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Post by Lstream on Aug 12, 2013 7:59:54 GMT -8
Careful with this ralley Euphoria guys. This could be a sucker play. Remember Apple hasn't confirmed or denied this new iPhone rumor. The Hedge Hogs could be playing us like red ink violins in the next couple of days. Sanguine. I suspect that the date is real, but that is not what matters. What they announce is what matters. There is a reasonable chance that the 5S will be simply incremental with no major new functionality. If so, watch out post-announcement when everyone sells the news.
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Post by terps530 on Aug 12, 2013 8:07:39 GMT -8
Well, AAPL just cleared "SMA-200 #1" Wow. Impressive. Last week never happened... If we can get past the last high of around 472, there seems to be nothing but air and a big magnet between that and 500. Thoughts Mav? 485 may be a hurdle too
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Post by lovemyipad on Aug 12, 2013 8:30:22 GMT -8
Looks fabulous so far... If we don't give back too much of this, another leg up...
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Post by Deleted on Aug 12, 2013 8:42:12 GMT -8
Careful with this ralley Euphoria guys. This could be a sucker play. Remember Apple hasn't confirmed or denied this new iPhone rumor. The Hedge Hogs could be playing us like red ink violins in the next couple of days. Sanguine. I suspect that the date is real, but that is not what matters. What they announce is what matters. There is a reasonable chance that the 5S will be simply incremental with no major new functionality. If so, watch out post-announcement when everyone sells the news. iOS7 and iPhone 5C will largely carry any disappointment if the 5S doesn't have a tentpole feature. I'm not worried about sell the news this time.
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Post by Deleted on Aug 12, 2013 8:45:26 GMT -8
Careful with this ralley Euphoria guys. This could be a sucker play. Remember Apple hasn't confirmed or denied this new iPhone rumor. The Hedge Hogs could be playing us like red ink violins in the next couple of days. Sanguine. You can take Sept. 10th to the bank.
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Post by Deleted on Aug 12, 2013 9:09:09 GMT -8
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Post by jdubuc on Aug 12, 2013 9:20:25 GMT -8
iOS7 and iPhone 5C will largely carry any disappointment if the 5S doesn't have a tentpole feature. I'm not worried about sell the news this time. True -- Apple is bumping the limits somewhat as far as ways to improve upon the iPhone in terms of "hardware features". How much better can the camera get? It already exceeds most point-and-shoot cameras on the market. Not much benefit in a "better than retina" resolution screen, etc. The core product has matured to the point of more incremental, smaller improvements on the hardware side. (That said, SoC performance and consequently software features have a much higher ceiling, IMO.) The pace of innovation at Apple will continue, but moreso in the "new product categories" that Tim has mentioned, where there is more low-hanging fruit available, as well as potentially in the future segmentation and broadening of the iPhone lineup.
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Post by tuffett on Aug 12, 2013 9:26:13 GMT -8
I love this action but I sense a little too much exuberance here. Sell the news is very much a possibility. Remember Maps-gate? The iPhone 5 was an awesome upgrade over the 4S but that didn't stop the stock from tanking. I can just imagine fingerprint scanner-gate (or worse, no fingerprint scanner at all) and talk about the 5C lowering margins and cannibalizing the high end, whether or not it's true. This is still Apple and new products are a great time to spread FUD about all sorts of things.
I'm cautiously optimistic but not expecting anything crazy stock-wise.
