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Post by phoebear611 on Jun 19, 2013 2:54:26 GMT -8
I don't think I can remember ever wishing my summer away like this....AAPL is somewhat stuck probably - making my summer quite miserable. Wouldn't it be nice to wake up to a China Mobile deal? No one even talks about that any longer. Somehow I get the feeling the odds of that happening have gone down significantly for no other reason than I personally feel that TC does not come close to being the negotiator SJ was. It's the art of closing a deal and not having analysis paralysis. I guess we listen to Fed comments today to see what it brings the market although AAPL marches to the beat of a different drummer, regardless.
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Post by Deleted on Jun 19, 2013 3:53:05 GMT -8
Ditto.
The China Mobile deal, if it comes in our lifetime, would be announced around the availability of a new iPhone. The widely rumored new iPhone at lower price points could jump start negotiations, but yeah, I'm not expecting anything anytime soon.
Docomo is having success with Sony's Xperia line and Apple may be losing some of its leverage as the competition improves.
I think Tim Cook is up against economic and political hurdles that would have challenged even Steve Jobs, particularly China Mobile. Is China Telecom and China Unicom threatened if China Mobile lands the new iPhone?
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Post by lance on Jun 19, 2013 4:10:55 GMT -8
Pretty incredible that Goog is actually at 900 dollars a share. It shows it doesn't take much to get a run going. Google and AAPL used to be the same price per share 7 months ago now Goog is more than double AAPL price per share. Goog is only 100billion less in market cap with no dividend, less revenues, less earnings and no buyback. I guess Wall Street likes growth. Apple Management may want to try to get some growth going. I guess you would have to release something for that to happen.
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Post by macwire on Jun 19, 2013 4:14:01 GMT -8
Pretty incredible that Goog is actually at 900 dollars a share. It shows it doesn't take much to get a run going. Google and AAPL used to be the same price per share 7 months ago now Goog is more than double AAPL price per share. Goog is only 100billion less in market cap with no dividend, less revenues, less earnings and no buyback. I guess Wall Street likes growth. Apple Management may want to try to get some growth going. I guess you would have to release something for that to happen. No one buys a tech stock for fundamentals. If anything I've learned that knife catching in the September to January time frame.
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Post by rob_london on Jun 19, 2013 4:28:43 GMT -8
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Post by playultimate on Jun 19, 2013 4:31:32 GMT -8
Pretty incredible that Goog is actually at 900 dollars a share. It shows it doesn't take much to get a run going. Google and AAPL used to be the same price per share 7 months ago now Goog is more than double AAPL price per share. Goog is only 100billion less in market cap with no dividend, less revenues, less earnings and no buyback. I guess Wall Street likes growth. When Apple first announced their dividend it made me nervous that AAPPL would become a "mature" stock and no longer a growth stock. That seems to be the case.
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Post by rob_london on Jun 19, 2013 4:35:33 GMT -8
Pretty incredible that Goog is actually at 900 dollars a share. It shows it doesn't take much to get a run going. Google and AAPL used to be the same price per share 7 months ago now Goog is more than double AAPL price per share. Goog is only 100billion less in market cap with no dividend, less revenues, less earnings and no buyback. I guess Wall Street likes growth. When Apple first announced their dividend it made me nervous that AAPPL would become a "mature" stock and no longer a growth stock. That seems to be the case. The payment of a reasonable dividend and the maintenance of a growth strategy are not mutually exclusive.
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Post by appledoc on Jun 19, 2013 4:42:35 GMT -8
When Apple first announced their dividend it made me nervous that AAPPL would become a "mature" stock and no longer a growth stock. That seems to be the case. The payment of a reasonable dividend and the maintenance of a growth strategy are not mutually exclusive. Exactly. Let's not even bother discussing where we would be if there was no cash distribution.
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Post by terps530 on Jun 19, 2013 5:35:04 GMT -8
The payment of a reasonable dividend and the maintenance of a growth strategy are not mutually exclusive. Exactly. Let's not even bother discussing where we would be if there was no cash distribution. agreed- we still wouldn't have new hardware in 2013 regardless of having dividends/buybacks.
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Post by lance on Jun 19, 2013 5:54:52 GMT -8
usual bad start. If it breaks 428. I see a mass drop of mutliple %
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Post by appledoc on Jun 19, 2013 6:00:40 GMT -8
usual bad start. If it breaks 428. I see a mass drop of mutliple % 419 is coming. Wouldn't be surprised to see it before the end of the week. Just have to hope we bounce there. Otherwise I think 400 is in the cards.
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Post by aaplcrazie on Jun 19, 2013 6:19:39 GMT -8
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Post by Deleted on Jun 19, 2013 6:24:54 GMT -8
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Post by artman1033 on Jun 19, 2013 6:27:36 GMT -8
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Post by artman1033 on Jun 19, 2013 6:32:50 GMT -8
I don't know what THIS means: HBO GO on Apple TV requires a subscription to HBO through participating television providers. Is APPLE TV now just a "PIPE" or does it participate financially?
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Post by sponge on Jun 19, 2013 6:34:37 GMT -8
That is sad. I have read most of his books. He is one author that got me to read books on the iPad.
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Post by sponge on Jun 19, 2013 6:45:05 GMT -8
I have good news. Every time I am forced to sell due to margin calls, we rebound and go up. Will show discipline and not buy back until we close above 460. And will only buy a small amount.
