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Post by Deleted on Sept 24, 2013 8:30:01 GMT -8
Isn't that "Red" before he shaved and got a new suit? Nope. It was AFTER he became a dandy...
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Mav
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Post by Mav on Sept 24, 2013 8:40:26 GMT -8
Two points.
Cramer often all over the map to put it kindly. That takes a certain kind of ---hat.
That video, Cramer was wearing the right hat.
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Post by Deleted on Sept 24, 2013 9:04:22 GMT -8
Sponge forgive me for stealing your thunder. This morning in a discussion with the Sponge, he mentioned an article that described Apple's 1st Weekend sales, and its implications for FQ1. Its very good in its analysis. tinyurl.com/Mathew-Lew-1st-Weekend-Analysi
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mark
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Post by mark on Sept 24, 2013 9:08:32 GMT -8
So what are the odds congress screws up our potential Apple rally over the next week with their debt ceiling shenanigans? If they do, then we get yet another wonderful opportunity to enter our Jan '16 positions ;D
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Post by tradervic on Sept 24, 2013 9:24:37 GMT -8
Maybe. The way iPhone 5S is going, it may not reach supply/demand balance in fiscal Q1 even without China Mobile. As far as iPads, using the "last year heuristic" (which is sensible but not necessarily instructive), we might get an event in late October, official invite a week before that, and all-but-confirmations based on rumors a few days before that. Common sense would allow Apple to let people enjoy their iPhones and iOS 7 for a bit before making mention of iPads, so IF there's an October event, we might not get any substantial word on that for 2-3 weeks yet. There's also consideration of the supply chain, which is pretty busy just trying to crank out enough iPhone 5S units right now. MavI think the iPad event has to come before earnings. I don't expect them to go into the call mentioning product transition. I think they want to get everything out on the table before earnings and the call. On another note, iPhone trade in will tick margins up something fierce.
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Post by calvinav on Sept 24, 2013 9:30:09 GMT -8
Sponge forgive me for stealing your thunder. This morning in a discussion with the Sponge, he mentioned an article that described Apple's 1st Weekend sales, and its implications for FQ1. Its very good in its analysis. tinyurl.com/Mathew-Lew-1st-Weekend-AnalysiInteresting perspective, thanks for sharing.
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Post by rob_london on Sept 24, 2013 9:31:49 GMT -8
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Post by rob_london on Sept 24, 2013 9:32:16 GMT -8
Sponge forgive me for stealing your thunder. This morning in a discussion with the Sponge, he mentioned an article that described Apple's 1st Weekend sales, and its implications for FQ1. Its very good in its analysis. tinyurl.com/Mathew-Lew-1st-Weekend-AnalysiInteresting perspective, thanks for sharing. +1
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Mav
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Post by Mav on Sept 24, 2013 9:39:59 GMT -8
LOL iPhone 6
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Post by jdrizzo89 on Sept 24, 2013 10:11:44 GMT -8
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Post by ericinaustin on Sept 24, 2013 10:14:16 GMT -8
Gregg:
I know how closely you hew to guidance from the company and very little else. This was the first time that I can remember them making an announcement on the adjustments in their guidance for a quarter. How big do you think this is for year end earnings-per-share what do you think this means for next year?
eric in Austin
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Post by artman1033 on Sept 24, 2013 11:29:20 GMT -8
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Post by Deleted on Sept 24, 2013 11:30:04 GMT -8
Gregg: I know how closely you hew to guidance from the company and very little else. This was the first time that I can remember them making an announcement on the adjustments in their guidance for a quarter. How big do you think this is for year end earnings-per-share what do you think this means for next year? eric in Austin I remember one other occasion when Apple warned, but that wasn't a good warning. That time was right after the Cube was launched, and just before the post Y2K collapse of the Nasdaq (dropped from >5000 to <2000 in under 6 months). So I don't have any experience with a warning of this nature. That said, using Guidance and historical growth rates, my FQ4 estimates are as follows: Revenue: $37.375 Billion GM%: 37.22% Op Ex: $3.861 Billion O I & E: $232,000,000 Tax Rate: 26.65% Net Income: $7.541 Billion Gross Margin, Operating Income and Net Income are all down YoY. This will mark the 3rd quarter in a row that Apple has failed to grow these items YoY. FQ1/2013 growth was FLAT YoY. This is why I posted earlier that F2013 was a FLOP. Others didn't see it that way, but the market did and AAPL suffered. For the record I am not changing my FQ4 estimates. All PO did, IMO, was alert WS that Apple 's future looks very good, and now is the time to get back on the train. I am not surprised by this because it is what I have been saying for the past month.
