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Post by phoebear611 on Jul 26, 2013 2:30:52 GMT -8
If we close somewhere in the vicinity of where we currently are it will have been a good week. The PIN will decide but it's looking like something between 430 and 440 (and yes, you can drive a truck through that gap but it is what it is). Markets - including NASDAQ - all looking soft this morning at this wee hour and our fruit company is pretty much unchanged in PM.
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Post by artman1033 on Jul 26, 2013 4:27:22 GMT -8
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Post by nkmho on Jul 26, 2013 4:35:30 GMT -8
Going to have fun watching my AMZN strangle sink to zero ;p (yes, I'm on of those unfortunate betters). But I get the feeling that somehow one side of the play will end up partly ITM.
Should be balanced out for the most part by the puts I picked up on ZNGA yesterday. I was pretty sure that they weren't going to pursue that gambling license.
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Post by phoebear611 on Jul 26, 2013 4:52:56 GMT -8
Wait -wasn't there something done by TC to stop the officers and Board from dumping their shares right away? And won't he be paying ST gains on it (assuming he has a gain)? Why the urgency to sell? Did I misunderstand what TC had done?
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Deleted
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Post by Deleted on Jul 26, 2013 5:00:06 GMT -8
Wait -wasn't there something done by TC to stop the officers and Board from dumping their shares right away? And won't he be paying ST gains on it (assuming he has a gain)? Why the urgency to sell? Did I misunderstand what TC had done? Oppie needs to hold shares equal in FMV to 3X his annual salary. This guideline needs to be satisfied within five years, so without looking at what Oppie owns today, he has plenty of time to comply with new share ownership rules.
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Post by artman1033 on Jul 26, 2013 5:14:12 GMT -8
Wait -wasn't there something done by TC to stop the officers and Board from dumping their shares right away? And won't he be paying ST gains on it (assuming he has a gain)? Why the urgency to sell? Did I misunderstand what TC had done? Oppie needs to hold shares equal in FMV to 3X his annual salary. This guideline needs to be satisfied within five years, so without looking at what Oppie owns today, he has plenty of time to comply with new share ownership rules. It is ultimately a very silly rule. Oppie still holds 4,834 sharesHe did dispose of 75,000 within a month of receiving them. HERE is the"rule".
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stub
Member
The fix is in. Be patient. Don't panic.
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Post by stub on Jul 26, 2013 5:25:39 GMT -8
Well, it's Friday.
Does anybody have a WAG as to what the intraday low is going to be?
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Post by artman1033 on Jul 26, 2013 5:54:53 GMT -8
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Post by rob_london on Jul 26, 2013 6:37:31 GMT -8
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Post by Deleted on Jul 26, 2013 6:40:19 GMT -8
It won't be a company if it continues to spend down its cash and lose money from operations. Like you said, Sears...
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Post by Deleted on Jul 26, 2013 6:46:09 GMT -8
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Post by jdubuc on Jul 26, 2013 6:58:47 GMT -8
Agreed, Apple generaly tends to get materials "right". Even their polycarbonate products feel great & premium. iPhone 3G & 3GS felt great in the hand. Also, as has been said before, it makes this a great phone for kids and more price-sensitive markets thanks to enhanced durability vs. iPhone 4 & 4S.
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Post by Lstream on Jul 26, 2013 7:02:53 GMT -8
I am going to believe this is real when I see it. I have a real hard time believing that any Apple supplier would be so careless to let all of these slip into the wild. That is the surest way to be booted as an Apple supplier. I think it is just as likely that all of this is just an elaborate hoax.
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Post by jmolloy on Jul 26, 2013 7:13:27 GMT -8
I have a real hard time believing that any Apple supplier would be so careless to let all of these slip into the wild. That is the surest way to be booted as an Apple supplier. Heaven forbid, Apple are setting the bar low for chucking suppliers, it looks like Samsung, yes, Samsung have the next generation A chip tied up.
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Deleted
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Post by Deleted on Jul 26, 2013 7:35:19 GMT -8
I am going to believe this is real when I see it. I have a real hard time believing that any Apple supplier would be so careless to let all of these slip into the wild. That is the surest way to be booted as an Apple supplier. I think it is just as likely that all of this is just an elaborate hoax. They don't have to be careless. There's real money on the table to those finding a way to pull back the curtain on unannounced Apple products. And to my memory, there's always been fire with this much smoke. Believe this one.
