Mav
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Post by Mav on Nov 22, 2012 13:04:00 GMT -8
Sweet, that'll probably be around 1/5 of Apple's iPhone sales, maybe less
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Post by Xphilos on Nov 22, 2012 13:33:44 GMT -8
Happy Thanksgiving, everyone!
from the Big Bang Theory tv show:
Howard: Every year my mother has all the relatives over and cooks up her famous tur-briske-fil.
Penny: Tur-briske-fil?
Howard: Turkey stuffed with a brisket stuffed with gefilte fish ... it’s not as good as it sounds.
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Post by rosie on Nov 22, 2012 13:49:13 GMT -8
Happy Thanksgiving to each and every one of you. Thai pumpkin soup , green salad, and baked apples and pears w/quinoa here. You can have my share of the gefilte fish.
I was hoping to order that new iMac tonight, but judging by the AU store, it doesn't seem to be available yet.
Oprah must be hoarding them all.
Enjoy the day.
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Post by mbeauch on Nov 22, 2012 14:03:28 GMT -8
Happy Thanksgiving, everyone! from the Big Bang Theory tv show: Howard: Every year my mother has all the relatives over and cooks up her famous tur-briske-fil. Penny: Tur-briske-fil? Howard: Turkey stuffed with a brisket stuffed with gefilte fish ... it’s not as good as it sounds. LOL, we watch that show also. Quite funny. Sheldon is my favorite. OK, here goes the Thanksgiving dinner here: Turkey, ham, sweet potato casserole, green bean casserole, mac and cheese, dressing, chicken and dumplings, collard greens, potato salad, deviled eggs, and for desert; pecan pie, apple pie, key lime pie. I feel fat, even after playing football with the youngsters.
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Post by lance on Nov 22, 2012 15:34:19 GMT -8
Does anyone think Apple should get into the high-end headphone game with a product similar the beats/sol republic headphones but with a glow apple symbol? I think it could be great success and high margin product.
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Post by mbeauch on Nov 22, 2012 16:54:58 GMT -8
Does anyone think Apple should get into the high-end headphone game with a product similar the beats/sol republic headphones but with a glow apple symbol? I think it could be great success and high margin product. Niche product. Not worth the effort. You can't sell a billion dollars worth of headphones.
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Mav
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Post by Mav on Nov 22, 2012 16:57:38 GMT -8
EarPods are fine. Apple does what it needs to in that space. THREE kinds of pie. Nice, MB.
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Mav
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Post by Mav on Nov 22, 2012 16:58:38 GMT -8
Don't forget - markets open half-day on Friday.
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Post by wolverine on Nov 22, 2012 18:02:37 GMT -8
Happy Thanksgiving, everyone! from the Big Bang Theory tv show: Howard: Every year my mother has all the relatives over and cooks up her famous tur-briske-fil. Penny: Tur-briske-fil? Howard: Turkey stuffed with a brisket stuffed with gefilte fish ... it’s not as good as it sounds. LOL, we watch that show also. Quite funny. Sheldon is my favorite. OK, here goes the Thanksgiving dinner here: Turkey, ham, sweet potato casserole, green bean casserole, mac and cheese, dressing, chicken and dumplings, collard greens, potato salad, deviled eggs, and for desert; pecan pie, apple pie, key lime pie. I feel fat, even after playing football with the youngsters. My vegan tofurkey was wonderful, with arugula salad and chardonnay and pink-iced cupcakes. We watched our favorite game ... ladies figure skating.
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Post by mbeauch on Nov 22, 2012 18:31:31 GMT -8
My vegan tofurkey was wonderful, with arugula salad and chardonnay and pink-iced cupcakes. We watched our favorite game ... ladies figure skating. Its no wonder we are so different. tofurkey, ha, wussy! arugula, salad, yech. No wonder you are so bitter, you eat bitter salads and you lost your man card. Ice skating,
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mark
fire starter
Posts: 1,545
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Post by mark on Nov 22, 2012 18:37:51 GMT -8
I do not understand the animosity toward AZ. But if we are honest with ourselves, had he gone massively short at 680-705 on the way up, we would have lambasted him roundly. Happy Thanksgiving everyone!!!
