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Post by moltenfire on Aug 22, 2013 23:04:01 GMT -8
It's Friday, TGIF. Another parts leak for the iPhone 5. What happened to the "doubling down" on secrecy?
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Mav
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Post by Mav on Aug 22, 2013 23:08:54 GMT -8
$150B+ in product is hard to hide from the world, maybe.
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Post by firstlight on Aug 23, 2013 2:41:05 GMT -8
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Deleted
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Post by Deleted on Aug 23, 2013 3:02:45 GMT -8
I had a thought on a $450 priced 5C: not only will it appeal to new unsubsidised purchasers, but it switches up the options for those on 2 year contracts coming up on their anniversary.
Under Apples traditional practice the 4S this year would have become the free on contract model, meaning 4S owners coming off contract would need to pay at least $99 for a improved model iPhone.
However by introducing a new model as the free on contract iPhone, 4S owners do not have to pay a single penny to upgrade to a improved model iPhone - they will be able to simply keep paying their current monthly contract rate and receive a brand new iPhone 5C (meanwhile Apple collects $450 from the carrier).
Of course 4S owners who want to will still pay $99/$199+ for the higher specced iPhone 5/5S - but having the iPhone 5C around for free means that for any 4S owner staying on the same plan in the USA and not at least getting a free iPhone 5C would be bonkers.
I'm predicting the amount of 4S owners upgrading this year (in high subsidy markets at least) will be north of 90%
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Deleted
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Post by Deleted on Aug 23, 2013 5:04:17 GMT -8
Steve Balmer GONE
Edit: Retiring
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Post by carbonate24 on Aug 23, 2013 5:11:03 GMT -8
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Post by rob_london on Aug 23, 2013 5:20:40 GMT -8
Steve Balmer GONE Edit: Retiring And the shares jump 8%+ in PMT in response to the news...
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Post by Red Shirted Ensign on Aug 23, 2013 5:35:50 GMT -8
Mercel can now have coffee with Ballmer every morning......
He won't be missed...and I bet October earnings are brutal. This pop will faaaaaade
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Post by gtrplyr on Aug 23, 2013 5:46:03 GMT -8
Ok .. Apple looking to break below 500 .... when are we shutting the whole thing down again : )
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Post by artman1033 on Aug 23, 2013 6:08:32 GMT -8
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Post by The Big Toe on Aug 23, 2013 6:52:36 GMT -8
Balmer set to retire, MSFT up, AAPL down... apparently the market thinks Apple will try and hire Balmer.
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Deleted
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Post by Deleted on Aug 23, 2013 7:21:10 GMT -8
Steve Balmer GONE Edit: Retiring Retiring hell. The BoD convinced him to step down or be fired for incompetency. Ballmer is Microsoft's Sculley. Both milked the shit out of its cash cow, and missed the changes coming down the pike, then responded with several iterations of the same thing (each with different price points) to extend its franchise. I'm not sure which was worse. Ballmer lasted longer, but only because of Microsoft's monopoly. But that monopoly is being fragmented into trucks and passenger vehicles. Microsoft will continue as the king of trucks, but, I think, the paradigm for passenger vehicles has passed it by. Thank you, Mr. Ballmer, for being all you could be.
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Mav
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Post by Mav on Aug 23, 2013 7:59:39 GMT -8
We do need a SVP Retail. Hmm.
Ahem! ;D
Turnaround play my #$$. I don't care if they hire Forstall (who clearly is quite brilliant if no longer a good fit for Apple - do you look at iOS 6 with _disgust_?) AND he was a closet master programmer in all flavors of Windows. MSFT needs huge structural changes and a new CEO doesn't count until there's a plan, those changes and results.
Of course the market looks ahead, blah blah blah. Not too late for MSFT but it has work to do to regain relevance. Ideally it should get an incoming CEO by yesterday.
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Post by Red Shirted Ensign on Aug 23, 2013 8:29:42 GMT -8
I'm watching our flopping around today and remembering how many flopping days we have had recently (interrupted by the various magic tweet or some such). For the TA folks, are we building strength here? Do we need to decline further to make another advance more likely or stronger?
I expected more movement toward at least 505 today, but not yet....
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Post by anthonytsai on Aug 23, 2013 8:52:02 GMT -8
www.macrumors.com/2013/08/23/apple-opens-iwork-for-icloud-beta-to-all-users/It is a step toward making iPads more usable at work. With the PC market dying, I think this is the future with everything moving toward the cloud. They will need to go to a subscription model that people can access on any iOS device instead the PC model where they buy a new desktop/laptop every few years. If there was infinite bandwidth, there would be cloud computing which is why I think the apple tv is important.
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Mav
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Post by Mav on Aug 23, 2013 8:58:52 GMT -8
Borrrringgggg.
Not a compelling buy but hardly the doomfest some of the StockTwits...people are making it out to be.
I think 497-498 is a decent early warning level to watch. EMA-8 too!
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Mav
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Post by Mav on Aug 23, 2013 9:00:46 GMT -8
Red, not really a technicals person (eternally in training), but consolidation looks very constructive. All for nothing without positive resolution though.
At the same time, AAPL could pullback a couple dozen points and still be fine per Fib retrace rules...
