chinacat
Moderator
AAPL Long since 2006
Posts: 4,426
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Post by chinacat on Sept 10, 2016 8:20:18 GMT -8
The big week is over, and I think that both fans and pundits found more to like than they were expecting. I am a bit amused that the new Piano Black color seems to be both the most discussed and most desired feature. Availability on the 16th rather than the rumored slip to the 23rd should be good for this quarter's results.
Samsung. 'Nuff said.
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Post by david on Sept 10, 2016 10:32:16 GMT -8
I was greatly relieved, watching Apple's presentation on Wednesday. After the constant, unrelenting barrage of FUD from the media and here on the forum ("just presenting the other side of the story"). I had considered selling 1000 shs of AAPL in anticipation of the inevitable drop. Didn't do it though and was feeling smug on Wednesday when it didn't crash.
Ordered the not-so-shiny black iPhone+ and joined Apple's upgrade program yesterday.
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Post by Luckychoices on Sept 10, 2016 11:16:04 GMT -8
I was greatly relieved, watching Apple's presentation on Wednesday. After the constant, unrelenting barrage of FUD from the media and here on the forum ("just presenting the other side of the story"). I had considered selling 1000 shs of AAPL in anticipation of the inevitable drop. Didn't do it though and was feeling smug on Wednesday when it didn't crash. Ordered the not-so-shiny black iPhone+ and joined Apple's upgrade program yesterday. Congratulations for just listening to "the other side of the story" and not letting it influence you to do something that I think you would have regretted. Not just the day after the event, but in future months and years.
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Post by tuffett on Sept 10, 2016 13:16:14 GMT -8
The latest "scoop" from the NYT regarding Project Titan has me concerned. I know it is conjecture and the authors don't exactly have a great track record when it comes to Apple, but we do need to think about the case where it may be true.
With all the time and money Apple is putting into this, I expect a hardware product that is going to reignite the buzz around the company. A standalone software service might be great in its own way but I don't see it making a dent financially. Tesla, Google, Uber, Ford, Volvo are already delving into the future of transportation and I highly doubt they are going to turn to Apple for help, either due to their own stubbornness or they may have similar/better options. As an example, look how poorly Apple's TV negotiations are going. Apple's strength is hardware design and manufacturing, and tying in services to support that hardware. If they are just making a slightly more advanced version of Carplay I'm going to be sick, and would rather they distribute the billions of dollars they're putting into the R&D for this as dividends. Bottom line - Apple needs new hardware to keep growing.
On the other hand, I fully support whatever R&D dollars are being spent on chip design. That part of the company is doing some unbelievable things right now.
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Post by osx10 on Sept 10, 2016 14:49:28 GMT -8
Maybe the cuts are due to a future purchase or partnership with Tesla. Cook has said he expects to be able to repatriate $ in 2017 which would give them the dough to get a deal done. They would not have put Mansfield in there if Titan was about to be flushed completely.
