chinacat
Moderator
AAPL Long since 2006
Posts: 4,426
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Post by chinacat on May 7, 2016 10:55:48 GMT -8
Glad this week is over. Although we did breach the much-discussed $92 level, it was very brief and if not for the dividend adjustment the week would have been slightly green. There does seem to be a small turn in the AAPL reporting, with the occasional positive article now gingerly poking its head through the maelstrom of hit pieces. However, I am bracing myself for the spate of negative articles sure to appear as we see leaks about whatever gets announced at WWDC.
Although we all would have liked a bigger hike, it will still be nice to see an increased cash lump in our account on Monday.
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Post by joel90069 on May 7, 2016 12:33:37 GMT -8
Glad this week is over. Although we did breach the much-discussed $92 level, it was very brief and if not for the dividend adjustment the week would have been slightly green. There does seem to be a small turn in the AAPL reporting, with the occasional positive article now gingerly poking its head through the maelstrom of hit pieces. However, I am bracing myself for the spate of negative articles sure to appear as we see leaks about whatever gets announced at WWDC. Although we all would have liked a bigger hike, it will still be nice to see an increased cash lump in our account on Monday. I don't think it's payable until the 12th.
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,426
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Post by chinacat on May 7, 2016 14:26:42 GMT -8
Although we all would have liked a bigger hike, it will still be nice to see an increased cash lump in our account on Monday. I don't think it's payable until the 12th. Thanks for the correction
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Post by rickag on May 7, 2016 14:41:27 GMT -8
chinacat
Thank you for starting the weekend thread. I need my aaplfinance board fix, was starting to go into withdrawal symptoms.
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Post by Luckychoices on May 7, 2016 15:02:07 GMT -8
I've mentioned in previous forum comments over the last couple of years that I would not sell AAPL and invest in a different company unless I lost confidence in the management and/or the company itself. Well, if Apple EVER released a commercial like this one by Samsung, I would definitely take that as a signal that it may be time to to sell. I have no words to adequately describe my reaction when I first viewed it. The video was posted by Samsung Mobile USA, who then included many, many links among the comments with text such as, "Get the Samsung Galaxy S7 Edge for free=>", "Be the first to win Galaxy S7 =>" and "Galaxy S7 and Galaxy S7 Edge Giveaway =>". They were obviously placed by Samsung because the formatting always included "=>" at the end of the text. For anyone on the forum who's been unhappy with Apple commercials in the past, watching this should make you feel a little better by comparison. WARNING: Reading the comments for this video may cause you to lose IQ points. Galaxy S7: Champagne Calls
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Post by rickag on May 7, 2016 15:47:46 GMT -8
Lucky choices
Saw that add on TV, that is all. My parents taught if you can't say something nice don't say it.
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Post by rickag on May 7, 2016 15:50:25 GMT -8
Lucky choices Saw that add on TV, that is all. My parents taught if you can't say something nice don't say it. My apologies to my parents, that commercial is awful.
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on May 7, 2016 18:02:06 GMT -8
I've mentioned in previous forum comments over the last couple of years that I would not sell AAPL and invest in a different company unless I lost confidence in the management and/or the company itself. Well, if Apple EVER released a commercial like this one by Samsung, I would definitely take that as a signal that it may be time to to sell. I have no words to adequately describe my reaction when I first viewed it. The video was posted by Samsung Mobile USA, who then included many, many links among the comments with text such as, "Get the Samsung Galaxy S7 Edge for free=>", "Be the first to win Galaxy S7 =>" and "Galaxy S7 and Galaxy S7 Edge Giveaway =>". They were obviously placed by Samsung because the formatting always included "=>" at the end of the text. For anyone on the forum who's been unhappy with Apple commercials in the past, watching this should make you feel a little better by comparison. WARNING: Reading the comments for this video may cause you to lose IQ points. Galaxy S7: Champagne CallsI'm ready for the class action suits when people try 'Champaign Calls'...
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Post by sponge on May 7, 2016 20:30:02 GMT -8
I've mentioned in previous forum comments over the last couple of years that I would not sell AAPL and invest in a different company unless I lost confidence in the management and/or the company itself. Well, if Apple EVER released a commercial like this one by Samsung, I would definitely take that as a signal that it may be time to to sell. I have no words to adequately describe my reaction when I first viewed it. The video was posted by Samsung Mobile USA, who then included many, many links among the comments with text such as, "Get the Samsung Galaxy S7 Edge for free=>", "Be the first to win Galaxy S7 =>" and "Galaxy S7 and Galaxy S7 Edge Giveaway =>". They were obviously placed by Samsung because the formatting always included "=>" at the end of the text. For anyone on the forum who's been unhappy with Apple commercials in the past, watching this should make you feel a little better by comparison. WARNING: Reading the comments for this video may cause you to lose IQ points. Galaxy S7: Champagne CallsThey got over 16 million views. No other iPhone commercial comes close. They will get more customers from this no matter what we think.
