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Post by phoebear611 on Jun 3, 2014 2:32:55 GMT -8
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Post by rob_london on Jun 3, 2014 2:55:08 GMT -8
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Post by phoebear611 on Jun 3, 2014 3:15:20 GMT -8
David Hesseldahl (senior editor Re/Code) in an interview this morning (on CNBC) - said AAPL widened their universe - hit Android hard. Asked if the statement from critics claiming that AAPL is just playing catch-up is a valid statement. David said - no, not true - Android universe has a lack of consistency. AAPL has clarity and uniformity which basically simplifies the user experience within their ecosystem and anything GOOG comes out with will still have that inconsistency. It's not catch-up, it's different. Maybe he should hang around the set and speak to Cramer who seemed to have it ass backwards yesterday.
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Post by phoebear611 on Jun 3, 2014 3:29:00 GMT -8
Apple (AAPL) PT Raised to $725 at Susquehanna
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Post by phoebear611 on Jun 3, 2014 4:27:51 GMT -8
Jonathan Geller - BGR.com was interviewed:
Thought AAPL hit it outside of the park - lots of surprises. The lay person doesn't "get it" which is why the stock reacted the way it did. Thinks products were amazing. Also mentioned that Android operating systems aren't downloaded ... people still using the system they had two years ago (so it doesn't matter what the heck GOOG brings out - what good is it if no one engages?!) which is a vast difference from AAPL's operating system and how high the percentages are each time they come out with a new version.
Again IMHO - JD's point yesterday of these business shows consider having an articulate Computer Science professor on to explain the significance of what was brought out yesterday continues to resonate. I remember writing presentations that would be distributed to the general public and my lawyers would constantly tell me to dumb it down or to put it in plain english so that a vast majority could understand a complex structure. It's definitely something these segments lack.
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Post by phoebear611 on Jun 3, 2014 4:34:03 GMT -8
Canaccord Genuity analyst T. Michael Walkley boosted his price target on Buy-rated Apple (NASDAQ: AAPL) to $710.00 (from $660.00) following WWDC and its survey which suggests the company is positioned for a 'very strong' iPhone 6 upgrade cycle.
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Post by phoebear611 on Jun 3, 2014 5:12:48 GMT -8
Love old films ... doesn't Craig Federighi remind you of Montgomery Clift? USA Today thought he was great - compared him to SJ:
"His marathon stand-up gig today managed to bring back to WWDC a bit of the electric air that Jobs generated, if perhaps without the founder's unique intensity and with a touch more humility and humor..."
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Post by phoebear611 on Jun 3, 2014 5:13:55 GMT -8
Rob - I'm guessing it's just me and you today ... and I'm headed to the gym right now.
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Post by valere on Jun 3, 2014 5:17:13 GMT -8
One of the things I took away from wwdc was the emphasis Apple put on continuity and I think this may foreshadow a true television. I phone , I pad and Mac are al windows ( no pun) into the same cloud based data. Everything is seamless and continues , pictures , e mails, movies, music etc...ad to that one more window ..the TV. It will all be part of the same seamless experience. You watch TV , call comes in you can answer and FaceTime via the TV You work on a powerpoint and want to show your wife , switch to the TV You are watching a movie and need to go to another room, continue on Ipad..
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Post by rob_london on Jun 3, 2014 5:45:57 GMT -8
You work on a powerpoint and want to show your wife , switch to the TV You work on a what? Nice early morning move by AAPL. Currently +1%.
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Post by Red Shirted Ensign on Jun 3, 2014 5:51:20 GMT -8
You work on a powerpoint and want to show your wife , switch to the TV You work on a what? Nice early morning move by AAPL. Currently +1%. Yeah, the financial guys went down to the cafeteria, talked to the IT geeks, realized what happened yesterday, came back upstairs and put in buy orders...
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Post by artman1033 on Jun 3, 2014 5:57:22 GMT -8
IMHO:
Today, would be a great day to start shorting GOOG and buy AAPL with the proceeds. GOOG=$549.02 AAPL=$637.06
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Post by PikesPique on Jun 3, 2014 6:16:02 GMT -8
Sold my Bear Put Spreads (630/620) for only a slight loss this morning right before the rockets kicked in. They were bought as a hedge in case "sell the news" dragged us down further than it did. Loving the action now, as I think investors are now realizing there were game changers revealed in the Keynote and as the train begins to barrel into Split Junction.
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Deleted
Deleted Member
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Post by Deleted on Jun 3, 2014 6:18:19 GMT -8
PED posted today after a brief hiatus. No comments, just like his colleagues now (I'm sure Adam Lashinsky and David Goldman feel better about that, no doubt jealous over PED's once-vibrant Apple community).
Fortune has screwed it up so bad, I hope PED gets a divorce.
