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Eman
2013 Sep 9, 3:18pm
Thanks for the analysis SFace. I'm about break even on my Apple stock right now and have been waiting for it to rebound. I hope you are right about the next 3 months -- I will continue to hold and see what happens.
Not sure if I'm going in for any more. Will have to think about it.
I agree with SFace's analysis. However, I believe AAPL will retest $700 within the next 12 months.
anotheraccount
2013 Sep 10, 4:01am
Looks like nothing really exciting coming out of Apple today. Margin compression from iPhone 5c. $100 less profit.
Vicente said: I never understood that terminology amongst marketing people.
Better for Apple to "cannibalize" it's higher-end products, than to let Samsung do it.
Not just marketing folks; that's the Innovators Dilemma (although in this case, it's not clear if anything is disruptive. It may be more of a case of cheaper sustaining technology and technological overshoot.)
Bean counters, management and shareholders don't like to see their margins go poof, so they tend to circle the wagons instead of doing the right thing.
Iphone 5s with IoS 7
...."CUPERTINO, CALIF. — Apple’s latest iPhones will come in a bevy of colors and two distinct designs, one made of plastic and the other that aims to be “the gold standard of smartphones†and reads your fingerprint."
The 5S also includes “Touch ID,†which reads fingerprints at a “detailed level,†Schiller said. He said it is “fun and easy†to teach the 5S about your fingerprint and once you do, you can just touch the home button to unlock the phone. The company said fingerprints will not be stored on its servers.
...and sends those fingerprints directly to the NSA.... what a country!!
Just think of all the extra time the police dept will have by not having to fingerprint all suspects.... Just pull them up from the national database!!
Thanks Apple!!
Yep, or for somebody hacking or stealing your phone and getting access to your fingerprints - good times! ;)
Vicente
2013 Sep 10, 4:31pm
Meh, I was underwhelmed. I mean, these look like good products and all but.... I don't know I would have liked ONE little surprise. Apple is too closely watched and leaked about now, it makes the product announcements something of a letdown. I was really hoping for induction charging myself, that would be a cool feature!
SFace
2013 Sep 11, 2:47am
yes, the Iphone 5C is too expensive. Can't crack the asian market with that price tag.
Well, the good news is everyone should download the new Ios7 update on Sep 18th. It would be a good chance to see what improvements are made to the software side of it.
anotheraccount
2013 Sep 11, 4:52am
yes, the Iphone 5C is too expensive. Can't crack the asian market with that price tag.
To compete in Asian markets with volumes means no margin. What's HTC's market cap? 4B Yet they make very competitive phones.
Heraclitusstudent
2013 Sep 11, 5:42am
Well, the good news is everyone should download the new Ios7 update on Sep 18th. It would be a good chance to see what improvements are made to the software side of it.
IOS7 looks ugly.
These candy colors seem made to please 12yrs old girls.
varmint
2013 Sep 11, 6:32am
yes, the Iphone 5C is too expensive. Can't crack the asian market with that price tag.
Well, the good news is everyone should download the new Ios7 update on Sep 18th. It would be a good chance to see what improvements are made to the software side of it.
It was never going to be that cheap and would be a bad move for apple if it were. Apple is selling it's name and has to remain above the fray. If they try to compete in the trenches on specs and price point with samsung they will lose. Samsung's business model is built on lower manufacturing costs and smaller margins.
Y
2013 Sep 11, 6:36am
no competition when it's worn on your hip...
the widescreens are too big for pockets anyways.
looks like a pretty damn good phone to me... with most others going the "bigger is better" route... apple seems the only one keeping premium phone that fits in your pocket...
i guess samsung guyes have less junk competing for space in their pockets...so phone size doesn't matter as much?
RWSGFY
2013 Sep 11, 6:47am
i guess samsung guyes have less junk competing for space in their pockets...so phone size doesn't matter as much?
https://www.youtube.com/watch?feature=player_detailpage&v=WJokXzlQDzE
Vicente
2013 Sep 11, 7:07am
yes, the Iphone 5C is too expensive. Can't crack the asian market with that price tag.
What if they offer the 5c at a lower price point in China? Do they really have to be that strict about uniform global pricing you think?
hanera
2013 Sep 11, 10:46am
... I would have liked ONE little surprise ...
Pricing? M7? Free iWork and iLife? 64 bit OS? True flash?
hanera
2013 Sep 11, 10:50am
yes, the Iphone 5C is too expensive. Can't crack the asian market with that price tag.
It is WallStreet that keep doling out those disinformation that Apple plans to compete aggressively in the Asian market with a cheap iPhone. After awhile, we start to believe them. To WS's disappointment, Apple is going about its business as usual. Having said that, Apple drops price of iPhone 4 by US$122 in China.
Vicente
2013 Sep 11, 11:44am
Pricing? M7? Free iWork and iLife? 64 bit OS? True flash?
Yeah, none of that just made me go COOL, I have to buy one.
I have a 4S right now. I may just sit until next generation.
hanera
2013 Sep 11, 11:52am
Pricing? M7? Free iWork and iLife? 64 bit OS? True flash?