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Post by Red Shirted Ensign on Jul 26, 2013 7:38:04 GMT -8
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Post by Lstream on Jul 26, 2013 7:45:21 GMT -8
I have a real hard time believing that any Apple supplier would be so careless to let all of these slip into the wild. That is the surest way to be booted as an Apple supplier. Heaven forbid, Apple are setting the bar low for chucking suppliers, it looks like Samsung, yes, Samsung have the next generation A chip tied up. I am not really sure what you are saying here and what the point of the Samsung reference is, but if you mean that Apple would not terminate a supplier for leaking product information in advance, then I think you are wrong. These suppliers will all be under NDA, and that NDA will almost certainly have a termination clause if the confidentiality is violated. Maybe this one is true, maybe it isn't.
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Post by artman1033 on Jul 26, 2013 7:46:01 GMT -8
IMHO: my WAG:
This plastic iPhone is not going to be a new product in the future.
I look at the current iPod touch.
It has an "expensive" aluminum cover.
Why not start with the iPod touch?
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Post by mace on Jul 26, 2013 7:54:43 GMT -8
Oppie needs to hold shares equal in FMV to 3X his annual salary. This guideline needs to be satisfied within five years, so without looking at what Oppie owns today, he has plenty of time to comply with new share ownership rules. It is ultimately a very silly rule. Oppie still holds 4,834 sharesHe did dispose of 75,000 within a month of receiving them. HERE is the"rule". The rules are easily satisfied at the end of the fifth year. Only a couple of thousand of shares.
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Post by Lstream on Jul 26, 2013 7:57:05 GMT -8
IMHO: my WAG: This plastic iPhone is not going to be a new product in the future. I look at the current iPod touch. It has an "expensive" aluminum cover. Why not start with the iPod touch? Start what with the iPod touch?
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Post by gtrplyr on Jul 26, 2013 7:59:11 GMT -8
I am going to believe this is real when I see it. I have a real hard time believing that any Apple supplier would be so careless to let all of these slip into the wild. That is the surest way to be booted as an Apple supplier. I think it is just as likely that all of this is just an elaborate hoax. They don't have to be careless. There's real money on the table to those finding a way to pull back the curtain on unannounced Apple products. And to my memory, there's always been fire with this much smoke. Believe this one. Agreed ! I'm always amazed at how LITTLE actually comes out about the products. Often times after hundreds of thousands of units have been manufactured using multiple suppliers. This looks very real. Anyone else think this may be leaked on purpose ? In this case, the phone is a somewhat new product category and leaking might prevent some future sales for those thinking about going with the cheaper Android alternative. Makes you wonder
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Post by Deleted on Jul 26, 2013 8:17:44 GMT -8
IMHO: my WAG: This plastic iPhone is not going to be a new product in the future. I look at the current iPod touch. It has an "expensive" aluminum cover. Why not start with the iPod touch? Start what with the iPod touch? I presume Artman means changing the iPod touch to plastic to reduce build costs - could happen this fall I guess - hopefully will enable them to put a camera back in the entry level model. I think it's more important that Apple get the cheap iPhone out first though, the volumes will be 5-10 times higher than the iPod touch.
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Deleted
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Post by Deleted on Jul 26, 2013 8:33:51 GMT -8
Every leak or fake leak I have seen so far of the new cheaper iPhone has looked really attractive to me.
Personally I am considering replacing my aging iPhone 4 with one if specs are as expected (A5, 4" screen, lightning etc) instead of getting an iPhone 5S. The only thing that would change my mind at this stage would be a killer feature on the 5S worth me paying an extra $300 USD for, or a bigger than 4" screen (likely not happening this year). I usually pay full retail for my handsets, as subsidies are tiny here in NZ with the premium 16GB iPhone RRP is about $800 USD.
Interestingly I imagine the new cheap iPhone would keep quite a high resale price, so people in prepay dominant markets may be more likely to upgrade them faster than they currently do for iPhones. For instance a 30-36 month replacement cycle might reduce to 24 months.
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Post by macwire on Jul 26, 2013 8:40:36 GMT -8
From the June bottom we still haven't retraced 38.2 percent of our gains to our most recent highs on spy
Crazy bull market.
