Mav
Member
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Posts: 10,784
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Post by Mav on Jun 12, 2013 23:47:22 GMT -8
Nikkei closed down a little over 6%.
Ouch.
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Post by rob_london on Jun 13, 2013 1:22:58 GMT -8
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Post by lovemyipad on Jun 13, 2013 1:49:24 GMT -8
Buckle up...
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Deleted
Deleted Member
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Post by Deleted on Jun 13, 2013 2:46:26 GMT -8
$99 low end iPhone? That's a rather bizarre thing to say - if that's subsidized US pricing, then its more expensive than current low end iPhone models, and if its an unsubsidized price it's obviously incorrect seeing as the low end iPod touch starts at $229 - no way apple would ever sell a $99 iPhone.
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Post by jmolloy on Jun 13, 2013 4:35:09 GMT -8
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Post by rob_london on Jun 13, 2013 4:53:21 GMT -8
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Post by rob_london on Jun 13, 2013 5:03:59 GMT -8
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Post by artman1033 on Jun 13, 2013 5:19:01 GMT -8
I find THIS troubling.... Perhaps Apple management does not want to get their fingers dirty.
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Post by appledoc on Jun 13, 2013 5:36:26 GMT -8
Common sense says the entirety of this story is BS. A 5.7" iPhone? Yeah right. History has shown that nobody has a damn clue what the price points are going to be on new devices. A $99 entry isn't happening in the US, and isn't happening in China/India unless the industry changes radically and phone prices become subsidized.
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Post by Lstream on Jun 13, 2013 5:36:42 GMT -8
I find THIS troubling.... Perhaps Apple management does not want to get their fingers dirty. Why is this troubling? There is nothing unusual at all in the approach. A dedicated Apple-owned and run facility for this product would never make economic sense.
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Post by appledoc on Jun 13, 2013 5:42:55 GMT -8
RDR in the works. Let's see if the 50 day becomes resistance.
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Post by rob_london on Jun 13, 2013 5:45:51 GMT -8
It was very pleasing that none of the rumour sites had any prior knowledge of the Mac Pro's distinctive form factor.
Apple doubling down on secrecy.
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Post by artman1033 on Jun 13, 2013 5:59:12 GMT -8
I find THIS troubling.... Perhaps Apple management does not want to get their fingers dirty. Why is this troubling? There is nothing unusual at all in the approach. A dedicated Apple-owned and run facility for this product would never make economic sense. Apple has all this cash.... Apple spends a small part of it to build the first part of the factory of the future. The first product built is an expensive low volume product. Expansion of the plant continues. New products and new product categories can be built HERE!
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Deleted
Deleted Member
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Post by Deleted on Jun 13, 2013 6:04:39 GMT -8
Nikkei closed down a little over 6%. Ouch. Not necessarily a bad thing. I've that the US markets tend to move in the opposite direction of the USD. The Nikkei does the same thing, only its relationship is the JPY. Bottom line is that market moves aren't always the result of economic expectations. Oh, the JPY has been doing well of late.
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Post by Lstream on Jun 13, 2013 6:08:28 GMT -8
Why is this troubling? There is nothing unusual at all in the approach. A dedicated Apple-owned and run facility for this product would never make economic sense. Apple has all this cash.... Apple spends a small part of it to build the first part of the factory of the future. The first product built is an expensive low volume product. Expansion of the plant continues. New products and new product categories can be built HERE! So they are built here? What good does that do for Apple? Building product is a low end, low margin skill that is best left to the specialists. Just because they have lots of money does not mean that it should be wasted on feel-good stuff that adds no value to the business.
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Post by rickag on Jun 13, 2013 6:10:08 GMT -8
Why is this troubling? There is nothing unusual at all in the approach. A dedicated Apple-owned and run facility for this product would never make economic sense. Apple has all this cash.... Apple spends a small part of it to build the first part of the factory of the future. The first product built is an expensive low volume product. Expansion of the plant continues. New products and new product categories can be built HERE! Manufacturing is not Apple's expertise . I don't think Apple would want to risk the losses if it doesn't work out. Maybe in the future if robotics on a larger scale can be used.
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Post by appledoc on Jun 13, 2013 6:11:25 GMT -8
RDR in the works. Let's see if the 50 day becomes resistance. Hit our head, and back to the lower BB.
