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Post by Deleted on Jul 18, 2013 23:36:19 GMT -8
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Post by phoebear611 on Jul 19, 2013 2:20:38 GMT -8
Let's hope for a positive day. MSFT and GOOG dragging techs down in general and somehow AAPL slides a bit in PM in sympathy...I guess. I'm thinking that people who have owned GOOG have to be taking profits here .... there is still the ghost of AAPL PAST that haunts those who saw it collapse from 705 to 400. I wonder if GOOG holders are thinking that they don't want to get caught in a similar situation OR maybe they are in denial saying, "Oh no worries, GOOG is different." The failure of successful products like Surface and missed earnings is a joke compared with the profitability that AAPL is able to extract (unlike GOOG who gives Android away for free-- and then are struggling because people are moving to mobility -- idiots.) I guess we wait to see what happens next week but if TC says something stupid like, "Don't bet against us" instead of giving people a substantive reason to want to stay and invest in their stock - someone should walk him off the plank. The time to really step up is when your competitors (or perceived competitors) are leaking blood into the water. Now is the time to move and attack through guidance, innovation, announcement of deals,....pick any or pick all!
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Post by appledoc on Jul 19, 2013 3:23:14 GMT -8
Still leaning toward a major technical breakout coming up very soon. Would like to see us close above the 50 and 100 day today.
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Post by Deleted on Jul 19, 2013 5:10:43 GMT -8
Digitimes needs to get banned as a source. There is not a big enough sewer pipe the carry the amount of crap coming from them. I'd be willing to pay for an app that works like Ad block every time it comes across "Digitimes" quoted as a source.
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Post by Red Shirted Ensign on Jul 19, 2013 5:27:31 GMT -8
Let's see all those GOOG and MSFT proceeds move into a company with a 10 P/E, new products and new product categories coming out, lots of cash on the books and a solid 2.9% dividend......
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Post by moltenfire on Jul 19, 2013 5:50:13 GMT -8
Apparently we're dropping "in sympathy"
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Post by sponge on Jul 19, 2013 5:55:48 GMT -8
Apparently we're dropping "in sympathy" Seeing that leads me to conclude that we may need to wait until Oct and Jan to see serious money flow start to flow from goog to aapl. WS is still in love with goog, but they are dumping msft big time. It took 5 months to go from 700 to 425, it will take much longer to win the institutions back. Gregg's 485 by Oct earnings sounds reasonable at this point.
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Post by moltenfire on Jul 19, 2013 5:59:47 GMT -8
Anyone thinking we'll close at 429.99 due to monthly opex pain?
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Post by Deleted on Jul 19, 2013 6:00:20 GMT -8
And AMZN is green. GOOG should be down 10% like MSFT. AMZN's turn might come next Thursday when it reports.
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Post by prazan on Jul 19, 2013 6:02:39 GMT -8
In retrospect, the MFST miss could have been foreseen when they announced the massive restructuring. Unfortunately, the miss combined with the restructuring paints a troubled portrait. The stock is down over 9% in the first half hour and I don't see many buyers bargain hunting.
Remember that GOOG recently launched a charm offensive toward AAPL. Perhaps we're seeing in their quarterly results the reason why. Ad clicks are moving to mobil, and they really pissed in Apple's pool there. Now it seems they need Apple's pool to thrive, at least in the USA, and we all know how well they're doing in China. But also note that GOOG didn't show a YOY decline in revenues or EPS; revs were up 20% and EPS 13%. In other words, they missed analysts' elevated expectations, so some folks are buying the dip. Unless I'm mistaken (which is always possible) they don't give guidance figures, so some might see this as an analyst miss as much as a company miss. Sound familiar?
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Post by Deleted on Jul 19, 2013 6:02:59 GMT -8
Anyone thinking we'll close at 429.99 due to monthly opex pain? The puts and calls are close enough that I think there's a chance to close above $430, with many front-running Tuesday earnings.
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Post by Deleted on Jul 19, 2013 6:05:06 GMT -8
Let's see all those GOOG and MSFT proceeds move into a company with a 10 P/E, new products and new product categories coming out, lots of cash on the books and a solid 2.9% dividend...... You will, but you're not going to see it until Apple Guides for the Sept quarter. Investors want to believe that their next investment is better than the one they just Closed. "I'm not jumping into the fire, I like it just fine in the frying pan".
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Post by sponge on Jul 19, 2013 6:12:40 GMT -8
In retrospect, the MFST miss could have been foreseen when they announced the massive restructuring. Unfortunately, the miss combined with the restructuring paints a troubled portrait. The stock is down over 9% in the first half hour and I don't see many buyers bargain hunting. Remember that GOOG recently launched a charm offensive toward AAPL. Perhaps we're seeing in their quarterly results the reason why. Ad clicks are moving to mobil, and they really pissed in Apple's pool there. Now it seems they need Apple's pool to thrive, at least in the USA, and we all know how well they're doing in China. But also note that GOOG didn't show a YOY decline in revenues or EPS; revs were up 20% and EPS 13%. In other words, they missed analysts' elevated expectations, so some folks are buying the dip. Unless I'm mistaken (which is always possible) they don't give guidance figures, so some might see this as an analyst miss as much as a company miss. Sound familiar? Agreed and yet WS is giving them a p/e of 26 on 13% eps growth. They are patient with their long term prospects. I can see $1000 a share by early next year. With over 86.6% institutional ownership, there is too much at stake to kick this stock down, much more to gain by moving it up regardless of results.
