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Post by appledoc on Jul 30, 2013 7:59:20 GMT -8
This is a textbook wave 3 in EW world. Watch out shorts. Yeah. What are you measuring w3 into? 500ish? 519 first target. That's a 1.618 extension of wave 1 (385 to 465). Ideally we go much higher. Key levels to watch: 465-->484-->514-->594
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Post by Lstream on Jul 30, 2013 8:13:45 GMT -8
Would you license Chrome to others or keep it for in-house devices? 3) I would license a "closed" version of Chrome to other cell phone makers for $25. per phone. Google is in a tough spot if they really intend to dump Android. Unleashing Chrome this way leads to a head-to-head fight with Android. Which likely gets forked by the likes of Samsung. Which in turn likely leads to Google services being under threat from those forked variants. More of what is happening now with the Chinese devices. So with Android as an alternative, what is the motivation for Handset makers to pay Google $25 per device for Chrome?
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Post by artman1033 on Jul 30, 2013 8:20:00 GMT -8
3) I would license a "closed" version of Chrome to other cell phone makers for $25. per phone. Google is in a tough spot if they really intend to dump Android. Unleashing Chrome this way leads to a head-to-head fight with Android. Which likely gets forked by the likes of Samsung. Which in turn likely leads to Google services being under threat from those forked variants. More of what is happening now with the Chinese devices. So with Android as an alternative, what is the motivation for Handset makers to pay Google $25 per device for Chrome? At some point, manufacturers will realize GOOGLE is pushing Chrome and NOT updating Android. Android, as an OPEN system, will be proven to be unstable. Customers won't trust it. Sales of Android devices will slow. App developers will avoid it.
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Mav
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Post by Mav on Jul 30, 2013 8:21:05 GMT -8
Yeah, and in 2013, Apple has this many varieties of smartphones: Oh wait. ;D
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Deleted
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Post by Deleted on Jul 30, 2013 8:27:26 GMT -8
If I was king of GOOGLE, I would: 1) no longer update the Android OS (quietly not officially) 2) introduce MOTO X (assembled in Texas!) with Chrome. That would solve some legal problems for them if they quietly let Android die, but is it too late for that? It would be a tough ask for chrome OS to compete without androids over half million Apps. I think even if no updates for android were released again ever, that android 4.2 would hang around for at least a decade as the "windows xp" of the mobile world - and only die off once/if competing platforms manage to create a new killer functionality that can't be tacked on to Android.
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Post by appledoc on Jul 30, 2013 8:30:38 GMT -8
Playing it safe, and lightened up my load at 456. It feels good to make more money with $AAPL than I do at work.
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Post by artman1033 on Jul 30, 2013 8:32:21 GMT -8
Yeah, and in 2013, Apple has this many varieties of smartphones: Oh wait. ;D FIDDLESTICKS! By the END of 2013, there will be (X) different colors of iPhones TIMES (Y) different sizes TIMES (Z) different carrier versions TIMES (xx) GB capacity = A LOT.
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Post by Lstream on Jul 30, 2013 8:39:09 GMT -8
Yeah, and in 2013, Apple has this many varieties of smartphones: Oh wait. ;D FIDDLESTICKS! By the END of 2013, there will be (X) different colors of iPhones TIMES (Y) different sizes TIMES (Z) different carrier versions TIMES (xx) GB capacity = A LOT. Colors, GB variants, and carrier versions have no impact on fragmentation though, which is the core issue. Sizes may or may not be an issue as well.
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Post by artman1033 on Jul 30, 2013 8:40:27 GMT -8
If I was king of GOOGLE, I would: 1) no longer update the Android OS (quietly not officially) 2) introduce MOTO X (assembled in Texas!) with Chrome. That would solve some legal problems for them if they quietly let Android die, but is it too late for that? It would be a tough ask for chrome OS to compete without androids over half million Apps. I think even if no updates for android were released again ever, that android 4.2 would hang around for at least a decade as the "windows xp" of the mobile world - and only die off once/if competing platforms manage to create a new killer functionality that can't be tacked on to Android.If GOOGLE developed a very, very good SIRI voice that searches via GOOGLE and is translatable into many languages, with different voices like John Wayne, Marilyn Monroe, etc., with different tones of voice (like a lover, or disparaging, like a Don Rickles ......
