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Post by Deleted on Jul 11, 2013 9:51:00 GMT -8
AAARGH ! ! !
God, I hate MSFT software. In the middle of extending my fiscal 2014 estimates I started getting circular calculation errors, but Excel wouldn't show me where the culprits were. This was especially confusing because I wasn't entering new formulas, just copy/pasting prior period data.
Error check came back clean WTF???
Then Excel quit and wouldn't let me reboot (said it couldn't find an application to open file with). WTF???
Rebooted iMac. Retried to open Excel. Came up wIth error code and asked if I wanted to report it. YOU'RE DAMN RIGHT I DO.
Decided to reboot Mac again. This time Excel came up. Tried to open file.
EIGHT YEARS OF DATA WAS UNREADABLE GARBAGE. Thankfully I have a backup from Time Capsule (last one from yesterday).
Threw away offending file and opened backup. It opened successfully. Now to bring it up to date - BACKUP - then try to extend fiscal 2014 again.
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Post by gtrplyr on Jul 11, 2013 10:01:52 GMT -8
Not sure I understand why in a "Good faith business deal" one side is allowed to change the contract terms. Watching all of these carriers go out of their way to push Droid phones has always bothered me. It seems like they wish Apple would just go away so they can sell that cheap crap (probably with higher margins for themselves). But the reality is people want iPhones .... I'm still hoping that someday Apple starts their own network. I'm sure they can rent towers and put the other systems in place pretty quickly. I know I'd be there in a heartbeat as I've always hated every carrier I've ever been with. On the "good faith" comment, I am not suggesting that the contract says they can change anything. What I mean that there are two ends of the extreme re Verizon behaviour. 1. Aggressive selling of competing devices - aka Android. 2. Aggressively selling and promoting of iPhones, or at least giving these devices equal treatment to the Android devices. If they were behaving as in point 2, then then their business partner would likely at least entertain the notion of renegotiating the commits. But behaviour 1 does not give them high ground to even ask. agreed !
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Post by Deleted on Jul 11, 2013 10:02:21 GMT -8
Android customers turn over their phones faster because the Android hardware and software does. Too, VZ knows Android customers tax their infrastructure less (feature phones, remember), yet VZ still collects data usage fees. Did I read somewhere that sales staff are incentivized to sell Android handsets?
What VZ gives up is the loyalty of their own customer. Frankly, I like ATT > VZ by a country mile.
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Post by Deleted on Jul 11, 2013 10:11:56 GMT -8
Frankly, I like ATT > VZ by a country mile. Except for a coverage anomaly. The ATT tower sets about a mile and a half back from a bluff over looking my backyard, which causes signal to pass over my house, I much prefer ATT (especially GSM over CDMA).
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Post by rickag on Jul 11, 2013 10:15:50 GMT -8
gregthurman
That's some big fonts. But they caught my attention and I just noticed that if you type out WTF backwards you get FTW (for the win).
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Post by Deleted on Jul 11, 2013 10:16:35 GMT -8
Want to see the most hideous smartphone coming? Microsoft should just buy Canon and stuff a phone in the EOS1X.
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Post by appledoc on Jul 11, 2013 10:27:33 GMT -8
We're getting close to whhheeeee territory.
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Mav
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Post by Mav on Jul 11, 2013 10:30:25 GMT -8
Day traded AMZN thru 300 (small) just because. LOL.
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Mav
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Post by Mav on Jul 11, 2013 10:31:11 GMT -8
Mercel, you're three months and ten days late.
Wait, that's for real? ;D
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Post by mace on Jul 11, 2013 10:31:14 GMT -8
God, I hate MSFT software ... Then Excel quit and wouldn't let me reboot (said it couldn't find an application to open file with). WTF???Rebooted iMac. Retried to open Excel. Came up wIth error code and asked if I wanted to report it. YOU'RE DAMN RIGHT I DO. Decided to reboot Mac again. This time Excel came up. Tried to open file. EIGHT YEARS OF DATA WAS UNREADABLE GARBAGE. Thankfully I have a backup from Time Capsule (last one from yesterday). Threw away offending file and opened backup. It opened successfully. Now to bring it up to date - BACKUP - then try to extend fiscal 2014 again. Time for you to learn how to use iWork which work on any iOS devices and iCloud.
