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Post by rob_london on Jul 31, 2013 0:22:15 GMT -8
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Post by phoebear611 on Jul 31, 2013 3:27:49 GMT -8
We've said in the past on this board that AAPL would be a second half of the year story and that is exactly how it's playing out. Stories, rumors, facts that are coming out are all positive. Rumors of potential features of the next iPhone continue to demonstrate that AAPL has a greater plan ... one that will be a game changer in a myriad of ways. I'm guessing the geniuses over there are always a step ahead of all of us collectively and time will surely demonstrate it...but price is truth ... and the stock price is showing that indeed we are in the much anticipated second half.
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Post by macwire on Jul 31, 2013 3:31:07 GMT -8
Is wheeles still around?
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Post by appledoc on Jul 31, 2013 3:35:05 GMT -8
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Post by phoebear611 on Jul 31, 2013 3:37:22 GMT -8
By the way - the China Mobile story is all over Stocktwits and Twitter ... lighting it up like a Christmas tree!
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Post by Lstream on Jul 31, 2013 3:39:11 GMT -8
We've said in the past on this board that AAPL would be a second half of the year story and that is exactly how it's playing out. Stories, rumors, facts that are coming out are all positive. Rumors of potential features of the next iPhone continue to demonstrate that AAPL has a greater plan ... one that will be a game changer in a myriad of ways. I'm guessing the geniuses over there are always a step ahead of all of us collectively and time will surely demonstrate it...but price is truth ... and the stock price is showing that indeed we are in the much anticipated second half. I am going to disagree with the price is truth piece to this. If this is a second half story today, then it was a second half story six months ago. The "geniuses" are also the same, and whatever greater plan they had, they also had six months ago. So, in short, nothing has really changed with the company at all. So how can price be truth, when it tells two different stories about the same underlying asset? I think price has very little to do with truth in the market.
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Post by phoebear611 on Jul 31, 2013 4:29:47 GMT -8
We've said in the past on this board that AAPL would be a second half of the year story and that is exactly how it's playing out. Stories, rumors, facts that are coming out are all positive. Rumors of potential features of the next iPhone continue to demonstrate that AAPL has a greater plan ... one that will be a game changer in a myriad of ways. I'm guessing the geniuses over there are always a step ahead of all of us collectively and time will surely demonstrate it...but price is truth ... and the stock price is showing that indeed we are in the much anticipated second half. I am going to disagree with the price is truth piece to this. If this is a second half story today, then it was a second half story six months ago. The "geniuses" are also the same, and whatever greater plan they had, they also had six months ago. So, in short, nothing has really changed with the company at all. So how can price be truth, when it tells two different stories about the same underlying asset? I think price has very little to do with truth in the market. I would suggest that the story is ever evolving - the change is constant - and so the underlying asset in effect is really not exactly the same as it was months ago because at a minimum, perception needs to be incorporated as part of the overall formula, but this debate can go on and on like the song that never ends -- so let's just chalk it up to two separate opinions - and hey, that's what makes a market.
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Post by phoebear611 on Jul 31, 2013 4:52:56 GMT -8
WSJ carrying a story titled: Samsung, Apple Crush Asian Competition. Interesting how the naysayers were pounding the table that all these new and cheap phones being put out by some of the Asian manufacturers were going to hurt Apple. Article continues to validate that the AAPL brand has been fully established there and many of these companies are racking up losses or quitting the business. Article doesn't shed light on any new piece of information but highlights and validates much of what has been bantered about on the board.
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Post by artman1033 on Jul 31, 2013 6:05:16 GMT -8
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Post by Deleted on Jul 31, 2013 6:41:04 GMT -8
Not a great start to the day
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Post by Red Shirted Ensign on Jul 31, 2013 6:44:19 GMT -8
Not a great start to the day 448 gap closure team in action....but dip buyers are standing by....hang in
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Post by prazan on Jul 31, 2013 6:45:10 GMT -8
Sharp downdraft a half hour into trading this morning, from 457 down to 450 in the space of 15 minutes. Sell the news of TC's China visit? I thought it would be safe to buy the open this morning. Oops.
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Post by macwire on Jul 31, 2013 6:51:35 GMT -8
We've come far in 2 days...a ok to take a breather.
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Post by appledoc on Jul 31, 2013 6:52:47 GMT -8
We've come far in 2 days...a ok to take a breather. Yes. Looking for 444 to 448 to hold.