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coma
Member
Posts: 522
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Post by coma on May 8, 2016 3:47:40 GMT -8
I want my neurons back . . .
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Post by tuffett on May 8, 2016 3:53:45 GMT -8
Sponge is right. Commercials are about attracting people and making the product memorable. It's cringeworthy, it's not as "nice" or "heartfelt" as Apple's but it does the job. People who watch it are going to know that the S7 is waterproof and the competition is not. If that's a desirable feature for consumers then the commercial is going to help make the sale.
Go back to the "I'm a Mac" commercials, some of the best ever in my opinion. Those had an edge to them, left an impression and weren't afraid to take shots at the competition.
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Post by osx10 on May 8, 2016 5:30:25 GMT -8
If the 92-ish point has held and bounced 3x couldn't that support be Bullish?
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Post by rickag on May 8, 2016 7:25:18 GMT -8
I've mentioned in previous forum comments over the last couple of years that I would not sell AAPL and invest in a different company unless I lost confidence in the management and/or the company itself. Well, if Apple EVER released a commercial like this one by Samsung, I would definitely take that as a signal that it may be time to to sell. I have no words to adequately describe my reaction when I first viewed it. The video was posted by Samsung Mobile USA, who then included many, many links among the comments with text such as, "Get the Samsung Galaxy S7 Edge for free=>", "Be the first to win Galaxy S7 =>" and "Galaxy S7 and Galaxy S7 Edge Giveaway =>". They were obviously placed by Samsung because the formatting always included "=>" at the end of the text. For anyone on the forum who's been unhappy with Apple commercials in the past, watching this should make you feel a little better by comparison. WARNING: Reading the comments for this video may cause you to lose IQ points. Galaxy S7: Champagne CallsThey got over 16 million views. No other iPhone commercial comes close. They will get more customers from this no matter what we think. Unfortunately you're probably right. This only goes to show that the movie Idiocrasy wasn't so cheesy but rather foretold the future.
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Post by deasys on May 8, 2016 7:34:47 GMT -8
I've mentioned in previous forum comments over the last couple of years that I would not sell AAPL and invest in a different company unless I lost confidence in the management and/or the company itself. Well, if Apple EVER released a commercial like this one by Samsung, I would definitely take that as a signal that it may be time to to sell. I have no words to adequately describe my reaction when I first viewed it. The video was posted by Samsung Mobile USA, who then included many, many links among the comments with text such as, "Get the Samsung Galaxy S7 Edge for free=>", "Be the first to win Galaxy S7 =>" and "Galaxy S7 and Galaxy S7 Edge Giveaway =>". They were obviously placed by Samsung because the formatting always included "=>" at the end of the text. For anyone on the forum who's been unhappy with Apple commercials in the past, watching this should make you feel a little better by comparison. WARNING: Reading the comments for this video may cause you to lose IQ points. Galaxy S7: Champagne CallsThey got over 16 million views. No other iPhone commercial comes close. Hmm… These have had a fair number of views: www.youtube.com/watch?v=CCbWyYr82BM (10.2 million) www.youtube.com/watch?v=cSTEB8cdQwo (9.9 million) www.youtube.com/watch?v=aBYWGjIzvyw (7.5 million)
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Post by sponge on May 8, 2016 8:10:02 GMT -8
I think WS is concerned that the iPhone will follow the iPad pattern. I am as well.
The iPhone 7 can eliminate those concerns if Apple drops the price by $100.
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Post by Luckychoices on May 8, 2016 10:04:43 GMT -8
Give me Cookie Monster instead of Lil Wayne in an Apple commercial, "Me so hungry for cookie." instead of "Whaaaaaat?", and I'll happily forgo those extra 6 million viewers. Plus I'll be able to hold on to those few remaining grey cells. Viewers are not necessarily buyers.
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Post by tuffett on May 8, 2016 13:53:26 GMT -8
Commercials aren't generally made for enjoyment (though I guess the 16M views says otherwise). I'd prefer Apple to do whatever results in the best sales, although they do also need to consider their brand and image. Me, I skip them altogether.
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Post by rickag on May 8, 2016 15:22:03 GMT -8
I think WS is concerned that the iPhone will follow the iPad pattern. I am as well. The iPhone 7 can eliminate those concerns if Apple drops the price by $100. Interesting thought. Not sure how effective this would be. Apple would either have to cut margins significantly and/or quality to reduce the price by $100. A reduction of $100 might only increase sales modestly, an $649 iPhine becomes $549 how many more would they sell? Not enough I fear. To reach further down the price curve probably would require more models, like the iPhone 5 SE, rather than reducing the price of the 1 year old models. Apple if it chooses this path it would be a risky path to follow, because once chosen it is a path not easily changed.