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Mav
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Post by Mav on Jul 11, 2013 10:40:36 GMT -8
Hate missing the bus and chasing a bit, but new swing of 400/450/500 Sep butterflies. A bit cheaper than I was expecting so I picked up a modest amount just to be involved.
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Mav
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Post by Mav on Jul 11, 2013 10:43:06 GMT -8
Stopped out of AMZN with maybe 15% gain on a small bet. Yay.
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Post by Deleted on Jul 11, 2013 10:56:28 GMT -8
Well, no matter what the numbers are, in a good-faith business deal, then Verizon would have the foundation to go back to Apple and try to re-negotiate. Especially if they could say "we are doing our best". But they are not. They are actively promoting Android over iPhones. You can see Cook's frustration in his message to the stores. He wants more people buying phones in Apple stores. In part because customers are not being properly sold on the benefit of iPhones in Verizon stores. So Verizon is setting themselves up for Apple to tell them"tough luck - come back to us when you straighten up your act". That's not really what we should be concerned about though. The concern is what kind of impact this news has on other carriers, especially the two big ones that Apple dearly needs for a boost to growth - China Mobile and Docomo. If purchase commitments are one of the stumbling blocks in negotiations, then Apple's position just got a whole lot weaker. Again, that is if this report reflects the truth, which I'm not certain of. I don't really see how this is bad news for apple in contract negotiations. The carriers (China Mobile & NTT Docomo) still need the iPhone far more than apple needs the carriers. Every day those carriers don't have the iPhone they lose more high value customers to their iPhone carrying competitors. And looking at china mobile, people are using iPhones on that network anyway, adding at the rate of 1 million iPhones a month - even though it doesn't even support the carriers 3G network properly. If we get the new mid tier iPhone in September (which will likely support the china mobile network properly), apple might not even need to sign an agreement with china mobile, it can simply sell unsubsidised units of the new phone to CM subscribers directly (offer a trade in deal and/or partner with a local bank for finance offers).
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Post by The Big Toe on Jul 11, 2013 10:58:39 GMT -8
I was wondering if a phone sold through an Apple store, but subsidized by Verizon counts toward Verizon's sales commitment?
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Post by Deleted on Jul 11, 2013 10:59:41 GMT -8
Nice little run, but a word of caution: The tractor beam is still working. I don't see losing the e-book case as a positive catalyst, but that's just me....
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Post by Deleted on Jul 11, 2013 11:00:02 GMT -8
I was wondering if a phone sold through an Apple store, but subsidized by Verizon counts toward Verizon's sales commitment? I don't believe it does.
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Mav
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Post by Mav on Jul 11, 2013 11:11:11 GMT -8
Well, OI looks like 430 is the unscalable wall this week. But getting stopped at 425 is actually quite fine on a micro basis IMHO.
