to this: Does AAPL discount iPads to educational institutions? One of the negatives that I have been hearing and reading about is the concern that $329 may price them out of a burgeoning educational market for tablets particularly with the municipalities. I have a real problem thinking that AAPL did not do extensive research on this but am reminded that SJ did not believe in focus groups - that said, it's TC's company now. Anyone know the answer to the above? What are the alternatives? E-Readers, which don't offer nearly as much functionality and so would be a very poor choice, and low-quality Android plastic junk that will fall apart.
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Post by mbeauch on Oct 24, 2012 8:58:28 GMT -8
For what it is worth - I was in a CVS and a woman was paying for goods with food stamps - iphone in pocket Somehow you buy what you want even if you shift money around - I see it. Phoebes, I bet I see it more than you. Down here it seems like every other person in line has food stamps and you see them at their car and wonder, how are they driving that nice of a car and are on food stamps. I am not saying it is a bad program, I remember my family being on food stamps when I was young, it is a good program that gets abused. The problem is that every government run program is going to be ate up with fraud. Heck, you should see the new government housing projects they are building around here. Tearing down the old projects and replacing with houses that are quite beautiful. Not the drab looking buildings we are use to seeing. There are so many scams going on now to sell food stamps and yes, they buy phones, TV's and lottery tickets.
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Post by phoebear611 on Oct 24, 2012 8:59:53 GMT -8
I am still praying for an AAPL tv -- and it's not even for the share price but just for the experience. Sick of that 90"er already? Sorry - you teed it up ;D Nope - still loving it - I posted a pic for you...it really is pretty awesome but I refuse to admit it to my husband!
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Post by phoebear611 on Oct 24, 2012 9:02:58 GMT -8
Again - just to reiterate - my point on the iPhone observations is that in many ways it tends to be recession proof. People just reallocate their money in some way or form. Hey maybe I'm wrong but I don't think so...life experiences are often so much more valuable than textbooks.
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Post by greedynoob on Oct 24, 2012 9:05:09 GMT -8
People just reallocate their money in some way or form. Yep. I'm basically broke right now, and guess what I'm trying to reallocate for? (Hint: not consumer electronics, that's for damn sure!)
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Post by phoebear611 on Oct 24, 2012 9:07:09 GMT -8
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Post by mbeauch on Oct 24, 2012 9:09:39 GMT -8
People just reallocate their money in some way or form. Yep. I'm basically broke right now, and guess what I'm trying to reallocate for? (Hint: not consumer electronics, that's for damn sure!) Your definition of broke is probably different than mine. Broke is a negative net worth, I remember because I was broke in my early 20's. This past month I have lost a fortune, but I am still not broke, although if things keep going the way they are I might be.
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Post by ccs on Oct 24, 2012 9:09:43 GMT -8
Sick of that 90"er already? Sorry - you teed it up ;D Nope - still loving it - I posted a pic for you...it really is pretty awesome but I refuse to admit it to my husband! Thank you for the picture btw
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