|
Post by phoebear611 on Mar 14, 2014 3:31:42 GMT -8
Good morning ~ as expected overseas markets followed the US down but things are improving slightly and US futures are actually green as I type. Would be nice to get a bit of a recovery and have AAPL retrace back to $535 but we'll see what the day brings. As I said yesterday night - doubtful Putin would do anything to please the west however his oligarchs may be pressuring him as the Russian market tumbles and asset prices collapse...hits their wallets and in the end, I guess it really is all about money above all else. Again, we'll see.
Yesterday I asked appledoc to share his insights on the damage that may have been done to the charts in yesterday's session for those of you who like to incorporate a bit of TA with your FA and he wrote:
"We're getting BB compression, which typically means a big move in one direction or the other. After Wednesday's close, we were above all the meaningful moving averages. Now we're below them all, except for the 200 day. MACDh has reversed course. Be careful if 515 doesn't hold. And if 493 doesn't hold, it will be a long and uncomfortable spring and summer."
No news on AAPL this morning that would turn the needle as of right now but hey, TC, feel free to make some unexpected positive comments if you're listening.
In other news, incredibly the Malaysian missing aircraft story continues - now foul play by the pilot or other crew members is coming under consideration as the authorities believe communication was turned off on purpose and the plane continued to travel. This is just so crazy - sorry to bring it up every morning but I've never heard anything so ridiculously convoluted and wild...
Good luck to all - enjoy your day!
|
|
|
Post by po1nt on Mar 14, 2014 5:13:23 GMT -8
Yesterday I asked appledoc to share his insights on the damage that may have been done to the charts in yesterday's session for those of you who like to incorporate a bit of TA with your FA and he wrote: "We're getting BB compression, which typically means a big move in one direction or the other. After Wednesday's close, we were above all the meaningful moving averages. Now we're below them all, except for the 200 day. MACDh has reversed course. Be careful if 515 doesn't hold. And if 493 doesn't hold, it will be a long and uncomfortable spring and summer."
Good Morning boys and girls. Thank you phoebear as always for rallying the troops. I agree with doc. Something is brewing. We have been toying around with the 100-day and 50-day, BB's have been compressing and were sitting right on a trend line. I'm not sure I believe the move yesterday since the volume has been so low. If we can just get some damn volume, and recover the MA's then were off and running. As doc said watch 515->493 below and 540->550 above. I've noted a similar compression in my chart from November, and you can see what followed. Also, VXAPL is WAY low, keeping an eye on that for direction, it should follow the direction of (or move ahead of) the move when it happens. It also leads to some cheap options, so if that turns you on, now would not be a bad time. Cheers!
|
|
bud777
fire starter
Posts: 1,353
|
Post by bud777 on Mar 14, 2014 5:27:18 GMT -8
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Mar 14, 2014 5:52:36 GMT -8
Seriously, its way past time...lets see this new product category already laser focused Tim
|
|
|
Post by macwire on Mar 14, 2014 7:06:38 GMT -8
Seriously, its way past time...lets see this new product category already laser focused Tim lol at this point
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Mar 14, 2014 7:34:08 GMT -8
It's been 5 years since the iPad...this would be comical if I wasn't invested in the company. You're a hardware company, Apple...release some new hardware already.
|
|
|
Post by Lstream on Mar 14, 2014 7:49:16 GMT -8
It's been 5 years since the iPad...this would be comical if I wasn't invested in the company. You're a hardware company, Apple...release some new hardware already. The original iPad started shipping in April 2010, so four years, not five.
|
|
|
Post by jmolloy on Mar 14, 2014 7:51:32 GMT -8
It's been 5 years since the iPad...this would be comical if I wasn't invested in the company. You're a hardware company, Apple...release some new hardware already. It's been 6 years since the release of the iPod... This would be comical... Yes, there was a larger difference in time between the iPod and the iPhone. Getting stuff right takes time.
|
|
|
Post by Volvocoupe on Mar 14, 2014 7:56:37 GMT -8
It's been 5 years since the iPad...this would be comical if I wasn't invested in the company. You're a hardware company, Apple...release some new hardware already. Actually it will be 4 years on April 3rd.
|
|
|
Post by mace on Mar 14, 2014 8:08:46 GMT -8
It's been 5 years since the iPad...this would be comical if I wasn't invested in the company. You're a hardware company, Apple...release some new hardware already. Apple is so successful in creating a new hardware category that everybody (industry, consumers and investors) expect Apple to do so in increasing frequency. In 1977, Apple released the first desktop (come with a monitor and keyboard): Apple II. In 1984, Macintosh. In 1991, first laptop, PowerBook 100 (Macintosh Portable is not a laptop). ... average 7 years between category ... In 2001, iPod. In 2007, iPhone. In 2010, iPad. ... average 5 years between category ...
