Register Guidelines E-Books Search Today's Posts Mark Forums Read

Go Back   MobileRead Forums > E-Book General > News

Notices

Reply
 
Thread Tools Search this Thread
Old 01-23-2013, 06:58 PM   #1
wizwor
Guru
wizwor ought to be getting tired of karma fortunes by now.wizwor ought to be getting tired of karma fortunes by now.wizwor ought to be getting tired of karma fortunes by now.wizwor ought to be getting tired of karma fortunes by now.wizwor ought to be getting tired of karma fortunes by now.wizwor ought to be getting tired of karma fortunes by now.wizwor ought to be getting tired of karma fortunes by now.wizwor ought to be getting tired of karma fortunes by now.wizwor ought to be getting tired of karma fortunes by now.wizwor ought to be getting tired of karma fortunes by now.wizwor ought to be getting tired of karma fortunes by now.
 
wizwor's Avatar
 
Posts: 979
Karma: 21057283
Join Date: Nov 2011
Device: kindle, fire
A Broken Company?

After all the speculation about the screens report, Apple went public with their numbers today and the news was disappointing. Shares plunged 10% after hours and analysts are predicting doom and gloom. Between you and me, these predictions are no more credible than the speculation on the locked thread. No matter. If you are an iFan, this would be a great time to buy a chunk of the company. Be careful, though -- it's possible to lose money buying Apple at $460!

from http://www.cnbc.com/id/100402489...
Quote:
I think this is really a broken company that is over-owned
from http://www.cnbc.com/id/100402363
Quote:
Apple Inc reported quarterly revenue that slightly missed Wall Street expectations as sales of its flagship iPhone came in below analyst targets, sending its shares down more than 4 percent.
from Bloomberg...
Quote:
Apple Inc. posted no profit growth and the slowest increase in sales in 14 quarters amid rising costs and accelerating competition with Samsung Electronics Co.

Last edited by wizwor; 01-23-2013 at 07:04 PM. Reason: New link, edited title
wizwor is offline   Reply With Quote
Old 01-23-2013, 07:31 PM   #2
fjtorres
Grand Sorcerer
fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.
 
Posts: 7,315
Karma: 57808031
Join Date: May 2009
Location: 26 kly from Sgr A*
Device: PRS-T1, KT, PB701/IQ, K2, PB360, BeBook One, Axim51v, TC1000
7 Billion in business in their first quarter in China. With room for another 50-70% growth.
Are expectations for Apple's growth absurd? As absurd as the reports of imminent disaster.

It is hardly Apple's fault if linear thinkers thought the party could go on forever and bid the stock up beyond reason. Sooner or later the market for their products was going to correct itself.

At this point the real challenge for Cook is Margin vs Share: how to balance product design and pricing to optimize net.
fjtorres is offline   Reply With Quote
Old 01-23-2013, 08:00 PM   #3
wizwor
Guru
wizwor ought to be getting tired of karma fortunes by now.wizwor ought to be getting tired of karma fortunes by now.wizwor ought to be getting tired of karma fortunes by now.wizwor ought to be getting tired of karma fortunes by now.wizwor ought to be getting tired of karma fortunes by now.wizwor ought to be getting tired of karma fortunes by now.wizwor ought to be getting tired of karma fortunes by now.wizwor ought to be getting tired of karma fortunes by now.wizwor ought to be getting tired of karma fortunes by now.wizwor ought to be getting tired of karma fortunes by now.wizwor ought to be getting tired of karma fortunes by now.
 
wizwor's Avatar
 
Posts: 979
Karma: 21057283
Join Date: Nov 2011
Device: kindle, fire
The real challenge is to market the next amazing thing. Absent a new high margin, high demand product, Apple is just an expensive commodity.

China is no panacea -- ask Jeff Immelt. How much do you expect Apple's employees to spend on iStuff? How long before similar products flood the market? Apple owes a lot of its success to western courts. I'm not sure that support will exist in Asia.
wizwor is offline   Reply With Quote
Old 01-23-2013, 08:02 PM   #4
Fbone
Is that a sandwich?
Fbone ought to be getting tired of karma fortunes by now.Fbone ought to be getting tired of karma fortunes by now.Fbone ought to be getting tired of karma fortunes by now.Fbone ought to be getting tired of karma fortunes by now.Fbone ought to be getting tired of karma fortunes by now.Fbone ought to be getting tired of karma fortunes by now.Fbone ought to be getting tired of karma fortunes by now.Fbone ought to be getting tired of karma fortunes by now.Fbone ought to be getting tired of karma fortunes by now.Fbone ought to be getting tired of karma fortunes by now.Fbone ought to be getting tired of karma fortunes by now.
 