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Post by Deleted on Jul 19, 2013 6:15:55 GMT -8
Options OI Sentiment has reversed to a Bearish bias. This close to earnings it could be a reflection of investor sentiment to what Apple is going to report, or it could be a sympathy reaction to Microsoft's earnings.
I can't wait for Apple's Guidance, but have no choice but to do so.
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Post by Deleted on Jul 19, 2013 6:18:00 GMT -8
Let's see all those GOOG and MSFT proceeds move into a company with a 10 P/E, new products and new product categories coming out, lots of cash on the books and a solid 2.9% dividend...... We're channeling each other, but WS plays its own game and that's what worries me.
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Post by sponge on Jul 19, 2013 6:32:58 GMT -8
You can tell it is OE with 3.4 million shares in the first hour.
I thought for sure we would close well above 431 today, but goog took us down once again.
The more goog recovers the more we drop.
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Post by Deleted on Jul 19, 2013 6:35:06 GMT -8
AAPL has hit the average intraday trading range of ~$8.00. Theoretically the intraday bottom is in. From here AAPL can only go up (theoretically).
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Post by Deleted on Jul 19, 2013 6:38:39 GMT -8
You can tell it is OE with 3.4 million shares in the first hour. I thought for sure we would close well above 431 today, but goog took us down once again. The more goog recovers the more we drop. Today's action is purely sympathetic to Microsoft's report. Had Microsoft beat estimates AAPL would be challenging $440.
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Post by sponge on Jul 19, 2013 6:41:48 GMT -8
You can tell it is OE with 3.4 million shares in the first hour. I thought for sure we would close well above 431 today, but goog took us down once again. The more goog recovers the more we drop. Today's action is purely sympathetic to Microsoft's report. Had Microsoft beat estimates AAPL would be challenging $440. Good point. It makes sense given aapl's exposure to desktop and msft poor surface numbers.
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Post by rickag on Jul 19, 2013 6:46:07 GMT -8
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Post by Deleted on Jul 19, 2013 6:49:36 GMT -8
Today's action is purely sympathetic to Microsoft's report. Had Microsoft beat estimates AAPL would be challenging $440. Good point. It makes sense given aapl's exposure to desktop and msft poor surface numbers. Not saying its logical. As we've all seen, the market can be anything but logical.
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Post by artman1033 on Jul 19, 2013 7:08:48 GMT -8
FWIW: AAPL down AMZN UP to $304+ GOOG recovering, now down 18 to $892.00, was as low as $875 + brilliant observation from a British telecom fellow:
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Post by sponge on Jul 19, 2013 7:16:12 GMT -8
the roller coaster is in full swing. I get the impression Monday and Tuesday we will have some wild rides once again.
If we get back to 434, we could see a similar reaction like we saw in April. A big 2.5% bounce on Wed and then slow move upwards for the next 3 weeks. At this point this is what I am expecting.
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Post by po1nt on Jul 19, 2013 7:19:19 GMT -8
FWIW: AAPL down AMZN UP to $304+ GOOG recovering, now down 18 to $892.00, was as low as $875 + brilliant observation from a British telecom fellow: Sold my GOOG puts under 880 this morning and bought a much smaller amount of weekly calls. There is still a strong appetite for this stock. unreal. Reminds me of how AAPL used to be My AAPL April 14 Calls have gone NOWHERE during the rally in the last few weeks. Edit Sold at 900. Managed to get the 20 point run. Enough of that. Back to AAPL.
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Post by nathanstevens on Jul 19, 2013 7:31:15 GMT -8
Pain range actually rose yesterday to 425-430 from 420-425. Wouldn't be surprised to see the price linger between 425-430 until moving higher in the final hour.
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Post by sponge on Jul 19, 2013 7:44:02 GMT -8
What would be tragic is if we close down over 5 bucks and goog ends up positive.
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Post by po1nt on Jul 19, 2013 7:47:17 GMT -8
AAPL technicals starting to looks FUGLY again. Bearish engulfing, and lost all key moving averages.
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Post by applemuncher on Jul 19, 2013 8:01:22 GMT -8
Options OI Sentiment has reversed to a Bearish bias. This close to earnings it could be a reflection of investor sentiment to what Apple is going to report, or it could be a sympathy reaction to Microsoft's earnings. I can't wait for Apple's Guidance, but have no choice but to do so. Stale products + people waiting for new products = low Q4 guidance.
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Post by rickag on Jul 19, 2013 8:07:59 GMT -8
Options OI Sentiment has reversed to a Bearish bias. This close to earnings it could be a reflection of investor sentiment to what Apple is going to report, or it could be a sympathy reaction to Microsoft's earnings. I can't wait for Apple's Guidance, but have no choice but to do so. Stale products + people waiting for new products = low Q4 guidance. Could be, I am sitting on the sidelines, I think, until earnings. I do hope like hell you are wrong though.
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Post by rickag on Jul 19, 2013 8:13:36 GMT -8
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