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Post by rickag on Oct 7, 2016 3:49:54 GMT -8
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Post by phoebear611 on Oct 7, 2016 5:34:35 GMT -8
PED: Daryanani: Apple ASPs could 'wow' Wall Street (excerpts)
One of the secrets of the iPhone's extraordinary profit margins—perhaps the secret—is that the average selling price doesn't change much from year to year...
Conventional wisdom says that if iPhone ASPs haven't already headed south, they soon will. Indeed, the consensus on Wall Street, according to RBC analyst Amit Daryanani, is that iPhone prices fell 5% to 10% in the fiscal year that wrapped up last month.
But the Street may be in for a surprise, Daryanani told clients in a note issued early Friday. He expects ASPs to be flat or modestly up year over year. "Based on our recent iPhone 7 survey results," he wrote, "ASP’s could be the “wow’ factor this EPS season."
According to Daryanani, 71% of respondents in his survey were planning to buy the newest iPhone (compared with 56% last year) and 46% were looking at larger (and higher-margin) 5.5" phones, compared with 38% last year.
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Post by artman1033 on Oct 7, 2016 6:01:54 GMT -8
PED: Daryanani: Apple ASPs could 'wow' Wall Street (excerpts) One of the secrets of the iPhone's extraordinary profit margins—perhaps the secret—is that the average selling price doesn't change much from year to year... Conventional wisdom says that if iPhone ASPs haven't already headed south, they soon will. Indeed, the consensus on Wall Street, according to RBC analyst Amit Daryanani, is that iPhone prices fell 5% to 10% in the fiscal year that wrapped up last month. But the Street may be in for a surprise, Daryanani told clients in a note issued early Friday. He expects ASPs to be flat or modestly up year over year. "Based on our recent iPhone 7 survey results," he wrote, "ASP’s could be the “wow’ factor this EPS season." According to Daryanani, 71% of respondents in his survey were planning to buy the newest iPhone (compared with 56% last year) and 46% were looking at larger (and higher-margin) 5.5" phones, compared with 38% last year. I would be VERY surprised if iPhone ASP was higher. Fact: HIGH iPhone ASP 7s and 7 Plus in short supply low iPhone ASP SE available.
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Post by artman1033 on Oct 7, 2016 6:05:35 GMT -8
The SAMSUNG NOTE 7 may have a serious design flaw. A test applying pressure to the middle of the phone, causes it to smoke and catch on fire. "In a safe and controlled lab environment, the researchers applied pressure to the Galaxy Note 7’s battery. They continued to apply an increasing amount of pressure until finally, the phone burst into flames. While the test doesn’t simulate the exact conditions under which a defective Note 7 might combust, the result is the same: Smoke, then a huge ball of fire, then the charred remains of a one-beautiful smartphone." bgr.com/2016/10/07/note-7-replacements-explodes-photos-recall/
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Post by dmiller on Oct 7, 2016 7:47:20 GMT -8
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Post by hledgard on Oct 7, 2016 10:16:46 GMT -8
Trump still keeps making comments about somehow forcing Apple to make its phones in the US. I do not know if he could do this, but it sure is scary from a stockholder viewpoint. And I recall Jobs saying the US does not have the infrastructure to do this.
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Post by tuffett on Oct 7, 2016 10:37:10 GMT -8
Trump still keeps making comments about somehow forcing Apple to make its phones in the US. I do not know if he could do this, but it sure is scary from a stockholder viewpoint. And I recall Jobs saying the US does not have the infrastructure to do this. I think they'd be willing to move to Canada at that point. They could enjoy a nice 15% corporate tax rate too.
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Post by BillH on Oct 7, 2016 10:48:00 GMT -8
Trump still keeps making comments about somehow forcing Apple to make its phones in the US. I do not know if he could do this, but it sure is scary from a stockholder viewpoint. And I recall Jobs saying the US does not have the infrastructure to do this. I think they'd be willing to move to Canada at that point. They could enjoy a nice 15% corporate tax rate too. Well, let's hope they didn't forget to install the overthrusters on the spaceship.