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JDSoCal
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Aspiring oligarch
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Post by JDSoCal on Jul 26, 2013 8:44:51 GMT -8
They don't have to be careless. There's real money on the table to those finding a way to pull back the curtain on unannounced Apple products. True that. A single worker puts one in his pants and walks out, bam. If workers can smuggle cigars out of state-owned factories in a police state like Cuba (they can), they can sneak out iPhone parts from a Taiwan factory. And the fact that it is a part, rather than an entire phone, lends credence to this, IMO. Plus, my law enforcement source says so.
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Post by Red Shirted Ensign on Jul 26, 2013 8:46:35 GMT -8
Every leak or fake leak I have seen so far of the new cheaper iPhone has looked really attractive to me. Personally I am considering replacing my aging iPhone 4 with one if specs are as expected (A5, 4" screen, lightning etc) instead of getting an iPhone 5S. The only thing that would change my mind at this stage would be a killer feature on the 5S worth me paying an extra $300 USD for, or a bigger than 4" screen (likely not happening this year). I usually pay full retail for my handsets, as subsidies are tiny here in NZ with the premium 16GB iPhone RRP is about $800 USD. Interestingly I imagine the new cheap iPhone would keep quite a high resale price, so people in prepay dominant markets may be more likely to upgrade them faster than they currently do for iPhones. For instance a 30-36 month replacement cycle might reduce to 24 months. I completely agree. In the US and some countries where subsidies allow a 24 month upgrade cycle at reasonable cost ( and remember that selling your old phone in the secondary market makes net cost much, much less) the 5s will do great. If with fingerprint sensor...ultra great. In other markets its about getting the ecosystem locked in. The upgrades will come. I've got two 4s's that will be "evolved" into new handsets....but what exactly? Don't know yet. The carriers in the US are making it easier to upgrade ( evolve) handset style more often with different payment deferral plans. This all plays into the huge sales push coming in September....
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Post by Red Shirted Ensign on Jul 26, 2013 8:49:15 GMT -8
They don't have to be careless. There's real money on the table to those finding a way to pull back the curtain on unannounced Apple products. True that. A single worker puts one in his pants and walks out, bam. If workers can smuggle cigars out of state-owned factories in a police state like Cuba (they can), they can sneak out iPhone parts from a Taiwan factory. And the fact that it is a part, rather than an entire phone, lends credence to this, IMO. Plus, my law enforcement source says so. The teenage girl part of my psyche wants that colorful phone. I might need several to go with my special style......red is good...
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Post by Lstream on Jul 26, 2013 8:49:37 GMT -8
They don't have to be careless. There's real money on the table to those finding a way to pull back the curtain on unannounced Apple products. True that. A single worker puts one in his pants and walks out, bam. If workers can smuggle cigars out of state-owned factories in a police state like Cuba (they can), they can sneak out iPhone parts from a Taiwan factory. And the fact that it is a part, rather than an entire phone, lends credence to this, IMO. Plus, my law enforcement source says so. Taiwanese workers in the Apple supply chain are not allowed to have pants. Its the next impending scandal. Keep your eyes on the NY Times for when this one breaks. My personal Asian supply chain informers and sources confirm that one.
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Post by appledoc on Jul 26, 2013 8:51:24 GMT -8
Good day so far.
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Deleted
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Post by Deleted on Jul 26, 2013 9:02:08 GMT -8
They don't have to be careless. There's real money on the table to those finding a way to pull back the curtain on unannounced Apple products. And to my memory, there's always been fire with this much smoke. Believe this one. Agreed ! I'm always amazed at how LITTLE actually comes out about the products. Often times after hundreds of thousands of units have been manufactured using multiple suppliers. This looks very real. Anyone else think this may be leaked on purpose ? In this case, the phone is a somewhat new product category and leaking might prevent some future sales for those thinking about going with the cheaper Android alternative. Makes you wonder I'm not sure this would be a planned leak - but on the topic of cheaper android alternatives it looks like the Moto X phone will likely be marketed at the same demographic as a cheaper new iPhone will be (cheaper, durable mid range phone in multiple color choices). But the Moto X phone is likely worse news for Samsung than anyone else.
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