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Post by phoebear611 on Mar 31, 2014 1:34:50 GMT -8
Good morning Last day of the month - good riddance to March. Green arrows around the world this morning and U.S. futures higher in PM. Biggest economic news this week is on Friday with the Unemployment/Employment Report. AAPL and Samsung continue their court battles today. It's like another epic...the Iliad, the Odyssey, the AAPL/Samung Court Battle ... it's never-ending. Nonsense speculation this morning as to whether it's a good idea for AAPL to buy YHOO: www.cultofmac.com/272272/theres-just-getting-around-apple-buying-yahoo/Someone refresh my memory but didn't TC mention something about communicating what the company is going to do with some of their cash (dividends/buybacks) within 60 days of last earnings? For sure someone here has a better memory than I do. And if so, wouldn't that time be right around now? Otherwise, fairly quiet out there. Enjoy the day.
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Post by appledoc on Mar 31, 2014 3:00:30 GMT -8
Well, we should be due for a dividend hike, no? Hopefully up to $3.50 at least.
We've been stuck in neutral so long now.
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Post by phoebear611 on Mar 31, 2014 3:31:39 GMT -8
In for another quiet day I believe.
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Post by appleaddict on Mar 31, 2014 5:29:19 GMT -8
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Post by macwire on Mar 31, 2014 5:37:25 GMT -8
Aapl filling gap lol. Really is an inverse etf. Ridiculous lol.
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Deleted
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Post by Deleted on Mar 31, 2014 5:48:38 GMT -8
Share buy back details to come anytime between now and April 28. Last year, Apple announced its share repurchase and dividend plan on April 23, the date of its earnings call.
Interestingly, in 2012, Apple announced share repurchase and dividends in March, a month ahead of when it released FQ2 earnings.
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Post by phoebear611 on Mar 31, 2014 6:05:41 GMT -8
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Post by Deleted on Mar 31, 2014 7:07:23 GMT -8
MSFT is up 2%. What a frigging joke, more laughable than even Office on iPad. Free downloads of the Office suite for iPad are COMPLETELY different from new subscriptions of $100 per year FOREVER in order to use it. Too, Excel is nearly unusable on iPad and Word is too high powered for most users on a tablet.
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Post by appledoc on Mar 31, 2014 9:06:18 GMT -8
I'll be another to call BS on the two new sizes. More likely that these two sizes are being tested, and one will be chosen. You damn well know Apple hasn't settled on a final product almost six months out from expected release.
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Post by Lstream on Mar 31, 2014 9:56:01 GMT -8
MSFT is up 2%. What a frigging joke, more laughable than even Office on iPad. Free downloads of the Office suite for iPad are COMPLETELY different from new subscriptions of $100 per year FOREVER in order to use it. Too, Excel is nearly unusable on iPad and Word is too high powered for most users on a tablet. Microsoft is up for good reason. Office for iPad is not targeted at people who want a standalone productivity suite. It is targeted at customers who are already desktop users of Office. It is the first product suite that allows files created on the desktop to be properly viewed on the iPad. I have files that are not that complicated where the Microsoft products are the only ones that open these properly. It is a good product and outstanding first effort from Microsoft. Lots of shortcomings for now, but that will improve. My business will likely become an Office 365 user due to Office for iPad. I expect we are not alone. Office for iPad will likely be a catalyst for lots of Office 365 sales. Think of it as a supplement for people who already use Office. Not a standalone suite. Microsoft has a huge reinvigorated market with the combination of the large install base of both iPad's and Office. Especially in Enterprise. $100 per year for an Enterprise worker is peanuts compared to the existing toolkit investment for the typical worker. It will be a no-brainer for many. This is a late, but still very important step for Microsoft. Also, I love what it does for the iPad, given that it is currently the exclusive tablet home for this product.
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Post by qualitywte on Mar 31, 2014 10:05:06 GMT -8
I'll be another to call BS on the two new sizes. More likely that these two sizes are being tested, and one will be chosen. You damn well know Apple hasn't settled on a final product almost six months out from expected release. 4.7" is essentially same as the 4.5" 5S model (measuring vertically). Changing from 4.5" to 4.7" could be just part of a body re-design for this year's release. The body size of the 4.7" model may be the same or even smaller with the screen closer to the edge. The 5.5" model would then be the additional larger size to capture the demographic that wants that.
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Post by Deleted on Mar 31, 2014 11:24:44 GMT -8
One can view Excel and Word without the app. Office 365 is a good value if you 1. buy new computers every year and 2. run it on multiple machines. If you keep your gear longer and have 1-2 machines, one is better off buying the software outright.
MS knows it can't add any real usable features to the suite and needs to milk consumers in the form of a subscription. The iPad apps are unlikely to add any significant incremental revenue to Mr. Softie. The utility of viewing spreadsheets and Word documents on an iPad (and possibly minor edits) doesn't alone justify a subscription.
