Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Mar 5, 2013 1:47:51 GMT -8
Another day, another rumor: www.macrumors.com/2013/03/05/next-generation-ipads-due-in-april-iphone-5s-in-august/Next Generation iPads Due in April, iPhone 5S in August? Following today's research report from KGI Securities analyst Ming-Chi Kuo suggesting that the iPhone 5S could launch in July with a fingerprint sensor, Rene Ritchie at iMore confirms that the iPhone 5S will be unveiled during the summer, but targets an August release date. Apple has previously launched phones in June through October, with the iPhone 4S released in October and the iPhone 5 released in September. According to Ritchie, the upcoming iPhone 5S will be similar to the iPhone 4S, improving the internals of the phone while leaving the outer casing untouched. Sources familiar with the plans have told iMore that the iPhone 5S does indeed have the same basic design as the iPhone 5, with a more advanced processor and an improved camera. With the iPhone 5, Apple reduced the thinness of the casing but managed to keep essentially the same, if not slightly better, overall quality. Given the dimensions, or lack-thereof, that in-and-of itself was a feat of engineering. With the iPhone 5S, the aim is to once again raise the bar in terms of iPhone optics, including a much better camera in essentially the same casing. No huge surprises there, given the past history of S-class iPhones. iMore is also predicting a possible April launch date for the fifth generation iPad and the second generation iPad mini, which would be in line with the previous spring launch dates for the original iPad, the iPad 2, and the third generation iPad. According to iMore, a casing redesign is expected for the fifth generation iPad, but it remains unclear if the iPad mini will feature Retina. Apple is not going to release iPads that costs more or don't get as good battery life as the current models. So, if the next iPad mini does end up getting slated for April, it could be a spec bump, or have something other than Retina as a differentiator. Hopefully we'll know more soon. Previous Retina iPad mini speculation has suggested a fall release date, which could fit in with iMore's predicted April launch if Apple moves to a bi-annual release schedule for its tablets. The Cupertino-based company could potentially release an iPad mini with a minor spec bump in April, and another with a Retina display in the fall. iMore has been spot on with recent Apple releases, reporting the Lightning connector several months before it was released and predicting both the iPad mini launch date and the announcement date of the iPhone 5.
|
|
|
Post by appledoc on Mar 5, 2013 2:59:23 GMT -8
Let's see how the market treats this. When sentiment was positive, a story like this was good for a nice green day. I know I got excited when I saw that story last night.
|
|
|
Post by rob_london on Mar 5, 2013 4:15:17 GMT -8
Not sure whether I am hallucinating but AAPL appears to be green in PMT....
|
|
Since84
Moderator
To infinity and beyond!
Posts: 3,933
|
Post by Since84 on Mar 5, 2013 4:28:37 GMT -8
I am reading a lot of posts here about what apple should do to make the stock more attractive. The posts seems to be divided between those who suggest that Apple needs to prove that it is an innovative company and those who think it should take financial steps to improve the EPS. Given that apple just brought out new versions of almost every product, why do think that a new iDevice would help? If WS can ignore the success of the iHone5 and the miniipad, why would a watch or TV make a difference. Similarly, if you cN have the 5th most successful quarter in history and have the stock fall 30%, what basis is there to think that there would be a positive reaction to a buyback. I think what droves us nuts is that we do not have a reasonable explanation for what is happening. I wouldn't mind an unexpected response to Samsung's pending release -- just enough to take the wind out of Samsung's sails.
|
|
|
Post by Odd-Lot Richard on Mar 5, 2013 4:52:26 GMT -8
Wow, go muncher go! May there be tailwinds ever at your back!
I'd join you but I'm overcommitted to the FruitCo as it is and I need to stick to policy--must keep my emergency cash.