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Post by tuffett on Jul 11, 2013 11:24:32 GMT -8
That's not really what we should be concerned about though. The concern is what kind of impact this news has on other carriers, especially the two big ones that Apple dearly needs for a boost to growth - China Mobile and Docomo. If purchase commitments are one of the stumbling blocks in negotiations, then Apple's position just got a whole lot weaker. Again, that is if this report reflects the truth, which I'm not certain of. I don't really see how this is bad news for apple in contract negotiations. The carriers (China Mobile & NTT Docomo) still need the iPhone far more than apple needs the carriers. Every day those carriers don't have the iPhone they lose more high value customers to their iPhone carrying competitors. And looking at china mobile, people are using iPhones on that network anyway, adding at the rate of 1 million iPhones a month - even though it doesn't even support the carriers 3G network properly. If we get the new mid tier iPhone in September (which will likely support the china mobile network properly), apple might not even need to sign an agreement with china mobile, it can simply sell unsubsidised units of the new phone to CM subscribers directly (offer a trade in deal and/or partner with a local bank for finance offers). Not everyone who wants an iPhone will switch carriers for it, for a number of reasons (price, convenience, coverage, etc.). While there are people defecting from CM to get the iPhone elsewhere, the flip side is also true - there are people buying Samsungs because the iPhone is not offered. Samsung is doing very well in China - they are serious competition and also have a certain stickiness to them, though not as much as Apple. A lost customer could very well be a lost customer for years, or for life. In a populated, rapidly developing country like China, that is a big deal. Basically, they both need each other but are unwilling to give in in negotiations. This news is a bargaining chip in favour of the carriers.
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Post by rickag on Jul 11, 2013 11:57:45 GMT -8
The evil me tells Verizon go blow goats. The business me says let's make a deal.
Maybe something to the effect, Verizon retrain your sales staff to push incentives for the iPhone and increase you ads for the iPhone from basically nothing to $xx,xxx,xxx.00.
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Mav
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Post by Mav on Jul 11, 2013 12:00:50 GMT -8
Nice day! Now we just have to get past Friday. ;D
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Post by Deleted on Jul 11, 2013 12:14:21 GMT -8
I don't really see how this is bad news for apple in contract negotiations. The carriers (China Mobile & NTT Docomo) still need the iPhone far more than apple needs the carriers. Every day those carriers don't have the iPhone they lose more high value customers to their iPhone carrying competitors. And looking at china mobile, people are using iPhones on that network anyway, adding at the rate of 1 million iPhones a month - even though it doesn't even support the carriers 3G network properly. If we get the new mid tier iPhone in September (which will likely support the china mobile network properly), apple might not even need to sign an agreement with china mobile, it can simply sell unsubsidised units of the new phone to CM subscribers directly (offer a trade in deal and/or partner with a local bank for finance offers). Not everyone who wants an iPhone will switch carriers for it, for a number of reasons (price, convenience, coverage, etc.). While there are people defecting from CM to get the iPhone elsewhere, the flip side is also true - there are people buying Samsungs because the iPhone is not offered. Samsung is doing very well in China - they are serious competition and also have a certain stickiness to them, though not as much as Apple. A lost customer could very well be a lost customer for years, or for life. In a populated, rapidly developing country like China, that is a big deal. Basically, they both need each other but are unwilling to give in in negotiations. This news is a bargaining chip in favour of the carriers. I think you are overestimating the importance of a CM carrier deal. A iPhone fully compatible with china mobiles network is more important than a carrier deal with them. Why? Because the majority of Chinese smartphones are sold unsubsidised. People buy a phone and pop in a SIM card for the carrier of their choice. I'm not saying a carrier deal wouldn't be great for Apple, but I'm saying the possible alternative isn't that bad, especially if apple releases a new phone that falls in the range Chinese consumers are used to paying for mid to high end unsubsidised handsets. I'm hoping apple releases the rumoured mid tier iPhone as a 16GB model for $399 USD worldwide, and for some select markets like the BRIC economies (Brazil, Russia, India, China) it also releases a 8GB model at a cheaper price like $349 or less.
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Mav
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Post by Mav on Jul 11, 2013 12:19:47 GMT -8
C'mon, burgess. 16GB barely cuts it these days. 8GB, nuh uh. Remember, Apple sells its lineup worldwide, the only difference is typically launch schedules (for example, the iPhone 4 will still sell in other parts of the world for some weeks after the Sep/Oct/whenever new iPhone lineup launches in the US and elsewhere). When you aim to sell the best, you don't sell the, er, less-than-best for "select markets". (Education Macs notwithstanding.)
