Mav
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Post by Mav on Sept 10, 2013 10:32:55 GMT -8
Apple hit pieces galore tomorrow? Sure. Not like I care, or will go out of my way to read them.
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Mav
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Post by Mav on Sept 10, 2013 10:33:52 GMT -8
China event could turn frowns upside down. has anyone found the time of the china event? i read it will likely be a stream of the event we just saw, but possibly add in some other stuff like the hopeful CM deal. yikes selloff increasing Ah, good old WS scare-mongering. C'mon 485!
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Post by Deleted on Sept 10, 2013 10:36:49 GMT -8
I'm still waiting for someone to have fun with analysts and their collective jackassery (thanks, Gruber). I simply cannot believe the depths of stupidity here.
Back to work...
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Post by tuffett on Sept 10, 2013 10:36:55 GMT -8
5C relative to 5:
Pros: more durable, slightly better battery (?), improved camera (?) colours, "new" Cons: less refined design, thicker, heavier(?)
Same price, at least in the US market. I see the 5C providing an incremental boost to revenue and margins, but nothing deserving of the hype of the last few months. Having China as a day 1 launch country is far more significant. Happy to be proven wrong on this, and I'm hoping for something new at the China event.
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Post by gtrplyr on Sept 10, 2013 10:37:12 GMT -8
5S is going for $649 unlocked .... if people had $549 for the 5C why in the hell would they now spend the extra $100 ..... Apple screwed the pooch on this. There should have been a bigger difference in price ....
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JDSoCal
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Post by JDSoCal on Sept 10, 2013 10:38:06 GMT -8
Just bought the F'n dip...
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Post by CdnPhoto on Sept 10, 2013 10:39:26 GMT -8
5S is going for $649 unlocked .... if people had $549 for the 5C why in the hell would they now spend the extra $100 ..... Apple screwed the pooch on this. There should have been a bigger difference in price .... I'm hoping that the price structure is not the same around the world. In the the current set of countries, push people to the 5S. In China (and Brazil?) push them to an even cheaper 5C.
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Post by tuffett on Sept 10, 2013 10:39:38 GMT -8
Fatal blow to _Samsung_? Even less likely. They're no lightweight. Wow, AAPL selloff acceleration. Eh, maybe we get 470s after all. I do have a bit of dry powder left, and a bit of patience. Ok, I speak in hyperbole. But you get what I mean. It would have turned the tide back in Apple's favour. The 5S may well do it alone, but a $0 5C would have cemented it, in my opinion. There is a lot of adequate competition to the 4S, less so for the 5/5C, especially if people are concerned about screen size and the like, which many are.
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Post by terps530 on Sept 10, 2013 10:40:57 GMT -8
gene munster just said he says china mobile announcement in china event is 99% chance
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JDSoCal
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Post by JDSoCal on Sept 10, 2013 10:42:13 GMT -8
gene munster just said he says china mobile announcement in china event is 99% chance Thank you Jesus. Buy the F'n dip.
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Post by lance on Sept 10, 2013 10:46:10 GMT -8
Elvis Costello sell off in full force.
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Post by terps530 on Sept 10, 2013 10:49:21 GMT -8
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Post by dreamRaj on Sept 10, 2013 10:51:53 GMT -8
Elvis Costello sell off in full force. LOL
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Post by incorrigible on Sept 10, 2013 10:52:44 GMT -8
IMHO, the iPhone C must be for CM support. In all other releases, the older current model flows back to the mid-range model. In this case, the mid-range model is a complete redesign. There must be a reason why and my money is on the fact that the current iPhone5 does not support CM technology and the 5C does. Investing accordingly.
Edit: Bought at $495 and change.
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Mav
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Post by Mav on Sept 10, 2013 10:53:05 GMT -8
iPhone initial numbers might be constrained by iPhone 5S "late availability". Damn.
OTOH, we'll see about China Mobile.
