chinacat
Moderator
AAPL Long since 2006
Posts: 4,426
|
Post by chinacat on Sept 21, 2019 4:44:35 GMT -8
|
|
chinacat
Moderator
AAPL Long since 2006
Posts: 4,426
|
Post by chinacat on Sept 21, 2019 5:39:19 GMT -8
|
|
|
Post by macster on Sept 21, 2019 15:48:12 GMT -8
Another Apple watch story...
|
|
chinacat
Moderator
AAPL Long since 2006
Posts: 4,426
|
Post by chinacat on Sept 21, 2019 18:00:19 GMT -8
|
|
|
Post by plcm123 on Sept 22, 2019 5:33:58 GMT -8
This is an old article, from August 1.
|
|
chinacat
Moderator
AAPL Long since 2006
Posts: 4,426
|
Post by chinacat on Sept 22, 2019 5:59:29 GMT -8
This is an old article, from August 1. ...and your point is...? Mine was that Apple can’t win with some folks no matter what they do. Given what appears to be a positive reaction to the Fall releases, will we now see an article from MarketWatch once again lamenting Apple’s reliance on iPhone sales?
|
|
|
Post by sponge on Sept 22, 2019 11:09:43 GMT -8
Netflix has been in business since 1997.
Today they have 139 million subscribers.
They spend $18 billion on original content and is making 6%.
That’s after 23 years. Apple buying a studio is not the solution at this point.
Isaacson is correct. Disney will win this battle, and Apple should have done this 10 years ago. It is late to the game.
|
|
|
Post by Luckychoices on Sept 22, 2019 12:01:59 GMT -8
I don’t know about you, but I judge my investments by the number of dollars I receive in both price growth and yield. Have yet to find a store that accepts percentage points as payment. I was perfectly happy investing in AAPL on growth basis only, and for me dividends are the 🍒 on top. Of course, YMMV.True But everyone is very happy now with that view as we are close to ATH. That attitude will change drastically when your portfolio is 55% lower. And one will wonder how long it will stay there. I have been around to see how many here felt and acted in 2001, 2005, 2009, 2013, 2015.Hmm. Let me think...how did I feel and act those particular years? Oh, yeah, now I remember: 2001 - Stayed Long AAPL 2005 - Stayed Long AAPL 2009 - Stayed Long AAPL 2013 - Stayed Long AAPL 2015 - Stayed Long AAPL Gee, sponge, hated to see you turn into such a Gloomy Gus, but I think I'll just stay Long AAPL. Cheers to the Longs! Note: Sorry to be replying to such old posts but I've had weak or no internet access.
|
|
Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,091
|
Post by Dave on Sept 22, 2019 12:07:46 GMT -8
Remember that Apple introduced the first AppleTV in 2007. And they did nothing with it until a few years ago. It was just a hobby. Well, while they were playing with their hobby, many others were developing the future of streaming. Apple could have easily turned it into a DVR and cornered the market. But now they are trying to play catch-up dumping billions of dollars trying to compete.
|
|
|
Post by silkstone on Sept 22, 2019 12:13:45 GMT -8
Netflix has been in business since 1997. Today they have 139 million subscribers. They spend $18 billion on original content and is making 6%. That’s after 23 years. Apple buying a studio is not the solution at this point. Isaacson is correct. Disney will win this battle, and Apple should have done this 10 years ago. It is late to the game. Netflix has done very well, mostly due to the iPhone. Lately their stock has been dropping like a lead balloon because everyone is now realizing how overpriced their content is. A lot of those nflx subscribers who are going to be dropping the service will move over to TV+. All the silly naysayers are about to find out exactly why Apple did not buy Netflix. Apple plays the long game.
|
|
|
Post by sponge on Sept 22, 2019 12:31:56 GMT -8
True But everyone is very happy now with that view as we are close to ATH. That attitude will change drastically when your portfolio is 55% lower. And one will wonder how long it will stay there. I have been around to see how many here felt and acted in 2001, 2005, 2009, 2013, 2015.Hmm. Let me think...how did I feel and act those particular years? Oh, yeah, now I remember: 2001 - Stayed Long AAPL 2005 - Stayed Long AAPL 2009 - Stayed Long AAPL 2013 - Stayed Long AAPL 2015 - Stayed Long AAPL Gee, sponge, hated to see you turn into such a Gloomy Gus, but I think I'll just stay Long AAPL. Cheers to the Longs! Note: Sorry to be replying to such old posts but I've had weak or no internet access. The point I was making was that attitudes change when the stock corrects. Yes I am still bullish on Apple long term given their successful history. However I think things are different now and short term we are in trouble. Don’t want to see folks here lose money because they see nothing but ATH based on new iPhones and services. Apple will go down because it is a participant in the world economy, but a bigger reason is bad management. The most expensive iPhone is $1400, and anyone who thinks that a $5 streaming service will sell more of those iPhones, will be sadly mistaken.
|
|
|
Post by Luckychoices on Sept 22, 2019 12:34:01 GMT -8
The Disney CEO saying this is no accident. He is venting after forced to resign from a company he admires. Look if Apple wanted to do steaming and add a service like video they were better off buying a studio. Disney made sense for many reasons from an economic and experience perspective. But when you have the CEO on the board the battle is half over to merge. Both companies were founded on providing good customer service. It made sense for many reasons. I am a huge Disney fan simply because they know how to entertain not only with movies but their theme parks. Now they compete and it will get ugly. $6 billion experiment will become very costly when it fails and WS punishes them for not expanding their services. They can’t compete with Disney no matter how much money TC throws into movies.ReCode said it correctly, they know hardware but don’t know movie production.Netflix has been in business since 1997. Today they have 139 million subscribers. They spend $18 billion on original content and is making 6%. That’s after 23 years. Apple buying a studio is not the solution at this point.Isaacson is correct. Disney will win this battle, and Apple should have done this 10 years ago. It is late to the game.As Yogi Berra famously said, "It's déjà vu all over again." I particularly like this quote: Ed Colligan, Palm's CEO at the time: "We've learned and struggled for a few years here figuring out how to make a decent phone. PC guys are not going to just figure this out. They're not going to just walk in."