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Post by macwire on Sept 24, 2013 11:46:39 GMT -8
Only aapl can get upgrades in pre market and somehow still be flat or red on the day. Lol.
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Post by appledoc on Sept 24, 2013 11:55:33 GMT -8
Only aapl can get upgrades in pre market and somehow still be flat or red on the day. Lol. A mega-cap red after a 23 point run the day prior? Unheard of.
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Post by dreamRaj on Sept 24, 2013 12:06:50 GMT -8
During Apple's rise, up until 2012, MarketWatch used to be mostly positive about the company. But this year it's been showing Apple the finger.
Today it's running the headline on its front page saying "Apple’s big iPhone ‘beat’ may be due to unsold 5Cs ". This clearly feels like giving a negative spin to an otherwise great news.
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Mav
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Post by Mav on Sept 24, 2013 12:45:15 GMT -8
Base model smaller iMacs have Iris Pro graphics. Preview for some MBPs, I bet.
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Post by rob_london on Sept 24, 2013 12:49:07 GMT -8
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Post by terps530 on Sept 24, 2013 13:26:53 GMT -8
it's fun to adjust the P/E ratio to what some other companies have
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Post by po1nt on Sept 24, 2013 13:29:52 GMT -8
it's fun to adjust the P/E ratio to what some other companies have fun. depressing.... so subjective.
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stub
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The fix is in. Be patient. Don't panic.
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Post by stub on Sept 24, 2013 13:30:59 GMT -8
Only aapl can get upgrades in pre market and somehow still be flat or red on the day. Lol. Right. Now, THIS is more like it Apple Inc. (AAPL) iPhone Sales Not Significant According To Citi www.valuewalk.com/2013/09/apple-inc-aapl-iphone-sales-not-significant/Almost as if on que, to restore our faith in the bass akwards media coverage of Apple. Citi is always bearish on AAPL, if my memory serves me correctly.
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Post by macziggy on Sept 24, 2013 13:53:30 GMT -8
Cramer is promo-ing his show tonight and sent out this tweet:
Tweet #1: Sprint CEO Hesse to @jimcramer: iPhone 5S demand extremely high & Sprint is running out of inventory. [More on @madmoneyoncnbc at 6pET] $S
Tweet #2: The $AAPL glut at the Telco level that some "analysts" are talking about isn't occurring at $S--SHORTAGES THERE! -watch tonight's Mad Money
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Post by macziggy on Sept 24, 2013 14:06:21 GMT -8
Only aapl can get upgrades in pre market and somehow still be flat or red on the day. Lol. Right. Now, THIS is more like it Apple Inc. (AAPL) iPhone Sales Not Significant According To Citi www.valuewalk.com/2013/09/apple-inc-aapl-iphone-sales-not-significant/Almost as if on que, to restore our faith in the bass akwards media coverage of Apple. Citi is always bearish on AAPL, if my memory serves me correctly. Here's one of the comments below the story that I liked: "...Read the news, 9 million phones in 3 days. Moto X is moving 100k a week at peak.... Even Munster must have dropped his pants and went short - he's making sense. If Apple only sold 7.5 million and shipped 9M to the channel then explain why can't you get new orders until October. I'll tell you why, Apple sold all they needed to to have a huge upside surprise, so they stopped taking orders in this Quarter and pushed them to Q1. Don't you have a clue how businesses work. This quarter is a blowout, now they are filling order for Q2 for another blowout - wake up rookie!" HaHa!