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JDSoCal
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Post by JDSoCal on Sept 10, 2013 10:55:23 GMT -8
Elvis Costello sell off in full force. Buy the F'n dip and pump it up!
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Post by Nevyn on Sept 10, 2013 10:56:58 GMT -8
I bought some Jan 14 450 C.
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Mav
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Post by Mav on Sept 10, 2013 10:57:30 GMT -8
gene munster just said he says china mobile announcement in china event is 99% chance Thank you Jesus. Buy the F'n dip. I just wish he wasn't so wrong about $300 iPhone 5C.
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Post by tuffett on Sept 10, 2013 10:59:15 GMT -8
IMHO, the iPhone C must be for CM support. In all other releases, the older current model flows back to the mid-range model. In this case, the mid-range model is a complete redesign. There must be a reason why and my money is on the fact that the current iPhone5 does not support CM technology and the 5C does. Investing accordingly. Edit: Bought at $495 and change. Yep. There must be something more to it to justify a complete, budget-conscious redesign with no difference in cost. Unless colourful plastic is more important than cost to the Chinese...
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Post by Deleted on Sept 10, 2013 10:59:33 GMT -8
Of course they did. Russia is Syria's only friend, and Syria is Russia's friend, as long as Syria blocks construct of a natural gas pipeline from Qatar and Saudi gas fields to Europe. One hand washing the other. Because the US would never do anything suspect to get access to another countries Oil Now you are showing how little you know about the dynamics involved. The US is a net exporter of oil. This is due to tapping the North Dakota oil/gas fields (which we've known about for decades). Your natural gas bill has dropped almost 50% since these fields came on line in quantity about 5 years ago. The beneficiaries of regime change in Syria (apart from the people) are Europe (paying high prices to Russia - a near sole supplier) and the natural gas suppliers of Qatar and Saudi Arabia. Lower natural gas prices in Europe will do several things beneficial to Europeans: help stimulate the EU economy thereby lowering unemployment and increasing consumer spending on items produced in countries other than Russia. Taxation of that increased consumer spending will help reduce national debt, improving credit ratings and lowering sovereign costs of debt. These things benefit the US indirectly. For one, higher free spendable cash means greater sales of Apple products in Europe (which have been weak for the past year or so). Besides, if the US did not move to secure stable oil supplies, the populace would oust their political leaders because of price increases in just about everything we use, because all those products are dependent on the price/supply of oil.
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Post by Deleted on Sept 10, 2013 11:02:01 GMT -8
I'm 10 pages of comments behind in my reading. Don't know if I'll be able to catch up. All in all, AAPL is holding up well (currently $7 off the LoD).
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Post by dreamRaj on Sept 10, 2013 11:02:06 GMT -8
... but a $0 5C would have cemented it, in my opinion... I too was wishing that Apple would surprise the world with a lower price which would make the Android makers sh** in their pants. Frickin' destroy them! Remember in 2010 when most people were expecting the original Ipad to be introduced in the range of $699 and Apple shut everybody up with $499?
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Post by rickag on Sept 10, 2013 11:02:58 GMT -8
The iPhone 5S, in my mind is a home run, I will be buying to upgrade my 4S.
As I see it Apple could have gone 2 ways with the 5C.
Take the 4S internals for the 5C add a Lightning connector, upgrade the radio, maybe a few other minor upgrades. They could have even kept the smaller retina display. This would have been a grab for market share.
They chose to maintain or likely up their margins by basically downgrading the iPhone 5 with less expensive cases.
I am not criticizing their decision, as I previously posted, Apple does not consult me and have done extraordinarily well without my help or advise.
What I expect to happen is all the media and WS will irrationally punish AAPL, how much remains to be seen. If I remember correctly, there is still an EW count down around $470. We now wait for the first sales numbers to come after the first weekend the iPhones ship. I wish I could predict, but at this point it would be useless on my part.