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Post by longsince98 on Sept 10, 2016 15:02:30 GMT -8
The latest "scoop" from the NYT regarding Project Titan has me concerned. I know it is conjecture and the authors don't exactly have a great track record when it comes to Apple, but we do need to think about the case where it may be true. With all the time and money Apple is putting into this, I expect a hardware product that is going to reignite the buzz around the company. A standalone software service might be great in its own way but I don't see it making a dent financially. Tesla, Google, Uber, Ford, Volvo are already delving into the future of transportation and I highly doubt they are going to turn to Apple for help, either due to their own stubbornness or they may have similar/better options. As an example, look how poorly Apple's TV negotiations are going. Apple's strength is hardware design and manufacturing, and tying in services to support that hardware. If they are just making a slightly more advanced version of Carplay I'm going to be sick, and would rather they distribute the billions of dollars they're putting into the R&D for this as dividends. Bottom line - Apple needs new hardware to keep growing.On the other hand, I fully support whatever R&D dollars are being spent on chip design. That part of the company is doing some unbelievable things right now. As valuable as it may be for ones personal investment strategy to avoid the always-rosy glasses, while weighing both sides of arguments, we also have to realize there is an inordinate amount of FUD with Apple, likely because it's recognized as a click generating topic. So to cut thru what may or may not be BS, you occasionally need to step back and think about what you know to be the company thesis. You know by now they like to own and run the full vertical stack of the product (as much as feasible), and that they play the long game. And this pertains to cars in that there's zero chance they won't actually make the physical car - and that even if the "underlying tech" FUD turns out to be true, it's just a temporary step on the path to the full car (as is car play, as was ROKR). I say this as not just a casual or recent investor, but one who's been following the company closely since early 90's and investing (starting with $15K) since 1998 after Jobs' return. That means nothing aside from the fact that I've "backed up the truck" (often thru loans & margins) at every FUD based downturn, having amassed nearly 400K shares till date. I too feel the company is faltering in ways it hadn't in the past, and will never be as strong as it was when a visionary ran it. But there's still a long run before the stock potentially slows - with this current period simply being another of the many pauses - and the car is a guaranteed part of that future significant ascent. We've gotta filter out the noise and look as high level as possible. As boring as they currently seem, and as diluted and weakened as they've certainly become, they're still an exceptional company, executing in less obvious but more powerful ways, at a higher level than most. And they're still an excellent medium term investment, if your horizon spans a few years. My two cents - for whatever it's worth.
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Post by archibaldtuttle on Sept 10, 2016 15:53:34 GMT -8
I have upgraded annually to each new iPhone, but this year I'm going to wait. I like my 6s Plus, it's plenty fast, and I have many different headphones, including a high-end pair, that I enjoy using interchangeably with my phone, iPad, and macbook... Besides the 7 Plus camera, which I would love, I see no reason to upgrade and the headphone thing is a downside... so I wait.
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Post by tuffett on Sept 10, 2016 17:12:10 GMT -8
The latest "scoop" from the NYT regarding Project Titan has me concerned. I know it is conjecture and the authors don't exactly have a great track record when it comes to Apple, but we do need to think about the case where it may be true. With all the time and money Apple is putting into this, I expect a hardware product that is going to reignite the buzz around the company. A standalone software service might be great in its own way but I don't see it making a dent financially. Tesla, Google, Uber, Ford, Volvo are already delving into the future of transportation and I highly doubt they are going to turn to Apple for help, either due to their own stubbornness or they may have similar/better options. As an example, look how poorly Apple's TV negotiations are going. Apple's strength is hardware design and manufacturing, and tying in services to support that hardware. If they are just making a slightly more advanced version of Carplay I'm going to be sick, and would rather they distribute the billions of dollars they're putting into the R&D for this as dividends. Bottom line - Apple needs new hardware to keep growing.On the other hand, I fully support whatever R&D dollars are being spent on chip design. That part of the company is doing some unbelievable things right now. As valuable as it may be for ones personal investment strategy to avoid the always-rosy glasses, while weighing both sides of arguments, we also have to realize there is an inordinate amount of FUD with Apple, likely because it's recognized as a click generating topic. So to cut thru what may or may not be BS, you occasionally need to step back and think about what you know to be the company thesis. You know by now they like to own and run the full vertical stack of the product (as much as feasible), and that they play the long game. And this pertains to cars in that there's zero chance they won't actually make the physical car - and that even if the "underlying tech" FUD turns out to be true, it's just a temporary step on the path to the full car (as is car play, as was ROKR). I say this as not just a casual or recent investor, but one who's been following the company closely since early 90's and investing (starting with $15K) since 1998 after Jobs' return. That means nothing aside from the fact that I've "backed up the truck" (often thru loans & margins) at every FUD based downturn, having amassed nearly 400K shares till date. I too feel the company is faltering in ways it hadn't in the past, and will never be as strong as it was when a visionary ran it. But there's still a long run before the stock potentially slows - with this current period simply being another of the many pauses - and the car is a guaranteed part of that future significant ascent. We've gotta filter out the noise and look as high level as possible. As boring as they currently seem, and as diluted and weakened as they've certainly become, they're still an exceptional company, executing in less obvious but more powerful ways, at a higher level than most. And they're still an excellent medium term investment, if your horizon spans a few years. My two cents - for whatever it's worth. I hope you're right, but it just seems like the rumours these days are getting more and more accurate, so it's a definite cause for concern. It does make sense though that Mansfield wouldn't be brought out of retirement for something that isn't going to be a big deal. PS: 400,000 shares?! Wow.