I'd short MSFT here if it was rational. But it ain't.
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JDSoCal
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Post by JDSoCal on Mar 31, 2014 11:44:09 GMT -8
MSFT is up 2%. What a frigging joke, more laughable than even Office on iPad. Free downloads of the Office suite for iPad are COMPLETELY different from new subscriptions of $100 per year FOREVER in order to use it. Too, Excel is nearly unusable on iPad and Word is too high powered for most users on a tablet. Microsoft is up for good reason. Office for iPad is not targeted at people who want a standalone productivity suite. It is targeted at customers who are already desktop users of Office. It is the first product suite that allows files created on the desktop to be properly viewed on the iPad. I have files that are not that complicated where the Microsoft products are the only ones that open these properly. It is a good product and outstanding first effort from Microsoft. Lots of shortcomings for now, but that will improve. My business will likely become an Office 365 user due to Office for iPad. I expect we are not alone. Office for iPad will likely be a catalyst for lots of Office 365 sales. Think of it as a supplement for people who already use Office. Not a standalone suite. Microsoft has a huge reinvigorated market with the combination of the large install base of both iPad's and Office. Especially in Enterprise. $100 per year for an Enterprise worker is peanuts compared to the existing toolkit investment for the typical worker. It will be a no-brainer for many. This is a late, but still very important step for Microsoft. Also, I love what it does for the iPad, given that it is currently the exclusive tablet home for this product. I'm wondering if you have used Open Office for the iPad? I've used OOo for like a decade on the desktop when using computers without Office installed. Can open and save into Office formats. Works great. If this is a great thing for MSFT, not sure why AAPL's 30% cut isn't registering today.
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Post by Red Shirted Ensign on Mar 31, 2014 11:45:52 GMT -8
4.5 million shares trades so far....zzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzz.
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Post by Lstream on Mar 31, 2014 12:21:56 GMT -8
If this is a great thing for MSFT, not sure why AAPL's 30% cut isn't registering today. Apple only gets 30% on Office 365 Home purchased via in-app purchase. They get nothing on purchases direct from Microsoft, which includes ALL Enterprise sales.
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JDSoCal
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Post by JDSoCal on Mar 31, 2014 15:11:25 GMT -8
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Post by redinaustin on Mar 31, 2014 15:29:42 GMT -8
OT, but very cool and handy app, Soulver, I first noticed from this tweet: BenedictEvans: Coffee shop maths: whatever the strategic logic, a cheap iPhone doesn't do much for Wall Street t.co/TvJHRm4iNA
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Post by Red Shirted Ensign on Mar 31, 2014 17:44:22 GMT -8
China gets TD-LTE iPads tomorrow, April 1st!
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Post by firestorm on Mar 31, 2014 17:46:02 GMT -8
There was a recent piece in the Apple coverage media saying that Apple tried and failed to recruit employees of Swiss watch makers for their metallurgical expertise; it struck me that this is a little late to be worrying about something as fundamental as basic materials, unless they have generation 2 for the iWatch in mind.
Also, for the new software initiate for vehicles: does Apple get any financial gain from putting Siri and other capabilities into cars, or is it considered simply a necessary part of the ecosystem?
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Mav
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Post by Mav on Mar 31, 2014 17:55:10 GMT -8
OT, but very cool and handy app, Soulver, I first noticed from this tweet: BenedictEvans: Coffee shop maths: whatever the strategic logic, a cheap iPhone doesn't do much for Wall Street t.co/TvJHRm4iNADoesn't do much for Apple either. And a hypothetical $300 phone @50m units sold will be at the expense of iPhones higher up the quality/price chain. That's partly why Apple hasn't gone to cheaper iPhones, and why Samsung is in for some pain this year (they've never been the kind of player Apple is mix-wise, and the S5 is the least compelling upgrade yet)
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Post by Deleted on Mar 31, 2014 17:55:52 GMT -8
Why the drop in the AH? I know, this stock doesn't need bad news to sink.
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Mav
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Post by Mav on Mar 31, 2014 18:44:58 GMT -8
IMHO, anything that's around +/- 50 basis points AH is just whatever
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Post by Deleted on Mar 31, 2014 19:31:02 GMT -8
I suppose. I AM bullish on Apple, Inc., just to be clear. AAPL is another story. Great read in the NYT re: HFQ trading -- 360+ comments. On 60 Minutes, it was mentioned that over 50% of Americans distrust the stock market, as they should.
iPhone 6 is going to be big, literally and figuratively. It will be THE phone that will penetrate the Android market in a serious way, perfect timing too, given the lack of worthy competition from Samsung (the SG5 is a yawner). With soft prior year EPS results, Apple should begin to produce favorable YOY comparisons than we saw between 2013 v. 2012.
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