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Post by phoebear611 on Feb 13, 2014 3:37:20 GMT -8
Headlines consumed with the Comcast for TWX deal this morning. Does it affect AAPL? AppleInsider headline: Comcast to Purchase Time-Warner Cable, Future Apple-TV Partnership UncertainTruth is that no one knows if it is affected or not but they have the stock down in PM (-$2.88) on a grand total of 3,200 shares. Stupid, as usual... FIRE, THEN AIM.Apple also released its Supplier Responsibility Report ... and along with it released a list of major suppliers. Click if you care for the NYT article: www.nytimes.com/2014/02/14/technology/apple-says-supplies-dont-come-from-war-zones.html Lastly, in reading posts from last night I has to chuckle: I'm 46 and it just started. Plus, I have ham hands. Fingers like sausages. I figure I'll hold out for another 6 months. .... Shrek, is that you?!
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Post by Nevyn on Feb 13, 2014 4:30:17 GMT -8
COMPANY NEWS ALERT REFILE-China smartphone shipments shrink after 2 years of growth -IDC (Thomson Reuters)
BEIJING, Feb 13 (Reuters) - The explosive growth of smartphone sales in China, the world's biggest smartphone market, has come to a halt as unit shipments declined for the first time in more than two years, data firm IDC said on Thursday.
Shipments of smartphones in China fell 4.3 percent to 90.8 million in the fourth quarter from 94.8 million units in the previous one, the first drop-off since the second quarter of 2011, according to IDC.
"The world has increasingly looked to China as the powerhouse to propel the world's smartphone growth and this is the first hiccup we've seen in an otherwise stellar growth path," said Melissa Chau, a senior research manager with IDC.
"We are now starting to see a market that is becoming less about capturing the low-hanging fruit of first time smartphone users and moving into the more laborious process of convincing existing users why they should upgrade to this year's model."
Apple Inc's deal with China Mobile Ltd and the country's rollout of high-speed 4G mobile networks will encourage adoption of 4G-compatible smartphones and help shore-up growth, according to IDC.
Growth however, is shifting to other emerging markets, IDC said, as China's smartphone market becomes increasingly competitive.
Chinese smartphone manufacturers like Lenovo Group Ltd , which acquired Google Inc's Motorola handset unit for $2.9 billion last month, Huawei Technologies Co, ZTE Corp and Xiaomi Tech are already chasing overseas expansion.
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Post by artman1033 on Feb 13, 2014 4:48:33 GMT -8
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Post by jmolloy on Feb 13, 2014 5:23:57 GMT -8
I see the NYT (Brian Chen) are spinning it as negatively as possible: "Apple Says Supplies Don’t Come From War Zones" Implying that the NYT thinks differently... "Apple released a list of its major suppliers as part of its supplier responsibility report for the first time two years ago, following other corporations like Hewlett-Packard, Intel and Nike, which have released similar lists." Implying that Apple were LATE to this party... "This is the eighth such report that Apple has released. The company started conducting audits and publishing reports in 2007 after media reports of poor working conditions at Foxconn, a Chinese manufacturer of products for Apple, Sony, Microsoft and others." Implying that the Pulitzer prize winning NYT forced them to do it... closing with "Apple’s 2011 report showed that 137 workers had been seriously injured after cleaning iPad screens with n-hexane, a toxic chemical that can cause nerve damage and paralysis. The year before, there were several suicides among workers at Foxconn." Let's find the worst example in the historical documents and highlight it in the closing remarks. Yet more negative spin from the NYT.
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Post by phoebear611 on Feb 13, 2014 6:11:23 GMT -8
Honestly with these reports - AAPL IMHO always gets held to a different standard - this is just silly already. Go after the food companies and the crap they use in our foods that give us all cancer. This is - my favorite word - just effing "stupid". Move the conversation to products. Much ado about nothin!
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Post by mightydog on Feb 13, 2014 6:29:03 GMT -8
I think the $#!+ they put in our food makes us effing "stupid." It's all part of the grand plan, a population of dumb cows controlled by the rich and powerful.
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Post by artman1033 on Feb 13, 2014 6:45:20 GMT -8
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Post by artman1033 on Feb 13, 2014 6:52:11 GMT -8
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Post by appledoc on Feb 13, 2014 7:29:47 GMT -8
Continuing to act well and nobody is around to care.