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Post by phoebear611 on Nov 22, 2012 18:41:13 GMT -8
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Post by wolverine on Nov 22, 2012 19:10:03 GMT -8
I do not understand the animosity toward AZ. But if we are honest with ourselves, had he gone massively short at 680-705 on the way up, we would have lambasted him roundly. Happy Thanksgiving everyone!!! Good point ... anyone who goes against the rah-rah consensus on this board is savaged, and it never ends even when the stock drops 200 points. We all need to be careful out there.
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mark
fire starter
Posts: 1,545
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Post by mark on Nov 22, 2012 19:10:32 GMT -8
Hmmm, some questions and comments: 1) "Microsoft recently unveiled tablet software, called Windows RT, that received good reviews." Yes, I saw Oprah called the Microsoft Surface one of her "favorite things" ... she tweeted that comment from her iPad! ;D 2) Why does it have to be Microsoft versus Apple in the article? Maybe both are good investments from here. 3) "$90 billion net in cash, investments and liquid assets" Last I saw, I think the cash number is north of $120 billion. Where did Brett get his numbers from? I tend to think that both could be good investments, however, I worry more about Microsoft, because if they want Surface/RT to be a success, they may have to subsidize it for a while like they did for Xbox. That could cost billions over the next year or two.
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Post by wolverine on Nov 22, 2012 19:12:52 GMT -8
My vegan tofurkey was wonderful, with arugula salad and chardonnay and pink-iced cupcakes. We watched our favorite game ... ladies figure skating. Its no wonder we are so different. tofurkey, ha, wussy! arugula, salad, yech. No wonder you are so bitter, you eat bitter salads and you lost your man card. Ice skating, Hey, lighten up ... I was just toyin' witcha. On the other hand, maybe this is how all of us in the blue states eat, and is why we are so much thinner and fitter than all you red staters LOL!
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mark
fire starter
Posts: 1,545
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Post by mark on Nov 22, 2012 19:15:49 GMT -8
But if we are honest with ourselves, had he gone massively short at 680-705 on the way up, we would have lambasted him roundly. Happy Thanksgiving everyone!!! Good point ... anyone who goes against the rah-rah consensus on this board is savaged, and it never ends even when the stock drops 200 points. We all need to be careful out there. That's not what I meant. This board is an Apple Investors board, and we focus mostly on Apple. We are generally bullish, but that's because the company is doing VERY well, better than any other [sizable]company I can think of offhand. When we become bearish someday, there will be some discussion about it and then posting will likely dry up as we move to the XYZZY board and discuss that great new company that is exhibiting superb performance. Furthermore, "savaged" is great hyperbole. I've been on the Internet since the 70's (yep, when it was invented) and on various incarnations of message boards since the early 80's and this is NOTHING savage compared to so much else that I've seen. People here are downright tame in comparison.
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Post by rutgersguy92 on Nov 22, 2012 19:49:25 GMT -8
I saw something today, where Amazon was listing discounts on the MacBook Pro and another Apple product. My first response was, "Are we at the point where we need to discount?", then realized we are in the intial stages of the holiday season and all is well.
Does anybody know what is going on here? Are these discounts orchestrated by Amazon and they are taking the loss on price, while Apple maintains it usual margin on the item sold? Or does Amazon get a discount from buying in volume?
Thanks in advance.
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Mav
Member
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Post by Mav on Nov 22, 2012 20:05:13 GMT -8
Amazon regularly discounts Macs. And MacMall and a bunch of other third-party resellers. Don't worry, nothing new. I've gotten my past two iMacs, discounted a bit (plus no tax, of course ), from the 'Zon. The only reason my next iMac _might not_ be bought from other than Apple? Fusion Drive, maybe a better vid card. We'll see.
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Post by mbeauch on Nov 22, 2012 20:12:59 GMT -8
I do not understand the animosity toward AZ. But if we are honest with ourselves, had he gone massively short at 680-705 on the way up, we would have lambasted him roundly. Happy Thanksgiving everyone!!! Jason sold out at 700, nobody gave him grief.
