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Post by phoebear611 on Jan 16, 2016 5:01:46 GMT -8
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Post by rezonate on Jan 16, 2016 6:00:57 GMT -8
I keep thinking the delay for iPad Air 3 means a new approach. There is only so far you can take "thinner and lighter" with Aluminum. What about - carbon fiber? Move production back to USA too. The mother of all upgrade cycles is upon us, especially if iPad Air 3 gets Pencil support, 3D Touch, and Taptic feedback.
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Post by artman1033 on Jan 16, 2016 9:09:49 GMT -8
I don't know if this will be helpful....
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Post by michelc on Jan 16, 2016 9:10:52 GMT -8
On the Hilary /Fallon video, anyone notice that she don't seems to have a password on the cell? Kind of strange
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Post by sponge on Jan 16, 2016 10:37:12 GMT -8
I keep thinking the delay for iPad Air 3 means a new approach. There is only so far you can take "thinner and lighter" with Aluminum. What about - carbon fiber? Move production back to USA too. The mother of all upgrade cycles is upon us, especially if iPad Air 3 gets Pencil support, 3D Touch, and Taptic feedback. I just read an article that said manufacturing costs in the US will be on par with Mexico and China next year. If true Apple could surprise us in the next 5 years. Building iPhones and iPads along with Apple Watches needs the infrastructure to be build first. That to me is the main reason I am bullish on Apple long term. Building here in the US will be very good for the economy and will allow Apple to keep their new technology secret much longer. Don't like that Samsung has access to Apples road map 4 years in advance and needs to build $7billion screen factory. Which Apple helps pay for.
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Post by nagrani on Jan 16, 2016 12:02:53 GMT -8
I keep thinking the delay for iPad Air 3 means a new approach. There is only so far you can take "thinner and lighter" with Aluminum. What about - carbon fiber? Move production back to USA too. The mother of all upgrade cycles is upon us, especially if iPad Air 3 gets Pencil support, 3D Touch, and Taptic feedback. I just read an article that said manufacturing costs in the US will be on par with Mexico and China next year. If true Apple could surprise us in the next 5 years. Building iPhones and iPads along with Apple Watches needs the infrastructure to be build first. That to me is the main reason I am bullish on Apple long term. Building here in the US will be very good for the economy and will allow Apple to keep their new technology secret much longer. Don't like that Samsung has access to Apples road map 4 years in advance and needs to build $7billion screen factory. Which Apple helps pay for. Do u have a link to the article?
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Post by sponge on Jan 16, 2016 12:49:41 GMT -8
Sorry no link. Read it on LinkedIn
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Post by nagrani on Jan 16, 2016 12:53:51 GMT -8
Sorry no link. Read it on LinkedIn lol
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Ted
fire starter
Posts: 882
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Post by Ted on Jan 16, 2016 16:38:09 GMT -8
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Post by phoebear611 on Jan 16, 2016 18:58:49 GMT -8
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Jan 17, 2016 4:02:59 GMT -8
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Post by hydrarx on Jan 17, 2016 9:00:42 GMT -8
So this week we got stopped out by the massive amount of calls around 100 for Jan OpEx. Big guys just need a couple tens of millions of dollars to short the stock on Friday to get the price around where they need it to be and buy back after.
Now that Jan options have been effectively clobbered, I think we can move back above 100 and stay above 100.
A lot will depend on AAPL earnings and guidance. Especially guidance. Next big levels to watch are 92, 96, 100, 105, 115.
I would say this week was pretty positive seeing some of the most back to back gains we've had since 7-8 weeks, if not for the massive amount of calls on Jan OpEx, we would've probably ended the week above 100.
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Post by sponge on Jan 17, 2016 10:38:19 GMT -8
So this week we got stopped out by the massive amount of calls around 100 for Jan OpEx. Big guys just need a couple tens of millions of dollars to short the stock on Friday to get the price around where they need it to be and buy back after. Now that Jan options have been effectively clobbered, I think we can move back above 100 and stay above 100. A lot will depend on AAPL earnings and guidance. Especially guidance. Next big levels to watch are 92, 96, 100, 105, 115. I would say this week was pretty positive seeing some of the most back to back gains we've had since 7-8 weeks, if not for the massive amount of calls on Jan OpEx, we would've probably ended the week above 100. If by some miracle we get to 115 by earnings, it bodes well for a solid move towards 130. I am not worried about earnings at all. Even conservative guidance will be betteR then what WS expects. On a side note. Is it possible that Angela's salary is based on performance of the Apple Stores and Apple Watch?
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Post by deasys on Jan 17, 2016 11:44:19 GMT -8
If by some miracle we get to 115 by earnings, it bodes well for a solid move towards 130. Yeah, it would be great to get back to where we were last July.
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Jan 17, 2016 12:15:31 GMT -8
Amen.
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Post by sponge on Jan 17, 2016 12:44:28 GMT -8
If by some miracle we get to 115 by earnings, it bodes well for a solid move towards 130. Yeah, it would be great to get back to where we were last July. Hey we were at 119 just 5 weeks ago
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Post by phoebear611 on Jan 17, 2016 13:54:38 GMT -8
Call walls or not - we are still subject to China but most importantly to oil. That - plus I wish it was a requirement that Fed governors cannot provide comment to the public on their own. These idiots wreak havoc by just expressing their opinions. I don't understand why they are allowed to chirp about it. Infuriating.
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Post by bloodylongaapl on Jan 17, 2016 15:45:05 GMT -8
I'm worried FX is going to hit Q1 fairly hard, and Q2 very hard. $ is extremely strong vs many currencies.
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Ted
fire starter
Posts: 882
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Post by Ted on Jan 17, 2016 16:34:04 GMT -8
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Post by Luckychoices on Jan 17, 2016 21:02:18 GMT -8
And, of course, there's always the non-fang stock: CMG (Chipotle) -59.4% from high.
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bud777
fire starter
Posts: 1,352
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Post by bud777 on Jan 17, 2016 23:36:35 GMT -8
Let's not forget KMI, PAA and LINE.
LINE is at 1 down from 41 PAA is at 20 down from 60 KMI is at 13 down from 43
All of these are pipeline stocks that depend on the amount of oil moved, not on production. Low oil prices increase consumption thus the current environment is actually better for them. Nonetheless, they are associated with oil and the market is afraid of them. If you are in it for the long haul, I think they have a stronger case than the FANG stocks
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