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Post by sponge on Apr 9, 2013 7:30:19 GMT -8
Well I am now changing my mind. Given the cont. weakness with low volume, I think we are now in danger of revisiting 420 or lower. We won't see green, but I am still confident we will hold the 420 line close above that thru earnings.
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Post by Deleted on Apr 9, 2013 7:33:31 GMT -8
If Apple doesn't report cash plans by April 23rd, I'll be worried. And I'm Bull+ Are there any "quiet period" times for Apple where they are prohibited from releasing information about the company? If so, are we in one of those periods now? Unless the SEC has expanded its definition, "quiet period" pertains to when a company is taken public. As far as I know, Apple can announce cash plans anytime. How about today, Tim?  |
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Post by Deleted on Apr 9, 2013 7:35:13 GMT -8
I apologize if this has already been discussed, but the New Yorker magazine has an interesting piece on my favorite scumbag Henry Bloget. Just like that famous interview where Cramer is explaining how to manipulate the stock price, this article gives a pretty clear picture into what passes for morality at Business Insider. I cannot link to it, but it is worth checking out if you have access to it It makes sense that Jeff Bezos and Henry Blodget are now partners in Business Insider: One owns a ponzi and the other creates them.. |
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Post by Lstream on Apr 9, 2013 7:39:15 GMT -8
I apologize if this has already been discussed, but the New Yorker magazine has an interesting piece on my favorite scumbag Henry Bloget. Just like that famous interview where Cramer is explaining how to manipulate the stock price, this article gives a pretty clear picture into what passes for morality at Business Insider. I cannot link to it, but it is worth checking out if you have access to it It makes sense that Jeff Bezos and Henry Blodget are now partners in Business Insider: One owns a ponzi and the other creates them.. I have lost all respect for Bezos due to him hooking up with Blodget, From here on in, I avoid Amazon whenever I can. |
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Post by Red Shirted Ensign on Apr 9, 2013 7:53:18 GMT -8
Are there any "quiet period" times for Apple where they are prohibited from releasing information about the company? If so, are we in one of those periods now? Unless the SEC has expanded its definition, "quiet period" pertains to when a company is taken public. As far as I know, Apple can announce cash plans anytime. How about today, Tim? The lack of ANY clarity on the use of cash issue is starting to bother me as well. I was fine with hearing nothing in Jauary, and then we moved past the one year anniversary of last year's announcement...o.k.....but now the cash pile continues to grow....and I sincerely hope the entire dividend/buyback/outlook for return of a percentage of future accumulation, etc.....is handled in detail on April 23. If not and we just hear that the company is in "really detailed, definitive, thorough discussions about the use of cash"....watch out. Ugh. |
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Post by seabiscuit on Apr 9, 2013 7:59:20 GMT -8
What is the thinking of the group -
Is all of the FUD is priced into Apple's PPS? How might PPS react if Apple meets the consensus, but does not announce dividend?
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Post by appledoc on Apr 9, 2013 7:59:58 GMT -8
Seems like everything is going to be released in the fall again. Not happy about this. It seems Apple ties the upgrade to iOS devices to a few months after the iOS upgrade. Is ok, just don't upgrade Macs at the same time, release Macs in Feb/Mar. Just my opinion, but you cannot release a new iPhone, iPad, iPad mini, possibly iWatch and iTV within 3-4 months of each other. I would like to get them all, but no way in hell can I justify dropping that amount of cash in one quarter. Instead I'll probably just get an iPad mini and iWatch if it releases. I'll wait for the next refresh for the others. |
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Post by rickag on Apr 9, 2013 8:02:43 GMT -8
I apologize if this has already been discussed, but the New Yorker magazine has an interesting piece on my favorite scumbag Henry Bloget. Just like that famous interview where Cramer is explaining how to manipulate the stock price, this article gives a pretty clear picture into what passes for morality at Business Insider. I cannot link to it, but it is worth checking out if you have access to it It makes sense that Jeff Bezos and Henry Blodget are now partners in Business Insider: One owns a ponzi and the other creates them.. LOL |
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Post by mace on Apr 9, 2013 8:27:12 GMT -8
It seems Apple ties the upgrade to iOS devices to a few months after the iOS upgrade. Is ok, just don't upgrade Macs at the same time, release Macs in Feb/Mar. Just my opinion, but you cannot release a new iPhone, iPad, iPad mini, possibly iWatch and iTV within 3-4 months of each other. I would like to get them all, but no way in hell can I justify dropping that amount of cash in one quarter. Instead I'll probably just get an iPad mini and iWatch if it releases. I'll wait for the next refresh for the others. Sale is the highest during Christmas season. Shouldn't release iWatch and iTV during Christmas because they are new categories. Stage a presentation in Feb-May for them. New categories need proper explanation and wow. |
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Post by appledoc on Apr 9, 2013 8:29:15 GMT -8
Just my opinion, but you cannot release a new iPhone, iPad, iPad mini, possibly iWatch and iTV within 3-4 months of each other. I would like to get them all, but no way in hell can I justify dropping that amount of cash in one quarter. Instead I'll probably just get an iPad mini and iWatch if it releases. I'll wait for the next refresh for the others. Sale is the highest during Christmas season. Shouldn't release iWatch and iTV during Christmas because they are new categories. Stage a presentation in Feb-May for them. New categories need proper explanation and wow. Agree with this. I don't want to see the iPad and iPad mini released around the same time. Cannibalization is a given, but at least try to minimize it. |
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Post by sponge on Apr 9, 2013 8:39:34 GMT -8
July-5S August - new iPad Sept- new iPad Mini with Retina Oct- iWatch November - if ready iTV Something new every month till Christmas. In the mean time our stock is rebounding nicely from its lows with the market. |
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Mav
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Post by Mav on Apr 9, 2013 8:57:32 GMT -8
AAPL finding support in low 420s. But needs to cross 430 even for a quick bounce play IMHO.