Edit: punctuation, plus wanted to add that I agree that capitulation has been a bit pervasive in here lately.
|
|
|
Post by rickag on Mar 5, 2013 5:38:37 GMT -8
Okay, for the past 200 points I have been patient. I have never called a bottom. Well, Mrs iPad (bless her heart) has stock and put spreads. Thurman ( !!!) is learning TA and has put spreads. People are calling for $400 or even $380. I hope for a Red Dog Reversal and people respond that we have $10 more to go. I say no. Bullshit. Today was capitulation and I am calling my first bottom. Apple is a great company and we have fallen too far, too fast. It's up from here. This is my line in the sand. I'm all in. Good luck to all. Good luck, I hope you're right.
|
|
|
Post by ahmpower on Mar 5, 2013 5:49:29 GMT -8
Okay, for the past 200 points I have been patient. I have never called a bottom. Well, Mrs iPad (bless her heart) has stock and put spreads. Thurman ( !!!) is learning TA and has put spreads. People are calling for $400 or even $380. I hope for a Red Dog Reversal and people respond that we have $10 more to go. I say no. Bullshit. Today was capitulation and I am calling my first bottom. Apple is a great company and we have fallen too far, too fast. It's up from here. This is my line in the sand. I'm all in. Good luck to all. Good luck, I hope you're right. +285
|
|
|
Post by Odd-Lot Richard on Mar 5, 2013 6:02:58 GMT -8
Good luck, I hope you're right. +285 Ah, I see what you did there. Finally.
|
|
|
Post by zzmac on Mar 5, 2013 6:21:02 GMT -8
+286 Ah, I see what you did there. Finally.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Mar 5, 2013 6:35:33 GMT -8
In response to last night's graph, I was asked if I think YOY sales of iPhones will decline. No, I don't. I was merely trying to show a conservative growth story with the addition of two new products. Do I expect both iTV and iWatch in the Dec. quarter? Not really, but I'm hopeful for at least one of them.
If reports of a new iPhone launching in July hold, some of the holiday sales will be consumed in the September quarter.
To Spongie: I'll be real happy with a $15 handle for the holiday quarter. You should be too. Time to wear gravity boots Mr. Spaceman...
|
|
|
Post by ibuyer on Mar 5, 2013 6:37:57 GMT -8
red dog reversal?
|
|
|
Post by mtjs on Mar 5, 2013 6:59:58 GMT -8
... wait for it
|
|
|
Post by ibuyer on Mar 5, 2013 7:18:09 GMT -8
... wait for it woof!
|
|
|
Post by terps530 on Mar 5, 2013 7:20:42 GMT -8
... wait for it woof! hahaha. whoa some buyers out there now. I thought they were extinct.
|
|
|
Post by appledoc on Mar 5, 2013 7:31:42 GMT -8
Good morning. Can we get one of these with volume for a change?
|
|
|
Post by sponge on Mar 5, 2013 7:31:46 GMT -8
I wanted to be excited about today's green day, but I can't help but feel as if we are simply just catching up with overall market. Lets hold that 420 line this week.
GOOG is now $400 higher then us. That is depressing but yet a sign that at some point we will switch places again. The only question is how high will we be when that happens.
I have never been less excited about a green day. I will take it and hope for more green tomorrow.
|
|
|
Post by osx10 on Mar 5, 2013 7:39:02 GMT -8
I think today's rally is tied to all of the posts yesterday about the new All Time High for Apple. I agree that we'll see a new Apple All Time High.
|
|
|
Post by ahmpower on Mar 5, 2013 7:44:56 GMT -8
Let's organize the Vegas 800 party for this year.
AAPL All Time High
|
|
|
Post by sponge on Mar 5, 2013 7:49:43 GMT -8
Let's organize the Vegas 800 party for this year. AAPL All Time High LOL We would be celebrating New Years Eve at the same time. It is really hard to get those gravity boots on.
|
|
|
Post by ibuyer on Mar 5, 2013 7:50:14 GMT -8
Let's organize the Vegas 800 party for this year. AAPL All Time High That's not happening. Would be happy with a 600 party!
