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Post by Red Shirted Ensign on Jul 19, 2013 10:59:00 GMT -8
MSFT getting pummeled today. Off over 10%. If there's "good news" for AAPL I doubt any optimism is baked into the share price. this last hour needs some oooomph..but I don't think it will be there. I thought with the O/E charactoristics we would see 430+ by end of day.
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Post by moltenfire on Jul 19, 2013 11:11:20 GMT -8
At this rate we may even get a $424.99 close. Which is worse than last Friday. A wasted week.
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Mav
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Post by Mav on Jul 19, 2013 11:16:35 GMT -8
Disappointing in the short-term, sure, but I don't think anyone can really say surprising.
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Post by tuffett on Jul 19, 2013 11:16:39 GMT -8
Been reading reviews of the consumer beta of iWorks. Surprisingly good. If Numbers can supplant my need for Excel I'm switching. This has the earmarks of a two pronged attack against Microsoft AND Google. Anyone know if there is going to be an offline mode? I have to work on planes, so no offline would be a show stopper. Wifi on planes will soon be ubiquitous. For a fee, of course
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Post by Lstream on Jul 19, 2013 11:21:26 GMT -8
Anyone know if there is going to be an offline mode? I have to work on planes, so no offline would be a show stopper. Wifi on planes will soon be ubiquitous. For a fee, of course I fly a lot. This is no where true right now. And when you do get it, it can be dog slow. For now, any productivity solution that forces you to be on-line 100% of the time is a big negative for me. Maybe I am in the tiny minority and it doesn't really matter in the overall scheme of things.
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Post by moltenfire on Jul 19, 2013 11:24:42 GMT -8
It's just a non-stop landslide from 2:13p onwards. Max pain tractor beam? Or other conspiracy theory? Or does someone know something about earnings that we don't know? Oooh, the possibilities!
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Mav
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Post by Mav on Jul 19, 2013 11:26:03 GMT -8
In many cases, in-flight Wi-Fi is not only slow, but also encryption-free. Blech.
There's also that overseas thing, which affects tons of international travelers.
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Post by moltenfire on Jul 19, 2013 11:26:29 GMT -8
I think "offline mode" is the iOS app itself.
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Mav
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Post by Mav on Jul 19, 2013 11:27:21 GMT -8
That's being dramatic. AAPL was below 426 as early as 11AM EST.
Kinda wish I'd day-traded some 425 puts. Sadly, intraday trading just isn't something I'm much good at.
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Post by Deleted on Jul 19, 2013 11:30:08 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). Well, just minutes from the Close AAPL's intraday trading range has increased to $9.46, exceeding the average by about $1.20.
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Post by sponge on Jul 19, 2013 11:30:18 GMT -8
I am now waiting for us to finish lower then goog in %. WS is reminding us that they are in charge and earnings don't matter at this point.
OE is killing us today and the computers are making a killing by taking advantage of it.
Lets get to Wednesday pronto.
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Post by tuffett on Jul 19, 2013 11:31:30 GMT -8
2) there is an iPod for every price range. Does Apple make a lot of money from the shuffle or that iPod that looked like a pack of Wrigley Juicy Fruit gum? (Keep in mind I said there would be no iPad mini.....) Those iPod's have clear differences and differentiation. The customer does not get a crap experience with any of them. The struggle with a Phone is what do you give up on the Cheap phone? They will have to run iOS7. How do you dumb it down to a reasonable degree so that it is clearly separated from the flagship? Everything I have heard like plastic cases and less capable cameras sounds like a tweak. Apple is never going to cripple any of its phone so that the experience is damaged. So what has to bend or break? Seems like margins to me. Fingerprint scanner would be the obvious point of differentiation to start with. It would also allow the technology to roll out a bit more slowly and controlled, because there will certainly be bumps along the way. Once the technology is established, it could spur people with the "cheaper" iPhones to upgrade to the flagship model. Or by then, there will be something else to make exclusive. I think this is far more compelling than Siri, especially back then when when it was barely usable to many. Another thing could be to leave out the LTE chip. This would be more controversial but would help direct sales to where Apple wants them - other parts of the world where LTE is not yet established.
