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Post by appledoc on Jul 10, 2013 13:43:14 GMT -8
He can't be serious. That would be almost 100M iPhones in Q1. Yeah right.
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Post by Deleted on Jul 10, 2013 13:51:29 GMT -8
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Post by Lstream on Jul 10, 2013 13:51:48 GMT -8
Are they now operating under a different model? This sounds like past tense. I thought everything changed when the publishers settled? I don't know. Agency models are not illegal. Typical of the last few months. I don't believe for a minute that Apple thought in a million years that going with this model which all kinds of other companies use, would get them in this hot water. Only in America.
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Post by ericinaustin on Jul 10, 2013 14:18:11 GMT -8
I love Apple as much as the next guy, but they conspired to raise prices. How this doesn't bother you guys is unbelievable. They screwed up. Just pay the damn fine and move on and don't pull this stuff on people any more. I absolutely disagree with that statement. If this stands then a company like GE should go into the bat retail business and buy their bats from Louisville slugger for 30 $ and open a store and sell them for 5$ until all the other retailers are out of the bat selling business and then charge what ever they want. Or wall mart could sell Levi's for 5$ till all other sellers are done selling Levi's . Eric in Austin
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Post by ericinaustin on Jul 10, 2013 14:28:34 GMT -8
Today's price movement seems to signal a big change from the last 9 months. 4months ago news like today on the decision and on the upcoming earnings numbers would have tanked the stock. Now? Meh. I think a 3% div. and an obscene p/e has put a floor on the price. I am already wanting to search the couch cushions for spare change any time it gets below 420
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Post by jmolloy on Jul 10, 2013 14:43:29 GMT -8
I love Apple as much as the next guy, but they conspired to raise prices. How this doesn't bother you guys is unbelievable. They screwed up. Just pay the damn fine and move on and don't pull this stuff on people any more. I absolutely disagree with that statement. If this stands then a company like GE should go into the bat retail business and buy their bats from Louisville slugger for 30 $ and open a store and sell them for 5$ until all the other retailers are out of the bat selling business and then charge what ever they want. Or wall mart could sell Levi's for 5$ till all other sellers are done selling Levi's . Eric in Austin It's a real shame we can't vote up / vote down stuff here.
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Post by Deleted on Jul 10, 2013 14:45:41 GMT -8
Today's price movement seems to signal a big change from the last 9 months. 4months ago news like today on the decision and on the upcoming earnings numbers would have tanked the stock. Now? Meh. I think a 3% div. and an obscene p/e has put a floor on the price. I am already wanting to search the couch cushions for spare change any time it gets below 420 The dividend is 3% worth of icing on the cake. The cake is the prospects for future growth. I think AAPL has now become a timing story. WS is going to let the uninformed drag AAPL down right after earnings, then commencing in early August will start to fill the coffers with shares.. From there I see at least an 11 month rally.
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Post by appledoc on Jul 10, 2013 14:57:04 GMT -8
Today's price movement seems to signal a big change from the last 9 months. 4months ago news like today on the decision and on the upcoming earnings numbers would have tanked the stock. Now? Meh. I think a 3% div. and an obscene p/e has put a floor on the price. I am already wanting to search the couch cushions for spare change any time it gets below 420 Agree. We've had a few similar tests of sentiment since 385, and AAPL has fared well. If we can manage to get above the mid-430s, I suspect we will start running.
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Post by Deleted on Jul 10, 2013 15:59:35 GMT -8
Today's price movement seems to signal a big change from the last 9 months. 4months ago news like today on the decision and on the upcoming earnings numbers would have tanked the stock. Now? Meh. I think a 3% div. and an obscene p/e has put a floor on the price. I am already wanting to search the couch cushions for spare change any time it gets below 420 Today AAPL heads up the Buying on Weakness list. In the past AAPL would be heading any, and all, selling lists. That the Buying on Weakness list is a measure of block trade activity is important. Seldom, if ever, do retail accounts trade in blocks. This is institutional activity, the kind I look for direction from.
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Post by Deleted on Jul 10, 2013 16:06:18 GMT -8
Today's price movement seems to signal a big change from the last 9 months. 4months ago news like today on the decision and on the upcoming earnings numbers would have tanked the stock. Now? Meh. I think a 3% div. and an obscene p/e has put a floor on the price. I am already wanting to search the couch cushions for spare change any time it gets below 420 Agree. We've had a few similar tests of sentiment since 385, and AAPL has fared well. If we can manage to get above the mid-430s, I suspect we will start running. July guidance.
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Post by Red Shirted Ensign on Jul 10, 2013 16:13:51 GMT -8
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Post by mace on Jul 10, 2013 16:29:34 GMT -8
AH up $2.50 on reasonable volume. What's the news?
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Post by Deleted on Jul 10, 2013 16:38:05 GMT -8
Way off topic (I think), but I read where Microsoft is making a run to upgrade remaining Corporate WinXP users by April 2014. “Microsoft and its partners would need to migrate 586,000 PCs per day over the next 273 days in order to get rid of all PCs running Windows XP" ($8 Billion in incremental quarterly revenue that disappears in the June quarter). tinyurl.com/Get-Rid-of-XPI see 2 opportunities in this. First there's going to be more cloud based solutions, and they will be OS agnostic. Apple computer sales may benefit from this. Secondly, and in my opinion far more importantly, is what happens to Microsoft revenues in the June quarter, after this big push has been mostly completed. MSFT JUly 2014 Puts suddenly look promising.