Totally agree that if Apple just makes iPhones more compatible with TD-SCDMA/TD-LTE, that's a lot of the fight right there. Give CM subscribers something more than EDGE, and they should respond positively whether CM carries iPhones officially or not.
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Mav
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Post by Mav on Jul 11, 2013 12:24:47 GMT -8
A lost customer could very well be a lost customer for years, or for life. In a populated, rapidly developing country like China, that is a big deal. Basically, they both need each other but are unwilling to give in in negotiations. This news is a bargaining chip in favour of the carriers. Welcome to competition. All parties involved know this. There's news and then there's facts and statistics. Fact: Apple has two carriers in China who seem perfectly happy to carry iPhone. Neither compares to giant China Mobile in subscriber base. Fact: China Mobile's go-it-alone TD-SCDMA/TD-LTE data protocol has been a pain in the ass for the company for years. Fact: You thought T-Mo LTE was bad, China's LTE coverage is basically nonexistent. thenextweb.com/asia/2013/04/29/china-mobile-reportedly-targeting-august-2013-launch-for-chinas-first-4g-network/Statistics: To get a better sense of how things are _really_ going in China, you need to see subscriber and/or regular ol' rev/profit growth amongst the three carriers. Here's an article on China Mobile from April (growth is blah): online.wsj.com/article/SB10001424127887323551004578438370491902186.htmlAnd China Telecom (growth is better): www.bloomberg.com/news/2013-04-26/china-telecom-profit-gains-first-time-since-iphone-introduction.htmlAnd China Unicom (growth seems great, CEO seems to highlight the lower-cost smartphone opportunity): www.marketwatch.com/story/china-unicom-profit-jumps-89-on-3g-boost-2013-04-25Fact: Verizon was dominated by Android for years. Android doesn't dominate anymore. Statistics: Adding up the three carriers' statistics, there are less than 300M subscribers on 3G. This is a giant opportunity. Statistics: Amusingly, China Mobile only has about 115M of those, despite having the vastly superior subscriber base.
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Post by redinaustin on Jul 11, 2013 12:25:39 GMT -8
Why are we believing the Verizon info from one analyst in one publication without question?
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Post by Lstream on Jul 11, 2013 12:28:18 GMT -8
Why are we believing the Verizon info from one analyst in one publication without question? Good point.
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Mav
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Post by Mav on Jul 11, 2013 12:29:45 GMT -8
I'm certainly not.
I've never seen anything particularly lacking in terms of VeriPhone growth and outright overtaking Android. Verizon's "sales support" of iPhone is another matter, but most iPhone owners know what they want, then they pick the network.
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Post by lovemyipad on Jul 11, 2013 12:34:53 GMT -8
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Mav
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Post by Mav on Jul 11, 2013 12:38:16 GMT -8
iPad called the top!!!!! PANIC!!!!!!!!!!!
oh wait WHAT? I forgot what " WHEEEEEEEEEEEEEEEEEEEEEE!!!!!!!!!!!!!!!!!!!" means ;D
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Mav
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Post by Mav on Jul 11, 2013 12:55:46 GMT -8
Later, Jonny Evans:
Not gonna bother posting the link.
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Post by Deleted on Jul 11, 2013 12:57:16 GMT -8
Why are we believing the Verizon info from one analyst in one publication without question? Other analysts have weighed in today in agreement, and looks like it is supported by Verizons financial statements in regards to purchase commitments for this year. Who knows, maybe the new cheap iPhone will coincide with Verizon launching new budget data plans, and virtually every plan it sells from September going forward will be a smartphone plan - and every feature phone sale it currently has will become a smartphone sale instead. Under that scenario I can see them purchasing tens of millions of cheap iPhones in advance in the September & December quarters to fulfil there commitments to Apple, even if they don't plan on using them all until 2014. Damn that would be good for Q4 & Q1 EPS if true.
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