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Post by appledoc on Sept 12, 2013 0:22:26 GMT -8
Looking for 447 to 454 as the stopping point. The next few days will probably be reminiscent to Jan 13.
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Post by Deleted on Sept 12, 2013 1:00:17 GMT -8
First hour of PM trading looking like yesterday's after hours - small move up.
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Post by Deleted on Sept 12, 2013 1:40:39 GMT -8
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aapldamus
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Post by aapldamus on Sept 12, 2013 1:53:02 GMT -8
Up or flat today & tomorrow my WAG. Good preorder #s over the weekend would be fantastic (has AAPL always released preorder #s for iphones?). Carl Icahn dinner with Tim this month, perhaps another bump. The selloff was overreaction, me thinks. 469.90 thus far this AM (0551 EST).
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Post by phoebear611 on Sept 12, 2013 2:59:15 GMT -8
I worry that the pre-orders won't be great because of the small price difference between the two phone versions (5C/5S). So it is not inconceivable that we see disappointing pre-orders. At this point I rule nothing out. That being said, once the 5S becomes available, I believe we'll blow the doors off on sales. All the focus in this announcement was on the 5C price and hardly anything was said on the 5S. I'm hoping that as techies play with it and review it, we begin to see more positive commentary. Not sure about others but it continues to bother me that other companies like AMZN and Samesung, etc. do not differentiate the sales of all their products - or products within the products. Yet, AAPL gives you enough minutia that someone is bound to pick it apart. They should all be held to the same standard - and yes, I know we hold AAPL to a higher standard - but I would not have a problem if they decided to go the route of everyone else. Of course, they never will because once you have provided the transparency, it is rare to go back. But, one can only imagine how much more positive it would sound if they played their cards closer to the vest and discussed it as an overall positive like the other companies do. Bezos is the wizard of that type of delivery. Yesterday evening Cramer (who, like most of you, is an idiot in many respects) commented about something that I had been saying to my husband which was -- "What happened to all the OMG products that TC said he was delivering this fall?" -- these products are good but they are not "OMG great". A CEO should under-promise and over-deliver ... not the other way around. And please TC, stop using the word "incredible" so many times in one sentence...surely in the English language there are other adjectives available. I guess I'm sounding a bit frustrated but to be honest, they have put themselves in this "show me you can still innovate" situation....starting from the maps fiasco and then snowballing from there on. Something needs to be introduced that is GREAT...and not just improvements on the old products. Just my humble opinion.
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Post by Deleted on Sept 12, 2013 3:08:00 GMT -8
CNBC anchor just said that Walmart will be offering the iPhone 5C for $79, and the 5S for $189.
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Post by Deleted on Sept 12, 2013 3:21:01 GMT -8
Hilarious - Samsung has freaked out! Senior management telling Korean media that their future smartphones will also be 64 bit!
Just a little problem with that statement: Android doesn't have a 64 bit version, and no 64 bit apps.
Its a nice way for samsung to kill sales of its own premium phones though (including the Note 3 which hasn't even been released yet).
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Post by phoebear611 on Sept 12, 2013 3:24:25 GMT -8
CNBC anchor just said that Walmart will be offering the iPhone 5C for $79, and the 5S for $189. Isn't that cheaper than AAPL offers it?
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Post by lovemyipad on Sept 12, 2013 3:45:52 GMT -8
Looking for 447 to 454 as the stopping point. The next few days will probably be reminiscent to Jan 13. That drop had a 63% retrace (up).
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aapldamus
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Post by aapldamus on Sept 12, 2013 4:31:37 GMT -8
Walmart is also offering a smartphone trade in credit, I believe between $50-$200 depending on brand/model/condition. That could also play to selling more iphone units.
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Post by Lstream on Sept 12, 2013 4:53:42 GMT -8
Quote of the week. ;D ;D Yesterday evening Cramer (who, like most of you, is an idiot in many respects) ;D ;D
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Post by Red Shirted Ensign on Sept 12, 2013 4:59:35 GMT -8
Quote of the week. ;D ;D Yesterday evening Cramer (who, like most of you, is an idiot in many respects) ;D ;D When I read something like this I can never decide if I want to be in with the cool kids or the outsider..
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Post by gvsmitty19 on Sept 12, 2013 5:02:46 GMT -8
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Post by Red Shirted Ensign on Sept 12, 2013 5:03:51 GMT -8
Walmart is also offering a smartphone trade in credit, I believe between $50-$200 depending on brand/model/condition. That could also play to selling more iphone units. With every retail entity touting new repurchase programs, expect plenty of competition and puffing on which is "best". All good for Apple. When Ken's tire and lube gives me a new 5s in the new "tire grey” color in exchange for my 4s and throws in a tire rotation...I'll know the programs are mature.
