Deleted
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Post by Deleted on Dec 5, 2012 14:11:09 GMT -8
Maybe this is why… www.macrumors.com/2012/12/05/record-att-smartphone-sales-bode-well-for-iphone-in-4q-2012/"The wireless carrier is selling smartphones at a record pace -- 6.4 million already in the first two months of the quarter, according to Ralph de la Vega, CEO of AT&T's mobility arm. De la Vega, speaking at an investor conference today, said he now expects to sell 26 million smartphones this year, 1 million more than previously expected." That puts AT&T at about 9.6M smart phones for this quarter - only 200,000 more than last year. Translates to about 7.7M iPhones - only 2% growth YOY. The extrapolation is a guess but even if accurate, total iPhones sold this quarter is about production, not demand. And even De La Vega doesn't know how many iPhones get sold in December, especially the 4 and 4s which are much better options to the 5 than the 3GS was to the 4s a year ago. De La Vega of ATT would love to sell more Windows phones because the users treat them like feature phones.
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JDSoCal
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Post by JDSoCal on Dec 5, 2012 14:21:34 GMT -8
One good thing about the margin change today is that in future I presume it will lead to slightly less in the way of margin calls on pullbacks. Mary Todd Lincoln said the play was actually pretty good, all things considered.
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Post by lovemyipad on Dec 5, 2012 14:24:19 GMT -8
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JDSoCal
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Aspiring oligarch
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Post by JDSoCal on Dec 5, 2012 15:00:05 GMT -8
The market can stay irrational longer than you can stay solvent. Think about this headline and try not to have your head explode: Apple, Pandora sinks; H-P leads tech uptickH-Fucking-P is up on a day Apple tanks. A company that actually loses money. As bad as Win 8 and the Surface are, HP doesn't even have a mobile strategy that I am aware of. HP stuck with PC's, which is like sticking with Meth as a lifestyle choice. I mean, it's like comparing the US Navy to Trinidad and Tobago's. Oh, and RIMM, another company with negative EPS, was up ~3% today.
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Post by madmaxroi on Dec 5, 2012 15:02:53 GMT -8
Ok, I'll just go sit over here.. As the inspector used to say... my tip to you my Podboy is that someday you will grow up to be a Podman. RIP Peter Sellers
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Mav
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Post by Mav on Dec 5, 2012 15:06:30 GMT -8
Today's headlines "amuse" as usual. AAPL's halo cracked? It cracked crossing back over 644, media FUD-flingers. You're kinda late. I'm reminded of that OutKast song ("The Whole World") Can you trust the stock? Maybe more like the market in general. There's also the matter of the crowded trade. On the bright side, I do believe Tim Cook and the Apple Board are now at least .001% more likely to think of something like a buyback or stock split in the next 12 months.
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Post by madmaxroi on Dec 5, 2012 15:16:34 GMT -8
Today's headlines "amuse" as usual. AAPL's halo cracked? It cracked crossing back over 644, media FUD-flingers. You're kinda late. I'm reminded of that OutKast song ("The Whole World") Can you trust the stock? Maybe more like the market in general. There's also the matter of the crowded trade. On the bright side, I do believe Tim Cook and the Apple Board are now at least .001% more likely to think of something like a buyback or stock split in the next 12 months. Unfortunately, will most likely only have an interest as an Apple user and not an investor by then.
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Post by phoebear611 on Dec 5, 2012 15:21:34 GMT -8
One good thing about the margin change today is that in future I presume it will lead to slightly less in the way of margin calls on pullbacks. Mary Todd Lincoln said the play was actually pretty good, all things considered. LMAO! .... hilarious
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Deleted
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Post by Deleted on Dec 5, 2012 15:34:40 GMT -8
One good thing about the margin change today is that in future I presume it will lead to slightly less in the way of margin calls on pullbacks. Mary Todd Lincoln said the play was actually pretty good, all things considered. Lol. I'm always looking on the bright side of life. I think I've become numb to these ridiculous sell offs - I was literally laughing at the close today at the insanity of it all.
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Post by nathanstevens on Dec 5, 2012 15:47:12 GMT -8
Spent the day mountain biking today enjoying the amazing 65 degree weather in the Colorado front range. Needless to say, I was a bit shocked when I got back and saw the stock price. Did CNBC announce the death of TC or that apple decided to stop selling iPhones and iPads?
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Mav
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Post by Mav on Dec 5, 2012 15:50:41 GMT -8
(/sarcasm) would've helped that last post there
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Post by osx10 on Dec 5, 2012 15:53:43 GMT -8
Unfortunately, will most likely only have an interest as an Apple user and not an investor by then./blockquote]
What will Wall Street do we (Muppets) decide to just keep our money out of the market?
I still think that TC's silence is making this worse than necessary. In the absence of facts, people assume the worst.
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Post by phoebear611 on Dec 5, 2012 15:54:36 GMT -8
I really like Scott - everything is matter of fact and very pragmatic. It is what it is. Although - I am not loving his worse case scenario which sounds like if another shoulder forms we could be going WAY down. He's not ready to say that but he throws it out there. ugh.
