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Post by Red Shirted Ensign on Sept 13, 2013 12:00:36 GMT -8
I have no idea if this metric is valid, but if it is, demand is great.. 9to5mac.com/2013/09/13/some-iphone-retailers-seeing-double-the-demand-they-saw-at-last-years-launch/“The demand for the new iPhone 5c and 5s has been truly phenomenal in the first few days of pre-registration. We have already seen double digit growth in pre-registrations compared to the same period for iPhone 5 last year, and with the exceptional rate in which we are receiving these, we are predicting that the new handsets will set a record as generating the most pre-registrations ever at Phones 4u,” said Scott Hooton, Chief Commercial Officer at Phones 4u. He added: “To date, this interest has also shown that 75 per cent are intending to purchase the new iPhone 5c or 5s on 4G, so not only are we expecting pre-orders of the iPhone 5c to go through the roof this weekend, we are gearing up for an exceptionally busy launch day on 20th September, when both officially go on-sale at Phones 4u stores across the country and online.”
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Post by dreamRaj on Sept 13, 2013 12:02:07 GMT -8
Bought the F'in dips these past three days.. Added to my positions in
Jan 2015 500 @ $48 Apr 2014 600 @ $7.5 Jan 2014 600 @ $3.0
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Post by Deleted on Sept 13, 2013 12:04:23 GMT -8
Sorry, stopped listening after 10 minutes. These are the same old pricing arguments we've heard for decades. The one thing, in my mind, that most everyone is forgetting, is the single most important difference between a one year old iPhone 5 and the new iPhone 5C. The iPhone 5 will not operate, with full support, on China Mobile's TD-SCDMA network. The closest the 5 gets to working on China Mobile's network is a jail broken Verizon CDMA iPhone. If Apple had not discontinued the iPhone 5, and continued with its past product/pricing migration strategy, China Mobile would not see a "discounted" iPhone for another year, just as Verizon didn't see a "discounted" iPhone for a year after signing on. Creating a "discounted", highly differentiated (plastic chassis) iPhone that works on China Mobile's network is an obvious share grab by Apple. Yesterday, Samsung may have announced its own 64 bit initiative, but what scares the byjesus crap out of them is the 5C on China Mobile's network. These subscribers have already shown they will pay upwards of US$1200 for a crippled iPhone. Now what will they do to a full function/featured iPhone that costs nearly US$500 less? For that answer all you need do is look at what DoCoMo did a month before signing up to carry the iPhone. They dropped Samsung's entire product line. tinyurl.com/DoCoMo-Drops-SamsungGalaxy S(x) was not stemming the tide of lost customers at DoCoMo. Galaxy S(x) was not stemming the tide of lost customers at China Mobile. To the contrary, of China Mobile 3G subscribers (most valuable) that remained with the carrier, ~25% were purchasing over priced, crippled iPhones on the grey market, vs a Galaxy S (x) offering.
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Mav
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Post by Mav on Sept 13, 2013 12:07:26 GMT -8
The X factor is China Mobile. There's an "established gray market" ;D for iPhone, and being able to buy the certain-TD-LTE band edition at _normal_ unsubsidized price and wait for China Mobile to support it could mean a surprising number of sales to China Mobile subs even before the likely official launch.
Tim and Co. must be happier with iPhone 5C's reception in Hong Kong. That was a "problem area" last quarter.
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Deleted
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Post by Deleted on Sept 13, 2013 12:08:49 GMT -8
Well, that's the 23rd. As far as this weekend - we'll see if Apple has anything to say on pre-order numbers. There is no way Apple is going to say ANYTHING about pre-sales before Sept. 23rd. The only thing we will ship is extended ship dates.
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Post by terps530 on Sept 13, 2013 12:13:08 GMT -8
close right around 465 looks to be right on the 50day sma support, with the 200day a bit lower at 462ish. im assuming it will be not fun for a bit if that doesn't hold up on monday.
