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Post by phoebear611 on Apr 7, 2014 3:25:51 GMT -8
Good morning Overseas markets down US futures down AAPL red On the economic calendar this week: Consumer Credit at 3 pm today / Tues: NFIB Small Bus. Index @ 7:30 am ~ Job Openings @ !0:00 am / Weds.: Wholesale Inventories @ 10:00 am ~ FOMC Minutes @ 2:00 pm / Thurs.: Jobless Claims and Import Price Index @ 8:30 am ~ Federal Budget @ 2:00 pm / Fri.: PPI @ 8:30 am ~ UMich Consumer Sentiment @ 9:55 am Out of JPM: Korean Firm Reportedly Makes Sample Panels for Apple’s iTV : An unnamed local display maker is making sample display panels for Apple’s iTV, which is expected to be mass-produced next year, according to a report by the Korea Herald. The report said that “the company is making 65-inch organic light-emitting diode sample panels for Apple’s iTV in collaboration with Apple.” Speculation has been mounting that Apple’s iTVs will be rolled out this year following numerous delays. However, the article said that the plan has once again been deferred to 2015....We find it tough to believe that Apple wants to get into the actual TV display business. People turn over their TV on average every 7 years so, after initial sell-in, we believe the market would tend to stagnate for Apple....We would rather see Apple focus on improving the existing AppleTV platform with additional content and functionality. In other AAPL news:Samsung's "Beat Apple" Memo: appleinsider.com/articles/14/04/07/samsungs-beat-apple-memo-threat-from-apple-extremely-real-and-urgent?utm_source=dlvr.it&utm_medium=twitterApple acknowledges that the consumer wants larger phone: www.macrumors.com/2014/04/06/consumers-want-larger-iphones/
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Post by artman1033 on Apr 7, 2014 3:36:31 GMT -8
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Post by artman1033 on Apr 7, 2014 3:42:06 GMT -8
Editor’s note: Dave Feldman is the co-founder of Emu. Previously he was Entrepreneur in Residence for CrunchFund, led the 2011 redesign of TechCrunch, and managed the design team for Yahoo! Messenger. Emu for iPhone is available now. In late 2012, we decided to launch Emu on Android first. It went against the conventional wisdom at the time, but we saw a real advantage. Sixteen months later, we’re back on iOS: Emu for iPhone launched on April 2. Here’s why Android didn’t work out for us and why you should think carefully before going Android-first. techcrunch.com/2014/04/06/the-fallacy-of-android-first/IMHO: if apps are the MOST important differentiator, iPhone has WON the battle, but not yet the war.
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Post by ahmpower on Apr 7, 2014 4:24:17 GMT -8
First they copy Apple then they see Apple as a threat?? Pfff.
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Post by Deleted on Apr 7, 2014 5:33:49 GMT -8
Is it really too much to expect CNBC (and others) to accurately reflect today's change? Adding Friday's drop to this morning's change isn't doing much for my confidence in the stock market.
And for those impressed by MSFT's 12M Office downloads: A download is worth more to Apple's EPS than Mr. Softie's EPS (do the math).
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Post by artman1033 on Apr 7, 2014 5:34:17 GMT -8
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Post by artman1033 on Apr 7, 2014 5:36:56 GMT -8
Is it really too much to expect CNBC (and others) to accurately reflect today's change? Adding Friday's drop to this morning's change isn't doing much for my confidence in the stock market. And for those impressed by MSFT's 12M Office downloads: A download is worth more to Apple's EPS than Mr. Softie's EPS (do the math). Help me with the math.. IMHO: The actual app is free. WHAT matters is where you BUY the download. OTOH: it does show the value of the iPad ecosystem over surface. The numbers are NOT correct! CORRECT number! Looks like ARCA is to blame.
Where are the numbers at the top of the page from?
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Post by Lstream on Apr 7, 2014 5:48:30 GMT -8
Is it really too much to expect CNBC (and others) to accurately reflect today's change? Adding Friday's drop to this morning's change isn't doing much for my confidence in the stock market. And for those impressed by MSFT's 12M Office downloads: A download is worth more to Apple's EPS than Mr. Softie's EPS (do the math). A download is worth nothing to both of them. What matters is the Office 365 subscription. Microsoft keeps 70% or 100% of that revenue, depending on where it is purchased. I am not following how a download is worth more to Apple under any scenario.
