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Post by Deleted on Apr 23, 2013 6:38:55 GMT -8
If Jobs was still alive, heads would have rolled over the lack of product launches and marketing buzz. Bullshit. This was Jobs' team for several years before his death. As Chairman of the BoD Jobs had options issued that insured the team remain intact for 5 years after his imminent death. They didn't suddenly get stupid when he died. If the team is truly incompetent you have to blame Jobs. He hired them and insured that they stick around after he was gone. The only substantive thing that has changed is the market has suddenly gone bonkers irrational. This happened on more than one occasion under Jobs (to a greater degree as well). Cook and Co. can't be held responsible for a market that ignores performance. Someone recently asked if Samsung's smear campaign is really working. Looking around here I'd say it was. |
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Post by Deleted on Apr 23, 2013 6:42:35 GMT -8
Watch this video at bloomberg.com/share/video/I$qDfRF4S9mX0NBnUmNMigTim Cook Has the Safest Job in America: Galloway April 23 (Bloomberg) -- Rick Heitzmann, founder at Firstmark Capital and Scott Galloway, professor at NYU Stern School of Business, talks with Tom Keene about what CEO Tim Cook needs to do to energize Apple products and shareholders. Sent from my iPad The only thing Cook needs is the time required to get past a bad YoY compare, and for WS to recognize the change in Apple's guidance. July results. |
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Post by appledoc on Apr 23, 2013 6:47:09 GMT -8
Cook and Co. can't be held responsible for a market that ignores performance. Not sure how they're ignoring performance. Apple has missed WS and your own expectations three quarters in a row. FY13 EPS is at significant risk for a YoY decline. Production problems have been the norm since the fall under a guy who is supposed to be the supy chain guru. There hasn't been a new product announced since October. Want me to go on? |
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Post by sponge on Apr 23, 2013 6:47:49 GMT -8
Nice early rebound.
Close above 405 and I will be happy.
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Post by Deleted on Apr 23, 2013 6:55:12 GMT -8
Cook and Co. can't be held responsible for a market that ignores performance. Not sure how they're ignoring performance. Apple has missed WS and your own expectations three quarters in a row. FY13 EPS is at significant risk for a YoY decline. Production problems have been the norm since the fall under a guy who is supposed to be the supy chain guru. There hasn't been a new product announced since October. Want me to go on? No. Its obvious that you intentionally ignore facts that do not fit your hypothesis, erroneous as it is. |
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Post by mace on Apr 23, 2013 7:00:29 GMT -8
Nice early rebound. Close above 405 and I will be happy. $405 is not good, happy only if above $415. Any price below $415 could just be a counter-trend zigzag which mean decline would resume once zigzag is completed. AAPL is following the market rally. |
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Post by terps530 on Apr 23, 2013 7:05:16 GMT -8
Someone recently asked if Samsung's smear campaign is really working. Looking around here I'd say it was. There is no doubt it's working, here and more importantly, everywhere else. No one considered their products vs an iphone before their ad campaign. also do we need to start the elitist talking down to everyone else again? aapl hasn't even reported yet. well put. this exactly describes your estimates for a full year now. let's try to hold off on unprovoked hypocritical attacks, ok? |
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Post by appledoc on Apr 23, 2013 7:08:11 GMT -8
Not sure how they're ignoring performance. Apple has missed WS and your own expectations three quarters in a row. FY13 EPS is at significant risk for a YoY decline. Production problems have been the norm since the fall under a guy who is supposed to be the supy chain guru. There hasn't been a new product announced since October. Want me to go on? No. Its obvious that you intentionally ignore facts that do not fit your hypothesis, erroneous as it is. Increasing revenue and device sales are great when they result in an increasing bottom line. If they don't, what does it matter? And I'd love for you to break down how what I posted is erroneous. |
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Post by jmolloy on Apr 23, 2013 7:10:50 GMT -8
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Post by sponge on Apr 23, 2013 7:24:31 GMT -8
Nice early rebound. Close above 405 and I will be happy. $405 is not good, happy only if above $415. Any price below $415 could just be a counter-trend zigzag which mean decline would resume once zigzag is completed. AAPL is following the market rally. I would agree with you regarding the market rally. However tonights results will impact aapl one way or another regardless of what the market does. EW in this case wont matter. Next week will be a different story. |
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Post by sponge on Apr 23, 2013 7:25:41 GMT -8
That was too funny. Thanx |
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Post by The Big Toe on Apr 23, 2013 7:31:10 GMT -8
Someone recently asked if Samsung's smear campaign is really working. Looking around here I'd say it was. There is no doubt it's working, here and more importantly, everywhere else. No one considered their products vs an iphone before their ad campaign. also do we need to start the elitist talking down to everyone else again? aapl hasn't even reported yet. well put. this exactly describes your estimates for a full year now. let's try to hold off on unprovoked hypocritical attacks, ok? I agree with Terps as far as the tone toward each other. I think we lost some good members from the way we treated each other at the last earning season. Let us try and be nice and civil. Time will tell who is right, who is wrong... who has their head burried in the sand, and who has their head burried close to their prostate (I'm sure I fall in the latter). |
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chinacat
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AAPL Long since 2006
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Post by chinacat on Apr 23, 2013 7:39:12 GMT -8
Another Flash Crash? WTF
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Post by mace on Apr 23, 2013 7:41:03 GMT -8
EW in this case wont matter. Next week will be a different story. It always do. I can guarantee you that if AAPL closed above $415, it won't decline tomorrow. Any price lesser, direction is unclear. |
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Post by mace on Apr 23, 2013 7:43:21 GMT -8
I hate flash crash because I still can't decode what message is being communicated between WS guys. Is it gathering agreement to short or that the bottom is established, time to pump. |
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Post by sponge on Apr 23, 2013 7:49:44 GMT -8
Once again GOOG is stronger then us. Until GOOG starts to correct, we will remain the underdog of the market.
