|
Post by phoebear611 on Nov 18, 2013 3:52:21 GMT -8
Whoa...late start this morning! U.S. markets up a bit...Europe mostly green...Sony sold over 1 million PS 4s this weekend....will AAPL mention anything on iPad sales? My bet is no so they probably will ;D The only news I'm seeing out there is the PrimeSense acquisition rumor that has not been confirmed or denied by AAPL or PrimeSense. Also in the media, the talking heads are chatting about iBeacon (this on mainstream TV versus business news). Other than that...fairly quiet...AAPL pretty much unchanged in PM (down a fraction)...but on no volume. We'll see what the day brings...stay dry if you are in the Northeast U.S. ! Rainy days and Mondays always get me down......
|
|
|
Post by phoebear611 on Nov 18, 2013 4:06:43 GMT -8
Just as I posted this - Andrew Sorkin just said that Business Insider (Blodget's rag) is reporting that the PrimeSense rumor is not true and that they are speaking to someone inside of PrimeSense. Who the heck knows at this point. The reason they are chatting about AAPL so much (as if they needed a reason other than that IT IS AAPL) is that Walter Isaacson is the guest host on Squawk Box this morning.
|
|
|
Post by firestorm on Nov 18, 2013 6:10:54 GMT -8
Apple Insider is reporting a rumor that a major Foxconn factory is stopping production of the 5c in favor of building more 5s phones. From here in the peanut gallery, it appears that the 5c may have been a mistake, at least with the combination of features offered. Perhaps it should be refreshed midyear to have the fingerprint ID (I get tired of typing my four digit code into my older iPhone every time I pick it up) and better camera. I talked to a sample of one owner of a 5c phone on a Seattle ferry a couple of weeks ago, and she was disappointed in how much worse the call quality was on her new phone compared to her older iPhone; I would have thought it would be better.
Thank you, phoebear, for your quote from a Karen Carpenter song. I still miss her lovely voice.
|
|
|
Post by jdrizzo89 on Nov 18, 2013 6:12:24 GMT -8
Thing about the 5c is: my WAG is a slight refresh means more 5C sold than if it woild have just been a 5 plus higher margins for it..
|
|
|
Post by artman1033 on Nov 18, 2013 6:19:42 GMT -8
Apple Insider is reporting a rumor that a major Foxconn factory is stopping production of the 5c in favor of building more 5s phones. From here in the peanut gallery, it appears that the 5c may have been a mistake, at least with the combination of features offered. Perhaps it should be refreshed midyear to have the fingerprint ID (I get tired of typing my four digit code into my older iPhone every time I pick it up) and better camera. I talked to a sample of one owner of a 5c phone on a Seattle ferry a couple of weeks ago, and she was disappointed in how much worse the call quality was on her new phone compared to her older iPhone; I would have thought it would be better. Thank you, phoebear, for your quote from a Karen Carpenter song. I still miss her lovely voice. IMHO: the original story that I read last week was based on a twitter type post by an alleged employee who stated that the 300 5Cs produced per shift was to end that evening.
|
|
|
Post by artman1033 on Nov 18, 2013 6:20:53 GMT -8
|
|
|
Post by Red Shirted Ensign on Nov 18, 2013 6:23:31 GMT -8
Thing about the 5c is: my WAG is a slight refresh means more 5C sold than if it woild have just been a 5 plus higher margins for it.. This is exactly right. In past years the past year's iPhone moved into the $99 subsidized slot...unchanged or updated. This year the 5c is a better phone than the 5. It should not be held to compares with the 5s or anything but what the 4s did when the 5 came out..... By that metric I suspect it is fine, especially in International markets where wider bandwidths help...but who knows? The 4s remains an interesting "third" option with the 4 in China.... More and continued demand for the 5s is the ultimate "best" news...but since no one but Apple knows how to sort all this out, we need to scratch our heads and wait...
|
|
|
Post by firestorm on Nov 18, 2013 6:31:28 GMT -8
Amazon is suddenly having more of a problem with shipping electronics, based upon my personal experience. I recently ordered a 5-bay RAID that included five 2TB hard drives, and the box came badly dented on all six sides, since they had failed to provide enough packing materials. I sent it back, concerned that the bad packaging could affect the useful life of the drives. Until that shipment, I had been entirely satisfied with Amazon's service. That is not a place to cut corners.
|
|
|
Post by artman1033 on Nov 18, 2013 7:18:32 GMT -8
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Nov 18, 2013 7:38:58 GMT -8
Can anyone explain why Apple has done almost nothing with Passbook? Talk about a massive opportunity that they don't even seem to care about.
