JDSoCal
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Post by JDSoCal on Dec 2, 2013 20:16:13 GMT -8
Yeah I see but the school boards do not see it that way. They are adopting chromebooks. My district adopted them. What was said 2 years ago and msft in commercials are saying is not true. Chromebooks are compelling period. Apple needs to compete as I explained many are seeing. LAUSD is spending $1B on iPads. So far, theft and hacking and breakage has been an issue, notsomuch an OS debate.
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Post by Red Shirted Ensign on Dec 2, 2013 20:41:21 GMT -8
Forget the drones..... China Mobile is taking iPhone orders, says PED tech.fortune.cnn.com/2013/12/02/apple-china-mobile-suzhou/FORTUNE -- The attached screen grab comes from a website owned by a subsidiary of China Mobile Limited (CHL) in Suzhou, a city of 5 million just west of Shanghai. The site went live late Monday local time, when it began taking pre-orders for the iPhone 5S and iPhone 5C. It was the first concrete evidence that a distribution deal -- six years in the making -- between Apple (AAPL) and the world's largest mobile carrier has been consummated. With its 740 million subscribers, China Mobile is both Apple's biggest holdout and its biggest prize. If the carrier is orchestrating a soft launch to work out the kinks, Suzhou is not a bad place to stage it. It's one of the richest cities in China, with a sizable population of smartphone users who would not only know about the iPhone, but could probably afford it.
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Mav
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Post by Mav on Dec 2, 2013 20:53:30 GMT -8
Whoa. Well if AAPL goes up 5-10% tomorrow on that news, oh well.
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Deleted
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Post by Deleted on Dec 2, 2013 21:30:35 GMT -8
Anyone got any idea about subsidised price?
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Post by Deleted on Dec 2, 2013 21:32:49 GMT -8
Boom.
CM was not in Apple's FQ1 2014 guidance. Tim will likely upgrade guidance, perhaps significantly. It's the news we've all been waiting for from China.
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Mav
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Post by Mav on Dec 2, 2013 21:43:12 GMT -8
Oh hey Mercel, where/how you been
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JDSoCal
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Post by JDSoCal on Dec 2, 2013 21:48:48 GMT -8
Excellent, long-overdue news, and this is why I think the stock has been inching up of late...
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Mav
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Post by Mav on Dec 2, 2013 21:57:47 GMT -8
Boom. CM was not in Apple's FQ1 2014 guidance. Tim will likely upgrade guidance, perhaps significantly. It's the news we've all been waiting for from China. The immediate reaction is a puzzle that will probably cost me some sleep (obviously, there's substantial "upside risk"), but hey. Futures aren't saying much, and it's safe to say most market-moving money knows about this. Next up, Frankfurt trading as the first possible bellwether in a couple hours. Three hours to US pre-market...
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Deleted
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Post by Deleted on Dec 2, 2013 22:02:45 GMT -8
Can't seem to find anything regarding either price or release dates for these preorders.
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Post by Deleted on Dec 2, 2013 22:03:23 GMT -8
Boom. CM was not in Apple's FQ1 2014 guidance. Tim will likely upgrade guidance, perhaps significantly. It's the news we've all been waiting for from China. Great news, but CM won't really affect Q1 so no upgrade will come IMHO. The iPhone is still supply constrained and they're selling all they can build anyways...plus even if it's released on the 18th, thats less than 2 weeks for the quarter, isnt it?
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Post by Deleted on Dec 2, 2013 22:04:03 GMT -8
Excellent, long-overdue news, and this is why I think the stock has been inching up of late... No...there's never leaks regarding AAPL news. That's against the law... /sarcasm
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Post by artman1033 on Dec 2, 2013 22:18:39 GMT -8
Darn....
Good AAPL news...
DOES THAT MEAN WE CAN'T TALK ABOUT AMZN all day Tuesday?
OH
WELL...
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Post by BillH on Dec 2, 2013 22:19:01 GMT -8
Most have probably gone to bed but one more thing to think about re: Amazon's drones. Does it seem curious to anyone else that they're working on these whiz-bang devices for delivery when you see almost nothing but humans in the fulfillment part of the interview? Humans track down the package and pull it off the shelf...,humans put the orders into boxes etc. Seems to me there is a lot of low hanging fruit to tackle on that side of the equation. I found the stocking methodology of the distribution center fascinating. No categorization by type, theme, vendor, etc. Merely by how the contents fit in available space. Consider what they could do with that combined with UPS's truck and their drones. Trucks packed to the gills with merchandise while the drones fly behind ready to pick and deliver as the truck cruises by the shipping address. It's a fricking cartoon watching the drones chase the truck for sure.
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Post by Deleted on Dec 2, 2013 22:19:03 GMT -8
Oh hey Mercel, where/how you been Much better, now that I lurk. The AFB neighborhood isn't what it used to be, sadly. And I know you know what I'm talking about. Good luck to Apple longs tomorrow, and beyond.
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JDSoCal
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Post by JDSoCal on Dec 2, 2013 22:19:45 GMT -8
it's safe to say most market-moving money knows about this. I think it is less safe than drones delivering pacifiers to babies in a nursery. IMO you give them way too much credit that they are reading PED's blog in the middle of the night. And remember, pre-orders mean this isn't a 13-day sell into the current quarter. It means its a 31-day sell. 2013 was the Year of the Snake. Now is time to vanquish Snakesung and sell into the Year of the Horse (Horses hate snakes but love apples).