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Post by Deleted on Apr 7, 2014 5:50:55 GMT -8
IMHO: if apps are the MOST important differentiator, iPhone has WON the battle, but not yet the war. I think everyone has known for a while that Apps are better designed on the iPhone, Developers get more money from iOS and it's easier to design for...but with that said, every major app is going to develop for both systems anyways. I don't see Apps as a battleground...I'd just like a new keyboard App to come to iOS.
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Post by Deleted on Apr 7, 2014 6:47:50 GMT -8
Obviously, ANY download that converts a free to paying customer is how Apple realizes more EPS than Microsoft. Why? The # of shares outstanding for MSFT (8B) overcomes it's 70% cut relative to AAPL's 900M shares and 30% cut.
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Post by Deleted on Apr 7, 2014 6:55:58 GMT -8
Obviously, ANY download that converts a free to paying customer is how Apple realizes more EPS than Microsoft. Why? The # of shares outstanding for MSFT (8B) overcomes it's 70% cut relative to AAPL's 900M shares and 30% cut. I dont think Apple gets any of the cut from someone with ab Office 365 subscription
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Post by Deleted on Apr 7, 2014 7:04:53 GMT -8
Obviously, ANY download that converts a free to paying customer is how Apple realizes more EPS than Microsoft. Why? The # of shares outstanding for MSFT (8B) overcomes it's 70% cut relative to AAPL's 900M shares and 30% cut. I dont think Apple gets any of the cut from someone with ab Office 365 subscription If the iPad user purchases it through the app, Apple collects 30%. It's possible for customers to purchase Office 365 outside the App store, but if Mr. Softie converts 20% of the free downloads into paying customers (however they do it), I'd be surprised. Office on a tablet isn't very good, except for very light editing. Spreadsheet creation on an iPad? I'd rather have a root canal.
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Post by Lstream on Apr 7, 2014 8:31:32 GMT -8
Office on a tablet isn't very good, except for very light editing. Spreadsheet creation on an iPad? I'd rather have a root canal. Office on a tablet is leagues ahead on anything else on a tablet. It is the only product that can properly deal with files created by the desktop versions of Office. I don't think it is even necessary for it to do a good job of spreadsheet creation to be successful. The fact that Enterprise workers can now confidently take their iPad on any business trip and still be able to work on important files is a big deal in my opinion. It means that one can travel on short trips with just the iPad. This is a breakthrough in my opinion. I think Office 365 subscriptions are going to see a bump because there is no other way to get Office on a tablet. MacWorld is unequivocal in calling Excel the best spreadsheet app on the iPad.
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Post by Deleted on Apr 7, 2014 8:47:01 GMT -8
The point is, one doesn't need Office 365 to view Excel documents. And for those doing spreadsheet creation, good luck. And who gives a flying F what reviewers have to say -- they're clueless about how enterprise operates. They're talking heads who use a keyboard.
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Post by Lstream on Apr 7, 2014 9:26:39 GMT -8
The point is, one doesn't need Office 365 to view Excel documents. And for those doing spreadsheet creation, good luck. And who gives a flying F what reviewers have to say -- they're clueless about how enterprise operates. They're talking heads who use a keyboard. Viewing is not enough for a lot of Enterprise workers. Users need the ability to edit as well, even if they are not the creator of the document. MacWorld got that part right, in spite of their alleged cluelessness. Office is the only legit alternative if you want to preserve file integrity Our company is going to become an Office 365 subscriber because of Office on the iPad. I doubt we are alone. I am not projecting any numbers because of this anecdote, but I think Enterprises of all sizes are now more likely to become subscribers. I am not convinced that Office for iPad is the dud you think it is. It will be interesting to track subscription revenue going forward.
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Post by appledoc on Apr 7, 2014 10:10:51 GMT -8
Tech getting killed again. Relatively speaking, we're doing a hell of a lot better than all the other big name tech over the last month.
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Post by nagrani on Apr 7, 2014 10:23:48 GMT -8
What's your current technical read doc?
