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Post by sponge on Jun 26, 2013 7:27:26 GMT -8
I'd argue that rarely is anything new posted on the board on a day to day basis. It's the same people regurgitating the same stuff (myself included). That is true. But I love reading this board, as the context of the postings changes. And thus the impact of a certain view may prove to have weight, or not. Also, even though there are repeated views, one's interpretation sharpens and thus one gains insight. You all are good ! Why Thank You
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Post by appledoc on Jun 26, 2013 7:39:50 GMT -8
Does slow but steady win the race in tech? Apple is testing this theory with having 16,000 + corporate, engineers, designers and professional employees that have released 1 Macbook air upgrade over basically a year. Blacbkberry has released more than Apple in 2013. Weak. "What have you done for me lately Apple?" I'm dumb struck that you compare any aspect of Apple to Blackberry, and determine that Blackberry is doing better. Where did he say Blackberry is doing better? He's just stating the facts. We're halfway through the year and there's been one product update. It's pathetic.
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Post by archibaldtuttle on Jun 26, 2013 7:44:23 GMT -8
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bud777
fire starter
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Post by bud777 on Jun 26, 2013 7:57:03 GMT -8
I am not saying that this is a praise Apple board. I have made posts that have been very critical of Apple management. So I too have called out management. But I am not going to repeat myself over and over about it ad nauseum. That would be completely pointless, and would imply that I cannot take responsibility for my own investment mistakes, and want someone to blame for my own screw-ups. Brilliantly stated. +1
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Deleted
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Post by Deleted on Jun 26, 2013 8:11:52 GMT -8
So I'm not allowed to say Tim Cook is doing a poor job as CEO without it implying that I'm looking for someone to blame for my losses?
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Post by appledoc on Jun 26, 2013 8:16:01 GMT -8
Next stop, 385. Embedded oversold on the daily RSI.
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Deleted
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Post by Deleted on Jun 26, 2013 8:21:51 GMT -8
Agreed...if we're all going to praise Apple for record quarters like 18 months ago, then we can call out management for doing almost nothing for the last 9 months. There are so many easy things Apple could do/release, but haven't...they don't need to release everything under the sun, but why no iTV or even an updated Apple TV with Developers SDK? Or options for iPhone screen size. Or new carriers. Apple has more money than anyone...but they don't seem to use that massive advantage to their advantage, make some content deals that no one else is able to do. I was going to respond, but changed my mind. It would have been a wasted effort. That's fine...I don't pay much attention to your Thurman Reversals, $18 Estimates, Free Shares through Spreads or any of your other wild guesses on what AAPL is going to do. I would say trying to guess what the Institutions have been doing would have been more of a wasted effort than responding to me in a polite manner.
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Post by Lstream on Jun 26, 2013 8:22:40 GMT -8
So I'm not allowed to say Tim Cook is doing a poor job as CEO without it implying that I'm looking for someone to blame for my losses? One more time. It is the constant repetition that I am commenting on. Say whatever you want.
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Post by macwire on Jun 26, 2013 8:23:15 GMT -8
Next stop, 385. Embedded oversold on the daily RSI. Horrible action. Stay. Away.
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Deleted
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Post by Deleted on Jun 26, 2013 8:28:00 GMT -8
"What have you done for me lately Apple?" I'm dumb struck that you compare any aspect of Apple to Blackberry, and determine that Blackberry is doing better. Where did he say Blackberry is doing better? He's just stating the facts. We're halfway through the year and there's been one product update. It's pathetic. By describing Apple's performance as "weak" vs that of Blackberry, he is explicitly implying that Blackberry is doing "better" than Apple. That Blackberry is a weak product to begin with negates any perceived betterment in upgrade performance. Blackberry upgrades are REQUIRED just to stay within 2 years of iOS. Blackberry has a long way to go before it approaches parity. Given Blackberry's market share it seems that, with the exception of some AFB posters, the rest of the market recognizes this. It isn't about how often you replace your tires, its about how good your tires are to begin with.