Fbone's Avatar
 
Posts: 5,167
Karma: 67393653
Join Date: Jun 2010
Device: Searching ...
Quote:
Apple sold 47.8 million iPhones during the period, up from 37 million a year ago; 22.9 million iPads, up from 15.4 million a year ago; 4.1 million Macs, down from 5.2 million a year ago; 12.7 million iPods, down from 15.4 million a year ago.
Quote:
The company posted fiscal first-quarter earnings excluding items of $13.81 per share, down from $13.87 a share in the year-earlier period.

Revenue increased 18 percent to $54.51 billion from $46.33 billion a year ago.

Analysts had expected the company to report earnings excluding items of $13.47 a share on $54.73 billion in revenue, according to a consensus estimate from Thomson Reuters.
They missed analysts' target by $220 million. Loose change.
And they earned larger than expected profit. Not bad.
Fbone is offline   Reply With Quote
Old 01-23-2013, 08:22 PM   #5
fjtorres
Grand Sorcerer
fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.
 
Posts: 7,315
Karma: 57808031
Join Date: May 2009
Location: 26 kly from Sgr A*
Device: PRS-T1, KT, PB701/IQ, K2, PB360, BeBook One, Axim51v, TC1000
Quote:
Originally Posted by Fbone View Post
They missed analysts' target by $220 million. Loose change.
And they earned larger than expected profit. Not bad.
Woe is them, huh?
The real miss comes from the Macintoshes, btw, not iOS. Off by 20% no less.

It seems the Post-PC era is also the Post-Mac era.
fjtorres is offline   Reply With Quote
Old 01-23-2013, 09:59 PM   #6
pidgeon92
Wizard
pidgeon92 ought to be getting tired of karma fortunes by now.pidgeon92 ought to be getting tired of karma fortunes by now.pidgeon92 ought to be getting tired of karma fortunes by now.pidgeon92 ought to be getting tired of karma fortunes by now.pidgeon92 ought to be getting tired of karma fortunes by now.pidgeon92 ought to be getting tired of karma fortunes by now.pidgeon92 ought to be getting tired of karma fortunes by now.pidgeon92 ought to be getting tired of karma fortunes by now.pidgeon92 ought to be getting tired of karma fortunes by now.pidgeon92 ought to be getting tired of karma fortunes by now.pidgeon92 ought to be getting tired of karma fortunes by now.
 
pidgeon92's Avatar
 
Posts: 2,519
Karma: 5464186
Join Date: Jun 2008
Location: Chicago, IL
Device: Kindle 2, Kindle PW1,2, Kindle DXG, Sony 950, Boox M90, Kobo Aura HD
Quote:
Originally Posted by fjtorres View Post

It seems the Post-PC era is also the Post-Mac era.
No doubt. Only us old fogies are still attached to our desktops. More and more its about portable social media.
pidgeon92 is offline   Reply With Quote
Old 01-23-2013, 10:29 PM   #7
teh603
Snarky Snark
teh603 ought to be getting tired of karma fortunes by now.teh603 ought to be getting tired of karma fortunes by now.teh603 ought to be getting tired of karma fortunes by now.teh603 ought to be getting tired of karma fortunes by now.teh603 ought to be getting tired of karma fortunes by now.teh603 ought to be getting tired of karma fortunes by now.teh603 ought to be getting tired of karma fortunes by now.teh603 ought to be getting tired of karma fortunes by now.teh603 ought to be getting tired of karma fortunes by now.teh603 ought to be getting tired of karma fortunes by now.teh603 ought to be getting tired of karma fortunes by now.
 
teh603's Avatar
 
Posts: 1,198
Karma: 6244877
Join Date: Sep 2011
Location: Coastal Texas
Device: Asus TF300
Quote:
Originally Posted by pidgeon92 View Post
No doubt. Only us old fogies are still attached to our desktops. More and more its about portable social media.
Not entirely. Its hard to compile an epub on a tablet compared to a desktop PC.
teh603 is offline   Reply With Quote
Old 01-24-2013, 12:03 AM   #8
fjtorres
Grand Sorcerer
fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.fjtorres ought to be getting tired of karma fortunes by now.
 
Posts: 7,315
Karma: 57808031
Join Date: May 2009
Location: 26 kly from Sgr A*
Device: PRS-T1, KT, PB701/IQ, K2, PB360, BeBook One, Axim51v, TC1000
Quote:
Originally Posted by pidgeon92 View Post
No doubt. Only us old fogies are still attached to our desktops. More and more its about portable social media.
I dunno.
I've seen people *try* to create/edit content on iOS; it ain't pretty.
(The Post-PC era no more means PCs will go away than the PC era did away with mainframes. Post-PC is really PC-plus.)

