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Post by Deleted on Jul 16, 2013 0:52:55 GMT -8
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Post by rob_london on Jul 16, 2013 0:57:55 GMT -8
Meanwhile our friends over at Digitimes have the usual rumours about manufacturing delays to the next iPhone iteration. What is more interesting is the reported inclusion of fingerprint recognition chips in the 5s. www.digitimes.com/news/a20130716PD206.html
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Post by Deleted on Jul 16, 2013 1:19:57 GMT -8
Meanwhile our friends over at Digitimes have the usual rumours about manufacturing delays to the next iPhone iteration. What is more interesting is the reported inclusion of fingerprint recognition chips in the 5s. www.digitimes.com/news/a20130716PD206.htmlHard to trust digitimes isn't it? Sounds like pre-earnings FUD to me. Haven't heard much about a fingerprint sensor inclusion lately, but since apple owns the supplier of that component I guess supply chain leaks about it would be hard to get. EDIT: just looking at the authentec website, its a strange experience looking at a 100% apple owned company that has news on its website talking about providing "market leading security solutions for android devices" and listing its biggest customers including Nokia, Motorola, LG & Samsung.
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Post by phoebear611 on Jul 16, 2013 2:40:31 GMT -8
Digitimes is like the boy who cried wolf. Every single time we begin a ramp into new production, they dust off their story on delays and issues in production, exchange the number of the iPhone version, and run it. It gets to be old already - and COMPLETELY unreliable....but always annoying.
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Post by nagrani on Jul 16, 2013 4:51:12 GMT -8
I think fingerprint sensors could mean some sort of payment related service which could be a nice tent pole feature in the iPhone. This coupled with a low cost iPhone that is compatible on CM or DTCO - could be exactly what we need to give aapl a boost.
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Post by Lstream on Jul 16, 2013 5:44:38 GMT -8
I don't think there is one reason to believe anything in that Digitimes story. Including the fingerprint scanning reference. Sketchy publication referencing a sketchy undisclosed source.
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Post by Deleted on Jul 16, 2013 8:07:41 GMT -8
Digitimes is like the boy who cried wolf. Every single time we begin a ramp into new production, they dust off their story on delays and issues in production, exchange the number of the iPhone version, and run it. It gets to be old already - and COMPLETELY unreliable....but always annoying.As are all rumors, its just that we like some more than others (they hit our desire button).
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Post by Deleted on Jul 16, 2013 8:11:21 GMT -8
I think fingerprint sensors could mean some sort of payment related service which could be a nice tent pole feature in the iPhone. This coupled with a low cost iPhone that is compatible on CM or DTCO - could be exactly what we need to give aapl a boost. All Apple/AAPL needs is 20% YoY Revenue/Earnings growth, regardless of the product lineup. December quarter...we'll get growth AND new products.
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Post by Deleted on Jul 16, 2013 8:25:30 GMT -8
As of the Close yesterday the 50 and 100 SMAs were only 3¢ apart. If we don't get a good Close today the 50 could drop below the 100. I don't think such a reversal will mean anything long term.
Earnings one week from today.
The tension mounts (as do the rumors).
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Post by Deleted on Jul 16, 2013 8:43:36 GMT -8
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Post by moltenfire on Jul 16, 2013 8:59:40 GMT -8
When you said "universal" I thought that applied for us Canadians too. Apparently US only.
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Post by Deleted on Jul 16, 2013 9:00:58 GMT -8
If trading volume is an indication, I'm not the only one concerned with how the market is going to react to Apple's earnings report/guidance. Daily average computed weekly has seen the average drop from 14.567 million (week ending 28 June), to 12.189 million (week ending 5 July), to 10.928 million (week ending 12 July), to this week's (so far) 8.xxx million (week ending 19 July).
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Post by Deleted on Jul 16, 2013 9:06:00 GMT -8
When you said "universal" I thought that applied for us Canadians too. Apparently US only. eh?!? : ) Sorry, didn't mean to include Canadians in US shenanigans.
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Post by Lstream on Jul 16, 2013 9:06:08 GMT -8
When you said "universal" I thought that applied for us Canadians too. Apparently US only. If we Canadians were dependent upon our lame-ass colluding carriers on say, electricity, we would all be burning candles for light. Our carriers are absolutely horrible in terms of competitiveness. We are third world on mobile services.
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Post by Deleted on Jul 16, 2013 9:07:49 GMT -8
When you said "universal" I thought that applied for us Canadians too. Apparently US only. If we Canadians were dependent upon our lame-ass colluding carriers on say, electricity, we would all be burning candles for light. Our carriers are absolutely horrible in terms of competitiveness. We are third world on mobile services. Your population density has much to do with that.
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Post by rickag on Jul 16, 2013 9:23:04 GMT -8
If trading volume is an indication, I'm not the only one concerned with how the market is going to react to Apple's earnings report/guidance. Daily average computed weekly has seen the average drop from 14.567 million (week ending 28 June), to 12.189 million (week ending 5 July), to 10.928 million (week ending 12 July), to this week's (so far) 8.xxx million (week ending 19 July). +1 On second thought, looking at the 5 year chart, the last time AAPL volume descended to such levels was Dec. 2011 and we all know how that worked out. One final word...........guidance
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Post by Deleted on Jul 16, 2013 9:25:07 GMT -8
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Post by moltenfire on Jul 16, 2013 9:28:18 GMT -8
We are green in a watch list full of red. Nice. Did you guys see the carnage in TSLA today?
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Post by nathanstevens on Jul 16, 2013 9:32:11 GMT -8
Once everyone has access to a truly global phone there will be much less carrier stickiness. The carriers have to come up with other incentives. My current "world phone" Unlocked GSM 4s bought in the UK is great outside of the US but limits my service provider options here to companies that only provide acceptable coverage in large metro areas (AT&T and tmobile). Not ideal.
