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Post by qualitywte on Sept 20, 2013 13:36:29 GMT -8
Supply really was 'grotesque'. I still think it is priced in, more or less. Hopefully there is some upside surprise on 5c sales. We dont know that for sure. Why don't we just wait until we hear the numbers. The media and analysts are making fools of themselves by trying to predict sales based on isolated snippets of information. Let's just wait and see. Do you really think Apple would introduce a new phone and not be prepared to meet demand. And do you really think Apple didn't have any clue what demand might be?
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Post by Deleted on Sept 20, 2013 13:37:30 GMT -8
How DARE Apple have the unmitigated gall to launch in China on Day One. The Chinese will remember this slight, this marketing stunt. Some gift getting the iPhone weeks early. And this idiot reservation system. No scalpers! No more egg throwing! And how dare Apple launch a product to insufficient supply when initial demand tends to be around 30-40M units... How dare Apple use us all for publicity and product ramp-up guinea pigs. Wait a month and THEN launch with full supply and 24-hour Apple Store hours next time, chumps! C'mon, people. Cheers.
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Post by Deleted on Sept 20, 2013 13:42:18 GMT -8
Apple isn't perfect, but we don't know the real world challenges with the A7 chip and fingerprint sensor. Those who are critical of iPhone supplies: Would you rather have had Apple waited until October? They could have done that but not without equally vociferous second guessing Apple's decision to delay a launch outside the FQ4 quarter. Think about it, Apple launched two key upgrades that no competitor has or will have for at least a year. Personally, I'm glad we have these units in FQ4 or we might be climbing out of a deeper hole today. Cheers and a hearty FU to all those that want it both ways.
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Post by ericinaustin on Sept 20, 2013 13:45:02 GMT -8
If we're going brush off complaints as being first world problems then this entire board should cease to exist. Simply being able to own apple stock is a privilege, having an internet connection is a privilege so don't complain about anything! I'll be sure to respond in kind whenever you're dissatisfied about something, Mav. You'll see it gets old fast. Yes, caveat emptor and all that, but to be the first to line up at a store and expect to get your phone before October/November is not an unreasonable expectation given the fact that Apple knows there will be demand and this is not their first time at the rodeo. By the way, Apple is by and large a first world company that caters to first world consumers. They'd be unwise to follow your logic of "first world problems lol" Ahhh, I love to hear people bitch about having to wait to get their new iPhone . Always makes me want to buy naked calls.
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Post by nathanstevens on Sept 20, 2013 13:48:24 GMT -8
If we're going brush off complaints as being first world problems then this entire board should cease to exist. Simply being able to own apple stock is a privilege, having an internet connection is a privilege so don't complain about anything! I'll be sure to respond in kind whenever you're dissatisfied about something, Mav. You'll see it gets old fast. Yes, caveat emptor and all that, but to be the first to line up at a store and expect to get your phone before October/November is not an unreasonable expectation given the fact that Apple knows there will be demand and this is not their first time at the rodeo. By the way, Apple is by and large a first world company that caters to first world consumers. They'd be unwise to follow your logic of "first world problems lol" Ahhh, I love to hear people bitch about having to wait to get their new iPhone . Always makes me want to buy naked calls. +1
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Post by qualitywte on Sept 20, 2013 13:50:13 GMT -8
Damn TSLA... Looks like the only way to stop that rocket is for me to buy some of it!
(Oh yeah... I did and sold at around $40)
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Post by Deleted on Sept 20, 2013 13:53:42 GMT -8
I actually do have a lot of sympathy for Blackberry fans. I mean, what if Apple was in that kind of trouble. They better find a new platform soon though. It's not for lack of warning signs. I say Apple form a new consortium and buy up Blackberry's IP. Blackberry will be carved up as follows: MSFT's new CEO will abandon Gates'/Ballmer's "it has to be Windows" mantra, and will want a real mobile OS. Blackberry's QNX based OS is far better than anything MSFT currently offers. There might be value in Blackberry's production facilities and messaging/email network. A consortium will buy Blackberry's patent portfolio. The name might be sold to a Chinese manufacturer with designs of sell a "brand" low cost handset through Africa, Middle East and Asia. Governments and Enterprise accounts around the world will make a mass exodus for "something" offering comparable (or better) security. Gee, I wonder who that might be?
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Post by Deleted on Sept 20, 2013 14:00:09 GMT -8
I actually do have a lot of sympathy for Blackberry fans. I mean, what if Apple was in that kind of trouble. They better find a new platform soon though. It's not for lack of warning signs. I say Apple form a new consortium and buy up Blackberry's IP. Apple was in this shape in 1997. The Mac OS was antiquated, its hardware way over priced ($ to performance ratio), and its technology wasn't supported by the industry. Blackberry had 6 years to respond to the iPhone. The twins waited 3 years before doing anything substantive. When you consider what Jobs accomplished in the 6 years following his return (1997 - 2003), his stature as a BUSINESS MANAGER grows astronomically.