|
|
|
Post by sponge on Mar 5, 2013 7:58:33 GMT -8
Let's organize the Vegas 800 party for this year. AAPL All Time High That's not happening. Would be happy with a 600 party! A part of me agrees. One never really knows when the WS Gods decide to get back in. It should be noted that if we follow past history we could do well this year and recover or go nowhere. Like somone pointed out that after we hit ATH of 200 in 2007 we did not get there again for 33 months, after the last big correction. So the optimistic projection is $800 by Dec or the really depressing projection of hitting $800 by June 2015. Apple will impress us this year and blow us away in 2014 and 2016 with incredible upgrades and products that few can copy. Buy and Hold
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Mar 5, 2013 8:02:02 GMT -8
With all due respect, I think you should try not to look at what Apple has done in the past...Apple was growing EPS near 100%/year for many years, so big rallies could happen. While I think Apple is much too low now, I think any 100% rally from here will take many years, if it ever happens. I could see Apple settling in the 600 range and then go the IBM way and have moderate share prices increases but the focus goes to dividends.
|
|
|
Post by po1nt on Mar 5, 2013 8:12:12 GMT -8
Bought Jan 14' leaps this morning at 424.... This is getting silly. Hopefully it ends today!
|
|
|
Post by sponge on Mar 5, 2013 8:22:05 GMT -8
With all due respect, I think you should try not to look at what Apple has done in the past...Apple was growing EPS near 100%/year for many years, so big rallies could happen. While I think Apple is much too low now, I think any 100% rally from here will take many years, if it ever happens. I could see Apple settling in the 600 range and then go the IBM way and have moderate share prices increases but the focus goes to dividends. In 2009 eps grew 10% YOY 4th quarter and the stock moved 142% that year. I don't think there is much correlation between eps growth and the stock price right now or then. If you are correct then Apple is finished and there is no way I see that at all. I do see them as IBM, except it is 1963 and by 1979 they split three times. One 2:1, 5:4, 4:1. While dividends increased 2000%.
|
|
|
Post by ibuyer on Mar 5, 2013 8:34:23 GMT -8
In 2009 eps grew 10% YOY 4th quarter and the stock moved 142% that year. I don't think there is much correlation between eps growth and the stock price right now or then. Can I have some of whatever you are smoking/drinking/taking? Seriously, anyone else think foward EPS growth does not correlate to stock price in the medium term?
|
|
|
Post by sponge on Mar 5, 2013 8:34:39 GMT -8
For today here is what I want to see that would convince me we are out of the woods.
I want us to close above 435 with volume in the high 20 million.
|
|
|
Post by seabiscuit on Mar 5, 2013 8:44:33 GMT -8
Any prognostication of APPL share price down the road with reasonable accuracy is difficult. Too many things can happen. My long term bull case for Apple is based on my belief that the coming years will see termendous innovations in consumer and enterprise electronic communication and entertainment technology. With its cash and cash generating capability, brand name, patents; no company is positioned better than Apple to be the spearhead.
|
|
|
Post by sponge on Mar 5, 2013 8:51:55 GMT -8
Any prognostication of APPL share price down the road with reasonable accuracy is difficult. Too many things can happen. My long term bull case for Apple is based on my belief that the coming years will see termendous innovations in consumer and enterprise electronic communication and entertainment technology. With its cash and cash generating capability, brand name, patents; no company is positioned better than Apple to be the spearhead. Bingo And in 5 years they will be even stronger Just look back and see where we were in 2003.
|
|
|
Post by bud777 on Mar 5, 2013 9:05:18 GMT -8
Seriously, anyone else think foward EPS growth does not correlate to stock price in the medium term?
Yea, actually. Given the way P/E has collapsed from 15 to 10, I think you would have a hard time arguing that there is a strong statistical correlation. I would be surprised if it was above .4 over the past year. It might be fun to calculate it.
|
|
|
Post by sponge on Mar 5, 2013 9:08:04 GMT -8
Seriously, anyone else think foward EPS growth does not correlate to stock price in the medium term? Yea, actually. Given the way P/E has collapsed from 15 to 10, I think you would have a hard time arguing that there is a strong statistical correlation. I would be surprised if it was above .4 over the past year. It might be fun to calculate it. Eps growth has been averaging about 40% the last 5 years and yet p/e has averaged below 16. That is proof that there is little connection. You want more proof. Look at AmZN and Netflix.
|
|