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Post by macglenn on Jun 3, 2014 6:24:15 GMT -8
Everyone notice how Spotlight will be edging out Google?
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Post by rickag on Jun 3, 2014 6:27:10 GMT -8
So far AAPL has not made the Selling on Strength list. This should be a god sign.
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Post by firestorm on Jun 3, 2014 6:30:39 GMT -8
Love old films ... doesn't Craig Federighi remind you of Montgomery Clift? USA Today thought he was great - compared him to SJ: "His marathon stand-up gig today managed to bring back to WWDC a bit of the electric air that Jobs generated, if perhaps without the founder's unique intensity and with a touch more humility and humor..." As I said yesterday, I think Tim Cook was wise to hand over most of the presentation to Federighi. It is a rare leader who is also a charismatic speaker, and clearly Cook has enough self-awareness and confidence that he is willing to give up the spotlight when necessary. Good for him. It is entirely possible that, had Cook given the whole presentation, the reaction by analysts and Wall Street would not have been as positive.
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Post by artman1033 on Jun 3, 2014 6:33:57 GMT -8
An email from today:
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Post by incorrigible on Jun 3, 2014 6:39:13 GMT -8
People tend to lose sight of the fact that WWDC is for developers. Did you hear the rousing applause when the announced multiple return types for variables? The geeks obviously loved that addition.
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Post by artman1033 on Jun 3, 2014 6:44:08 GMT -8
People tend to lose sight of the fact that WWDC is for developers. Did you hear the rousing applause when the announced multiple return types for variables? The geeks obviously loved that addition. 1f u c4n r34d th1s u r34lly n33d t0 g37 l41d
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Deleted
Deleted Member
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Post by Deleted on Jun 3, 2014 7:47:50 GMT -8
Benedict (can I call him Ben?) says that Apple has a lead for 6 months before Android handsets catch up. Poppycock. The iPhone 5s will remain superior to its counterparts until iPhone 6 is in the hands of customers. Touch ID, 64bit chip, build quality, etc. He's a bit hard to understand, but there are some interesting points made in the podcast.
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Post by artman1033 on Jun 3, 2014 7:54:29 GMT -8
Benedict (can I call him Ben?) says that Apple has a lead for 6 months before Android handsets catch up. Poppycock. The iPhone 5s will remain superior to its counterparts until iPhone 6 is in the hands of customers. Touch ID, 64bit chip, build quality, etc. He's a bit hard to understand, but there are some interesting points made in the podcast. IMHO: it is all in the capabilities of the 64 bit chip. The Android need a 64 bit chip before anything else.
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Post by socal Film Composer on Jun 3, 2014 8:27:58 GMT -8
Great WWDC yesterday. As a LONG time mac user, I welcome their strategy of further making the OSX to IOS relationship more integrated. And a Big shout out on Photo editing in the cloud. iPhoto's photo management has been kind of broken since iCloud/photo stream came a long with photo stream etc. (in terms of a SINGLE master library - now the idea that a photo edit done on my iPad (or even iPhone) can propagate back to our large 80 GIG library of photos is wonderful news. I will def. be one of those folks option for (at least) the 200 gig per month iCloud dropbox & photo storage.
OT Apple supplier SWKS went up nicely today as well, on strong earnings and raised guidance. - I'm curious if any other of you hold Skyworks? - I've been long about 5 year there.
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bud777
fire starter
Posts: 1,354
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Post by bud777 on Jun 3, 2014 8:47:54 GMT -8
Somewhere in Seoul a lot of people are meeting in conference rooms figuring out how to absorb the latest input from their R&D department.
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Post by artman1033 on Jun 3, 2014 9:02:14 GMT -8
OOOH! OOOOH! Found a new APPLE news aggregator site: machash.com/
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Post by nagrani on Jun 3, 2014 9:16:34 GMT -8
Artman - that's probably like free porn for you, huh?
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JDSoCal
Member
Aspiring oligarch
Posts: 4,189
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Post by JDSoCal on Jun 3, 2014 9:17:33 GMT -8
The Android need a 64 bit chip before anything else. Actually, they'd need a 64-bit OS first.
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Post by rickag on Jun 3, 2014 9:41:26 GMT -8
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Mav
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Post by Mav on Jun 3, 2014 10:05:15 GMT -8
Apparently, it IS still possible to have meaningful leads in hardware provided an innovative enough mindset and the processes and resources to match.
Your move Qualcomm/NVIDIA/Samsung/etc. It's been like 9 months and Apple just released an update to improve the EXISTING A7 even before it's successor's announced .
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Deleted
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Post by Deleted on Jun 3, 2014 10:40:18 GMT -8
Somewhere in Seoul a lot of people are meeting in conference rooms figuring out how to absorb the latest input from their R&D department. I hope they're still scrambling with succession planning, including political intrigue and mafia style moves that take precedence over its business. I think Apple is going to cook Samsung.
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