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Post by deasys on Sept 10, 2016 18:16:32 GMT -8
I have many different headphones, including a high-end pair, that I enjoy using interchangeably with my phone, iPad, and macbook…the headphone thing is a downside... so I wait. You can still connect your traditional earphones to the new iPhone 7. An analog jack adapter is included.
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Post by longsince98 on Sept 10, 2016 18:22:19 GMT -8
As valuable as it may be for ones personal investment strategy to avoid the always-rosy glasses, while weighing both sides of arguments, we also have to realize there is an inordinate amount of FUD with Apple, likely because it's recognized as a click generating topic. So to cut thru what may or may not be BS, you occasionally need to step back and think about what you know to be the company thesis. You know by now they like to own and run the full vertical stack of the product (as much as feasible), and that they play the long game. And this pertains to cars in that there's zero chance they won't actually make the physical car - and that even if the "underlying tech" FUD turns out to be true, it's just a temporary step on the path to the full car (as is car play, as was ROKR). I say this as not just a casual or recent investor, but one who's been following the company closely since early 90's and investing (starting with $15K) since 1998 after Jobs' return. That means nothing aside from the fact that I've "backed up the truck" (often thru loans & margins) at every FUD based downturn, having amassed nearly 400K shares till date. I too feel the company is faltering in ways it hadn't in the past, and will never be as strong as it was when a visionary ran it. But there's still a long run before the stock potentially slows - with this current period simply being another of the many pauses - and the car is a guaranteed part of that future significant ascent. We've gotta filter out the noise and look as high level as possible. As boring as they currently seem, and as diluted and weakened as they've certainly become, they're still an exceptional company, executing in less obvious but more powerful ways, at a higher level than most. And they're still an excellent medium term investment, if your horizon spans a few years. My two cents - for whatever it's worth. I hope you're right, but it just seems like the rumours these days are getting more and more accurate, so it's a definite cause for concern. It does make sense though that Mansfield wouldn't be brought out of retirement for something that isn't going to be a big deal. PS: 400,000 shares?! Wow. Yeah, it's been 5 or so years since I've passed the "holy crap I can't believe this" mark, and I'm still often in disbelief. I owe so much to that company. While I've also built good real estate and business success too, AAPL has always been the "if fall else fails" thing - so I feel incredibly grateful. A lot of my perspective on them as the company they are today comes from being a founder operator of a business myself. And because of this I feel sure that they'll likely never be as strong without Jobs - tho that doesn't mean they can't have another double in the stock. I actually more believe in Bezos and Musk than an Apple without Jobs - but Apple is safer, because those other companies are far too expensive. For mid-term investors, Apple still has nice upside in it, with minimal downside risk compared to the other high growth large tech stocks (IMO). PS - by "there's still a long run before the stock potentially slows", I meant before it slows to a boring growth. It's obviously slowed and will never have the run it experienced since early 2000s
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Post by archibaldtuttle on Sept 10, 2016 19:34:23 GMT -8
I have many different headphones, including a high-end pair, that I enjoy using interchangeably with my phone, iPad, and macbook…the headphone thing is a downside... so I wait. You can still connect your traditional earphones to the new iPhone 7. An analog jack adapter is included. Yeah but I have to unplug the adapter to plug my headphones into my MacBook, then keep track of the adapter and remember to bring it with me, or keep it dangling out of my phone... Not exactly the seamless user experience I gravitate to Apple for.