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Post by appledoc on Jun 26, 2013 8:30:18 GMT -8
Where did he say Blackberry is doing better? He's just stating the facts. We're halfway through the year and there's been one product update. It's pathetic. By describing Apple's performance as "weak" vs that of Blackberry, he is explicitly implying that Blackberry is doing "better" than Apple. That Blackberry is a weak product to begin with negates any perceived betterment in upgrade performance. Blackberry upgrades are REQUIRED just to stay within 2 years of iOS. Blackberry has a long way to go before it approaches parity. Given Blackberry's market share it seems that, with the exception of some AFB posters, the rest of the market recognizes this. It isn't about how often you replace your tires, its about how good your tires are to begin with. One product update for the best tech company on the planet in a span of seven months. ONE. ONE. ONE. That's what this is about.
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Deleted
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Post by Deleted on Jun 26, 2013 8:34:32 GMT -8
I was going to respond, but changed my mind. It would have been a wasted effort. That's fine...I don't pay much attention to your Thurman Reversals, $18 Estimates, Free Shares through Spreads or any of your other wild guesses on what AAPL is going to do. I would say trying to guess what the Institutions have been doing would have been more of a wasted effort than responding to me in a polite manner. Really? The institutions dumped an aggregate of 95,000,000 shares of AAPL starting last September. You don't think trying to determine institutional buying/selling actions would be beneficial? If you don't, then my assessment that responding would be a wasted effort was correct.
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Post by sponge on Jun 26, 2013 8:49:21 GMT -8
We won't go back up until I am forced to sell more tomorrow.
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Post by Red Shirted Ensign on Jun 26, 2013 8:55:57 GMT -8
That's fine...I don't pay much attention to your Thurman Reversals, $18 Estimates, Free Shares through Spreads or any of your other wild guesses on what AAPL is going to do. I would say trying to guess what the Institutions have been doing would have been more of a wasted effort than responding to me in a polite manner. Really? The institutions dumped an aggregate of 95,000,000 shares of AAPL starting last September. You don't think trying to determine institutional buying/selling actions would be beneficial? If you don't, then my assessment that responding would be a wasted effort was correct. What happened to your vacation from the Board? Criticism of Apple's management is justified if an investor's objective is short term capital gain, which is driven by positive sentiment..which Apple has chosen not to inflate. I'll buy more common tomorrow or Friday but I don't expect a sentiment change of any type befor July 22 or so
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Deleted
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Post by Deleted on Jun 26, 2013 8:59:13 GMT -8
One product update for the best tech company on the planet in a span of seven months. ONE. ONE. ONE. That's what this is about. If Apple is the best tech company on the planet, then everyone else is #2, or worse. Given Blackberry's market share, the market has already determined that Blackberry is far less than #2. Ergo, ONE Apple product update is worth SEVERAL Blackberry updates. I'll say it again, comparing Apple to Blackberry on any level, and finding Apple wanting, is nonsensical. It isn't the number of updates that's important, it's the quality of those updates, and in that nobody matches Apple. As proof we have the recently upgraded MacBook Air and Mac Pro. There is nothing comparable to these two products ON THE PLANET. Further there is nothing comparable on the market to LAST YEAR'S iMac. I don't care how often the competition upgrades its products, or how seldom Apple upgrades its products, as long as Apple products remain the best. They are. Replacing a 15,000 mile tire 4 times vs once for a 60,000 mile tire doesn't make the 15,000 mile tire better.