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Post by nagrani on May 8, 2016 16:00:05 GMT -8
They could also increase the incentives to upgrade. Higher trade in price - better financing terms - free gift - cookies from the Cookie Monster
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Post by sponge on May 8, 2016 16:26:10 GMT -8
I think WS is concerned that the iPhone will follow the iPad pattern. I am as well. The iPhone 7 can eliminate those concerns if Apple drops the price by $100. Interesting thought. Not sure how effective this would be. Apple would either have to cut margins significantly and/or quality to reduce the price by $100. A reduction of $100 might only increase sales modestly, an $649 iPhine becomes $549 how many more would they sell? Not enough I fear. To reach further down the price curve probably would require more models, like the iPhone 5 SE, rather than reducing the price of the 1 year old models. Apple if it chooses this path it would be a risky path to follow, because once chosen it is a path not easily changed. Keep in mind for 7 years the base price was $549. Apple added $100 for bigger screen. Now the difference between lowest price and latest phone is $250. If they don't drop the price they will canabilze their higher priced iPhones. No need to sell more 5SE then necessary. I don't think the extra large screen increased the cost that much. I think they can preserve margins around 37-38 with $100 off. In the past I recall how they would increase Mac prices by $200 and then lower every few years. They are experts in pricing their products to maximize profits. The 5SE is selling well due to a $50 cut. The Apple Watch got a boost with $50 cut. I think the iPhone 7 will sell very well at $549 with the 6S at $449 (-$200 cut). I think WS will want revenue and unit growth and not worry so much about small gross margin adjustments.
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Post by rickag on May 8, 2016 16:55:50 GMT -8
Interesting thought. Not sure how effective this would be. Apple would either have to cut margins significantly and/or quality to reduce the price by $100. A reduction of $100 might only increase sales modestly, an $649 iPhine becomes $549 how many more would they sell? Not enough I fear. To reach further down the price curve probably would require more models, like the iPhone 5 SE, rather than reducing the price of the 1 year old models. Apple if it chooses this path it would be a risky path to follow, because once chosen it is a path not easily changed. Keep in mind for 7 years the base price was $549. Apple added $100 for bigger screen. Now the difference between lowest price and latest phone is $250. If they don't drop the price they will canabilze their higher priced iPhones. No need to sell more 5SE then necessary. I don't think the extra large screen increased the cost that much. I think they can preserve margins around 37-38 with $100 off. In the past I recall how they would increase Mac prices by $200 and then lower every few years. They are experts in pricing their products to maximize profits. The 5SE is selling well due to a $50 cut. The Apple Watch got a boost with $50 cut. I think the iPhone 7 will sell very well at $549 with the 6S at $449 (-$200 cut). I think WS will want revenue and unit growth and not worry so much about small gross margin adjustments. Yes, WS wants increased revenue and units. You may be right, the iPone 5C and iPhone SE could be trial balloons by Apple seeking the best path to increase unit sales at lowere price points, as part of a move toward recurring service / ecosystem revenues.
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Post by zzmac on May 8, 2016 18:27:32 GMT -8
Lowering the price makes uh, Zero sense.
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Post by gtrplyr on May 8, 2016 20:13:57 GMT -8
At some point in the near future the game will be about services ..... hardware will be the way to provide the service which ultimately will be the most profitable portion of the equation.
It's in Apple's best interest to get as many people into it's ecosystem as possible and if that means taking a slight hit on hardware margins, so be it. It's a balancing act ... one that I'm sure Apple's has talked about and are obviously exploring with the 5SE.
Cheers to the longs .... let's hope for a better week.
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Post by Trapped on May 8, 2016 21:57:03 GMT -8
Interesting thought. Not sure how effective this would be. Apple would either have to cut margins significantly and/or quality to reduce the price by $100. A reduction of $100 might only increase sales modestly, an $649 iPhine becomes $549 how many more would they sell? Not enough I fear. To reach further down the price curve probably would require more models, like the iPhone 5 SE, rather than reducing the price of the 1 year old models. Apple if it chooses this path it would be a risky path to follow, because once chosen it is a path not easily changed. Keep in mind for 7 years the base price was $549. Apple added $100 for bigger screen. The 16GB iPhone 4, 4s, 5 & 5s were all priced at $649. Only the 16GB 5c was priced at $549.
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Post by sponge on May 8, 2016 22:13:37 GMT -8
You are correct. It was the 6+ that was $100 more.
That is the model that should drop$100.
We will see what Apple will do in Sept.
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