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Post by nathanstevens on Dec 5, 2012 15:55:48 GMT -8
Previous post included heavy sarcasm. Sorry if it alarmed anyone.
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Post by phoebear611 on Dec 5, 2012 15:56:11 GMT -8
TC will never say anything....but it bums me out that nothing is said about the company in general....throw us a positive bone now and then. No need to worry about the bad news - the street will make some up if there is no real one.
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Mav
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Post by Mav on Dec 5, 2012 16:20:13 GMT -8
I have a hard time seeing a head and shoulders when AAPL never really got all that close to 644 on the bounce. Unless you're looking at something like this: Prepare for everything, but if you can get AAPL crashing down to valuation levels formerly occupied by, like RIMM (when, y'know, it had actual net income), the entire market should go down with it. Best in breed stocks shouldn't be "trusted" anyway. Trade or invest based on timeframe. That's the universal truth until it isn't.
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Deleted
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Post by Deleted on Dec 5, 2012 16:49:38 GMT -8
I really like Scott - everything is matter of fact and very pragmatic. It is what it is. Although - I am not loving his worse case scenario which sounds like if another shoulder forms we could be going WAY down. He's not ready to say that but he throws it out there. ugh. That was depressing - sounds like an apple bull who has finally lost his faith.
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Post by macziggy on Dec 5, 2012 17:24:32 GMT -8
Is aapl oversold? Thanks. Not quite oversold on the daily chart. At RSI 35.57. At oversold, it would go below 30. For reference, at 505, the RSI was around 23. It is oversold on the hourly chart at RSI 20.47.
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Post by mbeauch on Dec 5, 2012 17:25:24 GMT -8
The talk of a H&S on the weekly is very disturbing. If AAPL drops to 400 I would think they would contemplate taking the company private. I am sure there would be plenty of investors more than willing to step up. China?
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Post by artman1033 on Dec 5, 2012 17:30:33 GMT -8
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Post by macziggy on Dec 5, 2012 17:33:31 GMT -8
There is no clue on what percentage of phones are iPhones - even if growth at AT&T is only 10% for all smartphones, it's possible that iPhone makes up a larger percentage of sales, and consequently Apple could have much higher than 10% growth on AT&T. Well considering last year the iphone made up 77% of AT&T's sales, you do the math. My guess is slightly up from last year at this time at AT&T. I do believe this is having an impact today. I am going to have to dig and see how far along the roll out was last year at this time to make comparisons. (Country availability) Lately, I've had friends who have opted to go the Virgin Mobile route with no 2-year contract involved and fees of about $30/month, even though they have to pay the full unsubsidized price for the phone of $650. It's a better deal in the long run and they can upgrade at any time and sell the phone on Ebay. So, I wonder how many more customers these independent cell services have picked up?
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mark
fire starter
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Post by mark on Dec 5, 2012 17:49:21 GMT -8
TC will never say anything....but it bums me out that nothing is said about the company in general....throw us a positive bone now and then. No need to worry about the bad news - the street will make some up if there is no real one. What should he say exactly? "I'm sorry the stock is only up 35% or so on the year"
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Deleted
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Post by Deleted on Dec 5, 2012 18:03:15 GMT -8
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Mav
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Post by Mav on Dec 5, 2012 18:04:00 GMT -8
YES! Because Lumia. Or something?
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Post by jeffi on Dec 5, 2012 18:05:57 GMT -8
Mary Todd Lincoln said the play was actually pretty good, all things considered. LMAO! .... hilarious Best post of the day!
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Deleted
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Post by Deleted on Dec 5, 2012 18:08:16 GMT -8
The talk of a H&S on the weekly is very disturbing. If AAPL drops to 400 I would think they would contemplate taking the company private. I am sure there would be plenty of investors more than willing to step up. China? On the one hand, TA isn't predictive, but now TA is giving oxygen to a H&S pattern that takes AAPL to $400. Makes perfect sense, thank you. And Wall Street wonders why the retail investor distrusts it.
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Deleted
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Post by Deleted on Dec 5, 2012 18:11:27 GMT -8
YES! Because Lumia. Or something? Welcome back Maverooni. Lumia is big, thick, heavy and more to love. ;D
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Post by lovemyipad on Dec 5, 2012 18:19:48 GMT -8
The last time - June 4 - don't ask me how I remember - we reached 547 - we closed at 562. I'm hoping history duplicates itself and voting for a 562 close. LOL, you ad me go back and look. The stockcharts site shows split adjusted numbers which totally screws up the numbers. It does show a 562 close, but a low of 543. Now add 5 to each, carry the .2, divide by 4, multiply by 6, square the denominator............. It's annoying enough to make me ditch stockcharts. Is consistent data too much to ask? Blah.
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Post by rickag on Dec 5, 2012 18:22:16 GMT -8
I like Scott also, but if AAPL falls to anywhere near $400 I will remortgage the house liquidate all my other assets and buy.
AAPL is already crazy low and $400 … well …there is no exclamation to describe it.
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Deleted
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Post by Deleted on Dec 5, 2012 18:22:49 GMT -8
in the FWIW department, a Apple guy who knows something about retail whispered in my ear that Apple is "doing good" this holiday quarter. That is code for: Apple is ROCKING!
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