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Post by artman1033 on Jul 30, 2013 8:50:06 GMT -8
Live from Chattanooga: HERE
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Post by Lstream on Jul 30, 2013 8:52:49 GMT -8
That would solve some legal problems for them if they quietly let Android die, but is it too late for that? It would be a tough ask for chrome OS to compete without androids over half million Apps. I think even if no updates for android were released again ever, that android 4.2 would hang around for at least a decade as the "windows xp" of the mobile world - and only die off once/if competing platforms manage to create a new killer functionality that can't be tacked on to Android.If GOOGLE developed a very, very good SIRI voice that searches via GOOGLE and is translatable into many languages, with different voices like John Wayne, Marilyn Monroe, etc., with different tones of voice (like a lover, or disparaging, like a Don Rickles ...... One feature has no chance in hell of competing against the head start in apps that Android would have over Chrome. And it isn't like the current Android licencees would sit still and let Chrome catch them. I am not saying that they will not pursue this licensed Chrome idea, but they have a brutally difficult path in front of them to gain traction versus two incumbents. Android and iOS.
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Post by Red Shirted Ensign on Jul 30, 2013 8:57:22 GMT -8
FIDDLESTICKS! By the END of 2013, there will be (X) different colors of iPhones TIMES (Y) different sizes TIMES (Z) different carrier versions TIMES (xx) GB capacity = A LOT. Colors, GB variants, and carrier versions have no impact on fragmentation though, which is the core issue. Sizes may or may not be an issue as well. Lstream, what's your take on the fingerprint sensor "leak". ?
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Post by Lstream on Jul 30, 2013 9:01:16 GMT -8
Colors, GB variants, and carrier versions have no impact on fragmentation though, which is the core issue. Sizes may or may not be an issue as well. Lstream, what's your take on the fingerprint sensor "leak". ? I am going to ask one of our developers if it is really there, assuming it is not too much work to check. There is so much fabrication floating around that I am in show-me mode. I have said all along that the hardware is there now if Apple wants to implement it. I still think that.
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Post by jdubuc on Jul 30, 2013 9:05:23 GMT -8
I am going to ask one of our developers if it is really there, assuming it is not too much work to check. There is so much fabrication floating around that I am in show-me mode. I have said all along that the hardware is there now if Apple wants to implement it. I still think that. I can confirm that the BiometricKitUI bundle is really in the latest SDK. Gruber's typically well-informed suspicion is that this might have been a mistake on the part of the build team.
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Post by calvinav on Jul 30, 2013 9:34:56 GMT -8
Looking at this Asymco post below and going by TC's purported desire to have majority of iPhone sales through Apple stores, do other AFBers expect the linear growth trend of number of stores to continue, or perhaps even accelerate? www.asymco.com/2013/07/30/the-iphone-stores/
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Deleted
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Post by Deleted on Jul 30, 2013 9:39:57 GMT -8
If I was king of GOOGLE, I would: 1) no longer update the Android OS (quietly not officially) 2) introduce MOTO X (assembled in Texas!) with Chrome. If I were the founders of Google I'd quietly reduce my holdings to Zero and walk away.
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Post by Lstream on Jul 30, 2013 9:42:25 GMT -8
I am going to ask one of our developers if it is really there, assuming it is not too much work to check. There is so much fabrication floating around that I am in show-me mode. I have said all along that the hardware is there now if Apple wants to implement it. I still think that. I can confirm that the BiometricKitUI bundle is really in the latest SDK. Gruber's typically well-informed suspicion is that this might have been a mistake on the part of the build team. Thanks. For all we know, this fingerprint stuff in the beta build is part of a longer term project that Apple developers are working on. Maybe a bench top iPhone 6 and not the 5S that is apparently imminent. So it slipping into the public beta could be a mistake that means nothing for the September phone. So I find the story interesting, but not entirely convincing that that the next phone has a fingerprint scanner in it.
