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Post by Red Shirted Ensign on Sept 19, 2013 6:25:56 GMT -8
I'm in London and Rome for some business and fun. Truly enjoying reading the past few day's comments.
Rob, our regular London correspondent, can theory far better than I on interest in Great Britain but I saw it. Had a fun chat with the manager of the Apple store in Bath. He was getting all regular customers ready for Friday. Said these are the kinds of days he feels like royalty. He is everybody's best friend .. Until the products run out.
Rome next
Excelsior!
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Post by nagrani on Sept 19, 2013 6:29:18 GMT -8
Part of wants to take my big gains and go back to being an intelligent investor. Another part of me wants to ride this baby. Think about this - apple was at 500+ last week and got bitch slapped. Shouldn't apple at least get to 485 this week. Jesus. Decisions. Decisions.
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Post by qualitywte on Sept 19, 2013 6:53:32 GMT -8
I can't understand why Pandora stock is rising thru all this??? Because iTunes Radio is only available in the US. As numerous UK friends have been bitching about all morning. So the logic is Apple takes a chunk of Pandora's US pie, thus causing their remaining slices to grow?
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Post by Deleted on Sept 19, 2013 6:55:54 GMT -8
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Post by Deleted on Sept 19, 2013 7:06:37 GMT -8
Part of wants to take my big gains and go back to being an intelligent investor. Another part of me wants to ride this baby. Think about this - apple was at 500+ last week and got bitch slapped. Shouldn't apple at least get to 485 this week. Jesus. Decisions. Decisions. Excuse me for my lack of jubilation with Apple trading under $500, even $600. If an exit feels good here, I'd do it, because WS simply isn't reliable.
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Post by Deleted on Sept 19, 2013 7:06:42 GMT -8
The thing the public always forgets is that AAPL does not count it as a sale until it is in the hands of the consumer. I need to sign for it with the UPS man before it is incorporated as a sale because it is at that point in time that there is a legal transfer of ownership. There are many companies that word things differently and as soon as your credit card is charged and the item is shipped, they call it a sale. If AAPL is going to hold to the letter of the law on their calculations...I wish they would give us a category of sales and then classify the others as having orders for X amount....or something like that. I fear expectations are getting very lofty (at this point it seems anything under 7 million would not be positive). Again, this company is always held to higher standards. I guess we will know soon enough. Phoebear, delivery rules aren't that cut and dried. It depends on who is paying the shipping charges. If the customer is paying the freight delivery occurs when the item is handed to the customers agent (UPS/FedEx), and vice versa. I do not think 7,000,000 units is frothy. Last year 1st weekend sales were 5 million, but that did not include China. China first weekend sales (2 months later) were 2,000,000, but they did not include a China Mobile compatible iPhone. Now throw in DoCoMo, a $549 iPhone 5C (which is better than the outgoing iPhone 5) and an iPhone that addresses all of the EU's LTE networks, and you have a compelling argument for >7,000,000 units.
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Post by sponge on Sept 19, 2013 7:07:05 GMT -8
As soon as I saw that quote, I knew our great philosopher Gregg, would quickly chime in. TC and company know what they are doing and I. Have complete faith in their management style and long term plans. My kids came from school talking about iOS 7, and even my younger cousins were talking about it yesterday. This iOS is bigger then I even imagined
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Post by jmolloy on Sept 19, 2013 7:17:25 GMT -8
So the logic is Apple takes a chunk of Pandora's US pie, thus causing their remaining slices to grow? Nope. It was kind of meant in jest. Unlike the people in the UK who were super stoked for iTunes Radio in the iOS7 update to find that it wasn't for them.
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icam
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Post by icam on Sept 19, 2013 7:17:37 GMT -8
Bloomberg TV now discussing Bloomberg magazine article hitting news stands tonight. Very very positive on the goings on at Apple. It's the cover story of the mag. A sit down interview with Cook and Ive. There's more, but a couple big takeaways are Margins, margins, margins and we're not interested in going into the commodity business.
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Post by sponge on Sept 19, 2013 7:31:50 GMT -8
Bloomberg TV now discussing Bloomberg magazine article hitting news stands tonight. Very very positive on the goings on at Apple. It's the cover story of the mag. A sit down interview with Cook and Ive. There's more, but a couple big takeaways are Margins, margins, margins and we're not interested in going into the commodity business. You all need to watch the interview with the reporter. It is on their App. Excellent commentary on the emerging markets This stock is so cheap right now. I think Apple will blow us and WS away in their innovation which only consumers appreciate right now.
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Post by aapl4kiki on Sept 19, 2013 7:37:53 GMT -8
I can't understand why Pandora stock is rising thru all this??? +1!
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Post by Deleted on Sept 19, 2013 7:44:46 GMT -8
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Post by Lstream on Sept 19, 2013 8:05:43 GMT -8
Really?! CNN exploiting tragedy to increase ratings is worse than CNBC Apple FUD!? Time for some perspective.