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Deleted
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Post by Deleted on Sept 13, 2013 12:13:48 GMT -8
I have no idea if this metric is valid, but if it is, demand is great.. 9to5mac.com/2013/09/13/some-iphone-retailers-seeing-double-the-demand-they-saw-at-last-years-launch/“The demand for the new iPhone 5c and 5s has been truly phenomenal in the first few days of pre-registration. We have already seen double digit growth in pre-registrations compared to the same period for iPhone 5 last year, and with the exceptional rate in which we are receiving these, we are predicting that the new handsets will set a record as generating the most pre-registrations ever at Phones 4u,” said Scott Hooton, Chief Commercial Officer at Phones 4u. He added: “To date, this interest has also shown that 75 per cent are intending to purchase the new iPhone 5c or 5s on 4G, so not only are we expecting pre-orders of the iPhone 5c to go through the roof this weekend, we are gearing up for an exceptionally busy launch day on 20th September, when both officially go on-sale at Phones 4u stores across the country and online.” I didn't think to check my sources at ATT. Looks like I have a reason to go outside today. editAdding a thought, this is in a market that has had access to the iPhone for many years, not like China Mobile or DoCoMo (combined 3G subscriber base ~217,000,000). Isn't that more than total subscribers in the US?
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Post by lovemyipad on Sept 13, 2013 12:24:54 GMT -8
I liked 465 a whole lot better on the way UP...
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Post by ibuyer on Sept 13, 2013 12:26:29 GMT -8
No income tax and corporate tax? Where is your source? My own experience of maintaining an export manufacturing facility in Chengdu and sales offices in Beijing (imported surplus communications equipment from US to China) from 1997 to 2002. Paid no income tax on profits derived from Chengdu, paid sales tax on sales of imported and/or consumed goods. One of my communications systems powers the Empress' Summer Palace in Beijing (at least it did until 2002). 2002! a lot has changed since 2002.
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Post by ibuyer on Sept 13, 2013 12:28:21 GMT -8
... One of my communications systems powers the Empress' Summer Palace in Beijing (at least it did until 2002). That's fascinating, I've never been to Asia. Must have been an experience. You should visit China, India and ASEAN and it would greatly educational to see what the 10X the US population lives.
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Post by ibuyer on Sept 13, 2013 12:29:36 GMT -8
I liked 465 a whole lot better on the way UP... Can you pls do a nice chart over the weekend?
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Post by Deleted on Sept 13, 2013 12:44:42 GMT -8
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Post by rickag on Sept 13, 2013 12:45:23 GMT -8
That's fascinating, I've never been to Asia. Must have been an experience. You should visit China, India and ASEAN and it would greatly educational to see what the 10X the US population lives. Maybe someday. Looks like my 4th vacation in 27 years is being set by my better half for a cruise next May on the Royal Clipper along the western side of Italy or along the eastern side of Italy over around Montenegro & Croatia.
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Post by lovemyipad on Sept 13, 2013 12:50:44 GMT -8
close right around 465 looks to be right on the 50day sma support, with the 200day a bit lower at 462ish. im assuming it will be not fun for a bit if that doesn't hold up on monday. Concur. Unless it's a fast spike down with just as fast of a reversal.
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Post by lovemyipad on Sept 13, 2013 12:51:08 GMT -8
I liked 465 a whole lot better on the way UP... Can you pls do a nice chart over the weekend? Yes!!
