Mav
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Post by Mav on Mar 24, 2014 0:07:08 GMT -8
Your early morning market read/post is more than welcome, phoebear, hope you don't mind that I'm setting up the Intraday topic today. So... China HSBC flash PMI estimate "bad" - markets "like" it France PMI - much higher than expected, which is "good", so...markets like that too? Germany and EU up next. Hey, if it's good for AAPL today, it's all good.
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Post by appledoc on Mar 24, 2014 2:04:42 GMT -8
This could be the momentum we're looking for.
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Post by phoebear611 on Mar 24, 2014 2:06:18 GMT -8
As expected the morning news on CNBC (whose parent we know is Comcast) is buzzing about the news: AAPL/Comcast in talks about a streaming TV service deal Here is what I want to understand...I can't get Comcast in my area (Long Island). So what happens to folks like me.
And yes...something smells rotten with that last print on Friday. By the way AAPL was up over 7 points earlier and is currently up 5.5 points. One important thing here as well is that "technically" this is helpful for the stock to stay in a bullish trend...I believe.
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Post by artman1033 on Mar 24, 2014 2:25:30 GMT -8
"I'm a little verklempt."My yahoo bracket challenge shows over 4 MILLION better guessers than me.... AND a plot twist on one of my favorite TV shows Sunday night left me thinking: IT IS ALWAYS ABOUT THE MONEY!In similar AAPL related news: At the beginning of the month, TheStreet.com, a site that covers the stock market, announced it was expanding its platform to include new voices, and that contributors would be paid by the click. A contributor who receives 60,000 page views in a week, for example, would be paid $50. (A lot of mischief can occur when stock prices are being written about, but we’ll get back to that later.)www.nytimes.com/2014/03/24/business/media/risks-abound-as-reporters-play-in-traffic.html?_r=0
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Deleted
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Post by Deleted on Mar 24, 2014 2:33:00 GMT -8
Sentiment should get a boost from Apple's turning the page with the NYT -- Apple is running some big banner ads on that bird liner.
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Post by phoebear611 on Mar 24, 2014 2:35:28 GMT -8
Hey just a few economic numbers on the calendar this week so just wanted to give a very quick overview on the more important ones: - Flash PMI today
- Tuesday - Case/Schiller home prices - Consumer confidence index - New home sales
- Wednesday - Durable goods
- Thursday - Weekly jobless claims - Pending home sales
- Friday - Personal income - Consumer spending - UMichigan consumer sentiment
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Post by macwire on Mar 24, 2014 2:55:11 GMT -8
Moving day is upon us. Ready to load the boat...
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Post by artman1033 on Mar 24, 2014 3:43:34 GMT -8
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Post by Lstream on Mar 24, 2014 4:52:31 GMT -8
As expected the morning news on CNBC (whose parent we know is Comcast) is buzzing about the news: AAPL/Comcast in talks about a streaming TV service deal Here is what I want to understand...I can't get Comcast in my area (Long Island). So what happens to folks like me. And yes...something smells rotten with that last print on Friday. By the way AAPL was up over 7 points earlier and is currently up 5.5 points. One important thing here as well is that "technically" this is helpful for the stock to stay in a bullish trend...I believe. This brings up one of the challenges I have always seen with cable company deals - how does Apple make this anything close to a global iniative in any reasonable length of time? Will they be forced to do dozens of similar deals? A deal with one cable company is interesting, but nothing earth shattering even if it happens.
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Post by macwire on Mar 24, 2014 6:00:49 GMT -8
High beta bloodbath out there. Woof.
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Post by pauls on Mar 24, 2014 6:14:58 GMT -8
As expected the morning news on CNBC (whose parent we know is Comcast) is buzzing about the news: AAPL/Comcast in talks about a streaming TV service deal Here is what I want to understand...I can't get Comcast in my area (Long Island). So what happens to folks like me. And yes...something smells rotten with that last print on Friday. By the way AAPL was up over 7 points earlier and is currently up 5.5 points. One important thing here as well is that "technically" this is helpful for the stock to stay in a bullish trend...I believe. This brings up one of the challenges I have always seen with cable company deals - how does Apple make this anything close to a global iniative in any reasonable length of time? Will they be forced to do dozens of similar deals? A deal with one cable company is interesting, but nothing earth shattering even if it happens. Cable TV available without the cable would open up the market outside cable cos wired realms. Also bring true competition from the likes of VZ, ATT, Dish,etc. next step the a la carting of content and foreign mkts. Opens things up for many players in many markets--disruptive and apple will have a great seat at the table. I believe the cable cos have taken a lesson from Apple- disrupt your own market before someone does it for you. Long overdue.
