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Post by rickag on Jun 3, 2014 10:42:43 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 . Or its competitors 1st attempt at either 64 bit mobile cpus or 64 bit mobile software hits the market. Some nitwit on CNN's site posted that Apple is closing the holes in their software compared to Android, but still haven't innovated. I guess the A7, with the first 64 bit operating system doesn't qualify.
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Mav
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Post by Mav on Jun 3, 2014 10:48:14 GMT -8
Good enough in some areas: Retina resolution, battery
Superior in others: Al-u-min-i-um construction
Big lead in silicon: Efficiency-minded, 64-bit, 100% custom
Intriguing move to better/faster code with Metal and Swift (btw, when's Android 5.0 due guys? Will it still run Java-type code?)
Off-the-charts customer sat and brand halo earned since late 90s
Unimaginable lead in software/integration: Like Google is all about ease-of-use and customer-first
Ridiculous lead in hyperfocus and obsession with details (they even agonized over the Finder logo which doesn't even need to be here anymore)
A little cash under the couch
I'd say that slightly outweighs Apple's disadvantages here. I'm getting the popcorn ready.
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Post by Red Shirted Ensign on Jun 3, 2014 10:54:06 GMT -8
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Mav
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Post by Mav on Jun 3, 2014 11:02:42 GMT -8
Given some of the tripe headlines showing up in the Stocks app, I'm guessing CNBC's an "avoid" for a while.
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Post by Deleted on Jun 3, 2014 11:11:05 GMT -8
It works. I tried it this today, for my morning coffee with Shu Qi. She says hi.
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Post by moltenfire on Jun 3, 2014 11:39:16 GMT -8
Wait wait wait, the StarBucks app in iOS7 already does this. You set some stores as "favorites" and a notification shows up allowing you to swipe straight to your Starbucks card in Passbook whenever you're close to one of those "favorite" stores.
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Mav
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Post by Mav on Jun 3, 2014 11:49:41 GMT -8
That's true, but I guess the key is Passbook integration. I'm still not that big a fan of Passbook, and it IS a bit interesting that Apple didn't mention it at all this WWDC. Just a bit, I'm not gonna be some knee-jerk blogger/media person and declare "PASSBOOK IS DOOMED" (though it might be "replaced" with a mobile payments solution that encompasses scannable cards)
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Post by larrydoyle on Jun 3, 2014 13:40:33 GMT -8
I don't have a dog in this fight, but the relevant quote on loop insight:
"While Apple will announce new hardware on Monday, the focus will be on software – specifically iOS 8 and the next version of Mac OS X."
Was part of the site, not part of the link.
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Mav
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Post by Mav on Jun 3, 2014 13:50:22 GMT -8
Waiting to see if Dalrymple ever comments about that. Shawn King was the author, but if you don't click the infinity symbol you'd never know.
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JDSoCal
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Post by JDSoCal on Jun 3, 2014 14:31:55 GMT -8
Breaking news from 2011:Given some of the tripe headlines showing up in the Stocks app, I'm guessing CNBC's an "avoid" for a while.
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Post by Deleted on Jun 3, 2014 14:37:02 GMT -8
Waiting to see if Dalrymple ever comments about that. Shawn King was the author, but if you don't click the infinity symbol you'd never know. I emailed Jim. He responded by asking me about the specific post in question, leading me to believe he was unaware of it. He's not since replied.
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Post by artman1033 on Jun 3, 2014 14:40:30 GMT -8
Waiting to see if Dalrymple ever comments about that. Shawn King was the author, but if you don't click the infinity symbol you'd never know. When I see the BEARD, I will inform him he owes me a keg of Heineken!
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Post by Deleted on Jun 3, 2014 14:57:14 GMT -8
Waiting to see if Dalrymple ever comments about that. Shawn King was the author, but if you don't click the infinity symbol you'd never know. When I see the BEARD, I will inform him he owes me a keg of Heineken! The Beard can have his skunk beer. I used to drink Heineken, until I learned it was made by members of Fight Club. I kid...
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Post by artman1033 on Jun 3, 2014 15:14:07 GMT -8
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Post by phoebear611 on Jun 3, 2014 15:22:58 GMT -8
So people are buzzing out there (on blogs and on the boob tube) about the pretty massive trade that happened in the options world today. A client sold 8000 July 600 calls at $37.90 and then bought 10,000 7/680 calls at $4.10. These folks are making a huge bet that this stock will be at $684.10 or higher by July....but probably are betting that it happens somewhat sooner since the only catalyst between now and then is the split...which has everyone wringing their hands. I'm not so sure we get the retrace every technician is waiting for - and if we do it will probably be very shallow.
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Post by issue1 on Jun 3, 2014 15:23:34 GMT -8
Jim was enroute to, then @ WWDC, so likely never saw the IL post.
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Post by artman1033 on Jun 3, 2014 15:25:43 GMT -8
www.electronista.com/articles/14/06/03/wwdc.2014.saw.apple.unveil.an.arsenal.of.weapons.to.combat.android/ If Samsung and Google felt at all like they have won the mobile war because of the high rate of adoption of Android, they might be thinking again after this powerhouse display of Apple's software development skills. Apple has demonstrated that it will not yield on any front. It has clearly committed all of its available resources to move the company forward in a way that I suspect would have made the late and great Steve Jobs extremely proud. As Jobs said when resigning as CEO in 2011, "I believe Apple's brightest and most innovative days are ahead of it." After seeing Apple's outstanding WWDC 2014 Keynote, I have absolutely no doubt that Steve Jobs was right.