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Post by payrolldude on Sept 20, 2013 14:04:40 GMT -8
I showed up to my VZ store a 1/2 hour before opening, they opened early. 3 ppl in line ahead of me, picked up a 5s 64 with no hassle. Love it so far.
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Post by rob_london on Sept 20, 2013 14:05:16 GMT -8
"Cantor Fitzgerald analyst Brian White said he expects Apple to sell 6 million to 6.5 million of the new phones this weekend".
Not 6.66 million Brian?
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Post by pauls on Sept 20, 2013 14:08:42 GMT -8
Supply really was 'grotesque'. I still think it is priced in, more or less. Hopefully there is some upside surprise on 5c sales. We dont know that for sure. Why don't we just wait until we hear the numbers. The media and analysts are making fools of themselves by trying to predict sales based on isolated snippets of information. Let's just wait and see. Do you really think Apple would introduce a new phone and not be prepared to meet demand. And do you really think Apple didn't have any clue what demand might be? I know Apple has a clue. But yes, I do not think they are prepared for demand. That's not an opinion, that is large numbers turned away, or else leaving with 2nd or 3rd choice. I don't blame Apple. And I think their ability to adjust and ramp up is fantastic. Being short on Gold models in particular almost seems genius. The frenzy will have legs, not a bad thing.
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Deleted
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Post by Deleted on Sept 20, 2013 14:13:41 GMT -8
4 million after hours already. Are they done yet? In a one hour period 1.2 million shares changed hands in blocks larger than 1,000 shares. The share count between 1,000 and 5,000 amounted to less than 100,000 shares. This volume is being driven by the big boys. Now to figure out if its the sellers, or buyers, that made the right decision.
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Post by artman1033 on Sept 20, 2013 14:18:53 GMT -8
4 million after hours already. Are they done yet? In a one hour period 1.2 million shares changed hands in blocks larger than 1,000 shares. The share count between 1,000 and 5,000 amounted to less than 100,000 shares. This volume is being driven by the big boys. Now to figure out if its the sellers, or buyers, that made the right decision. As I understand it, it was due to a rebalance of the S&P 500 and all of the ETFs related to it.
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Deleted
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Post by Deleted on Sept 20, 2013 14:31:56 GMT -8
In a one hour period 1.2 million shares changed hands in blocks larger than 1,000 shares. The share count between 1,000 and 5,000 amounted to less than 100,000 shares. This volume is being driven by the big boys. Now to figure out if its the sellers, or buyers, that made the right decision. As I understand it, it was due to a rebalance of the S&P 500 and all of the ETFs related to it. I have no idea how rebalancing works or affects equities, but if rebalancing is forcing firms to shed shares of AAPL, then this selloff is artificial, and definitely short lived.
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Post by Deleted on Sept 20, 2013 14:52:12 GMT -8
Had 11 Apps awaiting upgrade. Summaries all indicated upgrades made App iOS7 compatible.
Selected Auto Update. I'm going to like this feature.
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Post by Deleted on Sept 20, 2013 15:43:14 GMT -8
I actually do have a lot of sympathy for Blackberry fans. I mean, what if Apple was in that kind of trouble. They better find a new platform soon though. It's not for lack of warning signs. I say Apple form a new consortium and buy up Blackberry's IP. Blackberry will be carved up as follows: MSFT's new CEO will abandon Gates'/Ballmer's "it has to be Windows" mantra, and will want a real mobile OS. Blackberry's QNX based OS is far better than anything MSFT currently offers. There might be value in Blackberry's production facilities and messaging/email network. A consortium will buy Blackberry's patent portfolio. The name might be sold to a Chinese manufacturer with designs of sell a "brand" low cost handset through Africa, Middle East and Asia. Governments and Enterprise accounts around the world will make a mass exodus for "something" offering comparable (or better) security. Gee, I wonder who that might be? There is no chance Microsoft abandons Windows Phone and buys Blackberry. It doesn't matter if QNX is a better OS, which it is. Microsoft cares about integration and Windows phone integrates much better with Microsoft Windows than QNX. Also, Blackberry is toast, but they are far away the unquestioned leader in mobile device security. Apple is not comparable or better, as much as we'd all love for that to be true. I'm not a blackberry fan, but I was a Blackberry Enterprise Admin for a few years in a past life, and I can can guarantee security they are second to none. If someone buys them out, it'll be primarily for their ip relating to mobile device security and compression.
