|
Post by cambrose on Mar 30, 2013 9:06:20 GMT -8
About where is Forstall mentioned? Don Melton's interviews with Apple start around the 50 minute mark.
|
|
platon
Member
"All we can know is that we know nothing. And that's the height of human wisdom.? Tolstoy
Posts: 3,944
|
Post by platon on Mar 30, 2013 9:38:51 GMT -8
About where is Forstall mentioned? Don Melton's interviews with Apple start around the 50 minute mark. Don talks about Forstall at: 38:20, at 51:40 (extensively) and at 1:00:35. Also mentions him a couple of more times in the interview.
|
|
platon
Member
"All we can know is that we know nothing. And that's the height of human wisdom.? Tolstoy
Posts: 3,944
|
Post by platon on Mar 30, 2013 9:46:43 GMT -8
I miss mbeauch, JD and roni. +1 These guys and Mace, Mercell, Mav, Dawntreader and others discussing the fundamentals of Apple the company was great. I just wish I would have been on the site when some of the older guys were posting as well. My cost basis probably would have been better than it is now.
|
|
|
Post by cambrose on Mar 30, 2013 9:48:21 GMT -8
Don Melton's interviews with Apple start around the 50 minute mark. Don talks about Forstall at: 38:20, at 51:40 (extensively) and at 1:00:35. Also mentions him a couple of more times in the interview. Thanks! That's a little more accurate The whole interview is quite fascinating and worth listening to... If you're interested in the history of technology. Stories from the front lines.
|
|
|
Post by cambrose on Mar 30, 2013 9:55:49 GMT -8
I was wondering what the board thinks about the current anti-Apple campaign by the Chinese government. While we spend all this time worrying about "dividend vs. buyback" or "Can Apple innovate" or all these other contrived issues, it seems to me that here is a huge potential problem that is not really being discussed. Given the importance of the Chinese market and the power that the government has, isn't anyone concerned that the current anti-Apple publicity campaign will escalate into other limitations? I certainly don't know anything about the issue and would love to hear thoughts from those who do. This is nothing more than retaliation for our government's "attack" against Huawei and ZTE. Both of those firms use their OS to gather sensitive user data. US intelligence agencies put out an alert to that affect. In many ways, the Chinese act like undisciplined children that don't understand why others disapprove of their conduct. We can speculate as to why the government is doing this and there are good possibilities raised in a number of current articles, but yes, it has me worried that a China Mobile deal might not get done this year. My investments have been critically wounded by my own incompetence through this free fall so I've pinned my hopes on some form of recovery by Jan 2014 (where I still hold some fairly OTM calls). Need every catalyst we can muster.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Mar 30, 2013 10:11:58 GMT -8
|
|
|
Post by cambrose on Mar 30, 2013 10:18:57 GMT -8
First catalyst can be a new Mac Pro at NAB. That would be the time to do it. Minor, I know, but as a creative professional and developer, it would be nice to see a show of commitment to the pro market. Hoping the updates to FCP and associated apps last week was the setup.
Unlikely, I know, but one can hope. They've had more than enough time since they announced their intentions to update it.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Mar 30, 2013 10:25:31 GMT -8
it has me worried that a China Mobile deal might not get done this year. By western standards China may act like a petulant child, but in the end they will succumb to profits. Whatever is driving this media blitz will take a backseat to a profitable deal with Apple. Frankly, I see Apple in control of the situation. Without a China Mobile deal Apple does not grow as fast as it could, but it still grows through the other carriers it has already signed. Conversely, China Mobile is losing subscribers to its competition BECAUSE it doesn't have the iPhone. Stated another way: No deal. Apple grows slower than it could, which isn't that big a deal when you factor in Apple's difficulties meeting current demand. vs China Mobile bleeding high end subscribers to its competition. I don't see a China Mobile deal until Apple's manufacturing capacity is increased a great deal from what it is now. A significant increase in Apple's manufacturing capacity (shorter delivery times at new model launches) will be our first sign that a China Mobile deal has been consummated.