This one is a close second, IMO: Steve Ballmer, then Microsoft's CEO: "There's no chance that the iPhone is going to get any significant market share. No chance."Others:Nokia scoffed, too. Here's what Anssi Vanjoki, its chief strategist at the time, said: "Even with the Mac, Apple has attracted much attention at first, but they have still remained a niche manufacturer. That will be in mobile phones as well." John Dvorak: "What Apple risks here is its reputation as a hot company that can do no wrong. If it's smart it will call the iPhone a 'reference design' and pass it to some suckers to build with someone else's marketing budget. Then it can wash its hands of any marketplace failures." Source: Apple is now worth over $1 trillion — here are 9 people who were convinced the iPhone would be a major flopI'll be happy to keep a copy of *your* comments, sponge. You know, just in case you're wrong.
|
|
|
Post by sponge on Sept 22, 2019 13:13:43 GMT -8
Comparing Apple to Oranges. No pun intended.
What is Apple bringing to the table the studios can’t? Last I recall TC is not a content genius or creative guru. He is an engineer and management trained CEO that inherited an amazing company. The iMac, iPod, and iPhone had little to do with him, other then building everything in China.
Apple was full of smart and creative people like Jonny Ives, Steve Jobs and many other amazing engineers. They developed hardware and software that could compete and win a battle with Palm and MS in mobile. MS is still king in desktop and cloud I might add.
They don’t have that talent in the company and buying it is not enough. Movie production and distribution is much more complex.
Side note. I was looking for my daughter’s dorm last week in Apple maps and I was about 2000 yards from it. Apple was sending me to Indiana, Aman Jordan and Germany. Their iOS 13 is full of bugs. Not acceptable.
|
|
|
Post by plcm123 on Sept 22, 2019 14:43:17 GMT -8
This is an old article, from August 1. ...and your point is...? Mine was that Apple can’t win with some folks no matter what they do. Given what appears to be a positive reaction to the Fall releases, will we now see an article from MarketWatch once again lamenting Apple’s reliance on iPhone sales? Ah i see, sorry I misunderstood.
|
|
|
Post by hyci004 on Sept 22, 2019 17:20:35 GMT -8
Huge demands for the iPhone 11/11 Pro. iPhone 11/11 Pro are going to be bigger than the iPhone 6/6+ cycle.
|
|
stub
Member
The fix is in. Be patient. Don't panic.
Posts: 300
|
Post by stub on Sept 22, 2019 18:47:46 GMT -8
check out this insane level of buying right at the close on Friday and in after hours trading. In the last 13 years of investing in AAPL, I've NEVER seen after hours buying at this level. Not even close. Now, I could be wrong, but if I'm readin' this right, it could mean that the stock price is in for a surge in the near term. Should be interesting to see what happens...
|
|
|
Post by dmiller on Sept 23, 2019 4:17:43 GMT -8
The most expensive iPhone is $1400, and anyone who thinks that a $5 streaming service will sell more of those iPhones, will be sadly mistaken. The least expensive iPhone 11 is $699. The iPhone 8 is $599. $5/month for a year is $60. That’s almost 10% off of the price of the iPhone 11, and 10% off the iPhone 8. Anyone who thinks 10% off isn’t a nice inducement to upgrade for people who might be on the fence is sadly mistaken 🙂
|
|
|
Post by Luckychoices on Sept 23, 2019 5:09:25 GMT -8
Hmm. Let me think...how did I feel and act those particular years? Oh, yeah, now I remember: 2001 - Stayed Long AAPL 2005 - Stayed Long AAPL 2009 - Stayed Long AAPL 2013 - Stayed Long AAPL 2015 - Stayed Long AAPL Gee, sponge, hated to see you turn into such a Gloomy Gus, but I think I'll just stay Long AAPL. Cheers to the Longs! Note: Sorry to be replying to such old posts but I've had weak or no internet access. The point I was making was that attitudes change when the stock corrects. Yes I am still bullish on Apple long term given their successful history. However I think things are different now and short term we are in trouble. Yeah, right. Remember this post you made in March? You thought things were different *then* and that short term we were in trouble. Apple in trouble is a recurring theme with you. We were at ~$175, but you were "seeing" 145-120 for the summer. Too bad for anyone who used your WAG as a basis for their AAPL investing. Don’t want to see folks here lose money because they see nothing but ATH based on new iPhones and services. Apple will go down because it is a participant in the world economy, but a bigger reason is bad management. The most expensive iPhone is $1400, and anyone who thinks that a $5 streaming service will sell more of those iPhones, will be sadly mistaken. If you really don't want to "...see folks here lose money...", quit making wild-ass-guesses about AAPL's future share price disguised as credible investing information. At least identify it as your best *guess*, because that's really what it is. You not only don't bet your "life" on it, in most cases you don't even seem to bet your own money on it.
|
|