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Post by prazan on Jul 31, 2013 6:59:19 GMT -8
I've been adding shares as we go up. It always annoys me when I cross-foot my entry, which usually happens when I place an advance order because I won't be at my desk for the open. Thanks for the steadying hands.
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Post by Deleted on Jul 31, 2013 8:11:42 GMT -8
By the way - the China Mobile story is all over Stocktwits and Twitter ... lighting it up like a Christmas tree! I'm surprised there hasn't been more of a reaction from the forum on this news. The reports the meeting is for the purpose of "discussing cooperation". Discussions like that happen at lower levels and at long distance. This gives both sides the ability to "consult" higher ups without saying NO. That is a word you never use in negotiations. When the top guys are involved it is to sign agreements already made by the lower echelons. TC. Is in China meeting the head on China Mobile. To me this says an agreement has been reached, and now comes the signing ceremony.
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Post by Lstream on Jul 31, 2013 8:14:45 GMT -8
By the way - the China Mobile story is all over Stocktwits and Twitter ... lighting it up like a Christmas tree! I'm surprised there hasn't been more of a reaction from the forum on this news. The reports the meeting is for the purpose of "discussing cooperation". Discussions like that happen at lower levels and at long distance. This gives both sides the ability to "consult" higher ups without saying NO. That is a word you never use in negotiations. When the top guys are involved it is to sign agreements already made by the lower echelons. TC. Is in China meeting the head on China Mobile. To me this says an agreement has been reached, and now comes the signing ceremony. I am not reacting because we have seen this movie so many times before, and then nothing happens.
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Post by artman1033 on Jul 31, 2013 8:19:44 GMT -8
TC. Is in China meeting the head on China Mobile. To me this says an agreement has been reached, and now comes the signing ceremony. I am not reacting because we have seen this movie so many times before, and then nothing happens. Historians: Please help me with this question. When would Apple announce the China Mobile deal? 1) When the "special" iPhone is available? 2) At the iPhone event in September?
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Post by Deleted on Jul 31, 2013 8:35:45 GMT -8
I'm surprised there hasn't been more of a reaction from the forum on this news. The reports the meeting is for the purpose of "discussing cooperation". Discussions like that happen at lower levels and at long distance. This gives both sides the ability to "consult" higher ups without saying NO. That is a word you never use in negotiations. When the top guys are involved it is to sign agreements already made by the lower echelons. TC. Is in China meeting the head on China Mobile. To me this says an agreement has been reached, and now comes the signing ceremony. I am not reacting because we have seen this movie so many times before, and then nothing happens. Exactly. It's the the sequel to Groundhog Day. Tim Cook has an opportune time to sign them up now before the 5C and 5S drains more business from the deep CM well during the Dec. quarter. However, I'm not expecting it. I think Apple has a better chance with DoCoMo in 2013 (and even that's a stretch). Politics weighs heavy getting CM to sign.
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Post by Lstream on Jul 31, 2013 8:41:06 GMT -8
I am not reacting because we have seen this movie so many times before, and then nothing happens. Historians: Please help me with this question. When would Apple announce the China Mobile deal? 1) When the "special" iPhone is available? 2) At the iPhone event in September? Some small number of weeks before it would be available for sale on their network.
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Post by Deleted on Jul 31, 2013 9:19:33 GMT -8
I am not reacting because we have seen this movie so many times before, and then nothing happens. Historians: Please help me with this question. When would Apple announce the China Mobile deal? 1) When the "special" iPhone is available? 2) At the iPhone event in September? I think the next iPhone will include Qualcom's "world" chip that supports all protocols, including China Mobile's bastard variant TD-CDMA. If true, then when the next iPhone is announced a China Mobile deal will also be announced, with shipments commencing in the March quarter (late January).
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Post by rickag on Jul 31, 2013 9:22:09 GMT -8
While a China Mobile deal would be fantastic, what would be the effect of Apple selling an iPhone with a chip compatible with China Mobile, without a deal?