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Post by tuffett on Jul 30, 2013 9:48:00 GMT -8
The lengths Samsung goes to to cheat, steal and deceive never fails to amaze: Galaxy S 4 on steroids: Samsung caught doping in benchmarks... goo.gl/uMdvUY
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Deleted
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Post by Deleted on Jul 30, 2013 9:54:29 GMT -8
If GOOGLE developed a very, very good SIRI voice that searches via GOOGLE and is translatable into many languages, with different voices like John Wayne, Marilyn Monroe, etc., with different tones of voice (like a lover, or disparaging, like a Don Rickles ...... One feature has no chance in hell of competing against the head start in apps that Android would have over Chrome. And it isn't like the current Android licencees would sit still and let Chrome catch them. I am not saying that they will not pursue this licensed Chrome idea, but they have a brutally difficult path in front of them to gain traction versus two incumbents. Android and iOS. If Google stopped supporting Android there would only be one incumbent. iOS Who among the licensees would take over the R&D that Google currently provides? Who? There is only one candidate for that job, and it is Samsung. Now do you think Samsung would "acquire" such a problem, then license it out to its competitor's? Would Samsung want to invest the R&D to keep Android moving forward? Not in your life. Samsung is the epitome of a fast copier commodity manufacturer, that relies on other's innovations (copy, steal), much as Microsoft did during the '90s. It's not in their DNA to innovate, just as it was not in Microsoft's. Microsoft could take Android over, but why would Google sell Android to a firm with the pockets, and desire, to effectively compete with Chrome? Nope, if Google decides Chrome is it's future, it will allow Android to wither and die.
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Mav
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Post by Mav on Jul 30, 2013 9:56:14 GMT -8
LStream, it'd be a pretty epic mistake to include any traces of a "BiometricsUIKit" that's over a year away from launch in a beta of iOS _7_, wouldn't it?
Granted I'm assuming new iPhone, new iOS, but that's a pretty safe assumption given past history.
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Post by Lstream on Jul 30, 2013 10:07:11 GMT -8
LStream, it'd be a pretty epic mistake to include any traces of a "BiometricsUIKit" that's over a year away from launch in a beta of iOS _7_, wouldn't it? Granted I'm assuming new iPhone, new iOS, but that's a pretty safe assumption given past history. Yes, it would be a mistake. But it sure seems like all we are debating is the size of the mistake right now. It makes no sense for that public beta to have this functionality when there is no hardware to test it on. On first blush, it looks like a big clue that the sensor is coming. But I have just learned to be a real skeptic when it comes to these kind of stories.
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Post by Deleted on Jul 30, 2013 10:12:14 GMT -8
it'd be a pretty epic mistake to include any traces of a "BiometricsUIKit" that's over a year away from launch in a beta of iOS _7_, wouldn't it? We ...don't ...know ...what ...Apple ...is ...thinking ...doing. Ergo, it doesn't matter beyond satisfying our own insatiable need to play guessing games. Let the flames begin.
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Mav
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Post by Mav on Jul 30, 2013 10:24:36 GMT -8
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Post by Lstream on Jul 30, 2013 10:30:20 GMT -8
I hope that there really is going to be a sensor in the next phone(s) and that it is paired with a great service. One of our developers just confirmed what jdubuc said. The bundle is there.
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mark
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Post by mark on Jul 30, 2013 10:43:55 GMT -8
EO's - (Evil Overlords) A fictional group that controls the market movement of gigantic stocks by methods that are not understood by mere mortals .... or Apple investors. In addition to controlling the stock market they are rumored to be in cahoots with: Klingons, Cylons, Darth Vader and the Easter Bunny. It's been shown time and time again that: 1) The amount of capital required to "control" a stock like AAPL is more than anyone has ready access to. By the way, that includes Apple Inc itself ($approximately $140-150B in cash). 2) In general, the amount of capital at risk used to "control" a stock (NOT including penny stocks and other low-liquidity instruments) is almost always HIGHER than the amount that can be earned exercising such "control." Hence, mythical.