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Post by Deleted on Jul 19, 2013 11:33:45 GMT -8
It's just a non-stop landslide from 2:13p onwards. Max pain tractor beam? Or other conspiracy theory? Or does someone know something about earnings that we don't know? Oooh, the possibilities! There's no such thing as Max Pain. Just people believing how goes Microsoft, so goes Apple. Look at the volume. Just over 8,000,000 on a very down day. This is not panic selling, its stupid selling, with no buyers until Apple provides Guidance for this quarter.
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Post by Mav on Jul 19, 2013 11:36:08 GMT -8
Btw Lstream, it would be a fascinating "strategy" if Apple went with a two-tier-ish iPhone lineup while fully expecting the lower-end iPhone to be the hottest seller, wouldn't it. Not sure if Apple "wanted" that for iPhone 5, necessarily, though it may be happening that way now.
iPhone 5S or whatever would still be engineered will every intent to better Android's best, but the more successful the lower-end iPhone is, the more the flagship (i.e. most profitable) Android handsets could be affected. And if Samsung actually does start having trouble keeping market traction, this could be a fairly big deal. After all, after Samsung there isn't any Android OEM anywhere near as integrated or sophisticated (making their own Cortex-A15/A7 combo SoCs, for example).
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Post by Mav on Jul 19, 2013 11:40:18 GMT -8
424.95-424.99? We'll see.
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Post by Deleted on Jul 19, 2013 11:41:02 GMT -8
Fingerprint scanner would be the obvious point of differentiation to start with. It would also allow the technology to roll out a bit more slowly and controlled, because there will certainly be bumps along the way. Once the technology is established, it could spur people with the "cheaper" iPhones to upgrade to the flagship model. Or by then, there will be something else to make exclusive. I think this is far more compelling than Siri, especially back then when when it was barely usable to many. Another thing could be to leave out the LTE chip. This would be more controversial but would help direct sales to where Apple wants them - other parts of the world where LTE is not yet established. I can see the logic in both ideas, but doing either makes Apple a HARDWARE vendor, not a value added SOFTWARE vendor (see previous posts). On several occasions TC has described Apple as a SOFTWARE company. Downgrading hardware, that may impact software performance/experience, just to sell more hardware is NOT Apple's strategy. That's the way of Android copycats.
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Post by mace on Jul 19, 2013 11:44:13 GMT -8
To reverse the sentiments, Apple has to demonstrate that it knows how to grow its business. GOOG, AMZN and Yahoo! demonstrated that. iWatch, iPhone Lite, payment processing, iTV, etc are just rumors, no product announcement from 1 infinite loop. Expansion to emerging economies are stalling e.g. China Mobile, DTT Docomo, India and Russia. No acquisition that has an exciting growth potential.
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Post by Mav on Jul 19, 2013 11:46:14 GMT -8
Apple has to demonstrate to WS's bizarre hyper-scrutiny level of satisfaction that it will grow revenues and earnings into the future, you mean to say.
Which involves new products plus blockbuster deals (never mind DoCoMo, China Mobile is the only carrier "that matters").
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Mav
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Post by Mav on Jul 19, 2013 11:47:51 GMT -8
Well, I'll take 425+ over 424.9, for whatever that's worth.
Who knows how AAPL will trade Monday/Tuesday.
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Post by Deleted on Jul 19, 2013 11:50:25 GMT -8
To reverse the sentiments, Apple has to demonstrate that it knows how to grow its business. GOOG, AMZN and Yahoo! demonstrated that. iWatch, iPhone Lite, payment processing, iTV, etc are just rumors, no product announcement from 1 infinite loop. Expansion to emerging economies are stalling e.g. China Mobile, DTT Docomo, India and Russia. No acquisition that has an exciting growth potential. Yep, absolutely no catalysts for growth, from our limited view, vision and knowledge level (that might explain why rumors are so popular). I agree wholeheartedly.