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Mav
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Post by Mav on Jun 3, 2014 15:26:09 GMT -8
So people are buzzing out there (on blogs and on the boob tube) about the pretty massive trade that happened in the options world today. A client sold 8000 July 600 calls at $37.90 and then bought 10,000 7/680 calls at $4.10. These folks are making a huge bet that this stock will be at $684.10 or higher by July....but probably are betting that it happens somewhat sooner since the only catalyst between now and then is the split...which has everyone wringing their hands. I'm not so sure we get the retrace every technician is waiting for - and if we do it will probably be very shallow. DAMN YOU, CARL ICAHN AND PHIL MICKELSON! (obviously kidding)
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Post by phoebear611 on Jun 3, 2014 15:31:43 GMT -8
So people are buzzing out there (on blogs and on the boob tube) about the pretty massive trade that happened in the options world today. A client sold 8000 July 600 calls at $37.90 and then bought 10,000 7/680 calls at $4.10. These folks are making a huge bet that this stock will be at $684.10 or higher by July....but probably are betting that it happens somewhat sooner since the only catalyst between now and then is the split...which has everyone wringing their hands. I'm not so sure we get the retrace every technician is waiting for - and if we do it will probably be very shallow. DAMN YOU, CARL ICAHN AND PHIL MICKELSON! (obviously kidding) Nah! It was probably Billy Walters!
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Post by appleaddict on Jun 3, 2014 15:36:37 GMT -8
www.electronista.com/articles/14/06/03/wwdc.2014.saw.apple.unveil.an.arsenal.of.weapons.to.combat.android/ If Samsung and Google felt at all like they have won the mobile war because of the high rate of adoption of Android, they might be thinking again after this powerhouse display of Apple's software development skills. Apple has demonstrated that it will not yield on any front. It has clearly committed all of its available resources to move the company forward in a way that I suspect would have made the late and great Steve Jobs extremely proud. As Jobs said when resigning as CEO in 2011, "I believe Apple's brightest and most innovative days are ahead of it." After seeing Apple's outstanding WWDC 2014 Keynote, I have absolutely no doubt that Steve Jobs was right. It was Apple's software that brought me to where I am, and why I initially bought the stock. I swore I'd never touch a computer, until 1986, when I used the Mac Plus and a LaserWriter to put together the college newspaper. The intuitive interface sells the product, over and over again.
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Post by appledoc on Jun 3, 2014 15:47:44 GMT -8
So people are buzzing out there (on blogs and on the boob tube) about the pretty massive trade that happened in the options world today. A client sold 8000 July 600 calls at $37.90 and then bought 10,000 7/680 calls at $4.10. These folks are making a huge bet that this stock will be at $684.10 or higher by July....but probably are betting that it happens somewhat sooner since the only catalyst between now and then is the split...which has everyone wringing their hands. I'm not so sure we get the retrace every technician is waiting for - and if we do it will probably be very shallow. Did you mean to reverse the sold/bought? That's a bear spread as written. It's probably a hedge regardless of the direction of the trade.
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Mav
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Post by Mav on Jun 3, 2014 15:52:04 GMT -8
Phoebear, did you mean BTO Jul 7 680 STO Jul 21 or whatever the monthly exp is 600?
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Post by The Big Toe on Jun 3, 2014 16:06:16 GMT -8
I noticed during the keynote about teathering the iPhone to a mac, but they did not say iPhone to an iPad.
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Mav
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Post by Mav on Jun 3, 2014 16:11:23 GMT -8
They did later in the presentation, but very briefly IIRC. Look at Continuity for iOS overview
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Post by phoebear611 on Jun 3, 2014 16:43:56 GMT -8
Phoebear, did you mean BTO Jul 7 680 STO Jul 21 or whatever the monthly exp is 600? When I first heard about it I thought it could possibly be a bear spread but wasn't sure. Later in the evening I had Fast Money on and Dan Nathan spoke about it and said that the trade was someone selling their long 600 position and "using the money to buy the premium on the 680's" --- I can only go by what he told all of America since I assume he had a conversation with the exchange...unless he completely screwed up. video.cnbc.com/gallery/?video=3000280800&play=1
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Post by Deleted on Jun 3, 2014 16:49:48 GMT -8
Jim was enroute to, then @ WWDC, so likely never saw the IL post. He missed it, probably. I'd wager he's too embarrassed to confirm that. It's hard to find good help, especially when the boss wears a grizzly beard.
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Post by mace on Jun 3, 2014 16:52:12 GMT -8
Phoebear, did you mean BTO Jul 7 680 STO Jul 21 or whatever the monthly exp is 600? When I first heard about it I thought it could possibly be a bear spread but wasn't sure. Later in the evening I had Fast Money on and Dan Nathan spoke about it and said that the trade was someone selling their long 600 position and "using the money to buy the premium on the 680's" --- I can only go by what he told all of America since I assume he had a conversation with the exchange...unless he completely screwed up. video.cnbc.com/gallery/?video=3000280800&play=1BTO or BTC, still a ratio bear spread .
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Post by redinaustin on Jun 3, 2014 17:04:03 GMT -8
A Jim Goldman sighting! @jimgoldman: It's been a while since I last waded into these waters: My latest HuffPo on #Apple, the WWDC, stock split and more. t.co/qLeL1ySYDW
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Mav
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Post by Mav on Jun 3, 2014 17:06:14 GMT -8
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JDSoCal
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Post by JDSoCal on Jun 3, 2014 17:10:14 GMT -8
Dan Nathan? That anti-Apple retard? He makes me want to throw rocks at the TV. Back when I watched CNBC. In 2011.
I taunted him on Twitter when he advised shorting Apple and AAPL went up. Because I am just mean and vindictive like that.
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