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Post by lovemyipad on Jun 21, 2013 15:00:52 GMT -8
The bar is open!
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Mav
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Post by Mav on Jun 21, 2013 15:04:56 GMT -8
What a week.
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Post by Deleted on Jun 21, 2013 15:08:11 GMT -8
One week closer to the iPhone event! 11 weeks away?
And one week closer to earnings. 5 weeks away?
I'm looking forward to Q4 guidance, should light a fire under this puppy.
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Mav
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Post by Mav on Jun 21, 2013 15:21:56 GMT -8
Probably not. ;D
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Post by lovemyipad on Jun 21, 2013 15:43:02 GMT -8
Mav said what I was thinking.
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Post by rickag on Jun 21, 2013 15:49:42 GMT -8
Can we at least hope it starts the kindling, so to speak.
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Post by Lstream on Jun 21, 2013 15:50:21 GMT -8
For all of the wonderful things we are talking about, I believe we mean streaming over AirPlay. I don't know the compression ratios that Apple achieves, but I expect that it is very well implemented knowing them. Which means almost certainly yes to your question, with plenty of headroom to spare. The implications are exciting. This stuff is hugely challenging technically if you want an outstanding experience. Which means that Apple's control of hardware and software in all components including Apple TV, is a huge advantage over mid tier muckers like Samsung.
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JDSoCal
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Post by JDSoCal on Jun 21, 2013 15:53:08 GMT -8
What a week to stop washing down Valiums with beer. FTFU.
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Post by rickag on Jun 21, 2013 15:55:21 GMT -8
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Post by Deleted on Jun 21, 2013 15:58:52 GMT -8
I think apples new guidance metrics for Q4 will indicate higher revenue and EPS than Q42012 actuals, so regardless of Q3 results we should see a post earnings share spike.
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Post by appledoc on Jun 21, 2013 16:04:22 GMT -8
Good to see max pain help us out this week!
Very glad to be out save for a handful of Jan 14 spreads. Shorting on a decisive break of 400.
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Post by Deleted on Jun 21, 2013 16:33:17 GMT -8
With regard to July 470s opened recently, I don't think anyone here can conclude this position is bullish or bearish --20/20 hindsight doesn't count.
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Post by Deleted on Jun 21, 2013 16:47:09 GMT -8
I'll make it easy for those who didn't see the earlier link to a rendition of the rumored, affordable iPhone
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Mav
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Post by Mav on Jun 21, 2013 16:58:33 GMT -8
Nice!
But there's something more to it than just being a CheapPhone - Apple's product ethos is well known to us.
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Post by sponge on Jun 21, 2013 17:00:47 GMT -8
I agree. A strong move over 485 should happen in Oct. July will be a non factor. This is going to be a long hot (flat) summer in the wilderness for our stock.
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Mav
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Post by Mav on Jun 21, 2013 17:10:33 GMT -8
No, I was just saying don't count on Oppenheimer for optimistic guidance, for obvious reasons.
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Mav
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Post by Mav on Jun 21, 2013 17:23:00 GMT -8
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Post by Deleted on Jun 21, 2013 17:23:20 GMT -8
Nice! But there's something more to it than just being a CheapPhone - Apple's product ethos is well known to us. There has to be at least one tentpole feature that separates iPhone 5 Pro and iPhone; I'm betting it's a fingerprint sensor. Or, it just has more ram, storage, chip and camera. I think I actually prefer this one in my hand than my iPhone 5.
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Mav
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Post by Mav on Jun 21, 2013 17:24:28 GMT -8
Get a case, Mercel. NO flagship new iPhone will be just more RAM, or storage, plus a nicer chip and camera. That's not the Apple I know. We can debate Siri, but no question it was a tentpole feature, and important, if flawed. And 5 is a redesign + new screen, same as the 4.