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Post by Red Shirted Ensign on Aug 12, 2013 9:33:49 GMT -8
I love this action but I sense a little too much exuberance here. Sell the news is very much a possibility. Remember Maps-gate? The iPhone 5 was an awesome upgrade over the 4S but that didn't stop the stock from tanking. I can just imagine fingerprint scanner-gate (or worse, no fingerprint scanner at all) and talk about the 5C lowering margins and cannibalizing the high end, whether or not it's true. This is still Apple and new products are a great time to spread FUD about all sorts of things. I'm cautiously optimistic but not expecting anything crazy stock-wise. I hear you....but I'm just back of the enveloping a few basics....no euphoria involved....if we get two weeks of 5s and 5c sales this quarter that is 8 million units minimum...maybe way more. If we then have a share count of 895 million on September 30, the math really starts to work in Apple's favor for very good earnings announced in October (along with new ipads announced then) and superb guidance for the December quarter....This produces a YOY earnings beat then that could be substantial....very substantial...and it does not require magic to make it happen
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Post by nagrani on Aug 12, 2013 9:38:55 GMT -8
Don't forget to add a little china mobile action
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Post by calvinav on Aug 12, 2013 9:44:34 GMT -8
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Post by Deleted on Aug 12, 2013 9:48:14 GMT -8
I love this action but I sense a little too much exuberance here. Sell the news is very much a possibility. Remember Maps-gate? The iPhone 5 was an awesome upgrade over the 4S but that didn't stop the stock from tanking. I can just imagine fingerprint scanner-gate (or worse, no fingerprint scanner at all) and talk about the 5C lowering margins and cannibalizing the high end, whether or not it's true. This is still Apple and new products are a great time to spread FUD about all sorts of things. I'm cautiously optimistic but not expecting anything crazy stock-wise. Agreed...and what about the "I'm not going to let the US Government have my fingerprint" controversy thats sure going to come...for US Citizens and everyone else.
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Post by Deleted on Aug 12, 2013 9:51:49 GMT -8
Apple is bumping the limits somewhat as far as ways to improve upon the iPhone in terms of "hardware features". How much better can the camera get? It already exceeds most point-and-shoot cameras on the market. Not much benefit in a "better than retina" resolution screen, etc. The core product has matured to the point of more incremental, smaller improvements on the hardware side. (That said, SoC performance and consequently software features have a much higher ceiling, IMO.) The pace of innovation at Apple will continue, but moreso in the "new product categories" that Tim has mentioned, where there is more low-hanging fruit available, as well as potentially in the future segmentation and broadening of the iPhone lineup. There will continue to be hardware breakthroughs (look at Apple's fingerprint sensor patents), but as you say, they won't come from improvements in widely used current technologies, those will be, again as you stated, incremental. The breakthroughs will be in what can be done, in terms of functionality, with those technologies. That means software. Starting vwith SJ and a number of times since by TC, the observation has been made that Apple is a software company, albeit unlike any others. Apple uses best in class hardware coupled with best in class software to create functionality no one had ever thought of (or were able to make work) before.
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Post by Deleted on Aug 12, 2013 9:52:22 GMT -8
Too high. I'm estimating $449.
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Post by nagrani on Aug 12, 2013 9:52:50 GMT -8
I don't think apple would begin to hype an event an entire month out (like they just did) unless they had something really special to share. I can almost guarantee iPhone 5s will have at least one tentpole feature (finger print, payment system, better integration with Apple TV, etc,) and a china mobile deal will be announced.
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Mav
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Post by Mav on Aug 12, 2013 10:04:28 GMT -8
C'mon.
You've probably consented to fingerprint somewhere and don't even know it. In the age of social media I doubt fingerprint tech is an issue. You better believe Apple will seal it off from intrusion. Otherwise that's like saying your smartphone is always listening with its microphone or watching for activity in the front-facing camera (hmmm)...
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Post by Red Shirted Ensign on Aug 12, 2013 10:06:17 GMT -8
C'mon. In the age of social media I doubt fingerprint tech is an issue. You better believe Apple will seal it off from intrusion. Otherwise that's like saying your smartphone is always listening with its microphone or watching for activity in the front-facing camera (hmmm)... I am sure no one will be forced to use the fingerprint sensor. You can always enter in your code, just like before. But for millions of people who either don't care about ONE of their fingerprints being sensed by a devide that doesn't actually take an imprint of every whorl and turn......go for it.
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Post by Red Shirted Ensign on Aug 12, 2013 10:06:46 GMT -8
O.K...I'm awaiting the 2:14 P.M. push to 470...
Let's go...
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Post by Red Shirted Ensign on Aug 12, 2013 10:07:27 GMT -8
Too high. I'm estimating $449. $429, actually.
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Mav
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Post by Mav on Aug 12, 2013 10:08:36 GMT -8
Red, the first sentence of mine that you quoted was stupid upon quick research. Please excise from the quote. ;D
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Mav
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Post by Mav on Aug 12, 2013 10:09:46 GMT -8
Btw, 5C price not a big deal if it comes in varieties (i.e., 16/32 GB).
At some point Moore's Law will cease to apply to smartphones. But SoCs still have plenty of room to be faster. Mobile OSes can still be made much more useful and powerful. Cameras can always be better.