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Post by lovemyipad on Sept 20, 2013 15:43:27 GMT -8
Premarket WHEEEEEEEEEE!!! Post-market opposite-of-whee: eeeeeeeehhhhhhhhwwwwww. (P.S. To Bud: where's my cookie?! ;D)
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Post by terps530 on Sept 20, 2013 15:43:32 GMT -8
woooo Target comes through. i get the last 16gb space gray. setting up this sex machine now !
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Post by Deleted on Sept 20, 2013 15:45:49 GMT -8
Had 11 Apps awaiting upgrade. Summaries all indicated upgrades made App iOS7 compatible. Selected Auto Update. I'm going to like this feature. Yes, you are. I don't know how many iPhones Apple reports on Monday, but if earlier surveys hold up measuring demand, the December quarter will be impressive.
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Ted
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Post by Ted on Sept 20, 2013 16:08:23 GMT -8
Meant to post this a couple days ago.
My son just entered Berkeley High, a racially mixed school of 3,200 kids. During an all-school meeting in the auditorium about a week ago, the subject of phone etiquette was raised. As an aside the teacher on stage asked how many kids had Android phones. My son said he saw about five or six hands poke up here and there. The teacher then asked how many people had iPhones and reportedly hundreds of hands shot up. "Even the kids pretending to be all ghetto have iPhone 5's," he said. Many of those kids aren't pretending either.
Also, on Wednesday, son Josh and two of his friends killed our home network by all trying to download iOS7. They're still talking about it today. I'd say Apple has the future pretty well tied up. BTW Josh wants a 5S - not the 5C I tried to push on him - but that's not surprising: he IS my son...
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Post by archibaldtuttle on Sept 20, 2013 16:08:51 GMT -8
I haven't seen anybody mention this, but I feel the huge software update that happened right before new iPhone went on sale might hurt sales by a certain percentage. I usually upgrade my iPhone every year, and had been planning on buying the 5s. But getting ios7 onto my 5 made me feel excited and satisfied about my 5 for another little while. It makes it feel like a whole new phone! I was really excited about the touch id, but realistically it doesn't really have a killer app yet until they get payments going... So I might just wait for the 6. I wonder if any 4s owners felt the same way, enough to hold onto their $200.
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Deleted
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Post by Deleted on Sept 20, 2013 16:27:44 GMT -8
Meant to post this a couple days ago. My son just entered Berkeley High, a racially mixed school of 3,200 kids. During an all-school meeting in the auditorium about a week ago, the subject of phone etiquette was raised. As an aside the teacher on stage asked how many kids had Android phones. My son said he saw about five or six hands poke up here and there. The teacher then asked how many people had iPhones and reportedly hundreds of hands shot up. "Even the kids pretending to be all ghetto have iPhone 5's," he said. Many of those kids aren't pretending either. Also, on Wednesday, son Josh and two of his friends killed our home network by all trying to download iOS7. They're still talking about it today. I'd say Apple has the future pretty well tied up. BTW Josh wants a 5S - not the 5C I tried to push on him - but that's not surprising: he IS my son... Thanks for sharing. Incidentally, I was at an ATT store picking up my 5s and noticed the lonely Moto X. Anyone choosing between the 5c and Moto X is going to have an easy time of it. The Moto X feels like junk in the hand compared to the 5c -- I'm not exaggerating. The 5s is for those wanting the latest and greatest.
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Post by Iceage on Sept 20, 2013 16:32:51 GMT -8
Well, I didn't upgrade my 5. Me and my son had 16gb's and my wife has a 32gb 4S. Both my son and myself wanted bigger memory. Here is how things played out;
(1) sold my 5 on eBay for $575. (2) sold my wife's 4S locally for $375 (3) bought a 32 gb iPhone 5 in a sealed box on eBay for $400 (4) bought locally an iPhone 5 64gb mint condition for $450. (5) my wife got my son's iPhone 5
In summary, we traded a 4S 32gb and an iPhone 5 16gb for an iPhone 5 32gb and an iphone 5 64 gb for a total cost of $0 after eBay commission and shipping!
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Post by phoebear611 on Sept 20, 2013 16:49:53 GMT -8
Hey folks - FWIW this is what I think happened this afternoon - especially at the close. There was an S&P rebalancing today. It was announced in passing on your most hated station CNBC. I didn't hear it but a friend mentioned to me that someone on CNBC (she didn't know who it was) said that AAPL's shares had been reduced by 3% and so the funds needed to make their adjustments as well. The S&P is an index that is computed by weighted average market capitalization. The market capitalization number fluctuates (obviously) as the underlying share prices and outstanding share numbers change. The net effect this had on shares of AAPL was that the S&P funds needed to lighten up. My friend said the person interviewed said "there would be fireworks near the bell with AAPL." Unfortunately, I did not see it. Yes, I do watch CNBC - you just need to separate the wheat from the chaff. It would have helped had I heard these comments. At a minimum I would have shared them on the Board. Hope this clarifies what may have happened.