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Post by artman1033 on Dec 2, 2013 22:26:54 GMT -8
IMHO: there are some folks in the know in Asia who I trust completely who don't trust the latest posts about China Mobile and Apple iPhones. I agree with those who point out that it is not the way Apple or the country of China operates.
BE CAREFUL OUT THERE.
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Post by mstrmac on Dec 2, 2013 22:34:08 GMT -8
Yeah I see but the school boards do not see it that way. They are adopting chromebooks. My district adopted them. What was said 2 years ago and msft in commercials are saying is not true. Chromebooks are compelling period. Apple needs to compete as I explained many are seeing. LAUSD is spending $1B on iPads. So far, theft and hacking and breakage has been an issue, notsomuch an OS debate. Yeas but. For now, the program is being delayed by a year, with a vote to take place in mid-2014 about how to move forward. Some of the faculty have suggested students be equipped with laptops instead of tablets. Team up with the Sponge. ;-)Sponge can be part of your defense team staff to help nail down la school board decision over teacher objection.
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Post by Deleted on Dec 2, 2013 22:41:52 GMT -8
IMHO: there are some folks in the know in Asia who I trust completely who don't trust the latest posts about China Mobile and Apple iPhones. I agree with those who point out that it is not the way Apple or the country of China operates. BE CAREFUL OUT THERE. We won't have much longer to wait for confirmation. CM is coming, whether tomorrow or sometime mid - December.
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Mav
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Post by Mav on Dec 2, 2013 22:43:41 GMT -8
A "high end of guidance range" pseudo-revision isn't out of the question at some point...
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Post by Zeke on Dec 2, 2013 23:28:01 GMT -8
The death knell for TV shows has always been the guest appearance. When a sitcom had an episode built around the appearance of David Hasselhoff or Dolly Parton in the lives of its characters you knew that the writers were out of novel ideas, and that the show was on its last legs. Amazon maintains its valuation based on hype. It has no significant profits and no reasonable prospects for any, so all it has is fantasy. Investors fantasize about its future and presently are willing to accept almost anything that supports their wishful thinking. That bubble will burst sooner or later, and this impractical, unworkable, economically ridiculous idea is equivalent to Harry Connick Jr. making a guest appearance on Cheers. It's an announcement that, "Hey, folks, we're desperate!" TV shows? What's this in reference to? Did I miss something? I'll go slowly this time. Try to follow along. A comment was made about Amazon having "jumped the shark" [RE: Fonzi on Happy Days]. It signified a desperate attempt to come up with something new, and it predicted the impending end of the show. I then likened the drone story to a similar phenomenon in TV wherein writers desperate for plot lines turned to celebrity guest appearances, which also tended to predict the demise of the show. So my comment was comparing these celebrity guest appearances to desperately contrived publicity stories like this one. My point was that I think it might be predicting the end of the fantasy valuation Amazon has been enjoying.
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Post by Deleted on Dec 3, 2013 0:02:56 GMT -8
IMHO: there are some folks in the know in Asia who I trust completely who don't trust the latest posts about China Mobile and Apple iPhones. I agree with those who point out that it is not the way Apple or the country of China operates. BE CAREFUL OUT THERE. Wait, are you saying the already live preordering site of the china mobile subsidiary might be fake?
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JDSoCal
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Post by JDSoCal on Dec 3, 2013 0:15:58 GMT -8
IMHO: there are some folks in the know in Asia who I trust completely who don't trust the latest posts about China Mobile and Apple iPhones. I agree with those who point out that it is not the way Apple or the country of China operates. BE CAREFUL OUT THERE. Wait, are you saying the already live preordering site of the china mobile subsidiary might be fake? You beat me to this. Has Artman's "Asian friends" visited the actual Website? Any Chinese here that can verify it? And since Artman asked, one last Amazon post: Yes, I am following it on Twitter.
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Mav
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Post by Mav on Dec 3, 2013 0:48:56 GMT -8
IMHO: there are some folks in the know in Asia who I trust completely who don't trust the latest posts about China Mobile and Apple iPhones. I agree with those who point out that it is not the way Apple or the country of China operates. BE CAREFUL OUT THERE. Wait, are you saying the already live preordering site of the china mobile subsidiary might be fake? It would appear the website one three [third number] dot com is legit.
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Post by Lstream on Dec 3, 2013 4:09:34 GMT -8
IMHO: there are some folks in the know in Asia who I trust completely who don't trust the latest posts about China Mobile and Apple iPhones. I agree with those who point out that it is not the way Apple or the country of China operates. BE CAREFUL OUT THERE. Wait, are you saying the already live preordering site of the china mobile subsidiary might be fake? I'm with Artman. Who knows if that site is fake or not. I just don't see CM being real until we hear it from Apple. Having Apple products showing up unannounced on an obscure Chinese web site with no confirmation from Apple or CM does not strike me as legit or how Apple does things.
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Post by podboy on Dec 3, 2013 4:35:32 GMT -8
IMHO: there are some folks in the know in Asia who I trust completely who don't trust the latest posts about China Mobile and Apple iPhones. I agree with those who point out that it is not the way Apple or the country of China operates. BE CAREFUL OUT THERE. DON'T listen to me. I said there would be no iPad mini ;D
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Post by Iceage on Dec 3, 2013 16:22:06 GMT -8
$568.50 AH, should be another interesting day tomorrow. What's after $567, $584?
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