Mav
Member
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Posts: 10,784
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Post by Mav on May 13, 2013 22:51:48 GMT -8
Coins are BACK, and Amazon's hoping you forget or accidentally spend a few Amazon nickels here or there to boost the bottom line? leading the charge away from...well...regular money which seemed to work fine all this time. Uh... yeah.Y'know what, might as well just force everyone to pay for EVERYTHING at Amazon with Coins. Boldly go where even Microsoft feared to tread! (Yes, I still buy stuff at the 'Zon, in case you were wondering.) www.amazon.com/gp/feature.html/ref=zeroes_surl_c_landing?docId=1001166401
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Post by lovemyipad on May 14, 2013 2:01:53 GMT -8
P, no idea. Just thought it was interesting. I noticed that last one first, then went back to see how many big trades today. Again, no clue re: significance. It's cool that you can track that. It's part of a service, right? Not a publicly available screen. Fidelity's Active Trader platform.
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Post by rob_london on May 14, 2013 3:24:44 GMT -8
Horace Dediu's latest podcast is well worth listening to, where he discusses his recent analysis of the iTunes store, which has seen 29% CAGR since 2005. 5by5.tv/criticalpath/84The last 10 minutes are especially interesting, when he discusses the annuity provided by the growth rate of iDevices, the 500 million iTunes accounts and users spending at an average rate of $40 a year in the iTunes store.
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Post by rob_london on May 14, 2013 3:54:10 GMT -8
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Post by appledoc on May 14, 2013 4:05:52 GMT -8
Tepper did a nice job turning the futures around. Also made a pretty compelling argument that the bull market will continue.
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Post by appledoc on May 14, 2013 4:29:34 GMT -8
AAPL DAILY AAPL is going to be a very easy trade sometime soon. There's a confluenza of important targets all within 30 points or so of each other. Last high: 469 Daily SMA100: 460 Weekly SMA20: 452 Daily SMA50: 434 Daily SMA20 and SMA50 are likely to make a bullish cross before the end of the week. Weekly EMA13 and SMA20 are likely to make a bullish cross next week. Just a little bit of technicals to keep in mind
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,425
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Post by chinacat on May 14, 2013 5:04:32 GMT -8
AAPL is going to be a very easy trade sometime soon. There's a confluenza of important targets all within 30 points or so of each other. Confluenza = bonanza of confluences ? Love it! That deserves a Mav-style TM
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Post by lance on May 14, 2013 5:22:53 GMT -8
Both AAPL and S&P have basically traded slightly down or sideways since BB hit a week ago. The market is trying to go higher but running out a strength. I see a strong likelihood that the MAy 3 gap up in the overall market will be filled within a week or so.
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Post by appledoc on May 14, 2013 5:42:26 GMT -8
Went to go open some put spreads on TSLA thanks to these huge gaps that keep getting created, but the premiums are outrageous right now.
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Post by macwire on May 14, 2013 5:43:12 GMT -8
Aapl a little heavy. Volume is sucky.
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Post by terps530 on May 14, 2013 5:46:57 GMT -8
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Post by macwire on May 14, 2013 5:53:54 GMT -8
those global share numbers i think caused the spike drop here Yah. Lame.
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Deleted
Deleted Member
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Post by Deleted on May 14, 2013 7:30:34 GMT -8
I find this chart fascinating. With only one product, Apple is the #3 handset manufacturer worldwide, controlling well over 50% of industry profits, and does so with 9% unit share (which reflects 12% YoY growth). Compare that with everyone else, each having multiple models with lower price points across the board. Worldwide Mobile Phone Sales to End Users by Vendor in 1Q13 (Thousands of Units) Company .....1Q13 Units .....1Q13 Market Share (%) .....1Q13 Units .....1Q12 Market Share (%) Samsung .........100,657 .................. 24 ..........................89,285 .................21 Nokia ...............63,215 ...................15 ..........................83,162 .................20 Apple ...............38,332 .....................9 ..........................33,121 ..................8 LG Elect ............15,616 .....................4 ..........................14,720 ..................4 ZTE ..................14,607 .....................3 ..........................17,380 ..................4 Huawei .............11,115 .....................3 ..........................10,797 ..................3 All Others have less than 2% unit share, with notables RIMM, HTC and Motorola having less than 1.5% unit share each.
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Post by rickag on May 14, 2013 7:44:21 GMT -8
greggthurman
And those numbers should be prefaced with the iPhones on less than half the carriers worldwide. Granted many carriers do not have the infra structure for maximum use of data plans, but still.