|
|
|
Post by artman1033 on Mar 30, 2013 15:31:43 GMT -8
WHOA!"A new report from South Korea alleges Apple has now actually excluded Samsung as a future mobile processor supplier. In turn, TSMC, which is the world’s largest independent semiconductor foundry, may produce a significant portion, even possibly all of mobile chips for Apple’s next-gen iPhone 6 to be released in 2014…" (it was inevitable.... iPhone6 next years iPhone)
|
|
|
Post by rezonate on Mar 30, 2013 17:49:46 GMT -8
First catalyst can be a new Mac Pro at NAB. That would be the time to do it. Minor, I know, but as a creative professional and developer, it would be nice to see a show of commitment to the pro market. Hoping the updates to FCP and associated apps last week was the setup. Unlikely, I know, but one can hope. They've had more than enough time since they announced their intentions to update it. Fairly balanced treatment of applicable rumors regarding Apple and Pro. blogs.computerworld.com/macintosh/21977/nab-apples-final-cut-push-hints-new-mac-pro-launch-pro-users
|
|
|
Post by sponge on Mar 30, 2013 18:26:22 GMT -8
The Sponge is in the Apple Store at the Fashion Mall in Vegas. The latest recon from a very nice salesman is that the iPhone 5 continues to sell well. He said this store is unique because it is full of international tourists who keep buying the iPhone 5. The 4 and 4S continue to sell well along with the the iPad Mini and iPad. He sells at least 2 iPhones a day from Android users. The defections continue non stop.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Mar 30, 2013 18:33:28 GMT -8
First catalyst can be a new Mac Pro at NAB. That would be the time to do it. Minor, I know, but as a creative professional and developer, it would be nice to see a show of commitment to the pro market. Hoping the updates to FCP and associated apps last week was the setup. Unlikely, I know, but one can hope. They've had more than enough time since they announced their intentions to update it. Fairly balanced treatment of applicable rumors regarding Apple and Pro. blogs.computerworld.com/macintosh/21977/nab-apples-final-cut-push-hints-new-mac-pro-launch-pro-usersThe Mac Pro gets updated with the launch of Haswell processors this summer. Until then, patience....
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Mar 30, 2013 18:37:40 GMT -8
The Sponge is in the Apple Store at the Fashion Mall in Vegas. The latest recon from a very nice salesman is that the iPhone 5 continues to sell well. He said this store is unique because it is full of international tourists who keep buying the iPhone 5. The 4 and 4S continue to sell well along with the the iPad Mini and iPad. He sells at least 2 iPhones a day from Android users. The defections continue non stop. I'll visit my Apple Store tomorrow to try and get a read of things after a 3 week hiatus there. I'm curious about the mix of iPads, rMBP and iPhone unit sales.
|
|
|
Post by artman1033 on Mar 30, 2013 19:26:46 GMT -8
IMHO: Kaesong is the only word that one would have to follow on twitter to gauge North Korean intentions.
|
|
|
Post by aapl2000 on Mar 30, 2013 21:24:13 GMT -8
my first post here
I believe apple did very well in china this quarter, its chinese new year quarter here is asia. Believe its like christmas in the west shopping wise. IMHO apple will beat this quarter, and the expectations have been brought down as if apple is dying. So the results could be a catalyst for AAPL to go up. I believe revenue guidance of 43 billion is conservative.
Been seeing lots of iPhones when I was in shanghai Counting iphones to number of people, I see 10% of subway users having iphones. Counting iphones to number of phones, I see just over 40% of iphones when at the mall Majority are iPhone 4S. maybe 25% iPhone 5. My opinion is price is a major factor of purchase in Asia. Note observation quantity is less than 250
|
|
|
Post by sponge on Mar 30, 2013 22:34:27 GMT -8
my first post here I believe apple did very well in china this quarter, its chinese new year quarter here is asia. Believe its like christmas in the west shopping wise. IMHO apple will beat this quarter, and the expectations have been brought down as if apple is dying. So the results could be a catalyst for AAPL to go up. I believe revenue guidance of 43 billion is conservative. Been seeing lots of iPhones when I was in shanghai Counting iphones to number of people, I see 10% of subway users having iphones. Counting iphones to number of phones, I see just over 40% of iphones when at the mall Majority are iPhone 4S. maybe 25% iPhone 5. My opinion is price is a major factor of purchase in Asia. Note observation quantity is less than 250 Welcome Nice report. Keep them coming.
|
|
|
Post by mace on Mar 30, 2013 23:15:18 GMT -8
... Been seeing lots of iPhones when I was in shanghai ... Are you a Chinese national or visiting tourist from Hong Kong/Malaysia/Singapore/Indonesia/Taiwan? If latter could you update us on the smartphone situation there. Thanks.
|
|
|
Post by redinaustin on Mar 31, 2013 6:04:01 GMT -8
Great post by @benedictevans BenedictEvans: Blog post: handset pricing and handset price deflation t.co/11DDCobCln
|
|
|
Post by appledoc on Mar 31, 2013 7:30:21 GMT -8
The stranglehold Apple has on the smartphone market for the college demographic is impressive. You just don't see anything but iPhones. Gaining their loyalty now will reap benefits for decades to come if Apple can continue to deliver successful products.
|
|
|
Post by redinaustin on Mar 31, 2013 7:54:02 GMT -8
The stranglehold Apple has on the smartphone market for the college demographic is impressive. You just don't see anything but iPhones. Gaining their loyalty now will reap benefits for decades to come if Apple can continue to deliver successful products. These are the folks who grew up owning iPods!
