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Post by tuffett on Jun 19, 2013 8:58:21 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. The reality is (since no deal has been made) each party believes the other party needs them more than they need the other party. This is clearly having negative effects on both parties.
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Post by nagrani on Jun 19, 2013 8:58:53 GMT -8
I'm at a mall buying my wife lingere for our 10 year anniversary. The salesperson offered to try it on. Was going to buy her an iPad and was the reason for coming to this mall. Thank you apple.
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Mav
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Post by Mav on Jun 19, 2013 9:05:34 GMT -8
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Post by Deleted on Jun 19, 2013 9:13:19 GMT -8
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. That's the worry...before the iPod/iPhone, Apple was getting killed by the PC. People are worrying about Android getting to 90%+ Market Share because it's very similar to the cannibalization that happened to the PC industry back in the day.
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Post by rob_london on Jun 19, 2013 9:14:24 GMT -8
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Post by rezonate on Jun 19, 2013 9:14:43 GMT -8
I see the advantage of Apple being the content pipe as building a track record with content providers. If HBO (say) sees that 75% (say) of their streaming content goes across Apple devices, such as (say) Apple TV, Apple might be able to leverage those metrics for a better/exclusive/industry changing deal. Guaranteed, they are watching where and how the bits are being consumed.
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Post by redinaustin on Jun 19, 2013 9:22:04 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. My theory is that WS is like a spoiled 2 year old; he whines and whines until he get what he wants. Then he decides he wants more and starts whining...
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Post by Deleted on Jun 19, 2013 9:27:24 GMT -8
I'm at a mall buying my wife lingere for our 10 year anniversary. The salesperson offered to try it on. Was going to buy her an iPad and was the reason for coming to this mall. Thank you apple. Where is that Mall?
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Post by Red Shirted Ensign on Jun 19, 2013 9:30:42 GMT -8
No one has to buy the stock right now. There are stocks hot money feels it has to buy or miss out. Tesla, Netflix....even, gulp, Amazon.
We know June quarter earnings are going to be within a pretty set range and the range is not exciting. The share buyback scheme will produce improvement, but not for some quarters yet on a material basis. We know IOS 7is neat but it won't produce revenues until it is paired with new hardware, which means September.
An investor can sell Apple at 428 and have a fair expectation of being able to buy the shares back before the next dividend ex-date at 425-440. In the meantime the proceeds from that sale could go to Tesla (just as an example...) that might go from 103 to 125. Apple has told us everything that is going to happen over the next five weeks.....and maybe if earnings pan out as planned, the next ten weeks.
Money is fungible and seeks heat....I love Apple but it is a bit "cool" right now.
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Post by Deleted on Jun 19, 2013 9:33:24 GMT -8
Highlights mine. iPhone: about twice the sales in about a fifth the time.
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Post by nagrani on Jun 19, 2013 9:35:29 GMT -8
Suburb of Chicago
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bud777
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Post by bud777 on Jun 19, 2013 9:43:30 GMT -8
I'm at a mall buying my wife lingere for our 10 year anniversary. The salesperson offered to try it on. Was going to buy her an iPad and was the reason for coming to this mall. Thank you apple. Where is that Mall? That happened to me once. I told him no thanks
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Post by artman1033 on Jun 19, 2013 9:43:46 GMT -8
I'm at a mall buying my wife lingere for our 10 year anniversary. The salesperson offered to try it on. Was going to buy her an iPad and was the reason for coming to this mall. Thank you apple. I am trying to parse your statement. hmmm. 1) you would have preferred to buy your lovely wife an iPad, but because of the price of AAPL, you were only able to afford some undies?
