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Post by rickag on May 5, 2017 3:55:05 GMT -8
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Post by rob_london on May 5, 2017 4:14:02 GMT -8
I've been doing some number crunching of the 10-K. Here is a chart showing the year-on year % change in Apple's total purchase obligations (i.e. third-party manufacturing, component purchases, manufacturing equipment, advertising, R&D and other obligations). UBS and Morgan Stanley have previously noted that this is a reliable predictor of revenue in the coming quarter.
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,431
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Post by chinacat on May 5, 2017 4:48:18 GMT -8
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benoir
fire starter
*
Posts: 1,318
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Post by benoir on May 5, 2017 6:04:39 GMT -8
Little 'weeee.....'
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Post by tuffett on May 5, 2017 6:08:29 GMT -8
There can be no doubt that the upgrade cycle for tablets is longer than for phones. I welcome opinions about why. Usage requirements are less demanding than for a smartphone (for the average consumer) meaning a new iPad is way overpowered and will last for years without noticeable degradation. Also a lot less wear and tear on iPads - a lot of people replace phones due to broken screens, weak batteries etc. I don't see this as much of a problem for iPad. Large screen phones are also making the iPad unnecessary for a significant portion of the population.
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,431
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Post by chinacat on May 5, 2017 7:17:52 GMT -8
New ATH!
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Post by archibaldtuttle on May 5, 2017 7:54:03 GMT -8
Higher low, then higher high. Very constructive.
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Post by rob_london on May 5, 2017 7:59:19 GMT -8
Analysts trying to spend our money again:
Shares of U.S. videogame publishers rise after Citigroup lists them as potential targets for an Apple Inc <AAPL.O> buyout * FIFA maker Electronic Arts <EA.O>, Grand Theft Auto publisher Take Two Interactive <TTWO.O>, Call of Duty maker Activision Blizzard <ATVI.O> all up about 1 pct * EA, ATVI shares hit record highs; Activision also hikes its FY profit, revenue forecast on Thursday * Citi says the three developers would fit nicely with AAPL's overall strategy - all generate a significant portion of revenues outside the U.S. * AAPL has more than $250 bln in its cash pile; has been focusing on its burgeoning services business as device sales slow * Citi says buying these firms would only consume 4-25 pct of AAPL's cash balance; but adds that a deal with video streaming provider Netflix <NFLX.O> would be the most logical
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,431
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Post by chinacat on May 5, 2017 8:29:35 GMT -8
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Ted
fire starter
Posts: 882
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Post by Ted on May 5, 2017 8:42:53 GMT -8
Bigger 'wwhheeEeee.' Breaking new ground! Deflector shields to maximum! Ahead warp factor 3. Where's that Red Shirted Ensign?
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Ted
fire starter
Posts: 882
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Post by Ted on May 5, 2017 8:50:39 GMT -8
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Post by phoebear611 on May 5, 2017 9:02:04 GMT -8
I think we can go for a big wheee! Let's be bold and brazen - after all it's Friday!
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Post by dreamRaj on May 5, 2017 11:36:30 GMT -8
I think we can go for a big wheee! Let's be bold and brazen - after all it's Friday! Ha haa
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Post by dreamRaj on May 5, 2017 11:44:31 GMT -8
I don't remember the last time I saw AAPL so strong. By "so strong" I mean nothing seems to be able to break it like we've seen and become accustomed to in the past couple of years. Hope we keep going from strength to strength.
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4aapl
Moderator
Posts: 3,649
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Post by 4aapl on May 5, 2017 11:55:35 GMT -8
I don't remember the last time I saw AAPL so strong. By "so strong" I mean nothing seems to be able to break it like we've seen and become accustomed to in the past couple of years. Hope we keep going from strength to strength. Not what I would have expected. Often the stock heads one way and then returns to the same week ago spot, presumably to crush all the options, though some would say to give a buying opportunity for big money after boosting up volume. But AAPL is up a couple points from a week ago, and over a point from pre-earnings. Not a huge difference, but different than I would expect....though nice for those holding Maybe Buffet and Apple are buying....and a few funds that have been underweight.
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Post by artman1033 on May 5, 2017 12:06:48 GMT -8
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Post by zzmac on May 5, 2017 12:41:02 GMT -8
I think we can go for a big wheee! Let's be bold and brazen - after all it's Friday! Happy Friday!
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JDSoCal
Member
Aspiring oligarch
Posts: 4,186
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Post by JDSoCal on May 5, 2017 13:25:44 GMT -8
Holy crap, wahappen today? Did Uncle Warren save us?
Call wall was at 147. Definitely a bullish Friday close!
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on May 5, 2017 13:34:58 GMT -8
Wow. If this keeps up, I'll permanently 'be traveling' for the rest of the week...
Though I'm a little disappointed that there wasn't much opportunity to BTFD.
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Post by dreamRaj on May 5, 2017 14:07:26 GMT -8
Wow. If this keeps up, I'll permanently 'be traveling' for the rest of the week... Though I'm a little disappointed that there wasn't much opportunity to BTFD. I've been on the "dont fight the trend, follow it" bandwagon since the past three months. I BTFD at 145 on Wednesday. Will sell those calls around 155 OR sooner/later if/when the trend turns negative.
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benoir
fire starter
*
Posts: 1,318
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Post by benoir on May 5, 2017 14:11:03 GMT -8
Just woke up....yep that's a BiG WHEEEEEEeeeeeeeeee...
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Post by redinaustin on May 6, 2017 12:03:15 GMT -8
Analysts trying to spend our money again: Shares of U.S. videogame publishers rise after Citigroup lists them as potential targets for an Apple Inc <AAPL.O> buyout * FIFA maker Electronic Arts <EA.O>, Grand Theft Auto publisher Take Two Interactive <TTWO.O>, Call of Duty maker Activision Blizzard <ATVI.O> all up about 1 pct * EA, ATVI shares hit record highs; Activision also hikes its FY profit, revenue forecast on Thursday * Citi says the three developers would fit nicely with AAPL's overall strategy - all generate a significant portion of revenues outside the U.S. * AAPL has more than $250 bln in its cash pile; has been focusing on its burgeoning services business as device sales slow * Citi says buying these firms would only consume 4-25 pct of AAPL's cash balance; but adds that a deal with video streaming provider Netflix <NFLX.O> would be the most logical That's why they are Citi and Apple is Apple
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