|
|
|
Post by jmolloy on Nov 18, 2013 7:50:17 GMT -8
Can anyone explain why Apple has done almost nothing with Passbook? Talk about a massive opportunity that they don't even seem to care about. I think it's going to blossom with the roll out of iBeacon.
|
|
|
Post by aapl4kiki on Nov 18, 2013 8:02:46 GMT -8
|
|
|
Post by jmolloy on Nov 18, 2013 9:13:41 GMT -8
www.fosspatents.com/2013/11/appeals-court-revives-apples-bid-for.html[BREAKING NEWS -- STILL ADDING DETAIL]
The United States Court of Appeals for the Federal Circuit has just handed Apple a major strategic win. The appeals court overruled part of the reasoning underlying Judge Lucy Koh's denial of a permanent injunction against Samsung and remanded the case to the district court for further proceedings, where entry of an injunction is now rather likely. The denial was affirmed as far as Apple's design patents and trade dress are concerned, but Apple gets a new bite at the apple with respect to its utility (i.e., technical) patents
|
|
|
Post by artman1033 on Nov 18, 2013 9:24:40 GMT -8
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Nov 18, 2013 9:31:21 GMT -8
www.fosspatents.com/2013/11/appeals-court-revives-apples-bid-for.html[BREAKING NEWS -- STILL ADDING DETAIL]
The United States Court of Appeals for the Federal Circuit has just handed Apple a major strategic win. The appeals court overruled part of the reasoning underlying Judge Lucy Koh's denial of a permanent injunction against Samsung and remanded the case to the district court for further proceedings, where entry of an injunction is now rather likely. The denial was affirmed as far as Apple's design patents and trade dress are concerned, but Apple gets a new bite at the apple with respect to its utility (i.e., technical) patents Does anyone expect anything to actually come from this? Other than a few fine to Samsung for a few hundred million, which seems like a ton of money, but really is basically meaningless to Apple. Unless it bans Samsung devices or pushes harse penalties on them, I doubt it does anything...how much money has Samsung made by stealing IP from Apple and a few hundred million, if they even pay that, is nothing in the grand scheme of things.
|
|
|
Post by archibaldtuttle on Nov 18, 2013 9:47:18 GMT -8
I think samsung will delay and delay and ultimately apple will win an injunction... On products that Samsung doesn't even really sell at that point anymore. By then, samsung's new products will all be "colorably different" and won't qualify for injunction.
|
|
|
Post by Red Shirted Ensign on Nov 18, 2013 10:12:07 GMT -8
www.fosspatents.com/2013/11/appeals-court-revives-apples-bid-for.html[BREAKING NEWS -- STILL ADDING DETAIL]
The United States Court of Appeals for the Federal Circuit has just handed Apple a major strategic win. The appeals court overruled part of the reasoning underlying Judge Lucy Koh's denial of a permanent injunction against Samsung and remanded the case to the district court for further proceedings, where entry of an injunction is now rather likely. The denial was affirmed as far as Apple's design patents and trade dress are concerned, but Apple gets a new bite at the apple with respect to its utility (i.e., technical) patents Does anyone expect anything to actually come from this? Other than a few fine to Samsung for a few hundred million, which seems like a ton of money, but really is basically meaningless to Apple. Unless it bans Samsung devices or pushes harse penalties on them, I doubt it does anything...how much money has Samsung made by stealing IP from Apple and a few hundred million, if they even pay that, is nothing in the grand scheme of things. I do. The noose is tightening. The patent trial scheduled to begin later next year is on even stronger ip and may face Samsung with the specter of not just damages but injunction of newer devices. As Apple differentiates itself on some key features in the software, the underlying processor and chipset capabilities, then trade dress... It is a long slog......but one worth fighting
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Nov 18, 2013 11:28:11 GMT -8
Does anyone expect anything to actually come from this? Other than a few fine to Samsung for a few hundred million, which seems like a ton of money, but really is basically meaningless to Apple. Unless it bans Samsung devices or pushes harse penalties on them, I doubt it does anything...how much money has Samsung made by stealing IP from Apple and a few hundred million, if they even pay that, is nothing in the grand scheme of things. I do. The noose is tightening. The patent trial scheduled to begin later next year is on even stronger ip and may face Samsung with the specter of not just damages but injunction of newer devices. As Apple differentiates itself on some key features in the software, the underlying processor and chipset capabilities, then trade dress... It is a long slog......but one worth fighting I doubt it...if Samsung gets hit with any injuction for new devices, they'll probably see it coming and update the S4 and Note 3 for example to avoid those patents, then provide firmware updates to update the old devices. That's the most I see happening, along with an insignificant (to Apple anyways) fine...a few hundred million at most.