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Post by tuffett on Oct 7, 2016 11:30:42 GMT -8
Trump still keeps making comments about somehow forcing Apple to make its phones in the US. I do not know if he could do this, but it sure is scary from a stockholder viewpoint. And I recall Jobs saying the US does not have the infrastructure to do this. They only need to make the products imported to US in the US. If not pay a 35% import tax. Rule would apply to all imports. I think you would see the US infrastructure magically grow overnight. More likely that companies will just pay the tax and raise the price, screwing the consumer. Terrible plan. The US should be focusing on good job growth, not low-level assembly line jobs. With unemployment at 5-6% but poverty so rampant, do you need more jobs or do you need better jobs?
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Post by BillH on Oct 7, 2016 12:55:45 GMT -8
Trump still keeps making comments about somehow forcing Apple to make its phones in the US. I do not know if he could do this, but it sure is scary from a stockholder viewpoint. And I recall Jobs saying the US does not have the infrastructure to do this. They only need to make the products imported to US in the US. If not pay a 35% import tax. Rule would apply to all imports. I think you would see the US infrastructure magically grow overnight. And we know this is a good idea because it worked so well for Brazil and India. Forgetting the small me smart ass comment for a moment I'd like to just say a few things about this. No, I don't want my kids assembling iPhones which means I shouldn't want your kids doing it either. Forgetting THAT for the moment but their have been two stories in just the last week that are relevant to this. The first talks about how rapidly Hon Hai i implementing robots on their production line. The second talks about the number of employable males there are in the US that seemingly aren't interested in working anymore. www.theverge.com/2016/9/27/13059144/dji-robomasters-robot-drone-battle-video-frank-wang-interview www.startribune.com/millions-of-men-are-idle-by-choice-in-quiet-catastrophe/396234211/
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Post by mace on Oct 7, 2016 12:57:47 GMT -8
Assuming you're a politician who can make the decision to block the jobs loss, consider this: a. Moving low level assembly jobs out to Mexico, allow carrier products to be competitive in the global market places, and keep a certain (smaller in number to the low assembly) group of people employed; or b. Block the move, carrier products can compete with products from Europe, Japan, China, etc. Carrier eventually go bankrupt. That certain group becomes jobless. Bearing in mind, in USA, we run on a one person-one vote system. Would you choose option a. or b. and face the consequence of your choice. Which option? Why?
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Post by BillH on Oct 7, 2016 13:00:05 GMT -8
What I fear is the possibility that giving up production means that we lose the mechanism by which production practices are moved forward and the knowledge that's acquired by doing so. Given how Apple has designed it's products and secured the machinery to implement those designs I'm no longer sure it's a valid concern.
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Post by macster on Oct 7, 2016 13:46:43 GMT -8
I am not sure where I read this proposal, maybe here, on another board or financial news article. One looney-tune way to create millions of Jobs is give severance pay to 65+ year old baby boomers that are still working full time to retire. Maybe in the range of 300 grand to 1 million, thereby creating millions of new jobs within months. Have not thought out the consequences of such a plan. I'll tweet it to Trump. No worries.....
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Post by rickag on Oct 7, 2016 14:56:39 GMT -8
I am not sure where I read this proposal, maybe here, on another board or financial news article. One looney-tune way to create millions of Jobs is give severance pay to 65+ year old baby boomers that are still working full time to retire. Maybe in the range of 300 grand to 1 million, thereby creating millions of new jobs within months. Have not thought out the consequences of such a plan. I'll tweet it to Trump. No worries..... Between what I paid and my employers paid into Social Security I am already owned more than the $300,000 at the low end of your scale. AND THE GOVERNMENT WILL NOT BE PAYING ME INTEREST ON MY INVESTMENT. Sorry for the rant, bad week at work and the Texas Rangers are stinking it up.
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JDSoCal
Member
Aspiring oligarch
Posts: 4,186
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Post by JDSoCal on Oct 7, 2016 18:42:14 GMT -8
A guy comes on here to read stuff about Apple, but all he gets is politics, jeez louise!
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Post by macster on Oct 7, 2016 19:35:13 GMT -8
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