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JDSoCal
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Post by JDSoCal on Sept 10, 2013 11:06:34 GMT -8
... but a $0 5C would have cemented it, in my opinion... I too was wishing that Apple would surprise the world with a lower price which would make the Android makers sh** in their pants. Frickin' destroy them! I'm sorry Raj, but I prefer a world wherein Samsung wants to be Apple, not the other way around. I'm all for a slightly lower-priced phone in Asia, but Samesung can keep their 15% margins.
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Mav
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Post by Mav on Sept 10, 2013 11:08:28 GMT -8
And remember, Apple always reserves the right to adjust pricing.
Fact is we don't ever know how many unlocked/unsubsidized iPhones are sold every year. But Apple knows, in excruciating detail. At day's end, I'm gonna trust Apple here.
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Mav
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Post by Mav on Sept 10, 2013 11:09:17 GMT -8
A flash-crash type deal. Huh. Well, my swing trade is probably back to light red. For now. Let's see what the China event brings.
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Post by Deleted on Sept 10, 2013 11:09:43 GMT -8
Because the US would never do anything suspect to get access to another countries Oil Now you are showing how little you know about the dynamics involved. The US is a net exporter of oil. This is due to tapping the North Dakota oil/gas fields (which we've known about for decades). Your natural gas bill has dropped almost 50% since these fields came on line in quantity about 5 years ago. The beneficiaries of regime change in Syria (apart from the people) are Europe (paying high prices to Russia - a near sole supplier) and the natural gas suppliers of Qatar and Saudi Arabia. Lower natural gas prices in Europe will do several things beneficial to Europeans: help stimulate the EU economy thereby lowering unemployment and increasing consumer spending on items produced in countries other than Russia. Taxation of that increased consumer spending will help reduce national debt, improving credit ratings and lowering sovereign costs of debt. These things benefit the US indirectly. For one, higher free spendable cash means greater sales of Apple products in Europe (which have been weak for the past year or so). Besides, if the US did not move to secure stable oil supplies, the populace would oust their political leaders because of price increases in just about everything we use, because all those products are dependent on the price/supply of oil. Were they a net exporter of Oil back in 2003 when they invaded Iraq? Oh wait, that wasn't for Oil...that was for the "weapons of mass destruction". As a Canadian, I wish the US wouldn't move to secure oil supplies...why do they think they're the police of the world? Are there injustices like Syria all of the world? Of course, and it's terrible...but there are plenty of starving children in the US (and Canada) and I think countries should focus on themselves first instead of trying to make everyone else's decisions.
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Post by Odd-Lot Richard on Sept 10, 2013 11:11:15 GMT -8
Did anyone predict a 64-bit a7 in the 5s?
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Post by tuffett on Sept 10, 2013 11:12:13 GMT -8
I too was wishing that Apple would surprise the world with a lower price which would make the Android makers sh** in their pants. Frickin' destroy them! I'm sorry Raj, but I prefer a world wherein Samsung wants to be Apple, not the other way around. I'm all for a slightly lower-priced phone in Asia, but Samesung can keep their 15% margins. Your analogy is a bit extreme. $0 on contract would still be a $450 (not cheap) phone, and I imagine some decent margins that would be made up on volume. Look at the difference in materials and hardware between the 5S and 5C. We know the 5S will have great margins. Don't you think the 5C could drop to $150 or $200 less than the 5S and still maintain healthy margins? It would expand the market considerably. I'm still holding out for different pricing in Asia. If that's the case then I'd be fine with the North American pricing structure.
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Post by Lstream on Sept 10, 2013 11:13:51 GMT -8
I too was wishing that Apple would surprise the world with a lower price which would make the Android makers sh** in their pants. Frickin' destroy them! I'm sorry Raj, but I prefer a world wherein Samsung wants to be Apple, not the other way around. I'm all for a slightly lower-priced phone in Asia, but Samesung can keep their 15% margins. +everything. Screw cheap.
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