|
|
|
Post by Red Shirted Ensign on Nov 18, 2013 11:37:01 GMT -8
the 2:14 algo did not kick in today until 2:17.... I'm going to have to retest... In Edit: I forgot about the 2:35 selloff algo...
|
|
|
Post by cbingle on Nov 18, 2013 12:34:39 GMT -8
Was that Uncle Carl pitching a hissy fit. Be careful, camel is in the tent....
|
|
|
Post by phoebear611 on Nov 18, 2013 12:44:46 GMT -8
Here is the weird thing about Uncle Carl (and there isn't ONE weird thing but several, yes, I know) --- his comments from a conference where he is speaking were that he thought the market is due for a correction because many of the corporate earnings are nothing more than a mirage given 0% rates. As to AAPL specifically, he said he still owns it - his conversations have been cordial - and he is not going away. Meanwhile the talking heads are attributing this correction to him as well as AAPL's down draft -- and yet, similar comments that he made on AAPL previous times had the stock running. This is absolutely ridiculous. Everything was in motion well before "Uncle Carl" made ANY comments...but there is this insatiable desire to attribute it to a specific person. Whatever....IDIOTS.
|
|
JDSoCal
Member
Aspiring oligarch
Posts: 4,244
|
Post by JDSoCal on Nov 18, 2013 12:45:41 GMT -8
I do. The noose is tightening. The patent trial scheduled to begin later next year is on even stronger ip and may face Samsung with the specter of not just damages but injunction of newer devices. As Apple differentiates itself on some key features in the software, the underlying processor and chipset capabilities, then trade dress... It is a long slog......but one worth fighting I doubt it...if Samsung gets hit with any injuction for new devices, they'll probably see it coming and update the S4 and Note 3 for example to avoid those patents, then provide firmware updates to update the old devices. That's the most I see happening, along with an insignificant (to Apple anyways) fine...a few hundred million at most. This isn't about fines. Read the opinion. The issue involved equitable relief (i.e., permanent injunction) not legal relief (monetary damages). A jury is currently (re-)deciding damages. And it also covers current (and future) Samesung products. And it isn't all that easy to turn on a dime and just change the OS of a product that they are in the process of shipping millions of. We have talked to death here how hard it is to ramp up a new product launch in sufficient supply. It's so important, Apple hired a CEO who was an expert in supply chain management. Having to stop a product line and rework it mid-launch would be a PR and 10Q disaster for Apple. So it would certainly be non-trivial for Samesung. Recall that most Android phones don't automatically get updates for their OS like iOS does. Keep in mind also that not all of Apple's utility patents are or will be software based. Things like fingerprint sensors and iBeacon and haptics (and things we of course do not yet know about) will have a major hardware component that will be much harder to rip out of a phone. I'm not saying this is some death blow for Samsung, but it is bigger for Apple than the $1B verdict, IMLO. Because there will finally be some deterrent value in patent law, which was Judge Koh's real error. As Mike Elgan pointed out this week, If SAMEsung can be deterred from its blatant copying, Apple can better differentiate iOS with exclusive features. Innovation only really matters if you're the only one allowed to use your innovations!
|
|
|
Post by cbingle on Nov 18, 2013 13:00:33 GMT -8
Everything was in motion well before "Uncle Carl" made ANY comments...but there is this insatiable desire to attribute it to a specific person. Whatever....IDIOTS.
Don't shoot the messenger.
However, don't be foolish enough to think Carl cannot impact AAPL stock price up or down, or how Apple will run it's business going forward.
|
|
|
Post by archibaldtuttle on Nov 18, 2013 13:32:43 GMT -8
Careful out there guys. Still no love for or faith in our favorite fruit company. We had a nice technical setup developing but that might break to the downside...
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Nov 18, 2013 13:35:29 GMT -8
Here is the weird thing about Uncle Carl (and there isn't ONE weird thing but several, yes, I know) --- his comments from a conference where he is speaking were that he thought the market is due for a correction because many of the corporate earnings are nothing more than a mirage given 0% rates. As to AAPL specifically, he said he still owns it - his conversations have been cordial - and he is not going away. Meanwhile the talking heads are attributing this correction to him as well as AAPL's down draft -- and yet, similar comments that he made on AAPL previous times had the stock running. This is absolutely ridiculous. Everything was in motion well before "Uncle Carl" made ANY comments...but there is this insatiable desire to attribute it to a specific person. Whatever....IDIOTS. +100 - came here to post exactly the same, by all accounts Carl continues to fully support Apple management (as he has stated multiple times), he only wishes to offer advice on capital redistribution. Plus he has less than 1% ownership, so he has about as much power over Apples management & board as any other famous market commentator does (ie: zero)
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Nov 18, 2013 13:47:36 GMT -8
Just my 2c based on purely anecdotal observations, but I think that after the combination of Apples Octobers earnings results & the overall huge run in the markets, I think we could be in the unusual situation where former apple bears are accumulating Apple stock, and former Apple bulls are selling.