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aapldamus
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Post by aapldamus on Sept 13, 2013 14:02:42 GMT -8
Ordered my iphone 5s element case, now just need online ordering to open up at apple.com to order the shiny new 5s in black Gotta help contribute to the Apple sales #s, you know, to help the stock do better
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Post by macziggy on Sept 13, 2013 14:13:40 GMT -8
Good piece in The New Yorker today about how Twitter will change in the future with more emphasis on mobile, including how it will look on the new iOS 7 debuting on Wednesday. HERE
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Mav
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Post by Mav on Sept 13, 2013 14:53:34 GMT -8
More emphasis on monetizing tweets too, of course. Can't wait! #freeisntfree #butheyisignedupanyway #maybe-they'll-start-allowing-hashtag-punctuation
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Post by Deleted on Sept 13, 2013 15:19:11 GMT -8
This is what I think is behind no pre-ordering the 5s:
The finger print sensor is new technology and customers don't know how it works. It's better for Apple staff to provide assistance with setup at point of sale. If there are any issues, they can be handled easier (and immediately) in the store than over the phone with Apple customer support. There will probably be even a small subset of customers whose fingerprints don't register well -- Apple staff are best able to make that determination on the spot. If necessary, they can slide the customer over to the 5c if the 5s isn't going to work for them.
The fact that the 5c gets a full week of pre-orders is a bonus, permitting Apple to gauge demand and sell more than they might otherwise since it's not sharing the stage with the 5s.
Apple KNOWS the drill on launch days. If one is willing to wait in line, there's a very good chance you'll get one next Friday. If Apple evenly splits supply among the colors, the space gray will likely sell out first, at least in the US. Your chances will likely improve if you want white.
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Post by phoebear611 on Sept 13, 2013 15:22:14 GMT -8
This is what I think is behind no pre-ordering the 5s: The finger print sensor is new technology and customers don't know how it works. It's better for Apple staff to provide assistance with setup at point of sale. If there are any issues, they can be handled easier (and immediately) in the store than over the phone with Apple customer support. There will probably be even a small subset of customers whose fingerprints don't register well -- Apple staff are best able to make that determination on the spot. If necessary, they can slide the customer over to the 5c if the 5s isn't going to work for them. The fact that the 5c gets a full week of pre-orders is a bonus, permitting Apple to gauge demand and sell more than they might otherwise since it's not sharing the stage with the 5s. Apple KNOWS the drill on launch days. If one is willing to wait in line, there's a very good chance you'll get one next Friday. If Apple evenly splits supply among the colors, the space gray will likely sell out first, at least in the US. Your chances will likely improve if you want white. I have a major problem with this - I have always had hard to read fingerprints. Having worked for major banks/broker dealers in my career I would need to get finger-printed upon employment and they struggled with it. If that is any indication of what awaits me I will have the biggest hissy fit ever. I WANT MY 5S!
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Mav
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Post by Mav on Sept 13, 2013 15:28:01 GMT -8
I get the 5C rationale, but as for the 5S, I dunno Mercel.
The way I see it in the Touch ID videos/hands-on videos from the media, it's simple as heck with clear instructions and a very obvious "scanner UI". If you can't figure out how to touch the sensor in various ways and at a few different angles while keeping contact with the steel ring...
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Post by Deleted on Sept 13, 2013 15:39:41 GMT -8
I get the 5C rationale, but as for the 5S, I dunno Mercel. The way I see it in the Touch ID videos/hands-on videos from the media, it's simple as heck with clear instructions and a very obvious "scanner UI". If you can't figure out how to touch the sensor in various ways and at a few different angles while keeping contact with the steel ring... Jim Dalrymple and John Gruber had no issues with it. PED did. That's a VERY small sample, but it may not be so much as the learning curve but people like PED and Phoebes.
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Deleted
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Post by Deleted on Sept 13, 2013 15:50:12 GMT -8
I have always had hard to read fingerprints. Having worked for major banks/broker dealers in my career I would need to get finger-printed upon employment and they struggled with it. If that is any indication of what awaits me I will have the biggest hissy fit ever. I WANT MY 5S! Your problem is with reading the "surface" of your fingerprint. Apple's tech reads the living tissue below that layer. This is far more accurate, than traditional fingerprint methods.
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Post by phoebear611 on Sept 13, 2013 16:23:57 GMT -8
Ok - hope you're right - I will let you know how I make out that day but now I will REALLY be anxiously awaiting the 20th.
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