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Post by rob_london on Jun 26, 2013 9:02:14 GMT -8
One product update for the best tech company on the planet in a span of seven months. ONE. ONE. ONE. That's what this is about. If Apple is the best tech company on the planet, then everyone else is #2, or worse. Given Blackberry's market share, the market has already determined that Blackberry is far less than #2. Ergo, ONE Apple product update is worth SEVERAL Blackberry updates. I'll say it again, comparing Apple to Blackberry on any level, and finding Apple wanting, is nonsensical. It isn't the number of updates that's important, it's the quality of those updates, and in that nobody matches Apple. As proof we have the recently upgraded MacBook Air and Mac Pro. There is nothing comparable to these two products ON THE PLANET. Further there is nothing comparable on the market to LAST YEAR'S iMac. I don't care how often the competition upgrades its products, or how seldom Apple upgrades its products, as long as Apple products remain the best. They are. Replacing a 15,000 mile tire 4 times vs once for a 60,000 mile tire doesn't make the 15,000 mile tire better. +1
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Deleted
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Post by Deleted on Jun 26, 2013 9:07:23 GMT -8
I'll buy more common tomorrow or Friday but I don't expect a sentiment change of any type before July 22 or so Given the positions taken by some here (management incompetence, lack of product updates) that decision should be viewed as downright stupid. I think it is absolutely the right thing to do. I'm expecting a significant (positive) sentiment change subsequent to the conference call.
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SomeJuan
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Taking a nap…
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Post by SomeJuan on Jun 26, 2013 9:09:57 GMT -8
PED's feel good story of the day... Sigh! "Apple's WWDC has come and gone, without giving the Street any reason to believe it will improve Apple's potential for income or growth. (I'm referring to what the Street believes, not IT people or consumers.)" Bloodletting
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Post by archibaldtuttle on Jun 26, 2013 9:10:28 GMT -8
Polish your crystal balls, I have a prediction poll: What's the lowest AAPL could possibly go before the July earnings report? (a) Right here, this is the bottom (b) 385ish, double bottom with April earnings (c) pick your number below
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Post by appledoc on Jun 26, 2013 9:13:14 GMT -8
One product update for the best tech company on the planet in a span of seven months. ONE. ONE. ONE. That's what this is about. If Apple is the best tech company on the planet, then everyone else is #2, or worse. Given Blackberry's market share, the market has already determined that Blackberry is far less than #2. Ergo, ONE Apple product update is worth SEVERAL Blackberry updates. I'll say it again, comparing Apple to Blackberry on any level, and finding Apple wanting, is nonsensical. It isn't the number of updates that's important, it's the quality of those updates, and in that nobody matches Apple. As proof we have the recently upgraded MacBook Air and Mac Pro. There is nothing comparable to these two products ON THE PLANET. Further there is nothing comparable on the market to LAST YEAR'S iMac. I don't care how often the competition upgrades its products, or how seldom Apple upgrades its products, as long as Apple products remain the best. They are. Replacing a 15,000 mile tire 4 times vs once for a 60,000 mile tire doesn't make the 15,000 mile tire better. You referenced three products. All three contribute little to the bottom line. One hasn't even been released. And one is now six months old. Whoopdeee fucking doo. I'm not asking for an onslaught of products a la Samsung. I'm asking for a reasonable product schedule. One where everything isn't crammed into one quarter like it was last year. Holiday season was an utter failure. Demand couldn't be met across the board. The iMacs didn't even become available when they were supposed to. They dropped the ball. I hope they've learned.
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Post by appledoc on Jun 26, 2013 9:16:03 GMT -8
Polish your crystal balls, I have a prediction poll: What's the lowest AAPL could possibly go before the July earnings report? (a) Right here, this is the bottom (b) 385ish, double bottom with April earnings (c) pick your number below 10% chance of (b) happening. 90% chance of (c) happening and heading toward 369.
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SomeJuan
Member
Taking a nap…
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Post by SomeJuan on Jun 26, 2013 9:18:24 GMT -8
Polish your crystal balls, I have a prediction poll: What's the lowest AAPL could possibly go before the July earnings report? (a) Right here, this is the bottom (b) 385ish, double bottom with April earnings (c) pick your number below 10% chance of (b) happening. 90% chance of (c) happening and heading toward 369. +100 unfortunately.
