Since84
Moderator
To infinity and beyond!
Posts: 3,933
|
Post by Since84 on Jun 6, 2016 2:24:49 GMT -8
|
|
|
Post by tuffett on Jun 6, 2016 6:36:46 GMT -8
Looks like the 3 year cycle thing is true, at least for the 6-6s-7 group. Inexcusable to be this lazy at a point where growth is negative amid an incredibly tough environment. Only acceptable if Apple is working on something that they had to divert a lot of resources towards. But we are talking about impacting the iPhone here, so it better be absolutely huge and Apple needs to hint at it more strongly to appease worried investors. I don't have high hopes for this year's iPhone. There will be some switchers and upgrades from the 5 series. The vast majority of 6/6s users are going to stay put, myself included (probably). With the subsidy model gone, there just doesn't seem to be enough incentive to upgrade. The iPhone 6 is a fantastic device. We are witnessing a very quick lengthening of the upgrade cycle, and having a stale model will only exacerbate it. I project 2017 to be flat or slightly negative. If Apple provides details on next iPhone - it could help increase the qty of folks who defer purchasing an iPhone. As a shareholder - why would you want that? What exactly do you think Apple should do with the next iPhone to make it sensational in terms of feature set/new stuff? In the absence of having any concrete ideas - Wall Street and investors want Apple to do something new without really knowing what new is. I meant details about their product pipeline - lift the veil of secrecy just a little bit. I really don't think it does much good these days. It sounds like the 2017 iPhone is going to be sensational (OLED screen, Touch ID within screen, much slimmer bezels) so it's not like there's nothing to improve. Those are things that will spur upgrades. It would have been nice to see some of this stuff in the iPhone 7. I understand technological limitations, but the OLED screen for example is nothing new and could easily be included this year. From what I've read, Samsung's screens are leagues ahead of Apple's right now (there is a toggle to show the vivid distorted colours that a lot of people love but also "real" colours). Right now it seems like the iPhone 7 is going to have a near-identical design, no headphone jack and a camera bulge. Performance increase aside, that seems like a worse decide on the design side of things. I fail to understand why they would remove the headphone jack if they still need to have the bulge for the camera. Surely they can keep the jack in for one more year, increase the thickness a little and make the camera flush? This is not the year to be making huge changes that are going to turn off a lot of people, unless there are also some must-have features that are going to help people get over it. Of course, the above is based on rumours but historically iPhone rumours from May/June and onwards are fairly accurate.
|
|
chinacat
Moderator
AAPL Long since 2006
Posts: 4,431
|
Post by chinacat on Jun 6, 2016 7:35:41 GMT -8
|
|
|
Post by firestorm on Jun 6, 2016 7:52:43 GMT -8
Is AAPL rising on the chance that WWDC will introduce something interesting? I hate to be a cynic, but "sell the news" almost always happens with this stock.
|
|
bud777
fire starter
Posts: 1,353
|
Post by bud777 on Jun 6, 2016 8:57:24 GMT -8
If Apple provides details on next iPhone - it could help increase the qty of folks who defer purchasing an iPhone. As a shareholder - why would you want that? What exactly do you think Apple should do with the next iPhone to make it sensational in terms of feature set/new stuff? In the absence of having any concrete ideas - Wall Street and investors want Apple to do something new without really knowing what new is. I meant details about their product pipeline - lift the veil of secrecy just a little bit. I really don't think it does much good these days. It sounds like the 2017 iPhone is going to be sensational (OLED screen, Touch ID within screen, much slimmer bezels) so it's not like there's nothing to improve. Those are things that will spur upgrades. It would have been nice to see some of this stuff in the iPhone 7. I understand technological limitations, but the OLED screen for example is nothing new and could easily be included this year. From what I've read, Samsung's screens are leagues ahead of Apple's right now (there is a toggle to show the vivid distorted colours that a lot of people love but also "real" colours). Right now it seems like the iPhone 7 is going to have a near-identical design, no headphone jack and a camera bulge. Performance increase aside, that seems like a worse decide on the design side of things. I fail to understand why they would remove the headphone jack if they still need to have the bulge for the camera. Surely they can keep the jack in for one more year, increase the thickness a little and make the camera flush? This is not the year to be making huge changes that are going to turn off a lot of people, unless there are also some must-have features that are going to help people get over it. Of course, the above is based on rumours but historically iPhone rumours from May/June and onwards are fairly accurate. Let's see if I understand this. On the one hand, you are asking that Apple give more details about the features of upcoming products. It is not clear why you think this would be a benefit. Given Apple's history of being ripped off by Microsoft, Samesung, and now the low cost Chinese imitators, it would seem that secrecy is justified. What would this greater transparency accomplish other than to ease your mind? I agree with Nagrani that even without the competitive threat, Apple just hurts current sales by talking about future products. What is more disturbing about this post is its inconsistency. On the one hand you are complaining about the lack of information about future products and then with the majority of the post you are complaining about detailed information about a future product. I don't see how you can have it both ways. If you have enough information about the failed iPhone 7 to barrage us with a detailed analysis of its failings, how can you complain about secrecy? If "iPhone rumors from May/June and onwards are fairly accurate" what more information do you need? My sense is that you are simply expressing frustration with the performance of the stock. We get that. All of us feel like we should be over 150 now, but it is what it is. It has been this way for years. If it is any help, we all share your frustration.