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Post by Luckychoices on Sept 10, 2016 19:38:40 GMT -8
The latest "scoop" from the NYT regarding Project Titan has me concerned. I know it is conjecture and the authors don't exactly have a great track record when it comes to Apple, but we do need to think about the case where it may be true. With all the time and money Apple is putting into this, I expect a hardware product that is going to reignite the buzz around the company. A standalone software service might be great in its own way but I don't see it making a dent financially. Tesla, Google, Uber, Ford, Volvo are already delving into the future of transportation and I highly doubt they are going to turn to Apple for help, either due to their own stubbornness or they may have similar/better options. As an example, look how poorly Apple's TV negotiations are going. Apple's strength is hardware design and manufacturing, and tying in services to support that hardware. If they are just making a slightly more advanced version of Carplay I'm going to be sick, and would rather they distribute the billions of dollars they're putting into the R&D for this as dividends. Bottom line - Apple needs new hardware to keep growing.On the other hand, I fully support whatever R&D dollars are being spent on chip design. That part of the company is doing some unbelievable things right now. I say this as not just a casual or recent investor, but one who's been following the company closely since early 90's and investing (starting with $15K) since 1998 after Jobs' return. That means nothing aside from the fact that I've "backed up the truck" (often thru loans & margins) at every FUD based downturn, having amassed nearly 400K shares till date. Congratulations on the size of that truck, longsince7ish! I'm thankful that my wife and I bought AAPL whenever we could afford to do so since 2000 or so. Never would we have had the nerve to buy it on margin or with a loan. You must REALLY be happy Apple restarted the dividend program in 2012.
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Post by longsince98 on Sept 10, 2016 20:07:43 GMT -8
I say this as not just a casual or recent investor, but one who's been following the company closely since early 90's and investing (starting with $15K) since 1998 after Jobs' return. That means nothing aside from the fact that I've "backed up the truck" (often thru loans & margins) at every FUD based downturn, having amassed nearly 400K shares till date. Congratulations on the size of that truck, longsince7ish! I'm thankful that my wife and I bought AAPL whenever we could afford to do so since 2000 or so. Never would we have had the nerve to buy it on margin or with a loan. You must REALLY be happy Apple restarted the dividend program in 2012. Thank you! Yeah, my margin and loan game has been "extreme high risk" (but not since I believed in the return) from the start of my investment, and many a time I've sweated margin calls that get cancelled within the same call period - even recently. The dividend program essentially pays for my margin interest, since I'm so heavily leveraged With my outlook on the company in the past 12-18 months, I don't plan to ever "top up" on margins again though. Cheers!