AAPL will be back above most downtrend line calculations @ 430 AFAIK. Of course it has to get there first.
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Post by appledoc on Apr 9, 2013 9:13:10 GMT -8
I have closer to 440 on the log scale weekly and daily.
The volume lately is unbelievable to me. It's not summer yet boys.
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Post by Red Shirted Ensign on Apr 9, 2013 9:19:28 GMT -8
From MICROSOFT:GOOGLE SHARES YOUR PERSONAL INFO WITH APP MAKERS When you buy an Android app from the Google app store, they give the app maker your full name, email address and the neighborhood where you live. This occurs without clear warning every single time you buy an app. And MSFT takes off today. Pounding Google can be profitable.... Ballmer in fight mode.... |
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Post by sponge on Apr 9, 2013 9:38:16 GMT -8
Nice recovery. Always after forced to sell due to margin call.
No worries. Glad to see green
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Post by prazan on Apr 9, 2013 9:38:41 GMT -8
Don't get Scroogled!
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Post by artman1033 on Apr 9, 2013 10:24:15 GMT -8
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Post by sponge on Apr 9, 2013 10:41:38 GMT -8
Two weeks until earnings. 20 points below the lows of Jan.
We will have the mother of all rallies in two weeks when Apple surprises ignorant WS.
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Post by Deleted on Apr 9, 2013 10:59:09 GMT -8
From MICROSOFT:GOOGLE SHARES YOUR PERSONAL INFO WITH APP MAKERS When you buy an Android app from the Google app store, they give the app maker your full name, email address and the neighborhood where you live. This occurs without clear warning every single time you buy an app. And MSFT takes off today. Pounding Google can be profitable.... Ballmer in fight mode.... The ONLY, and I mean ONLY, reason MSFT should climb is if Ballmer is on his way out. MSFT has big problems with Windows 8, the Surface is flushable, it's losing a place in mobile, and its Office suite is under attack by Google services (and hopefully Apple's iWork in the Cloud). |
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Post by seabiscuit on Apr 9, 2013 11:04:11 GMT -8
Two weeks until earnings. 20 points below the lows of Jan. We will have the mother of all rallies in two weeks when Apple surprises ignorant WS. Hope you are right, but right now there are no buyers - volume will be under 10 million shares. Whole market is at new highs and Apple is having a hard time staying green. FUD has taken its toll. |
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Post by dreamRaj on Apr 9, 2013 11:05:30 GMT -8
Two weeks until earnings. 20 points below the lows of Jan. We will have the mother of all rallies in two weeks when Apple surprises ignorant WS. No matter how good the rev+eps+guidance is, a "mother of all rallies" will only happen if they also announce a good cash return program. |
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Post by Lstream on Apr 9, 2013 11:22:21 GMT -8
Two weeks until earnings. 20 points below the lows of Jan. We will have the mother of all rallies in two weeks when Apple surprises ignorant WS. I expect them to report within guidance and surprise no one. The days of sandbagging are gone in my view. So I don't expect the mother of all rallies at all. Just a slow build over time, based upon financial fundamentals. |
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Post by lucy on Apr 9, 2013 11:25:34 GMT -8
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Post by appledoc on Apr 9, 2013 11:27:54 GMT -8
To really get going, it's going to take a positive consumer response to the next iPhone and new product lines. Concerns over the iPhone and future products are the biggest non-cash issues Apple has to deal with. Solving the cash issue is a given, and I can't foresee them screwing that up more than they already have.
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Post by sponge on Apr 9, 2013 11:32:12 GMT -8
We will know in two weeks. Anything above 43 billion will light a fuse to our rocket.
I have 45 billion and I think I am conservative. Keep in mind that is only 14% above last year before the iPhone 5 and Mini.
Macs will surprise many and so will strong sales of all iPhones and Minis.
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Post by artman1033 on Apr 9, 2013 11:37:12 GMT -8
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Post by tuffett on Apr 9, 2013 11:49:23 GMT -8
The downside of the "walled garden" philosophy - Apple has all the power and do not always make the right decisions. |
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Post by Deleted on Apr 9, 2013 11:54:09 GMT -8
We will know in two weeks. Anything above 43 billion will light a fuse to our rocket. I have 45 billion and I think I am conservative. Keep in mind that is only 14% above last year before the iPhone 5 and Mini. Macs will surprise many and so will strong sales of all iPhones and Minis. When was the last time we surprised Wall Street positively? Last year at this time...so we've had 3 straight misses. What makes you think this quarter will be a positive surprise? I haven't seen much positive coming out from Apple the past 3 months. |
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Post by appledoc on Apr 9, 2013 11:54:19 GMT -8
We will know in two weeks. Anything above 43 billion will light a fuse to our rocket. I have 45 billion and I think I am conservative. Keep in mind that is only 14% above last year before the iPhone 5 and Mini. Macs will surprise many and so will strong sales of all iPhones and Minis. Your conservative estimate is above their guidance. They will hit within their guidance. |
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Post by sponge on Apr 9, 2013 12:03:24 GMT -8
Every Bearish view expects 41-43. Apple plans on beating either one of those numbers.
The stock is priced as if they will report 41. So 43 is very bullish and I am conservative because 45 can be beat simply with enough supply. I think they had enough to beat 45.
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