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Post by rutgersguy92 on Jul 16, 2013 9:39:25 GMT -8
We are green in a watch list full of red. Nice. Did you guys see the carnage in TSLA today? Add PCLN and GOOG to that list, although PCLN has recovered a bit.
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Post by terps530 on Jul 16, 2013 9:50:16 GMT -8
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Post by appledoc on Jul 16, 2013 9:58:39 GMT -8
Random thought, I would love to see Apple tackle the electronic medical record. The inefficiency kills me. It would also create an opening for Apple to sell tens of millions of desktops to the medical industry.
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Post by Lstream on Jul 16, 2013 10:16:20 GMT -8
Random thought, I would love to see Apple tackle the electronic medical record. The inefficiency kills me. It would also create an opening for Apple to sell tens of millions of desktops to the medical industry. This post puts me in pain. My first startup was in this area. EMR's have been the biggest boondoggle and mess that I have ever seen. I agree that the need is acute. But the rules, regulations, and customers are truly horrific. There has been a need for this technology for decades. It speaks volumes that there is still no widespread adoption. The entire field is a grave yard for cash and tech talent. If you get one hospital chain or group of physicians to adopt, the next customer will disagree by definition. On the grounds that their needs are "unique". Selling to hospitals and healthcare in general is an awful experience. Apple is best to stay way clear. EMR's are particularly bad compared to departmental systems, because an EMR touches EVERYONE.
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Post by Deleted on Jul 16, 2013 10:35:37 GMT -8
This post puts me in pain. My first startup was in this area. EMR's have been the biggest boondoggle and mess that I have ever seen. I agree that the need is acute. But the rules, regulations, and customers are truly horrific. There has been a need for this technology for decades. It speaks volumes that there is still no widespread adoption. The entire field is a grave yard for cash and tech talent. If you get one hospital chain or group of physicians to adopt, the next customer will disagree by definition. On the grounds that their needs are "unique". Selling to hospitals and healthcare in general is an awful experience. Apple is best to stay way clear. EMR's are particularly bad compared to departmental systems, because an EMR touches EVERYONE. I wonder. Apple has the cache to force adoption of industry standards. I'll bet the solution is to come from outside, with the provider's source of revenue, ie., medicare, insurance. Instead of the individual medical providers setting the standards, the revenue providers do. You want to get paid, you will adopt this standard. The revenue providers incentive to establish a standard is clear, efficiency reduces costs, which by extension improves insurer's profits and reduces governmental expense.
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Mav
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Post by Mav on Jul 16, 2013 10:48:31 GMT -8
Such boring action. But not bad, I guess, as long as we ultimately hold the 420s and get a boost of some kind shortly after earnings. Apple needs to remember the "protect users from themselves" aspect. I anticipate a Safari update (it should be hard coded to prevent more than 2 pop-ups from showing up at a time just be default), but in the meantime? I'm actually a bit surprised it took so long for someone to try and exploit the "retain previous session windows" feature. www.macrumors.com/2013/07/16/os-x-users-hit-by-ransomware-websites-posing-as-fbi-notices/
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Post by Mav on Jul 16, 2013 10:50:24 GMT -8
I wonder if GS ever sold derivative contract thingies like for AAPL on TSLA.
Hmm.
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Post by Lstream on Jul 16, 2013 10:59:09 GMT -8
This post puts me in pain. My first startup was in this area. EMR's have been the biggest boondoggle and mess that I have ever seen. I agree that the need is acute. But the rules, regulations, and customers are truly horrific. There has been a need for this technology for decades. It speaks volumes that there is still no widespread adoption. The entire field is a grave yard for cash and tech talent. If you get one hospital chain or group of physicians to adopt, the next customer will disagree by definition. On the grounds that their needs are "unique". Selling to hospitals and healthcare in general is an awful experience. Apple is best to stay way clear. EMR's are particularly bad compared to departmental systems, because an EMR touches EVERYONE. I wonder. Apple has the cache to force adoption of industry standards. I'll bet the solution is to come from outside, with the provider's source of revenue, ie., medicare, insurance. Instead of the individual medical providers setting the standards, the revenue providers do. You want to get paid, you will adopt this standard. The revenue providers incentive to establish a standard is clear, efficiency reduces costs, which by extension improves insurer's profits and reduces governmental expense. Have a look at this article. It provides a glimpse of just how hard this problem is. The author and others have been predicting widespread adoption for decades. Standards-setting has been around for years. In fact, this Simborg guy pioneered the entire field. I met him a few times and he was/is hugely impressive. A physician by training and very computer literate at the same time. The kind of physician challenges he talks about are real. They are incredibly difficult to satisfy. And if you satisfy one group, the very next one will tell you the solution is garbage. Apple would not be the first tech company to waste a ton of cash on this stuff. Pretty much all the major tech and consulting companies have had a go in this field. Including non-lighweights like IBM. The last thing Apple needs to do is to divert its attention into this sink hole. So overall, I don't believe the prediction of this stuff being widespread by 2018. www.informationweek.com/healthcare/electronic-medical-records/health-it-in-2018-crystal-ball-predictio/240152349?pgno=1
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Post by qualitywte on Jul 16, 2013 11:18:26 GMT -8
Random thought, I would love to see Apple tackle the electronic medical record. The inefficiency kills me. It would also create an opening for Apple to sell tens of millions of desktops to the medical industry. +1
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Post by Red Shirted Ensign on Jul 16, 2013 11:27:13 GMT -8
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Post by archibaldtuttle on Jul 16, 2013 11:31:38 GMT -8
"Tech" money moving out of TSLA going into AAPL today?
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