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Post by rickag on Sept 11, 2016 6:13:57 GMT -8
The latest "scoop" from the NYT regarding Project Titan has me concerned. I know it is conjecture and the authors don't exactly have a great track record when it comes to Apple, but we do need to think about the case where it may be true. With all the time and money Apple is putting into this, I expect a hardware product that is going to reignite the buzz around the company. A standalone software service might be great in its own way but I don't see it making a dent financially. Tesla, Google, Uber, Ford, Volvo are already delving into the future of transportation and I highly doubt they are going to turn to Apple for help, either due to their own stubbornness or they may have similar/better options. As an example, look how poorly Apple's TV negotiations are going. Apple's strength is hardware design and manufacturing, and tying in services to support that hardware. If they are just making a slightly more advanced version of Carplay I'm going to be sick, and would rather they distribute the billions of dollars they're putting into the R&D for this as dividends. Bottom line - Apple needs new hardware to keep growing.On the other hand, I fully support whatever R&D dollars are being spent on chip design. That part of the company is doing some unbelievable things right now. As valuable as it may be for ones personal investment strategy to avoid the always-rosy glasses, while weighing both sides of arguments, we also have to realize there is an inordinate amount of FUD with Apple, likely because it's recognized as a click generating topic. So to cut thru what may or may not be BS, you occasionally need to step back and think about what you know to be the company thesis. You know by now they like to own and run the full vertical stack of the product (as much as feasible), and that they play the long game. And this pertains to cars in that there's zero chance they won't actually make the physical car - and that even if the "underlying tech" FUD turns out to be true, it's just a temporary step on the path to the full car (as is car play, as was ROKR). I say this as not just a casual or recent investor, but one who's been following the company closely since early 90's and investing (starting with $15K) since 1998 after Jobs' return. That means nothing aside from the fact that I've "backed up the truck" (often thru loans & margins) at every FUD based downturn, having amassed nearly 400K shares till date. I too feel the company is faltering in ways it hadn't in the past, and will never be as strong as it was when a visionary ran it. But there's still a long run before the stock potentially slows - with this current period simply being another of the many pauses - and the car is a guaranteed part of that future significant ascent. We've gotta filter out the noise and look as high level as possible. As boring as they currently seem, and as diluted and weakened as they've certainly become, they're still an exceptional company, executing in less obvious but more powerful ways, at a higher level than most. And they're still an excellent medium term investment, if your horizon spans a few years. My two cents - for whatever it's worth. Will you consider adopting me.
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bud777
fire starter
Posts: 1,352
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Post by bud777 on Sept 11, 2016 8:30:47 GMT -8
Just to put things in perspective, there are only 450 INSTITUTIONS that have more than 400K shares!! Amazing and congratulations
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Post by longsince98 on Sept 11, 2016 11:12:33 GMT -8
Just to put things in perspective, there are only 450 INSTITUTIONS that have more than 400K shares!! Amazing and congratulations Thank you Bud! And woah. That seems insane. I've often wondered, but never searched for the answer. How many institutions qualify in the same pool as the 450 (or how can I find such info)?
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Post by mace on Sept 11, 2016 12:03:11 GMT -8
... it just seems like the rumours these days are getting more and more accurate, so it's a definite cause for concern. It does make sense though that Mansfield wouldn't be brought out of retirement for something that isn't going to be a big deal. . Could be there are two camps and Mansfield is sent there to decide which camp is the direction to take, and rid of the other camp.
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,426
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Post by chinacat on Sept 11, 2016 14:04:13 GMT -8
Yeah but I have to unplug the adapter to plug my headphones into my MacBook, then keep track of the adapter and remember to bring it with me, or keep it dangling out of my phone... Not exactly the seamless user experience I gravitate to Apple for. I rarely use headphones, so perhaps I am missing something, but...if you keep the adapter attached to, or at least stored with, the headphones, doesn't that solve the problem?
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Post by archibaldtuttle on Sept 11, 2016 14:09:27 GMT -8
Yeah but I have to unplug the adapter to plug my headphones into my MacBook, then keep track of the adapter and remember to bring it with me, or keep it dangling out of my phone... Not exactly the seamless user experience I gravitate to Apple for. I rarely use headphones, so perhaps I am missing something, but...if you keep the adapter attached to, or at least stored with, the headphones, doesn't that solve the problem? No, because you need to take off the adapter in order to plug headphones into the iPhone. Definitely a first world problem, but it's not elegant to have another little dongle to keep track of.
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,426
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Post by chinacat on Sept 11, 2016 20:15:11 GMT -8
I rarely use headphones, so perhaps I am missing something, but...if you keep the adapter attached to, or at least stored with, the headphones, doesn't that solve the problem? No, because you need to take off the adapter in order to plug headphones into the iPhone. Definitely a first world problem, but it's not elegant to have another little dongle to keep track of. I just guess that's the price for being a leader instead of a follower. What is your alternative?
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