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Post by lance on Jun 13, 2013 6:20:30 GMT -8
This stock is so out to lunch. Too bad mangement didn't let investors know till now that they were planning on taking all 2013 off and release nothing of importance for an entire year.
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Post by terps530 on Jun 13, 2013 6:36:07 GMT -8
This stock is so out to lunch. Too bad mangement didn't let investors know till now that they were planning on taking all 2013 off and release nothing of importance for an entire year. its funny that all the analysts and cnbc talking heads said last year that nothing would happen till the fall, and now that it unfolded that way, people cant believe it. i do hate it, and i hate even more that everything looks like it will roll out in q4 just like last year to create such a demand pressure, but I can't say that i'm surprised by it. i was in vegas for the first time this past weekend for a bachelor party. maybe wiping out most of my account was a good thing, because I couldn't help but think about how much more money I would have spent if it didn't happen. but then I told myself to shut up and get real, and think about how I wouldn't care because losing/spending 10k in vegas would have been nothing compared to this.
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Deleted
Deleted Member
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Post by Deleted on Jun 13, 2013 6:43:56 GMT -8
It was very pleasing that none of the rumour sites had any prior knowledge of the Mac Pro's distinctive form factor. Apple doubling down on secrecy. And that translates to: the rumor mills, blogs, media are clueless purveyors of tripe.
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Post by redinaustin on Jun 13, 2013 7:20:52 GMT -8
This stock is so out to lunch. Too bad mangement didn't let investors know till now that they were planning on taking all 2013 off and release nothing of importance for an entire year. Find another stock and another company; one that manages to the next quarter like you want instead of one that manages for the future. You'll be much happier.
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Post by artman1033 on Jun 13, 2013 7:23:04 GMT -8
The latest email from John Strand, the carrier's best friend:
Learn more about Strand Consult's Strategic Workshops
Many are talking about net neutrality, and it is high on the EU’s policymaking agenda. The debate about the open internet is important, but the discussion is one-sided. Net neutrality supporters focus exclusively on internet service providers (ISPs) and overlook the many instances of discrimination across the internet value chain - operating systems, web platforms and devices.
It is a fact in most countries today that consumers can choose from many ISPs offering a range of networks including DSL/copper, coax cable, fiber and wireless (GSM/UMTS, LTE, Wimax and Wi- Fi). But when it comes to operating systems, consumers have only three choices: Google Android, Apple iOS, and Microsoft Windows. Put simply, there is tough competition when it comes to internet access, but next to none for the software that powers your entire internet experience.
As a consumer, once you select a device, your choice of operating system is made for you. Devices and operating systems are two distinct products, but they are bundled together. This bundling creates a cascading effect, driving users to predefined websites, services, and applications.
For practical purposes there is no such thing the internet today without an operating system. Bundling the operating system with the device is a way to force products on the consumer and to restrict freedom of independent developers to innovate. Because it has some 72% of the operating systems on new smartphones, Google can exert extraordinary power, undercutting competitors when negotiating with device manufacturers as well as restricting developers’ ability to create apps. For example, no app developer can get access to all of the same APIs that Google has access to. This being the case, Google forecloses the possibility that any developer will ever create an app to rival GMail, Google Maps, or YouTube. The Android device interface also discriminates by putting Google products ahead of competitors or by blocking competing products all together.
The discrimination that Google, Apple and Microsoft practice on their operating systems is even more granular. The in-house app developers have access to tools and information (such as user and profile data) that external app developers will never see. While Google, Apple and Microsoft may tout their “openness” to developers and pay lip service to the app economy, make no mistake: they ensure that their own designers have the upper hand.
Consumers also face discrimination from operating systems. Once a user selects an operating systems, a chain reaction of decisions are made without his consent. This has to do with how and where apps will appear on the device, the ease of changing the app configuration, as well as the choice of the app marketplace itself. The operating system can discriminate at the app marketplace, or store, by dictating the business model for the partners.
If the user want to change phones (and by extension, operating systems), the apps and services on the old phone become worthless. It is difficult if not impossible to take them over to a new platform. For example, if you bought ten games for your iPhone, that investment would be wasted if you switched to an Android phone. However if you stay with an Apple phone, you can take the games with you. Taken together, Google and Apple have 90% of the world’s market for smartphone operating systems.