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Post by Deleted on Sept 20, 2013 17:15:47 GMT -8
For me the bigger question on this launch is how many 5c units apple will able to be counted as sold by the end of the weekend.
By all accounts the 5c is widely available everywhere, and every single unit Apple has shipped to carriers and other retailers is counted as sold, correct?
Remember outside the US Apple has very little retail presence and most phones are sold through 3rd party retailers. Look especially at Japan, where you can't even buy the iPhone from apples own online store.
Is it possible the 5c could represent several million units "sold" this weekend (even though most are sitting on retailer shelves)?
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Post by rickag on Sept 20, 2013 17:21:31 GMT -8
Hey folks - FWIW this is what I think happened this afternoon - especially at the close. There was an S&P rebalancing today. It was announced in passing on your most hated station CNBC. I didn't hear it but a friend mentioned to me that someone on CNBC (she didn't know who it was) said that AAPL's shares had been reduced by 3% and so the funds needed to make their adjustments as well. The S&P is an index that is computed by weighted average market capitalization. The market capitalization number fluctuates (obviously) as the underlying share prices and outstanding share numbers change. The net effect this had on shares of AAPL was that the S&P funds needed to lighten up. My friend said the person interviewed said "there would be fireworks near the bell with AAPL." Unfortunately, I did not see it. Yes, I do watch CNBC - you just need to separate the wheat from the chaff. It would have helped had I heard these comments. At a minimum I would have shared them on the Board. Hope this clarifies what may have happened. Thanks for posting.
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Post by doublerainbow on Sept 20, 2013 17:22:44 GMT -8
Without the ability to pre-order the 5S in the US and seeing how supply dried up just moments after the launch, I'm doubting we'll have hugely impressive numbers this weekend UNLESS most of the supply went to Asia and apple may be allocating supply proportionately to demand(?). Just thought of a really great movie quote but it's not very PC so gonna refrain. Lol.
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icam
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Post by icam on Sept 20, 2013 17:28:33 GMT -8
No supply problems at Apple Store at the Mall of America. Here's my post from earlier today. Went to Mall of America Apple store to do some recon on how busy they were at 2 pm CST. The store was full of people. The Que for iPhones was only 5 deep when I got there. I wasn't going to upgrade from my iPhone 4 for another month or so, until after the hype died down. For kicks I got in line and asked about the phone I was intending to buy - 5S/Verizon/32/Space Gray. An hour later I'm walking out with my new iPhone 5S 32 gig Space Gray Verizon + $30 chord + Apple Care + traded in my iPhone4 for $81). I did my part to maintain Apples margins. The salesperson working with me said they'd been working since 7 a.m. and probably averaged 4 iPhone buying customers per hour (some buy multiple phones). To quote "It's been busy"...
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Deleted
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Post by Deleted on Sept 20, 2013 17:56:21 GMT -8
For me the bigger question on this launch is how many 5c units apple will able to be counted as sold by the end of the weekend. Be all accounts the 5c is widely available everywhere, and every single unit Apple has shipped to carriers and other retailers is counted as sold, correct? Remember outside the US Apple has very little retail presence and most phones are sold through 3rd party retailers. Look especially at Japan, where you can't even buy the iPhone from apples own online store. Is it possible the 5c could represent several million units "sold" this weekend (even though most are sitting on retailer shelves)? Channel fill counts (excluding inventory at Apple, of course). It's probably stretching things to include these as sales, despite the fact Samsung gets away with far more.
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Deleted
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Post by Deleted on Sept 20, 2013 19:19:34 GMT -8
For me the bigger question on this launch is how many 5c units apple will able to be counted as sold by the end of the weekend. Be all accounts the 5c is widely available everywhere, and every single unit Apple has shipped to carriers and other retailers is counted as sold, correct? Remember outside the US Apple has very little retail presence and most phones are sold through 3rd party retailers. Look especially at Japan, where you can't even buy the iPhone from apples own online store. Is it possible the 5c could represent several million units "sold" this weekend (even though most are sitting on retailer shelves)? Channel fill counts (excluding inventory at Apple, of course). It's probably stretching things to include these as sales, despite the fact Samsung gets away with far more. I would think they must be counted as sales, seeing as I presume Apple has no access to tracking or verifying sales at 3rd party retailers?
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