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Deleted
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Post by Deleted on Apr 23, 2013 7:52:48 GMT -8
No. Its obvious that you intentionally ignore facts that do not fit your hypothesis, erroneous as it is. Increasing revenue and device sales are great when they result in an increasing bottom line. If they don't, what does it matter? And I'd love for you to break down how what I posted is erroneous. What would be the point? You have already shown that facts don't matter. |
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Post by rezonate on Apr 23, 2013 7:57:17 GMT -8
My advice for Tim Cook: "Real Artists Ship." That is all.
Apple (AAPL) all time high. 😏
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Post by appledoc on Apr 23, 2013 8:02:45 GMT -8
Increasing revenue and device sales are great when they result in an increasing bottom line. If they don't, what does it matter? And I'd love for you to break down how what I posted is erroneous. What would be the point? You have already shown that facts don't matter. Great argument Gregg. If you don't want to have a discussion, don't bother replying to me. Honestly, I think you're dodging because you don't have a good response. Just like you dodged challenges to your BS P/C ratio theory until it finally became clear that you didn't know what you were talking about. If what I post is not factual or my opinions have no validity, I expect someone to say something to correct me. The board isn't constructive when illogical crap gets posted without being challenged. |
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Post by rickag on Apr 23, 2013 8:14:30 GMT -8
If Jobs was still alive, heads would have rolled over the lack of product launches and marketing buzz. Bullshit. This was Jobs' team for several years before his death. As Chairman of the BoD Jobs had options issued that insured the team remain intact for 5 years after his imminent death. They didn't suddenly get stupid when he died. If the team is truly incompetent you have to blame Jobs. He hired them and insured that they stick around after he was gone. The only substantive thing that has changed is the market has suddenly gone bonkers irrational. This happened on more than one occasion under Jobs (to a greater degree as well). Cook and Co. can't be held responsible for a market that ignores performance. Someone recently asked if Samsung's smear campaign is really working. Looking around here I'd say it was. Agree 100% |
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Post by rickag on Apr 23, 2013 8:30:21 GMT -8
All this angst about Cook, its absolutely unbelieveable. Who here was complaing about his performance when Apple generated 47+% GMs, or AAPL went up to $700+? The difference between now and then is a misplaced PERCEPTION that Apple is in trouble. Investors are ignoring record unit shipments, ignoring record revenues, ignoring growing market shares, ignoring industry leading profits, but intensely focused on hit bait rumor mills, that have very rarely been right, spewing unsubstantiated bull shit. Investors have met the problem and it is them. Personally, where I think Apple is lacking is in the marketing department. Jobs was a one man marketing whirlwind with his Reality Distortion Field turned up to 11 almost all the time. Nobody has replaced him in that regard. Phil Schiller is the head of marketing, yet he hasn't exactly been a PR and marketing force of nature. If Jobs was still alive, heads would have rolled over the lack of product launches and marketing buzz. This is the one complaint about Tim Cook I see as the most valid… He isn't Steve Jobs and he hasn't energized marketing. But if Steve Jobs were alive heads wouldn't roll because his reality distortion field would still be in effect. Time for the PR machine to crank it up a few notches. |
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Post by rickag on Apr 23, 2013 8:34:52 GMT -8
$405 is not good, happy only if above $415. Any price below $415 could just be a counter-trend zigzag which mean decline would resume once zigzag is completed. AAPL is following the market rally. I would agree with you regarding the market rally. However tonights results will impact aapl one way or another regardless of what the market does. EW in this case wont matter. Next week will be a different story. I don't know a lot about Elliot Wave, but it does matter…always. It is an if/then analysis. If Apple blows out earnings or tanks, look for the levels up or down. |
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Post by appledoc on Apr 23, 2013 8:42:41 GMT -8
I would agree with you regarding the market rally. However tonights results will impact aapl one way or another regardless of what the market does. EW in this case wont matter. Next week will be a different story. I don't know a lot about Elliot Wave, but it does matter…always. It is an if/then analysis. If Apple blows out earnings or tanks, look for the levels up or down. This. It's unfortunate when people who don't understand EW make comments on it. EW is a series of if/then scenarios which allow for safe entries. Combine it with traditional technical analysis, and you have a great method for making short and long-term trades. |