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Post by phoebear611 on Feb 13, 2014 7:53:32 GMT -8
Doc - people care and they are lurking or trolling but just don't write anything. There isn't much to say wrt any news or catalyst on a day to day basis right now but once in a while someone posts and by the nature of their post it is obvious they have been reading all along. I assure you that if the stock starts doing "really well" people will feel more secure to add commentary. But don't think they aren't here or that they don't care. Patience Kemo Sabe.
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Post by po1nt on Feb 13, 2014 7:56:09 GMT -8
Still watching this area.....
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Post by senergy on Feb 13, 2014 8:02:01 GMT -8
Appledoc: I am one of those lurkers that has never posted on the boards, but I particularly watch your work on Elliot Wave board and thank you for sharing your efforts.
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Ted
fire starter
Posts: 882
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Post by Ted on Feb 13, 2014 8:07:54 GMT -8
Doc - people care and they are lurking or trolling but just don't write anything. There isn't much to say wrt any news or catalyst on a day to day basis right now but once in a while someone posts and by the nature of their post it is obvious they have been reading all along. I assure you that if the stock starts doing "really well" people will feel more secure to add commentary. But don't think they aren't here or that they don't care. Patience Kemo Sabe. +1 Yup, very true. I'm loving this price action and so is my over exposed AAPL portfolio.... Thanks, Pheobes, for the continued good work and morning reports! Doc, nice to see you having a better APPL-tude.
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Post by galleybob on Feb 13, 2014 8:09:56 GMT -8
I am here every day but I only lurk. Have been long since 2000, was on the AFB from the very beginning. Not interested at all in trading, technicals, Elliot Wave, etc, but I'm here because I enjoy reading the discussions about AAPL and Apple.
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Deleted
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Post by Deleted on Feb 13, 2014 8:31:55 GMT -8
Tech stocks are doing well today, so it's not underlying strength for Apple. MaxPain should close AAPL tomorrow at $539.97, or within close proximity. No voodoo required.
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Deleted
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Post by Deleted on Feb 13, 2014 8:43:28 GMT -8
Continuing to act well and nobody is around to care. I'm encouraged by Tim's big 14B buyback...he was great timing the extra large buyback last summer, when they retired a big portion of shares, then slowed down the rest of the year as Apple's price rose. If Tim is confident with Apple at $500 to be buying lots, that's a good sign if you ask me.
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Post by Red Shirted Ensign on Feb 13, 2014 8:43:38 GMT -8
Tech stocks are doing well today, so it's not underlying strength for Apple. MaxPain should close AAPL tomorrow at $539.97, or within close proximity. No voodoo required. Actually, we are hanging on stronger this week than I thought we would. calls are getting rolled...puts in place behind at 535 and maybe 540 now...I'm holding out for 545 tomorrow. I have no basis for this forecast, just mindless hope.....
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Ted
fire starter
Posts: 882
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Post by Ted on Feb 13, 2014 8:57:14 GMT -8
Tech stocks are doing well today, so it's not underlying strength for Apple. MaxPain should close AAPL tomorrow at $539.97, or within close proximity. No voodoo required. Actually, we are hanging on stronger this week than I thought we would. calls are getting rolled...puts in place behind at 535 and maybe 540 now...I'm holding out for 545 tomorrow. I have no basis for this forecast, just mindless hope.....How brazenly optimistic you are with your Sponge-esque outlook! I bid 4000 quatloos for this earthling! It _feels_ like Apple is still buying - with this nice tailwind… Institutional ownership increasing maybe?
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Deleted
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Post by Deleted on Feb 13, 2014 8:59:52 GMT -8
Tech stocks are doing well today, so it's not underlying strength for Apple. MaxPain should close AAPL tomorrow at $539.97, or within close proximity. No voodoo required. Actually, we are hanging on stronger this week than I thought we would. calls are getting rolled...puts in place behind at 535 and maybe 540 now...I'm holding out for 545 tomorrow. I have no basis for this forecast, just mindless hope..... That happened on Mon/Tues. But not Wed., so being this close to Friday, I'm not convinced we'll see OI change much tonight like it did earlier in the week. I do think sentiment is improving, no question. However, the bitterness I feel won't leave until we see $600+...if we do. A dose a realism has also taken hold in me where it concerns the stock market and AAPL.