Yeah, none of that just made me go COOL, I have to buy one.
I have a 4S right now. I may just sit until next generation.
If you're in USA, it makes sense to sell your 4S and use the proceeds to get into another contract with the iPhone 5S. Net cost = 0. Not upgrading would be paying the carrier extra premium without enjoying the benefits.
Eman
2013 Sep 11, 1:36pm
yes, the Iphone 5C is too expensive. Can't crack the asian market with that price tag.
Well, the good news is everyone should download the new Ios7 update on Sep 18th. It would be a good chance to see what improvements are made to the software side of it.
I see it differently. This is an opportunity to buy AAPL stocks before it resumes its uptrend. I was hoping for a pullback to $485, but here it is sitting near its 200 DMA. Back up the truck & load it up.
SFace
2013 Sep 12, 4:10am
yes, the Iphone 5C is too expensive. Can't crack the asian market with that price tag.
What if they offer the 5c at a lower price point in China? Do they really have to be that strict about uniform global pricing you think?
I don't think phone manufacturer's have a full say in price. The telecom company determines the end price.
Yeah, none of that just made me go COOL, I have to buy one.
I have a 4S right now. I may just sit until next generation.
You should upgrade anyway. Your bill has anywhere between $15-$20 a month to pay for the $400 subsidy over two years whether you upgrade or not. Get the 5S and sell it for $700 and continue to use the 4S
Vicente
2013 Sep 13, 4:01am
You should upgrade anyway. Your bill has anywhere between $15-$20 a month to pay for the $400 subsidy over two years whether you upgrade or not. Get the 5S and sell it for $700 and continue to use the 4S
I don't follow that at all. I'm not liking my AT&T 2-year contract and subsidies any more. Paying subsidized rate for a phone but being locked in just rankles me.
Been using MobileShare 2Gig plan but at $185/month for 3 lines it's just too much. Now that my phones are off-contract thinking to move to T-Mobile which claims could handle them for $90/month. We'll see.
If I buy any new phones in future I think I'll just pay up front, and buy unlocked straight from Apple.
FortWayne
2013 Oct 15, 11:54am
The next great gadget hasn't even been thought of yet
It has been thought of, I've seen back to the future plenty of time.
Reminds me how the first computer was in a movie Metropolis in 1927... took a few decades to actually make one.
SFace
2013 Oct 17, 2:45am
Still long and strong Apple.
Apple 5S should lead 15%- YOY profits for FY14. Then they absolutely need a 4.8 inch Iphone 6 for next year. Heading into the next 6 months, Apple has little competition now that the S4, HTC one, Nokia are nothing spectacular.
The real excitement will be the Ipad. a 64 bit Ipad that is thinner, lighter with a longer battery life will absolutely be a huge seller. The A7 chip combined with Iworks will make this an enterprise favorite and ruin Microsoft again. The retina mini is too obvious and will be coveted by the parents for their kids. It's going to be a huge seller this christmas as the consumers are desparate for an upgrade and should make up for Macs and Ipods in FY14.
Vicente
2013 Oct 17, 4:30am
thinking of selling it and getting the ipad mini if it is cool.
I have a mini and love the weight, great to travel with! When I picked up a standard iPad after using a mini for a while it felt HEAVY.
But...and there's always a but.... my eyesight is not what it once was and the smaller screen makes me reach for reading glasses where the standard did not. I am thinking about picking up a full size 16G WiFI at next refresh so I have something as a hangar queen for "around the house" usage that is easier on my eyes. Keep the mini for travelling and family use.
Long AAPL as well, had added to my position a little during dip.
Vicente said: When I picked up a standard iPad after using a mini for a while it felt HEAVY.
I guess they're listening. Less is more.
Vicente
2013 Oct 23, 9:40am
You never, I repeat never, build your business model around competing against the likes of Samsung.
They used to say things like that about IBM.
We shall see.
Yeah, Samsung.
I have a nice wireless laser printer for $57 made by them.
They must have made $10 profit.
Yeah, Samsung.
I have a nice wireless laser printer for $57 made by them.
They must have made $10 profit.
Yeah, but they commoditize every market eventually, and their products are usually decent. Samsung is a beast.
SFace
2013 Oct 24, 9:44am
Yeah, Samsung.
I have a nice wireless laser printer for $57 made by them.
They must have made $10 profit.
Have you checked out the price of the toners? I dunnno $69 - 99$ or so. That is $40-$60 profits and recurring. lol
Having said that, Samsung lost some mojo this year on the galaxy line. S4 was a dud. Apple will enjoy record profits in FY14.
anotheraccount
2013 Oct 24, 10:07am
Having said that, Samsung lost some mojo this year on the galaxy line. S4 was a dud. Apple will enjoy record profits in FY14.
Margin compression. Look iPad mini is now is below $300 in order to fight competition. It would be interesting to see on Monday the breakdown of 5c vs. 5s sales. If 5c sales are even in 30% range, I believe we already had peak Apple profits.