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Post by Deleted on Aug 12, 2013 10:13:51 GMT -8
Call me just plain bullheaded, but I do not see a 'cheap' iPhone in Apple's future, at least not as touted here and elsewhere. When Mercedes entered the "low cost" market, they did it with a variation that still cost 50% more than a fully equipped Chevrolet. Mercedes did not compete with Chevrolet on price, Apple is not going to compete with Samsung on price. Any lower cost iPhone will compete on quality of functionality, with a trade off made between that functionality and price. Standardizing connectors and carrier protocol chips (Qualcomm's world chip) is a no brainer, and would require redesigning the mobo and case, hence the probability of the 5C designation. But I would not expect to see a shift to lower pricing that goes beyond Apple's current strategy.
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Post by nagrani on Aug 12, 2013 10:16:47 GMT -8
Gregg, how is apple going to hit their internal numbers if they don't grow the top line?
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Post by BillH on Aug 12, 2013 10:28:36 GMT -8
Btw, 5C price not a big deal if it comes in varieties (i.e., 16/32 GB). At some point Moore's Law will cease to apply to smartphones. But SoCs still have plenty of room to be faster. Mobile OSes can still be made much more useful and powerful. Cameras can always be better. I'm sure the Ensign has posted this at some point but Apple still has a bit of capability to add. Some of the medical staff has already been hired.
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Post by Deleted on Aug 12, 2013 10:32:12 GMT -8
C'mon. You've probably consented to fingerprint somewhere and don't even know it. In the age of social media I doubt fingerprint tech is an issue. You better believe Apple will seal it off from intrusion. Otherwise that's like saying your smartphone is always listening with its microphone or watching for activity in the front-facing camera (hmmm)... The US Government has access to everything they want from Apple stored in the US...it's called the Patriot Act. They can take whatever they want even with a guess that its related to terrorism. Not that I personally have an issue with my fingerprints, but it's a little creepy the more information we give the government. And yes, Apple won't "give it freely" to the Government, but that doesn't mean it's not easily accessible. Or what about hackers or anything else. I'm all for the Fingerprint Sensor, don't get me wrong...it has a lot of great potential benefits, but just don't be surprised at the negative feedback about it.
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Post by Red Shirted Ensign on Aug 12, 2013 10:33:19 GMT -8
Btw, 5C price not a big deal if it comes in varieties (i.e., 16/32 GB). At some point Moore's Law will cease to apply to smartphones. But SoCs still have plenty of room to be faster. Mobile OSes can still be made much more useful and powerful. Cameras can always be better. I'm sure the Ensign has posted this at some point but Apple still has a bit of capability to add. Some of the medical staff has already been hired. Sweeet! But where was my 2:14 bump today???
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Post by Deleted on Aug 12, 2013 10:34:02 GMT -8
Too high. I'm estimating $449. $429, actually. lol. I like the "actually" part. But yeah, $429 works too. Do I hear $399?
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Post by Red Shirted Ensign on Aug 12, 2013 10:36:08 GMT -8
lol. I like the "actually" part. But yeah, $429 works too. Do I hear $399? Well, I'm not going to just "yep" you...but I think 429-449 is an excellent range to just take that market....the product will be well above the competition in quality and functionality
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Post by tuffett on Aug 12, 2013 10:39:22 GMT -8
Call me just plain bullheaded, but I do not see a 'cheap' iPhone in Apple's future, at least not as touted here and elsewhere. When Mercedes entered the "low cost" market, they did it with a variation that still cost 50% more than a fully equipped Chevrolet. Mercedes did not compete with Chevrolet on price, Apple is not going to compete with Samsung on price. Any lower cost iPhone will compete on quality of functionality, with a trade off made between that functionality and price. Standardizing connectors and carrier protocol chips (Qualcomm's world chip) is a no brainer, and would require redesigning the mobo and case, hence the probability of the 5C designation. But I would not expect to see a shift to lower pricing that goes beyond Apple's current strategy. They won't compete directly on price, but they will enter a lower-end market where people can maybe spend $400-500 but not $700-$900. That market is currently dominated by Samsung because Apple has no new offerings in that market. Nobody here is saying that Apple is going to race to the bottom with Samsung. You're arguing against nobody.
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Post by Red Shirted Ensign on Aug 12, 2013 11:06:58 GMT -8
My 2:14 push was 45 minutes late....but here it is.
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