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Deleted
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Post by Deleted on Jun 26, 2013 9:19:32 GMT -8
You referenced three products. All three contribute little to the bottom line. One hasn't even been released. And one is now six months old. Whoopdeee fucking doo. I'm not asking for an onslaught of products a la Samsung. I'm asking for a reasonable product schedule. One where everything isn't crammed into one quarter like it was last year. Holiday season was an utter failure. Demand couldn't be met across the board. The iMacs didn't even become available when they were supposed to. They dropped the ball. I hope they've learned. FQ1/ 2013 Revenue grew 17% over FQ1/ 2012. Yep, I'd be angry over that performance too. Except that I'm not. Apple's worst critics hang out in Apple centric forums.
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Post by geraci on Jun 26, 2013 9:21:22 GMT -8
Doc, what you are asking for is not in Apple's DNA. Apple ships products when the products are ready. If any lesson has been learned, it was the Maps fiasco that taught them that shipping early was a really bad idea. Last year's iMac announcement was also ill timed (the product wasn't ready to ship).
As an investor, I can see where your patience runs thin, but if you can't stomach long periods of silence, then maybe AAPL is not the stock for you.
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Deleted
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Post by Deleted on Jun 26, 2013 9:24:24 GMT -8
Polish your crystal balls, I have a prediction poll: What's the lowest AAPL could possibly go before the July earnings report? (a) Right here, this is the bottom (b) 385ish, double bottom with April earnings (c) pick your number below 10% chance of (b) happening. 90% chance of (c) happening and heading toward 369. I don't care. Instead of complaining about product cycles or management competence, I'm holding off further investing until post July earnings.
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Deleted
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Post by Deleted on Jun 26, 2013 9:26:22 GMT -8
Replacing a 15,000 mile tire 4 times vs once for a 60,000 mile tire doesn't make the 15,000 mile tire better. Not only that, the 60,000 mile tires typically cost less than 4 sets. Consumers are dumb about that; Quality costs less over the long haul. But simpletons shop on price only and not on value.
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Post by appledoc on Jun 26, 2013 9:33:40 GMT -8
You referenced three products. All three contribute little to the bottom line. One hasn't even been released. And one is now six months old. Whoopdeee fucking doo. I'm not asking for an onslaught of products a la Samsung. I'm asking for a reasonable product schedule. One where everything isn't crammed into one quarter like it was last year. Holiday season was an utter failure. Demand couldn't be met across the board. The iMacs didn't even become available when they were supposed to. They dropped the ball. I hope they've learned. FQ1/ 2013 Revenue grew 17% over FQ1/ 2012. Yep, I'd be angry over that performance too. Except that I'm not. Apple's worst critics hang out in Apple centric forums. Since when do we judge based on one metric? You can bring out your same tired argument that 2012 set the bar too high with inflated margins, but that's what we were given and what people invested upon. I'd counter that we would have never made it past 600 had 2012 seen the margins we're getting now.
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Mav
Member
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Post by Mav on Jun 26, 2013 9:34:38 GMT -8
Say what you will of present trajectory, but there's a healthy market for 60k mile tires. Ah, Car Talk lives on. ;D
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Post by po1nt on Jun 26, 2013 9:35:31 GMT -8
10% chance of (b) happening. 90% chance of (c) happening and heading toward 369. +100 unfortunately. POSSIBLE convergence of double bottom and weekly SMA-200 around 385 as well
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Deleted
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Post by Deleted on Jun 26, 2013 9:36:40 GMT -8
One product update for the best tech company on the planet in a span of seven months. ONE. ONE. ONE. That's what this is about. You're telling everyone that had Apple announced an iPad refresh in March and April we wouldn't be going through this? If only it were that simple. This is about a tough YOY compare with margins (thanks to Samsung), primarily. I'd also speculate that Wall Street is making money twice: Institutions selling Apple to expire options worthless and deploying those funds into a rising stock market. Too, the financial media has done a number on Apple with negative sentiment (high profile + negativity = page hits and eyeballs). For the record, Apple sold 19.5M iPads in the March quarter for a 40% increase YOY. Do you really think iPads are to blame here?
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