Hope NTT Docomo and China Mobile are added this year. Then those numbers will rearrange somewhat.
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Deleted
Deleted Member
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Post by Deleted on May 14, 2013 7:44:31 GMT -8
I find this chart fascinating. With only one product, Apple is the #3 handset manufacturer worldwide, controlling well over 50% of industry profits, and does so with 9% unit share (which reflects 12% YoY growth). Compare that with everyone else, each having multiple models with lower price points across the board. Worldwide Mobile Phone Sales to End Users by Vendor in 1Q13 (Thousands of Units) Company .....1Q13 Units .....1Q13 Market Share (%) .....1Q13 Units .....1Q12 Market Share (%) Samsung .........100,657 .................. 24 ..........................89,285 .................21 Nokia ...............63,215 ...................15 ..........................83,162 .................20 Apple ...............38,332 .....................9 ..........................33,121 ..................8 LG Elect ............15,616 .....................4 ..........................14,720 ..................4 ZTE ..................14,607 .....................3 ..........................17,380 ..................4 Huawei .............11,115 .....................3 ..........................10,797 ..................3 All Others have less than 2% unit share, with notables RIMM, HTC and Motorola having less than 1.5% unit share each. True, but didn't Apple used to have 80%+ of the profits? Profit Share like everything else is shrinking. Apple needs iOS 7 to be a game changer in my mind. Software and content agreements are in my mind what's going to seperate the winners from the losers now...everyone can build great hardware. It's just like the PC Industry, most people would be fine with a 5 year old PC, it's still more than powerful enough for the majority. The draw will be software, ease of use, content and ecosystem. Apple obviously has the best ecosystem and an easy to use software in iOS, but it needs a big upgrade as I think it's getting a little stale. They also need some exclusive content like iRadio and licensing with TV or Movie Studios for the iPad.
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Post by macwire on May 14, 2013 7:45:40 GMT -8
Aapl 5m chart constructive. Kinda wedging. Higher lows...
lol
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,425
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Post by chinacat on May 14, 2013 8:06:14 GMT -8
Software and content agreements are in my mind what's going to separate the winners from the losers now...everyone can build great hardware. It's just like the PC Industry, most people would be fine with a 5 year old PC, it's still more than powerful enough for the majority. The draw will be software, ease of use, content and ecosystem. While I do agree that the non-hardware items you mention will be very important and perhaps the greatest differentiator going forward, I disagree that "everyone can build great hardware." I don't think there is any comparison between the plastic, flimsy feeling Galaxy line, for example and the iPhone 5 in that regard. Surely, many people are satisfied with "good enough," but how much will those price conscious folks spend on content and apps? And the profit pain of the PC industry is directly related to the race-to-the-bottom that you cite. Would tablets (excuse me, the iPad) be making the giant inroads if the PC hardware companies had focused more on making their products more lust worthy? Percent of the profit pie is still the most important statistic IMHO, and it is clear to me that gaining market share with cheaply made products is not the way to accomplish that.
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Post by jmolloy on May 14, 2013 8:13:55 GMT -8
Apple obviously has the best ecosystem and an easy to use software in iOS, but it needs a big upgrade as I think it's getting a little stale. They also need some exclusive content like iRadio and licensing with TV or Movie Studios for the iPad. Man I hate this meme. What is it with stuff "getting a little stale". I've seen fans of Android making this claim all over and it's wearing a bit thin. The whole grid of icons to launch apps is why iOS works. Yes notifications front and center would be good but unless it actually makes it easier to use and not confusing there is little point in making changes for changes sake. There a around half a billion iOS devices out there and changing it may confuse more that it "amuses" I assume that if you think it is "a little stale" you want something that amuses and entertains you?
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Deleted
Deleted Member
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Post by Deleted on May 14, 2013 8:25:49 GMT -8
True, but didn't Apple used to have 80%+ of the profits? Profit Share like everything else is shrinking. I posted >50% knowing that to be very conservative. I didn't know the exact percent off the top of my head, and didn't want to look it up. OK, I looked it up, and Apple profit share is 72%. Samsung got 29% (less than half Apple's profit share on nearly triple the unit share), and EVERYONE ELSE got 1%. Suffice it to say that the tail (Apple profit share) is wagging the dog (unit market share). The ONLY reason Apple would introduce a less expensive iPhone would be to grab more profit share. Not a bad initial thought, but there are trade-offs. A less expensive iPhone WILL cannibalize the flag ships. The potential to lose existing profits is greater than any benefit derived from selling more units.