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Deleted
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Post by Deleted on Jun 21, 2013 17:33:13 GMT -8
No, I was just saying don't count on Oppenheimer for optimistic guidance, for obvious reasons. I'm saying that apples new guidance method (providing the ranges for revenue & margin), even if conservative, should indicate a year on year increase over Q42012.
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Post by Deleted on Jun 21, 2013 17:39:49 GMT -8
iPhone 5S will undoubtedly have a tentpole software feature to accompany its spec bumps.
I'm hoping it is a camera app that captures real world objects as 3D models, which can then be uploaded to the apple Maps database.
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Mav
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Post by Mav on Jun 21, 2013 17:41:25 GMT -8
Hmm. I'll have to run an pre-alpha version of fiscal Q4 projections on that one.
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Post by rutgersguy92 on Jun 21, 2013 17:43:23 GMT -8
No, I was just saying don't count on Oppenheimer for optimistic guidance, for obvious reasons. Maybe not optimistic, but definitely more realistic under TC than the sand-bagging done during SJ's time at the helm.
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Post by appledoc on Jun 21, 2013 17:43:51 GMT -8
No, I was just saying don't count on Oppenheimer for optimistic guidance, for obvious reasons. I'm saying that apples new guidance method (providing the ranges for revenue & margin), even if conservative, should indicate a year on year increase over Q42012. Wishful thinking IMO. Unless they decide to start accounting for unannounced products in guidance.
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Mav
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Post by Mav on Jun 21, 2013 17:50:30 GMT -8
Well, like I said, I'll run a quick projection later and see if Oppenheimer really _doesn't_ have "any choice" but to give a range that allows for some revs AND earnings growth YOY.
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Post by lovemyipad on Jun 21, 2013 18:10:31 GMT -8
With regard to July 470s opened recently, I don't think anyone here can conclude this position is bullish or bearish --20/20 hindsight doesn't count. At the time (not hindsight), I posted that I thought it was a bearish position because: 1) it hit the bid (not the ask); 2) it was opened at the high of the day. As I said THEN, I expect big money to have a better-than-average sense of market timing. IMHO, that buyer, if it wasn't a market maker (who is obligated to provide liquidity) would have to be a serious dumbass to buy the daily high around noon-ish and be down $250K by the close and ride that loss. Big money doesn't become big money with THAT sh*tty of timing and risk management.
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Deleted
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Post by Deleted on Jun 21, 2013 18:23:11 GMT -8
With regard to July 470s opened recently, I don't think anyone here can conclude this position is bullish or bearish --20/20 hindsight doesn't count. At the time (not hindsight), I posted that I thought it was a bearish position because: 1) it hit the bid (not the ask); 2) it was opened at the high of the day. As I said THEN, I expect big money to have a better-than-average sense of market timing. IMHO, that buyer, if it wasn't a market maker (who is obligated to provide liquidity) would have to be a serious dumbass to buy the daily high around noon-ish and be down $250K by the close and ride that loss. Big money doesn't become big money with THAT sh*tty of timing and risk management. I may have overlooked you saying it opened at the bid, but I'll trust you on that. A year ago, I recall in late spring (or thereabouts) someone opened a similar position in August (IIRC) and it was deemed bullish. Apple churned for 1-2 months. And we know how THAT turned out.
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Post by Deleted on Jun 21, 2013 18:24:07 GMT -8
iPhone 5S will undoubtedly have a tentpole software feature to accompany its spec bumps. I'm hoping it is a camera app that captures real world objects as 3D models, which can then be uploaded to the apple Maps database. We need something more than THAT I'm afraid.
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Post by Red Shirted Ensign on Jun 21, 2013 19:06:33 GMT -8
iPhone 5S will undoubtedly have a tentpole software feature to accompany its spec bumps. I'm hoping it is a camera app that captures real world objects as 3D models, which can then be uploaded to the apple Maps database. We need something more than THAT I'm afraid. I think we will
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Post by Deleted on Jun 21, 2013 19:41:59 GMT -8
Is there anyone who doesn't think we will see a new lower cost iPhone released alongside the iPhone 5S?
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