walterwhite
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"I am the one who knocks!"... Albuquerque, NM
Posts: 346
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Post by walterwhite on Jul 19, 2019 6:50:25 GMT -8
watching paint dry day... despite positive results from MSFT, AAPL went into red almost immediately
wow...
"Nomura lowers its price target on the tech giant to $175 from $180."
so nomura lowered then raised the bs price target by $5 in the same period AAPL went down then up $30...
i don't have enough eye roll emojis to express my thoughts about them π π π π π π π π π π π π π π π π π π π π π π π π π π π π
cheers to the longs!
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4aapl
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Post by 4aapl on Jul 19, 2019 6:58:29 GMT -8
AAPL is down just a little this morning....MSFT's movement didn't bring in the tide for everyone else.
In the groups I was in at Apple, we often had several user stories in mind when creating, designing, and improving our products. So with Apple Remote Desktop, one was of a classroom, where the teacher was sharing her screen across all the systems, then wanted to switch to showing Jonny's, and helped Bob, and then shared the homework assignment. With Software Update Server, maybe it was thinking of University of Minnesota with 40,000 Macs, where a new software update is released and now they want to test it out and approve it for download, and then have it on the local servers.
At one point maybe around 2003 we were asked from above about a Home Server, of what it would have, what problems it would solve, and basically why it should be made. This was to a group that constantly built/designed/tested the Server Software, often thinking in terms of users in the field having 10-500 machines per server, and yet personally lusting for some of the features to use for our own small setups at home.
But whether we were distracted with the latest OS X release or not, we couldn't come up with a good set of uses. We all wanted it, or thought we did. But there just wasn't a good set of stepped up things towards the server software, which at the time was $1k for the unlimited version, that a normal user would want that OS X couldn't do. Netbook/NetInstall? Mail Server? Web Server? FTP? Really it came down to being able to make backups and be a central hub of your household file sharing. This was before Time Machine, though mp3s and photos were getting big for end users. But there just wasn't a good user story there that we could come up with, at that time, to justify a product while trying to stay focused on what mattered most.
So, today's question is what product do you think Apple should make, hardware or software, and why?
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chinacat
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AAPL Long since 2006
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Post by chinacat on Jul 19, 2019 7:05:03 GMT -8
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walterwhite
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"I am the one who knocks!"... Albuquerque, NM
Posts: 346
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Post by walterwhite on Jul 19, 2019 7:15:52 GMT -8
i actually saw that story and considered including the link but backed off once i saw gordon kelly
(thanks for linking anyway... i suppose best be aware of any kind of AAPL chatter)
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Post by sponge on Jul 19, 2019 7:23:41 GMT -8
i actually saw that story and considered including the link but backed off once i saw gordon kelly (thanks for linking anyway... i suppose best be aware of any kind of AAPL chatter)
This is not much news regarding what the 11 will have. The leaks have pretty much confirmed a minor upgrade. The bigger news is not 5G or radically redesigned 12, but the 3D technology. That too me is very cool. I want to control my iPad or iPhone without touching it. Apple will justify the high price for the 5G chips and the 3D camera. it will sell well but not as well as everyone will expect. So I think the breakout year for aapl will be 2021 with the recession and election behind us. The 12S will be the phone everyone will finally buy, especially if Apple can keep it under $800. In stock news, I did load up on more puts this morning. Pleasantly surprised to see that we are weaker then market. Usually this signals future weakens. We will see if I am reading the tea leaves correctly by next Thursday.
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Post by sponge on Jul 19, 2019 7:37:08 GMT -8
The SPY MACD turned bearish three days ago. Last time it did that was May 1.
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chinacat
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Post by chinacat on Jul 19, 2019 7:44:18 GMT -8
i actually saw that story and considered including the link but backed off once i saw gordon kelly
(thanks for linking anyway... i suppose best be aware of any kind of AAPL chatter)
Thanks for opening todayβs thread. I guess great minds do think alike
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Post by CdnPhoto on Jul 19, 2019 7:57:13 GMT -8
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chinacat
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AAPL Long since 2006
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Post by chinacat on Jul 19, 2019 8:46:10 GMT -8
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walterwhite
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"I am the one who knocks!"... Albuquerque, NM
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Post by walterwhite on Jul 19, 2019 8:49:08 GMT -8
So I think the breakout year for aapl will be 2021 with the recession and election behind us.
will tim cook be fired by then as well? otherwise you won't be able to join us in this great breakout aapl investment...
(you may well be right about a correction btw and even - gasp - make some money on the puts... statistically you should win close to 50% in a flat market... ever read 'a random walk down wall st'?)
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Post by sponge on Jul 19, 2019 8:51:27 GMT -8
So I think the breakout year for aapl will be 2021 with the recession and election behind us.
will tim cook be fired by then as well? otherwise you won't be able to join us in this great breakout aapl investment... (you may well be right about a correction btw and even - gasp - make some money on the puts... statistically you should win close to 50% in a flat market... ever read 'a random walk down wall st'?)
The beauty is that I can make money even if he is still around. Donβt have enough influence yet on the board to have him removed.π
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Post by CdnPhoto on Jul 19, 2019 9:12:31 GMT -8
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Post by joel90069 on Jul 19, 2019 9:33:32 GMT -8
Monthly options expiration today. There are 31,000 Call contracts at 205. We'll close just below.