- Former bears saw a September quarter beat, and guidance which indicated slow but growing revenue, EPS & stabilised margins, while they see the rest of the overall market as growing increasingly overvalued. - Former bulls were unimpressed with guidance showing only small December quarter growth, when they were hoping/expecting large growth, and have grown impatient while hundreds of other momo stocks have had huge gains (and the lack of China mobile announcement probably wasn't to their expectations).
So we potentially have value & conservative growth investors buying in, while at the same time we have aggressive growth & speculation/event based/momentum investors selling off.
I would rather have the value & conservative growth investors holding, and when we actually have some big news (new product/China mobile etc), the momentum investors will flood back in.
A timely reference: Prince Alwaleed just now on CNBC now saying Apple facing headwinds but still generating huge amounts of cash every year, and wouldn't buy google due to high valuation despite liking the company. That's is the view if a value investor - profits at a cheap valuation are a great thing.
|
|
JDSoCal
Member
Aspiring oligarch
Posts: 4,244
|
Post by JDSoCal on Nov 18, 2013 13:52:11 GMT -8
Apple rested its case, and jury instructions begin at 2PM. On a personal note, in my experience, this is always the most boring part of a trial for attorneys. It's such a letdown from the adrenaline of the trial, I've had to actually stab myself with a tack to stay awake. Howard Mintz of the SacBee has trial updates on his Twitter feed. Fortunately, there's a nice and short (one page) verdict form this time, so we should have a verdict soon.
|
|
Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
|
Post by Mav on Nov 18, 2013 13:53:54 GMT -8
Here is the weird thing about Uncle Carl (and there isn't ONE weird thing but several, yes, I know) --- his comments from a conference where he is speaking were that he thought the market is due for a correction because many of the corporate earnings are nothing more than a mirage given 0% rates. As to AAPL specifically, he said he still owns it - his conversations have been cordial - and he is not going away. Meanwhile the talking heads are attributing this correction to him as well as AAPL's down draft -- and yet, similar comments that he made on AAPL previous times had the stock running. This is absolutely ridiculous. Everything was in motion well before "Uncle Carl" made ANY comments...but there is this insatiable desire to attribute it to a specific person. Whatever....IDIOTS. Apple will be fine despite the narratives (Gamutgate! Not that I could really tell), so AAPL should _eventually_ right itself. As far as Icahn, maybe I'm totally wrong on this but he's just posturing for more in buybacks and at a faster pace than currently. He knows he'll never get the $150B no matter how much he complains or threatens a proxy fight or tries to buy up AAPL (having a market cap >$400B helps that way). Let him boost his ego with regular media/Twitter appeals while Apple inevitably increases shareholder capital return over time (might be like a coffee drip to some, but hey, this is Apple).
|
|
|
Post by phoebear611 on Nov 18, 2013 15:27:32 GMT -8
Everything was in motion well before "Uncle Carl" made ANY comments...but there is this insatiable desire to attribute it to a specific person. Whatever....IDIOTS. Don't shoot the messenger. However, don't be foolish enough to think Carl cannot impact AAPL stock price up or down, or how Apple will run it's business going forward. For the love of Pete - I was NOT referring to YOU! I meant the idiots on CNBC. I would never be so rude to post that another person here is an idiot (Ok - I can already feel the onslaught of jokes coming on). Also, any comment Icahn makes may make the stock price move on a short term basis but we all know his position is small. I think Mav said it best that over the long term it will be somewhat better for shareholder value but he isn't China Mobile and he isn't iTV or any of the other REAL movers for this stock....let's not kid ourselves.
|
|
|
Post by lovemyipad on Nov 18, 2013 15:30:43 GMT -8
Here is the weird thing about Uncle Carl (and there isn't ONE weird thing but several, yes, I know) --- his comments from a conference where he is speaking were that he thought the market is due for a correction because many of the corporate earnings are nothing more than a mirage given 0% rates. As to AAPL specifically, he said he still owns it - his conversations have been cordial - and he is not going away. Meanwhile the talking heads are attributing this correction to him as well as AAPL's down draft -- and yet, similar comments that he made on AAPL previous times had the stock running. This is absolutely ridiculous. Everything was in motion well before "Uncle Carl" made ANY comments...but there is this insatiable desire to attribute it to a specific person. Whatever....IDIOTS. You hit the nail on the head.
|
|