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Post by Deleted on Jul 10, 2013 17:03:10 GMT -8
The plan is structured to benefit T-Mobile and not so much the customer, but what else is new. But a side affect of the plan, is that it will cause those wanting upgrade tp explore their options, and there are many. I have no way of knowing how this will impact unit sales, but note that this plan is being offered just before we expect an iPhonexx announcement. May be a coincidence, except in the world of business I do not believe things like this happen in a vacuum.
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Post by Deleted on Jul 10, 2013 17:07:23 GMT -8
I'm told that Jimmy Carter's campaign choose green because of its popularity.
If you like green you should check the futures.
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Post by Nevyn on Jul 10, 2013 17:19:44 GMT -8
AH up $2.50 on reasonable volume. What's the news? Uncle Ben says stimulus to stay -> futures green -> aapl up AH?
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Mav
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Post by Mav on Jul 10, 2013 18:09:47 GMT -8
That would seem to be it.
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Post by Red Shirted Ensign on Jul 10, 2013 20:57:02 GMT -8
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Post by Deleted on Jul 10, 2013 21:14:46 GMT -8
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Post by Deleted on Jul 10, 2013 21:17:16 GMT -8
I haven't watch Cramer in over a year. The withdrawals lasted 10 seconds. But it's nice to see Cramer signaling a bottom given he did foretell WS behavior near the $520 mark earlier this year. Is he channeling WS now? I think so.
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Post by Red Shirted Ensign on Jul 10, 2013 21:26:17 GMT -8
I haven't watch Cramer in over a year. The withdrawals lasted 10 seconds. But it's nice to see Cramer signaling a bottom given he did foretell WS behavior near the $520 mark earlier this year. Is he channeling WS now? I think so. What is this deal about he plastic phones having no buttons...or is it just the mock ups?
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Post by Deleted on Jul 10, 2013 21:32:23 GMT -8
Not a completely unreasonable article. Not only is it possible that we have "run out of sellers" but its likely we have also run out of bad news possibilities. Everyone is already expecting the worse for anything Apple related: falling smartphone/iPhone sales, production delays, order cuts, falling margins, falling EPS, falling PC/Mac sales, supposedly growing iPad competition, no new products, can't innovate anymore, now we are even getting predictions for y-o-y revenue decreases. There is very little in the way of bad news left for reporters/analysts to predict for AAPL. Next they'll be telling us Steve Jobs is still dead. Any significant news for Apple is likely to be positive form here on out. I added a little this week, might pick up some more tomorrow.
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Post by Deleted on Jul 10, 2013 22:09:34 GMT -8
I haven't watch Cramer in over a year. The withdrawals lasted 10 seconds. But it's nice to see Cramer signaling a bottom given he did foretell WS behavior near the $520 mark earlier this year. Is he channeling WS now? I think so. What is this deal about he plastic phones having no buttons...or is it just the mock ups? I see buttons.
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Mav
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Post by Mav on Jul 10, 2013 22:35:13 GMT -8
What a way to wake up the board Red - with Cramer?! He's on my don't-watch list.
Hard to call a bottom when there's a little something called earnings still in the way.
Once that's behind us, then we can start getting really excited about CheapPhone. I have a feeling it's gonna shake things up a bit, even without some high-profile carrier add.
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Post by Deleted on Jul 10, 2013 22:41:47 GMT -8
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Post by Deleted on Jul 10, 2013 22:47:26 GMT -8
What a way to wake up the board Red - with Cramer?! He's on my don't-watch list. Hard to call a bottom when there's a little something called earnings still in the way. Once that's behind us, then we can start getting really excited about CheapPhone. I have a feeling it's gonna shake things up a bit, even without some high-profile carrier add. China Mobile? By the end of this year is my WAG. Docomo? Probably 2014 given recent comments by its CEO. We don't need both. June earnings should meet consensus expectations. Guidance will be interesting but as old hands know, Apple doesn't guide on the basis of unannounced products and WS knows this (so don't worry).
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Mav
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Post by Mav on Jul 10, 2013 22:51:57 GMT -8
Yes and no.
I don't expect them to, based on past history.
But they're likely to ship at least 10M new iPhones before the end of fiscal Q4 if they launch in mid-September or sooner. So if that's likely to happen, how does Oppenheimer "leave out" 3B or so in sales and go "whooooops!" at Q4 earnings?
The change in methodology to "likely to report within" can't be dismissed out of hand just yet.
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Post by rickag on Jul 11, 2013 3:43:35 GMT -8
Yes and no. I don't expect them to, based on past history. But they're likely to ship at least 10M new iPhones before the end of fiscal Q4 if they launch in mid-September or sooner. So if that's likely to happen, how does Oppenheimer "leave out" 3B or so in sales and go "whooooops!" at Q4 earnings? The change in methodology to "likely to report within" can't be dismissed out of hand just yet. I believe Apple must include new products in guidance if they are to follow their statements to guide to a range. What may occur is that range may get pretty wide.
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