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Post by prazan on Nov 22, 2012 20:33:16 GMT -8
It is easy to second guess. I had some Jan 680/700's and they were not even close to full value when AAPL was at 705, maybe $11 with $9 still to be made. Again, it is a little early to be gloating about his mistakes. He has had great success and I fully expect him to come out on top in the long run. People let him manage their money because they do not want to watch on a regular basis. I do not understand the animosity toward AZ. I only pick on him because he's one of the biggest names in the world of AAPL analysts, and because he runs a hedge fund. An independent guy handling that kind of money should have some basic risk management principles and accountability. I just wonder if the people who trusted their money to him were expecting an overall performance that beat simply buying and holding AAPL stock (which is what Zaky claims to be the goal of the portfolio) or if they were expecting a roller coaster casino-type game where they could either make a ten bagger or lose it all. Those are two very different objectives and it seems the portfolio has traded on the latter but the goal was declared as the former. This is why I will never invest funds with someone until I see how both good and bad times are handled. I'm not gloating, just bringing up something for discussion on a slow day. I am fully aware that the spreads could very well still pay out either partially or fully. As I understand it (which is incompletely) AZ runs a subscription service primarily. Investors pay $2K a year for access to his web site, which contains his recommended portfolios (buy and hold shares is one, Apple spreads another, SPY momo trades another) and his technical analysis of the day's/week's/month's action. He makes calls when to buy and sell for all portfolios. Investors then follow those calls or not. Perhaps he runs a separate hedge fund as well, though I know nothing of that.
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mark
fire starter
Posts: 1,545
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Post by mark on Nov 22, 2012 21:19:27 GMT -8
I saw something today, where Amazon was listing discounts on the MacBook Pro and another Apple product. My first response was, "Are we at the point where we need to discount?", then realized we are in the intial stages of the holiday season and all is well. Does anybody know what is going on here? Are these discounts orchestrated by Amazon and they are taking the loss on price, while Apple maintains it usual margin on the item sold? Or does Amazon get a discount from buying in volume? Thanks in advance. Amazon is a bad example because Amazon has no need to earn [much] money. They trade at, what, a PE of 300 or so, maybe even higher? Basically Amazon can cut it's margin to cost, or maybe cost plus a few percent. I would wonder more about places like MacMall, etc.
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mark
fire starter
Posts: 1,545
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Post by mark on Nov 22, 2012 21:21:03 GMT -8
But if we are honest with ourselves, had he gone massively short at 680-705 on the way up, we would have lambasted him roundly. Happy Thanksgiving everyone!!! Jason sold out at 700, nobody gave him grief. Did he suddenly go massively short, or just sell to lock in some gains?
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platon
Member
"All we can know is that we know nothing. And that's the height of human wisdom.? Tolstoy
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Post by platon on Nov 22, 2012 21:28:49 GMT -8
Good point ... anyone who goes against the rah-rah consensus on this board is savaged, and it never ends even when the stock drops 200 points. We all need to be careful out there. That's not what I meant. This board is an Apple Investors board, and we focus mostly on Apple. We are generally bullish, but that's because the company is doing VERY well, better than any other [sizable]company I can think of offhand. When we become bearish someday, there will be some discussion about it and then posting will likely dry up as we move to the XYZZY board and discuss that great new company that is exhibiting superb performance. Furthermore, "savaged" is great hyperbole. I've been on the Internet since the 70's (yep, when it was invented) and on various incarnations of message boards since the early 80's and this is NOTHING savage compared to so much else that I've seen. People here are downright tame in comparison. I agree with you. I read this blog with the intention of gaining as much knowledge as possible about why I should invest in Apple from people who I consider very knowledgeable about the fundamentals of this company. If I want to hear the dark side of the company I can always go to an Android site. If and when guys like Mercel, mbeauch, JD and Red begin to question these fundamentals I will become even more cautious than I am now. You are right as well about the hyperbole because the dungeon here would be the penthouse on sites that I roost in late at night. Another plus for those seeking investment nirvana as Ms. Ipad keeps a tight rein.
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JDSoCal
Member
Aspiring oligarch
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Post by JDSoCal on Nov 22, 2012 21:36:40 GMT -8
Hmmm, some questions and comments: 1) "Microsoft recently unveiled tablet software, called Windows RT, that received good reviews." Yes, I saw Oprah called the Microsoft Surface one of her "favorite things" ... she tweeted that comment from her iPad! ;D 2) Why does it have to be Microsoft versus Apple in the article? Maybe both are good investments from here. 3) "$90 billion net in cash, investments and liquid assets" Last I saw, I think the cash number is north of $120 billion. Where did Brett get his numbers from? I tend to think that both could be good investments, however, I worry more about Microsoft, because if they want Surface/RT to be a success, they may have to subsidize it for a while like they did for Xbox. That could cost billions over the next year or two. WTF have you been reading? I see Brett Arends is still colossally stupid. No no no no NO. For the love of God, go read a Surface and a Windows 8 review. Then read this: Microsoft Has FailedThen tell me MSFT is a good buy. Unbelievable, man. MSFT is dying, and due to its size, it is going to be the most epic failure ever. Oh, and Happy Thanksgiving.