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Mar 14, 2014 8:08:54 GMT -8
OK, so it's been "only" 4 years since something new...my mistake. That's still pretty bad for a hardware company.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Mar 14, 2014 8:14:34 GMT -8
Also, while I love the iPad and use it everyday, please don't try and say it's a completely new product from the iPhone. It's basically a supersized iPhone. If Apple releases an iPad Pro that's 13", does that count as a new category then as well? Sorry, but I don't believe it does.
|
|
|
Post by Lstream on Mar 14, 2014 8:20:56 GMT -8
Also, while I love the iPad and use it everyday, please don't try and say it's a completely new product from the iPhone. It's basically a supersized iPhone. If Apple releases an iPad Pro that's 13", does that count as a new category then as well? Sorry, but I don't believe it does. Disagree entirely. Various companies tried and failed to create a successful tablet computer. Apple created an entire new product category that an iPhone was never going to fulfill. That it stood on the shoulders of the iPhone which apparently stood on the shoulders of a tablet development is irrelevant. What matters is how people use the product and the new jobs it does for the customers. Not how it came to life. I too am impatient with Apple and Cook, but this criticism is off base in my opinion.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Mar 14, 2014 8:51:22 GMT -8
Also, while I love the iPad and use it everyday, please don't try and say it's a completely new product from the iPhone. It's basically a supersized iPhone. If Apple releases an iPad Pro that's 13", does that count as a new category then as well? Sorry, but I don't believe it does. Disagree entirely. Various companies tried and failed to create a successful tablet computer. Apple created an entire new product category that an iPhone was never going to fulfill. That it stood on the shoulders of the iPhone which apparently stood on the shoulders of a tablet development is irrelevant. What matters is how people use the product and the new jobs it does for the customers. Not how it came to life. I too am impatient with Apple and Cook, but this criticism is off base in my opinion. That's not really what I mean...the difference is more on the marketing side and that people were familiar and loved the iPhone already. The difference on the hardware/software side between the iPhone and iPad is not a massive difference, like with the MacBook Air and the iPad...or AppleTV and the iPhone. Those 2 comparisons are completely different...the iPad and iPhone are very similar. From a Technical perspective, what's different between the iPad and the iPhone, other than the size? That's what I'm getting at...and again, I love the iPad, but you can't tell me from an engineering standpoint that it's a completely new product.
|
|
|
Post by Lstream on Mar 14, 2014 9:17:25 GMT -8
Disagree entirely. Various companies tried and failed to create a successful tablet computer. Apple created an entire new product category that an iPhone was never going to fulfill. That it stood on the shoulders of the iPhone which apparently stood on the shoulders of a tablet development is irrelevant. What matters is how people use the product and the new jobs it does for the customers. Not how it came to life. I too am impatient with Apple and Cook, but this criticism is off base in my opinion. That's not really what I mean...the difference is more on the marketing side and that people were familiar and loved the iPhone already. The difference on the hardware/software side between the iPhone and iPad is not a massive difference, like with the MacBook Air and the iPad...or AppleTV and the iPhone. Those 2 comparisons are completely different...the iPad and iPhone are very similar. From a Technical perspective, what's different between the iPad and the iPhone, other than the size? That's what I'm getting at...and again, I love the iPad, but you can't tell me from an engineering standpoint that it's a completely new product. I don't think the engineering/technical perspective matters. What matters is the use case and the net new revenue stream generated. And I am an engineer, although obsolete. The iPad accounted for over $30B of revenue that would not of existed otherwise in 2013. Honestly, who cares if it had a head start in engineering. $30B counts as a new category for me, no matter how simple it was to create. Just because Apple makes this look simple and obvious in hindsight does not mean it was.
|
|
|
Post by redinaustin on Mar 14, 2014 9:55:20 GMT -8
It's been 5 years since the iPad...this would be comical if I wasn't invested in the company. You're a hardware company, Apple...release some new hardware already. "You're a hardware company, Apple.." Your first misstake
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Mar 14, 2014 10:13:18 GMT -8
It's been 5 years since the iPad...this would be comical if I wasn't invested in the company. You're a hardware company, Apple...release some new hardware already. "You're a hardware company, Apple.." Your first misstake I disagree...Apple makes money off hardware, not software. They give away the software so they can sell beautiful and well engineered hardware at 40% markup. Why do you think they went from charging to iWork to giving it away? They give it away to get more hardware sales...if they were a software company, they'd sell the hardware at cost and sell the software.
|
|
|
Post by nagrani on Mar 14, 2014 10:15:04 GMT -8
If u were apple - would you release something if it wasn't going to be magical?