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chinacat
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Post by chinacat on Sept 12, 2013 5:14:41 GMT -8
Yesterday evening Cramer (who, like most of you, is an idiot in many respects) commented about something that I had been saying to my husband which was -- "What happened to all the OMG products that TC said he was delivering this fall?" -- these products are good but they are not "OMG great". A CEO should under-promise and over-deliver ... not the other way around. And please TC, stop using the word "incredible" so many times in one sentence...surely in the English language there are other adjectives available. I guess I'm sounding a bit frustrated but to be honest, they have put themselves in this "show me you can still innovate" situation....starting from the maps fiasco and then snowballing from there on. Something needs to be introduced that is GREAT...and not just improvements on the old products. Just my humble opinion. Not picking on you, Phoebes, as many others seem to be singing the same tune, but... A Holy Grail for several years has been a phone with a fingerprint sensor. Many here were convinced that it could not be presently shrunk enough to even be fit into a phone yet. Apple not only solves that but produces an implementation which appears to be more elegant and technically superior than anything even discussed, opening doors on several new revenue fronts. Add in the first full 64-bit architecture for a phone, which no one was even contemplating, and I just don't see how anyone can say that the 5S is not "OMG great." I guess until Apple produces a phone that can read your mind, many people will never be satisfied. The differences between Apple and Samesung products are substantial and important. And only one of those companies sets the pace.
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Post by calvinav on Sept 12, 2013 5:14:49 GMT -8
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Post by Red Shirted Ensign on Sept 12, 2013 5:17:39 GMT -8
When you hear the 5s described by Apple execs as our "most forward looking phone ever", its role as the foundation of many great new things coming seems clear to me.
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Post by Lstream on Sept 12, 2013 5:26:07 GMT -8
Yesterday evening Cramer (who, like most of you, is an idiot in many respects) commented about something that I had been saying to my husband which was -- "What happened to all the OMG products that TC said he was delivering this fall?" -- these products are good but they are not "OMG great". A CEO should under-promise and over-deliver ... not the other way around. And please TC, stop using the word "incredible" so many times in one sentence...surely in the English language there are other adjectives available. I guess I'm sounding a bit frustrated but to be honest, they have put themselves in this "show me you can still innovate" situation....starting from the maps fiasco and then snowballing from there on. Something needs to be introduced that is GREAT...and not just improvements on the old products. Just my humble opinion. Not picking on you, Phoebes, as many others seem to be singing the same tune, but... A Holy Grail for several years has been a phone with a fingerprint sensor. Many here were convinced that it could not be presently shrunk enough to even be fit into a phone yet. Apple not only solves that but produces an implementation which appears to be more elegant and technically superior than anything even discussed, opening doors on several new revenue fronts. Add in the first full 64-bit architecture for a phone, which no one was even contemplating, and I just don't see how anyone can say that the 5S is not "OMG great." I guess until Apple produces a phone that can read your mind, many people will never be satisfied. The differences between Apple and Samesung products are substantial and important. And only one of those companies sets the pace. Agreed. The 5S is hugely innovative, if you peel back the covers, look inside, and consider the totality of what has been done here. I think the world has been lulled into simplistic thinking that if it is still a rectangle with rounded corners, then it cannot be innovative, no matter what is inside.
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Post by redinaustin on Sept 12, 2013 5:30:51 GMT -8
Yesterday evening Cramer (who, like most of you, is an idiot in many respects) commented about something that I had been saying to my husband which was -- "What happened to all the OMG products that TC said he was delivering this fall?" -- these products are good but they are not "OMG great". A CEO should under-promise and over-deliver ... not the other way around. And please TC, stop using the word "incredible" so many times in one sentence...surely in the English language there are other adjectives available. I guess I'm sounding a bit frustrated but to be honest, they have put themselves in this "show me you can still innovate" situation....starting from the maps fiasco and then snowballing from there on. Something needs to be introduced that is GREAT...and not just improvements on the old products. Just my humble opinion. Not picking on you, Phoebes, as many others seem to be singing the same tune, but... A Holy Grail for several years has been a phone with a fingerprint sensor. Many here were convinced that it could not be presently shrunk enough to even be fit into a phone yet. Apple not only solves that but produces an implementation which appears to be more elegant and technically superior than anything even discussed, opening doors on several new revenue fronts. Add in the first full 64-bit architecture for a phone, which no one was even contemplating, and I just don't see how anyone can say that the 5S is not "OMG great." I guess until Apple produces a phone that can read your mind, many people will never be satisfied. The differences between Apple and Samesung products are substantial and important. And only one of those companies sets the pace. Put another way you have to hit WS over the head with a new iName or form factor for them to see innovation.
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Post by rezonate on Sept 12, 2013 5:33:19 GMT -8
OK, this has been run around here many times before, but it bears repeating as we collectively address the naysayers and pundits who concentrate totally on the price of the 5c. Apple does not care about price, they care about margins. Nobody is clamoring for Tesla to produce a cheap electric car "for emerging markets." Nobody seems to care that BMW and Mercedes have never built a sub-$10,000 automobile for the mass market. Apple produces luxury-level electronic devices. If you want that level of quality, you'll save pennies for an extra month or two and then go buy it. Buyer's remorse for a luxury product is almost non-existent, especially if purchased from a company with robust wrap-around support and rabid dedication to customer service.