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Post by podboy on Sept 19, 2013 8:08:35 GMT -8
LOL at comparing the AAPL decline to a mass shooting. Get real.
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Post by Deleted on Sept 19, 2013 8:09:47 GMT -8
LOL at comparing the AAPL decline to a mass shooting. Get real. You missed my point completely. Accuracy is woeful in the financial media -- far worse.
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JDSoCal
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Post by JDSoCal on Sept 19, 2013 8:11:22 GMT -8
LOL at comparing the AAPL decline to a mass shooting. Get real. Analogy understanding fail. The point was about bad media coverage, not comparing shootings to Apple's stock price.
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Post by podboy on Sept 19, 2013 8:13:18 GMT -8
I now understand what you meant
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JDSoCal
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Post by JDSoCal on Sept 19, 2013 8:13:21 GMT -8
Samsung's new ad campaign is up, in case anyone is interested. Nice to see Demond Wilson working again.
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Post by Lstream on Sept 19, 2013 8:16:13 GMT -8
LOL at comparing the AAPL decline to a mass shooting. Get real. Analogy understanding fail. The point was about bad media coverage, not comparing shootings to Apple's stock price. I get the analogy, but even comparing the two in terms of scumbag behaviour is completely ridiculous in my opinion. CNN uses people dying to increase ratings even if the coverage is known to be complete garbage. And they admit it. That is far lower than any CNBC Apple coverage. No contest.
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Post by dreamRaj on Sept 19, 2013 8:20:02 GMT -8
Seee? All you have to do is ask.
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Post by leonb on Sept 19, 2013 8:21:43 GMT -8
Somehow this update has screwed up my contacts, so it insists on displaying, for example, "Dad" as "Dad surname" - and it only knows the surname because he uses iOS. I change it, it changes back. I really don't get the buzz about this update. And I didn't get why the hardware, genuinely impressive, was judged so harshly. The stock's going up, great - meanwhile my emails are all screwed up, without consistency.
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Mav
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Post by Mav on Sept 19, 2013 8:38:19 GMT -8
Good to see Apple more vociferous in defense and explanation of their company. The 25- point bounce is as inexplicable as the 50-point drop without twisting into a FUD pretzel. But if things blow over quickly that works fine for me. Island bottom now in play, though hey maybe 400 is too?
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Post by Deleted on Sept 19, 2013 8:39:51 GMT -8
Analogy understanding fail. The point was about bad media coverage, not comparing shootings to Apple's stock price. I get the analogy, but even comparing the two in terms of scumbag behaviour is completely ridiculous in my opinion. CNN uses people dying to increase ratings even if the coverage is known to be complete garbage. And they admit it. That is far lower than any CNBC Apple coverage. No contest. Whatever. The fact remains that Jon Stewart skewers poor media coverage where he sees it, including putting Cramer on the hot seat for his shenanigans. It's the lack of accuracy. We need more of this: www.thedailyshow.com/watch/thu-march-12-2009/jim-cramer-extended-interview-pt--1The biggest problem is apathy. Everyone moans about the failure of financial media but does nothing about it. I write to CNBC, Bloomberg, etc. with the time I have, but really, acceptance is complicity.
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Post by Lstream on Sept 19, 2013 8:46:00 GMT -8
acceptance is complicity. For you maybe, for me no. I don't consider myself complicit in the CNBC crap, because I choose not to make a public spectacle on how much I disagree with it. As soon as you write these jokers, they know you are watching, which is all that matters to them. They prefer you to be pissed off instead of apathetic.
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Post by calvinav on Sept 19, 2013 8:55:29 GMT -8
Interestingly, iPhone 5c's supplies seem to have improved since yesterday. The shipping estimates have gone from 3-5 days to 1-3 days now. Any explanation? store.apple.com/us/buy-iphone/iphone5c
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Post by macglenn on Sept 19, 2013 8:56:44 GMT -8
acceptance is complicity. For you maybe, for me no. I don't consider myself complicit in the CNBC crap, because I choose not to make a public spectacle on how much I disagree with it. As soon as you write these jokers, they know you are watching, which is all that matters to them. They prefer you to be pissed off instead of apathetic. +1
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Mav
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Post by Mav on Sept 19, 2013 8:57:52 GMT -8
Ben Evans, gimme a break.
"Nothing everywhere else?"
"New analysts ", hardly different from the old. You know who exactly who you play to with that line for that publication (BusinessWeek). Heh.
Horace plays to the crowd a bit. That Tero guy who I coulda sworn trolled AFB1 uses that net engagement metric crap (where's Key Lime Pie people)...
Anyway. Good to see AAPL at 475.
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Post by jdrizzo89 on Sept 19, 2013 8:58:48 GMT -8
Will iphone 5s be open for orders at midnight tonight?
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Post by artman1033 on Sept 19, 2013 8:59:01 GMT -8
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Post by artman1033 on Sept 19, 2013 10:00:00 GMT -8
In other news:
There appear to be earthquakes in Japan AND California.
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