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Post by artman1033 on Jun 19, 2013 9:52:58 GMT -8
The district is paying $678 per device -- higher than tablets available in stores -- but the machines will be pre-loaded with educational software...... The three-year warranty includes free replacement machines up to 5% of the value of the purchase, he was told. A Microsoft representative urged the board to pilot more than one product and not to rely on one platform. Doing so could cut off the district from future price reductions and innovations, said Robyn Hines, senior director of state government affairs for Microsoft. Hines also noted that more businesses still use Microsoft platforms, and that students should be exposed to machines they will encounter in the workplace. "A one-size-fits-all approach” would limit important options, she said. But district staff countered that Apple offered the superior product and some students shouldn't have to use a lesser one. HERE
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Deleted
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Post by Deleted on Jun 19, 2013 10:07:35 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. I think it's pretty clear that the competition has improved, impacting the leverage Apple has to close a deal with both Docomo and China Mobile. And Sony's Experia is a solid handset, having success that I said MAY have some effect on that leverage in the case of Japan. There's been plenty written about China Mobile gaining a stronger hand with the flood of Android sales flooding the Chinese market.
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Post by sponge on Jun 19, 2013 10:15:55 GMT -8
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Post by rickag on Jun 19, 2013 10:16:20 GMT -8
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Post by lance on Jun 19, 2013 10:16:37 GMT -8
Does anyone have a sweet clue what a good price is for this stock if your timeline is 6-12months from now? I could see the stock anywhere for 350-650 a year from now. So I guess sub 400 is a safe bet but who knows with this terrible stock.
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Post by terps530 on Jun 19, 2013 10:27:53 GMT -8
i would loosely guess that this is a safe spot to enter in shares, for a 10+ month timeframe. I think that buys you a lot more time on buybacks to bake into price, fiscal q1 2014 earnings, definitely new products, and probably new product categories, based on TC's comments from a few months ago.
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Post by wheeles on Jun 19, 2013 10:28:42 GMT -8
I'm at a mall buying my wife lingere for our 10 year anniversary. The salesperson offered to try it on. Did you take him up on the offer?
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Post by sponge on Jun 19, 2013 10:38:47 GMT -8
425 is the new line in the sand after 432.
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Post by Red Shirted Ensign on Jun 19, 2013 10:39:43 GMT -8
i would loosely guess that this is a safe spot to enter in shares, for a 10+ month timeframe. I think that buys you a lot more time on buybacks to bake into price, fiscal q1 2014 earnings, definitely new products, and probably new product categories, based on TC's comments from a few months ago. I almost hesitate to mention that the April 2014 options are available now....I am eyeballing a 430/450 call spread... Thinking: New products well into the pipeline and the December quarter and March quarter comparables should be positive. The share buyback by then will have juiced EPS a bit more... mmmmmmmmmmmmmmmmh,,,,,,,,,
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Post by rickag on Jun 19, 2013 10:42:36 GMT -8
Does anyone have a sweet clue what a good price is for this stock if your timeline is 6-12months from now? I could see the stock anywhere for 350-650 a year from now. So I guess sub 400 is a safe bet but who knows with this terrible stock. I don't believe $350 is in play a year from now, maybe in the next few months, but this would be extraordinary even in the next few months.
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Post by archibaldtuttle on Jun 19, 2013 10:47:05 GMT -8
Flat on up days, down double the market on down days. Blech
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Post by artman1033 on Jun 19, 2013 10:48:33 GMT -8
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Post by Red Shirted Ensign on Jun 19, 2013 10:48:49 GMT -8
425 is the new line in the sand after 432.
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Post by artman1033 on Jun 19, 2013 10:51:34 GMT -8
QOTD: One Steve Jobs Prediction That Was a Little Off (1994) All the work that I have done in my life will be obsolete by the time I’m 50.
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Post by terps530 on Jun 19, 2013 10:56:59 GMT -8
425 is the new line in the sand after 432.
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Post by sponge on Jun 19, 2013 11:16:04 GMT -8
One more flush tomorrow or Friday down to 420 and we should work our way back to 445.
I sit and watch now. Love golfing in the afternoons and not worrying about aapl as much.
Been here before and like reds picture indicates. We will again.
Buy and Hold.
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Post by Deleted on Jun 19, 2013 11:17:20 GMT -8
One more flush tomorrow or Friday down to 420 and we should work our way back to 445. I sit and watch now. Love golfing in the afternoons and not worrying about aapl as much. Been here before and like reds picture indicates. We will again. Buy and Hold. [/quote]
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