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4aapl
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Post by 4aapl on Jul 19, 2019 10:34:52 GMT -8
Monthly options expiration today. There are 31,000 Call contracts at 205. We'll close just below. With normal volume, especially when considering the 14k offsetting puts at 205, that's really not enough open interest to peg the closing value. It may happen. But between the relatively low numbers, and the large daily volume (46.5k so far), I wouldn't be placing bets on it closing at or within a few pennies of $205.00. I'd prefer that it does though, given the stock is currently more than a buck lower.
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Deleted
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Post by Deleted on Jul 19, 2019 10:44:57 GMT -8
I doubt any significant number of Apple's customers will hold off on buying an iPhone until it has 5G. It's really a marketing term anyway. I also don't think it's in Apple's best interest to tout 5G iPhones when they arrive, whenever that is. I think it'll be a bullet point on the screen behind the presenter and nothing more. The whole basis for buying Apple products is that the whole isn't merely the sum of the parts, as many insist something that's a computer has to be. Moreover, by the time their client base cares (as opposed to the the non-differentiated and lacking in profit rivals hoping to increase either of these with 5G) it will be there and they'll be like "yeah, does everything you want, like always". Qualcommies will crow about it on tech websites that few Apple users care about.
Now when they have their own SoC with integration baseband in a few years they'll advertise it, but I seriously doubt they'll emphasize it's included modem. I'd expect some version of this: "all Apple CPU A15 that makes iPhone sip power and be small and other awesomeness to be the best iPhone ever". The modem will still be a bullet point if even that, because the baseband itself won't be offering anything significantly different from previous discrete modem models.
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Post by sponge on Jul 19, 2019 11:04:05 GMT -8
I think people will hold off from upgrading not because they donβt think it is worth the 5G but rather the old 4G iPhone is good enough especially when one paid $1000. 6 years ago it was easy to upgrade when it cost one only about $200-$300 up front.
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walterwhite
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"I am the one who knocks!"... Albuquerque, NM
Posts: 346
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Post by walterwhite on Jul 19, 2019 11:37:32 GMT -8
Monthly options expiration today. There are 31,000 Call contracts at 205. We'll close just below. With normal volume, especially when considering the 14k offsetting puts at 205, that's really not enough open interest to peg the closing value. It may happen. But between the relatively low numbers, and the large daily volume (46.5k so far), I wouldn't be placing bets on it closing at or within a few pennies of $205.00. I'd prefer that it does though, given the stock is currently more than a buck lower.
hmm... what's the next stop down from $205... $202.50?
seems it's heading that way, unfortunately... congrats to sponge on puts (this time)
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Post by sponge on Jul 19, 2019 11:51:07 GMT -8
I am only lucky. Letβs see where we are on Monday.
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elmar
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Post by elmar on Jul 19, 2019 12:08:03 GMT -8
I think Sponge has to thank Iran for the gains in his puts. I guess this late sell off as been caused by Iranβs capture of a British oil tanker. I was just wondering that it has not yet been mentioned here.
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Post by joel90069 on Jul 19, 2019 12:08:04 GMT -8
My psychic transmissions were interrupted by a kidnapped oil tanker
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walterwhite
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"I am the one who knocks!"... Albuquerque, NM
Posts: 346
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Post by walterwhite on Jul 19, 2019 12:12:57 GMT -8
hmm... what's the next stop down from $205... $202.50?
$202.59 close; $202.50 AH
crappy action... looking at the list of intraday thread titles last time AAPL performed this badly (down 1.5%) was june 25th...
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walterwhite
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"I am the one who knocks!"... Albuquerque, NM
Posts: 346
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Post by walterwhite on Jul 19, 2019 12:16:58 GMT -8
I think Sponge has to thank Iran for the gains in his puts. I guess this late sell off as been caused by Iranβs capture of a British oil tanker. I was just wondering that it has not yet been mentioned here. My psychic transmissions were interrupted by a kidnapped oil tanker hmm... AAPL down 1.5% versus 0.6% s&p and 0.25% dow (of which aapl is a major component, so more like flat on the dow) did i miss apple getting into the oil business?!
friggin exxon is up 0.2%!
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Post by joel90069 on Jul 19, 2019 14:32:07 GMT -8
I think Sponge has to thank Iran for the gains in his puts. I guess this late sell off as been caused by Iranβs capture of a British oil tanker. I was just wondering that it has not yet been mentioned here. My psychic transmissions were interrupted by a kidnapped oil tanker hmm... AAPL down 1.5% versus 0.6% s&p and 0.25% dow (of which aapl is a major component, so more like flat on the dow) did i miss apple getting into the oil business?!
friggin exxon is up 0.2%! The S&P includes stocks that may benefit from todayβs news (oil, defense). AAPL always exaggerates (positively and negatively) the indices.
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Post by sponge on Jul 19, 2019 16:54:33 GMT -8
I think the selloff has more to do with comments from the FED member about not needing to raise rates.
There is also Charter that WS expects .5 and we may only get .25
Also there are more stories about the Chinese and US not making progress in talks.
Also there have been two reports about lower sales for Apple in China.
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