|
|
coma
Member
Posts: 522
|
Post by coma on Jun 6, 2016 9:17:14 GMT -8
|
|
|
Post by tuffett on Jun 6, 2016 9:27:47 GMT -8
I meant details about their product pipeline - lift the veil of secrecy just a little bit. I really don't think it does much good these days. It sounds like the 2017 iPhone is going to be sensational (OLED screen, Touch ID within screen, much slimmer bezels) so it's not like there's nothing to improve. Those are things that will spur upgrades. It would have been nice to see some of this stuff in the iPhone 7. I understand technological limitations, but the OLED screen for example is nothing new and could easily be included this year. From what I've read, Samsung's screens are leagues ahead of Apple's right now (there is a toggle to show the vivid distorted colours that a lot of people love but also "real" colours). Right now it seems like the iPhone 7 is going to have a near-identical design, no headphone jack and a camera bulge. Performance increase aside, that seems like a worse decide on the design side of things. I fail to understand why they would remove the headphone jack if they still need to have the bulge for the camera. Surely they can keep the jack in for one more year, increase the thickness a little and make the camera flush? This is not the year to be making huge changes that are going to turn off a lot of people, unless there are also some must-have features that are going to help people get over it. Of course, the above is based on rumours but historically iPhone rumours from May/June and onwards are fairly accurate. Let's see if I understand this. On the one hand, you are asking that Apple give more details about the features of upcoming products. It is not clear why you think this would be a benefit. Given Apple's history of being ripped off by Microsoft, Samesung, and now the low cost Chinese imitators, it would seem that secrecy is justified. What would this greater transparency accomplish other than to ease your mind? I agree with Nagrani that even without the competitive threat, Apple just hurts current sales by talking about future products. What is more disturbing about this post is its inconsistency. On the one hand you are complaining about the lack of information about future products and then with the majority of the post you are complaining about detailed information about a future product. I don't see how you can have it both ways. If you have enough information about the failed iPhone 7 to barrage us with a detailed analysis of its failings, how can you complain about secrecy? If "iPhone rumors from May/June and onwards are fairly accurate" what more information do you need? My sense is that you are simply expressing frustration with the performance of the stock. We get that. All of us feel like we should be over 150 now, but it is what it is. It has been this way for years. If it is any help, we all share your frustration. You're misunderstanding me. I don't want more info on the next iPhone. I obviously don't want them to tell us that the 2017 iPhone will be amazing so it's better to skip this one. I want info on new product lines, or what exactly Apple is working on so hard that they can't bother to come up with a significantly new iPhone design for three years. I don't really care about a new design but a lot of people certainly do, so I want to know why this decision was made. If it's a lack of resources, then I want to be confident that something great is coming. Right now I'm not. I want a little insight about the tens of billions of dollars they are spending on R&D, and what their plan is for after "peak iPhone" (we may already be there). I don't want the details that competitors can rip off, but there are ways to build the excitement and appease investors without tipping their hand too much. Some excitement is what this company needs, regardless of the stock price. I feel like we're in a period of tech fatigue and if Apple can hint at an upcoming product it could be a huge boost. If Apple is working on a car, why can't they just tell us? Just that announcement I feel would be huge. I understand the risk of vaporware but the status quo is equally in my opinion. Apple is given zero value for their product pipeline, so why keep the secret? Unlock some of that value. This is all assuming that those billions of dollars are in fact being put to work effectively to create something amazing, and that Apple is not falling into the trap of corporate largesse that most big companies tend to do.
|
|
|
Post by phoebear611 on Jun 6, 2016 9:33:39 GMT -8
Nagrani - 3 things I would love for the new iPhone even though I wasn't asked but what the hell:
1. IMMENSELY better battery life - something that is significantly better...noticeably better so that I don't have to carry around a charger for the day - ugh! 2. Waterproof (how did Samsung do this already?) - I ruined mine in a heavy down pour. Was in my pocket but my jeans aren't waterproof. 3. Given the money they make - something to evoke a "WOW" ... if I knew what that was then they shouldn't be making all that money for being innovators.