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Mav
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Post by Mav on Nov 22, 2012 21:43:27 GMT -8
Apple beat Microsoft?Best Thanksgiving evar. (Really, it happened years ago.)
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Post by tradermac on Nov 22, 2012 22:22:17 GMT -8
Jason sold out at 700, nobody gave him grief. Did he suddenly go massively short, or just sell to lock in some gains? Jason went to cash only. He eventually got back in but admittedly too early and got burned pretty bad with the rest of us. He went to cash again before the final capitulation, so took some big losses, then got back in after the recovery. I believe he is now 55% invested.
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jz
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"Study the natural order of things and work with it rather than against it." -- Lao Tsu
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Post by jz on Nov 22, 2012 22:22:18 GMT -8
From the WSJ bad-advice article: Microsoft for the past decade also has paled in comparison as an investment. Someone who invested $10,000 in Microsoft stock 10 years ago and reinvested the dividends would have about $13,000 today, according to FactSet. The equivalent figure for Apple would be $700,000.
My take: This does not sound like the basis of a good argument for investing in Microsoft over Apple. Every year for the past 10 this Guy or one of clones writes a piece like this saying that Apple's run is over. Like an earthquake forecaster, one year they will be right. Not today. Not this year.
He got his facts wrong. His conclusion is based on faulty reasoning. And he's completely ignoring the magnitude of disruption Microsoft's model is facing. Their CEO and undoubtedly a lot of unimaginative underlings spend every waking and dreaming moment thinking about how to stay in Power rather than how to empower their end-users. Microsoft could be saved, but not by the powers that be. And this WSJ genius advises us all to put our money in the Bank of Zuneville!
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mark
fire starter
Posts: 1,545
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Post by mark on Nov 23, 2012 0:47:27 GMT -8
From the WSJ bad-advice article: Microsoft for the past decade also has paled in comparison as an investment. Someone who invested $10,000 in Microsoft stock 10 years ago and reinvested the dividends would have about $13,000 today, according to FactSet. The equivalent figure for Apple would be $700,000. My take: This does not sound like the basis of a good argument for investing in Microsoft over Apple. Every year for the past 10 this Guy or one of clones writes a piece like this saying that Apple's run is over. Like an earthquake forecaster, one year they will be right. Not today. Not this year. Oh, I agree with this. Very strongly. I'm not selling my core Apple holdings until I'm convinced that Apple is on a real downturn (by real, I mean fundamental, not just a large drop in stock price). I'm sure you've heard the Android-droids accuse Apple of just this sin. The examples they usually give are the lack of custom keyboards (and something called swype that I have yet to see) and general lack of customization permitted. I've even toyed with using an Android (maybe the new Nexus 4) for a few months just to see if there is any truth to the matter.
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mark
fire starter
Posts: 1,545
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Post by mark on Nov 23, 2012 1:01:05 GMT -8
Hmmm, some questions and comments: 1) "Microsoft recently unveiled tablet software, called Windows RT, that received good reviews." Yes, I saw Oprah called the Microsoft Surface one of her "favorite things" ... she tweeted that comment from her iPad! ;D 2) Why does it have to be Microsoft versus Apple in the article? Maybe both are good investments from here. 3) "$90 billion net in cash, investments and liquid assets" Last I saw, I think the cash number is north of $120 billion. Where did Brett get his numbers from? I tend to think that both could be good investments, however, I worry more about Microsoft, because if they want Surface/RT to be a success, they may have to subsidize it for a while like they did for Xbox. That could cost billions over the next year or two. WTF have you been reading? I see Brett Arends is still colossally stupid. No no no no NO. For the love of God, go read a Surface and a Windows 8 review. Then read this: Microsoft Has FailedThen tell me MSFT is a good buy. Unbelievable, man. MSFT is dying, and due to its size, it is going to be the most epic failure ever. Oh, and Happy Thanksgiving. Whoa! I just read that article and it makes me want to sell my Nokia.
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