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Ted
fire starter
Posts: 882
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Post by Ted on Mar 24, 2014 6:24:27 GMT -8
As expected the morning news on CNBC (whose parent we know is Comcast) is buzzing about the news: AAPL/Comcast in talks about a streaming TV service deal Here is what I want to understand...I can't get Comcast in my area (Long Island). So what happens to folks like me. And yes...something smells rotten with that last print on Friday. By the way AAPL was up over 7 points earlier and is currently up 5.5 points. One important thing here as well is that "technically" this is helpful for the stock to stay in a bullish trend...I believe. This brings up one of the challenges I have always seen with cable company deals - how does Apple make this anything close to a global iniative in any reasonable length of time? Will they be forced to do dozens of similar deals? A deal with one cable company is interesting, but nothing earth shattering even if it happens. If this is real, then it's a big deal. A paradigm shift has to start somewhere, no? Landing a deal with a giant like Comcast would be the lever that Apple could use to pry open the rest of the global market.
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Post by Lstream on Mar 24, 2014 7:07:22 GMT -8
This brings up one of the challenges I have always seen with cable company deals - how does Apple make this anything close to a global iniative in any reasonable length of time? Will they be forced to do dozens of similar deals? A deal with one cable company is interesting, but nothing earth shattering even if it happens. If this is real, then it's a big deal. A paradigm shift has to start somewhere, no? Landing a deal with a giant like Comcast would be the lever that Apple could use to pry open the rest of the global market.This depends a lot on what they are doing. If this is like Netflix and ends up being a streaming priority deal, then it is not much of a big deal. Plus how could it be anything else? Comcast does not own the content. They just deliver it. Does that empower them to deliver true a la carte programming to Apple customers, including a giant PVR in the sky? Or do they need all the content owners to agree? Without knowing more, I would be more excited if this pointed to some kind of content arrangement, but this looks like a possible deal with the owner of the pipe. How is that a big deal?
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Post by Luckychoices on Mar 24, 2014 7:26:08 GMT -8
OK, AAPL didn't hold the price where I first saw it this morning. I'm a very patient person, and I don't wish bad things for folks investing in different stocks_but I must admit to some satisfaction upon seeing a "reverse of the usual" stock activity that we've been seeing for these last couple of years.
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Ted
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Posts: 882
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Post by Ted on Mar 24, 2014 7:39:26 GMT -8
If this is real, then it's a big deal. A paradigm shift has to start somewhere, no? Landing a deal with a giant like Comcast would be the lever that Apple could use to pry open the rest of the global market. This depends a lot on what they are doing. If this is like Netflix and ends up being a streaming priority deal, then it is not much of a big deal. Plus how could it be anything else? Comcast does not own the content. They just deliver it. Does that empower them to deliver true a la carte programming to Apple customers, including a giant PVR in the sky? Or do they need all the content owners to agree? Without knowing more, I would be more excited if this pointed to some kind of content arrangement, but this looks like a possible deal with the owner of the pipe. How is that a big deal? I agree that we don't know what this possible deal is about and that if it's about getting priority streaming then it's not a big deal. But you seem quite eager to write it off as no biggie. While Comcast doesn't own the content, it does have contracts with all the content providers to distribute that content over its network. Would Apple need Comcasts's "blessing" to change the status quo in the form of a new contract? How are Comcast's agreements with content providers written - do they include the rights to allow alternative distribution through a third party? Would Comcast just lay down and submit if Apple made agreements with all the content providers without getting Comcast on board too? Or would Apple and Comcast have to come to terms as well? I don't know the answers, but I'm willing to ponder the possibilities . . .
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Mav
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Post by Mav on Mar 24, 2014 7:48:28 GMT -8
Day traders' paradise out there. Too bad I'm not a day trader. AAPL holding in OK but the markets are looking really weak. Tech as the early indicator? Heck, I dunno. IF AAPL can hold up today that's one little step in the right direction. Flight to safety.
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Ted
fire starter
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Post by Ted on Mar 24, 2014 8:13:11 GMT -8
This depends a lot on what they are doing. If this is like Netflix and ends up being a streaming priority deal, then it is not much of a big deal. Plus how could it be anything else? Comcast does not own the content. They just deliver it. Does that empower them to deliver true a la carte programming to Apple customers, including a giant PVR in the sky? Or do they need all the content owners to agree? Without knowing more, I would be more excited if this pointed to some kind of content arrangement, but this looks like a possible deal with the owner of the pipe. How is that a big deal? I agree that we don't know what this possible deal is about and that if it's about getting priority streaming then it's not a big deal. But you seem quite eager to write it off as no biggie. While Comcast doesn't own the content, it does have contracts with all the content providers to distribute that content over its network. Would Apple need Comcasts's "blessing" to change the status quo in the form of a new contract? How are Comcast's agreements with content providers written - do they include the rights to allow alternative distribution through a third party? Would Comcast just lay down and submit if Apple made agreements with all the content providers without getting Comcast on board too? Or would Apple and Comcast have to come to terms as well? I don't know the answers, but I'm willing to ponder the possibilities . . . This article offers just a bit of insight. CNN$ Article on Comcast / Apple"The Journal said that the two companies are holding talks that could result in Comcast delivering an Apple-branded TV service the same way it delivers phone calls and cable video-on-demand. These are called "managed services," and are set apart from the broadband connections that bring Netflix (NFLX), YouTube and other websites to customers."