Imagine your ISP started to act like the operating system on your smartphone. The ISP would insist on pre-approving the the websites and applications you install on your computer and mobile phone. Imagine that a large portion of the applications you downloaded could only be bought from the ISP's app market and the ISP dictated the terms. Imagine then that you changed ISP and all the applications you had bought and downloaded were worthless, and you had to buy them again.
If net neutrality supporters really cared about discrimination, would look at the entire internet value chain. The behavior of the ISP is of little consequence when compared to the power of the device bundled with an operating system. The three dominant players in the operating system market use discrimination as a business model, locking in customers to their platform, app store and products, and locking out competitors.
It is useless to talk about transparency, blocking and discrimination on the internet if we are only going to apply rules to ISPs, just one actor in the value chain. It’s time for politicians to wake up and see where the real discrimination is happening on the internet.
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Post by rickag on Jun 13, 2013 7:39:46 GMT -8
artman1033
Two completely different business models. Comparing the two is futile.
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Post by archibaldtuttle on Jun 13, 2013 7:44:06 GMT -8
The thing I find most annoying is that Doug Kass and all the bears were right about the stock. Not the company of course, which will be fine. But they were right about the stock, and it drives me crazy.
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Post by Lstream on Jun 13, 2013 7:44:49 GMT -8
artman1033 Two completely different business models. Comparing the two is futile. Plus the only solution to this concern of his, is to make phones, apps, and services operating system independent, so that the phone and OS are two separate purchases. God help us if some dumb ass politician actually takes this rant seriously.
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Post by sponge on Jun 13, 2013 8:09:53 GMT -8
At this point just glad to see green and over 432. If we get to 442 by next Wed I will be satisfied.
Given the weakness and drop from 459, we need to be ready for a long flat summer. Not sure what can get us above 465 until a new upgrade or product is announced.
The good news is that we are setting up for a strong move post Oct. Apple is putting all the pieces into place ( software and parts) for large volumes of iPhones and iPads when they do get released. I think the 5S and iPad Mini Retina and regular redesigned iPad will be big hits this fall. Shortage of all three will be short lived compared to prior releases. As long as they can get enough screens.
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Post by artman1033 on Jun 13, 2013 8:19:44 GMT -8
artman1033 Two completely different business models. Comparing the two is futile. Plus the only solution to this concern of his, is to make phones, apps, and services operating system independent, so that the phone and OS are two separate purchases. God help us if some dumb ass politician actually takes this rant seriously. It is not a "rant". It is the "belief" of the carriers. I think the same "beliefs" exist in the internet. The ISPs do not like AMZN, GOOG, NFLX or AAPL videos. The carriers are not now allowed to charge "extra" for moderate downloads or streaming of content. Most of the posts at an AAPL investor board are about Apple. On occasion, I like to post the opposing thoughts, videos, ads, SO we can better understand the overall market.
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Post by mace on Jun 13, 2013 8:46:40 GMT -8
The latest email from John Strand, the carrier's best friend: Learn more about Strand Consult's Strategic Workshops Fallacious logic. (Hardware/OS) Is like purchasing a car and demand why can't buy the body from Porsche and engine from Lexus. (Apps) How come the seats from Porsche couldn't be transferred to the Lexus?
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bud777
fire starter
Posts: 1,352
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Post by bud777 on Jun 13, 2013 8:48:33 GMT -8
This stock is so out to lunch. Too bad mangement didn't let investors know till now that they were planning on taking all 2013 off and release nothing of importance for an entire year. Find another stock and another company; one that manages to the next quarter like you want instead of one that manages for the future. You'll be much happier. +1 I notice you joined the board last fall, so I assume you bought at the peak. The past months must certainly have been frustrating for you. If you can hold on for another year, you should be well rewarded, but if your focus is more short term, you may want to heed this advice.
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Post by mace on Jun 13, 2013 8:52:23 GMT -8
The ISPs do not like AMZN, GOOG, NFLX or AAPL videos. The carriers are not now allowed to charge "extra" for moderate downloads or streaming of content. Was paid indirectly. Internet access price is based on download/upload speed and unlimited/limited access.
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