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Post by tuffett on Apr 23, 2013 8:46:12 GMT -8
All this angst about Cook, its absolutely unbelieveable. Who here was complaining about his performance when Apple generated 47+% GMs, or AAPL went up to $700+? The difference between now and then is a misplaced PERCEPTION that Apple is in trouble. Investors are ignoring record unit shipments, ignoring record revenues, ignoring growing market shares, ignoring industry leading profits, but intensely focused on hit bait rumor mills, that have very rarely been right, spewing unsubstantiated bull shit. Investors have met the problem and it is them. I'm not ignoring any of that, but I'm also not ignoring - 6+ months with no hint of a major product launch - ridiculous strategy of updating the entire product line and causing massive supply constraints, sometimes for months (ie iMacs). This coming from a supply chain guru - incompetence in cash management - signs of concern in other parts of the world (considering awesome US numbers total iPhone numbers are disappointing) - unwillingness to properly defend their products - lack of respect and trust that has been earned by repeatedly making inane statements ("don't bet against us," "active discussions" with no actions to back them up) Also, the perception may be unwarranted when looking at all factors. If this is the case the CEO should be doing something to change the perception - not remaining silent and allowing it to continually get worse. That's also part of his responsibilities. |
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Post by sponge on Apr 23, 2013 8:54:07 GMT -8
Apple has a supply problem not a demand problem. And every quarter the demand is different.
TC has been burned by his suppliers but that is nothing new. Their products are too hot and no one can produce enough parts to meet Apple standards of excellence.
People are voting with their wallets and everything is going very well considering the size of the company.
In regards to if/then, that's no different then my targets.
415 does not mean we will go up tonight just like 514 in Jan did not prevent the drop to 450 that night.
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Post by mightydog on Apr 23, 2013 9:02:30 GMT -8
If Jobs was still alive, heads would have rolled over the lack of product launches and marketing buzz. Bullshit. This was Jobs' team for several years before his death. As Chairman of the BoD Jobs had options issued that insured the team remain intact for 5 years after his imminent death. They didn't suddenly get stupid when he died. If the team is truly incompetent you have to blame Jobs. He hired them and insured that they stick around after he was gone. The only substantive thing that has changed is the market has suddenly gone bonkers irrational. This happened on more than one occasion under Jobs (to a greater degree as well). Cook and Co. can't be held responsible for a market that ignores performance. Someone recently asked if Samsung's smear campaign is really working. Looking around here I'd say it was. Agree 100% And if the Samsung smear campaign is working and is the result of the $1bn jury verdict, then we can thank Steve Jobs for going thermonuclear. The problem with thermonuclear war is that a lot of innocent individuals get killed. |
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Post by tuffett on Apr 23, 2013 9:13:11 GMT -8
Apple has a supply problem not a demand problem. And every quarter the demand is different. TC has been burned by his suppliers but that is nothing new. Their products are too hot and no one can produce enough parts to meet Apple standards of excellence. People are voting with their wallets and everything is going very well considering the size of the company. In regards to if/then, that's no different then my targets. 415 does not mean we will go up tonight just like 514 in Jan did not prevent the drop to 450 that night. Yeah. No wonder Apple guides down sequentially after Q1 when their major products become older and easier to manufacture/supply. It's a supply problem! |
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Post by Deleted on Apr 23, 2013 9:18:46 GMT -8
Apple has a supply problem not a demand problem. And every quarter the demand is different. Sir Sponge, this makes little sense. You've got it switched around. It's a demand problem, not supply.  |
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Mav
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Post by Mav on Apr 23, 2013 9:23:01 GMT -8
47% GM was ridiculous. From now on it'll be less ridiculous. Quite simple.
rez, then iPhone 4S, iPad 1, iMac G5 and every product Apple failed to launch on schedule or couldn't meet initial demand for.
It's similarly ridiculous to bemoan sequential decline from Q1 to Q2 in a seasonal sales company. Can't remember the last time Apple's Q2 outperformed. Sure can't have been often. So I hope that's not what you meant.
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Post by sponge on Apr 23, 2013 9:23:43 GMT -8
If it is a demand problem then Apple should spend a few more billion on ads, add few hundred more carriers, and finally lower the prices of their products.
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