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Post by qualitywte on Sept 24, 2013 16:58:55 GMT -8
For the record I am not changing my FQ4 estimates. All PO did, IMO, was alert WS that Apple 's future looks very good, and now is the time to get back on the train. I am not surprised by this because it is what I have been saying for the past month. I believe the adjustment of their guidance means a blowout is a sure thing. They wouldn't bother to modify the guidance if they were simply going to meet or slightly beat their existing guidance. He said the actual number would be near the high end of the guided range. I think that means closer to the high end of the range than the lower end. So an actual number that is well above the high end would be closer to the high end than the lower end.
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Post by Deleted on Sept 24, 2013 17:34:51 GMT -8
Best tweet of the day
@jonfortt: Unless you're a trader, day-to-day price is truth in the stock market the way popularity is truth in high school. $FB $AAPL
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Post by phoebear611 on Sept 24, 2013 17:38:51 GMT -8
Best tweet of the day @jonfortt: Unless you're a trader, day-to-day price is truth in the stock market the way popularity is truth in high school. $FB $AAPL Love it!
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Post by gtrplyr on Sept 24, 2013 18:05:56 GMT -8
For the record I am not changing my FQ4 estimates. All PO did, IMO, was alert WS that Apple 's future looks very good, and now is the time to get back on the train. I am not surprised by this because it is what I have been saying for the past month. I believe the adjustment of their guidance means a blowout is a sure thing. They wouldn't bother to modify the guidance if they were simply going to meet or slightly beat their existing guidance. He said the actual number would be near the high end of the guided range. I think that means closer to the high end of the range than the lower end. So an actual number that is well above the high end would be closer to the high end than the lower end. Unless we have a MONSTER run before earnings ... 625+ or so ... this will be the first earnings in a long time where I'm totally comfortable going into it.
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Post by Deleted on Sept 24, 2013 18:51:22 GMT -8
Apple sold all they needed to to have a huge upside surprise, so they stopped taking orders in this Quarter and pushed them to Q1. There is some truth to this. Went out for dinner and a movie tonight (The Butler) at the Northtown Mall. While there spoke with reps at ATT, Verizon and T-Mobile stores. I was told the same thing by all three: they haven't seen inventory since Sunday, and don't expect any "until online orders" are filled (they've been given a tentative mid October time frame). If I were managing expectations, shutting down deliveries for the September quarter (one in which they have already met/exceeded guidance), in favor of the December quarter makes perfect sense. Nothing is to be gained by making the September quarter even bigger (the fiscal year is already lost). It is also perfectly legal, during the '90s MSFT was a big practitioner of this strategy. On another note, stopped at DQ for a post movie ice cream and learned that the server had just bought an iPhone. What did she get? An iPhone 5 a week before launch. She knew the launch was coming but the carrier gave her $100 off to buy then. Its her first iPhone (all previous handsets were Android) and as she said, "I just love it".
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Post by Deleted on Sept 24, 2013 18:54:31 GMT -8
For the record I am not changing my FQ4 estimates. All PO did, IMO, was alert WS that Apple 's future looks very good, and now is the time to get back on the train. I am not surprised by this because it is what I have been saying for the past month. I believe the adjustment of their guidance means a blowout is a sure thing. They wouldn't bother to modify the guidance if they were simply going to meet or slightly beat their existing guidance. He said the actual number would be near the high end of the guided range. I think that means closer to the high end of the range than the lower end. So an actual number that is well above the high end would be closer to the high end than the lower end. I'd be careful with the use of the word 'blowout'. Exceeding Guidance is one thing, blowout is another.
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Post by Luckychoices on Sept 24, 2013 19:14:59 GMT -8
My wife and I upgraded our iPhone 5's to the 5s yesterday. Loving the new phone but find myself unlocking it just as an excuse to use the fingerprint sensor. My one problem is that my Proboard's access is gone on the Proboard App and I can't seem to relocate this forum with the search. Can anyone give me a clue to help me find my way back to the forum? TIA
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