|
|
|
Post by Red Shirted Ensign on Mar 31, 2013 8:46:43 GMT -8
Tomorrow begins the second quarter on this calendar year for Apple and for the professional portfolio managers and mutual fund managers that may choose to invest in AAPL. I see Monday and Tuesday as important days for determining which way the wind will blow... As for Apple's second fiscal quarter, I have a loosy-goosy EPS estimate of 10.31/sh. I've been too high for the past three quarters and don't know if my hopes of a 39.5 GM and better than expected IMac sales and Lunar New Year sales will materialize......and help sales push the upper end of (PO...is it real?) guidance.....other concerns weigh on this number. Have iPad sales dried up.. As for AAPL the investment. There are many supposed headwinds for money managers, highlighted by the China fracas. But smart managers can believe that the smoke and noise can break, quickly, in a positive way...and with a 10 P/E...the break COULD be dramatic. Toss in 140 billion in cash.....? So, watch Midday action Monday and into Tuesday...clues should be present as to mood and tone.
|
|
|
Post by cbingle on Mar 31, 2013 8:55:20 GMT -8
Tell them to start buying stock ;-)
|
|
|
Post by appledoc on Mar 31, 2013 10:37:26 GMT -8
The stranglehold Apple has on the smartphone market for the college demographic is impressive. You just don't see anything but iPhones. Gaining their loyalty now will reap benefits for decades to come if Apple can continue to deliver successful products. These are the folks who grew up owning iPods! Yup. Now iPhones and MacBooks. Beginning to see explosive growth of iPads too. Lots of them at the gym.
|
|
|
Post by artman1033 on Mar 31, 2013 11:53:13 GMT -8
THIS photo explains everything!
|
|
|
Post by moltenfire on Mar 31, 2013 12:05:40 GMT -8
Is the quote box broke for anyone else?
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Mar 31, 2013 12:35:25 GMT -8
Tomorrow begins the second quarter on this calendar year for Apple and for the professional portfolio managers and mutual fund managers that may choose to invest in AAPL. I see Monday and Tuesday as important days for determining which way the wind will blow... As for Apple's second fiscal quarter, I have a loosy-goosy EPS estimate of 10.31/sh. I've been too high for the past three quarters and don't know if my hopes of a 39.5 GM and better than expected IMac sales and Lunar New Year sales will materialize......and help sales push the upper end of (PO...is it real?) guidance.....other concerns weigh on this number. Have iPad sales dried up.. As for AAPL the investment. There are many supposed headwinds for money managers, highlighted by the China fracas. But smart managers can believe that the smoke and noise can break, quickly, in a positive way...and with a 10 P/E...the break COULD be dramatic. Toss in 140 billion in cash.....? So, watch Midday action Monday and into Tuesday...clues should be present as to mood and tone. Good post Red Shirt. Very achievable EPS #. I'm curious, how many iPhones did u dial in for this number. It turns out my Apple store is closed for Easter Sunday, so I'll my recon trip will have to wait...
|
|
Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
|
Post by Mav on Mar 31, 2013 13:48:38 GMT -8
iPad mini and iPad should do fine.
I'll be mildly worried short-term if iPad YOY growth isn't somewhere north of 50%, though. Only in terms of price action. In terms of Apple's long-term prospects, no worries.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Mar 31, 2013 14:24:36 GMT -8
iPad mini and iPad should do fine. I'll be mildly worried short-term if iPad YOY growth isn't somewhere north of 50%, though. Only in terms of price action. In terms of Apple's long-term prospects, no worries. Whoa. Apple hasn't seen 50% YOY growth since FQ3 2012. It has slowed considerably since then, reporting 9% and 22% (after restatement) for FQ4 '12 and FQ1 '13, respectively. I'm a conservative 14% YOY (Sale #s) for FQ2 2013.
|
|
Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
|
Post by Mav on Mar 31, 2013 14:36:12 GMT -8
Read it again, Mercel. ;D
I was specifically referring to iPad. And THAT product family should perform strongly if iPad mini is as popular we think it is.
I have Apple's overall YOY revs growth maybe 50 basis points lower than yours. I continue to worry that the number may be too high because of iPhone, despite my having assigned a pretty damn anemic <15% YOY growth rate to it. Oppenheimer changing the rules on guidance will do that, I guess. (Which circles back to my post earlier in the thread - 2013 is Apple's true transition year IMHO.)
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Mar 31, 2013 14:40:05 GMT -8
Read it again, Mercel. ;D I was specifically referring to iPad. And THAT product family should perform strongly if iPad mini is as popular we think it is. I overall have YOY revs growth maybe 50 basis points lower than yours. I continue to be worry that the number may be too high because of iPhone, despite my having assigned a pretty damn anemic <15% YOY growth rate to it. I did. I'm reporting iPad sales #s YOY for the quarter. They're soft since FQ3 2012
|
|