SFace
2013 Oct 24, 10:08am
Having said that, Samsung lost some mojo this year on the galaxy line. S4 was a dud. Apple will enjoy record profits in FY14.
Margin compression. Look iPad mini is now is below $300 in order to fight competition. It would be interesting to see on Monday the breakdown of 5c vs. 5s sales. If 5c sales are even in 30% range, I believe we already had peak Apple profits.
The stock action in the last 3 weeks (quiet period) tells you they had a fantastic quarter and will have a fantastic christmas. It has broken out of $510 with conviction. The trend is up and institutions are loading.
everyone I know is buying the 5S, it is only limited by what is available. I just sold my Ipad and Ipad mini to upgade to the Ipad Air and Ipad mini retina next month. Will have to make do with the nexus 7 for now. They fixed the two major complaints I had with Apple
Ipad is too heavy, bulky
Ipad mini resulution sucks.
bingo and bingo and that is why people will upgrade.
anotheraccount
2013 Oct 25, 12:50am
It has broken out of $510 with conviction. The trend is up and institutions are loading.
It probably has to do something with iCahn blabbing about borrowing 150B to buy back shares which I think is stupid. Apple should keep its cash just in case. Their cash will allow them to survive for 50 years even if they hit hard times again.
I think they will sell a lot of iPhones in Q3, but I want to see the breakdown. I know that in bay area almost everyone will buy 5s, but what happens outside matters more. Also, I think that in Q4 they will miss iPad sales, as completion is getting crazy in tablet market.
Long term, profits will be down. I don't think they can make it up on volume.
hanera
2013 Oct 25, 12:19pm
Believe goal of IC blabbering is to attract attention to the undervaluation of Apple. IC would wait till Apple becomes overvalued due to momentum traders buying before selling out.
tr6 - Apple usual practice is to keep new model at the same price and lower last year model price. Last year's iPad mini is priced at $329, and is lowered to $299, dropping $30. Pricing is not intended to compete with competitors but rather to support pricing of the new model. Kind of give a sense of value to the new model.
anotheraccount
2013 Oct 25, 12:32pm
Apple usual practice is to keep new model at the same price and lower last year model price. Last year's iPad mini is priced at $329, and is lowered to $299, dropping $30. Pricing is not intended to compete with competitors but rather to support pricing of the new model. Kind of give a sense of value to the new model.
Except they are raising the price of the new model to 399 to get some margin back. My guess is the 299 model will sell better than the 399 model.
FortWayne
2013 Oct 25, 3:51pm
Since so many of you are apple experts. What's a better bang for the buck, iPad or iPad mini? Want to get one for wifey this Christmas.
Thank you in advance for any advice.
Vicente
2013 Oct 25, 4:49pm
How's her near sight? Mini better value but challenges my 40+yo eyes.
AAPL. Walled garden fashion statement. Its not technology, and its no longer best of breed, and 80% share is Android now. As long as the 1%-ers are doing great, theyll be paying $650-$850 for these idiotic locked phones and foolish contracts with data limits.
« First « Previous Comments 6 - 45 of 68 Next » Last » Search these comments
Apple has been strangely quiet since iPhone 5. Everyone knows Sep-Dec is Apple domination quarter and for end of 2013 it will be especially plentiful.
Here is what a lot of people expect:
Iphone 5s with IoS 7. More to follow on the Cupertino event in details. There is no shortage on news anyway. over the course of 2013, HTC one, Moto X, BBRY, Galaxy 4S came out and none were blocckbuster hits, people will buy the 5S.
Iphone 5C. The midmarket smartphone. Apple lost market share due to ignoring the non-premium market. Well this should turn the tide. It will canabalize the 5S but getting back some lost market share is extremely important to Apple. My feeling is they want to be in 30% market share range and this had to be made to get those customers. Will it be a China/India/Indonesia phone? I don't see the C in North America.
Ipad 5: Still the king of Pad's for good reasons. While everyone has different taste for phones, everyone has the same taste for Ipads. Natural upgrade cycle is coming.
Ipad Mini with Retina: The perfect kids machine and the newly developing school market.
Phone deal with China mobile and other carriers. LG, Samsung, Huwei, etc, have benefitted from a lack of lower-priced product. Well, it should be the end of that. The 5C is built for the Asia market that the majoroty of customers favor.
Apple had an "off" year with no new product in 2013 so far and stil made 50B pre-tax. Well, you know Apple have Sep circled and will have a huge season. At least history has proven itself and brand equity is still strong.
Technically, Apple is poised to enter what is a known as a golden cross, a surefile accumulation signal. Last Nov, it was the death cross and predicablt went down another 25% upon hitting the cross. I expect 25% upside @500 and target $625 in 3 months. Apple doesn't follow market trends anyway so even if you are worry about Syria, Apple is still a great long. Call activities have significant premiums for those looking for Dec/Jan calls and not worth it.
If you have extra investable cash, I will just buy shares straight up for a fantastic risk/reward proposition.
Good luck.
disclosure:
55 shares long at $498.