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Post by Lstream on Mar 24, 2014 8:55:03 GMT -8
I agree that we don't know what this possible deal is about and that if it's about getting priority streaming then it's not a big deal. But you seem quite eager to write it off as no biggie. While Comcast doesn't own the content, it does have contracts with all the content providers to distribute that content over its network. Would Apple need Comcasts's "blessing" to change the status quo in the form of a new contract? How are Comcast's agreements with content providers written - do they include the rights to allow alternative distribution through a third party? Would Comcast just lay down and submit if Apple made agreements with all the content providers without getting Comcast on board too? Or would Apple and Comcast have to come to terms as well? I don't know the answers, but I'm willing to ponder the possibilities . . . This article offers just a bit of insight. CNN$ Article on Comcast / Apple"The Journal said that the two companies are holding talks that could result in Comcast delivering an Apple-branded TV service the same way it delivers phone calls and cable video-on-demand. These are called "managed services," and are set apart from the broadband connections that bring Netflix (NFLX), YouTube and other websites to customers." I am familiar with managed services offering. They do exactly what the article suggests in that they have a way to guarantee quality of service. The article also raises the exact point that I raised earlier - paraphrased to "what about content?". I suppose that this would be a stepping stone of some sort, because the customer could rely on the managed service to deliver an experience that is just as good as cable. But I also think that Comcast is going to take care of itself here, because someone signing up for this managed service becomes a candidate to drop cable altogether. So right now, this feels like a switch between pipe suppliers for now, if what we are hearing is representative of what is ends up being delivered.
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Post by chasmac on Mar 24, 2014 9:20:18 GMT -8
And what about those customers that don't have or don't have access to Comcast? Are they going sign agreements with all the big pipes?
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Post by phoebear611 on Mar 24, 2014 10:16:07 GMT -8
And what about those customers that don't have or don't have access to Comcast? Are they going sign agreements with all the big pipes? That was my question early this morning! By the way, I am sure that AAPL has thought of and is addressing content. They aren't exactly the Keystone Cops...I know some of us have been angry at them in the past for various things but c'mon!
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Post by mrentropy on Mar 24, 2014 10:19:02 GMT -8
I think we are about due for a "wheeeeee!" Can I get a second?
(Starting to feel better about the Oct 530/540 Put spread I sold a while back)
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Mav
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Post by Mav on Mar 24, 2014 11:36:49 GMT -8
I can regret this in 25 minutes. Or just delete it. Heck with it! Still valid at the close. And a very nice close, considering the broader markets and the NASDAQ!
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Post by nagrani on Mar 24, 2014 12:11:41 GMT -8
Golf clap. That's all I can give apple at this point. Need a $30-40 rip.
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Mav
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Post by Mav on Mar 24, 2014 12:14:58 GMT -8
No one's expecting that all in one day, right? Also, consider that the Nasdaq closed down almost 120 basis points.
AAPL has more to prove, but it's done all right so far.
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Post by nagrani on Mar 24, 2014 12:15:55 GMT -8
No. Apple has a lot to prove to me. Everyone is entitled to their opinion bro.
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Post by phoebear611 on Mar 24, 2014 12:23:00 GMT -8
No one's expecting that all in one day, right? Also, consider that the Nasdaq closed down almost 120 basis points. AAPL has more to prove, but it's done all right so far. Mav - what about technically? There seems to be a wall at $540. Many technicians think that is a great place to short so unless we cut through like a hot knife on butter, we may go lower again, no?
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Post by nagrani on Mar 24, 2014 12:43:40 GMT -8
We have Microsoft and office for iPad this week. Maybe that gives us the technical Viagra we need
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Post by redinaustin on Mar 24, 2014 12:53:51 GMT -8
And what about those customers that don't have or don't have access to Comcast? Are they going sign agreements with all the big pipes? That was my question early this morning! By the way, I am sure that AAPL has thought of and is addressing content. They aren't exactly the Keystone Cops...I know some of us have been angry at them in the past for various things but c'mon! The content owners are the "bundlers" and I don't think they will ever give that up voluntarily. Someone is going to have to take 'em to court and ask why we don't have to by hamburger in order to buy steak and why we don't have to by BP drugs to purchase antibiotics.
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icam
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Post by icam on Mar 24, 2014 13:06:06 GMT -8
Being up $8 at the open, the first minute of trading after monthly Opex, and holding to close up $6+, has my tinfoil hat brain thinking manipulation and conspiracy theories. This of course, after my March Bull Call spreads expired worthless last Friday for a nice hefty loss. But if today's price action would have happened last friday, I would have made $.
I'll believe the rumored Comcast deal when it becomes fact. For now, I believe that Comcast is manipulating the news cycle, and it's image, so as to influence the federal regulators that it won't be a monopoly and that it is looking to speed up the pipes so that they will approve the TWC purchase. I don't trust Comcast.
Also, as a Comcast cable and internet customer I can say from first hand experience that there service/product is mediocre, prices are sky high, and their customer service stinks.
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Post by Lstream on Mar 24, 2014 13:11:26 GMT -8
Also, as a Comcast cable and internet customer I can say from first hand experience that there service/product is mediocre, prices are sky high, and their customer service stinks. And like all cable and cellular companies, their unspoken motto is We're not happy till you're not happy.
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