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Post by Deleted on Jun 19, 2013 6:49:44 GMT -8
I don't know what THIS means: HBO GO on Apple TV requires a subscription to HBO through participating television providers. Is APPLE TV now just a "PIPE" or does it participate financially? DirecTV doesn't support this on Apple TV, although they do on the iPad, forcing me to use airplay. DirecTV sucks by the way -- classic bait and switch operator. They're now worse than Comcast, as even Comcast doesn't require a 2 year agreement. I'll gladly pay the termination fee to this organized crime syndicate.
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Post by terps530 on Jun 19, 2013 6:56:13 GMT -8
I don't know what THIS means: HBO GO on Apple TV requires a subscription to HBO through participating television providers. Is APPLE TV now just a "PIPE" or does it participate financially? It means you can launch an HBO app on apple tv, but you still need an HBO subscription to view anything. For example, I use my Xbox and open up my HBO go app on there , but I can only watch the content because I have the HBO package with my cable TV provider. You may ask, well why would u not then just turn on HBO on your tv? Well, HBO Go has the full HBO library (every single episode of every single series, documentary, etc etc), where as On Demand on my FiOS only has some of the recent stuff.
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Post by terps530 on Jun 19, 2013 7:31:24 GMT -8
seems like aapl is back in that 'there is not one reason why anyone is going to buy this right now, is it is just going lower' mode.
maybe that's what quadruple wicking, or technicals, or max pain, or just what 'no news is bad news' does.
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Post by tuffett on Jun 19, 2013 7:36:17 GMT -8
I have good news. Every time I am forced to sell due to margin calls, we rebound and go up. Will show discipline and not buy back until we close above 460. And will only buy a small amount. No you won't.
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Post by macwire on Jun 19, 2013 7:36:33 GMT -8
It's a broken stock. Don't try to find the bottom. There's a ton of winners out there. Focus on them and remember that the aapl train will get going again and there will be plenty of time to climb aboard.
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Post by macwire on Jun 19, 2013 7:40:12 GMT -8
I have good news. Every time I am forced to sell due to margin calls, we rebound and go up. Will show discipline and not buy back until we close above 460. And will only buy a small amount. No you won't. lol
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Post by archibaldtuttle on Jun 19, 2013 7:44:59 GMT -8
If you had told me a year ago that aapl would be the worst performing stock in the S&P500...
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Post by Nevyn on Jun 19, 2013 7:51:42 GMT -8
I don't know what THIS means: HBO GO on Apple TV requires a subscription to HBO through participating television providers. Is APPLE TV now just a "PIPE" or does it participate financially? I don't think AAPL gets anything. It's kind of like Netflix. You have to have subscription already.
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Post by Deleted on Jun 19, 2013 7:59:16 GMT -8
It's a broken stock. Don't try to find the bottom. There's a ton of winners out there. Focus on them and remember that the aapl train will get going again and there will be plenty of time to climb aboard. More like it's a broken stock market.
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Post by Deleted on Jun 19, 2013 8:14:04 GMT -8
Docomo is having success with Sony's Xperia line and Apple may be losing some of its leverage as the competition improves. Look, I understand the frustration that the last 9 months have thrust upon us, but let's get real. Theoretically, until the iPhone is available on every carrier on the planet Apple is "losing" sales OPPORTUNITIES. But to say that Sony is causing Apple to lose negotiating leverage is a serious stretch of logic Another was to look at the Docomo situation is that each day they don't carry the iPhone Docomo is bleeding subscribers. Sony is only doing well in the ABSENCE of the iPhone. Docomo IS bleeding subscribers, a situation Sony's Xperia line has not reversed.
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Post by Deleted on Jun 19, 2013 8:43:12 GMT -8
Pretty incredible that Goog is actually at 900 dollars a share. It shows it doesn't take much to get a run going. Google and AAPL used to be the same price per share 7 months ago now Goog is more than double AAPL price per share. Goog is only 100billion less in market cap with no dividend, less revenues, less earnings and no buyback. I guess Wall Street likes growth. When Apple first announced their dividend it made me nervous that AAPPL would become a "mature" stock and no longer a growth stock. That seems to be the case. I don't think AAPL has become a "mature" vs "growth" stock because of the dividend. I think it is PERCEIVED that way because value has become a function of return (dividend) on investment (price of stock). I've said it many times, until we get past the extraordinary (and unsustainable) GM%s Apple reported from late 2010 through April 2012. This July's report will be the last of those horrible compares. If Apple reports the same gross margin % this quarter, as last year, we have EPS growth. But Apple won't. What Apple IS going to report are GMs about 45% greater than the competition earns. The competition has never had great margins, so they aren't hampered with bad YoY compares.
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Post by sponge on Jun 19, 2013 8:48:23 GMT -8
When Apple first announced their dividend it made me nervous that AAPPL would become a "mature" stock and no longer a growth stock. That seems to be the case. I don't think AAPL has become a "mature" vs "growth" stock because of the dividend. I think it is PERCEIVED that way because value has become a function of return (dividend) on investment (price of stock). I've said it many times, until we get past the extraordinary (and unsustainable) GM%s Apple reported from late 2010 through April 2012. This July's report will be the last of those horrible compares. If Apple reports the same gross margin % this quarter, as last year, we have EPS growth. But Apple won't. What Apple IS going to report are GMs about 45% greater than the competition earns. The competition has never had great margins, so they aren't hampered with bad YoY compares. I agree. Plus the smartphone war will play out like the PC. Give it another 5 years and the landscape will be very different. Apple will be king then.
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Post by artman1033 on Jun 19, 2013 8:57:35 GMT -8
I have noticed with interest, the rise and fall of VIXAPL.
Does anyone know of a site that shows VIXAPL in a chart form since 2008?
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