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Deleted
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Post by Deleted on Aug 23, 2013 9:53:51 GMT -8
We do need a SVP Retail. Hmm. Ahem! ;D Turnaround play my #$$. I don't care if they hire Forstall (who clearly is quite brilliant if no longer a good fit for Apple - do you look at iOS 6 with _disgust_?) AND he was a closet master programmer in all flavors of Windows. MSFT needs huge structural changes and a new CEO doesn't count until there's a plan, those changes and results. Of course the market looks ahead, blah blah blah. Not too late for MSFT but it has work to do to regain relevance. Ideally it should get an incoming CEO by yesterday. Undoubtedly Forstall has a one year non-compete clause in his separation agreement. Paying him for 6 months as a consultant (though he probably had no contact with Apple during that time) was a smart move. Essentially Apple got an 18 month non-compete. I emailed Investor Relations for the date that Scott Forstall's non-compete agreement expires. At this point it looks safe to say that should MSFT and Forstall come to terms, they can do so during 2014. All that said, I'm not sure Forstall is the right guy for the job. He's never had to pump new life into a dead horse before. What I see needs to be done at MSFT: Abandon Win8 and all of its incarnations. Update the user interface on Win 7 and release as an alternative to Win 8. STRIP OUT ANY AND ALL LEGACY DOS COMPATIBILITY CODE FROM WINDOWS 7. Execute a 5 year plan to dump Windows (see below). Chop the heads off anyone within the Company that argues protecting the Windows franchise. Cannibalize the shit out of Windows with something/anything that's better. Cease development on all products that haven't made a net profit over the last 5 years. Break down the walls between product development groups. Fire the heads of each fiefdom. SHRINK THE SIZE OF MICROSOFT EMPLOYMENT ROLES BY 35%. Buy Blackberry for its patents, OS management team and QNX software.
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Mav
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Post by Mav on Aug 23, 2013 10:07:46 GMT -8
woohoo go SLV
So bored!
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Deleted
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Post by Deleted on Aug 23, 2013 10:18:47 GMT -8
Sold my Weekly $495/$500 for $4.57 (AAPL at $501.37).
Placed order for Sept 6 expiry $490/$495 BCS at $2.95 (in anticipation of a small pullback next week then run up to Sept 10 announcement).
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stub
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The fix is in. Be patient. Don't panic.
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Post by stub on Aug 23, 2013 10:56:13 GMT -8
Seems like all the short term money went over to MSFT today.
As of 2:30 PM MSFT Volume 186M, average 47M. AAPL Volume 5.6M, average 12M.
No wonder MSFT is up over 7%. AAPL and GOOG down a little today.
My guess is, this'll pass soon and we'll be back on the AAPL hyper-growth track next week.
btw... did ya notice?, if the Apple corporate officers took their 1M share bonuses today, instead of 2 months ago (thanx to that 8k filing on 6/21/13), they'd be taking it around $500ish as opposed to $413ish.
Lot less taxes to pay.
I mentioned this 2 months ago as an indication that the stock price would be significantly up around now because of that.
I guess I called that one right, it'll only be a 15% tax bite on that approximately 22% of growth (from $413 to $500) instead of over an over 40% tax bite.
Smart move Tim.
Seems like these guys know what's gonna happen before it happens.
Thank God the game is rigged, now all we have to do is figure it out and laugh all the way to the bank. Good luck to all.
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Deleted
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Post by Deleted on Aug 23, 2013 10:57:54 GMT -8
Barely 6,000,000 shares traded, only 20 posts, and an hour to go. Has everyone left for the weekend already?
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Post by Red Shirted Ensign on Aug 23, 2013 11:07:49 GMT -8
If the price does not pick up soon I'm going to send a tweet.
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coma
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Post by coma on Aug 23, 2013 11:20:38 GMT -8
Has everyone left for the weekend already? I'm still here but I started drinking early.
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Deleted
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Post by Deleted on Aug 23, 2013 11:29:36 GMT -8
Mercel can now have coffee with Ballmer every morning...... He won't be missed...and I bet October earnings are brutal. This pop will faaaaaade The guys withninsider information who bought 200k $35 calls on MSFT can buy me coffee. The stock market is so F'd up...
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Post by Red Shirted Ensign on Aug 23, 2013 11:47:58 GMT -8
Mercel can now have coffee with Ballmer every morning...... He won't be missed...and I bet October earnings are brutal. This pop will faaaaaade The guys withninsider information who bought 200k $35 calls on MSFT can buy me coffee. The stock market is so F'd up... Hey, they took a chance. They bet that if Ballmer announced his retirement the stock would go up. That was no sure thing.... Wait....wait....O.K..I take it back. The rumor in Redmond is that Mrs. Ballmer bought all those calls.
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Post by Red Shirted Ensign on Aug 23, 2013 11:52:32 GMT -8
this is the most boring Friday.....ever.....
Gee, I wonder if we will end up near 500 today.
In edit: I take it all back.. A spike! Mercel's back in the market
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Post by Red Shirted Ensign on Aug 23, 2013 12:07:38 GMT -8
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Mav
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Post by Mav on Aug 23, 2013 12:08:36 GMT -8
Not bad. No trades yet. If I miss it, oh well.
Still consolidating just fine.
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bud777
fire starter
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Post by bud777 on Aug 23, 2013 12:33:31 GMT -8
Sometimes I lose track of what's rumor and what's real. Just to help me out, let me see if we have this straight. On September 10, Apple will have an event and will announce two new iPhones, a 5s and a 5C. The 5C will be a lower cost alternative active to the 5S. OK. Those are the rumors that have not been confirmed by Apple.
The things we actually know are.....heck, what DO we actually know? I guess we know there will be new product categories before the end of the year. And that a new Mac Pro is coming soon as well as a revision to IOS.
My not to subtle point here is that I am a little cautious about the quasi certainty that has developed around sept 10. Just as with the game that used to be played with earnings, inflated product expectations can lead to disappointments that can move the stock.
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