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Post by Red Shirted Ensign on Sept 12, 2013 5:37:17 GMT -8
470 being battled for. If we should climb over 473....thin air above.
Too much to hope?
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chinacat
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Post by chinacat on Sept 12, 2013 5:50:25 GMT -8
I forgot to include the M7, which not only improves the 5S in several obvious and subtle ways, but also provides a clue about how far along Apple's wearables program may be.
"Can't innovate my a$$!"
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Post by nathanstevens on Sept 12, 2013 5:55:36 GMT -8
Yesterday evening Cramer (who, like most of you, is an idiot in many respects) commented about something that I had been saying to my husband which was -- "What happened to all the OMG products that TC said he was delivering this fall?" -- these products are good but they are not "OMG great". A CEO should under-promise and over-deliver ... not the other way around. And please TC, stop using the word "incredible" so many times in one sentence...surely in the English language there are other adjectives available. I guess I'm sounding a bit frustrated but to be honest, they have put themselves in this "show me you can still innovate" situation....starting from the maps fiasco and then snowballing from there on. Something needs to be introduced that is GREAT...and not just improvements on the old products. Just my humble opinion. Not picking on you, Phoebes, as many others seem to be singing the same tune, but... A Holy Grail for several years has been a phone with a fingerprint sensor. Many here were convinced that it could not be presently shrunk enough to even be fit into a phone yet. Apple not only solves that but produces an implementation which appears to be more elegant and technically superior than anything even discussed, opening doors on several new revenue fronts. Add in the first full 64-bit architecture for a phone, which no one was even contemplating, and I just don't see how anyone can say that the 5S is not "OMG great." I guess until Apple produces a phone that can read your mind, many people will never be satisfied. The differences between Apple and Samesung products are substantial and important. And only one of those companies sets the pace. +1
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Post by sponge on Sept 12, 2013 6:04:22 GMT -8
Everyone should watch the Huberty interview.
She does not see a deal with CM for two years because it is not needed. The new chips fix the old problems of compatibility.
Gregg mentioned yesterday that starting Sept 20, CM can buy the iPhone 5C and 5S. They are not subsidized and Huberty said that accounts for 70% of Chinese iPhone sales.
Margins and sales will grow.
Mercel needs to post the coilled spring pictures.
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Post by rezonate on Sept 12, 2013 6:22:19 GMT -8
I forgot to include the M7, which not only improves the 5S in several obvious and subtle ways, but also provides a clue about how far along Apple's wearables program may be. "Can't innovate my a$$!" CC, you nailed it. The M7 is the sleeper tech that'll be driving Apple's product map for the next five years.
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Post by phoebear611 on Sept 12, 2013 6:24:30 GMT -8
I defer to the technology depth of knowledge on this Board as far as the bells and whistles on he 5S. If to the lay person (like me and the media) this was FAR from evident in the presentation ... Then the presentation and the spin is poor. I don't want to compare it to SJ because it is not fair but it is not a presentation that communicates the OMG factor whatsoever. Again, my opinion.
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Post by electrobuzz on Sept 12, 2013 6:29:57 GMT -8
Interesting to see where Google and Apple chose to focus with their "co-processors"
Moto X is using low powered cores to listen for voice commands and speech. Apple is using the M7 for tracking motion.
Just shows where the priorities of these companies lie.
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Post by doublerainbow on Sept 12, 2013 6:32:13 GMT -8
so this fingerprint sensor / touch ID technology.... I'm sure apple has a patent on it right? not saying it'll stop samsung from copying it exactly but that could be a deterrent to how / how long they will be able to copy it 'successfully'?
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coma
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Post by coma on Sept 12, 2013 6:39:54 GMT -8
so this fingerprint sensor / touch ID technology.... I'm sure apple has a patent on it right? not saying it'll stop samsung from copying it exactly but that could be a deterrent to how / how long they will be able to copy it 'successfully'? From my understanding, Apple purchased authentec for the patents and also patented the technology to produce the sensor.
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Post by rezonate on Sept 12, 2013 7:01:51 GMT -8
Phoebear, I hear you about the lack of lay-person tech messaging. Apple likes to hide things in plain sight. Like a magician, it's misdirection. They flash up something like the M7, do 3 seconds on how your fingerprint can authorize a purchase in the iTunes store. These little things are seen by only a few who follow the keynotes, and understood by a subset of even those. Those details will not drive AAPL at all, especially short term. But they are hints that look obvious several years down the road as the drivers of tech.
Remember the Fingerworks acquisition in 2005? We now have multi-touch on iDevices, magic mouse, trackpads and laptops. In eight years will we see Touch ID on phones, watches, cars, TV remotes, game controllers, cameras, door locks, sports tickets and credit cards?
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