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Mav
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Post by Mav on Jul 30, 2013 10:46:54 GMT -8
Anyone here remember the $500.00 close on Jan13 monthly OpEx, btw? ;D
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bud777
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Post by bud777 on Jul 30, 2013 10:46:56 GMT -8
EO's - (Evil Overlords) A fictional group that controls the market movement of gigantic stocks by methods that are not understood by mere mortals .... or Apple investors. In addition to controlling the stock market they are rumored to be in cahoots with: Klingons, Cylons, Darth Vader and the Easter Bunny. It's been shown time and time again that: 1) The amount of capital required to "control" a stock like AAPL is more than anyone has ready access to. By the way, that includes Apple Inc itself ($approximately $140-150B in cash). 2) In general, the amount of capital at risk used to "control" a stock (NOT including penny stocks and other low-liquidity instruments) is almost always HIGHER than the amount that can be earned exercising such "control." Hence, mythical. How do you calculate the amount of capital needed to control the stock? Do you have a link to a paper on this?
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Post by pauls on Jul 30, 2013 10:51:37 GMT -8
it'd be a pretty epic mistake to include any traces of a "BiometricsUIKit" that's over a year away from launch in a beta of iOS _7_, wouldn't it? We ...don't ...know ...what ...Apple ...is ...thinking ...doing. Ergo, it doesn't matter beyond satisfying our own insatiable need to play guessing games. Let the flames begin. Best...to...keep...head...in...sand...for....any...new...product...clues. Fingerprint scanner DOES matter if the new flagship is to differentiate itself from less expensive models. The code is there, it exists, it is not a guess.
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Post by gtrplyr on Jul 30, 2013 10:59:54 GMT -8
If I was king of GOOGLE, I would: 1) no longer update the Android OS (quietly not officially) 2) introduce MOTO X (assembled in Texas!) with Chrome. If I were the founders of Google I'd quietly reduce my holdings to Zero and walk away. Be careful what you say .... that is a "Dellism" I despise Google as much as anyone on this board but they are a force to be reckoned with. As much as Samsung can copy hardware so can Motorola. Samsung had better watch itself before Google decides to cut them off at the knees by crippling Android. I'm not sure what is legally demanded of Google since they are giving the Android OS away for free but I agree with Artman .. only difference is I'd only update Android for Moto and quit working on previous versions ....
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Post by tuffett on Jul 30, 2013 11:09:06 GMT -8
Having the fingerprint sensor in the upcoming iPhone makes all kind of sense:
1) A tentpole feature is required to boost sales of high end phones. Sure, there will be the iPhone 4/4S up graders that will make up a good chunk, but Apple needs to lure in new smartphone customers and more Android switchers to the iPhone. If I were an Android user who was reasonably satisfied with my device, I wouldn't bother switching to iOS unless there was something extremely compelling about it. Android has an ecosystem and stickiness too - not as much as iOS but it's there, and it will take something big to get many people to consider switching.
2) Related to the first point - there are legitimate concerns the top end of the smartphone is reaching saturation. Apple may always own this segment, but if there's little to no growth then there will be trouble. A fingerprint sensor tied with killer software made exclusive to the top end iPhone for a while will draw people into this market.
3) A fingerprint sensor would differentiate the iPhone "5S" from the "5C" very nicely. It is assumed the 5C will have a 4" retina display, run iOS7 and likely have iPhone 5 internals. Is a metal body, barely perceptible size and weight improvement and slightly improved specs worth a $300ish premium? Many would say no and opt for the (presumably) lower margin iPhone 5C. The fingerprint sensor will cause many people to opt for the "5S". Publicity wise, this would be preferable over leaving out a feature such as LTE, since the sensor is a brand new implementation and wouldn't be on any other phone either.
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