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Post by tuffett on Jul 19, 2013 11:51:08 GMT -8
Fingerprint scanner would be the obvious point of differentiation to start with. It would also allow the technology to roll out a bit more slowly and controlled, because there will certainly be bumps along the way. Once the technology is established, it could spur people with the "cheaper" iPhones to upgrade to the flagship model. Or by then, there will be something else to make exclusive. I think this is far more compelling than Siri, especially back then when when it was barely usable to many. Another thing could be to leave out the LTE chip. This would be more controversial but would help direct sales to where Apple wants them - other parts of the world where LTE is not yet established. I can see the logic in both ideas, but doing either makes Apple a HARDWARE vendor, not a value added SOFTWARE vendor (see previous posts). On several occasions TC has described Apple as a SOFTWARE company. Downgrading hardware, that may impact software performance/experience, just to sell more hardware is NOT Apple's strategy. That's the way of Android copycats. Apple still makes world class hardware which sells at high margins. Package iOS/OSX inside a piece of crap like a Dell box or Galaxy S4 case and would they have the same success? Was the embarrassing delay on the iMac due to software problems or hardware problems? I think hardware and software are equally important to both Apple and the consumer. I appreciate iOS but I also appreciate the design, durability and best-in-class display of my iPhone You and I may be different, but a lot of people initially opt for Apple because of hardware and design.
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Post by tuffett on Jul 19, 2013 11:52:47 GMT -8
Btw Lstream, it would be a fascinating "strategy" if Apple went with a two-tier-ish iPhone lineup while fully expecting the lower-end iPhone to be the hottest seller, wouldn't it. Not sure if Apple "wanted" that for iPhone 5, necessarily, though it may be happening that way now. iPhone 5S or whatever would still be engineered will every intent to better Android's best, but the more successful the lower-end iPhone is, the more the flagship (i.e. most profitable) Android handsets could be affected. And if Samsung actually does start having trouble keeping market traction, this could be a fairly big deal. After all, after Samsung there isn't any Android OEM anywhere near as integrated or sophisticated (making their own Cortex-A15/A7 combo SoCs, for example). This is a good point. I see the cheaper iPhone selling extremely well as an Android alternative more than a flagship iPhone alternative. The negative impact on Samsung is too good to pass up.
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Post by Deleted on Jul 19, 2013 11:53:02 GMT -8
Apple has to demonstrate to WS's bizarre hyper-scrutiny level of satisfaction that it will grow revenues and earnings into the future, you mean to say. Which involves new products plus blockbuster deals (never mind DoCoMo, China Mobile is the only carrier "that matters").[/b] No, it means selling more of whatever it is that Apple is offering. How they do it is irrelevant.
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Post by sponge on Jul 19, 2013 11:55:45 GMT -8
We are down more then goog on a %.
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Post by nagrani on Jul 19, 2013 11:56:49 GMT -8
Does anyone know how to activate the ignore function on the pro-board iPhone app? Please help me.
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Mav
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Post by Mav on Jul 19, 2013 12:00:37 GMT -8
424.95 or 425.00. Close enough. ;D
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Post by rickag on Jul 19, 2013 12:03:04 GMT -8
Does anyone know how to activate the ignore function on the pro-board iPhone app? Please help me. I don't think there is an ignore setting for AAPL. Every time I go to this board, there it is on the front page. Unless, you mean something else.
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Post by archibaldtuttle on Jul 19, 2013 12:03:19 GMT -8
So GOOG misses and AAPL goes down more than GOOG. Nutso.
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Post by nagrani on Jul 19, 2013 12:08:30 GMT -8
How do I put guys like sponge on ignore ?
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Post by Lstream on Jul 19, 2013 12:14:28 GMT -8
I can see the logic in both ideas, but doing either makes Apple a HARDWARE vendor, not a value added SOFTWARE vendor (see previous posts). On several occasions TC has described Apple as a SOFTWARE company. Downgrading hardware, that may impact software performance/experience, just to sell more hardware is NOT Apple's strategy. That's the way of Android copycats. Apple still makes world class hardware which sells at high margins. Package iOS/OSX inside a piece of crap like a Dell box or Galaxy S4 case and would they have the same success? Was the embarrassing delay on the iMac due to software problems or hardware problems? I think hardware and software are equally important to both Apple and the consumer. I appreciate iOS but I also appreciate the design, durability and best-in-class display of my iPhone You and I may be different, but a lot of people initially opt for Apple because of hardware and design. I would want to look at some numbers, but in my gut, I am not fond of the idea of leaving out something as important as fingerprint scanning (and hence Mobile Payments) from any Apple phone. Doing so lessens the chance of Apple reclaiming the margin they give up through ecosystem revenue. Payment processing likely comes with Apple taking a piece of every transaction, not to mention the stickiness it drives. The faster Apple drives up iTunes accounts, the harder it is for them to be hurt by pure hardware players like Samsung. So leaving something out that drives stickiness and ecosystem revenue seems like a short-sighted idea to me.
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