Now, MACs have generally been strongest with consumers and weakest in corporate so it isn't exactly news that as consumers move to appliances for communication and light computing tasks the MAC should suffer more than the PC but a nearly 20% shortfall right after a refresh does not bode well for that part of the business.
fjtorres is offline   Reply With Quote
Old 01-24-2013, 12:52 AM   #9
HansTWN
Wizard
HansTWN ought to be getting tired of karma fortunes by now.HansTWN ought to be getting tired of karma fortunes by now.HansTWN ought to be getting tired of karma fortunes by now.HansTWN ought to be getting tired of karma fortunes by now.HansTWN ought to be getting tired of karma fortunes by now.HansTWN ought to be getting tired of karma fortunes by now.HansTWN ought to be getting tired of karma fortunes by now.HansTWN ought to be getting tired of karma fortunes by now.HansTWN ought to be getting tired of karma fortunes by now.HansTWN ought to be getting tired of karma fortunes by now.HansTWN ought to be getting tired of karma fortunes by now.
 
Posts: 4,540
Karma: 264065402
Join Date: Jun 2009
Location: Taiwan
Device: HP Touchpad, Sony Duo 13, Lumia 920, Kobo Aura HD
And it has been estimated -- no idea how reliable those figures are --- that iphone 5 accounts for only 50% of new iphone sales. That means half of phone sales are older models 4 and 4S.

And let us not forget that US prices are distorted. Endusers pay the same $200-300 with a contract for the iphone they do for other high-end phones. But the telcos are paying much higher prices to Apple than they do to other manufacturers, in effect handing out extra subsidies for the iPhone. The question is how long this situation can continue.
HansTWN is offline   Reply With Quote
Old 01-24-2013, 01:22 AM   #10
Graham
Wizard
Graham ought to be getting tired of karma fortunes by now.Graham ought to be getting tired of karma fortunes by now.Graham ought to be getting tired of karma fortunes by now.Graham ought to be getting tired of karma fortunes by now.Graham ought to be getting tired of karma fortunes by now.Graham ought to be getting tired of karma fortunes by now.Graham ought to be getting tired of karma fortunes by now.Graham ought to be getting tired of karma fortunes by now.Graham ought to be getting tired of karma fortunes by now.Graham ought to be getting tired of karma fortunes by now.Graham ought to be getting tired of karma fortunes by now.
 
Posts: 2,560
Karma: 30624239
Join Date: Feb 2008
Location: North Yorkshire, UK
Device: Sony PRS-650, Nexus 4, HP Touchpad, Nexus 7.
I have to admit that I'm with Apple on this one. Calling record iPhone sales by far a failure just because they didn't hit a 'magic' 50 million figure plucked out of the air is daft.

Graham
Graham is offline   Reply With Quote
Old 01-24-2013, 01:31 AM   #11
HappyMartin
Martin Kristiansen
HappyMartin ought to be getting tired of karma fortunes by now.HappyMartin ought to be getting tired of karma fortunes by now.HappyMartin ought to be getting tired of karma fortunes by now.HappyMartin ought to be getting tired of karma fortunes by now.HappyMartin ought to be getting tired of karma fortunes by now.HappyMartin ought to be getting tired of karma fortunes by now.HappyMartin ought to be getting tired of karma fortunes by now.HappyMartin ought to be getting tired of karma fortunes by now.HappyMartin ought to be getting tired of karma fortunes by now.HappyMartin ought to be getting tired of karma fortunes by now.HappyMartin ought to be getting tired of karma fortunes by now.
 
HappyMartin's Avatar
 
Posts: 1,450
Karma: 6715592
Join Date: Aug 2007
Location: Johannesburg
Device: Kindle International Ipad 2
Try edit a 240 MB image on a tablet. It's no surprise there is a drop in desktop sales, there has not been a new machine in over 2 years. I wanted to upgrade but there was nothing to buy.
HappyMartin is offline   Reply With Quote
Old 01-24-2013, 02:04 AM   #12
David Munch
Scholar
David Munch ought to be getting tired of karma fortunes by now.David Munch ought to be getting tired of karma fortunes by now.David Munch ought to be getting tired of karma fortunes by now.David Munch ought to be getting tired of karma fortunes by now.David Munch ought to be getting tired of karma fortunes by now.David Munch ought to be getting tired of karma fortunes by now.David Munch ought to be getting tired of karma fortunes by now.David Munch ought to be getting tired of karma fortunes by now.David Munch ought to be getting tired of karma fortunes by now.David Munch ought to be getting tired of karma fortunes by now.David Munch ought to be getting tired of karma fortunes by now.
 