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Post by gtrplyr on Jul 31, 2013 9:27:09 GMT -8
Historians: Please help me with this question. When would Apple announce the China Mobile deal? 1) When the "special" iPhone is available? 2) At the iPhone event in September? I think the next iPhone will Qualcom's "world" chip that supports all protocols, including China Mobile's bastard variant TD-CDMA. If true, then when the next iPhone is announced a China Mobile deal will also be announced, with shipments commencing in the March quarter (late January). Please correct me if I'm wrong … and I know someone will From what I've read it seems that part of China Mobile's problem is the fact they have a inferior network when compared to the the competition. If so I would think anyone wanting to get a "smartphone" will also consider that fact and choose of of the other two big carriers there. From where I sit I think Apple definitely has the upper hand here. A lower cost alternative will sell just as well on the other networks and the fact that all three carriers are not signed up gives Apple more room to press the two that are. I'd love to get access to China Mobile's customer base but in reality they can….. give them a low cost alternative and they will simply switch. Either way the news that China Mobile is losing it's customer base bodes very well for Apple and I hope Tim does not give up much in the negotiations.
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Post by prazan on Jul 31, 2013 9:36:05 GMT -8
Historians: Please help me with this question. When would Apple announce the China Mobile deal? 1) When the "special" iPhone is available? 2) At the iPhone event in September? I think the next iPhone will Qualcom's "world" chip that supports all protocols, including China Mobile's bastard variant TD-CDMA. If true, then when the next iPhone is announced a China Mobile deal will also be announced, with shipments commencing in the March quarter (late January). If Mr. Cook is indeed there to sign a deal, I imagine the terms of the deal would spell out who announces what and when. China Mobile might not want an early announcement, given the effect it could have on current sales. If they're more afraid of losing customers because they don't have the iPhone during this period, then they'd lean toward an early announcement. But as the numbers have shown, the current models of the iPhone aren't lighting it up in China the past few months, so they might want to wait, avoiding the risk of depressing current sales of other smartphones. I suspect folks in China hear the same rumors we do, and probably before we do, so they might already be delaying purchases, so it's not clear cut one way or the other.
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Mav
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Post by Mav on Jul 31, 2013 9:52:20 GMT -8
It could be like iRadio negotiations.
Probably tougher, but similar timeframe.
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Mav
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Post by Mav on Jul 31, 2013 9:53:43 GMT -8
AAPL digesting very well, at least to me. Could've done without the gap up but it filled OK, and AAPL did make a new higher high 19 cents over yesterday IIRC.
Is it just me or is volume picking up slightly...?
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Post by Deleted on Jul 31, 2013 9:58:25 GMT -8
While a China Mobile deal would be fantastic, what would be the effect of Apple selling an iPhone with a chip compatible with China Mobile, without a deal? To get full benefit from such a handset you need China Mobile to support data. Currently China Mobile does not. Those jail broken iPhones on CM's network cannot access data. They are super glorified feature phones. That so many, having paid a very high, grey market, price for one, is testament to the demand for a fully functional iPhone on CM.
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Mav
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Post by Mav on Jul 31, 2013 10:07:50 GMT -8
Can't access data?
EDGE is horrific in this day and age but it still counts.
Your larger point is correct but needs to go farther IMHO. In China LTE is almost nonexistent. Fast data will help drive the next wave of smartphone adoption. Of course economics plays a role too, but maybe iPhone "5C" might help slightly.
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Post by Deleted on Jul 31, 2013 10:08:46 GMT -8
From what I've read it seems that part of China Mobile's problem is the fact they have a inferior network when compared to the the competition. If so I would think anyone wanting to get a "smartphone" will also consider that fact and choose of of the other two big carriers there. From where I sit I think Apple definitely has the upper hand here. A lower cost alternative will sell just as well on the other networks and the fact that all three carriers are not signed up gives Apple more room to press the two that are. I'd love to get access to China Mobile's customer base but in reality they can….. give them a low cost alternative and they will simply switch. Either way the news that China Mobile is losing it's customer base bodes very well for Apple and I hope Tim does not give up much in the negotiations. You are correct. CM was slow to adopt 3G. The problem is their bastard protocol. From what I understand, CM has become much more aggressive in updating its network, going so far as to test LTE, bypassing 3G, in some markets. The scope and scope of upgrading a 4th world network is daunting. At some point I would not be surprised to see CM abandon TD-CDMA. But that transition would take a great deal of time and money, at least 4 years. The widespread use of a "world" phone is necessary to make that transition possible.
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Post by Red Shirted Ensign on Jul 31, 2013 10:30:37 GMT -8
Back to Green....digestion healthy and useful....
A close over 455 and I'll change my avatar to the wry, smiling Picard.
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