01-15-2013, 05:25 AM | #16 | |
Zealot
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http://news.cnet.com/8301-13579_3-57...-analyst-says/ Last edited by Tacty; 01-15-2013 at 06:20 AM. |
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01-15-2013, 06:13 AM | #17 |
Wizard
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I read this yesterday. Like all second level reports (reports based on information from Chinese manufacturers), the possibilities are endless...
1) Apple sales are way off 2) Apple has switched manufacturers 3) Apple has a new screen tech/spec Only one of these is bad for Apple. The report smacked the stock price. That could be manipulation. All that we really know is that a company in Asia has told someone that Apple pulled a lot of orders. On a kind of related media note, last week Sports Illustrated's cover featured a story by Peter King that explained why Green Bay would beat Denver in the Superbowl this year. Only one of the teams King picked is still playing this morning. We really need to stop getting excited about headlines designed to get our attention. The media stopped informing a generation ago. |
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01-15-2013, 07:16 AM | #18 | |
Literacy = Understanding
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OTOH, I have friends who still subscribe and think it is still a great newspaper. I guess it just depends on what you wnat out of the WSJ. A business magazine/newspaper that greatly improved with a change of ownership is Businessweek. Many years ago it was a leading voice in business. McGraw-Hill ultimately drove it into the ground. Bloomberg, which bought it for $5 million, has returned BW to its former glory (I think). News and editorial/opinion are clearly separated in BW. |
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01-15-2013, 09:09 AM | #19 | |
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Thanks for your insight!
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01-15-2013, 12:07 PM | #20 | |
Wizard
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01-15-2013, 12:10 PM | #21 |
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. . . and where it stops, only your forehead knows.
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01-15-2013, 12:35 PM | #22 | |
Zennist
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Second, how many LCD suppliers could Apple have? AFAIK, the only other major manufacturer who has done screens for Apple recently is Samsung. And I doubt Apple is pushing extra orders over to Samsung! And if Apple had a new screen tech/spec, then one of the 3 LCD companies mentioned could probably handle it. Especially if it were just a revised spec. I tend to think the report is either true or false, and not that there is another explanation which mitigates the bad news. --Pat |
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01-15-2013, 12:37 PM | #23 |
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According to a BBC News report this morning, Apple currently have about a 70% share, world-wide, of all the profit (not revenue, but profit) made in the entire Smartphone sector. If that's really true (and it's an astounding figure, if it is), rumours of their demise may be a little premature.
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01-15-2013, 04:50 PM | #24 | |
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Remember, the previously dominant players (Nokia, RIM) have been bleeding red ink for a couple of years and the rising Android tide is predicated on "comparable to Apple but much cheaper". When one vendor has 30% market share with higher prices and a 50% margin, and the competition has a 10-20% margin and lower prices, they need a lot of volume to make up the difference. Also, Apple's been doing once-a-year refreshes while the competition does 3 and even four; that increases development and marketing costs. So Apple spends less and brings in more net, despite selling less. Nice trick, no? |
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01-15-2013, 05:48 PM | #25 |
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They report earnings next week. Tick, tick, tick.
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01-15-2013, 06:01 PM | #26 |
Is that a sandwich?
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01-15-2013, 07:27 PM | #27 | |
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After spreading the doom-n-gloom yesterday, today comes the reality check:
http://news.cnet.com/8301-13579_3-57...-analysts-say/ Quote:
(At least that is today's story. Tomorrow? Stay tuned. ) All in all, I don't think we need to worry about Apple resorting to BOGO deals to move excess iPhones. |
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01-15-2013, 08:22 PM | #28 |
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Well,another 3% down to $485 yesterday. I don't see why some people seem to take this so personal. Nobody said Apple is going broke, but apparently they cannot quite live up to the high flying expectations baked into the original sky high stock price. Especially sales in China were not as hoped for. Well, we all must come back to earth some day --- iphone sales will be going through a slow period during the next few months as others bring out new models. That is a natural consequence of Apple's slow product development cycle.
Last edited by HansTWN; 01-15-2013 at 08:24 PM. |
01-15-2013, 08:45 PM | #29 |
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I cant wait for the hipster herds to start preordering to 'save Apple'. That said, they're out of (other peoples) ideas and if they stop being able to milk the phone, they'll be in for a rough ride on the stock price; But I'm fairly sure everyone with a clue has known that since the beginning.
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01-15-2013, 09:25 PM | #30 | |
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