|
|
JDSoCal
Member
Aspiring oligarch
Posts: 4,186
|
Post by JDSoCal on Mar 14, 2014 10:23:25 GMT -8
I don't think the engineering/technical perspective matters. What matters is the use case and the net new revenue stream generated. And I am an engineer, although obsolete. The iPad accounted for over $30B of revenue that would not of existed otherwise in 2013. Honestly, who cares if it had a head start in engineering. $30B counts as a new category for me, no matter how simple it was to create. Just because Apple makes this look simple and obvious in hindsight does not mean it was. Actually, the iPad prototype came before the iPhone. Jobs just saw the iPhone as a more immediate opportunity, so he put the iPad on the back burner. And it is nonsense to suggest they aren't two product categories. Name me one person who wouldn't buy one because they already have the other. The main reason Apple hasn't sold "phablets." Again, there is a difference between invention and innovation. The latter involves tying inventions to new markets.
|
|
JDSoCal
Member
Aspiring oligarch
Posts: 4,186
|
Post by JDSoCal on Mar 14, 2014 10:24:48 GMT -8
|
|
JDSoCal
Member
Aspiring oligarch
Posts: 4,186
|
Post by JDSoCal on Mar 14, 2014 10:28:50 GMT -8
"You're a hardware company, Apple.." Your first misstake I disagree...Apple makes money off hardware, not software. They give away the software so they can sell beautiful and well engineered hardware at 40% markup. Why do you think they went from charging to iWork to giving it away? They give it away to get more hardware sales...if they were a software company, they'd sell the hardware at cost and sell the software. So then Canon and Epson and Lexmark are ink companies?
|
|
|
Post by firestorm on Mar 14, 2014 10:49:17 GMT -8
From MacRumors today, the iPad Pro is on hold. So that won't be a "sort of new" category for the foreseeable future.
As a long-time Epson printer user for my photography, I would say that, yes, Epson is pretty much an ink company. The big printers are cheap for what they are, and I can't imagine that Epson makes much profit from the hardware. The inks and paper, however, add up to thousand of dollars a year for my modest use..
|
|
|
Post by nagrani on Mar 14, 2014 11:03:37 GMT -8
If we did below 500. Will go all in
|
|
|
Post by Lstream on Mar 14, 2014 11:04:45 GMT -8
Actually, the iPad prototype came before the iPhone. Jobs just saw the iPhone as a more immediate opportunity, so he put the iPad on the back burner. Yep, as per this quote from my first post on this.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Mar 14, 2014 11:25:57 GMT -8
I disagree...Apple makes money off hardware, not software. They give away the software so they can sell beautiful and well engineered hardware at 40% markup. Why do you think they went from charging to iWork to giving it away? They give it away to get more hardware sales...if they were a software company, they'd sell the hardware at cost and sell the software. So then Canon and Epson and Lexmark are ink companies? They certainly aren't software companies...
|
|
|
Post by lucy on Mar 14, 2014 12:05:38 GMT -8
|
|
|
Post by mace on Mar 14, 2014 12:09:35 GMT -8
Handkerchieves and scarves are of the same category .
|
|
bud777
fire starter
Posts: 1,353
|
Post by bud777 on Mar 14, 2014 12:36:18 GMT -8
You won't find a bigger fan of Apple and Tim Cook than myself, but I think that there HAVE been some things that show up as just mistakes. I think moving product cycles so that there is a flurry in the fall and little the rest of the year was not a good idea. Macs in the spring, iPhones in the summer and iPads and iPods in the fall keeps people interested all year.
I think hiring John Browett was a mistake that clearly cannot be spun into a plus. And finally, I think Tim's announcement last year that there would be "new product categories" in late 2013 and into 2014 was a misleading blunder. Every month that goes by calls into question Apple's competence either in marketing or in engineering execution.
Given that, Steve Job' decision to price the original iPhone too high and then to drop it by $100 falls into the same category. So does the round mouse with the iMac as does the Cube. Waiting so long to go to Intel chips was a mistake. The Maps fiasco seemed to me to be more of a consequence of the negotiations over turn-by-turn than a bad decision or bad software execution, but it certainly made the point that Apple is not infallible.
Just like it is foolish to expect the stock to go up every week like it did a few years ago, it is foolish to expect that there won't be management stumbles along the way. I just take the long view that they will do more right than wrong, that when the products get here, they will be better than anything else, and that the stock price will reflect this in the long run.
But it would be a whole lot easier if I wasn't waiting for them to deliver on "new categories"
Having said all that, Apple has increased my net worth by about $100K every year for the last 5 years, including 2013. I am by no means complaining.
|
|
|
Post by rickag on Mar 14, 2014 13:01:23 GMT -8
I think the point is that while the iPhone & iPad are definitely different categories the time to market between the two was shortened because the technologies for both are very similar, both hardware and software.
|
|
|
Post by artman1033 on Mar 14, 2014 15:53:04 GMT -8
|
|