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Post by sponge on May 14, 2013 8:31:00 GMT -8
once again today we see money flowing from aapl to everyone else. Market is up while we are down. The good news is that we are down a fraction and volume is very light. No one wants to sell nor buy at this time.
Went ahead and bought more calls. I am thinking we are at the lows of the week and we should see sunnier days next week after dividend is reinvested and OE is behind us. Then we look forward to the digital conf speech from TC and then WWDC.
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Post by lance on May 14, 2013 8:51:19 GMT -8
Market is up basically 16% in 4+ months for far this year. Its on pace for around 48% gain by the end of calendar 2013 if this pace continues. Any thoughts on how this excessive market growth makes any sense.
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Post by Lstream on May 14, 2013 8:58:32 GMT -8
True, but didn't Apple used to have 80%+ of the profits? Profit Share like everything else is shrinking. I posted >50% knowing that to be very conservative. I didn't know the exact percent off the top of my head, and didn't want to look it up. OK, I looked it up, and Apple profit share is 72%. Samsung got 29% (less than half Apple's profit share on nearly triple the unit share), and EVERYONE ELSE got 1%. Suffice it to say that the tail (Apple profit share) is wagging the dog (unit market share). The ONLY reason Apple would introduce a less expensive iPhone would be to grab more profit share. Not a bad initial thought, but there are trade-offs. A less expensive iPhone WILL cannibalize the flag ships. The potential to lose existing profits is greater than any benefit derived from selling more units. Where is that 72% coming from? Quoting a Cannacord report from last week, BGR says that Apple is now down to 57%. bgr.com/2013/05/07/apple-samsung-smartphone-profit-q1-2013/
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Post by rob_london on May 14, 2013 9:20:13 GMT -8
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Post by terps530 on May 14, 2013 9:38:52 GMT -8
indeed a pretty cool read- thanks
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Deleted
Deleted Member
Posts: 0
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Post by Deleted on May 14, 2013 9:43:01 GMT -8
Apple obviously has the best ecosystem and an easy to use software in iOS, but it needs a big upgrade as I think it's getting a little stale. They also need some exclusive content like iRadio and licensing with TV or Movie Studios for the iPad. Man I hate this meme. What is it with stuff "getting a little stale". I've seen fans of Android making this claim all over and it's wearing a bit thin. The whole grid of icons to launch apps is why iOS works. Yes notifications front and center would be good but unless it actually makes it easier to use and not confusing there is little point in making changes for changes sake. There a around half a billion iOS devices out there and changing it may confuse more that it "amuses" I assume that if you think it is "a little stale" you want something that amuses and entertains you? There's an easy solution for that...design something new in iOS 7 but have the ability to go back to "classic iOS" look. I sure hope iOS 7 is radically redesigned to make things quicker to launch core applications and to change key features. The classic iOS has basically been unchanged for almost 10 years...guess what happens in the IT World if you stay the course and don't update. Wasn't that the same thing that happened to Blackberry? While I'm not comparing Apple to Blackberry, to say there's no need to upgrade it because its working is silly. If there are ways to make it easier, quicker and new, why not? It'd be very simple to have a "classic iOS" option like Microsoft does with Windows 7 and Classic XP Mode for the Start Menu. Also, there is no excuse that iWork hasn't been upgraded in the past 4 or 5 years. Businesses want to start using Macs and iOS Devices more, but iWork is way behind Microsoft Office. How they haven't updated it in 5 years is beyond me. Isn't there a development team assigned to iWork? If so, what are they doing?
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Post by Lstream on May 14, 2013 9:50:52 GMT -8
Wasn't that the same thing that happened to Blackberry? No it was not. Blackberry Management ignored and/or fought two major industry developments. 1. UI disruption - massive switch away from keypads and to Touch. 2. The App revolution - sneered at by Balsillie when he called it "tonnage". Those two blunders are not even in the same league as an allegedly "stale" OS.
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Post by sponge on May 14, 2013 9:53:05 GMT -8
Well here comes 445. I wonder what happened
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Post by podboy on May 14, 2013 9:55:05 GMT -8
WTF?!
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Post by rlo on May 14, 2013 9:57:55 GMT -8
Aapl flash crash?
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Post by appledoc on May 14, 2013 10:01:10 GMT -8
Stops at 450.48.
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