David Munch's Avatar
 
Posts: 774
Karma: 3121010
Join Date: Aug 2008
Location: Denmark
Device: iPad 2
I would love to be broke with 130 billion dollars on my bank account, 50 billion dollars in revenue and record sales... :O

Low Mac sales is by part affected by the low production of iMacs, which make sense. But I still would have expected higher sales year over year.
David Munch is offline   Reply With Quote
Old 01-24-2013, 03:11 AM   #13
HansTWN
Wizard
HansTWN ought to be getting tired of karma fortunes by now.HansTWN ought to be getting tired of karma fortunes by now.HansTWN ought to be getting tired of karma fortunes by now.HansTWN ought to be getting tired of karma fortunes by now.HansTWN ought to be getting tired of karma fortunes by now.HansTWN ought to be getting tired of karma fortunes by now.HansTWN ought to be getting tired of karma fortunes by now.HansTWN ought to be getting tired of karma fortunes by now.HansTWN ought to be getting tired of karma fortunes by now.HansTWN ought to be getting tired of karma fortunes by now.HansTWN ought to be getting tired of karma fortunes by now.
 
Posts: 4,540
Karma: 264065402
Join Date: Jun 2009
Location: Taiwan
Device: HP Touchpad, Sony Duo 13, Lumia 920, Kobo Aura HD
Quote:
Originally Posted by David Munch View Post
I would love to be broke with 130 billion dollars on my bank account, 50 billion dollars in revenue and record sales... :O
Not that old hat again, thank you! Anyway, down to about $450.- from more than 700 on the day when iPhone5 was released --- if you are such a fervent believer that Apple's business is still growing steadily, looks like a lot of people will be glad to sell you their Apple shares.

Last edited by HansTWN; 01-24-2013 at 03:19 AM.
HansTWN is offline   Reply With Quote
Old 01-24-2013, 03:55 AM   #14
murraypaul
Interested Bystander
murraypaul ought to be getting tired of karma fortunes by now.murraypaul ought to be getting tired of karma fortunes by now.murraypaul ought to be getting tired of karma fortunes by now.murraypaul ought to be getting tired of karma fortunes by now.murraypaul ought to be getting tired of karma fortunes by now.murraypaul ought to be getting tired of karma fortunes by now.murraypaul ought to be getting tired of karma fortunes by now.murraypaul ought to be getting tired of karma fortunes by now.murraypaul ought to be getting tired of karma fortunes by now.murraypaul ought to be getting tired of karma fortunes by now.murraypaul ought to be getting tired of karma fortunes by now.
 
Posts: 3,224
Karma: 10210627
Join Date: Jun 2008
Device: Sony PRS505, Nook Color(CM7), iPad3
Quote:
Originally Posted by HansTWN View Post
And it has been estimated -- no idea how reliable those figures are --- that iphone 5 accounts for only 50% of new iphone sales. That means half of phone sales are older models 4 and 4S.
Can't really pull anything out of the figures to back that up or disprove it.

I think if it were true you would expect to see a reduction in revenue per phone, but that is basically flat at $642 for 2013Q1 vs $647 for 2012Q1.

iPad figures are more interesting. Revenue per unit is down from $568 to $467. Interesting to know if that is iPad Mini sales, or sales of the older iPad 2.
murraypaul is offline   Reply With Quote
Old 01-24-2013, 04:33 AM   #15
SeaKing
Frequent Flier
SeaKing ought to be getting tired of karma fortunes by now.SeaKing ought to be getting tired of karma fortunes by now.SeaKing ought to be getting tired of karma fortunes by now.SeaKing ought to be getting tired of karma fortunes by now.SeaKing ought to be getting tired of karma fortunes by now.SeaKing ought to be getting tired of karma fortunes by now.SeaKing ought to be getting tired of karma fortunes by now.SeaKing ought to be getting tired of karma fortunes by now.SeaKing ought to be getting tired of karma fortunes by now.SeaKing ought to be getting tired of karma fortunes by now.SeaKing ought to be getting tired of karma fortunes by now.
 
SeaKing's Avatar
 
Posts: 1,282
Karma: 2058837333
Join Date: Oct 2011
Device: KB kindle aboard, Galx Tab 7.0 Plus, trying out Droid 1 as mini-tab
Quote:
Originally Posted by wizwor View Post
- it's possible to lose money buying Apple at $460!
I am glad you said that.

After a lot of analysis, I think you could be right.
SeaKing is offline   Reply With Quote
Reply

Thread Tools Search this Thread
Search this Thread:

Advanced Search

Forum Jump

Similar Threads
Thread Thread Starter Forum Replies Last Post
Why is Amazon the only company... Frankr General Discussions 15 07-30-2010 02:14 AM
Seriously thoughtful what satellite company do you have? kindlekitten Lounge 5 12-14-2009 09:02 PM
Broken PRS-505; any place to buy chrome bottom piece? Or anyone with broken 505? erikk Sony Reader 1 12-09-2009 06:51 PM
Broken Ipod works Fine! except that its broken Andybaby Lounge 1 06-04-2009 02:03 AM


All times are GMT -4. The time now is 07:13 PM.


MobileRead.com is a privately owned, operated and funded community.