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Post by mace on Feb 13, 2014 9:06:58 GMT -8
Tech stocks are doing well today, so it's not underlying strength for Apple. MaxPain should close AAPL tomorrow at $539.97, or within close proximity. No voodoo required. Max pain is only $527.50. AAPL is trading above highest OI(Feb 14 calls) of $540. Very seldom since last year Sep. Surprisingly strong and fast recovery of the earning drop. Technically, it has gone back into the Ichimoku's cloud (bullish) and above the strong technical resistance of $538.18 (adjusted for dividends). Next strong resistance is $576.57 (adjusted for dividends, clearing this level confirms a new ATH later in the year). Above $555, high possibility of testing the $576 resistance. The market is waiting for the new product category and digesting news flow about China Mobile. Other news are not so critical.
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Post by Red Shirted Ensign on Feb 13, 2014 9:10:48 GMT -8
I guess all the statements after earnings that AAPL was "dead money" for the quarter were...not...quite....right.
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Post by mace on Feb 13, 2014 9:12:03 GMT -8
However, the bitterness I feel won't leave until we see $600+...if we do. A dose a realism has also taken hold in me where it concerns the stock market and AAPL. You feel bitter because you're dabbling options. As an investor of AAPL for more than 15 years, I'm still savoring over the enormous gain and the surprised dividends (which is more than what I earned before retiring).
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mark
fire starter
Posts: 1,555
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Post by mark on Feb 13, 2014 9:13:25 GMT -8
Actually, we are hanging on stronger this week than I thought we would. calls are getting rolled...puts in place behind at 535 and maybe 540 now...I'm holding out for 545 tomorrow. I have no basis for this forecast, just mindless hope..... How brazenly optimistic you are with your Sponge-esque outlook! I bid 4000 quatloos for this earthling! It _feels_ like Apple is still buying - with this nice tailwind… Institutional ownership increasing maybe? That's entirely possible. At this point everyone is convinced that there will be an announcement or two in the coming months (i.e. between now and September), and not only are they (we) convinced, but they (we) are also convinced that whatever will be announced is a potential game changer ("new category[ies]"). So, it only makes sense for the institutions to jump in right now to play the potential extended pop on the rumors and the news. I'm happy with my recent purchases right after the earnings downdraft (shares at around 505 or so, more Jan '16 calls and call spreads) and sales (Jan '16 450 puts, hey I would LOVE to have some shares put to me for a net cost of just under $400 in January of 2016).
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Post by Luckychoices on Feb 13, 2014 9:35:25 GMT -8
Doc - people care and they are lurking or trolling but just don't write anything. There isn't much to say wrt any news or catalyst on a day to day basis right now but once in a while someone posts and by the nature of their post it is obvious they have been reading all along. I assure you that if the stock starts doing "really well" people will feel more secure to add commentary. But don't think they aren't here or that they don't care. Patience Kemo Sabe. What she said. :-)
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Post by macwire on Feb 13, 2014 10:48:47 GMT -8
whee!
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benoir
fire starter
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Posts: 1,318
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Post by benoir on Feb 13, 2014 11:08:23 GMT -8
Not trying to ruin your party but AAPL just seems to up on an up day. It would be really good if AAPL had a few days where it moved independently of the market. Or am I reading it wrong? ...and... What she said, also.
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Post by po1nt on Feb 13, 2014 11:32:57 GMT -8
Testing....
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Deleted
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Post by Deleted on Feb 13, 2014 11:39:53 GMT -8
However, the bitterness I feel won't leave until we see $600+...if we do. A dose a realism has also taken hold in me where it concerns the stock market and AAPL. You feel bitter because you're dabbling options. As an investor of AAPL for more than 15 years, I'm still savoring over the enormous gain and the surprised dividends (which is more than what I earned before retiring). Hindsight is 20/20, Mace. Yeah, I leveraged on the right company but in a crooked stock market. I didn't have the proper respect for call walls. Certainly, Apple's growth slowed more than anyone of us thought but in no way has it justified the kind of haircut in AAPL. I'm exiting the stock market -- most people I know who are insider/insiders acknowledge it's F'd up. Who am I to discount that?
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JDSoCal
Member
Aspiring oligarch
Posts: 4,186
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Post by JDSoCal on Feb 13, 2014 12:12:20 GMT -8
Large call wall at 540, but I am gun put shy after Tim Cook dropped the BuyBack Bomb last Thursday after close, which vitiated pain. If only he could announce a $14B buyback every Thursday. Plus, a very bullish AAPL week, great momentum, which may trump call pain. Hmm, to buy a 545-540 put spread, or not to buy... BTW, happy Dividend Day, common holders.
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Post by artman1033 on Feb 13, 2014 12:33:51 GMT -8
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