|
|
|
Post by rickag on Jun 6, 2016 10:10:39 GMT -8
|
|
|
Post by firestorm on Jun 6, 2016 10:43:28 GMT -8
Check Macrumors.com today for the biggest Apple innovation of the year: they got leather maker Coach to create several watch bands. If that doesn't sell millions of Apple watches, I don't know what will.
|
|
|
Post by macster on Jun 6, 2016 12:35:16 GMT -8
why is the intraday day high @101.89? price action never got close.
|
|
|
Post by phoebear611 on Jun 6, 2016 12:46:44 GMT -8
Check Macrumors.com today for the biggest Apple innovation of the year: they got leather maker Coach to create several watch bands. If that doesn't sell millions of Apple watches, I don't know what will. I'm a glutton for punishment. I bought one of the new bands ... thought something new and fresh for the summer. The ends are so stiff that they actually CUT into my inner wrist. WTF?! I think I'm taking it back - they aren't cheap but they are cheaply made. The older loop ones are 1000 times better. So disappointed.
|
|
|
Post by rezonate on Jun 6, 2016 13:42:36 GMT -8
Also thinking about a new band, but on the sidelines waiting for my new job to get untangled from government red tape. So I wait...
Excited to see "new" iPhone, even if it is just iPhone 6/6S form factor. Really kinda like the form - just like the original iPhone v1. Apple is scattered - literally - all over Cupertino and my take is they are in a holding pattern waiting for the new campus. Workers can see the end of the road, and it impacts the subconscious in subtle ways. "Why work on anything new and then get uprooted in less than a year?" Better to punt this year and start fresh in the new offices and labs. Maybe they are already starting to clean house, downsize, consolidate, and half the daily energy is going into that effort?
|
|
|
Post by firestorm on Jun 6, 2016 15:39:15 GMT -8
Also thinking about a new band, but on the sidelines waiting for my new job to get untangled from government red tape. So I wait... Excited to see "new" iPhone, even if it is just iPhone 6/6S form factor. Really kinda like the form - just like the original iPhone v1. Apple is scattered - literally - all over Cupertino and my take is they are in a holding pattern waiting for the new campus. Workers can see the end of the road, and it impacts the subconscious in subtle ways. "Why work on anything new and then get uprooted in less than a year?" Better to punt this year and start fresh in the new offices and labs. Maybe they are already starting to clean house, downsize, consolidate, and half the daily energy is going into that effort? Well, that's encouraging to the stockholders. Perhaps they should have told us to take a vacation until the spaceship is finished.
|
|
|
Post by BillH on Jun 6, 2016 22:10:19 GMT -8
Also thinking about a new band, but on the sidelines waiting for my new job to get untangled from government red tape. So I wait... Excited to see "new" iPhone, even if it is just iPhone 6/6S form factor. Really kinda like the form - just like the original iPhone v1. Apple is scattered - literally - all over Cupertino and my take is they are in a holding pattern waiting for the new campus. Workers can see the end of the road, and it impacts the subconscious in subtle ways. "Why work on anything new and then get uprooted in less than a year?" Better to punt this year and start fresh in the new offices and labs. Maybe they are already starting to clean house, downsize, consolidate, and half the daily energy is going into that effort? Well, that's encouraging to the stockholders. Perhaps they should have told us to take a vacation until the spaceship is finished. As I've said in the past, I sold office furniture systems for a living prior to retiring. My liquidation plan for Apple stock included assessing how things looked in 2014 anticipating the inevitable downturn that comes with new facilities. It was always part urban legend that this might be so but I saw it firsthand time and time again. We supplied much of the furniture that Cray Research purchased when they moved into their new campus...,and a company called Metris...,and a spinoff from Excel Energy that died before we could collect one of the checks and the list goes on. There were plenty of exceptions thankfully and I fully expect Apple to be one as well. I know factually that it's been sucking up Jony Ive's attention which Steve would have deflected had he stayed alive. As a wrap I'll just say that I remain all in and more than a little bullish. The road is long.
|
|
Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
|
Post by Mav on Jun 6, 2016 22:18:53 GMT -8
Like old times I've gone back to looking at AAPL charts. Like old times, no one cares. Ah, good times. Sorry, I'm "focusing" on my Apple News channel, so this requires iOS News app to view until Apple changes things. t.co/IWseKSCmDV
|
|