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Post by Deleted on Apr 7, 2014 12:13:41 GMT -8
The "news" is that the tech glitterati COULD have reported that Apple can potentially see a bigger EPS bump from Office 365 than Microsoft, but they didn't. I love Excel but would not dream of using it on an iPad. If rumors pan out that Apple is building an iPad keyboard, I'll rethink my aversion to signing up for Office 365 for the sole reason it's now compatible with iPad.
As it is, I'm on my last license before I have to buy another Office copy. MSFT doesn't let the user transfer Office to a new machine, which explains some of my hate for Mr. Softie. Office 365 may well be the the way to go, even with the $100 per year annuity I'll pay Microsoft.
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Post by appledoc on Apr 7, 2014 12:14:04 GMT -8
What's your current technical read doc? Hard to read. I think it's a good spot to take a risk, but personally, I'd much rather wait to confirm an uptrend.
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Post by Deleted on Apr 7, 2014 12:23:29 GMT -8
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Post by artman1033 on Apr 7, 2014 14:48:30 GMT -8
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Post by The Big Toe on Apr 7, 2014 14:56:05 GMT -8
I wonder if Samsung will start suing Apple all of the time to get access to Apple exec's emails.
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Post by phoebear611 on Apr 7, 2014 15:20:23 GMT -8
What I don't like is that these memos that are now for public consumption shows how vulnerable they feel. WTF is wrong with people?! What don't you get? If you don't want something potentially on the front page of a newspaper do not put it in writing ! Emails can be used for discovery. This is just frigging stupid and their internal legal counsel should be on this like a fly on shit! So aggravating! UGH!
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Post by phoebear611 on Apr 7, 2014 15:29:49 GMT -8
Hey doc or iPad or Mace or Mav or several others who are watching the technicals (I'm dating myself but I'm starting to feel like "Romper Room" - some of you will understand what I mean) --- Dan Nathan on CNBC as well as a few others on some sites are suggesting that a trip down memory lane to $515 gives us the right shoulder of a head and shoulders configuration. Are you folks seeing that as well?
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Post by phoebear611 on Apr 7, 2014 15:43:12 GMT -8
Samsung 1Q profits shy of estimates Operating Profit 8.4 trillion Korean won versus forecast of 8.52 trillion
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Post by nagrani on Apr 7, 2014 16:22:13 GMT -8
Yes. We are going to test 500
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bud777
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Post by bud777 on Apr 7, 2014 16:24:56 GMT -8
And we are headed to 500...yep, everything is right with the world
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Post by Deleted on Apr 7, 2014 16:26:23 GMT -8
Whatever. WS is so F'd up we have to rely on TA to predict stock direction. Apple has notified winners of WWDC lottery. I didn't even submit my registration. I built one app and I doubt I'll do another -- I didn't use "flappy" in the title like I should have. Incidentally, WWDC should be about Apple TV Plus, or something. Not that WS will get excited, unless it buys WhatsApp for $38B from Facebook
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Post by phoebear611 on Apr 7, 2014 16:30:58 GMT -8
Well at $500 the Street is waiting for the Company to step in again. This whole thing is f'ed up.
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Post by geraci on Apr 7, 2014 16:35:38 GMT -8
This is old (July 2012) but I find it to be an interesting explanation of Apple's sideways price movement: Why is Apple's P/E so low?"Why is Apple’s P/E lower than the S&P while its growth prospects are so much greater? Here are a couple possible explanations. Institutional investors may be “maxed out” on how much Apple they can own. Institutional investors recognized that Apple was a growth stock at a good price. Yet traditional institutional investors, such as the large money managers like Fidelity, Vanguard or State Street, may be able to own just so much of one stock in each fund. So, for example, each fund may be limited by its charter of owing maximum of 3-5% of any one particular stock. Once they “fill their position” in Apple, they can’t buy anymore." "What gets more perverse is this: If they are correct in their assessment of Apple and the stock price appreciates relative to other stocks, Apple will become an even bigger percentage of their portfolio (if other stocks in the portfolio do not appreciate in lock-step). At that point, Apple will exceed the limit of any one stock in the portfolio and fund managers may have to pare their position. The irony, thus, is as Apple does better, it could create downward pressure on the stock because fund managers may have to sell to remain within their stock allocation discipline."
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